101ST GENERAL ASSEMBLY
State of Illinois
2019 and 2020
HB5223

 

Introduced , by Rep. Tim Butler

 

SYNOPSIS AS INTRODUCED:
 
105 ILCS 5/18-8.15

    Amends the evidence-based funding provisions of the School Code. In the provision concerning the adequacy target calculation, provides that any organizational unit that has an average student enrollment that is less than the thresholds set forth in that provision shall be funded at the applicable threshold set forth in that provision and not funded on a pro rata based count. Requires the Professional Review Panel, prior to December 31, 2020, to study and review the adequacy target calculation with respect to the essential elements and their impact on the evidence-based funding allocations for low-enrollment organizational units, including the manner in which the adequacy target calculation prorates evidence-based funding for each of the essential elements based on the average student enrollment of each organizational unit. Effective immediately.


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FISCAL NOTE ACT MAY APPLY

 

 

A BILL FOR

 

HB5223LRB101 17442 NHT 66851 b

1    AN ACT concerning education.
 
2    Be it enacted by the People of the State of Illinois,
3represented in the General Assembly:
 
4    Section 5. The School Code is amended by changing Section
518-8.15 as follows:
 
6    (105 ILCS 5/18-8.15)
7    Sec. 18-8.15. Evidence-Based Funding Evidence-based
8funding for student success for the 2017-2018 and subsequent
9school years.
10    (a) General provisions.
11        (1) The purpose of this Section is to ensure that, by
12    June 30, 2027 and beyond, this State has a kindergarten
13    through grade 12 public education system with the capacity
14    to ensure the educational development of all persons to the
15    limits of their capacities in accordance with Section 1 of
16    Article X of the Constitution of the State of Illinois. To
17    accomplish that objective, this Section creates a method of
18    funding public education that is evidence-based; is
19    sufficient to ensure every student receives a meaningful
20    opportunity to learn irrespective of race, ethnicity,
21    sexual orientation, gender, or community-income level; and
22    is sustainable and predictable. When fully funded under
23    this Section, every school shall have the resources, based

 

 

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1    on what the evidence indicates is needed, to:
2            (A) provide all students with a high quality
3        education that offers the academic, enrichment, social
4        and emotional support, technical, and career-focused
5        programs that will allow them to become competitive
6        workers, responsible parents, productive citizens of
7        this State, and active members of our national
8        democracy;
9            (B) ensure all students receive the education they
10        need to graduate from high school with the skills
11        required to pursue post-secondary education and
12        training for a rewarding career;
13            (C) reduce, with a goal of eliminating, the
14        achievement gap between at-risk and non-at-risk
15        students by raising the performance of at-risk
16        students and not by reducing standards; and
17            (D) ensure this State satisfies its obligation to
18        assume the primary responsibility to fund public
19        education and simultaneously relieve the
20        disproportionate burden placed on local property taxes
21        to fund schools.
22        (2) The Evidence-Based Funding evidence-based funding
23    formula under this Section shall be applied to all
24    Organizational Units in this State. The Evidence-Based
25    Funding evidence-based funding formula outlined in this
26    Act is based on the formula outlined in Senate Bill 1 of

 

 

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1    the 100th General Assembly, as passed by both legislative
2    chambers. As further defined and described in this Section,
3    there are 4 major components of the Evidence-Based Funding
4    evidence-based funding model:
5            (A) First, the model calculates a unique Adequacy
6        Target adequacy target for each Organizational Unit in
7        this State that considers the costs to implement
8        research-based activities, the unit's student
9        demographics, and regional wage differences
10        difference.
11            (B) Second, the model calculates each
12        Organizational Unit's Local Capacity local capacity,
13        or the amount each Organizational Unit is assumed to
14        contribute toward towards its Adequacy Target adequacy
15        target from local resources.
16            (C) Third, the model calculates how much funding
17        the State currently contributes to the Organizational
18        Unit, and adds that to the unit's Local Capacity local
19        capacity to determine the unit's overall current
20        adequacy of funding.
21            (D) Finally, the model's distribution method
22        allocates new State funding to those Organizational
23        Units that are least well-funded, considering both
24        Local Capacity local capacity and State funding, in
25        relation to their Adequacy Target adequacy target.
26        (3) An Organizational Unit receiving any funding under

 

 

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1    this Section may apply those funds to any fund so received
2    for which that Organizational Unit is authorized to make
3    expenditures by law.
4        (4) As used in this Section, the following terms shall
5    have the meanings ascribed in this paragraph (4):
6        "Adequacy Target" is defined in paragraph (1) of
7    subsection (b) of this Section.
8        "Adjusted EAV" is defined in paragraph (4) of
9    subsection (d) of this Section.
10        "Adjusted Local Capacity Target" is defined in
11    paragraph (3) of subsection (c) of this Section.
12        "Adjusted Operating Tax Rate" means a tax rate for all
13    Organizational Units, for which the State Superintendent
14    shall calculate and subtract for the Operating Tax Rate a
15    transportation rate based on total expenses for
16    transportation services under this Code, as reported on the
17    most recent Annual Financial Report in Pupil
18    Transportation Services, function 2550 in both the
19    Education and Transportation funds and functions 4110 and
20    4120 in the Transportation fund, less any corresponding
21    fiscal year State of Illinois scheduled payments excluding
22    net adjustments for prior years for regular, vocational, or
23    special education transportation reimbursement pursuant to
24    Section 29-5 or subsection (b) of Section 14-13.01 of this
25    Code divided by the Adjusted EAV. If an Organizational
26    Unit's corresponding fiscal year State of Illinois

 

 

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1    scheduled payments excluding net adjustments for prior
2    years for regular, vocational, or special education
3    transportation reimbursement pursuant to Section 29-5 or
4    subsection (b) of Section 14-13.01 of this Code exceed the
5    total transportation expenses, as defined in this
6    paragraph, no transportation rate shall be subtracted from
7    the Operating Tax Rate.
8        "Allocation Rate" is defined in paragraph (3) of
9    subsection (g) of this Section.
10        "Alternative School" means a public school that is
11    created and operated by a regional superintendent of
12    schools and approved by the State Board.
13        "Applicable Tax Rate" is defined in paragraph (1) of
14    subsection (d) of this Section.
15        "Assessment" means any of those benchmark, progress
16    monitoring, formative, diagnostic, and other assessments,
17    in addition to the State accountability assessment, that
18    assist teachers' needs in understanding the skills and
19    meeting the needs of the students they serve.
20        "Assistant principal" means a school administrator
21    duly endorsed to be employed as an assistant principal in
22    this State.
23        "At-risk student" means a student who is at risk of not
24    meeting the Illinois Learning Standards or not graduating
25    from elementary or high school and who demonstrates a need
26    for vocational support or social services beyond that

 

 

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1    provided by the regular school program. All students
2    included in an Organizational Unit's Low-Income Count, as
3    well as all English learner and disabled students attending
4    the Organizational Unit, shall be considered at-risk
5    students under this Section.
6        "Average Student Enrollment" or "ASE" for fiscal year
7    2018 means, for an Organizational Unit, the greater of the
8    average number of students (grades K through 12) reported
9    to the State Board as enrolled in the Organizational Unit
10    on October 1 in the immediately preceding school year, plus
11    the pre-kindergarten students who receive special
12    education services of 2 or more hours a day as reported to
13    the State Board on December 1 in the immediately preceding
14    school year, or the average number of students (grades K
15    through 12) reported to the State Board as enrolled in the
16    Organizational Unit on October 1, plus the
17    pre-kindergarten students who receive special education
18    services of 2 or more hours a day as reported to the State
19    Board on December 1, for each of the immediately preceding
20    3 school years. For fiscal year 2019 and each subsequent
21    fiscal year, "Average Student Enrollment" or "ASE" means,
22    for an Organizational Unit, the greater of the average
23    number of students (grades K through 12) reported to the
24    State Board as enrolled in the Organizational Unit on
25    October 1 and March 1 in the immediately preceding school
26    year, plus the pre-kindergarten students who receive

 

 

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1    special education services as reported to the State Board
2    on October 1 and March 1 in the immediately preceding
3    school year, or the average number of students (grades K
4    through 12) reported to the State Board as enrolled in the
5    Organizational Unit on October 1 and March 1, plus the
6    pre-kindergarten students who receive special education
7    services as reported to the State Board on October 1 and
8    March 1, for each of the immediately preceding 3 school
9    years. For the purposes of this definition, "enrolled in
10    the Organizational Unit" means the number of students
11    reported to the State Board who are enrolled in schools
12    within the Organizational Unit that the student attends or
13    would attend if not placed or transferred to another school
14    or program to receive needed services. For the purposes of
15    calculating "ASE", all students, grades K through 12,
16    excluding those attending kindergarten for a half day and
17    students attending an alternative education program
18    operated by a regional office of education or intermediate
19    service center, shall be counted as 1.0. All students
20    attending kindergarten for a half day shall be counted as
21    0.5, unless in 2017 by June 15 or by March 1 in subsequent
22    years, the school district reports to the State Board of
23    Education the intent to implement full-day kindergarten
24    district-wide for all students, then all students
25    attending kindergarten shall be counted as 1.0. Special
26    education pre-kindergarten students shall be counted as

 

 

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1    0.5 each. If the State Board does not collect or has not
2    collected both an October 1 and March 1 enrollment count by
3    grade or a December 1 collection of special education
4    pre-kindergarten students as of August 31, 2017 (the
5    effective date of Public Act 100-465) this amendatory Act
6    of the 100th General Assembly, it shall establish such
7    collection for all future years. For any year in which
8    where a count by grade level was collected only once, that
9    count shall be used as the single count available for
10    computing a 3-year average ASE. Funding for programs
11    operated by a regional office of education or an
12    intermediate service center must be calculated using the
13    Evidence-Based Funding evidence-based funding formula
14    under this Section for the 2019-2020 school year and each
15    subsequent school year until separate adequacy formulas
16    are developed and adopted for each type of program. ASE for
17    a program operated by a regional office of education or an
18    intermediate service center must be determined by the March
19    1 enrollment for the program. For the 2019-2020 school
20    year, the ASE used in the calculation must be the
21    first-year ASE and, in that year only, the assignment of
22    students served by a regional office of education or
23    intermediate service center shall not result in a reduction
24    of the March enrollment for any school district. For the
25    2020-2021 school year, the ASE must be the greater of the
26    current-year ASE or the 2-year average ASE. Beginning with

 

 

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1    the 2021-2022 school year, the ASE must be the greater of
2    the current-year ASE or the 3-year average ASE. School
3    districts shall submit the data for the ASE calculation to
4    the State Board within 45 days of the dates required in
5    this Section for submission of enrollment data in order for
6    it to be included in the ASE calculation. For fiscal year
7    2018 only, the ASE calculation shall include only
8    enrollment taken on October 1.
9        "Base Funding Guarantee" is defined in paragraph (10)
10    of subsection (g) of this Section.
11        "Base Funding Minimum" is defined in subsection (e) of
12    this Section.
13        "Base Tax Year" means the property tax levy year used
14    to calculate the Budget Year allocation of primary State
15    aid.
16        "Base Tax Year's Extension" means the product of the
17    equalized assessed valuation utilized by the county clerk
18    in the Base Tax Year multiplied by the limiting rate as
19    calculated by the county clerk and defined in PTELL.
20        "Bilingual Education Allocation" means the amount of
21    an Organizational Unit's final Adequacy Target
22    attributable to bilingual education divided by the
23    Organizational Unit's final Adequacy Target, the product
24    of which shall be multiplied by the amount of new funding
25    received pursuant to this Section. An Organizational
26    Unit's final Adequacy Target attributable to bilingual

 

 

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1    education shall include all additional investments in
2    English learner students' adequacy elements.
3        "Budget Year" means the school year for which primary
4    State aid is calculated and awarded under this Section.
5        "Central office" means individual administrators and
6    support service personnel charged with managing the
7    instructional programs, business and operations, and
8    security of the Organizational Unit.
9        "Comparable Wage Index" or "CWI" means a regional cost
10    differentiation metric that measures systemic, regional
11    variations in the salaries of college graduates who are not
12    educators. The CWI utilized for this Section shall, for the
13    first 3 years of Evidence-Based Funding implementation, be
14    the CWI initially developed by the National Center for
15    Education Statistics, as most recently updated by Texas A &
16    M University. In the fourth and subsequent years of
17    Evidence-Based Funding implementation, the State
18    Superintendent shall re-determine the CWI using a similar
19    methodology to that identified in the Texas A & M
20    University study, with adjustments made no less frequently
21    than once every 5 years.
22        "Computer technology and equipment" means computers
23    servers, notebooks, network equipment, copiers, printers,
24    instructional software, security software, curriculum
25    management courseware, and other similar materials and
26    equipment.

 

 

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1        "Computer technology and equipment investment
2    allocation" means the final Adequacy Target amount of an
3    Organizational Unit assigned to Tier 1 or Tier 2 in the
4    prior school year attributable to the additional $285.50
5    per student computer technology and equipment investment
6    grant divided by the Organizational Unit's final Adequacy
7    Target, the result of which shall be multiplied by the
8    amount of new funding received pursuant to this Section. An
9    Organizational Unit assigned to a Tier 1 or Tier 2 final
10    Adequacy Target attributable to the received computer
11    technology and equipment investment grant shall include
12    all additional investments in computer technology and
13    equipment adequacy elements.
14        "Core subject" means mathematics; science; reading,
15    English, writing, and language arts; history and social
16    studies; world languages; and subjects taught as Advanced
17    Placement in high schools.
18        "Core teacher" means a regular classroom teacher in
19    elementary schools and teachers of a core subject in middle
20    and high schools.
21        "Core Intervention teacher (tutor)" means a licensed
22    teacher providing one-on-one or small group tutoring to
23    students struggling to meet proficiency in core subjects.
24        "CPPRT" means corporate personal property replacement
25    tax funds paid to an Organizational Unit during the
26    calendar year one year before the calendar year in which a

 

 

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1    school year begins, pursuant to "An Act in relation to the
2    abolition of ad valorem personal property tax and the
3    replacement of revenues lost thereby, and amending and
4    repealing certain Acts and parts of Acts in connection
5    therewith", certified August 14, 1979, as amended (Public
6    Act 81-1st S.S.-1).
7        "EAV" means equalized assessed valuation as defined in
8    paragraph (2) of subsection (d) of this Section and
9    calculated in accordance with paragraph (3) of subsection
10    (d) of this Section.
11        "ECI" means the Bureau of Labor Statistics' national
12    employment cost index for civilian workers in educational
13    services in elementary and secondary schools on a
14    cumulative basis for the 12-month calendar year preceding
15    the fiscal year of the Evidence-Based Funding calculation.
16        "EIS Data" means the employment information system
17    data maintained by the State Board on educators within
18    Organizational Units.
19        "Employee benefits" means health, dental, and vision
20    insurance offered to employees of an Organizational Unit,
21    the costs associated with the statutorily required payment
22    of the normal cost of the Organizational Unit's teacher
23    pensions, Social Security employer contributions, and
24    Illinois Municipal Retirement Fund employer contributions.
25        "English learner" or "EL" means a child included in the
26    definition of "English learners" under Section 14C-2 of

 

 

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1    this Code participating in a program of transitional
2    bilingual education or a transitional program of
3    instruction meeting the requirements and program
4    application procedures of Article 14C of this Code. For the
5    purposes of collecting the number of EL students enrolled,
6    the same collection and calculation methodology as defined
7    above for "ASE" shall apply to English learners, with the
8    exception that EL student enrollment shall include
9    students in grades pre-kindergarten through 12.
10        "Essential Elements" means those elements, resources,
11    and educational programs that have been identified through
12    academic research as necessary to improve student success,
13    improve academic performance, close achievement gaps, and
14    provide for other per student costs related to the delivery
15    and leadership of the Organizational Unit, as well as the
16    maintenance and operations of the unit, and which are
17    specified in paragraph (2) of subsection (b) of this
18    Section.
19        "Evidence-Based Funding" means State funding provided
20    to an Organizational Unit pursuant to this Section.
21        "Extended day" means academic and enrichment programs
22    provided to students outside the regular school day before
23    and after school or during non-instructional times during
24    the school day.
25        "Extension Limitation Ratio" means a numerical ratio
26    in which the numerator is the Base Tax Year's Extension and

 

 

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1    the denominator is the Preceding Tax Year's Extension.
2        "Final Percent of Adequacy" is defined in paragraph (4)
3    of subsection (f) of this Section.
4        "Final Resources" is defined in paragraph (3) of
5    subsection (f) of this Section.
6        "Full-time equivalent" or "FTE" means the full-time
7    equivalency compensation for staffing the relevant
8    position at an Organizational Unit.
9        "Funding Gap" is defined in paragraph (1) of subsection
10    (g).
11        "Guidance counselor" means a licensed guidance
12    counselor who provides guidance and counseling support for
13    students within an Organizational Unit.
14        "Hybrid District" means a partial elementary unit
15    district created pursuant to Article 11E of this Code.
16        "Instructional assistant" means a core or special
17    education, non-licensed employee who assists a teacher in
18    the classroom and provides academic support to students.
19        "Instructional facilitator" means a qualified teacher
20    or licensed teacher leader who facilitates and coaches
21    continuous improvement in classroom instruction; provides
22    instructional support to teachers in the elements of
23    research-based instruction or demonstrates the alignment
24    of instruction with curriculum standards and assessment
25    tools; develops or coordinates instructional programs or
26    strategies; develops and implements training; chooses

 

 

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1    standards-based instructional materials; provides teachers
2    with an understanding of current research; serves as a
3    mentor, site coach, curriculum specialist, or lead
4    teacher; or otherwise works with fellow teachers, in
5    collaboration, to use data to improve instructional
6    practice or develop model lessons.
7        "Instructional materials" means relevant instructional
8    materials for student instruction, including, but not
9    limited to, textbooks, consumable workbooks, laboratory
10    equipment, library books, and other similar materials.
11        "Laboratory School" means a public school that is
12    created and operated by a public university and approved by
13    the State Board.
14        "Librarian" means a teacher with an endorsement as a
15    library information specialist or another individual whose
16    primary responsibility is overseeing library resources
17    within an Organizational Unit.
18        "Limiting rate for Hybrid Districts" means the
19    combined elementary school and high school limiting
20    limited rates.
21        "Local Capacity" is defined in paragraph (1) of
22    subsection (c) of this Section.
23        "Local Capacity Percentage" is defined in subparagraph
24    (A) of paragraph (2) of subsection (c) of this Section.
25        "Local Capacity Ratio" is defined in subparagraph (B)
26    of paragraph (2) of subsection (c) of this Section.

 

 

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1        "Local Capacity Target" is defined in paragraph (2) of
2    subsection (c) of this Section.
3        "Low-Income Count" means, for an Organizational Unit
4    in a fiscal year, the higher of the average number of
5    students for the prior school year or the immediately
6    preceding 3 school years who, as of July 1 of the
7    immediately preceding fiscal year (as determined by the
8    Department of Human Services), are eligible for at least
9    one of the following low-income low income programs:
10    Medicaid, the Children's Health Insurance Program,
11    Temporary Assistance for Needy Families (TANF), or the
12    Supplemental Nutrition Assistance Program, excluding
13    pupils who are eligible for services provided by the
14    Department of Children and Family Services. Until such time
15    that grade level low-income populations become available,
16    grade level low-income populations shall be determined by
17    applying the low-income percentage to total student
18    enrollments by grade level. The low-income percentage is
19    determined by dividing the Low-Income Count by the Average
20    Student Enrollment. The low-income percentage for programs
21    operated by a regional office of education or an
22    intermediate service center must be set to the weighted
23    average of the low-income percentages of all of the school
24    districts in the service region. The weighted low-income
25    percentage is the result of multiplying the low-income
26    percentage of each school district served by the regional

 

 

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1    office of education or intermediate service center by each
2    school district's Average Student Enrollment, summarizing
3    those products and dividing the total by the total Average
4    Student Enrollment for the service region.
5        "Maintenance and operations" means custodial services,
6    facility and ground maintenance, facility operations,
7    facility security, routine facility repairs, and other
8    similar services and functions.
9        "Minimum Funding Level" is defined in paragraph (9) of
10    subsection (g) of this Section.
11        "New Property Tax Relief Pool Funds" means, for any
12    given fiscal year, all State funds appropriated under
13    Section 2-3.170 of the School Code.
14        "New State Funds" means, for a given school year, all
15    State funds appropriated for Evidence-Based Funding in
16    excess of the amount needed to fund the Base Funding
17    Minimum for all Organizational Units in that school year.
18        "Net State Contribution Target" means, for a given
19    school year, the amount of State funds that would be
20    necessary to fully meet the Adequacy Target of an
21    Operational Unit minus the Preliminary Resources available
22    to each unit.
23        "Nurse" means an individual licensed as a certified
24    school nurse, in accordance with the rules established for
25    nursing services by the State Board, who is an employee of
26    and is available to provide health care-related services

 

 

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1    for students of an Organizational Unit.
2        "Operating Tax Rate" means the rate utilized in the
3    previous year to extend property taxes for all purposes,
4    except, Bond and Interest, Summer School, Rent, Capital
5    Improvement, and Vocational Education Building purposes.
6    For Hybrid Districts, the Operating Tax Rate shall be the
7    combined elementary and high school rates utilized in the
8    previous year to extend property taxes for all purposes,
9    except, Bond and Interest, Summer School, Rent, Capital
10    Improvement, and Vocational Education Building purposes.
11        "Organizational Unit" means a Laboratory School or any
12    public school district that is recognized as such by the
13    State Board and that contains elementary schools typically
14    serving kindergarten through 5th grades, middle schools
15    typically serving 6th through 8th grades, high schools
16    typically serving 9th through 12th grades, a program
17    established under Section 2-3.66 or 2-3.41, or a program
18    operated by a regional office of education or an
19    intermediate service center under Article 13A or 13B. The
20    General Assembly acknowledges that the actual grade levels
21    served by a particular Organizational Unit may vary
22    slightly from what is typical.
23        "Organizational Unit CWI" is determined by calculating
24    the CWI in the region and original county in which an
25    Organizational Unit's primary administrative office is
26    located as set forth in this paragraph, provided that if

 

 

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1    the Organizational Unit CWI as calculated in accordance
2    with this paragraph is less than 0.9, the Organizational
3    Unit CWI shall be increased to 0.9. Each county's current
4    CWI value shall be adjusted based on the CWI value of that
5    county's neighboring Illinois counties, to create a
6    "weighted adjusted index value". This shall be calculated
7    by summing the CWI values of all of a county's adjacent
8    Illinois counties and dividing by the number of adjacent
9    Illinois counties, then taking the weighted value of the
10    original county's CWI value and the adjacent Illinois
11    county average. To calculate this weighted value, if the
12    number of adjacent Illinois counties is greater than 2, the
13    original county's CWI value will be weighted at 0.25 and
14    the adjacent Illinois county average will be weighted at
15    0.75. If the number of adjacent Illinois counties is 2, the
16    original county's CWI value will be weighted at 0.33 and
17    the adjacent Illinois county average will be weighted at
18    0.66. The greater of the county's current CWI value and its
19    weighted adjusted index value shall be used as the
20    Organizational Unit CWI.
21        "Preceding Tax Year" means the property tax levy year
22    immediately preceding the Base Tax Year.
23        "Preceding Tax Year's Extension" means the product of
24    the equalized assessed valuation utilized by the county
25    clerk in the Preceding Tax Year multiplied by the Operating
26    Tax Rate.

 

 

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1        "Preliminary Percent of Adequacy" is defined in
2    paragraph (2) of subsection (f) of this Section.
3        "Preliminary Resources" is defined in paragraph (2) of
4    subsection (f) of this Section.
5        "Principal" means a school administrator duly endorsed
6    to be employed as a principal in this State.
7        "Professional development" means training programs for
8    licensed staff in schools, including, but not limited to,
9    programs that assist in implementing new curriculum
10    programs, provide data focused or academic assessment data
11    training to help staff identify a student's weaknesses and
12    strengths, target interventions, improve instruction,
13    encompass instructional strategies for English learner,
14    gifted, or at-risk students, address inclusivity, cultural
15    sensitivity, or implicit bias, or otherwise provide
16    professional support for licensed staff.
17        "Prototypical" means 450 special education
18    pre-kindergarten and kindergarten through grade 5 students
19    for an elementary school, 450 grade 6 through 8 students
20    for a middle school, and 600 grade 9 through 12 students
21    for a high school.
22        "PTELL" means the Property Tax Extension Limitation
23    Law.
24        "PTELL EAV" is defined in paragraph (4) of subsection
25    (d) of this Section.
26        "Pupil support staff" means a nurse, psychologist,

 

 

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1    social worker, family liaison personnel, or other staff
2    member who provides support to at-risk or struggling
3    students.
4        "Real Receipts" is defined in paragraph (1) of
5    subsection (d) of this Section.
6        "Regionalization Factor" means, for a particular
7    Organizational Unit, the figure derived by dividing the
8    Organizational Unit CWI by the Statewide Weighted CWI.
9        "School site staff" means the primary school secretary
10    and any additional clerical personnel assigned to a school.
11        "Special education" means special educational
12    facilities and services, as defined in Section 14-1.08 of
13    this Code.
14        "Special Education Allocation" means the amount of an
15    Organizational Unit's final Adequacy Target attributable
16    to special education divided by the Organizational Unit's
17    final Adequacy Target, the product of which shall be
18    multiplied by the amount of new funding received pursuant
19    to this Section. An Organizational Unit's final Adequacy
20    Target attributable to special education shall include all
21    special education investment adequacy elements.
22        "Specialist teacher" means a teacher who provides
23    instruction in subject areas not included in core subjects,
24    including, but not limited to, art, music, physical
25    education, health, driver education, career-technical
26    education, and such other subject areas as may be mandated

 

 

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1    by State law or provided by an Organizational Unit.
2        "Specially Funded Unit" means an Alternative School,
3    safe school, Department of Juvenile Justice school,
4    special education cooperative or entity recognized by the
5    State Board as a special education cooperative,
6    State-approved charter school, or alternative learning
7    opportunities program that received direct funding from
8    the State Board during the 2016-2017 school year through
9    any of the funding sources included within the calculation
10    of the Base Funding Minimum or Glenwood Academy.
11        "Supplemental Grant Funding" means supplemental
12    general State aid funding received by an Organizational
13    Organization Unit during the 2016-2017 school year
14    pursuant to subsection (H) of Section 18-8.05 of this Code
15    (now repealed).
16        "State Adequacy Level" is the sum of the Adequacy
17    Targets of all Organizational Units.
18        "State Board" means the State Board of Education.
19        "State Superintendent" means the State Superintendent
20    of Education.
21        "Statewide Weighted CWI" means a figure determined by
22    multiplying each Organizational Unit CWI times the ASE for
23    that Organizational Unit creating a weighted value,
24    summing all Organizational Units' Unit's weighted values,
25    and dividing by the total ASE of all Organizational Units,
26    thereby creating an average weighted index.

 

 

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1        "Student activities" means non-credit producing
2    after-school programs, including, but not limited to,
3    clubs, bands, sports, and other activities authorized by
4    the school board of the Organizational Unit.
5        "Substitute teacher" means an individual teacher or
6    teaching assistant who is employed by an Organizational
7    Unit and is temporarily serving the Organizational Unit on
8    a per diem or per period-assignment basis to replace
9    replacing another staff member.
10        "Summer school" means academic and enrichment programs
11    provided to students during the summer months outside of
12    the regular school year.
13        "Supervisory aide" means a non-licensed staff member
14    who helps in supervising students of an Organizational
15    Unit, but does so outside of the classroom, in situations
16    such as, but not limited to, monitoring hallways and
17    playgrounds, supervising lunchrooms, or supervising
18    students when being transported in buses serving the
19    Organizational Unit.
20        "Target Ratio" is defined in paragraph (4) of
21    subsection (g).
22        "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
23    in paragraph (3) of subsection (g).
24        "Tier 1 Aggregate Funding", "Tier 2 Aggregate
25    Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
26    Funding" are defined in paragraph (1) of subsection (g).

 

 

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1    (b) Adequacy Target calculation.
2        (1) Each Organizational Unit's Adequacy Target is the
3    sum of the Organizational Unit's cost of providing
4    Essential Elements, as calculated in accordance with this
5    subsection (b), with the salary amounts in the Essential
6    Elements multiplied by a Regionalization Factor calculated
7    pursuant to paragraph (3) of this subsection (b).
8        (2) The Essential Elements are attributable on a pro
9    rata basis related to defined subgroups of the ASE of each
10    Organizational Unit as specified in this paragraph (2),
11    with investments and FTE positions pro rata funded based on
12    ASE counts in excess of or less than the thresholds set
13    forth in this paragraph (2). Any Organizational Unit that
14    has an ASE that is less than the thresholds set forth in
15    this paragraph (2) shall be funded at the applicable
16    threshold set forth in this paragraph (2) and not funded on
17    a pro rata based count. The method for calculating
18    attributable pro rata costs and the defined subgroups
19    thereto are as follows:
20            (A) Core class size investments. Each
21        Organizational Unit shall receive the funding required
22        to support that number of FTE core teacher positions as
23        is needed to keep the respective class sizes of the
24        Organizational Unit to the following maximum numbers:
25                (i) For grades kindergarten through 3, the
26            Organizational Unit shall receive funding required

 

 

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1            to support one FTE core teacher position for every
2            15 Low-Income Count students in those grades and
3            one FTE core teacher position for every 20
4            non-Low-Income Count students in those grades.
5                (ii) For grades 4 through 12, the
6            Organizational Unit shall receive funding required
7            to support one FTE core teacher position for every
8            20 Low-Income Count students in those grades and
9            one FTE core teacher position for every 25
10            non-Low-Income Count students in those grades.
11            The number of non-Low-Income Count students in a
12        grade shall be determined by subtracting the
13        Low-Income students in that grade from the ASE of the
14        Organizational Unit for that grade.
15            (B) Specialist teacher investments. Each
16        Organizational Unit shall receive the funding needed
17        to cover that number of FTE specialist teacher
18        positions that correspond to the following
19        percentages:
20                (i) if the Organizational Unit operates an
21            elementary or middle school, then 20.00% of the
22            number of the Organizational Unit's core teachers,
23            as determined under subparagraph (A) of this
24            paragraph (2); and
25                (ii) if such Organizational Unit operates a
26            high school, then 33.33% of the number of the

 

 

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1            Organizational Unit's core teachers.
2            (C) Instructional facilitator investments. Each
3        Organizational Unit shall receive the funding needed
4        to cover one FTE instructional facilitator position
5        for every 200 combined ASE of pre-kindergarten
6        children with disabilities and all kindergarten
7        through grade 12 students of the Organizational Unit.
8            (D) Core intervention teacher (tutor) investments.
9        Each Organizational Unit shall receive the funding
10        needed to cover one FTE teacher position for each
11        prototypical elementary, middle, and high school.
12            (E) Substitute teacher investments. Each
13        Organizational Unit shall receive the funding needed
14        to cover substitute teacher costs that is equal to
15        5.70% of the minimum pupil attendance days required
16        under Section 10-19 of this Code for all full-time
17        equivalent core, specialist, and intervention
18        teachers, school nurses, special education teachers
19        and instructional assistants, instructional
20        facilitators, and summer school and extended day
21        extended-day teacher positions, as determined under
22        this paragraph (2), at a salary rate of 33.33% of the
23        average salary for grade K through 12 teachers and
24        33.33% of the average salary of each instructional
25        assistant position.
26            (F) Core guidance counselor investments. Each

 

 

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1        Organizational Unit shall receive the funding needed
2        to cover one FTE guidance counselor for each 450
3        combined ASE of pre-kindergarten children with
4        disabilities and all kindergarten through grade 5
5        students, plus one FTE guidance counselor for each 250
6        grades 6 through 8 ASE middle school students, plus one
7        FTE guidance counselor for each 250 grades 9 through 12
8        ASE high school students.
9            (G) Nurse investments. Each Organizational Unit
10        shall receive the funding needed to cover one FTE nurse
11        for each 750 combined ASE of pre-kindergarten children
12        with disabilities and all kindergarten through grade
13        12 students across all grade levels it serves.
14            (H) Supervisory aide investments. Each
15        Organizational Unit shall receive the funding needed
16        to cover one FTE for each 225 combined ASE of
17        pre-kindergarten children with disabilities and all
18        kindergarten through grade 5 students, plus one FTE for
19        each 225 ASE middle school students, plus one FTE for
20        each 200 ASE high school students.
21            (I) Librarian investments. Each Organizational
22        Unit shall receive the funding needed to cover one FTE
23        librarian for each prototypical elementary school,
24        middle school, and high school and one FTE aide or
25        media technician for every 300 combined ASE of
26        pre-kindergarten children with disabilities and all

 

 

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1        kindergarten through grade 12 students.
2            (J) Principal investments. Each Organizational
3        Unit shall receive the funding needed to cover one FTE
4        principal position for each prototypical elementary
5        school, plus one FTE principal position for each
6        prototypical middle school, plus one FTE principal
7        position for each prototypical high school.
8            (K) Assistant principal investments. Each
9        Organizational Unit shall receive the funding needed
10        to cover one FTE assistant principal position for each
11        prototypical elementary school, plus one FTE assistant
12        principal position for each prototypical middle
13        school, plus one FTE assistant principal position for
14        each prototypical high school.
15            (L) School site staff investments. Each
16        Organizational Unit shall receive the funding needed
17        for one FTE position for each 225 ASE of
18        pre-kindergarten children with disabilities and all
19        kindergarten through grade 5 students, plus one FTE
20        position for each 225 ASE middle school students, plus
21        one FTE position for each 200 ASE high school students.
22            (M) Gifted investments. Each Organizational Unit
23        shall receive $40 per kindergarten through grade 12
24        ASE.
25            (N) Professional development investments. Each
26        Organizational Unit shall receive $125 per student of

 

 

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1        the combined ASE of pre-kindergarten children with
2        disabilities and all kindergarten through grade 12
3        students for trainers and other professional
4        development-related expenses for supplies and
5        materials.
6            (O) Instructional material investments. Each
7        Organizational Unit shall receive $190 per student of
8        the combined ASE of pre-kindergarten children with
9        disabilities and all kindergarten through grade 12
10        students to cover instructional material costs.
11            (P) Assessment investments. Each Organizational
12        Unit shall receive $25 per student of the combined ASE
13        of pre-kindergarten children with disabilities and all
14        kindergarten through grade 12 students student to
15        cover assessment costs.
16            (Q) Computer technology and equipment investments.
17        Each Organizational Unit shall receive $285.50 per
18        student of the combined ASE of pre-kindergarten
19        children with disabilities and all kindergarten
20        through grade 12 students to cover computer technology
21        and equipment costs. For the 2018-2019 school year and
22        subsequent school years, Organizational Units assigned
23        to Tier 1 and Tier 2 in the prior school year shall
24        receive an additional $285.50 per student of the
25        combined ASE of pre-kindergarten children with
26        disabilities and all kindergarten through grade 12

 

 

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1        students to cover computer technology and equipment
2        costs in the Organizational Organization Unit's
3        Adequacy Target. The State Board may establish
4        additional requirements for Organizational Unit
5        expenditures of funds received pursuant to this
6        subparagraph (Q), including a requirement that funds
7        received pursuant to this subparagraph (Q) may be used
8        only for serving the technology needs of the district.
9        It is the intent of Public Act 100-465 this amendatory
10        Act of the 100th General Assembly that all Tier 1 and
11        Tier 2 districts receive the addition to their Adequacy
12        Target in the following year, subject to compliance
13        with the requirements of the State Board.
14            (R) Student activities investments. Each
15        Organizational Unit shall receive the following
16        funding amounts to cover student activities: $100 per
17        kindergarten through grade 5 ASE student in elementary
18        school, plus $200 per ASE student in middle school,
19        plus $675 per ASE student in high school.
20            (S) Maintenance and operations investments. Each
21        Organizational Unit shall receive $1,038 per student
22        of the combined ASE of pre-kindergarten children with
23        disabilities and all kindergarten through grade 12
24        students for day-to-day maintenance and operations
25        expenditures, including salary, supplies, and
26        materials, as well as purchased services, but

 

 

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1        excluding employee benefits. The proportion of salary
2        for the application of a Regionalization Factor and the
3        calculation of benefits is equal to $352.92.
4            (T) Central office investments. Each
5        Organizational Unit shall receive $742 per student of
6        the combined ASE of pre-kindergarten children with
7        disabilities and all kindergarten through grade 12
8        students to cover central office operations, including
9        administrators and classified personnel charged with
10        managing the instructional programs, business and
11        operations of the school district, and security
12        personnel. The proportion of salary for the
13        application of a Regionalization Factor and the
14        calculation of benefits is equal to $368.48.
15            (U) Employee benefit investments. Each
16        Organizational Unit shall receive 30% of the total of
17        all salary-calculated elements of the Adequacy Target,
18        excluding substitute teachers and student activities
19        investments, to cover benefit costs. For central
20        office and maintenance and operations investments, the
21        benefit calculation shall be based upon the salary
22        proportion of each investment. If at any time the
23        responsibility for funding the employer normal cost of
24        teacher pensions is assigned to school districts, then
25        that amount certified by the Teachers' Retirement
26        System of the State of Illinois to be paid by the

 

 

HB5223- 32 -LRB101 17442 NHT 66851 b

1        Organizational Unit for the preceding school year
2        shall be added to the benefit investment. For any
3        fiscal year in which a school district organized under
4        Article 34 of this Code is responsible for paying the
5        employer normal cost of teacher pensions, then that
6        amount of its employer normal cost plus the amount for
7        retiree health insurance as certified by the Public
8        School Teachers' Pension and Retirement Fund of
9        Chicago to be paid by the school district for the
10        preceding school year that is statutorily required to
11        cover employer normal costs and the amount for retiree
12        health insurance shall be added to the 30% specified in
13        this subparagraph (U). The Teachers' Retirement System
14        of the State of Illinois and the Public School
15        Teachers' Pension and Retirement Fund of Chicago shall
16        submit such information as the State Superintendent
17        may require for the calculations set forth in this
18        subparagraph (U).
19            (V) Additional investments in low-income students.
20        In addition to and not in lieu of all other funding
21        under this paragraph (2), each Organizational Unit
22        shall receive funding based on the average teacher
23        salary for grades K through 12 to cover the costs of:
24                (i) one FTE intervention teacher (tutor)
25            position for every 125 Low-Income Count students;
26                (ii) one FTE pupil support staff position for

 

 

HB5223- 33 -LRB101 17442 NHT 66851 b

1            every 125 Low-Income Count students;
2                (iii) one FTE extended day teacher position
3            for every 120 Low-Income Count students; and
4                (iv) one FTE summer school teacher position
5            for every 120 Low-Income Count students.
6            (W) Additional investments in English learner
7        students. In addition to and not in lieu of all other
8        funding under this paragraph (2), each Organizational
9        Unit shall receive funding based on the average teacher
10        salary for grades K through 12 to cover the costs of:
11                (i) one FTE intervention teacher (tutor)
12            position for every 125 English learner students;
13                (ii) one FTE pupil support staff position for
14            every 125 English learner students;
15                (iii) one FTE extended day teacher position
16            for every 120 English learner students;
17                (iv) one FTE summer school teacher position
18            for every 120 English learner students; and
19                (v) one FTE core teacher position for every 100
20            English learner students.
21            (X) Special education investments. Each
22        Organizational Unit shall receive funding based on the
23        average teacher salary for grades K through 12 to cover
24        special education as follows:
25                (i) one FTE teacher position for every 141
26            combined ASE of pre-kindergarten children with

 

 

HB5223- 34 -LRB101 17442 NHT 66851 b

1            disabilities and all kindergarten through grade 12
2            students;
3                (ii) one FTE instructional assistant for every
4            141 combined ASE of pre-kindergarten children with
5            disabilities and all kindergarten through grade 12
6            students; and
7                (iii) one FTE psychologist position for every
8            1,000 combined ASE of pre-kindergarten children
9            with disabilities and all kindergarten through
10            grade 12 students.
11        (3) For calculating the salaries included within the
12    Essential Elements, the State Superintendent shall
13    annually calculate average salaries to the nearest dollar
14    using the employment information system data maintained by
15    the State Board, limited to public schools only and
16    excluding special education and vocational cooperatives,
17    schools operated by the Department of Juvenile Justice, and
18    charter schools, for the following positions:
19            (A) Teacher for grades K through 8.
20            (B) Teacher for grades 9 through 12.
21            (C) Teacher for grades K through 12.
22            (D) Guidance counselor for grades K through 8.
23            (E) Guidance counselor for grades 9 through 12.
24            (F) Guidance counselor for grades K through 12.
25            (G) Social worker.
26            (H) Psychologist.

 

 

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1            (I) Librarian.
2            (J) Nurse.
3            (K) Principal.
4            (L) Assistant principal.
5        For the purposes of this paragraph (3), "teacher"
6    includes core teachers, specialist and elective teachers,
7    instructional facilitators, tutors, special education
8    teachers, pupil support staff teachers, English learner
9    teachers, extended day extended-day teachers, and summer
10    school teachers. Where specific grade data is not required
11    for the Essential Elements, the average salary for
12    corresponding positions shall apply. For substitute
13    teachers, the average teacher salary for grades K through
14    12 shall apply.
15        For calculating the salaries included within the
16    Essential Elements for positions not included within EIS
17    Data, the following salaries shall be used in the first
18    year of implementation of Evidence-Based Funding:
19            (i) school site staff, $30,000; and
20            (ii) non-instructional assistant, instructional
21        assistant, library aide, library media tech, or
22        supervisory aide: $25,000.
23        In the second and subsequent years of implementation of
24    Evidence-Based Funding, the amounts in items (i) and (ii)
25    of this paragraph (3) shall annually increase by the ECI.
26        The salary amounts for the Essential Elements

 

 

HB5223- 36 -LRB101 17442 NHT 66851 b

1    determined pursuant to subparagraphs (A) through (L), (S)
2    and (T), and (V) through (X) of paragraph (2) of subsection
3    (b) of this Section shall be multiplied by a
4    Regionalization Factor.
5    (c) Local Capacity capacity calculation.
6        (1) Each Organizational Unit's Local Capacity
7    represents an amount of funding it is assumed to contribute
8    toward its Adequacy Target for purposes of the
9    Evidence-Based Funding formula calculation. "Local
10    Capacity" means either (i) the Organizational Unit's Local
11    Capacity Target as calculated in accordance with paragraph
12    (2) of this subsection (c) if its Real Receipts are equal
13    to or less than its Local Capacity Target or (ii) the
14    Organizational Unit's Adjusted Local Capacity, as
15    calculated in accordance with paragraph (3) of this
16    subsection (c) if Real Receipts are more than its Local
17    Capacity Target.
18        (2) "Local Capacity Target" means, for an
19    Organizational Unit, that dollar amount that is obtained by
20    multiplying its Adequacy Target by its Local Capacity
21    Ratio.
22            (A) An Organizational Unit's Local Capacity
23        Percentage is the conversion of the Organizational
24        Unit's Local Capacity Ratio, as such ratio is
25        determined in accordance with subparagraph (B) of this
26        paragraph (2), into a cumulative distribution

 

 

HB5223- 37 -LRB101 17442 NHT 66851 b

1        resulting in a percentile ranking to determine each
2        Organizational Unit's relative position to all other
3        Organizational Units in this State. The calculation of
4        Local Capacity Percentage is described in subparagraph
5        (C) of this paragraph (2).
6            (B) An Organizational Unit's Local Capacity Ratio
7        in a given year is the percentage obtained by dividing
8        its Adjusted EAV or PTELL EAV, whichever is less, by
9        its Adequacy Target, with the resulting ratio further
10        adjusted as follows:
11                (i) for Organizational Units serving grades
12            kindergarten through 12 and Hybrid Districts, no
13            further adjustments shall be made;
14                (ii) for Organizational Units serving grades
15            kindergarten through 8, the ratio shall be
16            multiplied by 9/13;
17                (iii) for Organizational Units serving grades
18            9 through 12, the Local Capacity Ratio shall be
19            multiplied by 4/13; and
20                (iv) for an Organizational Unit with a
21            different grade configuration than those specified
22            in items (i) through (iii) of this subparagraph
23            (B), the State Superintendent shall determine a
24            comparable adjustment based on the grades served.
25            (C) The Local Capacity Percentage is equal to the
26        percentile ranking of the district. Local Capacity

 

 

HB5223- 38 -LRB101 17442 NHT 66851 b

1        Percentage converts each Organizational Unit's Local
2        Capacity Ratio to a cumulative distribution resulting
3        in a percentile ranking to determine each
4        Organizational Unit's relative position to all other
5        Organizational Units in this State. The Local Capacity
6        Percentage cumulative distribution resulting in a
7        percentile ranking for each Organizational Unit shall
8        be calculated using the standard normal distribution
9        of the score in relation to the weighted mean and
10        weighted standard deviation and Local Capacity Ratios
11        of all Organizational Units. If the value assigned to
12        any Organizational Unit is in excess of 90%, the value
13        shall be adjusted to 90%. For Laboratory Schools, the
14        Local Capacity Percentage shall be set at 10% in
15        recognition of the absence of EAV and resources from
16        the public university that are allocated to the
17        Laboratory School. For programs operated by a regional
18        office of education or an intermediate service center,
19        the Local Capacity Percentage must be set at 10% in
20        recognition of the absence of EAV and resources from
21        school districts that are allocated to the regional
22        office of education or intermediate service center.
23        The weighted mean for the Local Capacity Percentage
24        shall be determined by multiplying each Organizational
25        Unit's Local Capacity Ratio times the ASE for the unit
26        creating a weighted value, summing the weighted values

 

 

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1        of all Organizational Units, and dividing by the total
2        ASE of all Organizational Units. The weighted standard
3        deviation shall be determined by taking the square root
4        of the weighted variance of all Organizational Units'
5        Local Capacity Ratio, where the variance is calculated
6        by squaring the difference between each unit's Local
7        Capacity Ratio and the weighted mean, then multiplying
8        the variance for each unit times the ASE for the unit
9        to create a weighted variance for each unit, then
10        summing all units' weighted variance and dividing by
11        the total ASE of all units.
12            (D) For any Organizational Unit, the
13        Organizational Unit's Adjusted Local Capacity Target
14        shall be reduced by either (i) the school board's
15        remaining contribution pursuant to paragraph (ii) of
16        subsection (b-4) of Section 16-158 of the Illinois
17        Pension Code in a given year, or (ii) the board of
18        education's remaining contribution pursuant to
19        paragraph (iv) of subsection (b) of Section 17-129 of
20        the Illinois Pension Code absent the employer normal
21        cost portion of the required contribution and amount
22        allowed pursuant to subdivision (3) of Section
23        17-142.1 of the Illinois Pension Code in a given year.
24        In the preceding sentence, item (i) shall be certified
25        to the State Board of Education by the Teachers'
26        Retirement System of the State of Illinois and item

 

 

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1        (ii) shall be certified to the State Board of Education
2        by the Public School Teachers' Pension and Retirement
3        Fund of the City of Chicago.
4        (3) If an Organizational Unit's Real Receipts are more
5    than its Local Capacity Target, then its Local Capacity
6    shall equal an Adjusted Local Capacity Target as calculated
7    in accordance with this paragraph (3). The Adjusted Local
8    Capacity Target is calculated as the sum of the
9    Organizational Unit's Local Capacity Target and its Real
10    Receipts Adjustment. The Real Receipts Adjustment equals
11    the Organizational Unit's Real Receipts less its Local
12    Capacity Target, with the resulting figure multiplied by
13    the Local Capacity Percentage.
14        As used in this paragraph (3), "Real Percent of
15    Adequacy" means the sum of an Organizational Unit's Real
16    Receipts, CPPRT, and Base Funding Minimum, with the
17    resulting figure divided by the Organizational Unit's
18    Adequacy Target.
19    (d) Calculation of Real Receipts, EAV, and Adjusted EAV for
20purposes of the Local Capacity calculation.
21        (1) An Organizational Unit's Real Receipts are the
22    product of its Applicable Tax Rate and its Adjusted EAV. An
23    Organizational Unit's Applicable Tax Rate is its Adjusted
24    Operating Tax Rate for property within the Organizational
25    Unit.
26        (2) The State Superintendent shall calculate the

 

 

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1    equalized assessed valuation Equalized Assessed Valuation,
2    or EAV, of all taxable property of each Organizational Unit
3    as of September 30 of the previous year in accordance with
4    paragraph (3) of this subsection (d). The State
5    Superintendent shall then determine the Adjusted EAV of
6    each Organizational Unit in accordance with paragraph (4)
7    of this subsection (d), which Adjusted EAV figure shall be
8    used for the purposes of calculating Local Capacity.
9        (3) To calculate Real Receipts and EAV, the Department
10    of Revenue shall supply to the State Superintendent the
11    value as equalized or assessed by the Department of Revenue
12    of all taxable property of every Organizational Unit,
13    together with (i) the applicable tax rate used in extending
14    taxes for the funds of the Organizational Unit as of
15    September 30 of the previous year and (ii) the limiting
16    rate for all Organizational Units subject to property tax
17    extension limitations as imposed under PTELL.
18            (A) The Department of Revenue shall add to the
19        equalized assessed value of all taxable property of
20        each Organizational Unit situated entirely or
21        partially within a county that is or was subject to the
22        provisions of Section 15-176 or 15-177 of the Property
23        Tax Code (i) an amount equal to the total amount by
24        which the homestead exemption allowed under Section
25        15-176 or 15-177 of the Property Tax Code for real
26        property situated in that Organizational Unit exceeds

 

 

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1        the total amount that would have been allowed in that
2        Organizational Unit if the maximum reduction under
3        Section 15-176 was (I) $4,500 in Cook County or $3,500
4        in all other counties in tax year 2003 or (II) $5,000
5        in all counties in tax year 2004 and thereafter and
6        (ii) an amount equal to the aggregate amount for the
7        taxable year of all additional exemptions under
8        Section 15-175 of the Property Tax Code for owners with
9        a household income of $30,000 or less. The county clerk
10        of any county that is or was subject to the provisions
11        of Section 15-176 or 15-177 of the Property Tax Code
12        shall annually calculate and certify to the Department
13        of Revenue for each Organizational Unit all homestead
14        exemption amounts under Section 15-176 or 15-177 of the
15        Property Tax Code and all amounts of additional
16        exemptions under Section 15-175 of the Property Tax
17        Code for owners with a household income of $30,000 or
18        less. It is the intent of this subparagraph (A) that if
19        the general homestead exemption for a parcel of
20        property is determined under Section 15-176 or 15-177
21        of the Property Tax Code rather than Section 15-175,
22        then the calculation of EAV shall not be affected by
23        the difference, if any, between the amount of the
24        general homestead exemption allowed for that parcel of
25        property under Section 15-176 or 15-177 of the Property
26        Tax Code and the amount that would have been allowed

 

 

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1        had the general homestead exemption for that parcel of
2        property been determined under Section 15-175 of the
3        Property Tax Code. It is further the intent of this
4        subparagraph (A) that if additional exemptions are
5        allowed under Section 15-175 of the Property Tax Code
6        for owners with a household income of less than
7        $30,000, then the calculation of EAV shall not be
8        affected by the difference, if any, because of those
9        additional exemptions.
10            (B) With respect to any part of an Organizational
11        Unit within a redevelopment project area in respect to
12        which a municipality has adopted tax increment
13        allocation financing pursuant to the Tax Increment
14        Allocation Redevelopment Act, Division 74.4 of Article
15        11 of the Illinois Municipal Code, or the Industrial
16        Jobs Recovery Law, Division 74.6 of Article 11 of the
17        Illinois Municipal Code, no part of the current EAV of
18        real property located in any such project area that
19        which is attributable to an increase above the total
20        initial EAV of such property shall be used as part of
21        the EAV of the Organizational Unit, until such time as
22        all redevelopment project costs have been paid, as
23        provided in Section 11-74.4-8 of the Tax Increment
24        Allocation Redevelopment Act or in Section 11-74.6-35
25        of the Industrial Jobs Recovery Law. For the purpose of
26        the EAV of the Organizational Unit, the total initial

 

 

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1        EAV or the current EAV, whichever is lower, shall be
2        used until such time as all redevelopment project costs
3        have been paid.
4            (B-5) The real property equalized assessed
5        valuation for a school district shall be adjusted by
6        subtracting from the real property value, as equalized
7        or assessed by the Department of Revenue, for the
8        district an amount computed by dividing the amount of
9        any abatement of taxes under Section 18-170 of the
10        Property Tax Code by 3.00% for a district maintaining
11        grades kindergarten through 12, by 2.30% for a district
12        maintaining grades kindergarten through 8, or by 1.05%
13        for a district maintaining grades 9 through 12 and
14        adjusted by an amount computed by dividing the amount
15        of any abatement of taxes under subsection (a) of
16        Section 18-165 of the Property Tax Code by the same
17        percentage rates for district type as specified in this
18        subparagraph (B-5).
19            (C) For Organizational Units that are Hybrid
20        Districts, the State Superintendent shall use the
21        lesser of the adjusted equalized assessed valuation
22        for property within the partial elementary unit
23        district for elementary purposes, as defined in
24        Article 11E of this Code, or the adjusted equalized
25        assessed valuation for property within the partial
26        elementary unit district for high school purposes, as

 

 

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1        defined in Article 11E of this Code.
2        (4) An Organizational Unit's Adjusted EAV shall be the
3    average of its EAV over the immediately preceding 3 years
4    or its EAV in the immediately preceding year if the EAV in
5    the immediately preceding year has declined by 10% or more
6    compared to the 3-year average. In the event of
7    Organizational Unit reorganization, consolidation, or
8    annexation, the Organizational Unit's Adjusted EAV for the
9    first 3 years after such change shall be as follows: the
10    most current EAV shall be used in the first year, the
11    average of a 2-year EAV or its EAV in the immediately
12    preceding year if the EAV declines by 10% or more compared
13    to the 2-year average for the second year, and a 3-year
14    average EAV or its EAV in the immediately preceding year if
15    the Adjusted adjusted EAV declines by 10% or more compared
16    to the 3-year average for the third year. For any school
17    district whose EAV in the immediately preceding year is
18    used in calculations, in the following year, the Adjusted
19    EAV shall be the average of its EAV over the immediately
20    preceding 2 years or the immediately preceding year if that
21    year represents a decline of 10% or more compared to the
22    2-year average.
23        "PTELL EAV" means a figure calculated by the State
24    Board for Organizational Units subject to PTELL as
25    described in this paragraph (4) for the purposes of
26    calculating an Organizational Unit's Local Capacity Ratio.

 

 

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1    Except as otherwise provided in this paragraph (4), the
2    PTELL EAV of an Organizational Unit shall be equal to the
3    product of the equalized assessed valuation last used in
4    the calculation of general State aid under Section 18-8.05
5    of this Code (now repealed) or Evidence-Based Funding under
6    this Section and the Organizational Unit's Extension
7    Limitation Ratio. If an Organizational Unit has approved or
8    does approve an increase in its limiting rate, pursuant to
9    Section 18-190 of the Property Tax Code, affecting the Base
10    Tax Year, the PTELL EAV shall be equal to the product of
11    the equalized assessed valuation last used in the
12    calculation of general State aid under Section 18-8.05 of
13    this Code (now repealed) or Evidence-Based Funding under
14    this Section multiplied by an amount equal to one plus the
15    percentage increase, if any, in the Consumer Price Index
16    for All Urban Consumers for all items published by the
17    United States Department of Labor for the 12-month calendar
18    year preceding the Base Tax Year, plus the equalized
19    assessed valuation of new property, annexed property, and
20    recovered tax increment value and minus the equalized
21    assessed valuation of disconnected property.
22        As used in this paragraph (4), "new property" and
23    "recovered tax increment value" shall have the meanings set
24    forth in the Property Tax Extension Limitation Law.
25    (e) Base Funding Minimum calculation.
26        (1) For the 2017-2018 school year, the Base Funding

 

 

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1    Minimum of an Organizational Unit or a Specially Funded
2    Unit shall be the amount of State funds distributed to the
3    Organizational Unit or Specially Funded Unit during the
4    2016-2017 school year prior to any adjustments and
5    specified appropriation amounts described in this
6    paragraph (1) from the following Sections, as calculated by
7    the State Superintendent: Section 18-8.05 of this Code (now
8    repealed); Section 5 of Article 224 of Public Act 99-524
9    (equity grants); Section 14-7.02b of this Code (funding for
10    children requiring special education services); Section
11    14-13.01 of this Code (special education facilities and
12    staffing), except for reimbursement of the cost of
13    transportation pursuant to Section 14-13.01; Section
14    14C-12 of this Code (English learners); and Section 18-4.3
15    of this Code (summer school), based on an appropriation
16    level of $13,121,600. For a school district organized under
17    Article 34 of this Code, the Base Funding Minimum also
18    includes (i) the funds allocated to the school district
19    pursuant to Section 1D-1 of this Code attributable to
20    funding programs authorized by the Sections of this Code
21    listed in the preceding sentence; and (ii) the difference
22    between (I) the funds allocated to the school district
23    pursuant to Section 1D-1 of this Code attributable to the
24    funding programs authorized by Section 14-7.02 (non-public
25    special education reimbursement), subsection (b) of
26    Section 14-13.01 (special education transportation),

 

 

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1    Section 29-5 (transportation), Section 2-3.80
2    (agricultural education), Section 2-3.66 (truants'
3    alternative education), Section 2-3.62 (educational
4    service centers), and Section 14-7.03 (special education -
5    orphanage) of this Code and Section 15 of the Childhood
6    Hunger Relief Act (free breakfast program) and (II) the
7    school district's actual expenditures for its non-public
8    special education, special education transportation,
9    transportation programs, agricultural education, truants'
10    alternative education, services that would otherwise be
11    performed by a regional office of education, special
12    education orphanage expenditures, and free breakfast, as
13    most recently calculated and reported pursuant to
14    subsection (f) of Section 1D-1 of this Code. The Base
15    Funding Minimum for Glenwood Academy shall be $625,500. For
16    programs operated by a regional office of education or an
17    intermediate service center, the Base Funding Minimum must
18    be the total amount of State funds allocated to those
19    programs in the 2018-2019 school year and amounts provided
20    pursuant to Article 34 of Public Act 100-586 and Section
21    3-16 of this Code. All programs established after June 5,
22    2019 (the effective date of Public Act 101-10) this
23    amendatory Act of the 101st General Assembly and
24    administered by a regional office of education or an
25    intermediate service center must have an initial Base
26    Funding Minimum set to an amount equal to the first-year

 

 

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1    ASE multiplied by the amount of per pupil funding received
2    in the previous school year by the lowest funded similar
3    existing program type. If the enrollment for a program
4    operated by a regional office of education or an
5    intermediate service center is zero, then it may not
6    receive Base Funding Minimum funds for that program in the
7    next fiscal year, and those funds must be distributed to
8    Organizational Units under subsection (g).
9        (2) For the 2018-2019 and subsequent school years, the
10    Base Funding Minimum of Organizational Units and Specially
11    Funded Units shall be the sum of (i) the amount of
12    Evidence-Based Funding for the prior school year, (ii) the
13    Base Funding Minimum for the prior school year, and (iii)
14    any amount received by a school district pursuant to
15    Section 7 of Article 97 of Public Act 100-21.
16    (f) Percent of Adequacy and Final Resources calculation.
17        (1) The Evidence-Based Funding formula establishes a
18    Percent of Adequacy for each Organizational Unit in order
19    to place such units into tiers for the purposes of the
20    funding distribution system described in subsection (g) of
21    this Section. Initially, an Organizational Unit's
22    Preliminary Resources and Preliminary Percent of Adequacy
23    are calculated pursuant to paragraph (2) of this subsection
24    (f). Then, an Organizational Unit's Final Resources and
25    Final Percent of Adequacy are calculated to account for the
26    Organizational Unit's poverty concentration levels

 

 

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1    pursuant to paragraphs (3) and (4) of this subsection (f).
2        (2) An Organizational Unit's Preliminary Resources are
3    equal to the sum of its Local Capacity Target, CPPRT, and
4    Base Funding Minimum. An Organizational Unit's Preliminary
5    Percent of Adequacy is the lesser of (i) its Preliminary
6    Resources divided by its Adequacy Target or (ii) 100%.
7        (3) Except for Specially Funded Units, an
8    Organizational Unit's Final Resources are equal the sum of
9    its Local Capacity, CPPRT, and Adjusted Base Funding
10    Minimum. The Base Funding Minimum of each Specially Funded
11    Unit shall serve as its Final Resources, except that the
12    Base Funding Minimum for State-approved charter schools
13    shall not include any portion of general State aid
14    allocated in the prior year based on the per capita tuition
15    charge times the charter school enrollment.
16        (4) An Organizational Unit's Final Percent of Adequacy
17    is its Final Resources divided by its Adequacy Target. An
18    Organizational Unit's Adjusted Base Funding Minimum is
19    equal to its Base Funding Minimum less its Supplemental
20    Grant Funding, with the resulting figure added to the
21    product of its Supplemental Grant Funding and Preliminary
22    Percent of Adequacy.
23    (g) Evidence-Based Funding formula distribution system.
24        (1) In each school year under the Evidence-Based
25    Funding formula, each Organizational Unit receives funding
26    equal to the sum of its Base Funding Minimum and the unit's

 

 

HB5223- 51 -LRB101 17442 NHT 66851 b

1    allocation of New State Funds determined pursuant to this
2    subsection (g). To allocate New State Funds, the
3    Evidence-Based Funding formula distribution system first
4    places all Organizational Units into one of 4 tiers in
5    accordance with paragraph (3) of this subsection (g), based
6    on the Organizational Unit's Final Percent of Adequacy. New
7    State Funds are allocated to each of the 4 tiers as
8    follows: Tier 1 Aggregate Funding equals 50% of all New
9    State Funds, Tier 2 Aggregate Funding equals 49% of all New
10    State Funds, Tier 3 Aggregate Funding equals 0.9% of all
11    New State Funds, and Tier 4 Aggregate Funding equals 0.1%
12    of all New State Funds. Each Organizational Unit within
13    Tier 1 or Tier 2 receives an allocation of New State Funds
14    equal to its tier Funding Gap, as defined in the following
15    sentence, multiplied by the tier's Allocation Rate
16    determined pursuant to paragraph (4) of this subsection
17    (g). For Tier 1, an Organizational Unit's Funding Gap
18    equals the tier's Target Ratio, as specified in paragraph
19    (5) of this subsection (g), multiplied by the
20    Organizational Unit's Adequacy Target, with the resulting
21    amount reduced by the Organizational Unit's Final
22    Resources. For Tier 2, an Organizational Unit's Funding Gap
23    equals the tier's Target Ratio, as described in paragraph
24    (5) of this subsection (g), multiplied by the
25    Organizational Unit's Adequacy Target, with the resulting
26    amount reduced by the Organizational Unit's Final

 

 

HB5223- 52 -LRB101 17442 NHT 66851 b

1    Resources and its Tier 1 funding allocation. To determine
2    the Organizational Unit's Funding Gap, the resulting
3    amount is then multiplied by a factor equal to one minus
4    the Organizational Unit's Local Capacity Target
5    percentage. Each Organizational Unit within Tier 3 or Tier
6    4 receives an allocation of New State Funds equal to the
7    product of its Adequacy Target and the tier's Allocation
8    Rate, as specified in paragraph (4) of this subsection (g).
9        (2) To ensure equitable distribution of dollars for all
10    Tier 2 Organizational Units, no Tier 2 Organizational Unit
11    shall receive fewer dollars per ASE than any Tier 3
12    Organizational Unit. Each Tier 2 and Tier 3 Organizational
13    Unit shall have its funding allocation divided by its ASE.
14    Any Tier 2 Organizational Unit with a funding allocation
15    per ASE below the greatest Tier 3 allocation per ASE shall
16    get a funding allocation equal to the greatest Tier 3
17    funding allocation per ASE multiplied by the
18    Organizational Unit's ASE. Each Tier 2 Organizational
19    Unit's Tier 2 funding allocation shall be multiplied by the
20    percentage calculated by dividing the original Tier 2
21    Aggregate Funding by the sum of all Tier 2 Organizational
22    Units' Unit's Tier 2 funding allocation after adjusting
23    districts' funding below Tier 3 levels.
24        (3) Organizational Units are placed into one of 4 tiers
25    as follows:
26            (A) Tier 1 consists of all Organizational Units,

 

 

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1        except for Specially Funded Units, with a Percent of
2        Adequacy less than the Tier 1 Target Ratio. The Tier 1
3        Target Ratio is the ratio level that allows for Tier 1
4        Aggregate Funding to be distributed, with the Tier 1
5        Allocation Rate determined pursuant to paragraph (4)
6        of this subsection (g).
7            (B) Tier 2 consists of all Tier 1 Units and all
8        other Organizational Units, except for Specially
9        Funded Units, with a Percent of Adequacy of less than
10        0.90.
11            (C) Tier 3 consists of all Organizational Units,
12        except for Specially Funded Units, with a Percent of
13        Adequacy of at least 0.90 and less than 1.0.
14            (D) Tier 4 consists of all Organizational Units
15        with a Percent of Adequacy of at least 1.0.
16        (4) The Allocation Rates for Tiers 1 through 4 are is
17    determined as follows:
18            (A) The Tier 1 Allocation Rate is 30%.
19            (B) The Tier 2 Allocation Rate is the result of the
20        following equation: Tier 2 Aggregate Funding, divided
21        by the sum of the Funding Gaps for all Tier 2
22        Organizational Units, unless the result of such
23        equation is higher than 1.0. If the result of such
24        equation is higher than 1.0, then the Tier 2 Allocation
25        Rate is 1.0.
26            (C) The Tier 3 Allocation Rate is the result of the

 

 

HB5223- 54 -LRB101 17442 NHT 66851 b

1        following equation: Tier 3 Aggregate Funding, divided
2        by the sum of the Adequacy Targets of all Tier 3
3        Organizational Units.
4            (D) The Tier 4 Allocation Rate is the result of the
5        following equation: Tier 4 Aggregate Funding, divided
6        by the sum of the Adequacy Targets of all Tier 4
7        Organizational Units.
8        (5) A tier's Target Ratio is determined as follows:
9            (A) The Tier 1 Target Ratio is the ratio level that
10        allows for Tier 1 Aggregate Funding to be distributed
11        with the Tier 1 Allocation Rate.
12            (B) The Tier 2 Target Ratio is 0.90.
13            (C) The Tier 3 Target Ratio is 1.0.
14        (6) If, at any point, the Tier 1 Target Ratio is
15    greater than 90%, than all Tier 1 funding shall be
16    allocated to Tier 2 and no Tier 1 Organizational Unit's
17    funding may be identified.
18        (7) In the event that all Tier 2 Organizational Units
19    receive funding at the Tier 2 Target Ratio level, any
20    remaining New State Funds shall be allocated to Tier 3 and
21    Tier 4 Organizational Units.
22        (8) If any Specially Funded Units, excluding Glenwood
23    Academy, recognized by the State Board do not qualify for
24    direct funding following the implementation of Public Act
25    100-465 this amendatory Act of the 100th General Assembly
26    from any of the funding sources included within the

 

 

HB5223- 55 -LRB101 17442 NHT 66851 b

1    definition of Base Funding Minimum, the unqualified
2    portion of the Base Funding Minimum shall be transferred to
3    one or more appropriate Organizational Units as determined
4    by the State Superintendent based on the prior year ASE of
5    the Organizational Units.
6        (8.5) If a school district withdraws from a special
7    education cooperative, the portion of the Base Funding
8    Minimum that is attributable to the school district may be
9    redistributed to the school district upon withdrawal. The
10    school district and the cooperative must include the amount
11    of the Base Funding Minimum that is to be reapportioned
12    re-apportioned in their withdrawal agreement and notify
13    the State Board of the change with a copy of the agreement
14    upon withdrawal.
15        (9) The Minimum Funding Level is intended to establish
16    a target for State funding that will keep pace with
17    inflation and continue to advance equity through the
18    Evidence-Based Funding formula. The target for State
19    funding of New Property Tax Relief Pool Funds is
20    $50,000,000 for State fiscal year 2019 and subsequent State
21    fiscal years. The Minimum Funding Level is equal to
22    $350,000,000. In addition to any New State Funds, no more
23    than $50,000,000 New Property Tax Relief Pool Funds may be
24    counted toward towards the Minimum Funding Level. If the
25    sum of New State Funds and applicable New Property Tax
26    Relief Pool Funds are less than the Minimum Funding Level,

 

 

HB5223- 56 -LRB101 17442 NHT 66851 b

1    than funding for tiers shall be reduced in the following
2    manner:
3            (A) First, Tier 4 funding shall be reduced by an
4        amount equal to the difference between the Minimum
5        Funding Level and New State Funds until such time as
6        Tier 4 funding is exhausted.
7            (B) Next, Tier 3 funding shall be reduced by an
8        amount equal to the difference between the Minimum
9        Funding Level and New State Funds and the reduction in
10        Tier 4 funding until such time as Tier 3 funding is
11        exhausted.
12            (C) Next, Tier 2 funding shall be reduced by an
13        amount equal to the difference between the Minimum
14        Funding Level level and New new State Funds and the
15        reduction in Tier 4 and Tier 3.
16            (D) Finally, Tier 1 funding shall be reduced by an
17        amount equal to the difference between the Minimum
18        Funding level and New State Funds and the reduction in
19        Tier 2, 3, and 4 funding. In addition, the Allocation
20        Rate for Tier 1 shall be reduced to a percentage equal
21        to the Tier 1 Allocation Rate allocation rate set by
22        paragraph (4) of this subsection (g), multiplied by the
23        result of New State Funds divided by the Minimum
24        Funding Level.
25        (9.5) For State fiscal year 2019 and subsequent State
26    fiscal years, if New State Funds exceed $300,000,000, then

 

 

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1    any amount in excess of $300,000,000 shall be dedicated for
2    purposes of Section 2-3.170 of this Code up to a maximum of
3    $50,000,000.
4        (10) In the event of a decrease in the amount of the
5    appropriation for this Section in any fiscal year after
6    implementation of this Section, the Organizational Units
7    receiving Tier 1 and Tier 2 funding, as determined under
8    paragraph (3) of this subsection (g), shall be held
9    harmless by establishing a Base Funding Guarantee equal to
10    the per pupil kindergarten through grade 12 funding
11    received in accordance with this Section in the prior
12    fiscal year. Reductions shall be made to the Base Funding
13    Minimum of Organizational Units in Tier 3 and Tier 4 on a
14    per pupil basis equivalent to the total number of the ASE
15    in Tier 3-funded and Tier 4-funded Organizational Units
16    divided by the total reduction in State funding. The Base
17    Funding Minimum as reduced shall continue to be applied to
18    Tier 3 and Tier 4 Organizational Units and adjusted by the
19    relative formula when increases in appropriations for this
20    Section resume. In no event may State funding reductions to
21    Organizational Units in Tier 3 or Tier 4 exceed an amount
22    that would be less than the Base Funding Minimum
23    established in the first year of implementation of this
24    Section. If additional reductions are required, all school
25    districts shall receive a reduction by a per pupil amount
26    equal to the aggregate additional appropriation reduction

 

 

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1    divided by the total ASE of all Organizational Units.
2        (11) The State Superintendent shall make minor
3    adjustments to the distribution formula set forth in this
4    subsection (g) to account for the rounding of percentages
5    to the nearest tenth of a percentage and dollar amounts to
6    the nearest whole dollar.
7    (h) State Superintendent administration of funding and
8district submission requirements.
9        (1) The State Superintendent shall, in accordance with
10    appropriations made by the General Assembly, meet the
11    funding obligations created under this Section.
12        (2) The State Superintendent shall calculate the
13    Adequacy Target for each Organizational Unit and Net State
14    Contribution Target for each Organizational Unit under
15    this Section. No Evidence-Based Funding shall be
16    distributed within an Organizational Unit without the
17    approval of the unit's school board.
18        (3) Annually, the State Superintendent shall calculate
19    and report to each Organizational Unit the unit's aggregate
20    financial adequacy amount, which shall be the sum of the
21    Adequacy Target for each Organizational Unit. The State
22    Superintendent shall calculate and report separately for
23    each Organizational Unit the unit's total State funds
24    allocated for its students with disabilities. The State
25    Superintendent shall calculate and report separately for
26    each Organizational Unit the amount of funding and

 

 

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1    applicable FTE calculated for each Essential Element of the
2    unit's Adequacy Target.
3        (4) Annually, the State Superintendent shall calculate
4    and report to each Organizational Unit the amount the unit
5    must expend on special education and bilingual education
6    and computer technology and equipment for Organizational
7    Units assigned to Tier 1 or Tier 2 that received an
8    additional $285.50 per student computer technology and
9    equipment investment grant to their Adequacy Target
10    pursuant to the unit's Base Funding Minimum, Special
11    Education Allocation, Bilingual Education Allocation, and
12    computer technology and equipment investment allocation.
13        (5) Moneys distributed under this Section shall be
14    calculated on a school year basis, but paid on a fiscal
15    year basis, with payments beginning in August and extending
16    through June. Unless otherwise provided, the moneys
17    appropriated for each fiscal year shall be distributed in
18    22 equal payments at least 2 times monthly to each
19    Organizational Unit. If moneys appropriated for any fiscal
20    year are distributed other than monthly, the distribution
21    shall be on the same basis for each Organizational Unit.
22        (6) Any school district that fails, for any given
23    school year, to maintain school as required by law or to
24    maintain a recognized school is not eligible to receive
25    Evidence-Based Funding. In case of non-recognition of one
26    or more attendance centers in a school district otherwise

 

 

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1    operating recognized schools, the claim of the district
2    shall be reduced in the proportion that the enrollment in
3    the attendance center or centers bears to the enrollment of
4    the school district. "Recognized school" means any public
5    school that meets the standards for recognition by the
6    State Board. A school district or attendance center not
7    having recognition status at the end of a school term is
8    entitled to receive State aid payments due upon a legal
9    claim that was filed while it was recognized.
10        (7) School district claims filed under this Section are
11    subject to Sections 18-9 and 18-12 of this Code, except as
12    otherwise provided in this Section.
13        (8) Each fiscal year, the State Superintendent shall
14    calculate for each Organizational Unit an amount of its
15    Base Funding Minimum and Evidence-Based Funding that shall
16    be deemed attributable to the provision of special
17    educational facilities and services, as defined in Section
18    14-1.08 of this Code, in a manner that ensures compliance
19    with maintenance of State financial support requirements
20    under the federal Individuals with Disabilities Education
21    Act. An Organizational Unit must use such funds only for
22    the provision of special educational facilities and
23    services, as defined in Section 14-1.08 of this Code, and
24    must comply with any expenditure verification procedures
25    adopted by the State Board.
26        (9) All Organizational Units in this State must submit

 

 

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1    annual spending plans by the end of September of each year
2    to the State Board as part of the annual budget process,
3    which shall describe how each Organizational Unit will
4    utilize the Base Funding Minimum Funding and
5    Evidence-Based Funding funding it receives from this State
6    under this Section with specific identification of the
7    intended utilization of Low-Income, English learner, and
8    special education resources. Additionally, the annual
9    spending plans of each Organizational Unit shall describe
10    how the Organizational Unit expects to achieve student
11    growth and how the Organizational Unit will achieve State
12    education goals, as defined by the State Board. The State
13    Superintendent may, from time to time, identify additional
14    requisites for Organizational Units to satisfy when
15    compiling the annual spending plans required under this
16    subsection (h). The format and scope of annual spending
17    plans shall be developed by the State Superintendent and
18    the State Board of Education. School districts that serve
19    students under Article 14C of this Code shall continue to
20    submit information as required under Section 14C-12 of this
21    Code.
22        (10) No later than January 1, 2018, the State
23    Superintendent shall develop a 5-year strategic plan for
24    all Organizational Units to help in planning for adequacy
25    funding under this Section. The State Superintendent shall
26    submit the plan to the Governor and the General Assembly,

 

 

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1    as provided in Section 3.1 of the General Assembly
2    Organization Act. The plan shall include recommendations
3    for:
4            (A) a framework for collaborative, professional,
5        innovative, and 21st century learning environments
6        using the Evidence-Based Funding model;
7            (B) ways to prepare and support this State's
8        educators for successful instructional careers;
9            (C) application and enhancement of the current
10        financial accountability measures, the approved State
11        plan to comply with the federal Every Student Succeeds
12        Act, and the Illinois Balanced Accountability Measures
13        in relation to student growth and elements of the
14        Evidence-Based Funding model; and
15            (D) implementation of an effective school adequacy
16        funding system based on projected and recommended
17        funding levels from the General Assembly.
18        (11) On an annual basis, the State Superintendent must
19    recalibrate all of the following per pupil elements of the
20    Adequacy Target and applied to the formulas, based on the
21    study of average expenses and as reported in the most
22    recent annual financial report:
23            (A) Gifted under subparagraph (M) of paragraph (2)
24        of subsection (b).
25            (B) Instructional materials under subparagraph (O)
26        of paragraph (2) of subsection (b).

 

 

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1            (C) Assessment under subparagraph (P) of paragraph
2        (2) of subsection (b).
3            (D) Student activities under subparagraph (R) of
4        paragraph (2) of subsection (b).
5            (E) Maintenance and operations under subparagraph
6        (S) of paragraph (2) of subsection (b).
7            (F) Central office under subparagraph (T) of
8        paragraph (2) of subsection (b).
9    (i) Professional Review Panel.
10        (1) A Professional Review Panel is created to study and
11    review topics related to the implementation and effect of
12    Evidence-Based Funding, as assigned by a joint resolution
13    or Public Act of the General Assembly or a motion passed by
14    the State Board of Education. The Panel must provide
15    recommendations to and serve the Governor, the General
16    Assembly, and the State Board. The State Superintendent or
17    his or her designee must serve as a voting member and
18    chairperson of the Panel. The State Superintendent must
19    appoint a vice chairperson from the membership of the
20    Panel. The Panel must advance recommendations based on a
21    three-fifths majority vote of Panel panel members present
22    and voting. A minority opinion may also accompany any
23    recommendation of the Panel. The Panel shall be appointed
24    by the State Superintendent, except as otherwise provided
25    in paragraph (2) of this subsection (i) and include the
26    following members:

 

 

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1            (A) Two appointees that represent district
2        superintendents, recommended by a statewide
3        organization that represents district superintendents.
4            (B) Two appointees that represent school boards,
5        recommended by a statewide organization that
6        represents school boards.
7            (C) Two appointees from districts that represent
8        school business officials, recommended by a statewide
9        organization that represents school business
10        officials.
11            (D) Two appointees that represent school
12        principals, recommended by a statewide organization
13        that represents school principals.
14            (E) Two appointees that represent teachers,
15        recommended by a statewide organization that
16        represents teachers.
17            (F) Two appointees that represent teachers,
18        recommended by another statewide organization that
19        represents teachers.
20            (G) Two appointees that represent regional
21        superintendents of schools, recommended by
22        organizations that represent regional superintendents.
23            (H) Two independent experts selected solely by the
24        State Superintendent.
25            (I) Two independent experts recommended by public
26        universities in this State.

 

 

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1            (J) One member recommended by a statewide
2        organization that represents parents.
3            (K) Two representatives recommended by collective
4        impact organizations that represent major metropolitan
5        areas or geographic areas in Illinois.
6            (L) One member from a statewide organization
7        focused on research-based education policy to support
8        a school system that prepares all students for college,
9        a career, and democratic citizenship.
10            (M) One representative from a school district
11        organized under Article 34 of this Code.
12        The State Superintendent shall ensure that the
13    membership of the Panel includes representatives from
14    school districts and communities reflecting the
15    geographic, socio-economic, racial, and ethnic diversity
16    of this State. The State Superintendent shall additionally
17    ensure that the membership of the Panel includes
18    representatives with expertise in bilingual education and
19    special education. Staff from the State Board shall staff
20    the Panel.
21        (2) In addition to those Panel members appointed by the
22    State Superintendent, 4 members of the General Assembly
23    shall be appointed as follows: one member of the House of
24    Representatives appointed by the Speaker of the House of
25    Representatives, one member of the Senate appointed by the
26    President of the Senate, one member of the House of

 

 

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1    Representatives appointed by the Minority Leader of the
2    House of Representatives, and one member of the Senate
3    appointed by the Minority Leader of the Senate. There shall
4    be one additional member appointed by the Governor. All
5    members appointed by legislative leaders or the Governor
6    shall be non-voting, ex officio members.
7        (3) The Panel must study topics at the direction of the
8    General Assembly or State Board of Education, as provided
9    under paragraph (1). The Panel may also study the following
10    topics at the direction of the chairperson: (4)
11            (A) The format and scope of annual spending plans
12        referenced in paragraph (9) of subsection (h) of this
13        Section.
14            (B) The Comparable Wage Index under this Section.
15            (C) Maintenance and operations, including capital
16        maintenance and construction costs.
17            (D) "At-risk student" definition.
18            (E) Benefits.
19            (F) Technology.
20            (G) Local Capacity Target.
21            (H) Funding for Alternative Schools, Laboratory
22        Schools, safe schools, and alternative learning
23        opportunities programs.
24            (I) Funding for college and career acceleration
25        strategies.
26            (J) Special education investments.

 

 

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1            (K) Early childhood investments, in collaboration
2        with the Illinois Early Learning Council.
3        (4) (Blank).
4        (4.5) Prior to December 31, 2020, the Panel shall study
5    and review the Adequacy Target calculation with respect to
6    the Essential Elements and their impact on the
7    Evidence-Based Funding allocations for low-enrollment
8    Organizational Units. Under this paragraph (4.5), the
9    Panel shall study and review the manner in which the
10    Adequacy Target calculation prorates Evidence-Based
11    Funding for each of the Essential Elements based on the ASE
12    of each Organizational Unit. For purposes of this paragraph
13    (4.5), "low-enrollment Organizational Units" means any
14    Organizational Unit with 300 students or less.
15        (5) Within 5 years after the implementation of this
16    Section, and every 5 years thereafter, the Panel shall
17    complete an evaluative study of the entire Evidence-Based
18    Funding model, including an assessment of whether or not
19    the formula is achieving State goals. The Panel shall
20    report to the State Board, the General Assembly, and the
21    Governor on the findings of the study.
22        (6) (Blank).
23    (j) References. Beginning July 1, 2017, references in other
24laws to general State aid funds or calculations under Section
2518-8.05 of this Code (now repealed) shall be deemed to be
26references to evidence-based model formula funds or

 

 

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1calculations under this Section.
2(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;
3100-582, eff. 3-23-18; 101-10, eff. 6-5-19; 101-17, eff.
46-14-19; revised 7-1-19.)
 
5    Section 99. Effective date. This Act takes effect upon
6becoming law.