Full Text of HB3446 103rd General Assembly
HB3446eng 103RD GENERAL ASSEMBLY |
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| 1 | | AN ACT concerning education.
| 2 | | Be it enacted by the People of the State of Illinois,
| 3 | | represented in the General Assembly:
| 4 | | Section 5. The School Code is amended by changing Sections | 5 | | 10-17a and 18-8.15 as follows:
| 6 | | (105 ILCS 5/10-17a) (from Ch. 122, par. 10-17a)
| 7 | | Sec. 10-17a. State, school district, and school report | 8 | | cards.
| 9 | | (1) By October 31, 2013 and October 31 of each subsequent | 10 | | school year, the State Board of Education, through the State | 11 | | Superintendent of Education, shall prepare a State report | 12 | | card, school district report cards, and school report cards, | 13 | | and shall by the most economical means provide to each school
| 14 | | district in this State, including special charter districts | 15 | | and districts
subject to the provisions of Article 34, the | 16 | | report cards for the school district and each of its schools. | 17 | | Because of the impacts of the COVID-19 public health emergency | 18 | | during school year 2020-2021, the State Board of Education | 19 | | shall have until December 31, 2021 to prepare and provide the | 20 | | report cards that would otherwise be due by October 31, 2021. | 21 | | During a school year in which the Governor has declared a | 22 | | disaster due to a public health emergency pursuant to Section | 23 | | 7 of the Illinois Emergency Management Agency Act, the report |
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| 1 | | cards for the school districts and each of its schools shall be | 2 | | prepared by December 31. | 3 | | (2) In addition to any information required by federal | 4 | | law, the State Superintendent shall determine the indicators | 5 | | and presentation of the school report card, which must | 6 | | include, at a minimum, the most current data collected and | 7 | | maintained by the State Board of Education related to the | 8 | | following: | 9 | | (A) school characteristics and student demographics, | 10 | | including average class size, average teaching experience, | 11 | | student racial/ethnic breakdown, and the percentage of | 12 | | students classified as low-income; the percentage of | 13 | | students classified as English learners, the number of | 14 | | students who graduate from a bilingual or English learner | 15 | | program, and the number of students who graduate from, | 16 | | transfer from, or otherwise leave bilingual programs; the | 17 | | percentage of students who have individualized education | 18 | | plans or 504 plans that provide for special education | 19 | | services; the number and percentage of all students who | 20 | | have been assessed for placement in a gifted education or | 21 | | advanced academic program and, of those students: (i) the | 22 | | racial and ethnic breakdown, (ii) the percentage who are | 23 | | classified as low-income, and (iii) the number and | 24 | | percentage of students who received direct instruction | 25 | | from a teacher who holds a gifted education endorsement | 26 | | and, of those students, the percentage who are classified |
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| 1 | | as low-income; the percentage of students scoring at the | 2 | | "exceeds expectations" level on the assessments required | 3 | | under Section 2-3.64a-5 of this Code; the percentage of | 4 | | students who annually transferred in or out of the school | 5 | | district; average daily attendance; the per-pupil | 6 | | operating expenditure of the school district; and the | 7 | | per-pupil State average operating expenditure for the | 8 | | district type (elementary, high school, or unit); | 9 | | (B) curriculum information, including, where | 10 | | applicable, Advanced Placement, International | 11 | | Baccalaureate or equivalent courses, dual enrollment | 12 | | courses, foreign language classes, computer science | 13 | | courses, school personnel resources (including Career | 14 | | Technical Education teachers), before and after school | 15 | | programs, extracurricular activities, subjects in which | 16 | | elective classes are offered, health and wellness | 17 | | initiatives (including the average number of days of | 18 | | Physical Education per week per student), approved | 19 | | programs of study, awards received, community | 20 | | partnerships, and special programs such as programming for | 21 | | the gifted and talented, students with disabilities, and | 22 | | work-study students; | 23 | | (C) student outcomes, including, where applicable, the | 24 | | percentage of students deemed proficient on assessments of | 25 | | State standards, the percentage of students in the eighth | 26 | | grade who pass Algebra, the percentage of students who |
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| 1 | | participated in workplace learning experiences, the | 2 | | percentage of students enrolled in post-secondary | 3 | | institutions (including colleges, universities, community | 4 | | colleges, trade/vocational schools, and training programs | 5 | | leading to career certification within 2 semesters of high | 6 | | school graduation), the percentage of students graduating | 7 | | from high school who are college and career ready, and the | 8 | | percentage of graduates enrolled in community colleges, | 9 | | colleges, and universities who are in one or more courses | 10 | | that the community college, college, or university | 11 | | identifies as a developmental course; | 12 | | (D) student progress, including, where applicable, the | 13 | | percentage of students in the ninth grade who have earned | 14 | | 5 credits or more without failing more than one core | 15 | | class, a measure of students entering kindergarten ready | 16 | | to learn, a measure of growth, and the percentage of | 17 | | students who enter high school on track for college and | 18 | | career readiness; | 19 | | (E) the school environment, including, where | 20 | | applicable, high school dropout rate by grade level, the | 21 | | percentage of students with less than 10 absences in a | 22 | | school year, the percentage of teachers with less than 10 | 23 | | absences in a school year for reasons other than | 24 | | professional development, leaves taken pursuant to the | 25 | | federal Family Medical Leave Act of 1993, long-term | 26 | | disability, or parental leaves, the 3-year average of the |
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| 1 | | percentage of teachers returning to the school from the | 2 | | previous year, the number of different principals at the | 3 | | school in the last 6 years, the number of teachers who hold | 4 | | a gifted education endorsement, the process and criteria | 5 | | used by the district to determine whether a student is | 6 | | eligible for participation in a gifted education program | 7 | | or advanced academic program and the manner in which | 8 | | parents and guardians are made aware of the process and | 9 | | criteria, the number of teachers who are National Board | 10 | | Certified Teachers, disaggregated by race and ethnicity, 2 | 11 | | or more indicators from any school climate survey selected | 12 | | or approved by the State and administered pursuant to | 13 | | Section 2-3.153 of this Code, with the same or similar | 14 | | indicators included on school report cards for all surveys | 15 | | selected or approved by the State pursuant to Section | 16 | | 2-3.153 of this Code, the combined percentage of teachers | 17 | | rated as proficient or excellent in their most recent | 18 | | evaluation, and, beginning with the 2022-2023 school year, | 19 | | data on the number of incidents of violence that occurred | 20 | | on school grounds or during school-related activities and | 21 | | that resulted in an out-of-school suspension, expulsion, | 22 | | or removal to an alternative setting, as reported pursuant | 23 | | to Section 2-3.162; | 24 | | (F) a school district's and its individual schools' | 25 | | balanced accountability measure, in accordance with | 26 | | Section 2-3.25a of this Code; |
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| 1 | | (G) the total and per pupil normal cost amount the | 2 | | State contributed to the Teachers' Retirement System of | 3 | | the State of Illinois in the prior fiscal year for the | 4 | | school's employees, which shall be reported to the State | 5 | | Board of Education by the Teachers' Retirement System of | 6 | | the State of Illinois; | 7 | | (H) for a school district organized under Article 34 | 8 | | of this Code only, State contributions to the Public | 9 | | School Teachers' Pension and Retirement Fund of Chicago | 10 | | and State contributions for health care for employees of | 11 | | that school district; | 12 | | (I) a school district's Final Percent of Adequacy, as | 13 | | defined in paragraph (4) of subsection (f) of Section | 14 | | 18-8.15 of this Code; | 15 | | (J) a school district's Local Capacity Target, as | 16 | | defined in paragraph (2) of subsection (c) of Section | 17 | | 18-8.15 of this Code, displayed as a percentage amount; | 18 | | (K) a school district's Real Receipts, as defined in | 19 | | paragraph (1) of subsection (d) of Section 18-8.15 of this | 20 | | Code, divided by a school district's Adequacy Target, as | 21 | | defined in paragraph (1) of subsection (b) of Section | 22 | | 18-8.15 of this Code, displayed as a percentage amount; | 23 | | (L) a school district's administrative costs; | 24 | | (M) whether or not the school has participated in the | 25 | | Illinois Youth Survey. In this paragraph (M), "Illinois | 26 | | Youth Survey" means a self-report survey, administered in |
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| 1 | | school settings every 2 years, designed to gather | 2 | | information about health and social indicators, including | 3 | | substance abuse patterns and the attitudes of students in | 4 | | grades 8, 10, and 12; and | 5 | | (N) whether the school offered its students career and | 6 | | technical education opportunities. | 7 | | The school report card shall also provide
information that | 8 | | allows for comparing the current outcome, progress, and | 9 | | environment data to the State average, to the school data from | 10 | | the past 5 years, and to the outcomes, progress, and | 11 | | environment of similar schools based on the type of school and | 12 | | enrollment of low-income students, special education students, | 13 | | and English learners ; and . | 14 | | (O) a school district's expenditure of Base Funding | 15 | | Minimum and Evidence-Based Funding received from the State | 16 | | under Section 18-8.15 in the level of specificity required | 17 | | by the annual spending plans mandated by subsection (h) of | 18 | | Section 18-8.15.
| 19 | | As used in this subsection (2): | 20 | | "Administrative costs" means costs associated with | 21 | | executive, administrative, or managerial functions within the | 22 | | school district that involve planning, organizing, managing, | 23 | | or directing the school district. | 24 | | "Advanced academic program" means a course of study to | 25 | | which students are assigned based on advanced cognitive | 26 | | ability or advanced academic achievement compared to local age |
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| 1 | | peers and in which the curriculum is substantially | 2 | | differentiated from the general curriculum to provide | 3 | | appropriate challenge and pace. | 4 | | "Computer science" means the study of computers and | 5 | | algorithms, including their principles, their hardware and | 6 | | software designs, their implementation, and their impact on | 7 | | society. "Computer science" does not include the study of | 8 | | everyday uses of computers and computer applications, such as | 9 | | keyboarding or accessing the Internet. | 10 | | "Gifted education" means educational services, including | 11 | | differentiated curricula and instructional methods, designed | 12 | | to meet the needs of gifted children as defined in Article 14A | 13 | | of this Code. | 14 | | For the purposes of paragraph (A) of this subsection (2), | 15 | | "average daily attendance" means the average of the actual | 16 | | number of attendance days during the previous school year for | 17 | | any enrolled student who is subject to compulsory attendance | 18 | | by Section 26-1 of this Code at each school and charter school. | 19 | | (3) At the discretion of the State Superintendent, the | 20 | | school district report card shall include a subset of the | 21 | | information identified in paragraphs (A) through (E) of | 22 | | subsection (2) of this Section, as well as information | 23 | | relating to the operating expense per pupil and other finances | 24 | | of the school district, and the State report card shall | 25 | | include a subset of the information identified in paragraphs | 26 | | (A) through (E) and paragraph (N) of subsection (2) of this |
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| 1 | | Section. The school district report card shall include the | 2 | | average daily attendance, as that term is defined in | 3 | | subsection (2) of this Section, of students who have | 4 | | individualized education programs and students who have 504 | 5 | | plans that provide for special education services within the | 6 | | school district. | 7 | | (4) Notwithstanding anything to the contrary in this | 8 | | Section, in consultation with key education stakeholders, the | 9 | | State Superintendent shall at any time have the discretion to | 10 | | amend or update any and all metrics on the school, district, or | 11 | | State report card. | 12 | | (5) Annually, no more than 30 calendar days after receipt | 13 | | of the school district and school report cards from the State | 14 | | Superintendent of Education, each school district, including | 15 | | special charter districts and districts subject to the | 16 | | provisions of Article 34, shall present such report
cards at a | 17 | | regular school board meeting subject to
applicable notice | 18 | | requirements, post the report cards
on the
school district's | 19 | | Internet web site, if the district maintains an Internet web
| 20 | | site, make the report cards
available
to a newspaper of | 21 | | general circulation serving the district, and, upon
request, | 22 | | send the report cards
home to a parent (unless the district | 23 | | does not maintain an Internet web site,
in which case
the | 24 | | report card shall be sent home to parents without request). If | 25 | | the
district posts the report card on its Internet web
site, | 26 | | the district
shall send a
written notice home to parents |
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| 1 | | stating (i) that the report card is available on
the web site,
| 2 | | (ii) the address of the web site, (iii) that a printed copy of | 3 | | the report card
will be sent to
parents upon request, and (iv) | 4 | | the telephone number that parents may
call to
request a | 5 | | printed copy of the report card.
| 6 | | (6) Nothing contained in Public Act 98-648 repeals, | 7 | | supersedes, invalidates, or nullifies final decisions in | 8 | | lawsuits pending on July 1, 2014 (the effective date of Public | 9 | | Act 98-648) in Illinois courts involving the interpretation of | 10 | | Public Act 97-8. | 11 | | (Source: P.A. 101-68, eff. 1-1-20; 101-81, eff. 7-12-19; | 12 | | 101-654, eff. 3-8-21; 102-16, eff. 6-17-21; 102-294, eff. | 13 | | 1-1-22; 102-539, eff. 8-20-21; 102-558, eff. 8-20-21; 102-594, | 14 | | eff. 7-1-22; 102-813, eff. 5-13-22 .) | 15 | | (105 ILCS 5/18-8.15) | 16 | | Sec. 18-8.15. Evidence-Based Funding for student success | 17 | | for the 2017-2018 and subsequent school years. | 18 | | (a) General provisions. | 19 | | (1) The purpose of this Section is to ensure that, by | 20 | | June 30, 2027 and beyond, this State has a kindergarten | 21 | | through grade 12 public education system with the capacity | 22 | | to ensure the educational development of all persons to | 23 | | the limits of their capacities in accordance with Section | 24 | | 1 of Article X of the Constitution of the State of | 25 | | Illinois. To accomplish that objective, this Section |
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| 1 | | creates a method of funding public education that is | 2 | | evidence-based; is sufficient to ensure every student | 3 | | receives a meaningful opportunity to learn irrespective of | 4 | | race, ethnicity, sexual orientation, gender, or | 5 | | community-income level; and is sustainable and | 6 | | predictable. When fully funded under this Section, every | 7 | | school shall have the resources, based on what the | 8 | | evidence indicates is needed, to: | 9 | | (A) provide all students with a high quality | 10 | | education that offers the academic, enrichment, social | 11 | | and emotional support, technical, and career-focused | 12 | | programs that will allow them to become competitive | 13 | | workers, responsible parents, productive citizens of | 14 | | this State, and active members of our national | 15 | | democracy; | 16 | | (B) ensure all students receive the education they | 17 | | need to graduate from high school with the skills | 18 | | required to pursue post-secondary education and | 19 | | training for a rewarding career; | 20 | | (C) reduce, with a goal of eliminating, the | 21 | | achievement gap between at-risk and non-at-risk | 22 | | students by raising the performance of at-risk | 23 | | students and not by reducing standards; and | 24 | | (D) ensure this State satisfies its obligation to | 25 | | assume the primary responsibility to fund public | 26 | | education and simultaneously relieve the |
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| 1 | | disproportionate burden placed on local property taxes | 2 | | to fund schools. | 3 | | (2) The Evidence-Based Funding formula under this | 4 | | Section shall be applied to all Organizational Units in | 5 | | this State. The Evidence-Based Funding formula outlined in | 6 | | this Act is based on the formula outlined in Senate Bill 1 | 7 | | of the 100th General Assembly, as passed by both | 8 | | legislative chambers. As further defined and described in | 9 | | this Section, there are 4 major components of the | 10 | | Evidence-Based Funding model: | 11 | | (A) First, the model calculates a unique Adequacy | 12 | | Target for each Organizational Unit in this State that | 13 | | considers the costs to implement research-based | 14 | | activities, the unit's student demographics, and | 15 | | regional wage differences. | 16 | | (B) Second, the model calculates each | 17 | | Organizational Unit's Local Capacity, or the amount | 18 | | each Organizational Unit is assumed to contribute | 19 | | toward its Adequacy Target from local resources. | 20 | | (C) Third, the model calculates how much funding | 21 | | the State currently contributes to the Organizational | 22 | | Unit and adds that to the unit's Local Capacity to | 23 | | determine the unit's overall current adequacy of | 24 | | funding. | 25 | | (D) Finally, the model's distribution method | 26 | | allocates new State funding to those Organizational |
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| 1 | | Units that are least well-funded, considering both | 2 | | Local Capacity and State funding, in relation to their | 3 | | Adequacy Target. | 4 | | (3) An Organizational Unit receiving any funding under | 5 | | this Section may apply those funds to any fund so received | 6 | | for which that Organizational Unit is authorized to make | 7 | | expenditures by law. | 8 | | (4) As used in this Section, the following terms shall | 9 | | have the meanings ascribed in this paragraph (4): | 10 | | "Adequacy Target" is defined in paragraph (1) of | 11 | | subsection (b) of this Section. | 12 | | "Adjusted EAV" is defined in paragraph (4) of | 13 | | subsection (d) of this Section. | 14 | | "Adjusted Local Capacity Target" is defined in | 15 | | paragraph (3) of subsection (c) of this Section. | 16 | | "Adjusted Operating Tax Rate" means a tax rate for all | 17 | | Organizational Units, for which the State Superintendent | 18 | | shall calculate and subtract for the Operating Tax Rate a | 19 | | transportation rate based on total expenses for | 20 | | transportation services under this Code, as reported on | 21 | | the most recent Annual Financial Report in Pupil | 22 | | Transportation Services, function 2550 in both the | 23 | | Education and Transportation funds and functions 4110 and | 24 | | 4120 in the Transportation fund, less any corresponding | 25 | | fiscal year State of Illinois scheduled payments excluding | 26 | | net adjustments for prior years for regular, vocational, |
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| 1 | | or special education transportation reimbursement pursuant | 2 | | to Section 29-5 or subsection (b) of Section 14-13.01 of | 3 | | this Code divided by the Adjusted EAV. If an | 4 | | Organizational Unit's corresponding fiscal year State of | 5 | | Illinois scheduled payments excluding net adjustments for | 6 | | prior years for regular, vocational, or special education | 7 | | transportation reimbursement pursuant to Section 29-5 or | 8 | | subsection (b) of Section 14-13.01 of this Code exceed the | 9 | | total transportation expenses, as defined in this | 10 | | paragraph, no transportation rate shall be subtracted from | 11 | | the Operating Tax Rate. | 12 | | "Allocation Rate" is defined in paragraph (3) of | 13 | | subsection (g) of this Section. | 14 | | "Alternative School" means a public school that is | 15 | | created and operated by a regional superintendent of | 16 | | schools and approved by the State Board. | 17 | | "Applicable Tax Rate" is defined in paragraph (1) of | 18 | | subsection (d) of this Section. | 19 | | "Assessment" means any of those benchmark, progress | 20 | | monitoring, formative, diagnostic, and other assessments, | 21 | | in addition to the State accountability assessment, that | 22 | | assist teachers' needs in understanding the skills and | 23 | | meeting the needs of the students they serve. | 24 | | "Assistant principal" means a school administrator | 25 | | duly endorsed to be employed as an assistant principal in | 26 | | this State. |
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| 1 | | "At-risk student" means a student who is at risk of | 2 | | not meeting the Illinois Learning Standards or not | 3 | | graduating from elementary or high school and who | 4 | | demonstrates a need for vocational support or social | 5 | | services beyond that provided by the regular school | 6 | | program. All students included in an Organizational Unit's | 7 | | Low-Income Count, as well as all English learner and | 8 | | disabled students attending the Organizational Unit, shall | 9 | | be considered at-risk students under this Section. | 10 | | "Average Student Enrollment" or "ASE" for fiscal year | 11 | | 2018 means, for an Organizational Unit, the greater of the | 12 | | average number of students (grades K through 12) reported | 13 | | to the State Board as enrolled in the Organizational Unit | 14 | | on October 1 in the immediately preceding school year, | 15 | | plus the pre-kindergarten students who receive special | 16 | | education services of 2 or more hours a day as reported to | 17 | | the State Board on December 1 in the immediately preceding | 18 | | school year, or the average number of students (grades K | 19 | | through 12) reported to the State Board as enrolled in the | 20 | | Organizational Unit on October 1, plus the | 21 | | pre-kindergarten students who receive special education | 22 | | services of 2 or more hours a day as reported to the State | 23 | | Board on December 1, for each of the immediately preceding | 24 | | 3 school years. For fiscal year 2019 and each subsequent | 25 | | fiscal year, "Average Student Enrollment" or "ASE" means, | 26 | | for an Organizational Unit, the greater of the average |
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| 1 | | number of students (grades K through 12) reported to the | 2 | | State Board as enrolled in the Organizational Unit on | 3 | | October 1 and March 1 in the immediately preceding school | 4 | | year, plus the pre-kindergarten students who receive | 5 | | special education services as reported to the State Board | 6 | | on October 1 and March 1 in the immediately preceding | 7 | | school year, or the average number of students (grades K | 8 | | through 12) reported to the State Board as enrolled in the | 9 | | Organizational Unit on October 1 and March 1, plus the | 10 | | pre-kindergarten students who receive special education | 11 | | services as reported to the State Board on October 1 and | 12 | | March 1, for each of the immediately preceding 3 school | 13 | | years. For the purposes of this definition, "enrolled in | 14 | | the Organizational Unit" means the number of students | 15 | | reported to the State Board who are enrolled in schools | 16 | | within the Organizational Unit that the student attends or | 17 | | would attend if not placed or transferred to another | 18 | | school or program to receive needed services. For the | 19 | | purposes of calculating "ASE", all students, grades K | 20 | | through 12, excluding those attending kindergarten for a | 21 | | half day and students attending an alternative education | 22 | | program operated by a regional office of education or | 23 | | intermediate service center, shall be counted as 1.0. All | 24 | | students attending kindergarten for a half day shall be | 25 | | counted as 0.5, unless in 2017 by June 15 or by March 1 in | 26 | | subsequent years, the school district reports to the State |
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| 1 | | Board of Education the intent to implement full-day | 2 | | kindergarten district-wide for all students, then all | 3 | | students attending kindergarten shall be counted as 1.0. | 4 | | Special education pre-kindergarten students shall be | 5 | | counted as 0.5 each. If the State Board does not collect or | 6 | | has not collected both an October 1 and March 1 enrollment | 7 | | count by grade or a December 1 collection of special | 8 | | education pre-kindergarten students as of August 31, 2017 | 9 | | (the effective date of Public Act 100-465), it shall | 10 | | establish such collection for all future years. For any | 11 | | year in which a count by grade level was collected only | 12 | | once, that count shall be used as the single count | 13 | | available for computing a 3-year average ASE. Funding for | 14 | | programs operated by a regional office of education or an | 15 | | intermediate service center must be calculated using the | 16 | | Evidence-Based Funding formula under this Section for the | 17 | | 2019-2020 school year and each subsequent school year | 18 | | until separate adequacy formulas are developed and adopted | 19 | | for each type of program. ASE for a program operated by a | 20 | | regional office of education or an intermediate service | 21 | | center must be determined by the March 1 enrollment for | 22 | | the program. For the 2019-2020 school year, the ASE used | 23 | | in the calculation must be the first-year ASE and, in that | 24 | | year only, the assignment of students served by a regional | 25 | | office of education or intermediate service center shall | 26 | | not result in a reduction of the March enrollment for any |
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| 1 | | school district. For the 2020-2021 school year, the ASE | 2 | | must be the greater of the current-year ASE or the 2-year | 3 | | average ASE. Beginning with the 2021-2022 school year, the | 4 | | ASE must be the greater of the current-year ASE or the | 5 | | 3-year average ASE. School districts shall submit the data | 6 | | for the ASE calculation to the State Board within 45 days | 7 | | of the dates required in this Section for submission of | 8 | | enrollment data in order for it to be included in the ASE | 9 | | calculation. For fiscal year 2018 only, the ASE | 10 | | calculation shall include only enrollment taken on October | 11 | | 1. In recognition of the impact of COVID-19, the | 12 | | definition of "Average Student Enrollment" or "ASE" shall | 13 | | be adjusted for calculations under this Section for fiscal | 14 | | years 2022 through 2024. For fiscal years 2022 through | 15 | | 2024, the enrollment used in the calculation of ASE | 16 | | representing the 2020-2021 school year shall be the | 17 | | greater of the enrollment for the 2020-2021 school year or | 18 | | the 2019-2020 school year. | 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 | 22 | | not educators. The CWI utilized for this Section shall, | 23 | | for the first 3 years of Evidence-Based Funding | 24 | | implementation, be the CWI initially developed by the | 25 | | National Center for Education Statistics, as most recently | 26 | | updated by Texas A & M University. In the fourth and |
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| 1 | | subsequent years of Evidence-Based Funding implementation, | 2 | | the State Superintendent shall re-determine the CWI using | 3 | | a similar 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 | | "Computer technology and equipment investment | 12 | | allocation" means the final Adequacy Target amount of an | 13 | | Organizational Unit assigned to Tier 1 or Tier 2 in the | 14 | | prior school year attributable to the additional $285.50 | 15 | | per student computer technology and equipment investment | 16 | | grant divided by the Organizational Unit's final Adequacy | 17 | | Target, the result of which shall be multiplied by the | 18 | | amount of new funding received pursuant to this Section. | 19 | | An Organizational Unit assigned to a Tier 1 or Tier 2 final | 20 | | Adequacy Target attributable to the received computer | 21 | | technology and equipment investment grant shall include | 22 | | all additional investments in computer technology and | 23 | | equipment adequacy elements. | 24 | | "Core subject" means mathematics; science; reading, | 25 | | English, writing, and language arts; history and social | 26 | | studies; world languages; and subjects taught as Advanced |
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| 1 | | Placement in high schools. | 2 | | "Core teacher" means a regular classroom teacher in | 3 | | elementary schools and teachers of a core subject in | 4 | | middle and high schools. | 5 | | "Core Intervention teacher (tutor)" means a licensed | 6 | | teacher providing one-on-one or small group tutoring to | 7 | | students struggling to meet proficiency in core subjects. | 8 | | "CPPRT" means corporate personal property replacement | 9 | | tax funds paid to an Organizational Unit during the | 10 | | calendar year one year before the calendar year in which a | 11 | | school year begins, pursuant to "An Act in relation to the | 12 | | abolition of ad valorem personal property tax and the | 13 | | replacement of revenues lost thereby, and amending and | 14 | | repealing certain Acts and parts of Acts in connection | 15 | | therewith", certified August 14, 1979, as amended (Public | 16 | | Act 81-1st S.S.-1). | 17 | | "EAV" means equalized assessed valuation as defined in | 18 | | paragraph (2) of subsection (d) of this Section and | 19 | | calculated in accordance with paragraph (3) of subsection | 20 | | (d) of this Section. | 21 | | "ECI" means the Bureau of Labor Statistics' national | 22 | | employment cost index for civilian workers in educational | 23 | | services in elementary and secondary schools on a | 24 | | cumulative basis for the 12-month calendar year preceding | 25 | | the fiscal year of the Evidence-Based Funding calculation. | 26 | | "EIS Data" means the employment information system |
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| 1 | | data maintained by the State Board on educators within | 2 | | Organizational Units. | 3 | | "Employee benefits" means health, dental, and vision | 4 | | insurance offered to employees of an Organizational Unit, | 5 | | the costs associated with the statutorily required payment | 6 | | of the normal cost of the Organizational Unit's teacher | 7 | | pensions, Social Security employer contributions, and | 8 | | Illinois Municipal Retirement Fund employer contributions. | 9 | | "English learner" or "EL" means a child included in | 10 | | the definition of "English learners" under Section 14C-2 | 11 | | of this Code participating in a program of transitional | 12 | | bilingual education or a transitional program of | 13 | | instruction meeting the requirements and program | 14 | | application procedures of Article 14C of this Code. For | 15 | | the purposes of collecting the number of EL students | 16 | | enrolled, the same collection and calculation methodology | 17 | | as defined above for "ASE" shall apply to English | 18 | | learners, with the exception that EL student enrollment | 19 | | shall include students in grades pre-kindergarten through | 20 | | 12. | 21 | | "Essential Elements" means those elements, resources, | 22 | | and educational programs that have been identified through | 23 | | academic research as necessary to improve student success, | 24 | | improve academic performance, close achievement gaps, and | 25 | | provide for other per student costs related to the | 26 | | delivery and leadership of the Organizational Unit, as |
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| 1 | | well as the maintenance and operations of the unit, and | 2 | | which are specified in paragraph (2) of subsection (b) of | 3 | | this Section. | 4 | | "Evidence-Based Funding" means State funding provided | 5 | | to an Organizational Unit pursuant to this Section. | 6 | | "Extended day" means academic and enrichment programs | 7 | | provided to students outside the regular school day before | 8 | | and after school or during non-instructional times during | 9 | | the school day. | 10 | | "Extension Limitation Ratio" means a numerical ratio | 11 | | in which the numerator is the Base Tax Year's Extension | 12 | | and the denominator is the Preceding Tax Year's Extension. | 13 | | "Final Percent of Adequacy" is defined in paragraph | 14 | | (4) of subsection (f) of this Section. | 15 | | "Final Resources" is defined in paragraph (3) of | 16 | | subsection (f) of this Section. | 17 | | "Full-time equivalent" or "FTE" means the full-time | 18 | | equivalency compensation for staffing the relevant | 19 | | position at an Organizational Unit. | 20 | | "Funding Gap" is defined in paragraph (1) of | 21 | | subsection (g). | 22 | | "Hybrid District" means a partial elementary unit | 23 | | district created pursuant to Article 11E of this Code. | 24 | | "Instructional assistant" means a core or special | 25 | | education, non-licensed employee who assists a teacher in | 26 | | the classroom and provides academic support to students. |
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| 1 | | "Instructional facilitator" means a qualified teacher | 2 | | or licensed teacher leader who facilitates and coaches | 3 | | continuous improvement in classroom instruction; provides | 4 | | instructional support to teachers in the elements of | 5 | | research-based instruction or demonstrates the alignment | 6 | | of instruction with curriculum standards and assessment | 7 | | tools; develops or coordinates instructional programs or | 8 | | strategies; develops and implements training; chooses | 9 | | standards-based instructional materials; provides | 10 | | teachers with an understanding of current research; serves | 11 | | as a mentor, site coach, curriculum specialist, or lead | 12 | | teacher; or otherwise works with fellow teachers, in | 13 | | collaboration, to use data to improve instructional | 14 | | practice or develop model lessons. | 15 | | "Instructional materials" means relevant | 16 | | instructional materials for student instruction, | 17 | | including, but not limited to, textbooks, consumable | 18 | | workbooks, laboratory equipment, library books, and other | 19 | | similar materials. | 20 | | "Laboratory School" means a public school that is | 21 | | created and operated by a public university and approved | 22 | | by the State Board. | 23 | | "Librarian" means a teacher with an endorsement as a | 24 | | library information specialist or another individual whose | 25 | | primary responsibility is overseeing library resources | 26 | | within an Organizational Unit. |
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| 1 | | "Limiting rate for Hybrid Districts" means the | 2 | | combined elementary school and high school limiting rates. | 3 | | "Local Capacity" is defined in paragraph (1) of | 4 | | subsection (c) of this Section. | 5 | | "Local Capacity Percentage" is defined in subparagraph | 6 | | (A) of paragraph (2) of subsection (c) of this Section. | 7 | | "Local Capacity Ratio" is defined in subparagraph (B) | 8 | | of paragraph (2) of subsection (c) of this Section. | 9 | | "Local Capacity Target" is defined in paragraph (2) of | 10 | | subsection (c) of this Section. | 11 | | "Low-Income Count" means, for an Organizational Unit | 12 | | in a fiscal year, the higher of the average number of | 13 | | students for the prior school year or the immediately | 14 | | preceding 3 school years who, as of July 1 of the | 15 | | immediately preceding fiscal year (as determined by the | 16 | | Department of Human Services), are eligible for at least | 17 | | one of the following low-income programs: Medicaid, the | 18 | | Children's Health Insurance Program, Temporary Assistance | 19 | | for Needy Families (TANF), or the Supplemental Nutrition | 20 | | Assistance Program, excluding pupils who are eligible for | 21 | | services provided by the Department of Children and Family | 22 | | Services. Until such time that grade level low-income | 23 | | populations become available, grade level low-income | 24 | | populations shall be determined by applying the low-income | 25 | | percentage to total student enrollments by grade level. | 26 | | The low-income percentage is determined by dividing the |
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| 1 | | Low-Income Count by the Average Student Enrollment. The | 2 | | low-income percentage for programs operated by a regional | 3 | | office of education or an intermediate service center must | 4 | | be set to the weighted average of the low-income | 5 | | percentages of all of the school districts in the service | 6 | | region. The weighted low-income percentage is the result | 7 | | of multiplying the low-income percentage of each school | 8 | | district served by the regional office of education or | 9 | | intermediate service center by each school district's | 10 | | Average Student Enrollment, summarizing those products and | 11 | | dividing the total by the total Average Student Enrollment | 12 | | for the service region. | 13 | | "Maintenance and operations" means custodial services, | 14 | | facility and ground maintenance, facility operations, | 15 | | facility security, routine facility repairs, and other | 16 | | similar services and functions. | 17 | | "Minimum Funding Level" is defined in paragraph (9) of | 18 | | subsection (g) of this Section. | 19 | | "New Property Tax Relief Pool Funds" means, for any | 20 | | given fiscal year, all State funds appropriated under | 21 | | Section 2-3.170 of this Code. | 22 | | "New State Funds" means, for a given school year, all | 23 | | State funds appropriated for Evidence-Based Funding in | 24 | | excess of the amount needed to fund the Base Funding | 25 | | Minimum for all Organizational Units in that school year. | 26 | | "Nurse" means an individual licensed as a certified |
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| 1 | | school nurse, in accordance with the rules established for | 2 | | nursing services by the State Board, who is an employee of | 3 | | and is available to provide health care-related services | 4 | | for students of an Organizational Unit. | 5 | | "Operating Tax Rate" means the rate utilized in the | 6 | | previous year to extend property taxes for all purposes, | 7 | | except Bond and Interest, Summer School, Rent, Capital | 8 | | Improvement, and Vocational Education Building purposes. | 9 | | For Hybrid Districts, the Operating Tax Rate shall be the | 10 | | combined elementary and high school rates utilized in the | 11 | | previous year to extend property taxes for all purposes, | 12 | | except Bond and Interest, Summer School, Rent, Capital | 13 | | Improvement, and Vocational Education Building purposes. | 14 | | "Organizational Unit" means a Laboratory School or any | 15 | | public school district that is recognized as such by the | 16 | | State Board and that contains elementary schools typically | 17 | | serving kindergarten through 5th grades, middle schools | 18 | | typically serving 6th through 8th grades, high schools | 19 | | typically serving 9th through 12th grades, a program | 20 | | established under Section 2-3.66 or 2-3.41, or a program | 21 | | operated by a regional office of education or an | 22 | | intermediate service center under Article 13A or 13B. The | 23 | | General Assembly acknowledges that the actual grade levels | 24 | | served by a particular Organizational Unit may vary | 25 | | slightly from what is typical. | 26 | | "Organizational Unit CWI" is determined by calculating |
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| 1 | | the CWI in the region and original county in which an | 2 | | Organizational Unit's primary administrative office is | 3 | | located as set forth in this paragraph, provided that if | 4 | | the Organizational Unit CWI as calculated in accordance | 5 | | with this paragraph is less than 0.9, the Organizational | 6 | | Unit CWI shall be increased to 0.9. Each county's current | 7 | | CWI value shall be adjusted based on the CWI value of that | 8 | | county's neighboring Illinois counties, to create a | 9 | | "weighted adjusted index value". This shall be calculated | 10 | | by summing the CWI values of all of a county's adjacent | 11 | | Illinois counties and dividing by the number of adjacent | 12 | | Illinois counties, then taking the weighted value of the | 13 | | original county's CWI value and the adjacent Illinois | 14 | | county average. To calculate this weighted value, if the | 15 | | number of adjacent Illinois counties is greater than 2, | 16 | | the original county's CWI value will be weighted at 0.25 | 17 | | and the adjacent Illinois county average will be weighted | 18 | | at 0.75. If the number of adjacent Illinois counties is 2, | 19 | | the original county's CWI value will be weighted at 0.33 | 20 | | and the adjacent Illinois county average will be weighted | 21 | | at 0.66. The greater of the county's current CWI value and | 22 | | its weighted adjusted index value shall be used as the | 23 | | Organizational Unit CWI. | 24 | | "Preceding Tax Year" means the property tax levy year | 25 | | immediately preceding the Base Tax Year. | 26 | | "Preceding Tax Year's Extension" means the product of |
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| 1 | | the equalized assessed valuation utilized by the county | 2 | | clerk in the Preceding Tax Year multiplied by the | 3 | | Operating Tax Rate. | 4 | | "Preliminary Percent of Adequacy" is defined in | 5 | | paragraph (2) of subsection (f) of this Section. | 6 | | "Preliminary Resources" is defined in paragraph (2) of | 7 | | subsection (f) of this Section. | 8 | | "Principal" means a school administrator duly endorsed | 9 | | to be employed as a principal in this State. | 10 | | "Professional development" means training programs for | 11 | | licensed staff in schools, including, but not limited to, | 12 | | programs that assist in implementing new curriculum | 13 | | programs, provide data focused or academic assessment data | 14 | | training to help staff identify a student's weaknesses and | 15 | | strengths, target interventions, improve instruction, | 16 | | encompass instructional strategies for English learner, | 17 | | gifted, or at-risk students, address inclusivity, cultural | 18 | | sensitivity, or implicit bias, or otherwise provide | 19 | | professional support for licensed staff. | 20 | | "Prototypical" means 450 special education | 21 | | pre-kindergarten and kindergarten through grade 5 students | 22 | | for an elementary school, 450 grade 6 through 8 students | 23 | | for a middle school, and 600 grade 9 through 12 students | 24 | | for a high school. | 25 | | "PTELL" means the Property Tax Extension Limitation | 26 | | Law. |
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| 1 | | "PTELL EAV" is defined in paragraph (4) of subsection | 2 | | (d) of this Section. | 3 | | "Pupil support staff" means a nurse, psychologist, | 4 | | social worker, family liaison personnel, or other staff | 5 | | member who provides support to at-risk or struggling | 6 | | students. | 7 | | "Real Receipts" is defined in paragraph (1) of | 8 | | subsection (d) of this Section. | 9 | | "Regionalization Factor" means, for a particular | 10 | | Organizational Unit, the figure derived by dividing the | 11 | | Organizational Unit CWI by the Statewide Weighted CWI. | 12 | | "School counselor" means a licensed school counselor | 13 | | who provides guidance and counseling support for students | 14 | | within an Organizational Unit. | 15 | | "School site staff" means the primary school secretary | 16 | | and any additional clerical personnel assigned to a | 17 | | school. | 18 | | "Special education" means special educational | 19 | | facilities and services, as defined in Section 14-1.08 of | 20 | | this Code. | 21 | | "Special Education Allocation" means the amount of an | 22 | | Organizational Unit's final Adequacy Target attributable | 23 | | to special education divided by the Organizational Unit's | 24 | | final Adequacy Target, the product of which shall be | 25 | | multiplied by the amount of new funding received pursuant | 26 | | to this Section. An Organizational Unit's final Adequacy |
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| 1 | | Target attributable to special education shall include all | 2 | | special education investment adequacy elements. | 3 | | "Specialist teacher" means a teacher who provides | 4 | | instruction in subject areas not included in core | 5 | | subjects, including, but not limited to, art, music, | 6 | | physical education, health, driver education, | 7 | | career-technical education, and such other subject areas | 8 | | as may be mandated by State law or provided by an | 9 | | Organizational Unit. | 10 | | "Specially Funded Unit" means an Alternative School, | 11 | | safe school, Department of Juvenile Justice school, | 12 | | special education cooperative or entity recognized by the | 13 | | State Board as a special education cooperative, | 14 | | State-approved charter school, or alternative learning | 15 | | opportunities program that received direct funding from | 16 | | the State Board during the 2016-2017 school year through | 17 | | any of the funding sources included within the calculation | 18 | | of the Base Funding Minimum or Glenwood Academy. | 19 | | "Supplemental Grant Funding" means supplemental | 20 | | general State aid funding received by an Organizational | 21 | | Unit during the 2016-2017 school year pursuant to | 22 | | subsection (H) of Section 18-8.05 of this Code (now | 23 | | repealed). | 24 | | "State Adequacy Level" is the sum of the Adequacy | 25 | | Targets of all Organizational Units. | 26 | | "State Board" means the State Board of Education. |
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| 1 | | "State Superintendent" means the State Superintendent | 2 | | of Education. | 3 | | "Statewide Weighted CWI" means a figure determined by | 4 | | multiplying each Organizational Unit CWI times the ASE for | 5 | | that Organizational Unit creating a weighted value, | 6 | | summing all Organizational Units' weighted values, and | 7 | | dividing by the total ASE of all Organizational Units, | 8 | | thereby creating an average weighted index. | 9 | | "Student activities" means non-credit producing | 10 | | after-school programs, including, but not limited to, | 11 | | clubs, bands, sports, and other activities authorized by | 12 | | the school board of the Organizational Unit. | 13 | | "Substitute teacher" means an individual teacher or | 14 | | teaching assistant who is employed by an Organizational | 15 | | Unit and is temporarily serving the Organizational Unit on | 16 | | a per diem or per period-assignment basis to replace | 17 | | another staff member. | 18 | | "Summer school" means academic and enrichment programs | 19 | | provided to students during the summer months outside of | 20 | | the regular school year. | 21 | | "Supervisory aide" means a non-licensed staff member | 22 | | who helps in supervising students of an Organizational | 23 | | Unit, but does so outside of the classroom, in situations | 24 | | such as, but not limited to, monitoring hallways and | 25 | | playgrounds, supervising lunchrooms, or supervising | 26 | | students when being transported in buses serving the |
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| 1 | | Organizational Unit. | 2 | | "Target Ratio" is defined in paragraph (4) of | 3 | | subsection (g). | 4 | | "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined | 5 | | in paragraph (3) of subsection (g). | 6 | | "Tier 1 Aggregate Funding", "Tier 2 Aggregate | 7 | | Funding", "Tier 3 Aggregate Funding", and "Tier 4 | 8 | | Aggregate Funding" are defined in paragraph (1) of | 9 | | subsection (g). | 10 | | (b) Adequacy Target calculation. | 11 | | (1) Each Organizational Unit's Adequacy Target is the | 12 | | sum of the Organizational Unit's cost of providing | 13 | | Essential Elements, as calculated in accordance with this | 14 | | subsection (b), with the salary amounts in the Essential | 15 | | Elements multiplied by a Regionalization Factor calculated | 16 | | pursuant to paragraph (3) of this subsection (b). | 17 | | (2) The Essential Elements are attributable on a pro | 18 | | rata basis related to defined subgroups of the ASE of each | 19 | | Organizational Unit as specified in this paragraph (2), | 20 | | with investments and FTE positions pro rata funded based | 21 | | on ASE counts in excess of or less than the thresholds set | 22 | | forth in this paragraph (2). The method for calculating | 23 | | attributable pro rata costs and the defined subgroups | 24 | | thereto are as follows: | 25 | | (A) Core class size investments. Each | 26 | | Organizational Unit shall receive the funding required |
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| 1 | | to support that number of FTE core teacher positions | 2 | | as is needed to keep the respective class sizes of the | 3 | | Organizational Unit to the following maximum numbers: | 4 | | (i) For grades kindergarten through 3, the | 5 | | Organizational Unit shall receive funding required | 6 | | to support one FTE core teacher position for every | 7 | | 15 Low-Income Count students in those grades and | 8 | | one FTE core teacher position for every 20 | 9 | | non-Low-Income Count students in those grades. | 10 | | (ii) For grades 4 through 12, the | 11 | | Organizational Unit shall receive funding required | 12 | | to support one FTE core teacher position for every | 13 | | 20 Low-Income Count students in those grades and | 14 | | one FTE core teacher position for every 25 | 15 | | non-Low-Income Count students in those grades. | 16 | | The number of non-Low-Income Count students in a | 17 | | grade shall be determined by subtracting the | 18 | | Low-Income students in that grade from the ASE of the | 19 | | Organizational Unit for that grade. | 20 | | (B) Specialist teacher investments. Each | 21 | | Organizational Unit shall receive the funding needed | 22 | | to cover that number of FTE specialist teacher | 23 | | positions that correspond to the following | 24 | | percentages: | 25 | | (i) if the Organizational Unit operates an | 26 | | elementary or middle school, then 20.00% of the |
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| 1 | | number of the Organizational Unit's core teachers, | 2 | | as determined under subparagraph (A) of this | 3 | | paragraph (2); and | 4 | | (ii) if such Organizational Unit operates a | 5 | | high school, then 33.33% of the number of the | 6 | | Organizational Unit's core teachers. | 7 | | (C) Instructional facilitator investments. Each | 8 | | Organizational Unit shall receive the funding needed | 9 | | to cover one FTE instructional facilitator position | 10 | | for every 200 combined ASE of pre-kindergarten | 11 | | children with disabilities and all kindergarten | 12 | | through grade 12 students of the Organizational Unit. | 13 | | (D) Core intervention teacher (tutor) investments. | 14 | | Each Organizational Unit shall receive the funding | 15 | | needed to cover one FTE teacher position for each | 16 | | prototypical elementary, middle, and high school. | 17 | | (E) Substitute teacher investments. Each | 18 | | Organizational Unit shall receive the funding needed | 19 | | to cover substitute teacher costs that is equal to | 20 | | 5.70% of the minimum pupil attendance days required | 21 | | under Section 10-19 of this Code for all full-time | 22 | | equivalent core, specialist, and intervention | 23 | | teachers, school nurses, special education teachers | 24 | | and instructional assistants, instructional | 25 | | facilitators, and summer school and extended day | 26 | | teacher positions, as determined under this paragraph |
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| 1 | | (2), at a salary rate of 33.33% of the average salary | 2 | | for grade K through 12 teachers and 33.33% of the | 3 | | average salary of each instructional assistant | 4 | | position. | 5 | | (F) Core school counselor investments. Each | 6 | | Organizational Unit shall receive the funding needed | 7 | | to cover one FTE school counselor for each 450 | 8 | | combined ASE of pre-kindergarten children with | 9 | | disabilities and all kindergarten through grade 5 | 10 | | students, plus one FTE school counselor for each 250 | 11 | | grades 6 through 8 ASE middle school students, plus | 12 | | one FTE school counselor for each 250 grades 9 through | 13 | | 12 ASE high school students. | 14 | | (G) Nurse investments. Each Organizational Unit | 15 | | shall receive the funding needed to cover one FTE | 16 | | nurse for each 750 combined ASE of pre-kindergarten | 17 | | children with disabilities and all kindergarten | 18 | | through grade 12 students across all grade levels it | 19 | | serves. | 20 | | (H) Supervisory aide investments. Each | 21 | | Organizational Unit shall receive the funding needed | 22 | | to cover one FTE for each 225 combined ASE of | 23 | | pre-kindergarten children with disabilities and all | 24 | | kindergarten through grade 5 students, plus one FTE | 25 | | for each 225 ASE middle school students, plus one FTE | 26 | | for each 200 ASE high school students. |
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| 1 | | (I) Librarian investments. Each Organizational | 2 | | Unit shall receive the funding needed to cover one FTE | 3 | | librarian for each prototypical elementary school, | 4 | | middle school, and high school and one FTE aide or | 5 | | media technician for every 300 combined ASE of | 6 | | pre-kindergarten children with disabilities and all | 7 | | kindergarten through grade 12 students. | 8 | | (J) Principal investments. Each Organizational | 9 | | Unit shall receive the funding needed to cover one FTE | 10 | | principal position for each prototypical elementary | 11 | | school, plus one FTE principal position for each | 12 | | prototypical middle school, plus one FTE principal | 13 | | position for each prototypical high school. | 14 | | (K) Assistant principal investments. Each | 15 | | Organizational Unit shall receive the funding needed | 16 | | to cover one FTE assistant principal position for each | 17 | | prototypical elementary school, plus one FTE assistant | 18 | | principal position for each prototypical middle | 19 | | school, plus one FTE assistant principal position for | 20 | | each prototypical high school. | 21 | | (L) School site staff investments. Each | 22 | | Organizational Unit shall receive the funding needed | 23 | | for one FTE position for each 225 ASE of | 24 | | pre-kindergarten children with disabilities and all | 25 | | kindergarten through grade 5 students, plus one FTE | 26 | | position for each 225 ASE middle school students, plus |
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| 1 | | one FTE position for each 200 ASE high school | 2 | | students. | 3 | | (M) Gifted investments. Each Organizational Unit | 4 | | shall receive $40 per kindergarten through grade 12 | 5 | | ASE. | 6 | | (N) Professional development investments. Each | 7 | | Organizational Unit shall receive $125 per student of | 8 | | the combined ASE of pre-kindergarten children with | 9 | | disabilities and all kindergarten through grade 12 | 10 | | students for trainers and other professional | 11 | | development-related expenses for supplies and | 12 | | materials. | 13 | | (O) Instructional material investments. Each | 14 | | Organizational Unit shall receive $190 per student of | 15 | | the combined ASE of pre-kindergarten children with | 16 | | disabilities and all kindergarten through grade 12 | 17 | | students to cover instructional material costs. | 18 | | (P) Assessment investments. Each Organizational | 19 | | Unit shall receive $25 per student of the combined ASE | 20 | | of pre-kindergarten children with disabilities and all | 21 | | kindergarten through grade 12 students to cover | 22 | | assessment costs. | 23 | | (Q) Computer technology and equipment investments. | 24 | | Each Organizational Unit shall receive $285.50 per | 25 | | student of the combined ASE of pre-kindergarten | 26 | | children with disabilities and all kindergarten |
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| 1 | | through grade 12 students to cover computer technology | 2 | | and equipment costs. For the 2018-2019 school year and | 3 | | subsequent school years, Organizational Units assigned | 4 | | to Tier 1 and Tier 2 in the prior school year shall | 5 | | receive an additional $285.50 per student of the | 6 | | combined ASE of pre-kindergarten children with | 7 | | disabilities and all kindergarten through grade 12 | 8 | | students to cover computer technology and equipment | 9 | | costs in the Organizational Unit's Adequacy Target. | 10 | | The State Board may establish additional requirements | 11 | | for Organizational Unit expenditures of funds received | 12 | | pursuant to this subparagraph (Q), including a | 13 | | requirement that funds received pursuant to this | 14 | | subparagraph (Q) may be used only for serving the | 15 | | technology needs of the district. It is the intent of | 16 | | Public Act 100-465 that all Tier 1 and Tier 2 districts | 17 | | receive the addition to their Adequacy Target in the | 18 | | following year, subject to compliance with the | 19 | | requirements of the State Board. | 20 | | (R) Student activities investments. Each | 21 | | Organizational Unit shall receive the following | 22 | | funding amounts to cover student activities: $100 per | 23 | | kindergarten through grade 5 ASE student in elementary | 24 | | school, plus $200 per ASE student in middle school, | 25 | | plus $675 per ASE student in high school. | 26 | | (S) Maintenance and operations investments. Each |
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| 1 | | Organizational Unit shall receive $1,038 per student | 2 | | of the combined ASE of pre-kindergarten children with | 3 | | disabilities and all kindergarten through grade 12 | 4 | | students for day-to-day maintenance and operations | 5 | | expenditures, including salary, supplies, and | 6 | | materials, as well as purchased services, but | 7 | | excluding employee benefits. The proportion of salary | 8 | | for the application of a Regionalization Factor and | 9 | | the calculation of benefits is equal to $352.92. | 10 | | (T) Central office investments. Each | 11 | | Organizational Unit shall receive $742 per student of | 12 | | the combined ASE of pre-kindergarten children with | 13 | | disabilities and all kindergarten through grade 12 | 14 | | students to cover central office operations, including | 15 | | administrators and classified personnel charged with | 16 | | managing the instructional programs, business and | 17 | | operations of the school district, and security | 18 | | personnel. The proportion of salary for the | 19 | | application of a Regionalization Factor and the | 20 | | calculation of benefits is equal to $368.48. | 21 | | (U) Employee benefit investments. Each | 22 | | Organizational Unit shall receive 30% of the total of | 23 | | all salary-calculated elements of the Adequacy Target, | 24 | | excluding substitute teachers and student activities | 25 | | investments, to cover benefit costs. For central | 26 | | office and maintenance and operations investments, the |
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| 1 | | benefit calculation shall be based upon the salary | 2 | | proportion of each investment. If at any time the | 3 | | responsibility for funding the employer normal cost of | 4 | | teacher pensions is assigned to school districts, then | 5 | | that amount certified by the Teachers' Retirement | 6 | | System of the State of Illinois to be paid by the | 7 | | Organizational Unit for the preceding school year | 8 | | shall be added to the benefit investment. For any | 9 | | fiscal year in which a school district organized under | 10 | | Article 34 of this Code is responsible for paying the | 11 | | employer normal cost of teacher pensions, then that | 12 | | amount of its employer normal cost plus the amount for | 13 | | retiree health insurance as certified by the Public | 14 | | School Teachers' Pension and Retirement Fund of | 15 | | Chicago to be paid by the school district for the | 16 | | preceding school year that is statutorily required to | 17 | | cover employer normal costs and the amount for retiree | 18 | | health insurance shall be added to the 30% specified | 19 | | in this subparagraph (U). The Teachers' Retirement | 20 | | System of the State of Illinois and the Public School | 21 | | Teachers' Pension and Retirement Fund of Chicago shall | 22 | | submit such information as the State Superintendent | 23 | | may require for the calculations set forth in this | 24 | | subparagraph (U). | 25 | | (V) Additional investments in low-income students. | 26 | | In addition to and not in lieu of all other funding |
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| 1 | | under this paragraph (2), each Organizational Unit | 2 | | shall receive funding based on the average teacher | 3 | | salary for grades K through 12 to cover the costs of: | 4 | | (i) one FTE intervention teacher (tutor) | 5 | | position for every 125 Low-Income Count students; | 6 | | (ii) one FTE pupil support staff position for | 7 | | every 125 Low-Income Count students; | 8 | | (iii) one FTE extended day teacher position | 9 | | for every 120 Low-Income Count students; and | 10 | | (iv) one FTE summer school teacher position | 11 | | for every 120 Low-Income Count students. | 12 | | (W) Additional investments in English learner | 13 | | students. In addition to and not in lieu of all other | 14 | | funding under this paragraph (2), each Organizational | 15 | | Unit shall receive funding based on the average | 16 | | teacher salary for grades K through 12 to cover the | 17 | | costs of: | 18 | | (i) one FTE intervention teacher (tutor) | 19 | | position for every 125 English learner students; | 20 | | (ii) one FTE pupil support staff position for | 21 | | every 125 English learner students; | 22 | | (iii) one FTE extended day teacher position | 23 | | for every 120 English learner students; | 24 | | (iv) one FTE summer school teacher position | 25 | | for every 120 English learner students; and | 26 | | (v) one FTE core teacher position for every |
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| 1 | | 100 English learner students. | 2 | | (X) Special education investments. Each | 3 | | Organizational Unit shall receive funding based on the | 4 | | average teacher salary for grades K through 12 to | 5 | | cover special education as follows: | 6 | | (i) one FTE teacher position for every 141 | 7 | | combined ASE of pre-kindergarten children with | 8 | | disabilities and all kindergarten through grade 12 | 9 | | students; | 10 | | (ii) one FTE instructional assistant for every | 11 | | 141 combined ASE of pre-kindergarten children with | 12 | | disabilities and all kindergarten through grade 12 | 13 | | students; and | 14 | | (iii) one FTE psychologist position for every | 15 | | 1,000 combined ASE of pre-kindergarten children | 16 | | with disabilities and all kindergarten through | 17 | | grade 12 students. | 18 | | (3) For calculating the salaries included within the | 19 | | Essential Elements, the State Superintendent shall | 20 | | annually calculate average salaries to the nearest dollar | 21 | | using the employment information system data maintained by | 22 | | the State Board, limited to public schools only and | 23 | | excluding special education and vocational cooperatives, | 24 | | schools operated by the Department of Juvenile Justice, | 25 | | and charter schools, for the following positions: | 26 | | (A) Teacher for grades K through 8. |
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| 1 | | (B) Teacher for grades 9 through 12. | 2 | | (C) Teacher for grades K through 12. | 3 | | (D) School counselor for grades K through 8. | 4 | | (E) School counselor for grades 9 through 12. | 5 | | (F) School counselor for grades K through 12. | 6 | | (G) Social worker. | 7 | | (H) Psychologist. | 8 | | (I) Librarian. | 9 | | (J) Nurse. | 10 | | (K) Principal. | 11 | | (L) Assistant principal. | 12 | | For the purposes of this paragraph (3), "teacher" | 13 | | includes core teachers, specialist and elective teachers, | 14 | | instructional facilitators, tutors, special education | 15 | | teachers, pupil support staff teachers, English learner | 16 | | teachers, extended day teachers, and summer school | 17 | | teachers. Where specific grade data is not required for | 18 | | the Essential Elements, the average salary for | 19 | | corresponding positions shall apply. For substitute | 20 | | teachers, the average teacher salary for grades K through | 21 | | 12 shall apply. | 22 | | For calculating the salaries included within the | 23 | | Essential Elements for positions not included within EIS | 24 | | Data, the following salaries shall be used in the first | 25 | | year of implementation of Evidence-Based Funding: | 26 | | (i) school site staff, $30,000; and |
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| 1 | | (ii) non-instructional assistant, instructional | 2 | | assistant, library aide, library media tech, or | 3 | | supervisory aide: $25,000. | 4 | | In the second and subsequent years of implementation | 5 | | of Evidence-Based Funding, the amounts in items (i) and | 6 | | (ii) of this paragraph (3) shall annually increase by the | 7 | | ECI. | 8 | | The salary amounts for the Essential Elements | 9 | | determined pursuant to subparagraphs (A) through (L), (S) | 10 | | and (T), and (V) through (X) of paragraph (2) of | 11 | | subsection (b) of this Section shall be multiplied by a | 12 | | Regionalization Factor. | 13 | | (c) Local Capacity calculation. | 14 | | (1) Each Organizational Unit's Local Capacity | 15 | | represents an amount of funding it is assumed to | 16 | | contribute toward its Adequacy Target for purposes of the | 17 | | Evidence-Based Funding formula calculation. "Local | 18 | | Capacity" means either (i) the Organizational Unit's Local | 19 | | Capacity Target as calculated in accordance with paragraph | 20 | | (2) of this subsection (c) if its Real Receipts are equal | 21 | | to or less than its Local Capacity Target or (ii) the | 22 | | Organizational Unit's Adjusted Local Capacity, as | 23 | | calculated in accordance with paragraph (3) of this | 24 | | subsection (c) if Real Receipts are more than its Local | 25 | | Capacity Target. | 26 | | (2) "Local Capacity Target" means, for an |
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| 1 | | Organizational Unit, that dollar amount that is obtained | 2 | | by multiplying its Adequacy Target by its Local Capacity | 3 | | Ratio. | 4 | | (A) An Organizational Unit's Local Capacity | 5 | | Percentage is the conversion of the Organizational | 6 | | Unit's Local Capacity Ratio, as such ratio is | 7 | | determined in accordance with subparagraph (B) of this | 8 | | paragraph (2), into a cumulative distribution | 9 | | resulting in a percentile ranking to determine each | 10 | | Organizational Unit's relative position to all other | 11 | | Organizational Units in this State. The calculation of | 12 | | Local Capacity Percentage is described in subparagraph | 13 | | (C) of this paragraph (2). | 14 | | (B) An Organizational Unit's Local Capacity Ratio | 15 | | in a given year is the percentage obtained by dividing | 16 | | its Adjusted EAV or PTELL EAV, whichever is less, by | 17 | | its Adequacy Target, with the resulting ratio further | 18 | | adjusted as follows: | 19 | | (i) for Organizational Units serving grades | 20 | | kindergarten through 12 and Hybrid Districts, no | 21 | | further adjustments shall be made; | 22 | | (ii) for Organizational Units serving grades | 23 | | kindergarten through 8, the ratio shall be | 24 | | multiplied by 9/13; | 25 | | (iii) for Organizational Units serving grades | 26 | | 9 through 12, the Local Capacity Ratio shall be |
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| 1 | | multiplied by 4/13; and | 2 | | (iv) for an Organizational Unit with a | 3 | | different grade configuration than those specified | 4 | | in items (i) through (iii) of this subparagraph | 5 | | (B), the State Superintendent shall determine a | 6 | | comparable adjustment based on the grades served. | 7 | | (C) The Local Capacity Percentage is equal to the | 8 | | percentile ranking of the district. Local Capacity | 9 | | Percentage converts each Organizational Unit's Local | 10 | | Capacity Ratio to a cumulative distribution resulting | 11 | | in a percentile ranking to determine each | 12 | | Organizational Unit's relative position to all other | 13 | | Organizational Units in this State. The Local Capacity | 14 | | Percentage cumulative distribution resulting in a | 15 | | percentile ranking for each Organizational Unit shall | 16 | | be calculated using the standard normal distribution | 17 | | of the score in relation to the weighted mean and | 18 | | weighted standard deviation and Local Capacity Ratios | 19 | | of all Organizational Units. If the value assigned to | 20 | | any Organizational Unit is in excess of 90%, the value | 21 | | shall be adjusted to 90%. For Laboratory Schools, the | 22 | | Local Capacity Percentage shall be set at 10% in
| 23 | | recognition of the absence of EAV and resources from | 24 | | the public university that are allocated to
the | 25 | | Laboratory School. For programs operated by a regional | 26 | | office of education or an intermediate service center, |
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| 1 | | the Local Capacity Percentage must be set at 10% in | 2 | | recognition of the absence of EAV and resources from | 3 | | school districts that are allocated to the regional | 4 | | office of education or intermediate service center. | 5 | | The weighted mean for the Local Capacity Percentage | 6 | | shall be determined by multiplying each Organizational | 7 | | Unit's Local Capacity Ratio times the ASE for the unit | 8 | | creating a weighted value, summing the weighted values | 9 | | of all Organizational Units, and dividing by the total | 10 | | ASE of all Organizational Units. The weighted standard | 11 | | deviation shall be determined by taking the square | 12 | | root of the weighted variance of all Organizational | 13 | | Units' Local Capacity Ratio, where the variance is | 14 | | calculated by squaring the difference between each | 15 | | unit's Local Capacity Ratio and the weighted mean, | 16 | | then multiplying the variance for each unit times the | 17 | | ASE for the unit to create a weighted variance for each | 18 | | unit, then summing all units' weighted variance and | 19 | | dividing by the total ASE of all units. | 20 | | (D) For any Organizational Unit, the | 21 | | Organizational Unit's Adjusted Local Capacity Target | 22 | | shall be reduced by either (i) the school board's | 23 | | remaining contribution pursuant to paragraph (ii) of | 24 | | subsection (b-4) of Section 16-158 of the Illinois | 25 | | Pension Code in a given year or (ii) the board of | 26 | | education's remaining contribution pursuant to |
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| 1 | | paragraph (iv) of subsection (b) of Section 17-129 of | 2 | | the Illinois Pension Code absent the employer normal | 3 | | cost portion of the required contribution and amount | 4 | | allowed pursuant to subdivision (3) of Section | 5 | | 17-142.1 of the Illinois Pension Code in a given year. | 6 | | In the preceding sentence, item (i) shall be certified | 7 | | to the State Board of Education by the Teachers' | 8 | | Retirement System of the State of Illinois and item | 9 | | (ii) shall be certified to the State Board of | 10 | | Education by the Public School Teachers' Pension and | 11 | | Retirement Fund of the City of Chicago. | 12 | | (3) If an Organizational Unit's Real Receipts are more | 13 | | than its Local Capacity Target, then its Local Capacity | 14 | | shall equal an Adjusted Local Capacity Target as | 15 | | calculated in accordance with this paragraph (3). The | 16 | | Adjusted Local Capacity Target is calculated as the sum of | 17 | | the Organizational Unit's Local Capacity Target and its | 18 | | Real Receipts Adjustment. The Real Receipts Adjustment | 19 | | equals the Organizational Unit's Real Receipts less its | 20 | | Local Capacity Target, with the resulting figure | 21 | | multiplied by the Local Capacity Percentage. | 22 | | As used in this paragraph (3), "Real Percent of | 23 | | Adequacy" means the sum of an Organizational Unit's Real | 24 | | Receipts, CPPRT, and Base Funding Minimum, with the | 25 | | resulting figure divided by the Organizational Unit's | 26 | | Adequacy Target. |
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| 1 | | (d) Calculation of Real Receipts, EAV, and Adjusted EAV | 2 | | for purposes of the Local Capacity calculation. | 3 | | (1) An Organizational Unit's Real Receipts are the | 4 | | product of its Applicable Tax Rate and its Adjusted EAV. | 5 | | An Organizational Unit's Applicable Tax Rate is its | 6 | | Adjusted Operating Tax Rate for property within the | 7 | | Organizational Unit. | 8 | | (2) The State Superintendent shall calculate the | 9 | | equalized assessed valuation, or EAV, of all taxable | 10 | | property of each Organizational Unit as of September 30 of | 11 | | the previous year in accordance with paragraph (3) of this | 12 | | subsection (d). The State Superintendent shall then | 13 | | determine the Adjusted EAV of each Organizational Unit in | 14 | | accordance with paragraph (4) of this subsection (d), | 15 | | which Adjusted EAV figure shall be used for the purposes | 16 | | of calculating Local Capacity. | 17 | | (3) To calculate Real Receipts and EAV, the Department | 18 | | of Revenue shall supply to the State Superintendent the | 19 | | value as equalized or assessed by the Department of | 20 | | Revenue of all taxable property of every Organizational | 21 | | Unit, together with (i) the applicable tax rate used in | 22 | | extending taxes for the funds of the Organizational Unit | 23 | | as of September 30 of the previous year and (ii) the | 24 | | limiting rate for all Organizational Units subject to | 25 | | property tax extension limitations as imposed under PTELL. | 26 | | (A) The Department of Revenue shall add to the |
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| 1 | | equalized assessed value of all taxable property of | 2 | | each Organizational Unit situated entirely or | 3 | | partially within a county that is or was subject to the | 4 | | provisions of Section 15-176 or 15-177 of the Property | 5 | | Tax Code (i) an amount equal to the total amount by | 6 | | which the homestead exemption allowed under Section | 7 | | 15-176 or 15-177 of the Property Tax Code for real | 8 | | property situated in that Organizational Unit exceeds | 9 | | the total amount that would have been allowed in that | 10 | | Organizational Unit if the maximum reduction under | 11 | | Section 15-176 was (I) $4,500 in Cook County or $3,500 | 12 | | in all other counties in tax year 2003 or (II) $5,000 | 13 | | in all counties in tax year 2004 and thereafter and | 14 | | (ii) an amount equal to the aggregate amount for the | 15 | | taxable year of all additional exemptions under | 16 | | Section 15-175 of the Property Tax Code for owners | 17 | | with a household income of $30,000 or less. The county | 18 | | clerk of any county that is or was subject to the | 19 | | provisions of Section 15-176 or 15-177 of the Property | 20 | | Tax Code shall annually calculate and certify to the | 21 | | Department of Revenue for each Organizational Unit all | 22 | | homestead exemption amounts under Section 15-176 or | 23 | | 15-177 of the Property Tax Code and all amounts of | 24 | | additional exemptions under Section 15-175 of the | 25 | | Property Tax Code for owners with a household income | 26 | | of $30,000 or less. It is the intent of this |
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| 1 | | subparagraph (A) that if the general homestead | 2 | | exemption for a parcel of property is determined under | 3 | | Section 15-176 or 15-177 of the Property Tax Code | 4 | | rather than Section 15-175, then the calculation of | 5 | | EAV shall not be affected by the difference, if any, | 6 | | between the amount of the general homestead exemption | 7 | | allowed for that parcel of property under Section | 8 | | 15-176 or 15-177 of the Property Tax Code and the | 9 | | amount that would have been allowed had the general | 10 | | homestead exemption for that parcel of property been | 11 | | determined under Section 15-175 of the Property Tax | 12 | | Code. It is further the intent of this subparagraph | 13 | | (A) that if additional exemptions are allowed under | 14 | | Section 15-175 of the Property Tax Code for owners | 15 | | with a household income of less than $30,000, then the | 16 | | calculation of EAV shall not be affected by the | 17 | | difference, if any, because of those additional | 18 | | exemptions. | 19 | | (B) With respect to any part of an Organizational | 20 | | Unit within a redevelopment project area in respect to | 21 | | which a municipality has adopted tax increment | 22 | | allocation financing pursuant to the Tax Increment | 23 | | Allocation Redevelopment Act, Division 74.4 of Article | 24 | | 11 of the Illinois Municipal Code, or the Industrial | 25 | | Jobs Recovery Law, Division 74.6 of Article 11 of the | 26 | | Illinois Municipal Code, no part of the current EAV of |
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| 1 | | real property located in any such project area that is | 2 | | attributable to an increase above the total initial | 3 | | EAV of such property shall be used as part of the EAV | 4 | | of the Organizational Unit, until such time as all | 5 | | redevelopment project costs have been paid, as | 6 | | provided in Section 11-74.4-8 of the Tax Increment | 7 | | Allocation Redevelopment Act or in Section 11-74.6-35 | 8 | | of the Industrial Jobs Recovery Law. For the purpose | 9 | | of the EAV of the Organizational Unit, the total | 10 | | initial EAV or the current EAV, whichever is lower, | 11 | | shall be used until such time as all redevelopment | 12 | | project costs have been paid. | 13 | | (B-5) The real property equalized assessed | 14 | | valuation for a school district shall be adjusted by | 15 | | subtracting from the real property value, as equalized | 16 | | or assessed by the Department of Revenue, for the | 17 | | district an amount computed by dividing the amount of | 18 | | any abatement of taxes under Section 18-170 of the | 19 | | Property Tax Code by 3.00% for a district maintaining | 20 | | grades kindergarten through 12, by 2.30% for a | 21 | | district maintaining grades kindergarten through 8, or | 22 | | by 1.05% for a district maintaining grades 9 through | 23 | | 12 and adjusted by an amount computed by dividing the | 24 | | amount of any abatement of taxes under subsection (a) | 25 | | of Section 18-165 of the Property Tax Code by the same | 26 | | percentage rates for district type as specified in |
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| 1 | | this subparagraph (B-5). | 2 | | (C) For Organizational Units that are Hybrid | 3 | | Districts, the State Superintendent shall use the | 4 | | lesser of the adjusted equalized assessed valuation | 5 | | for property within the partial elementary unit | 6 | | district for elementary purposes, as defined in | 7 | | Article 11E of this Code, or the adjusted equalized | 8 | | assessed valuation for property within the partial | 9 | | elementary unit district for high school purposes, as | 10 | | defined in Article 11E of this Code. | 11 | | (D) If a school district's boundaries span | 12 | | multiple counties, then the Department of Revenue | 13 | | shall send to the State Board, for the purposes of | 14 | | calculating Evidence-Based Funding, the limiting rate | 15 | | and individual rates by purpose for the county that | 16 | | contains the majority of the school district's | 17 | | equalized assessed valuation. | 18 | | (4) An Organizational Unit's Adjusted EAV shall be the | 19 | | average of its EAV over the immediately preceding 3 years | 20 | | or the lesser of its EAV in the immediately preceding year | 21 | | or the average of its EAV over the immediately preceding 3 | 22 | | years if the EAV in the immediately preceding year has | 23 | | declined by 10% or more when comparing the 2 most recent | 24 | | years. In the event of Organizational Unit reorganization, | 25 | | consolidation, or annexation, the Organizational Unit's | 26 | | Adjusted EAV for the first 3 years after such change shall |
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| 1 | | be as follows: the most current EAV shall be used in the | 2 | | first year, the average of a 2-year EAV or its EAV in the | 3 | | immediately preceding year if the EAV declines by 10% or | 4 | | more when comparing the 2 most recent years for the second | 5 | | year, and the lesser of a 3-year average EAV or its EAV in | 6 | | the immediately preceding year if the Adjusted EAV | 7 | | declines by 10% or more when comparing the 2 most recent | 8 | | years for the third year. For any school district whose | 9 | | EAV in the immediately preceding year is used in | 10 | | calculations, in the following year, the Adjusted EAV | 11 | | shall be the average of its EAV over the immediately | 12 | | preceding 2 years or the immediately preceding year if | 13 | | that year represents a decline of 10% or more when | 14 | | comparing the 2 most recent years. | 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 (now repealed) or Evidence-Based Funding | 24 | | under this Section and the Organizational Unit's Extension | 25 | | Limitation Ratio. If an Organizational Unit has approved | 26 | | or does approve an increase in its limiting rate, pursuant |
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| 1 | | to Section 18-190 of the Property Tax Code, affecting the | 2 | | Base Tax Year, the PTELL EAV shall be equal to the product | 3 | | of the equalized assessed valuation last used in the | 4 | | calculation of general State aid under Section 18-8.05 of | 5 | | this Code (now repealed) or Evidence-Based Funding under | 6 | | this Section multiplied by an amount equal to one plus the | 7 | | percentage increase, if any, in the Consumer Price Index | 8 | | for All Urban Consumers for all items published by the | 9 | | United States Department of Labor for the 12-month | 10 | | calendar year preceding the Base Tax Year, plus the | 11 | | equalized assessed valuation of new property, annexed | 12 | | property, and recovered tax increment value and minus the | 13 | | equalized assessed valuation of disconnected property. | 14 | | As used in this paragraph (4), "new property" and | 15 | | "recovered tax increment value" shall have the meanings | 16 | | set 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 or a Specially Funded | 20 | | Unit shall be the amount of State funds distributed to the | 21 | | Organizational Unit or Specially Funded Unit during the | 22 | | 2016-2017 school year prior to any adjustments and | 23 | | specified appropriation amounts described in this | 24 | | paragraph (1) from the following Sections, as calculated | 25 | | by the State Superintendent: Section 18-8.05 of this Code | 26 | | (now repealed); Section 5 of Article 224 of Public Act |
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| 1 | | 99-524 (equity grants); Section 14-7.02b of this Code | 2 | | (funding for children requiring special education | 3 | | services); Section 14-13.01 of this Code (special | 4 | | education facilities and staffing), except for | 5 | | reimbursement of the cost of transportation pursuant to | 6 | | Section 14-13.01; Section 14C-12 of this Code (English | 7 | | learners); and Section 18-4.3 of this Code (summer | 8 | | school), based on an appropriation level of $13,121,600. | 9 | | For a school district organized under Article 34 of this | 10 | | Code, the Base Funding Minimum also includes (i) the funds | 11 | | allocated to the school district pursuant to Section 1D-1 | 12 | | of this Code attributable to funding programs authorized | 13 | | by the Sections of this Code listed in the preceding | 14 | | sentence and (ii) the difference between (I) the funds | 15 | | allocated to the school district pursuant to Section 1D-1 | 16 | | of this Code attributable to the funding programs | 17 | | authorized by Section 14-7.02 (non-public special | 18 | | education reimbursement), subsection (b) of Section | 19 | | 14-13.01 (special education transportation), Section 29-5 | 20 | | (transportation), Section 2-3.80 (agricultural | 21 | | education), Section 2-3.66 (truants' alternative | 22 | | education), Section 2-3.62 (educational service centers), | 23 | | and Section 14-7.03 (special education - orphanage) of | 24 | | this Code and Section 15 of the Childhood Hunger Relief | 25 | | Act (free breakfast program) and (II) the school | 26 | | district's actual expenditures for its non-public special |
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| 1 | | education, special education transportation, | 2 | | transportation programs, agricultural education, truants' | 3 | | alternative education, services that would otherwise be | 4 | | performed by a regional office of education, special | 5 | | education orphanage expenditures, and free breakfast, as | 6 | | most recently calculated and reported pursuant to | 7 | | subsection (f) of Section 1D-1 of this Code. The Base | 8 | | Funding Minimum for Glenwood Academy shall be $625,500. | 9 | | For programs operated by a regional office of education or | 10 | | an intermediate service center, the Base Funding Minimum | 11 | | must be the total amount of State funds allocated to those | 12 | | programs in the 2018-2019 school year and amounts provided | 13 | | pursuant to Article 34 of Public Act 100-586 and Section | 14 | | 3-16 of this Code. All programs established after June 5, | 15 | | 2019 (the effective date of Public Act 101-10) and | 16 | | administered by a regional office of education or an | 17 | | intermediate service center must have an initial Base | 18 | | Funding Minimum set to an amount equal to the first-year | 19 | | ASE multiplied by the amount of per pupil funding received | 20 | | in the previous school year by the lowest funded similar | 21 | | existing program type. If the enrollment for a program | 22 | | operated by a regional office of education or an | 23 | | intermediate service center is zero, then it may not | 24 | | receive Base Funding Minimum funds for that program in the | 25 | | next fiscal year, and those funds must be distributed to | 26 | | Organizational Units under subsection (g). |
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| 1 | | (2) For the 2018-2019 and subsequent school years, the | 2 | | Base Funding Minimum of Organizational Units and Specially | 3 | | Funded Units shall be the sum of (i) the amount of | 4 | | Evidence-Based Funding for the prior school year, (ii) the | 5 | | Base Funding Minimum for the prior school year, and (iii) | 6 | | any amount received by a school district pursuant to | 7 | | Section 7 of Article 97 of Public Act 100-21. | 8 | | For the 2022-2023 school year, the Base Funding | 9 | | Minimum of Organizational Units shall be the amounts | 10 | | recalculated by the State Board of Education for Fiscal | 11 | | Year 2019 through Fiscal Year 2022 that were necessary due | 12 | | to average student enrollment errors for districts | 13 | | organized under Article 34 of this Code, plus the Fiscal | 14 | | Year 2022 property tax relief grants provided under | 15 | | Section 2-3.170 of this Code, ensuring each Organizational | 16 | | Unit has the correct amount of resources for Fiscal Year | 17 | | 2023 Evidence-Based Funding calculations and that Fiscal | 18 | | Year 2023 Evidence-Based Funding Distributions are made in | 19 | | accordance with this Section. | 20 | | (3) Subject to approval by the General Assembly as | 21 | | provided in this paragraph (3), an Organizational Unit | 22 | | that meets all of the following criteria, as determined by | 23 | | the State Board, shall have District Intervention Money | 24 | | added to its Base Funding Minimum at the time the Base | 25 | | Funding Minimum is calculated by the State Board: | 26 | | (A) The Organizational Unit is operating under an |
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| 1 | | Independent Authority under Section 2-3.25f-5 of this | 2 | | Code for a minimum of 4 school years or is subject to | 3 | | the control of the State Board pursuant to a court | 4 | | order for a minimum of 4 school years. | 5 | | (B) The Organizational Unit was designated as a | 6 | | Tier 1 or Tier 2 Organizational Unit in the previous | 7 | | school year under paragraph (3) of subsection (g) of | 8 | | this Section. | 9 | | (C) The Organizational Unit demonstrates | 10 | | sustainability through a 5-year financial and | 11 | | strategic plan. | 12 | | (D) The Organizational Unit has made sufficient | 13 | | progress and achieved sufficient stability in the | 14 | | areas of governance, academic growth, and finances. | 15 | | As part of its determination under this paragraph (3), | 16 | | the State Board may consider the Organizational Unit's | 17 | | summative designation, any accreditations of the | 18 | | Organizational Unit, or the Organizational Unit's | 19 | | financial profile, as calculated by the State Board. | 20 | | If the State Board determines that an Organizational | 21 | | Unit has met the criteria set forth in this paragraph (3), | 22 | | it must submit a report to the General Assembly, no later | 23 | | than January 2 of the fiscal year in which the State Board | 24 | | makes it determination, on the amount of District | 25 | | Intervention Money to add to the Organizational Unit's | 26 | | Base Funding Minimum. The General Assembly must review the |
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| 1 | | State Board's report and may approve or disapprove, by | 2 | | joint resolution, the addition of District Intervention | 3 | | Money. If the General Assembly fails to act on the report | 4 | | within 40 calendar days from the receipt of the report, | 5 | | the addition of District Intervention Money is deemed | 6 | | approved. If the General Assembly approves the amount of | 7 | | District Intervention Money to be added to the | 8 | | Organizational Unit's Base Funding Minimum, the District | 9 | | Intervention Money must be added to the Base Funding | 10 | | Minimum annually thereafter. | 11 | | For the first 4 years following the initial year that | 12 | | the State Board determines that an Organizational Unit has | 13 | | met the criteria set forth in this paragraph (3) and has | 14 | | received funding under this Section, the Organizational | 15 | | Unit must annually submit to the State Board, on or before | 16 | | November 30, a progress report regarding its financial and | 17 | | strategic plan under subparagraph (C) of this paragraph | 18 | | (3). The plan shall include the financial data from the | 19 | | past 4 annual financial reports or financial audits that | 20 | | must be presented to the State Board by November 15 of each | 21 | | year and the approved budget financial data for the | 22 | | current year. The plan shall be developed according to the | 23 | | guidelines presented to the Organizational Unit by the | 24 | | State Board. The plan shall further include financial | 25 | | projections for the next 3 fiscal years and include a | 26 | | discussion and financial summary of the Organizational |
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| 1 | | Unit's facility needs. If the Organizational Unit does not | 2 | | demonstrate sufficient progress toward its 5-year plan or | 3 | | if it has failed to file an annual financial report, an | 4 | | annual budget, a financial plan, a deficit reduction plan, | 5 | | or other financial information as required by law, the | 6 | | State Board may establish a Financial Oversight Panel | 7 | | under Article 1H of this Code. However, if the | 8 | | Organizational Unit already has a Financial Oversight | 9 | | Panel, the State Board may extend the duration of the | 10 | | Panel. | 11 | | (f) Percent of Adequacy and Final Resources calculation. | 12 | | (1) The Evidence-Based Funding formula establishes a | 13 | | Percent of Adequacy for each Organizational Unit in order | 14 | | to place such units into tiers for the purposes of the | 15 | | funding distribution system described in subsection (g) of | 16 | | this Section. Initially, an Organizational Unit's | 17 | | Preliminary Resources and Preliminary Percent of Adequacy | 18 | | are calculated pursuant to paragraph (2) of this | 19 | | subsection (f). Then, an Organizational Unit's Final | 20 | | Resources and Final Percent of Adequacy are calculated to | 21 | | account for the Organizational Unit's poverty | 22 | | concentration levels pursuant to paragraphs (3) and (4) of | 23 | | this subsection (f). | 24 | | (2) An Organizational Unit's Preliminary Resources are | 25 | | equal to the sum of its Local Capacity Target, CPPRT, and | 26 | | Base Funding Minimum. An Organizational Unit's Preliminary |
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| 1 | | Percent of Adequacy is the lesser of (i) its Preliminary | 2 | | Resources divided by its Adequacy Target or (ii) 100%. | 3 | | (3) Except for Specially Funded Units, an | 4 | | Organizational Unit's Final Resources are equal to the sum | 5 | | of its Local Capacity, CPPRT, and Adjusted Base Funding | 6 | | Minimum. The Base Funding Minimum of each Specially Funded | 7 | | Unit shall serve as its Final Resources, except that the | 8 | | Base Funding Minimum for State-approved charter schools | 9 | | shall not include any portion of general State aid | 10 | | allocated in the prior year based on the per capita | 11 | | tuition charge times the charter school enrollment. | 12 | | (4) An Organizational Unit's Final Percent of Adequacy | 13 | | is its Final Resources divided by its Adequacy Target. An | 14 | | Organizational Unit's Adjusted Base Funding Minimum is | 15 | | equal to its Base Funding Minimum less its Supplemental | 16 | | Grant Funding, with the resulting figure added to the | 17 | | product of its Supplemental Grant Funding and Preliminary | 18 | | Percent of Adequacy. | 19 | | (g) Evidence-Based Funding formula distribution system. | 20 | | (1) In each school year under the Evidence-Based | 21 | | Funding formula, each Organizational Unit receives funding | 22 | | equal to the sum of its Base Funding Minimum and the unit's | 23 | | allocation of New State Funds determined pursuant to this | 24 | | subsection (g). To allocate New State Funds, the | 25 | | Evidence-Based Funding formula distribution system first | 26 | | places all Organizational Units into one of 4 tiers in |
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| 1 | | accordance with paragraph (3) of this subsection (g), | 2 | | based on the Organizational Unit's Final Percent of | 3 | | Adequacy. New State Funds are allocated to each of the 4 | 4 | | tiers as follows: Tier 1 Aggregate Funding equals 50% of | 5 | | all New State Funds, Tier 2 Aggregate Funding equals 49% | 6 | | of all New State Funds, Tier 3 Aggregate Funding equals | 7 | | 0.9% of all New State Funds, and Tier 4 Aggregate Funding | 8 | | equals 0.1% of all New State Funds. Each Organizational | 9 | | Unit within Tier 1 or Tier 2 receives an allocation of New | 10 | | State Funds equal to its tier Funding Gap, as defined in | 11 | | the following sentence, multiplied by the tier's | 12 | | Allocation Rate determined pursuant to paragraph (4) of | 13 | | this subsection (g). For Tier 1, an Organizational Unit's | 14 | | Funding Gap equals the tier's Target Ratio, as specified | 15 | | in paragraph (5) of this subsection (g), multiplied by the | 16 | | Organizational Unit's Adequacy Target, with the resulting | 17 | | amount reduced by the Organizational Unit's Final | 18 | | Resources. For Tier 2, an Organizational Unit's Funding | 19 | | Gap equals the tier's Target Ratio, as described in | 20 | | paragraph (5) of this subsection (g), multiplied by the | 21 | | Organizational Unit's Adequacy Target, with the resulting | 22 | | amount reduced by the Organizational Unit's Final | 23 | | Resources and its Tier 1 funding allocation. To determine | 24 | | the Organizational Unit's Funding Gap, the resulting | 25 | | amount is then multiplied by a factor equal to one minus | 26 | | the Organizational Unit's Local Capacity Target |
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| 1 | | percentage. Each Organizational Unit within Tier 3 or Tier | 2 | | 4 receives an allocation of New State Funds equal to the | 3 | | product of its Adequacy Target and the tier's Allocation | 4 | | Rate, as specified in paragraph (4) of this subsection | 5 | | (g). | 6 | | (2) To ensure equitable distribution of dollars for | 7 | | all Tier 2 Organizational Units, no Tier 2 Organizational | 8 | | Unit shall receive fewer dollars per ASE than any Tier 3 | 9 | | Organizational Unit. Each Tier 2 and Tier 3 Organizational | 10 | | Unit shall have its funding allocation divided by its ASE. | 11 | | Any Tier 2 Organizational Unit with a funding allocation | 12 | | per ASE below the greatest Tier 3 allocation per ASE shall | 13 | | get a funding allocation equal to the greatest Tier 3 | 14 | | funding allocation per ASE multiplied by the | 15 | | Organizational Unit's ASE. Each Tier 2 Organizational | 16 | | Unit's Tier 2 funding allocation shall be multiplied by | 17 | | the percentage calculated by dividing the original Tier 2 | 18 | | Aggregate Funding by the sum of all Tier 2 Organizational | 19 | | Units' Tier 2 funding allocation after adjusting | 20 | | districts' funding below Tier 3 levels. | 21 | | (3) Organizational Units are placed into one of 4 | 22 | | tiers as follows: | 23 | | (A) Tier 1 consists of all Organizational Units, | 24 | | except for Specially Funded Units, with a Percent of | 25 | | Adequacy less than the Tier 1 Target Ratio. The Tier 1 | 26 | | Target Ratio is the ratio level that allows for Tier 1 |
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| 1 | | Aggregate Funding to be distributed, with the Tier 1 | 2 | | Allocation Rate determined pursuant to paragraph (4) | 3 | | of this subsection (g). | 4 | | (B) Tier 2 consists of all Tier 1 Units and all | 5 | | other Organizational Units, except for Specially | 6 | | Funded Units, with a Percent of Adequacy of less than | 7 | | 0.90. | 8 | | (C) Tier 3 consists of all Organizational Units, | 9 | | except for Specially Funded Units, with a Percent of | 10 | | Adequacy of at least 0.90 and less than 1.0. | 11 | | (D) Tier 4 consists of all Organizational Units | 12 | | with a Percent of Adequacy of at least 1.0. | 13 | | (4) The Allocation Rates for Tiers 1 through 4 are | 14 | | determined as follows: | 15 | | (A) The Tier 1 Allocation Rate is 30%. | 16 | | (B) The Tier 2 Allocation Rate is the result of the | 17 | | following equation: Tier 2 Aggregate Funding, divided | 18 | | by the sum of the Funding Gaps for all Tier 2 | 19 | | Organizational Units, unless the result of such | 20 | | equation is higher than 1.0. If the result of such | 21 | | equation is higher than 1.0, then the Tier 2 | 22 | | Allocation Rate is 1.0. | 23 | | (C) The Tier 3 Allocation Rate is the result of the | 24 | | following equation: Tier 3
Aggregate Funding, divided | 25 | | by the sum of the Adequacy Targets of all Tier 3 | 26 | | Organizational
Units. |
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| 1 | | (D) The Tier 4 Allocation Rate is the result of the | 2 | | following equation: Tier 4
Aggregate Funding, divided | 3 | | by the sum of the Adequacy Targets of all Tier 4 | 4 | | Organizational
Units. | 5 | | (5) A tier's Target Ratio is determined as follows: | 6 | | (A) The Tier 1 Target Ratio is the ratio level that | 7 | | allows for Tier 1 Aggregate Funding to be distributed | 8 | | with the Tier 1 Allocation Rate. | 9 | | (B) The Tier 2 Target Ratio is 0.90. | 10 | | (C) The Tier 3 Target Ratio is 1.0. | 11 | | (6) If, at any point, the Tier 1 Target Ratio is | 12 | | greater than 90%, then all Tier 1 funding shall be | 13 | | allocated to Tier 2 and no Tier 1 Organizational Unit's | 14 | | funding may be identified. | 15 | | (7) In the event that all Tier 2 Organizational Units | 16 | | receive funding at the Tier 2 Target Ratio level, any | 17 | | remaining New State Funds shall be allocated to Tier 3 and | 18 | | Tier 4 Organizational Units. | 19 | | (8) If any Specially Funded Units, excluding Glenwood | 20 | | Academy, recognized by the State Board do not qualify for | 21 | | direct funding following the implementation of Public Act | 22 | | 100-465 from any of the funding sources included within | 23 | | the definition of Base Funding Minimum, the unqualified | 24 | | portion of the Base Funding Minimum shall be transferred | 25 | | to one or more appropriate Organizational Units as | 26 | | determined by the State Superintendent based on the prior |
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| 1 | | year ASE of the Organizational Units. | 2 | | (8.5) If a school district withdraws from a special | 3 | | education cooperative, the portion of the Base Funding | 4 | | Minimum that is attributable to the school district may be | 5 | | redistributed to the school district upon withdrawal. The | 6 | | school district and the cooperative must include the | 7 | | amount of the Base Funding Minimum that is to be | 8 | | reapportioned in their withdrawal agreement and notify the | 9 | | State Board of the change with a copy of the agreement upon | 10 | | withdrawal. | 11 | | (9) The Minimum Funding Level is intended to establish | 12 | | a target for State funding that will keep pace with | 13 | | inflation and continue to advance equity through the | 14 | | Evidence-Based Funding formula. The target for State | 15 | | funding of New Property Tax Relief Pool Funds is | 16 | | $50,000,000 for State fiscal year 2019 and subsequent | 17 | | State fiscal years. The Minimum Funding Level is equal to | 18 | | $350,000,000. In addition to any New State Funds, no more | 19 | | than $50,000,000 New Property Tax Relief Pool Funds may be | 20 | | counted toward the Minimum Funding Level. If the sum of | 21 | | New State Funds and applicable New Property Tax Relief | 22 | | Pool Funds are less than the Minimum Funding Level, than | 23 | | funding for tiers shall be reduced in the following | 24 | | manner: | 25 | | (A) First, Tier 4 funding shall be reduced by an | 26 | | amount equal to the difference between the Minimum |
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| 1 | | Funding Level and New State Funds until such time as | 2 | | Tier 4 funding is exhausted. | 3 | | (B) Next, Tier 3 funding shall be reduced by an | 4 | | amount equal to the difference between the Minimum | 5 | | Funding Level and New State Funds and the reduction in | 6 | | Tier 4 funding until such time as Tier 3 funding is | 7 | | exhausted. | 8 | | (C) Next, Tier 2 funding shall be reduced by an | 9 | | amount equal to the difference between the Minimum | 10 | | Funding Level and New State Funds and the reduction in | 11 | | Tier 4 and Tier 3. | 12 | | (D) Finally, Tier 1 funding shall be reduced by an | 13 | | amount equal to the difference between the Minimum | 14 | | Funding level and New State Funds and the reduction in | 15 | | Tier 2, 3, and 4 funding. In addition, the Allocation | 16 | | Rate for Tier 1 shall be reduced to a percentage equal | 17 | | to the Tier 1 Allocation Rate set by paragraph (4) of | 18 | | this subsection (g), multiplied by the result of New | 19 | | State Funds divided by the Minimum Funding Level. | 20 | | (9.5) For State fiscal year 2019 and subsequent State | 21 | | fiscal years, if New State Funds exceed $300,000,000, then | 22 | | any amount in excess of $300,000,000 shall be dedicated | 23 | | for purposes of Section 2-3.170 of this Code up to a | 24 | | maximum of $50,000,000. | 25 | | (10) In the event of a decrease in the amount of the | 26 | | appropriation for this Section in any fiscal year after |
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| 1 | | implementation of this Section, the Organizational Units | 2 | | receiving Tier 1 and Tier 2 funding, as determined under | 3 | | paragraph (3) of this subsection (g), shall be held | 4 | | harmless by establishing a Base Funding Guarantee equal to | 5 | | the per pupil kindergarten through grade 12 funding | 6 | | received in accordance with this Section in the prior | 7 | | fiscal year. Reductions shall be
made to the Base Funding | 8 | | Minimum of Organizational Units in Tier 3 and Tier 4 on a
| 9 | | per pupil basis equivalent to the total number of the ASE | 10 | | in Tier 3-funded and Tier 4-funded Organizational Units | 11 | | divided by the total reduction in State funding. The Base
| 12 | | Funding Minimum as reduced shall continue to be applied to | 13 | | Tier 3 and Tier 4
Organizational Units and adjusted by the | 14 | | relative formula when increases in
appropriations for this | 15 | | Section resume. In no event may State funding reductions | 16 | | to
Organizational Units in Tier 3 or Tier 4 exceed an | 17 | | amount that would be less than the
Base Funding Minimum | 18 | | established in the first year of implementation of this
| 19 | | Section. If additional reductions are required, all school | 20 | | districts shall receive a
reduction by a per pupil amount | 21 | | equal to the aggregate additional appropriation
reduction | 22 | | divided by the total ASE of all Organizational Units. | 23 | | (11) The State Superintendent shall make minor | 24 | | adjustments to the distribution formula set forth in this | 25 | | subsection (g) to account for the rounding of percentages | 26 | | to the nearest tenth of a percentage and dollar amounts to |
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| 1 | | the nearest whole dollar. | 2 | | (h) State Superintendent administration of funding and | 3 | | district submission requirements. | 4 | | (1) The State Superintendent shall, in accordance with | 5 | | appropriations made by the General Assembly, meet the | 6 | | funding obligations created under this Section. | 7 | | (2) The State Superintendent shall calculate the | 8 | | Adequacy Target for each Organizational Unit under this | 9 | | Section. No Evidence-Based Funding shall be distributed | 10 | | within an Organizational Unit without the approval of the | 11 | | unit's school board. | 12 | | (3) Annually, the State Superintendent shall calculate | 13 | | and report to each Organizational Unit the unit's | 14 | | aggregate financial adequacy amount, which shall be the | 15 | | sum of the Adequacy Target for each Organizational Unit. | 16 | | The State Superintendent shall calculate and report | 17 | | separately for each Organizational Unit the unit's total | 18 | | State funds allocated for its students with disabilities. | 19 | | The State Superintendent shall calculate and report | 20 | | separately for each Organizational Unit the amount of | 21 | | funding and applicable FTE calculated for each Essential | 22 | | Element of the 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 | | and computer technology and equipment for Organizational |
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| 1 | | Units assigned to Tier 1 or Tier 2 that received an | 2 | | additional $285.50 per student computer technology and | 3 | | equipment investment grant to their Adequacy Target | 4 | | pursuant to the unit's Base Funding Minimum, Special | 5 | | Education Allocation, Bilingual Education Allocation, and | 6 | | computer technology and equipment investment allocation. | 7 | | (5) Moneys distributed under this Section shall be | 8 | | calculated on a school year basis, but paid on a fiscal | 9 | | year basis, with payments beginning in August and | 10 | | extending through June. Unless otherwise provided, the | 11 | | moneys appropriated for each fiscal year shall be | 12 | | distributed in 22 equal payments at least 2 times monthly | 13 | | to each Organizational Unit. If moneys appropriated for | 14 | | any fiscal year are distributed other than monthly, the | 15 | | distribution shall be on the same basis for each | 16 | | Organizational Unit. | 17 | | (6) Any school district that fails, for any given | 18 | | school year, to maintain school as required by law or to | 19 | | maintain a recognized school is not eligible to receive | 20 | | Evidence-Based Funding. In case of non-recognition of one | 21 | | or more attendance centers in a school district otherwise | 22 | | operating recognized schools, the claim of the district | 23 | | shall be reduced in the proportion that the enrollment in | 24 | | the attendance center or centers bears to the enrollment | 25 | | of the school district. "Recognized school" means any | 26 | | public school that meets the standards for recognition by |
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| 1 | | the State Board. A school district or attendance center | 2 | | not having recognition status at the end of a school term | 3 | | is entitled to receive State aid payments due upon a legal | 4 | | claim that was filed while it was recognized. | 5 | | (7) School district claims filed under this Section | 6 | | are subject to Sections 18-9 and 18-12 of this Code, | 7 | | except as otherwise provided in this Section. | 8 | | (8) Each fiscal year, the State Superintendent shall | 9 | | calculate for each Organizational Unit an amount of its | 10 | | Base Funding Minimum and Evidence-Based Funding that shall | 11 | | be deemed attributable to the provision of special | 12 | | educational facilities and services, as defined in Section | 13 | | 14-1.08 of this Code, in a manner that ensures compliance | 14 | | with maintenance of State financial support requirements | 15 | | under the federal Individuals with Disabilities Education | 16 | | Act. An Organizational Unit must use such funds only for | 17 | | the provision of special educational facilities and | 18 | | services, as defined in Section 14-1.08 of this Code, and | 19 | | must comply with any expenditure verification procedures | 20 | | adopted by the State Board. | 21 | | (9) All Organizational Units in this State must submit | 22 | | annual spending plans by the end of September of each year | 23 | | to the State Board as part of the annual budget process, | 24 | | which shall describe how each Organizational Unit will | 25 | | utilize the Base Funding Minimum and Evidence-Based | 26 | | Funding it receives from this State under this Section |
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| 1 | | with specific identification of the intended utilization | 2 | | of Low-Income, English learner, and special education | 3 | | resources. Additionally, the annual spending plans of each | 4 | | Organizational Unit shall describe how the Organizational | 5 | | Unit expects to achieve student growth and how the | 6 | | Organizational Unit will achieve State education goals, as | 7 | | defined by the State Board , and shall indicate which | 8 | | stakeholder groups the Organizational Unit engaged to | 9 | | inform annual spending plans . The State Superintendent | 10 | | may, from time to time, identify additional requisites for | 11 | | Organizational Units to satisfy when compiling the annual | 12 | | spending plans required under this subsection (h). The | 13 | | format and scope of annual spending plans shall be | 14 | | developed by the State Superintendent and the State Board | 15 | | of Education. School districts that serve students under | 16 | | Article 14C of this Code shall continue to submit | 17 | | information as required under Section 14C-12 of this Code. | 18 | | Annual spending plans required under this subsection (h) | 19 | | shall be integrated in annual school district budgets | 20 | | completed pursuant to Section 17-1 and Section 34-43. | 21 | | (10) No later than January 1, 2018, the State | 22 | | Superintendent shall develop a 5-year strategic plan for | 23 | | all Organizational Units to help in planning for adequacy | 24 | | funding under this Section. The State Superintendent shall | 25 | | submit the plan to the Governor and the General Assembly, | 26 | | as provided in Section 3.1 of the General Assembly |
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| 1 | | Organization Act. The plan shall include recommendations | 2 | | for: | 3 | | (A) a framework for collaborative, professional, | 4 | | innovative, and 21st century learning environments | 5 | | using the Evidence-Based Funding model; | 6 | | (B) ways to prepare and support this State's | 7 | | educators for successful instructional careers; | 8 | | (C) application and enhancement of the current | 9 | | financial accountability measures, the approved State | 10 | | plan to comply with the federal Every Student Succeeds | 11 | | Act, and the Illinois Balanced Accountability Measures | 12 | | in relation to student growth and elements of the | 13 | | Evidence-Based Funding model; and | 14 | | (D) implementation of an effective school adequacy | 15 | | funding system based on projected and recommended | 16 | | funding levels from the General Assembly. | 17 | | (11) On an annual basis, the State Superintendent
must | 18 | | recalibrate all of the following per pupil elements of the | 19 | | Adequacy Target and applied to the formulas, based on the | 20 | | study of average expenses and as reported in the most | 21 | | recent annual financial report: | 22 | | (A) Gifted under subparagraph (M) of paragraph
(2) | 23 | | of subsection (b). | 24 | | (B) Instructional materials under subparagraph
(O) | 25 | | of paragraph (2) of subsection (b). | 26 | | (C) Assessment under subparagraph (P) of
paragraph |
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| 1 | | (2) of subsection (b). | 2 | | (D) Student activities under subparagraph (R) of
| 3 | | paragraph (2) of subsection (b). | 4 | | (E) Maintenance and operations under subparagraph
| 5 | | (S) of paragraph (2) of subsection (b). | 6 | | (F) Central office under subparagraph (T) of
| 7 | | paragraph (2) of subsection (b). | 8 | | (i) Professional Review Panel. | 9 | | (1) A Professional Review Panel is created to study | 10 | | and review topics related to the implementation and effect | 11 | | of Evidence-Based Funding, as assigned by a joint | 12 | | resolution or Public Act of the General Assembly or a | 13 | | motion passed by the State Board of Education. The Panel | 14 | | must provide recommendations to and serve the Governor, | 15 | | the General Assembly, and the State Board. The State | 16 | | Superintendent or his or her designee must serve as a | 17 | | voting member and chairperson of the Panel. The State | 18 | | Superintendent must appoint a vice chairperson from the | 19 | | membership of the Panel. The Panel must advance | 20 | | recommendations based on a three-fifths majority vote of | 21 | | Panel members present and voting. A minority opinion may | 22 | | also accompany any recommendation of the Panel. The Panel | 23 | | shall be appointed by the State Superintendent, except as | 24 | | otherwise provided in paragraph (2) of this subsection (i) | 25 | | and include the following members: | 26 | | (A) Two appointees that represent district |
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| 1 | | superintendents, recommended by a statewide | 2 | | organization that represents district superintendents. | 3 | | (B) Two appointees that represent school boards, | 4 | | recommended by a statewide organization that | 5 | | represents school boards. | 6 | | (C) Two appointees from districts that represent | 7 | | school business officials, recommended by a statewide | 8 | | organization that represents school business | 9 | | officials. | 10 | | (D) Two appointees that represent school | 11 | | principals, recommended by a statewide organization | 12 | | that represents school principals. | 13 | | (E) Two appointees that represent teachers, | 14 | | recommended by a statewide organization that | 15 | | represents teachers. | 16 | | (F) Two appointees that represent teachers, | 17 | | recommended by another statewide organization that | 18 | | represents teachers. | 19 | | (G) Two appointees that represent regional | 20 | | superintendents of schools, recommended by | 21 | | organizations that represent regional superintendents. | 22 | | (H) Two independent experts selected solely by the | 23 | | State Superintendent. | 24 | | (I) Two independent experts recommended by public | 25 | | universities in this State. | 26 | | (J) One member recommended by a statewide |
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| 1 | | organization that represents parents. | 2 | | (K) Two representatives recommended by collective | 3 | | impact organizations that represent major metropolitan | 4 | | areas or geographic areas in Illinois. | 5 | | (L) One member from a statewide organization | 6 | | focused on research-based education policy to support | 7 | | a school system that prepares all students for | 8 | | college, a career, and democratic citizenship. | 9 | | (M) One representative from a school district | 10 | | organized under Article 34 of this Code. | 11 | | The State Superintendent shall ensure that the | 12 | | membership of the Panel includes representatives from | 13 | | school districts and communities reflecting the | 14 | | geographic, socio-economic, racial, and ethnic diversity | 15 | | of this State. The State Superintendent shall additionally | 16 | | ensure that the membership of the Panel includes | 17 | | representatives with expertise in bilingual education and | 18 | | special education. Staff from the State Board shall staff | 19 | | the Panel. | 20 | | (2) In addition to those Panel members appointed by | 21 | | the State Superintendent, 4 members of the General | 22 | | Assembly shall be appointed as follows: one member of the | 23 | | House of Representatives appointed by the Speaker of the | 24 | | House of Representatives, one member of the Senate | 25 | | appointed by the President of the Senate, one member of | 26 | | the House of Representatives appointed by the Minority |
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| 1 | | Leader of the House of Representatives, and one member of | 2 | | the Senate appointed by the Minority Leader of the Senate. | 3 | | There shall be one additional member appointed by the | 4 | | Governor. All members appointed by legislative leaders or | 5 | | the Governor shall be non-voting, ex officio members. | 6 | | (3) The Panel must study topics at the direction of | 7 | | the General Assembly or State Board of Education, as | 8 | | provided under paragraph (1). The Panel may also study the | 9 | | following topics at the direction of the chairperson: | 10 | | (A) The format and scope of annual spending plans | 11 | | referenced in paragraph (9) of subsection (h) of this | 12 | | Section. | 13 | | (B) The Comparable Wage Index under this Section. | 14 | | (C) Maintenance and operations, including capital | 15 | | maintenance and construction costs. | 16 | | (D) "At-risk student" definition. | 17 | | (E) Benefits. | 18 | | (F) Technology. | 19 | | (G) Local Capacity Target. | 20 | | (H) Funding for Alternative Schools, Laboratory | 21 | | Schools, safe schools, and alternative learning | 22 | | opportunities programs. | 23 | | (I) Funding for college and career acceleration | 24 | | strategies. | 25 | | (J) Special education investments. | 26 | | (K) Early childhood investments, in collaboration |
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| 1 | | with the Illinois Early Learning Council. | 2 | | (4) (Blank). | 3 | | (5) Within 5 years after the implementation of this | 4 | | Section, and every 5 years thereafter, the Panel shall | 5 | | complete an evaluative study of the entire Evidence-Based | 6 | | Funding model, including an assessment of whether or not | 7 | | the formula is achieving State goals. The Panel shall | 8 | | report to the State Board, the General Assembly, and the | 9 | | Governor on the findings of the study. | 10 | | (6) (Blank). | 11 | | (7) To ensure that (i) the Adequacy Target calculation | 12 | | under subsection (b) accurately reflects the needs of | 13 | | students living in poverty or attending schools located in | 14 | | areas of high poverty, (ii) racial equity within the | 15 | | Evidence-Based Funding formula is explicitly explored and | 16 | | advanced, and (iii) the funding goals of the formula | 17 | | distribution system established under this Section are | 18 | | sufficient to provide adequate funding for every student | 19 | | and to fully fund every school in this State, the Panel | 20 | | shall review the Essential Elements under paragraph (2) of | 21 | | subsection (b). The Panel shall consider all of the | 22 | | following in its review: | 23 | | (A) The financial ability of school districts to | 24 | | provide instruction in a foreign language to every | 25 | | student and whether an additional Essential Element | 26 | | should be added to the formula to ensure that every |
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| 1 | | student has access to instruction in a foreign | 2 | | language. | 3 | | (B) The adult-to-student ratio for each Essential | 4 | | Element in which a ratio is identified. The Panel | 5 | | shall consider whether the ratio accurately reflects | 6 | | the staffing needed to support students living in | 7 | | poverty or who have traumatic backgrounds. | 8 | | (C) Changes to the Essential Elements that may be | 9 | | required to better promote racial equity and eliminate | 10 | | structural racism within schools. | 11 | | (D) The impact of investing $350,000,000 in | 12 | | additional funds each year under this Section and an | 13 | | estimate of when the school system will become fully | 14 | | funded under this level of appropriation. | 15 | | (E) Provide an overview of alternative funding | 16 | | structures that would enable the State to become fully | 17 | | funded at an earlier date. | 18 | | (F) The potential to increase efficiency and to | 19 | | find cost savings within the school system to expedite | 20 | | the journey to a fully funded system. | 21 | | (G) The appropriate levels for reenrolling and | 22 | | graduating high-risk high school students who have | 23 | | been previously out of school. These outcomes shall | 24 | | include enrollment, attendance, skill gains, credit | 25 | | gains, graduation or promotion to the next grade | 26 | | level, and the transition to college, training, or |
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| 1 | | employment, with an emphasis on progressively | 2 | | increasing the overall attendance. | 3 | | (H) The evidence-based or research-based practices | 4 | | that are shown to reduce the gaps and disparities | 5 | | experienced by African American students in academic | 6 | | achievement and educational performance, including | 7 | | practices that have been shown to reduce disparities | 8 | | in disciplinary rates, drop-out rates, graduation | 9 | | rates, college matriculation rates, and college | 10 | | completion rates. | 11 | | On or before December 31, 2021, the Panel shall report | 12 | | to the State Board, the General Assembly, and the Governor | 13 | | on the findings of its review. This paragraph (7) is | 14 | | inoperative on and after July 1, 2022. | 15 | | (j) References. Beginning July 1, 2017, references in | 16 | | other laws to general State aid funds or calculations under | 17 | | Section 18-8.05 of this Code (now repealed) shall be deemed to | 18 | | be references to evidence-based model formula funds or | 19 | | calculations under this Section. | 20 | | (Source: P.A. 101-10, eff. 6-5-19; 101-17, eff. 6-14-19; | 21 | | 101-643, eff. 6-18-20; 101-654, eff. 3-8-21; 102-33, eff. | 22 | | 6-25-21; 102-197, eff. 7-30-21; 102-558, eff. 8-20-21; | 23 | | 102-699, eff. 4-19-22; 102-782, eff. 1-1-23; 102-813, eff. | 24 | | 5-13-22; 102-894, eff. 5-20-22; revised 12-13-22.)
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