Illinois General Assembly - Full Text of HB2986
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Full Text of HB2986  101st General Assembly

HB2986 101ST GENERAL ASSEMBLY

  
  

 


 
101ST GENERAL ASSEMBLY
State of Illinois
2019 and 2020
HB2986

 

Introduced , by Rep. William Davis

 

SYNOPSIS AS INTRODUCED:
 
105 ILCS 5/18-8.15

    Amends the evidence-based funding formula in the School Code. With regard to employee benefit investments, removes provisions providing that (i) if at any time the responsibility for funding the employer normal cost of teacher pensions is assigned to school districts, then that amount certified by the Teachers' Retirement System of the State of Illinois to be paid by the Organizational Unit for the preceding school year shall be added to the benefit investment; and (ii) for any fiscal year in which the Chicago School District is responsible for paying the employer normal cost of teacher pensions, then that amount of its employer normal cost plus the amount for retiree health insurance as certified by the Public School Teachers' Pension and Retirement Fund of Chicago to be paid by the school district for the preceding school year that is statutorily required to cover employer normal costs and the amount for retiree health insurance shall be added to the benefit investment. Effective immediately.


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FISCAL NOTE ACT MAY APPLY

 

 

A BILL FOR

 

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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 for student success
8for the 2017-2018 and subsequent school years.
9    (a) General provisions.
10        (1) The purpose of this Section is to ensure that, by
11    June 30, 2027 and beyond, this State has a kindergarten
12    through grade 12 public education system with the capacity
13    to ensure the educational development of all persons to the
14    limits of their capacities in accordance with Section 1 of
15    Article X of the Constitution of the State of Illinois. To
16    accomplish that objective, this Section creates a method of
17    funding public education that is evidence-based; is
18    sufficient to ensure every student receives a meaningful
19    opportunity to learn irrespective of race, ethnicity,
20    sexual orientation, gender, or community-income level; and
21    is sustainable and predictable. When fully funded under
22    this Section, every school shall have the resources, based
23    on what the evidence indicates is needed, to:

 

 

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1            (A) provide all students with a high quality
2        education that offers the academic, enrichment, social
3        and emotional support, technical, and career-focused
4        programs that will allow them to become competitive
5        workers, responsible parents, productive citizens of
6        this State, and active members of our national
7        democracy;
8            (B) ensure all students receive the education they
9        need to graduate from high school with the skills
10        required to pursue post-secondary education and
11        training for a rewarding career;
12            (C) reduce, with a goal of eliminating, the
13        achievement gap between at-risk and non-at-risk
14        students by raising the performance of at-risk
15        students and not by reducing standards; and
16            (D) ensure this State satisfies its obligation to
17        assume the primary responsibility to fund public
18        education and simultaneously relieve the
19        disproportionate burden placed on local property taxes
20        to fund schools.
21        (2) The evidence-based funding formula under this
22    Section shall be applied to all Organizational Units in
23    this State. The evidence-based funding formula outlined in
24    this Act is based on the formula outlined in Senate Bill 1
25    of the 100th General Assembly, as passed by both
26    legislative chambers. As further defined and described in

 

 

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1    this Section, there are 4 major components of the
2    evidence-based funding model:
3            (A) First, the model calculates a unique adequacy
4        target for each Organizational Unit in this State that
5        considers the costs to implement research-based
6        activities, the unit's student demographics, and
7        regional wage difference.
8            (B) Second, the model calculates each
9        Organizational Unit's local capacity, or the amount
10        each Organizational Unit is assumed to contribute
11        towards its adequacy target from local resources.
12            (C) Third, the model calculates how much funding
13        the State currently contributes to the Organizational
14        Unit, and adds that to the unit's local capacity to
15        determine the unit's overall current adequacy of
16        funding.
17            (D) Finally, the model's distribution method
18        allocates new State funding to those Organizational
19        Units that are least well-funded, considering both
20        local capacity and State funding, in relation to their
21        adequacy target.
22        (3) An Organizational Unit receiving any funding under
23    this Section may apply those funds to any fund so received
24    for which that Organizational Unit is authorized to make
25    expenditures by law.
26        (4) As used in this Section, the following terms shall

 

 

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

 

 

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1    total transportation expenses, as defined in this
2    paragraph, no transportation rate shall be subtracted from
3    the Operating Tax Rate.
4        "Allocation Rate" is defined in paragraph (3) of
5    subsection (g) of this Section.
6        "Alternative School" means a public school that is
7    created and operated by a regional superintendent of
8    schools and approved by the State Board.
9        "Applicable Tax Rate" is defined in paragraph (1) of
10    subsection (d) of this Section.
11        "Assessment" means any of those benchmark, progress
12    monitoring, formative, diagnostic, and other assessments,
13    in addition to the State accountability assessment, that
14    assist teachers' needs in understanding the skills and
15    meeting the needs of the students they serve.
16        "Assistant principal" means a school administrator
17    duly endorsed to be employed as an assistant principal in
18    this State.
19        "At-risk student" means a student who is at risk of not
20    meeting the Illinois Learning Standards or not graduating
21    from elementary or high school and who demonstrates a need
22    for vocational support or social services beyond that
23    provided by the regular school program. All students
24    included in an Organizational Unit's Low-Income Count, as
25    well as all English learner and disabled students attending
26    the Organizational Unit, shall be considered at-risk

 

 

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

 

 

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1    Organizational Unit on October 1 and March 1, plus the
2    pre-kindergarten students who receive special education
3    services as reported to the State Board on October 1 and
4    March 1, for each of the immediately preceding 3 school
5    years. For the purposes of this definition, "enrolled in
6    the Organizational Unit" means the number of students
7    reported to the State Board who are enrolled in schools
8    within the Organizational Unit that the student attends or
9    would attend if not placed or transferred to another school
10    or program to receive needed services. For the purposes of
11    calculating "ASE", all students, grades K through 12,
12    excluding those attending kindergarten for a half day,
13    shall be counted as 1.0. All students attending
14    kindergarten for a half day shall be counted as 0.5, unless
15    in 2017 by June 15 or by March 1 in subsequent years, the
16    school district reports to the State Board of Education the
17    intent to implement full-day kindergarten district-wide
18    for all students, then all students attending kindergarten
19    shall be counted as 1.0. Special education
20    pre-kindergarten students shall be counted as 0.5 each. If
21    the State Board does not collect or has not collected both
22    an October 1 and March 1 enrollment count by grade or a
23    December 1 collection of special education
24    pre-kindergarten students as of the effective date of this
25    amendatory Act of the 100th General Assembly, it shall
26    establish such collection for all future years. For any

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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

 

 

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1    strategies; develops and implements training; chooses
2    standards-based instructional materials; provides teachers
3    with an understanding of current research; serves as a
4    mentor, site coach, curriculum specialist, or lead
5    teacher; or otherwise works with fellow teachers, in
6    collaboration, to use data to improve instructional
7    practice or develop model lessons.
8        "Instructional materials" means relevant instructional
9    materials for student instruction, including, but not
10    limited to, textbooks, consumable workbooks, laboratory
11    equipment, library books, and other similar materials.
12        "Laboratory School" means a public school that is
13    created and operated by a public university and approved by
14    the State Board.
15        "Librarian" means a teacher with an endorsement as a
16    library information specialist or another individual whose
17    primary responsibility is overseeing library resources
18    within an Organizational Unit.
19        "Limiting rate for Hybrid Districts" means the
20    combined elementary school and high school 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 programs: Medicaid, the
10    Children's Health Insurance Program, TANF, or the
11    Supplemental Nutrition Assistance Program, excluding
12    pupils who are eligible for services provided by the
13    Department of Children and Family Services. Until such time
14    that grade level low-income populations become available,
15    grade level low-income populations shall be determined by
16    applying the low-income percentage to total student
17    enrollments by grade level. The low-income percentage is
18    determined by dividing the Low-Income Count by the Average
19    Student Enrollment.
20        "Maintenance and operations" means custodial services,
21    facility and ground maintenance, facility operations,
22    facility security, routine facility repairs, and other
23    similar services and functions.
24        "Minimum Funding Level" is defined in paragraph (9) of
25    subsection (g) of this Section.
26        "New Property Tax Relief Pool Funds" means, for any

 

 

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1    given fiscal year, all State funds appropriated under
2    Section 2-3.170 of the School Code.
3        "New State Funds" means, for a given school year, all
4    State funds appropriated for Evidence-Based Funding in
5    excess of the amount needed to fund the Base Funding
6    Minimum for all Organizational Units in that school year.
7        "Net State Contribution Target" means, for a given
8    school year, the amount of State funds that would be
9    necessary to fully meet the Adequacy Target of an
10    Operational Unit minus the Preliminary Resources available
11    to each unit.
12        "Nurse" means an individual licensed as a certified
13    school nurse, in accordance with the rules established for
14    nursing services by the State Board, who is an employee of
15    and is available to provide health care-related services
16    for students of an Organizational Unit.
17        "Operating Tax Rate" means the rate utilized in the
18    previous year to extend property taxes for all purposes,
19    except, Bond and Interest, Summer School, Rent, Capital
20    Improvement, and Vocational Education Building purposes.
21    For Hybrid Districts, the Operating Tax Rate shall be the
22    combined elementary and high school rates utilized in the
23    previous year to extend property taxes for all purposes,
24    except, Bond and Interest, Summer School, Rent, Capital
25    Improvement, and Vocational Education Building purposes.
26        "Organizational Unit" means a Laboratory School or any

 

 

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1    public school district that is recognized as such by the
2    State Board and that contains elementary schools typically
3    serving kindergarten through 5th grades, middle schools
4    typically serving 6th through 8th grades, or high schools
5    typically serving 9th through 12th grades. The General
6    Assembly acknowledges that the actual grade levels served
7    by a particular Organizational Unit may vary slightly from
8    what is typical.
9        "Organizational Unit CWI" is determined by calculating
10    the CWI in the region and original county in which an
11    Organizational Unit's primary administrative office is
12    located as set forth in this paragraph, provided that if
13    the Organizational Unit CWI as calculated in accordance
14    with this paragraph is less than 0.9, the Organizational
15    Unit CWI shall be increased to 0.9. Each county's current
16    CWI value shall be adjusted based on the CWI value of that
17    county's neighboring Illinois counties, to create a
18    "weighted adjusted index value". This shall be calculated
19    by summing the CWI values of all of a county's adjacent
20    Illinois counties and dividing by the number of adjacent
21    Illinois counties, then taking the weighted value of the
22    original county's CWI value and the adjacent Illinois
23    county average. To calculate this weighted value, if the
24    number of adjacent Illinois counties is greater than 2, the
25    original county's CWI value will be weighted at 0.25 and
26    the adjacent Illinois county average will be weighted at

 

 

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1    0.75. If the number of adjacent Illinois counties is 2, the
2    original county's CWI value will be weighted at 0.33 and
3    the adjacent Illinois county average will be weighted at
4    0.66. The greater of the county's current CWI value and its
5    weighted adjusted index value shall be used as the
6    Organizational Unit CWI.
7        "Preceding Tax Year" means the property tax levy year
8    immediately preceding the Base Tax Year.
9        "Preceding Tax Year's Extension" means the product of
10    the equalized assessed valuation utilized by the county
11    clerk in the Preceding Tax Year multiplied by the Operating
12    Tax Rate.
13        "Preliminary Percent of Adequacy" is defined in
14    paragraph (2) of subsection (f) of this Section.
15        "Preliminary Resources" is defined in paragraph (2) of
16    subsection (f) of this Section.
17        "Principal" means a school administrator duly endorsed
18    to be employed as a principal in this State.
19        "Professional development" means training programs for
20    licensed staff in schools, including, but not limited to,
21    programs that assist in implementing new curriculum
22    programs, provide data focused or academic assessment data
23    training to help staff identify a student's weaknesses and
24    strengths, target interventions, improve instruction,
25    encompass instructional strategies for English learner,
26    gifted, or at-risk students, address inclusivity, cultural

 

 

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1    sensitivity, or implicit bias, or otherwise provide
2    professional support for licensed staff.
3        "Prototypical" means 450 special education
4    pre-kindergarten and kindergarten through grade 5 students
5    for an elementary school, 450 grade 6 through 8 students
6    for a middle school, and 600 grade 9 through 12 students
7    for a high school.
8        "PTELL" means the Property Tax Extension Limitation
9    Law.
10        "PTELL EAV" is defined in paragraph (4) of subsection
11    (d) of this Section.
12        "Pupil support staff" means a nurse, psychologist,
13    social worker, family liaison personnel, or other staff
14    member who provides support to at-risk or struggling
15    students.
16        "Real Receipts" is defined in paragraph (1) of
17    subsection (d) of this Section.
18        "Regionalization Factor" means, for a particular
19    Organizational Unit, the figure derived by dividing the
20    Organizational Unit CWI by the Statewide Weighted CWI.
21        "School site staff" means the primary school secretary
22    and any additional clerical personnel assigned to a school.
23        "Special education" means special educational
24    facilities and services, as defined in Section 14-1.08 of
25    this Code.
26        "Special Education Allocation" means the amount of an

 

 

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1    Organizational Unit's final Adequacy Target attributable
2    to special education divided by the Organizational Unit's
3    final Adequacy Target, the product of which shall be
4    multiplied by the amount of new funding received pursuant
5    to this Section. An Organizational Unit's final Adequacy
6    Target attributable to special education shall include all
7    special education investment adequacy elements.
8        "Specialist teacher" means a teacher who provides
9    instruction in subject areas not included in core subjects,
10    including, but not limited to, art, music, physical
11    education, health, driver education, career-technical
12    education, and such other subject areas as may be mandated
13    by State law or provided by an Organizational Unit.
14        "Specially Funded Unit" means an Alternative School,
15    safe school, Department of Juvenile Justice school,
16    special education cooperative or entity recognized by the
17    State Board as a special education cooperative,
18    State-approved charter school, or alternative learning
19    opportunities program that received direct funding from
20    the State Board during the 2016-2017 school year through
21    any of the funding sources included within the calculation
22    of the Base Funding Minimum or Glenwood Academy.
23        "Supplemental Grant Funding" means supplemental
24    general State aid funding received by an Organization Unit
25    during the 2016-2017 school year pursuant to subsection (H)
26    of Section 18-8.05 of this Code (now repealed).

 

 

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1        "State Adequacy Level" is the sum of the Adequacy
2    Targets of all Organizational Units.
3        "State Board" means the State Board of Education.
4        "State Superintendent" means the State Superintendent
5    of Education.
6        "Statewide Weighted CWI" means a figure determined by
7    multiplying each Organizational Unit CWI times the ASE for
8    that Organizational Unit creating a weighted value,
9    summing all Organizational Unit's weighted values, and
10    dividing by the total ASE of all Organizational Units,
11    thereby creating an average weighted index.
12        "Student activities" means non-credit producing
13    after-school programs, including, but not limited to,
14    clubs, bands, sports, and other activities authorized by
15    the school board of the Organizational Unit.
16        "Substitute teacher" means an individual teacher or
17    teaching assistant who is employed by an Organizational
18    Unit and is temporarily serving the Organizational Unit on
19    a per diem or per period-assignment basis replacing another
20    staff member.
21        "Summer school" means academic and enrichment programs
22    provided to students during the summer months outside of
23    the regular school year.
24        "Supervisory aide" means a non-licensed staff member
25    who helps in supervising students of an Organizational
26    Unit, but does so outside of the classroom, in situations

 

 

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1    such as, but not limited to, monitoring hallways and
2    playgrounds, supervising lunchrooms, or supervising
3    students when being transported in buses serving the
4    Organizational Unit.
5        "Target Ratio" is defined in paragraph (4) of
6    subsection (g).
7        "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
8    in paragraph (3) of subsection (g).
9        "Tier 1 Aggregate Funding", "Tier 2 Aggregate
10    Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
11    Funding" are defined in paragraph (1) of subsection (g).
12    (b) Adequacy Target calculation.
13        (1) Each Organizational Unit's Adequacy Target is the
14    sum of the Organizational Unit's cost of providing
15    Essential Elements, as calculated in accordance with this
16    subsection (b), with the salary amounts in the Essential
17    Elements multiplied by a Regionalization Factor calculated
18    pursuant to paragraph (3) of this subsection (b).
19        (2) The Essential Elements are attributable on a pro
20    rata basis related to defined subgroups of the ASE of each
21    Organizational Unit as specified in this paragraph (2),
22    with investments and FTE positions pro rata funded based on
23    ASE counts in excess or less than the thresholds set forth
24    in this paragraph (2). The method for calculating
25    attributable pro rata costs and the defined subgroups
26    thereto are as follows:

 

 

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1            (A) Core class size investments. Each
2        Organizational Unit shall receive the funding required
3        to support that number of FTE core teacher positions as
4        is needed to keep the respective class sizes of the
5        Organizational Unit to the following maximum numbers:
6                (i) For grades kindergarten through 3, the
7            Organizational Unit shall receive funding required
8            to support one FTE core teacher position for every
9            15 Low-Income Count students in those grades and
10            one FTE core teacher position for every 20
11            non-Low-Income Count students in those grades.
12                (ii) For grades 4 through 12, the
13            Organizational Unit shall receive funding required
14            to support one FTE core teacher position for every
15            20 Low-Income Count students in those grades and
16            one FTE core teacher position for every 25
17            non-Low-Income Count students in those grades.
18            The number of non-Low-Income Count students in a
19        grade shall be determined by subtracting the
20        Low-Income students in that grade from the ASE of the
21        Organizational Unit for that grade.
22            (B) Specialist teacher investments. Each
23        Organizational Unit shall receive the funding needed
24        to cover that number of FTE specialist teacher
25        positions that correspond to the following
26        percentages:

 

 

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1                (i) if the Organizational Unit operates an
2            elementary or middle school, then 20.00% of the
3            number of the Organizational Unit's core teachers,
4            as determined under subparagraph (A) of this
5            paragraph (2); and
6                (ii) if such Organizational Unit operates a
7            high school, then 33.33% of the number of the
8            Organizational Unit's core teachers.
9            (C) Instructional facilitator investments. Each
10        Organizational Unit shall receive the funding needed
11        to cover one FTE instructional facilitator position
12        for every 200 combined ASE of pre-kindergarten
13        children with disabilities and all kindergarten
14        through grade 12 students of the Organizational Unit.
15            (D) Core intervention teacher (tutor) investments.
16        Each Organizational Unit shall receive the funding
17        needed to cover one FTE teacher position for each
18        prototypical elementary, middle, and high school.
19            (E) Substitute teacher investments. Each
20        Organizational Unit shall receive the funding needed
21        to cover substitute teacher costs that is equal to
22        5.70% of the minimum pupil attendance days required
23        under Section 10-19 of this Code for all full-time
24        equivalent core, specialist, and intervention
25        teachers, school nurses, special education teachers
26        and instructional assistants, instructional

 

 

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1        facilitators, and summer school and extended-day
2        teacher positions, as determined under this paragraph
3        (2), at a salary rate of 33.33% of the average salary
4        for grade K through 12 teachers and 33.33% of the
5        average salary of each instructional assistant
6        position.
7            (F) Core guidance counselor investments. Each
8        Organizational Unit shall receive the funding needed
9        to cover one FTE guidance counselor for each 450
10        combined ASE of pre-kindergarten children with
11        disabilities and all kindergarten through grade 5
12        students, plus one FTE guidance counselor for each 250
13        grades 6 through 8 ASE middle school students, plus one
14        FTE guidance counselor for each 250 grades 9 through 12
15        ASE high school students.
16            (G) Nurse investments. Each Organizational Unit
17        shall receive the funding needed to cover one FTE nurse
18        for each 750 combined ASE of pre-kindergarten children
19        with disabilities and all kindergarten through grade
20        12 students across all grade levels it serves.
21            (H) Supervisory aide investments. Each
22        Organizational Unit shall receive the funding needed
23        to cover one FTE for each 225 combined ASE of
24        pre-kindergarten children with disabilities and all
25        kindergarten through grade 5 students, plus one FTE for
26        each 225 ASE middle school students, plus one FTE for

 

 

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1        each 200 ASE high school students.
2            (I) Librarian investments. Each Organizational
3        Unit shall receive the funding needed to cover one FTE
4        librarian for each prototypical elementary school,
5        middle school, and high school and one FTE aide or
6        media technician for every 300 combined ASE of
7        pre-kindergarten children with disabilities and all
8        kindergarten through grade 12 students.
9            (J) Principal investments. Each Organizational
10        Unit shall receive the funding needed to cover one FTE
11        principal position for each prototypical elementary
12        school, plus one FTE principal position for each
13        prototypical middle school, plus one FTE principal
14        position for each prototypical high school.
15            (K) Assistant principal investments. Each
16        Organizational Unit shall receive the funding needed
17        to cover one FTE assistant principal position for each
18        prototypical elementary school, plus one FTE assistant
19        principal position for each prototypical middle
20        school, plus one FTE assistant principal position for
21        each prototypical high school.
22            (L) School site staff investments. Each
23        Organizational Unit shall receive the funding needed
24        for one FTE position for each 225 ASE of
25        pre-kindergarten children with disabilities and all
26        kindergarten through grade 5 students, plus one FTE

 

 

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1        position for each 225 ASE middle school students, plus
2        one FTE position for each 200 ASE high school students.
3            (M) Gifted investments. Each Organizational Unit
4        shall receive $40 per kindergarten through grade 12
5        ASE.
6            (N) Professional development investments. Each
7        Organizational Unit shall receive $125 per student of
8        the combined ASE of pre-kindergarten children with
9        disabilities and all kindergarten through grade 12
10        students for trainers and other professional
11        development-related expenses for supplies and
12        materials.
13            (O) Instructional material investments. Each
14        Organizational Unit shall receive $190 per student of
15        the combined ASE of pre-kindergarten children with
16        disabilities and all kindergarten through grade 12
17        students to cover instructional material costs.
18            (P) Assessment investments. Each Organizational
19        Unit shall receive $25 per student of the combined ASE
20        of pre-kindergarten children with disabilities and all
21        kindergarten through grade 12 students student to
22        cover assessment costs.
23            (Q) Computer technology and equipment investments.
24        Each Organizational Unit shall receive $285.50 per
25        student of the combined ASE of pre-kindergarten
26        children with disabilities and all kindergarten

 

 

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1        through grade 12 students to cover computer technology
2        and equipment costs. For the 2018-2019 school year and
3        subsequent school years, Organizational Units assigned
4        to Tier 1 and Tier 2 in the prior school year shall
5        receive an additional $285.50 per student of the
6        combined ASE of pre-kindergarten children with
7        disabilities and all kindergarten through grade 12
8        students to cover computer technology and equipment
9        costs in the Organization Unit's Adequacy Target. The
10        State Board may establish additional requirements for
11        Organizational Unit expenditures of funds received
12        pursuant to this subparagraph (Q), including a
13        requirement that funds received pursuant to this
14        subparagraph (Q) may be used only for serving the
15        technology needs of the district. It is the intent of
16        this amendatory Act of the 100th General Assembly that
17        all Tier 1 and Tier 2 districts receive the addition to
18        their Adequacy Target in the following year, subject to
19        compliance with the requirements of the State Board.
20            (R) Student activities investments. Each
21        Organizational Unit shall receive the following
22        funding amounts to cover student activities: $100 per
23        kindergarten through grade 5 ASE student in elementary
24        school, plus $200 per ASE student in middle school,
25        plus $675 per ASE student in high school.
26            (S) Maintenance and operations investments. Each

 

 

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1        Organizational Unit shall receive $1,038 per student
2        of the combined ASE of pre-kindergarten children with
3        disabilities and all kindergarten through grade 12 for
4        day-to-day maintenance and operations expenditures,
5        including salary, supplies, and materials, as well as
6        purchased services, but excluding employee benefits.
7        The proportion of salary for the application of a
8        Regionalization Factor and the calculation of benefits
9        is equal to $352.92.
10            (T) Central office investments. Each
11        Organizational Unit shall receive $742 per student of
12        the combined ASE of pre-kindergarten children with
13        disabilities and all kindergarten through grade 12
14        students to cover central office operations, including
15        administrators and classified personnel charged with
16        managing the instructional programs, business and
17        operations of the school district, and security
18        personnel. The proportion of salary for the
19        application of a Regionalization Factor and the
20        calculation of benefits is equal to $368.48.
21            (U) Employee benefit investments. Each
22        Organizational Unit shall receive 30% of the total of
23        all salary-calculated elements of the Adequacy Target,
24        excluding substitute teachers and student activities
25        investments, to cover benefit costs. For central
26        office and maintenance and operations investments, the

 

 

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1        benefit calculation shall be based upon the salary
2        proportion of each investment. If at any time the
3        responsibility for funding the employer normal cost of
4        teacher pensions is assigned to school districts, then
5        that amount certified by the Teachers' Retirement
6        System of the State of Illinois to be paid by the
7        Organizational Unit for the preceding school year
8        shall be added to the benefit investment. For any
9        fiscal year in which a school district organized under
10        Article 34 of this Code is responsible for paying the
11        employer normal cost of teacher pensions, then that
12        amount of its employer normal cost plus the amount for
13        retiree health insurance as certified by the Public
14        School Teachers' Pension and Retirement Fund of
15        Chicago to be paid by the school district for the
16        preceding school year that is statutorily required to
17        cover employer normal costs and the amount for retiree
18        health insurance shall be added to the 30% specified in
19        this subparagraph (U). The Teachers' Retirement System
20        of the State of Illinois and the Public School
21        Teachers' Pension and Retirement Fund of Chicago shall
22        submit such information as the State Superintendent
23        may require for the calculations set forth in this
24        subparagraph (U).
25            (V) Additional investments in low-income students.
26        In addition to and not in lieu of all other funding

 

 

HB2986- 31 -LRB101 08083 AXK 53146 b

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

 

 

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1            (X) Special education investments. Each
2        Organizational Unit shall receive funding based on the
3        average teacher salary for grades K through 12 to cover
4        special education as follows:
5                (i) one FTE teacher position for every 141
6            combined ASE of pre-kindergarten children with
7            disabilities and all kindergarten through grade 12
8            students;
9                (ii) one FTE instructional assistant for every
10            141 combined ASE of pre-kindergarten children with
11            disabilities and all kindergarten through grade 12
12            students; and
13                (iii) one FTE psychologist position for every
14            1,000 combined ASE of pre-kindergarten children
15            with disabilities and all kindergarten through
16            grade 12 students.
17        (3) For calculating the salaries included within the
18    Essential Elements, the State Superintendent shall
19    annually calculate average salaries to the nearest dollar
20    using the employment information system data maintained by
21    the State Board, limited to public schools only and
22    excluding special education and vocational cooperatives,
23    schools operated by the Department of Juvenile Justice, and
24    charter schools, for the following positions:
25            (A) Teacher for grades K through 8.
26            (B) Teacher for grades 9 through 12.

 

 

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

 

 

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1        supervisory aide: $25,000.
2        In the second and subsequent years of implementation of
3    Evidence-Based Funding, the amounts in items (i) and (ii)
4    of this paragraph (3) shall annually increase by the ECI.
5        The salary amounts for the Essential Elements
6    determined pursuant to subparagraphs (A) through (L), (S)
7    and (T), and (V) through (X) of paragraph (2) of subsection
8    (b) of this Section shall be multiplied by a
9    Regionalization Factor.
10    (c) Local capacity calculation.
11        (1) Each Organizational Unit's Local Capacity
12    represents an amount of funding it is assumed to contribute
13    toward its Adequacy Target for purposes of the
14    Evidence-Based Funding formula calculation. "Local
15    Capacity" means either (i) the Organizational Unit's Local
16    Capacity Target as calculated in accordance with paragraph
17    (2) of this subsection (c) if its Real Receipts are equal
18    to or less than its Local Capacity Target or (ii) the
19    Organizational Unit's Adjusted Local Capacity, as
20    calculated in accordance with paragraph (3) of this
21    subsection (c) if Real Receipts are more than its Local
22    Capacity Target.
23        (2) "Local Capacity Target" means, for an
24    Organizational Unit, that dollar amount that is obtained by
25    multiplying its Adequacy Target by its Local Capacity
26    Ratio.

 

 

HB2986- 35 -LRB101 08083 AXK 53146 b

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

 

 

HB2986- 36 -LRB101 08083 AXK 53146 b

1            in items (i) through (iii) of this subparagraph
2            (B), the State Superintendent shall determine a
3            comparable adjustment based on the grades served.
4            (C) The Local Capacity Percentage is equal to the
5        percentile ranking of the district. Local Capacity
6        Percentage converts each Organizational Unit's Local
7        Capacity Ratio to a cumulative distribution resulting
8        in a percentile ranking to determine each
9        Organizational Unit's relative position to all other
10        Organizational Units in this State. The Local Capacity
11        Percentage cumulative distribution resulting in a
12        percentile ranking for each Organizational Unit shall
13        be calculated using the standard normal distribution
14        of the score in relation to the weighted mean and
15        weighted standard deviation and Local Capacity Ratios
16        of all Organizational Units. If the value assigned to
17        any Organizational Unit is in excess of 90%, the value
18        shall be adjusted to 90%. For Laboratory Schools, the
19        Local Capacity Percentage shall be set at 10% in
20        recognition of the absence of EAV and resources from
21        the public university that are allocated to the
22        Laboratory School. The weighted mean for the Local
23        Capacity Percentage shall be determined by multiplying
24        each Organizational Unit's Local Capacity Ratio times
25        the ASE for the unit creating a weighted value, summing
26        the weighted values of all Organizational Units, and

 

 

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1        dividing by the total ASE of all Organizational Units.
2        The weighted standard deviation shall be determined by
3        taking the square root of the weighted variance of all
4        Organizational Units' Local Capacity Ratio, where the
5        variance is calculated by squaring the difference
6        between each unit's Local Capacity Ratio and the
7        weighted mean, then multiplying the variance for each
8        unit times the ASE for the unit to create a weighted
9        variance for each unit, then summing all units'
10        weighted variance and dividing by the total ASE of all
11        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

 

 

HB2986- 38 -LRB101 08083 AXK 53146 b

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, or EAV, of all taxable
2    property of each Organizational Unit as of September 30 of
3    the previous year in accordance with paragraph (3) of this
4    subsection (d). The State Superintendent shall then
5    determine the Adjusted EAV of each Organizational Unit in
6    accordance with paragraph (4) of this subsection (d), which
7    Adjusted EAV figure shall be used for the purposes of
8    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 which is
19        attributable to an increase above the total initial EAV
20        of such property shall be used as part of the EAV of
21        the Organizational Unit, until such time as all
22        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 EAV declines by 10% or more compared to the
16    3-year average for the third year. For any school district
17    whose EAV in the immediately preceding year is used in
18    calculations, in the following year, the Adjusted EAV shall
19    be the average of its EAV over the immediately preceding 2
20    years or the immediately preceding year if that year
21    represents a decline of 10% or more compared to the 2-year
22    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.
16        (2) For the 2018-2019 and subsequent school years, the
17    Base Funding Minimum of Organizational Units and Specially
18    Funded Units shall be the sum of (i) the amount of
19    Evidence-Based Funding for the prior school year, (ii) the
20    Base Funding Minimum for the prior school year, and (iii)
21    any amount received by a school district pursuant to
22    Section 7 of Article 97 of Public Act 100-21.
23    (f) Percent of Adequacy and Final Resources calculation.
24        (1) The Evidence-Based Funding formula establishes a
25    Percent of Adequacy for each Organizational Unit in order
26    to place such units into tiers for the purposes of the

 

 

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

 

 

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

 

 

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

 

 

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1    percentage calculated by dividing the original Tier 2
2    Aggregate Funding by the sum of all Tier 2 Organizational
3    Unit's Tier 2 funding allocation after adjusting
4    districts' funding below Tier 3 levels.
5        (3) Organizational Units are placed into one of 4 tiers
6    as follows:
7            (A) Tier 1 consists of all Organizational Units,
8        except for Specially Funded Units, with a Percent of
9        Adequacy less than the Tier 1 Target Ratio. The Tier 1
10        Target Ratio is the ratio level that allows for Tier 1
11        Aggregate Funding to be distributed, with the Tier 1
12        Allocation Rate determined pursuant to paragraph (4)
13        of this subsection (g).
14            (B) Tier 2 consists of all Tier 1 Units and all
15        other Organizational Units, except for Specially
16        Funded Units, with a Percent of Adequacy of less than
17        0.90.
18            (C) Tier 3 consists of all Organizational Units,
19        except for Specially Funded Units, with a Percent of
20        Adequacy of at least 0.90 and less than 1.0.
21            (D) Tier 4 consists of all Organizational Units
22        with a Percent of Adequacy of at least 1.0.
23        (4) The Allocation Rates for Tiers 1 through 4 is
24    determined as follows:
25            (A) The Tier 1 Allocation Rate is 30%.
26            (B) The Tier 2 Allocation Rate is the result of the

 

 

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1        following equation: Tier 2 Aggregate Funding, divided
2        by the sum of the Funding Gaps for all Tier 2
3        Organizational Units, unless the result of such
4        equation is higher than 1.0. If the result of such
5        equation is higher than 1.0, then the Tier 2 Allocation
6        Rate is 1.0.
7            (C) The Tier 3 Allocation Rate is the result of the
8        following equation: Tier 3 Aggregate Funding, divided
9        by the sum of the Adequacy Targets of all Tier 3
10        Organizational Units.
11            (D) The Tier 4 Allocation Rate is the result of the
12        following equation: Tier 4 Aggregate Funding, divided
13        by the sum of the Adequacy Targets of all Tier 4
14        Organizational Units.
15        (5) A tier's Target Ratio is determined as follows:
16            (A) The Tier 1 Target Ratio is the ratio level that
17        allows for Tier 1 Aggregate Funding to be distributed
18        with the Tier 1 Allocation Rate.
19            (B) The Tier 2 Target Ratio is 0.90.
20            (C) The Tier 3 Target Ratio is 1.0.
21        (6) If, at any point, the Tier 1 Target Ratio is
22    greater than 90%, than all Tier 1 funding shall be
23    allocated to Tier 2 and no Tier 1 Organizational Unit's
24    funding may be identified.
25        (7) In the event that all Tier 2 Organizational Units
26    receive funding at the Tier 2 Target Ratio level, any

 

 

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1    remaining New State Funds shall be allocated to Tier 3 and
2    Tier 4 Organizational Units.
3        (8) If any Specially Funded Units, excluding Glenwood
4    Academy, recognized by the State Board do not qualify for
5    direct funding following the implementation of this
6    amendatory Act of the 100th General Assembly from any of
7    the funding sources included within the definition of Base
8    Funding Minimum, the unqualified portion of the Base
9    Funding Minimum shall be transferred to one or more
10    appropriate Organizational Units as determined by the
11    State Superintendent based on the prior year ASE of the
12    Organizational Units.
13        (8.5) If a school district withdraws from a special
14    education cooperative, the portion of the Base Funding
15    Minimum that is attributable to the school district may be
16    redistributed to the school district upon withdrawal. The
17    school district and the cooperative must include the amount
18    of the Base Funding Minimum that is to be re-apportioned in
19    their withdrawal agreement and notify the State Board of
20    the change with a copy of the agreement upon withdrawal.
21        (9) The Minimum Funding Level is intended to establish
22    a target for State funding that will keep pace with
23    inflation and continue to advance equity through the
24    Evidence-Based Funding formula. The target for State
25    funding of New Property Tax Relief Pool Funds is
26    $50,000,000 for State fiscal year 2019 and subsequent State

 

 

HB2986- 53 -LRB101 08083 AXK 53146 b

1    fiscal years. The Minimum Funding Level is equal to
2    $350,000,000. In addition to any New State Funds, no more
3    than $50,000,000 New Property Tax Relief Pool Funds may be
4    counted towards the Minimum Funding Level. If the sum of
5    New State Funds and applicable New Property Tax Relief Pool
6    Funds are less than the Minimum Funding Level, than funding
7    for tiers shall be reduced in the following manner:
8            (A) First, Tier 4 funding shall be reduced by an
9        amount equal to the difference between the Minimum
10        Funding Level and New State Funds until such time as
11        Tier 4 funding is exhausted.
12            (B) Next, Tier 3 funding shall be reduced by an
13        amount equal to the difference between the Minimum
14        Funding Level and New State Funds and the reduction in
15        Tier 4 funding until such time as Tier 3 funding is
16        exhausted.
17            (C) Next, Tier 2 funding shall be reduced by an
18        amount equal to the difference between the Minimum
19        Funding level and new State Funds and the reduction
20        Tier 4 and Tier 3.
21            (D) Finally, Tier 1 funding shall be reduced by an
22        amount equal to the difference between the Minimum
23        Funding level and New State Funds and the reduction in
24        Tier 2, 3, and 4 funding. In addition, the Allocation
25        Rate for Tier 1 shall be reduced to a percentage equal
26        to the Tier 1 allocation rate set by paragraph (4) of

 

 

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1        this subsection (g), multiplied by the result of New
2        State Funds divided by the Minimum Funding Level.
3        (9.5) For State fiscal year 2019 and subsequent State
4    fiscal years, if New State Funds exceed $300,000,000, then
5    any amount in excess of $300,000,000 shall be dedicated for
6    purposes of Section 2-3.170 of this Code up to a maximum of
7    $50,000,000.
8        (10) In the event of a decrease in the amount of the
9    appropriation for this Section in any fiscal year after
10    implementation of this Section, the Organizational Units
11    receiving Tier 1 and Tier 2 funding, as determined under
12    paragraph (3) of this subsection (g), shall be held
13    harmless by establishing a Base Funding Guarantee equal to
14    the per pupil kindergarten through grade 12 funding
15    received in accordance with this Section in the prior
16    fiscal year. Reductions shall be made to the Base Funding
17    Minimum of Organizational Units in Tier 3 and Tier 4 on a
18    per pupil basis equivalent to the total number of the ASE
19    in Tier 3-funded and Tier 4-funded Organizational Units
20    divided by the total reduction in State funding. The Base
21    Funding Minimum as reduced shall continue to be applied to
22    Tier 3 and Tier 4 Organizational Units and adjusted by the
23    relative formula when increases in appropriations for this
24    Section resume. In no event may State funding reductions to
25    Organizational Units in Tier 3 or Tier 4 exceed an amount
26    that would be less than the Base Funding Minimum

 

 

HB2986- 55 -LRB101 08083 AXK 53146 b

1    established in the first year of implementation of this
2    Section. If additional reductions are required, all school
3    districts shall receive a reduction by a per pupil amount
4    equal to the aggregate additional appropriation reduction
5    divided by the total ASE of all Organizational Units.
6        (11) The State Superintendent shall make minor
7    adjustments to the distribution formula set forth in this
8    subsection (g) to account for the rounding of percentages
9    to the nearest tenth of a percentage and dollar amounts to
10    the nearest whole dollar.
11    (h) State Superintendent administration of funding and
12district submission requirements.
13        (1) The State Superintendent shall, in accordance with
14    appropriations made by the General Assembly, meet the
15    funding obligations created under this Section.
16        (2) The State Superintendent shall calculate the
17    Adequacy Target for each Organizational Unit and Net State
18    Contribution Target for each Organizational Unit under
19    this Section. The State Superintendent shall also certify
20    the actual amounts of the New State Funds payable for each
21    eligible Organizational Unit based on the equitable
22    distribution calculation to the unit's treasurer, as soon
23    as possible after such amounts are calculated, including
24    any applicable adjusted charge-off increase. No
25    Evidence-Based Funding shall be distributed within an
26    Organizational Unit without the approval of the unit's

 

 

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1    school board.
2        (3) Annually, the State Superintendent shall calculate
3    and report to each Organizational Unit the unit's aggregate
4    financial adequacy amount, which shall be the sum of the
5    Adequacy Target for each Organizational Unit. The State
6    Superintendent shall calculate and report separately for
7    each Organizational Unit the unit's total State funds
8    allocated for its students with disabilities. The State
9    Superintendent shall calculate and report separately for
10    each Organizational Unit the amount of funding and
11    applicable FTE calculated for each Essential Element of the
12    unit's Adequacy Target.
13        (4) Annually, the State Superintendent shall calculate
14    and report to each Organizational Unit the amount the unit
15    must expend on special education and bilingual education
16    and computer technology and equipment for Organizational
17    Units assigned to Tier 1 or Tier 2 that received an
18    additional $285.50 per student computer technology and
19    equipment investment grant to their Adequacy Target
20    pursuant to the unit's Base Funding Minimum, Special
21    Education Allocation, Bilingual Education Allocation, and
22    computer technology and equipment investment allocation.
23        (5) Moneys distributed under this Section shall be
24    calculated on a school year basis, but paid on a fiscal
25    year basis, with payments beginning in August and extending
26    through June. Unless otherwise provided, the moneys

 

 

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1    appropriated for each fiscal year shall be distributed in
2    22 equal payments at least 2 times monthly to each
3    Organizational Unit. The State Board shall publish a yearly
4    distribution schedule at its meeting in June. If moneys
5    appropriated for any fiscal year are distributed other than
6    monthly, the distribution shall be on the same basis for
7    each Organizational Unit.
8        (6) Any school district that fails, for any given
9    school year, to maintain school as required by law or to
10    maintain a recognized school is not eligible to receive
11    Evidence-Based Funding. In case of non-recognition of one
12    or more attendance centers in a school district otherwise
13    operating recognized schools, the claim of the district
14    shall be reduced in the proportion that the enrollment in
15    the attendance center or centers bears to the enrollment of
16    the school district. "Recognized school" means any public
17    school that meets the standards for recognition by the
18    State Board. A school district or attendance center not
19    having recognition status at the end of a school term is
20    entitled to receive State aid payments due upon a legal
21    claim that was filed while it was recognized.
22        (7) School district claims filed under this Section are
23    subject to Sections 18-9 and 18-12 of this Code, except as
24    otherwise provided in this Section.
25        (8) Each fiscal year, the State Superintendent shall
26    calculate for each Organizational Unit an amount of its

 

 

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1    Base Funding Minimum and Evidence-Based Funding that shall
2    be deemed attributable to the provision of special
3    educational facilities and services, as defined in Section
4    14-1.08 of this Code, in a manner that ensures compliance
5    with maintenance of State financial support requirements
6    under the federal Individuals with Disabilities Education
7    Act. An Organizational Unit must use such funds only for
8    the provision of special educational facilities and
9    services, as defined in Section 14-1.08 of this Code, and
10    must comply with any expenditure verification procedures
11    adopted by the State Board.
12        (9) All Organizational Units in this State must submit
13    annual spending plans by the end of September of each year
14    to the State Board as part of the annual budget process,
15    which shall describe how each Organizational Unit will
16    utilize the Base Minimum Funding and Evidence-Based
17    funding it receives from this State under this Section with
18    specific identification of the intended utilization of
19    Low-Income, English learner, and special education
20    resources. Additionally, the annual spending plans of each
21    Organizational Unit shall describe how the Organizational
22    Unit expects to achieve student growth and how the
23    Organizational Unit will achieve State education goals, as
24    defined by the State Board. The State Superintendent may,
25    from time to time, identify additional requisites for
26    Organizational Units to satisfy when compiling the annual

 

 

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1    spending plans required under this subsection (h). The
2    format and scope of annual spending plans shall be
3    developed by the State Superintendent in conjunction with
4    the Professional Review Panel. School districts that serve
5    students under Article 14C of this Code shall continue to
6    submit information as required under Section 14C-12 of this
7    Code.
8        (10) No later than January 1, 2018, the State
9    Superintendent shall develop a 5-year strategic plan for
10    all Organizational Units to help in planning for adequacy
11    funding under this Section. The State Superintendent shall
12    submit the plan to the Governor and the General Assembly,
13    as provided in Section 3.1 of the General Assembly
14    Organization Act. The plan shall include recommendations
15    for:
16            (A) a framework for collaborative, professional,
17        innovative, and 21st century learning environments
18        using the Evidence-Based Funding model;
19            (B) ways to prepare and support this State's
20        educators for successful instructional careers;
21            (C) application and enhancement of the current
22        financial accountability measures, the approved State
23        plan to comply with the federal Every Student Succeeds
24        Act, and the Illinois Balanced Accountability Measures
25        in relation to student growth and elements of the
26        Evidence-Based Funding model; and

 

 

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1            (D) implementation of an effective school adequacy
2        funding system based on projected and recommended
3        funding levels from the General Assembly.
4    (i) Professional Review Panel.
5        (1) A Professional Review Panel is created to study and
6    review the implementation and effect of the Evidence-Based
7    Funding model under this Section and to recommend continual
8    recalibration and future study topics and modifications to
9    the Evidence-Based Funding model. The Panel shall elect a
10    chairperson and vice chairperson by a majority vote of the
11    Panel and shall advance recommendations based on a majority
12    vote of the Panel. A minority opinion may also accompany
13    any recommendation of the majority of the Panel. The Panel
14    shall be appointed by the State Superintendent, except as
15    otherwise provided in paragraph (2) of this subsection (i)
16    and include the following members:
17            (A) Two appointees that represent district
18        superintendents, recommended by a statewide
19        organization that represents district superintendents.
20            (B) Two appointees that represent school boards,
21        recommended by a statewide organization that
22        represents school boards.
23            (C) Two appointees from districts that represent
24        school business officials, recommended by a statewide
25        organization that represents school business
26        officials.

 

 

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1            (D) Two appointees that represent school
2        principals, recommended by a statewide organization
3        that represents school principals.
4            (E) Two appointees that represent teachers,
5        recommended by a statewide organization that
6        represents teachers.
7            (F) Two appointees that represent teachers,
8        recommended by another statewide organization that
9        represents teachers.
10            (G) Two appointees that represent regional
11        superintendents of schools, recommended by
12        organizations that represent regional superintendents.
13            (H) Two independent experts selected solely by the
14        State Superintendent.
15            (I) Two independent experts recommended by public
16        universities in this State.
17            (J) One member recommended by a statewide
18        organization that represents parents.
19            (K) Two representatives recommended by collective
20        impact organizations that represent major metropolitan
21        areas or geographic areas in Illinois.
22            (L) One member from a statewide organization
23        focused on research-based education policy to support
24        a school system that prepares all students for college,
25        a career, and democratic citizenship.
26            (M) One representative from a school district

 

 

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1        organized under Article 34 of this Code.
2        The State Superintendent shall ensure that the
3    membership of the Panel includes representatives from
4    school districts and communities reflecting the
5    geographic, socio-economic, racial, and ethnic diversity
6    of this State. The State Superintendent shall additionally
7    ensure that the membership of the Panel includes
8    representatives with expertise in bilingual education and
9    special education. Staff from the State Board shall staff
10    the Panel.
11        (2) In addition to those Panel members appointed by the
12    State Superintendent, 4 members of the General Assembly
13    shall be appointed as follows: one member of the House of
14    Representatives appointed by the Speaker of the House of
15    Representatives, one member of the Senate appointed by the
16    President of the Senate, one member of the House of
17    Representatives appointed by the Minority Leader of the
18    House of Representatives, and one member of the Senate
19    appointed by the Minority Leader of the Senate. There shall
20    be one additional member appointed by the Governor. All
21    members appointed by legislative leaders or the Governor
22    shall be non-voting, ex officio members.
23        (3) On an annual basis, the State Superintendent shall
24    recalibrate the following per pupil elements of the
25    Adequacy Target and applied to the formulas, based on the
26    Panel's study of average expenses as reported in the most

 

 

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1    recent annual financial report:
2            (A) gifted under subparagraph (M) of paragraph (2)
3        of subsection (b) of this Section;
4            (B) instructional materials under subparagraph (O)
5        of paragraph (2) of subsection (b) of this Section;
6            (C) assessment under subparagraph (P) of paragraph
7        (2) of subsection (b) of this Section;
8            (D) student activities under subparagraph (R) of
9        paragraph (2) of subsection (b) of this Section;
10            (E) maintenance and operations under subparagraph
11        (S) of paragraph (2) of subsection (b) of this Section;
12        and
13            (F) central office under subparagraph (T) of
14        paragraph (2) of subsection (b) of this Section.
15        (4) On a periodic basis, the Panel shall study all the
16    following elements and make recommendations to the State
17    Board, the General Assembly, and the Governor for
18    modification of this Section:
19            (A) The format and scope of annual spending plans
20        referenced in paragraph (9) of subsection (h) of this
21        Section.
22            (B) The Comparable Wage Index under this Section,
23        to be studied by the Panel and reestablished by the
24        State Superintendent every 5 years.
25            (C) Maintenance and operations. Within 5 years
26        after the implementation of this Section, the Panel

 

 

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1        shall make recommendations for the further study of
2        maintenance and operations costs, including capital
3        maintenance costs, and recommend any additional
4        reporting data required from Organizational Units.
5            (D) "At-risk student" definition. Within 5 years
6        after the implementation of this Section, the Panel
7        shall make recommendations for the further study and
8        determination of an "at-risk student" definition.
9        Within 5 years after the implementation of this
10        Section, the Panel shall evaluate and make
11        recommendations regarding adequate funding for poverty
12        concentration under the Evidence-Based Funding model.
13            (E) Benefits. Within 5 years after the
14        implementation of this Section, the Panel shall make
15        recommendations for further study of benefit costs.
16            (F) Technology. The per pupil target for
17        technology shall be reviewed every 3 years to determine
18        whether current allocations are sufficient to develop
19        21st century learning in all classrooms in this State
20        and supporting a one-to-one technological device
21        program in each school. Recommendations shall be made
22        no later than 3 years after the implementation of this
23        Section.
24            (G) Local Capacity Target. Within 3 years after the
25        implementation of this Section, the Panel shall make
26        recommendations for any additional data desired to

 

 

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1        analyze possible modifications to the Local Capacity
2        Target, to be based on measures in addition to solely
3        EAV and to be completed within 5 years after
4        implementation of this Section.
5            (H) Funding for Alternative Schools, Laboratory
6        Schools, safe schools, and alternative learning
7        opportunities programs. By the beginning of the
8        2021-2022 school year, the Panel shall study and make
9        recommendations regarding the funding levels for
10        Alternative Schools, Laboratory Schools, safe schools,
11        and alternative learning opportunities programs in
12        this State.
13            (I) Funding for college and career acceleration
14        strategies. By the beginning of the 2021-2022 school
15        year, the Panel shall study and make recommendations
16        regarding funding levels to support college and career
17        acceleration strategies in high school that have been
18        demonstrated to result in improved secondary and
19        postsecondary outcomes, including Advanced Placement,
20        dual-credit opportunities, and college and career
21        pathway systems.
22            (J) Special education investments. By the
23        beginning of the 2021-2022 school year, the Panel shall
24        study and make recommendations on whether and how to
25        account for disability types within the special
26        education funding category.

 

 

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1            (K) Early childhood investments. In collaboration
2        with the Illinois Early Learning Council, the Panel
3        shall include an analysis of what level of Preschool
4        for All Children funding would be necessary to serve
5        all children ages 0 through 5 years in the
6        highest-priority service tier, as specified in
7        paragraph (4.5) of subsection (a) of Section 2-3.71 of
8        this Code, and an analysis of the potential cost
9        savings that that level of Preschool for All Children
10        investment would have on the kindergarten through
11        grade 12 system.
12        (5) Within 5 years after the implementation of this
13    Section, the Panel shall complete an evaluative study of
14    the entire Evidence-Based Funding model, including an
15    assessment of whether or not the formula is achieving State
16    goals. The Panel shall report to the State Board, the
17    General Assembly, and the Governor on the findings of the
18    study.
19        (6) Within 3 years after the implementation of this
20    Section, the Panel shall evaluate and provide
21    recommendations to the Governor and the General Assembly on
22    the hold-harmless provisions of this Section found in the
23    Base Funding Minimum.
24    (j) References. Beginning July 1, 2017, references in other
25laws to general State aid funds or calculations under Section
2618-8.05 of this Code (now repealed) shall be deemed to be

 

 

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1references to evidence-based model formula funds or
2calculations under this Section.
3(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;
4100-582, eff. 3-23-18.)
 
5    Section 99. Effective date. This Act takes effect upon
6becoming law.