State of Illinois
2017 and 2018


Introduced , by Rep. Joe Sosnowski


105 ILCS 5/18-8.15

    Amends the evidence-based funding provisions of the School Code. Beginning with the evidence-based funding calculation for the 2019-2020 school year, provides that an organizational unit's real receipts shall include the total amount of funds received from governmental entities other than the State during the preceding school year, including funds received from the federal government or a unit of local government, including any revenue from a school facility occupation tax or any tax increment finance revenue distributed to the organizational unit.

LRB100 19822 NHT 35098 b






HB5684LRB100 19822 NHT 35098 b

1    AN ACT concerning education.
2    Be it enacted by the People of the State of Illinois,
3represented in the General Assembly:
4    Section 5. The School Code is amended by changing Section
518-8.15 as follows:
6    (105 ILCS 5/18-8.15)
7    Sec. 18-8.15. Evidence-based funding 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" means, for an
3    Organizational Unit in a given school year, the greater of
4    the average number of students (grades K through 12)
5    reported to the State Board as enrolled in the
6    Organizational Unit on October 1 and March 1, plus the
7    special education pre-kindergarten students with services
8    of at least more than 2 hours a day as reported to the
9    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 and March 1, plus the
13    special education pre-kindergarten students with services
14    of at least more than 2 hours a day as reported to the
15    State Board on December 1, for each of the immediately
16    preceding 3 school years. For the purposes of this
17    definition, "enrolled in the Organizational Unit" means
18    the number of students reported to the State Board who are
19    enrolled in schools within the Organizational Unit that the
20    student attends or would attend if not placed or
21    transferred to another school or program to receive needed
22    services. For the purposes of calculating "ASE", all
23    students, grades K through 12, excluding those attending
24    kindergarten for a half day, shall be counted as 1.0. All
25    students attending kindergarten for a half day shall be
26    counted as 0.5, unless in 2017 by June 15 or by March 1 in



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1    subsequent years, the school district reports to the State
2    Board of Education the intent to implement full-day
3    kindergarten district-wide for all students, then all
4    students attending kindergarten shall be counted as 1.0.
5    Special education pre-kindergarten students shall be
6    counted as 0.5 each. If the State Board does not collect or
7    has not collected both an October 1 and March 1 enrollment
8    count by grade or a December 1 collection of special
9    education pre-kindergarten students as of the effective
10    date of this amendatory Act of the 100th General Assembly,
11    it shall establish such collection for all future years.
12    For any year where a count by grade level was collected
13    only once, that count shall be used as the single count
14    available for computing a 3-year average ASE. School
15    districts shall submit the data for the ASE calculation to
16    the State Board within 45 days of the dates required in
17    this Section for submission of enrollment data in order for
18    it to be included in the ASE calculation.
19        "Base Funding Guarantee" is defined in paragraph (10)
20    of subsection (g) of this Section.
21        "Base Funding Minimum" is defined in subsection (e) of
22    this Section.
23        "Base Tax Year" means the property tax levy year used
24    to calculate the Budget Year allocation of primary State
25    aid.
26        "Base Tax Year's Extension" means the product of the



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1    equalized assessed valuation utilized by the county clerk
2    in the Base Tax Year multiplied by the limiting rate as
3    calculated by the county clerk and defined in PTELL.
4        "Bilingual Education Allocation" means the amount of
5    an Organizational Unit's final Adequacy Target
6    attributable to bilingual education divided by the
7    Organizational Unit's final Adequacy Target, the product
8    of which shall be multiplied by the amount of new funding
9    received pursuant to this Section. An Organizational
10    Unit's final Adequacy Target attributable to bilingual
11    education shall include all additional investments in
12    English learner students' adequacy elements.
13        "Budget Year" means the school year for which primary
14    State aid is calculated and awarded under this Section.
15        "Central office" means individual administrators and
16    support service personnel charged with managing the
17    instructional programs, business and operations, and
18    security of the Organizational Unit.
19        "Comparable Wage Index" or "CWI" means a regional cost
20    differentiation metric that measures systemic, regional
21    variations in the salaries of college graduates who are not
22    educators. The CWI utilized for this Section shall, for the
23    first 3 years of Evidence-Based Funding implementation, be
24    the CWI initially developed by the National Center for
25    Education Statistics, as most recently updated by Texas A &
26    M University. In the fourth and subsequent years of



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1    Evidence-Based Funding implementation, the State
2    Superintendent shall re-determine the CWI using a similar
3    methodology to that identified in the Texas A & M
4    University study, with adjustments made no less frequently
5    than once every 5 years.
6        "Computer technology and equipment" means computers
7    servers, notebooks, network equipment, copiers, printers,
8    instructional software, security software, curriculum
9    management courseware, and other similar materials and
10    equipment.
11        "Core subject" means mathematics; science; reading,
12    English, writing, and language arts; history and social
13    studies; world languages; and subjects taught as Advanced
14    Placement in high schools.
15        "Core teacher" means a regular classroom teacher in
16    elementary schools and teachers of a core subject in middle
17    and high schools.
18        "Core Intervention teacher (tutor)" means a licensed
19    teacher providing one-on-one or small group tutoring to
20    students struggling to meet proficiency in core subjects.
21        "CPPRT" means corporate personal property replacement
22    tax funds paid to an Organizational Unit during the
23    calendar year one year before the calendar year in which a
24    school year begins, pursuant to "An Act in relation to the
25    abolition of ad valorem personal property tax and the
26    replacement of revenues lost thereby, and amending and



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



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



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



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1    practice or develop model lessons.
2        "Instructional materials" means relevant instructional
3    materials for student instruction, including, but not
4    limited to, textbooks, consumable workbooks, laboratory
5    equipment, library books, and other similar materials.
6        "Laboratory School" means a public school that is
7    created and operated by a public university and approved by
8    the State Board.
9        "Librarian" means a teacher with an endorsement as a
10    library information specialist or another individual whose
11    primary responsibility is overseeing library resources
12    within an Organizational Unit.
13        "Local Capacity" is defined in paragraph (1) of
14    subsection (c) of this Section.
15        "Local Capacity Percentage" is defined in subparagraph
16    (A) of paragraph (2) of subsection (c) of this Section.
17        "Local Capacity Ratio" is defined in subparagraph (B)
18    of paragraph (2) of subsection (c) of this Section.
19        "Local Capacity Target" is defined in paragraph (2) of
20    subsection (c) of this Section.
21        "Low-Income Count" means, for an Organizational Unit
22    in a fiscal year, the higher of the average number of
23    students for the prior school year or the immediately
24    preceding 3 school years who, as of July 1 of the
25    immediately preceding fiscal year (as determined by the
26    Department of Human Services), are eligible for at least



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1    one of the following low income programs: Medicaid, the
2    Children's Health Insurance Program, TANF, or the
3    Supplemental Nutrition Assistance Program, excluding
4    pupils who are eligible for services provided by the
5    Department of Children and Family Services. Until such time
6    that grade level low-income populations become available,
7    grade level low-income populations shall be determined by
8    applying the low-income percentage to total student
9    enrollments by grade level. The low-income percentage is
10    determined by dividing the Low-Income Count by the Average
11    Student Enrollment.
12        "Maintenance and operations" means custodial services,
13    facility and ground maintenance, facility operations,
14    facility security, routine facility repairs, and other
15    similar services and functions.
16        "Minimum Funding Level" is defined in paragraph (9) of
17    subsection (g) of this Section.
18        "New Property Tax Relief Pool Funds" means, for any
19    given fiscal year, all State funds appropriated under
20    Section 2-3.170 of the School Code.
21        "New State Funds" means, for a given school year, all
22    State funds appropriated for Evidence-Based Funding in
23    excess of the amount needed to fund the Base Funding
24    Minimum for all Organizational Units in that school year.
25        "Net State Contribution Target" means, for a given
26    school year, the amount of State funds that would be



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1    necessary to fully meet the Adequacy Target of an
2    Operational Unit minus the Preliminary Resources available
3    to each unit.
4        "Nurse" means an individual licensed as a certified
5    school nurse, in accordance with the rules established for
6    nursing services by the State Board, who is an employee of
7    and is available to provide health care-related services
8    for students of an Organizational Unit.
9        "Operating Tax Rate" means the rate utilized in the
10    previous year to extend property taxes for all purposes,
11    except, Bond and Interest, Summer School, Rent, Capital
12    Improvement, and Vocational Education Building purposes.
13    For Hybrid Districts, the Operating Tax Rate shall be the
14    combined elementary and high school rates utilized in the
15    previous year to extend property taxes for all purposes,
16    except, Bond and Interest, Summer School, Rent, Capital
17    Improvement, and Vocational Education Building purposes.
18        "Organizational Unit" means a Laboratory School, an
19    Alternative School, or any public school district that is
20    recognized as such by the State Board and that contains
21    elementary schools typically serving kindergarten through
22    5th grades, middle schools typically serving 6th through
23    8th grades, or high schools typically serving 9th through
24    12th grades. The General Assembly acknowledges that the
25    actual grade levels served by a particular Organizational
26    Unit may vary slightly from what is typical.



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



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



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1    Law.
2        "PTELL EAV" is defined in paragraph (4) of subsection
3    (d) of this Section.
4        "Pupil support staff" means a nurse, psychologist,
5    social worker, family liaison personnel, or other staff
6    member who provides support to at-risk or struggling
7    students.
8        "Real Receipts" is defined in paragraph (1) of
9    subsection (d) of this Section.
10        "Regionalization Factor" means, for a particular
11    Organizational Unit, the figure derived by dividing the
12    Organizational Unit CWI by the Statewide Weighted CWI.
13        "School site staff" means the primary school secretary
14    and any additional clerical personnel assigned to a school.
15        "Special education" means special educational
16    facilities and services, as defined in Section 14-1.08 of
17    this Code.
18        "Special Education Allocation" means the amount of an
19    Organizational Unit's final Adequacy Target attributable
20    to special education divided by the Organizational Unit's
21    final Adequacy Target, the product of which shall be
22    multiplied by the amount of new funding received pursuant
23    to this Section. An Organizational Unit's final Adequacy
24    Target attributable to special education shall include all
25    special education investment adequacy elements.
26        "Specialist teacher" means a teacher who provides



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1    instruction in subject areas not included in core subjects,
2    including, but not limited to, art, music, physical
3    education, health, driver education, career-technical
4    education, and such other subject areas as may be mandated
5    by State law or provided by an Organizational Unit.
6        "Specially Funded Unit" means an Alternative School,
7    safe school, Department of Juvenile Justice school,
8    special education cooperative or entity recognized by the
9    State Board as a special education cooperative,
10    State-approved charter school, or alternative learning
11    opportunities program that received direct funding from
12    the State Board during the 2016-2017 school year through
13    any of the funding sources included within the calculation
14    of the Base Funding Minimum or Glenwood Academy.
15        "Supplemental Grant Funding" means supplemental
16    general State aid funding received by an Organization Unit
17    during the 2016-2017 school year pursuant to subsection (H)
18    of Section 18-8.05 of this Code.
19        "State Adequacy Level" is the sum of the Adequacy
20    Targets of all Organizational Units.
21        "State Board" means the State Board of Education.
22        "State Superintendent" means the State Superintendent
23    of Education.
24        "Statewide Weighted CWI" means a figure determined by
25    multiplying each Organizational Unit CWI times the ASE for
26    that Organizational Unit creating a weighted value,



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



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1        "Tier 1 Aggregate Funding", "Tier 2 Aggregate
2    Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
3    Funding" are defined in paragraph (1) of subsection (g).
4    (b) Adequacy Target calculation.
5        (1) Each Organizational Unit's Adequacy Target is the
6    sum of the Organizational Unit's cost of providing
7    Essential Elements, as calculated in accordance with this
8    subsection (b), with the salary amounts in the Essential
9    Elements multiplied by a Regionalization Factor calculated
10    pursuant to paragraph (3) of this subsection (b).
11        (2) The Essential Elements are attributable on a pro
12    rata basis related to defined subgroups of the ASE of each
13    Organizational Unit as specified in this paragraph (2),
14    with investments and FTE positions pro rata funded based on
15    ASE counts in excess or less than the thresholds set forth
16    in this paragraph (2). The method for calculating
17    attributable pro rata costs and the defined subgroups
18    thereto are as follows:
19            (A) Core class size investments. Each
20        Organizational Unit shall receive the funding required
21        to support that number of FTE core teacher positions as
22        is needed to keep the respective class sizes of the
23        Organizational Unit to the following maximum numbers:
24                (i) For grades kindergarten through 3, the
25            Organizational Unit shall receive funding required
26            to support one FTE core teacher position for every



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



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



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



HB5684- 25 -LRB100 19822 NHT 35098 b

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



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



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



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



HB5684- 29 -LRB100 19822 NHT 35098 b

1        fiscal year in which a school district organized under
2        Article 34 of this Code is responsible for paying the
3        employer normal cost of teacher pensions, then that
4        amount of its employer normal cost plus the amount for
5        retiree health insurance as certified by the Public
6        School Teachers' Pension and Retirement Fund of
7        Chicago to be paid by the school district for the
8        preceding school year that is statutorily required to
9        cover employer normal costs and the amount for retiree
10        health insurance shall be added to the 30% specified in
11        this subparagraph (U). The Public School Teachers'
12        Pension and Retirement Fund of Chicago shall submit
13        such information as the State Superintendent may
14        require for the calculations set forth in this
15        subparagraph (U).
16            (V) Additional investments in low-income students.
17        In addition to and not in lieu of all other funding
18        under this paragraph (2), each Organizational Unit
19        shall receive funding based on the average teacher
20        salary for grades K through 12 to cover the costs of:
21                (i) one FTE intervention teacher (tutor)
22            position for every 125 Low-Income Count students;
23                (ii) one FTE pupil support staff position for
24            every 125 Low-Income Count students;
25                (iii) one FTE extended day teacher position
26            for every 120 Low-Income Count students; and



HB5684- 30 -LRB100 19822 NHT 35098 b

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



HB5684- 31 -LRB100 19822 NHT 35098 b

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



HB5684- 32 -LRB100 19822 NHT 35098 b

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



HB5684- 33 -LRB100 19822 NHT 35098 b

1    (c) Local capacity calculation.
2        (1) Each Organizational Unit's Local Capacity
3    represents an amount of funding it is assumed to contribute
4    toward its Adequacy Target for purposes of the
5    Evidence-Based Funding formula calculation. "Local
6    Capacity" means either (i) the Organizational Unit's Local
7    Capacity Target as calculated in accordance with paragraph
8    (2) of this subsection (c) if its Real Receipts are equal
9    to or less than its Local Capacity Target or (ii) the
10    Organizational Unit's Adjusted Local Capacity, as
11    calculated in accordance with paragraph (3) of this
12    subsection (c) if Real Receipts are more than its Local
13    Capacity Target.
14        (2) "Local Capacity Target" means, for an
15    Organizational Unit, that dollar amount that is obtained by
16    multiplying its Adequacy Target by its Local Capacity
17    Ratio.
18            (A) An Organizational Unit's Local Capacity
19        Percentage is the conversion of the Organizational
20        Unit's Local Capacity Ratio, as such ratio is
21        determined in accordance with subparagraph (B) of this
22        paragraph (2), into a normal curve equivalent score to
23        determine each Organizational Unit's relative position
24        to all other Organizational Units in this State. The
25        calculation of Local Capacity Percentage is described
26        in subparagraph (C) of this paragraph (2).



HB5684- 34 -LRB100 19822 NHT 35098 b

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



HB5684- 35 -LRB100 19822 NHT 35098 b

1        standard normal distribution of the score in relation
2        to the weighted mean and weighted standard deviation
3        and Local Capacity Ratios of all Organizational Units.
4        If the value assigned to any Organizational Unit is in
5        excess of 90%, the value shall be adjusted to 90%. For
6        Laboratory Schools, the Local Capacity Percentage
7        shall be set at 10% in recognition of the absence of
8        EAV and resources from the public university that are
9        allocated to the Laboratory School. The weighted mean
10        for the Local Capacity Percentage shall be determined
11        by multiplying each Organizational Unit's Local
12        Capacity Ratio times the ASE for the unit creating a
13        weighted value, summing the weighted values of all
14        Organizational Units, and dividing by the total ASE of
15        all Organizational Units. The weighted standard
16        deviation shall be determined by taking the square root
17        of the weighted variance of all Organizational Units'
18        Local Capacity Ratio, where the variance is calculated
19        by squaring the difference between each unit's Local
20        Capacity Ratio and the weighted mean, then multiplying
21        the variance for each unit times the ASE for the unit
22        to create a weighted variance for each unit, then
23        summing all units' weighted variance and dividing by
24        the total ASE of all units.
25            (D) For any Organizational Unit, the
26        Organizational Unit's Adjusted Local Capacity Target



HB5684- 36 -LRB100 19822 NHT 35098 b

1        shall be reduced by either (i) the school board's
2        remaining contribution pursuant to paragraph (ii) of
3        subsection (b-4) of Section 16-158 of the Illinois
4        Pension Code in a given year, or (ii) the board of
5        education's remaining contribution pursuant to
6        paragraph (iv) of subsection (b) of Section 17-129 of
7        the Illinois Pension Code absent the employer normal
8        cost portion of the required contribution and amount
9        allowed pursuant to subdivision (3) of Section
10        17-142.1 of the Illinois Pension Code in a given year.
11        In the preceding sentence, item (i) shall be certified
12        to the State Board of Education by the Teachers'
13        Retirement System of the State of Illinois and item
14        (ii) shall be certified to the State Board of Education
15        by the Public School Teachers' Pension and Retirement
16        Fund of the City of Chicago.
17        (3) If an Organizational Unit's Real Receipts are more
18    than its Local Capacity Target, then its Local Capacity
19    shall equal an Adjusted Local Capacity Target as calculated
20    in accordance with this paragraph (3). The Adjusted Local
21    Capacity Target is calculated as the sum of the
22    Organizational Unit's Local Capacity Target and its Real
23    Receipts Adjustment. The Real Receipts Adjustment equals
24    the Organizational Unit's Real Receipts less its Local
25    Capacity Target, with the resulting figure multiplied by
26    the Local Capacity Percentage.



HB5684- 37 -LRB100 19822 NHT 35098 b

1        As used in this paragraph (3), "Real Percent of
2    Adequacy" means the sum of an Organizational Unit's Real
3    Receipts, CPPRT, and Base Funding Minimum, with the
4    resulting figure divided by the Organizational Unit's
5    Adequacy Target.
6    (d) Calculation of Real Receipts, EAV, and Adjusted EAV for
7purposes of the Local Capacity calculation.
8        (1) An Organizational Unit's Real Receipts are the
9    product of its Applicable Tax Rate and its Adjusted EAV,
10    plus, beginning with the Evidence-Based Funding
11    calculation for the 2019-2020 school year, the total amount
12    of funds received from governmental entities other than the
13    State for the preceding school year, as reported to the
14    State Superintendent, including funds received from (i)
15    the federal government or (ii) a unit of local government,
16    including any revenue from a school facility occupation tax
17    under Section 5-1006.7 of the Counties Code or any tax
18    increment finance revenue distributed to the
19    Organizational Unit under the Tax Increment Allocation
20    Redevelopment Act (Division 74.4 of Article 11 of the
21    Illinois Municipal Code). An Organizational Unit's
22    Applicable Tax Rate is its Adjusted Operating Tax Rate for
23    property within the Organizational Unit.
24        (2) The State Superintendent shall calculate the
25    Equalized Assessed Valuation, or EAV, of all taxable
26    property of each Organizational Unit as of September 30 of



HB5684- 38 -LRB100 19822 NHT 35098 b

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



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



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



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



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1    average of its EAV over the immediately preceding 3 years
2    or its EAV in the immediately preceding year if the EAV in
3    the immediately preceding year has declined by 10% or more
4    compared to the 3-year average. In the event of
5    Organizational Unit reorganization, consolidation, or
6    annexation, the Organizational Unit's Adjusted EAV for the
7    first 3 years after such change shall be as follows: the
8    most current EAV shall be used in the first year, the
9    average of a 2-year EAV or its EAV in the immediately
10    preceding year if the EAV declines by 10% or more compared
11    to the 2-year average for the second year, and a 3-year
12    average EAV or its EAV in the immediately preceding year if
13    the adjusted EAV declines by 10% or more compared to the
14    3-year average for the third year.
15        "PTELL EAV" means a figure calculated by the State
16    Board for Organizational Units subject to PTELL as
17    described in this paragraph (4) for the purposes of
18    calculating an Organizational Unit's Local Capacity Ratio.
19    Except as otherwise provided in this paragraph (4), the
20    PTELL EAV of an Organizational Unit shall be equal to the
21    product of the equalized assessed valuation last used in
22    the calculation of general State aid under Section 18-8.05
23    of this Code or Evidence-Based Funding under this Section
24    and the Organizational Unit's Extension Limitation Ratio.
25    If an Organizational Unit has approved or does approve an
26    increase in its limiting rate, pursuant to Section 18-190



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1    of the Property Tax Code, affecting the Base Tax Year, the
2    PTELL EAV shall be equal to the product of the equalized
3    assessed valuation last used in the calculation of general
4    State aid under Section 18-8.05 of this Code or
5    Evidence-Based Funding under this Section multiplied by an
6    amount equal to one plus the percentage increase, if any,
7    in the Consumer Price Index for All Urban Consumers for all
8    items published by the United States Department of Labor
9    for the 12-month calendar year preceding the Base Tax Year,
10    plus the equalized assessed valuation of new property,
11    annexed property, and recovered tax increment value and
12    minus the equalized assessed valuation of disconnected
13    property.
14        As used in this paragraph (4), "new property" and
15    "recovered tax increment value" shall have the meanings set
16    forth in the Property Tax Extension Limitation Law.
17    (e) Base Funding Minimum calculation.
18        (1) For the 2017-2018 school year, the Base Funding
19    Minimum of an Organizational Unit, other than a Specially
20    Funded Unit, shall be the amount of State funds distributed
21    to the Organizational Unit during the 2016-2017 school year
22    prior to any adjustments and specified appropriation
23    amounts described in this paragraph (1) from the following
24    Sections, as calculated by the State Superintendent:
25    Section 18-8.05 of this Code (general State aid); Section 5
26    of Article 224 of Public Act 99-524 (equity grants);



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1    Section 14-7.02b of this Code (funding for children
2    requiring special education services); Section 14-13.01 of
3    this Code (special education facilities and staffing),
4    except for reimbursement of the cost of transportation
5    pursuant to Section 14-13.01; Section 14C-12 of this Code
6    (English learners); and Section 18-4.3 of this Code (summer
7    school), based on an appropriation level of $13,121,600.
8    For a school district organized under Article 34 of this
9    Code, the Base Funding Minimum also includes (i) the funds
10    allocated to the school district pursuant to Section 1D-1
11    of this Code attributable to funding programs authorized by
12    the Sections of this Code listed in the preceding sentence;
13    and (ii) the difference between (I) the funds allocated to
14    the school district pursuant to Section 1D-1 of this Code
15    attributable to the funding programs authorized by Section
16    14-7.02 (non-public special education reimbursement),
17    subsection (b) of Section 14-13.01 (special education
18    transportation), Section 29-5 (transportation), Section
19    2-3.80 (agricultural education), Section 2-3.66 (truants'
20    alternative education), Section 2-3.62 (educational
21    service centers), and Section 14-7.03 (special education -
22    orphanage) of this Code and Section 15 of the Childhood
23    Hunger Relief Act (free breakfast program) and (II) the
24    school district's actual expenditures for its non-public
25    special education, special education transportation,
26    transportation programs, agricultural education, truants'



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1    alternative education, services that would otherwise be
2    performed by a regional office of education, special
3    education orphanage expenditures, and free breakfast, as
4    most recently calculated and reported pursuant to
5    subsection (f) of Section 1D-1 of this Code. For Specially
6    Funded Units, the Base Funding Minimum shall be the total
7    amount of State funds allotted to the Specially Funded Unit
8    during the 2016-2017 school year. The Base Funding Minimum
9    for Glenwood Academy shall be $625,500.
10        (2) For the 2018-2019 and subsequent school years, the
11    Base Funding Minimum of Organizational Units and Specially
12    Funded Units shall be the sum of (i) the amount of
13    Evidence-Based Funding for the prior school year and (ii)
14    the Base Funding Minimum for the prior school year.
15    (f) Percent of Adequacy and Final Resources calculation.
16        (1) The Evidence-Based Funding formula establishes a
17    Percent of Adequacy for each Organizational Unit in order
18    to place such units into tiers for the purposes of the
19    funding distribution system described in subsection (g) of
20    this Section. Initially, an Organizational Unit's
21    Preliminary Resources and Preliminary Percent of Adequacy
22    are calculated pursuant to paragraph (2) of this subsection
23    (f). Then, an Organizational Unit's Final Resources and
24    Final Percent of Adequacy are calculated to account for the
25    Organizational Unit's poverty concentration levels
26    pursuant to paragraphs (3) and (4) of this subsection (f).



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



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



HB5684- 48 -LRB100 19822 NHT 35098 b

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



HB5684- 49 -LRB100 19822 NHT 35098 b

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



HB5684- 50 -LRB100 19822 NHT 35098 b

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



HB5684- 51 -LRB100 19822 NHT 35098 b

1    Funding Minimum, the unqualified portion of the Base
2    Funding Minimum shall be transferred to one or more
3    appropriate Organizational Units as determined by the
4    State Superintendent based on the prior year ASE of the
5    Organizational Units.
6        (9) The Minimum Funding Level is intended to establish
7    a target for State funding that will keep pace with
8    inflation and continue to advance equity through the
9    Evidence-Based Funding formula. The target for State
10    funding of New Property Tax Relief Pool Funds is
11    $50,000,000 for State fiscal year 2019 and subsequent State
12    fiscal years. The Minimum Funding Level is equal to
13    $350,000,000. In addition to any New State Funds, no more
14    than $50,000,000 New Property Tax Relief Pool Funds may be
15    counted towards the Minimum Funding Level. If the sum of
16    New State Funds and applicable New Property Tax Relief Pool
17    Funds are less than the Minimum Funding Level, than funding
18    for tiers shall be reduced in the following manner:
19            (A) First, Tier 4 funding shall be reduced by an
20        amount equal to the difference between the Minimum
21        Funding Level and New State Funds until such time as
22        Tier 4 funding is exhausted.
23            (B) Next, Tier 3 funding shall be reduced by an
24        amount equal to the difference between the Minimum
25        Funding Level and New State Funds and the reduction in
26        Tier 4 funding until such time as Tier 3 funding is



HB5684- 52 -LRB100 19822 NHT 35098 b

1        exhausted.
2            (C) Next, Tier 2 funding shall be reduced by an
3        amount equal to the difference between the Minimum
4        Funding level and new State Funds and the reduction
5        Tier 4 and Tier 3.
6            (D) Finally, Tier 1 funding shall be reduced by an
7        amount equal to the difference between the Minimum
8        Funding level and New State Funds and the reduction in
9        Tier 2, 3, and 4 funding. In addition, the Allocation
10        Rate for Tier 1 shall be reduced to a percentage equal
11        to 50%, multiplied by the result of New State Funds
12        divided by the Minimum Funding Level.
13        (9.5) For State fiscal year 2019 and subsequent State
14    fiscal years, if New State Funds exceed $300,000,000, then
15    any amount in excess of $300,000,000 shall be dedicated for
16    purposes of Section 2-3.170 of this Code up to a maximum of
17    $50,000,000.
18        (10) In the event of a decrease in the amount of the
19    appropriation for this Section in any fiscal year after
20    implementation of this Section, the Organizational Units
21    receiving Tier 1 and Tier 2 funding, as determined under
22    paragraph (3) of this subsection (g), shall be held
23    harmless by establishing a Base Funding Guarantee equal to
24    the per pupil kindergarten through grade 12 funding
25    received in accordance with this Section in the prior
26    fiscal year. Reductions shall be made to the Base Funding



HB5684- 53 -LRB100 19822 NHT 35098 b

1    Minimum of Organizational Units in Tier 3 and Tier 4 on a
2    per pupil basis equivalent to the total number of the ASE
3    in Tier 3-funded and Tier 4-funded Organizational Units
4    divided by the total reduction in State funding. The Base
5    Funding Minimum as reduced shall continue to be applied to
6    Tier 3 and Tier 4 Organizational Units and adjusted by the
7    relative formula when increases in appropriations for this
8    Section resume. In no event may State funding reductions to
9    Organizational Units in Tier 3 or Tier 4 exceed an amount
10    that would be less than the Base Funding Minimum
11    established in the first year of implementation of this
12    Section. If additional reductions are required, all school
13    districts shall receive a reduction by a per pupil amount
14    equal to the aggregate additional appropriation reduction
15    divided by the total ASE of all Organizational Units.
16        (11) The State Superintendent shall make minor
17    adjustments to the distribution formula set forth in this
18    subsection (g) to account for the rounding of percentages
19    to the nearest tenth of a percentage and dollar amounts to
20    the nearest whole dollar.
21    (h) State Superintendent administration of funding and
22district submission requirements.
23        (1) The State Superintendent shall, in accordance with
24    appropriations made by the General Assembly, meet the
25    funding obligations created under this Section.
26        (2) The State Superintendent shall calculate the



HB5684- 54 -LRB100 19822 NHT 35098 b

1    Adequacy Target for each Organizational Unit and Net State
2    Contribution Target for each Organizational Unit under
3    this Section. The State Superintendent shall also certify
4    the actual amounts of the New State Funds payable for each
5    eligible Organizational Unit based on the equitable
6    distribution calculation to the unit's treasurer, as soon
7    as possible after such amounts are calculated, including
8    any applicable adjusted charge-off increase. No
9    Evidence-Based Funding shall be distributed within an
10    Organizational Unit without the approval of the unit's
11    school board.
12        (3) Annually, the State Superintendent shall calculate
13    and report to each Organizational Unit the unit's aggregate
14    financial adequacy amount, which shall be the sum of the
15    Adequacy Target for each Organizational Unit. The State
16    Superintendent shall calculate and report separately for
17    each Organizational Unit the unit's total State funds
18    allocated for its students with disabilities. The State
19    Superintendent shall calculate and report separately for
20    each Organizational Unit the amount of funding and
21    applicable FTE calculated for each Essential Element of the
22    unit's Adequacy Target.
23        (4) Annually, the State Superintendent shall calculate
24    and report to each Organizational Unit the amount the unit
25    must expend on special education and bilingual education
26    pursuant to the unit's Base Funding Minimum, Special



HB5684- 55 -LRB100 19822 NHT 35098 b

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



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



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



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



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



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



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1    Adequacy Target and applied to the formulas, based on the
2    Panel's study of average expenses as reported in the most
3    recent annual financial report:
4            (A) gifted under subparagraph (M) of paragraph (2)
5        of subsection (b) of this Section;
6            (B) instructional materials under subparagraph (O)
7        of paragraph (2) of subsection (b) of this Section;
8            (C) assessment under subparagraph (P) of paragraph
9        (2) of subsection (b) of this Section;
10            (D) student activities under subparagraph (R) of
11        paragraph (2) of subsection (b) of this Section;
12            (E) maintenance and operations under subparagraph
13        (S) of paragraph (2) of subsection (b) of this Section;
14        and
15            (F) central office under subparagraph (T) of
16        paragraph (2) of subsection (b) of this Section.
17        (4) On a periodic basis, the Panel shall study all the
18    following elements and make recommendations to the State
19    Board, the General Assembly, and the Governor for
20    modification of this Section:
21            (A) The format and scope of annual spending plans
22        referenced in paragraph (9) of subsection (h) of this
23        Section.
24            (B) The Comparable Wage Index under this Section,
25        to be studied by the Panel and reestablished by the
26        State Superintendent every 5 years.



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



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



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



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1laws to general State aid funds or calculations under Section
218-8.05 of this Code shall be deemed to be references to
3evidence-based model formula funds or calculations under this
5(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18.)