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1 | AN ACT concerning education.
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2 | WHEREAS, This Act may be referred to as the Accelerating of | ||||||||||||||||||||||||||||||||||
3 | School Funding Equity Act of 2020; and | ||||||||||||||||||||||||||||||||||
4 | WHEREAS, The General Assembly overhauled this State's | ||||||||||||||||||||||||||||||||||
5 | outdated and inequitable funding system in 2017 with the | ||||||||||||||||||||||||||||||||||
6 | enactment of an evidence-based funding formula via Public Act | ||||||||||||||||||||||||||||||||||
7 | 100-465, which consolidated several funding streams into a | ||||||||||||||||||||||||||||||||||
8 | single formula; and | ||||||||||||||||||||||||||||||||||
9 | WHEREAS, This new, modernized formula considers how much | ||||||||||||||||||||||||||||||||||
10 | each school district needs to adequately educate its students, | ||||||||||||||||||||||||||||||||||
11 | how much local capacity each district has to fund its schools, | ||||||||||||||||||||||||||||||||||
12 | and how close each district is to reaching adequate funding, | ||||||||||||||||||||||||||||||||||
13 | all while holding harmless all districts; and | ||||||||||||||||||||||||||||||||||
14 | WHEREAS, The State pays most employer costs of teacher | ||||||||||||||||||||||||||||||||||
15 | pensions, which is among the most inequitable ways this State | ||||||||||||||||||||||||||||||||||
16 | supports school districts because those districts with higher | ||||||||||||||||||||||||||||||||||
17 | teacher salaries and more teachers receive a greater State | ||||||||||||||||||||||||||||||||||
18 | subsidy for the cost of teacher pensions than those districts | ||||||||||||||||||||||||||||||||||
19 | with lower teacher salaries and fewer teachers; and | ||||||||||||||||||||||||||||||||||
20 | WHEREAS, The current structure for State support of teacher | ||||||||||||||||||||||||||||||||||
21 | pension costs provides school districts funded above 100% | ||||||||||||||||||||||||||||||||||
22 | adequacy a benefit of $328 more per pupil than it provides to |
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| |||||||
1 | school districts funded below 80% of adequacy; and | ||||||
2 | WHEREAS, By applying the same principles found in the | ||||||
3 | evidence-based funding formula, the inequitable teacher | ||||||
4 | pension funding structure can be improved to accelerate equity, | ||||||
5 | accelerate the timeline for bringing the school funding system | ||||||
6 | closer to adequacy, and protect teacher pension funding; | ||||||
7 | therefore"; and | ||||||
8 | Be it enacted by the People of the State of Illinois,
| ||||||
9 | represented in the General Assembly:
| ||||||
10 | Section 5. The Illinois Pension Code is amended by changing | ||||||
11 | Sections 16-158, 17-127, and 17-129 as follows:
| ||||||
12 | (40 ILCS 5/16-158)
(from Ch. 108 1/2, par. 16-158)
| ||||||
13 | Sec. 16-158. Contributions by State and other employing | ||||||
14 | units.
| ||||||
15 | (a) The State shall make contributions to the System by | ||||||
16 | means of
appropriations from the Common School Fund and other | ||||||
17 | State funds of amounts
which, together with other employer | ||||||
18 | contributions, employee contributions,
investment income, and | ||||||
19 | other income, will be sufficient to meet the cost of
| ||||||
20 | maintaining and administering the System on a 90% funded basis | ||||||
21 | in accordance
with actuarial recommendations.
| ||||||
22 | The Board shall determine the amount of State contributions |
| |||||||
| |||||||
1 | required for
each fiscal year on the basis of the actuarial | ||||||
2 | tables and other assumptions
adopted by the Board and the | ||||||
3 | recommendations of the actuary, using the formula
in subsection | ||||||
4 | (b-3).
| ||||||
5 | (a-1) Annually, on or before November 15 until November 15, | ||||||
6 | 2011, the Board shall certify to the
Governor the amount of the | ||||||
7 | required State contribution for the coming fiscal
year. The | ||||||
8 | certification under this subsection (a-1) shall include a copy | ||||||
9 | of the actuarial recommendations
upon which it is based and | ||||||
10 | shall specifically identify the System's projected State | ||||||
11 | normal cost for that fiscal year.
| ||||||
12 | On or before May 1, 2004, the Board shall recalculate and | ||||||
13 | recertify to
the Governor the amount of the required State | ||||||
14 | contribution to the System for
State fiscal year 2005, taking | ||||||
15 | into account the amounts appropriated to and
received by the | ||||||
16 | System under subsection (d) of Section 7.2 of the General
| ||||||
17 | Obligation Bond Act.
| ||||||
18 | On or before July 1, 2005, the Board shall recalculate and | ||||||
19 | recertify
to the Governor the amount of the required State
| ||||||
20 | contribution to the System for State fiscal year 2006, taking | ||||||
21 | into account the changes in required State contributions made | ||||||
22 | by Public Act 94-4.
| ||||||
23 | On or before April 1, 2011, the Board shall recalculate and | ||||||
24 | recertify to the Governor the amount of the required State | ||||||
25 | contribution to the System for State fiscal year 2011, applying | ||||||
26 | the changes made by Public Act 96-889 to the System's assets |
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| |||||||
1 | and liabilities as of June 30, 2009 as though Public Act 96-889 | ||||||
2 | was approved on that date. | ||||||
3 | On or before July 1, 2020, the Board shall recalculate and | ||||||
4 | recertify to the Governor the amount of the required State | ||||||
5 | contribution to the System for State fiscal year 2021, applying | ||||||
6 | the changes made by this amendatory Act of the 101st General | ||||||
7 | Assembly. | ||||||
8 | (a-5) On or before November 1 of each year, beginning | ||||||
9 | November 1, 2012, the Board shall submit to the State Actuary, | ||||||
10 | the Governor, and the General Assembly a proposed certification | ||||||
11 | of the amount of the required State contribution to the System | ||||||
12 | for the next fiscal year, along with all of the actuarial | ||||||
13 | assumptions, calculations, and data upon which that proposed | ||||||
14 | certification is based. On or before January 1 of each year, | ||||||
15 | beginning January 1, 2013, the State Actuary shall issue a | ||||||
16 | preliminary report concerning the proposed certification and | ||||||
17 | identifying, if necessary, recommended changes in actuarial | ||||||
18 | assumptions that the Board must consider before finalizing its | ||||||
19 | certification of the required State contributions. On or before | ||||||
20 | January 15, 2013 and each January 15 thereafter, the Board | ||||||
21 | shall certify to the Governor and the General Assembly the | ||||||
22 | amount of the required State contribution for the next fiscal | ||||||
23 | year. The Board's certification must note any deviations from | ||||||
24 | the State Actuary's recommended changes, the reason or reasons | ||||||
25 | for not following the State Actuary's recommended changes, and | ||||||
26 | the fiscal impact of not following the State Actuary's |
| |||||||
| |||||||
1 | recommended changes on the required State contribution. | ||||||
2 | (a-10) By November 1, 2017, the Board shall recalculate and | ||||||
3 | recertify to the State Actuary, the Governor, and the General | ||||||
4 | Assembly the amount of the State contribution to the System for | ||||||
5 | State fiscal year 2018, taking into account the changes in | ||||||
6 | required State contributions made by Public Act 100-23. The | ||||||
7 | State Actuary shall review the assumptions and valuations | ||||||
8 | underlying the Board's revised certification and issue a | ||||||
9 | preliminary report concerning the proposed recertification and | ||||||
10 | identifying, if necessary, recommended changes in actuarial | ||||||
11 | assumptions that the Board must consider before finalizing its | ||||||
12 | certification of the required State contributions. The Board's | ||||||
13 | final certification must note any deviations from the State | ||||||
14 | Actuary's recommended changes, the reason or reasons for not | ||||||
15 | following the State Actuary's recommended changes, and the | ||||||
16 | fiscal impact of not following the State Actuary's recommended | ||||||
17 | changes on the required State contribution. | ||||||
18 | (a-15) On or after June 15, 2019, but no later than June | ||||||
19 | 30, 2019, the Board shall recalculate and recertify to the | ||||||
20 | Governor and the General Assembly the amount of the State | ||||||
21 | contribution to the System for State fiscal year 2019, taking | ||||||
22 | into account the changes in required State contributions made | ||||||
23 | by Public Act 100-587. The recalculation shall be made using | ||||||
24 | assumptions adopted by the Board for the original fiscal year | ||||||
25 | 2019 certification. The monthly voucher for the 12th month of | ||||||
26 | fiscal year 2019 shall be paid by the Comptroller after the |
| |||||||
| |||||||
1 | recertification required pursuant to this subsection is | ||||||
2 | submitted to the Governor, Comptroller, and General Assembly. | ||||||
3 | The recertification submitted to the General Assembly shall be | ||||||
4 | filed with the Clerk of the House of Representatives and the | ||||||
5 | Secretary of the Senate in electronic form only, in the manner | ||||||
6 | that the Clerk and the Secretary shall direct. | ||||||
7 | (b) Through State fiscal year 1995, the State contributions | ||||||
8 | shall be
paid to the System in accordance with Section 18-7 of | ||||||
9 | the School Code.
| ||||||
10 | (b-1) Beginning in State fiscal year 1996, on the 15th day | ||||||
11 | of each month,
or as soon thereafter as may be practicable, the | ||||||
12 | Board shall submit vouchers
for payment of State contributions | ||||||
13 | to the System, in a total monthly amount of
one-twelfth of the | ||||||
14 | required annual State contribution certified under
subsection | ||||||
15 | (a-1).
From March 5, 2004 (the
effective date of Public Act | ||||||
16 | 93-665)
through June 30, 2004, the Board shall not submit | ||||||
17 | vouchers for the
remainder of fiscal year 2004 in excess of the | ||||||
18 | fiscal year 2004
certified contribution amount determined | ||||||
19 | under this Section
after taking into consideration the transfer | ||||||
20 | to the System
under subsection (a) of Section 6z-61 of the | ||||||
21 | State Finance Act.
These vouchers shall be paid by the State | ||||||
22 | Comptroller and
Treasurer by warrants drawn on the funds | ||||||
23 | appropriated to the System for that
fiscal year.
| ||||||
24 | If in any month the amount remaining unexpended from all | ||||||
25 | other appropriations
to the System for the applicable fiscal | ||||||
26 | year (including the appropriations to
the System under Section |
| |||||||
| |||||||
1 | 8.12 of the State Finance Act and Section 1 of the
State | ||||||
2 | Pension Funds Continuing Appropriation Act) is less than the | ||||||
3 | amount
lawfully vouchered under this subsection, the | ||||||
4 | difference shall be paid from the
Common School Fund under the | ||||||
5 | continuing appropriation authority provided in
Section 1.1 of | ||||||
6 | the State Pension Funds Continuing Appropriation Act.
| ||||||
7 | (b-2) Allocations from the Common School Fund apportioned | ||||||
8 | to school
districts not coming under this System shall not be | ||||||
9 | diminished or affected by
the provisions of this Article.
| ||||||
10 | (b-3) For State fiscal years 2012 through 2045, the minimum | ||||||
11 | contribution
to the System to be made by the State for each | ||||||
12 | fiscal year shall be an amount
determined by the System to be | ||||||
13 | sufficient to bring the total assets of the
System up to 90% of | ||||||
14 | the total actuarial liabilities of the System by the end of
| ||||||
15 | State fiscal year 2045. In making these determinations, the | ||||||
16 | required State
contribution shall be calculated each year as a | ||||||
17 | level percentage of payroll
over the years remaining to and | ||||||
18 | including fiscal year 2045 and shall be
determined under the | ||||||
19 | projected unit credit actuarial cost method.
| ||||||
20 | For each of State fiscal years 2018, 2019, and 2020, the | ||||||
21 | State shall make an additional contribution to the System equal | ||||||
22 | to 2% of the total payroll of each employee who is deemed to | ||||||
23 | have elected the benefits under Section 1-161 or who has made | ||||||
24 | the election under subsection (c) of Section 1-161. | ||||||
25 | A change in an actuarial or investment assumption that | ||||||
26 | increases or
decreases the required State contribution and |
| |||||||
| |||||||
1 | first
applies in State fiscal year 2018 or thereafter shall be
| ||||||
2 | implemented in equal annual amounts over a 5-year period
| ||||||
3 | beginning in the State fiscal year in which the actuarial
| ||||||
4 | change first applies to the required State contribution. | ||||||
5 | A change in an actuarial or investment assumption that | ||||||
6 | increases or
decreases the required State contribution and | ||||||
7 | first
applied to the State contribution in fiscal year 2014, | ||||||
8 | 2015, 2016, or 2017 shall be
implemented: | ||||||
9 | (i) as already applied in State fiscal years before | ||||||
10 | 2018; and | ||||||
11 | (ii) in the portion of the 5-year period beginning in | ||||||
12 | the State fiscal year in which the actuarial
change first | ||||||
13 | applied that occurs in State fiscal year 2018 or | ||||||
14 | thereafter, by calculating the change in equal annual | ||||||
15 | amounts over that 5-year period and then implementing it at | ||||||
16 | the resulting annual rate in each of the remaining fiscal | ||||||
17 | years in that 5-year period. | ||||||
18 | For State fiscal years 1996 through 2005, the State | ||||||
19 | contribution to the
System, as a percentage of the applicable | ||||||
20 | employee payroll, shall be increased
in equal annual increments | ||||||
21 | so that by State fiscal year 2011, the State is
contributing at | ||||||
22 | the rate required under this Section; except that in the
| ||||||
23 | following specified State fiscal years, the State contribution | ||||||
24 | to the System
shall not be less than the following indicated | ||||||
25 | percentages of the applicable
employee payroll, even if the | ||||||
26 | indicated percentage will produce a State
contribution in |
| |||||||
| |||||||
1 | excess of the amount otherwise required under this subsection
| ||||||
2 | and subsection (a), and notwithstanding any contrary | ||||||
3 | certification made under
subsection (a-1) before May 27, 1998 | ||||||
4 | (the effective date of Public Act 90-582):
10.02% in FY 1999;
| ||||||
5 | 10.77% in FY 2000;
11.47% in FY 2001;
12.16% in FY 2002;
12.86% | ||||||
6 | in FY 2003; and
13.56% in FY 2004.
| ||||||
7 | Notwithstanding any other provision of this Article, the | ||||||
8 | total required State
contribution for State fiscal year 2006 is | ||||||
9 | $534,627,700.
| ||||||
10 | Notwithstanding any other provision of this Article, the | ||||||
11 | total required State
contribution for State fiscal year 2007 is | ||||||
12 | $738,014,500.
| ||||||
13 | For each of State fiscal years 2008 through 2009, the State | ||||||
14 | contribution to
the System, as a percentage of the applicable | ||||||
15 | employee payroll, shall be
increased in equal annual increments | ||||||
16 | from the required State contribution for State fiscal year | ||||||
17 | 2007, so that by State fiscal year 2011, the
State is | ||||||
18 | contributing at the rate otherwise required under this Section.
| ||||||
19 | Notwithstanding any other provision of this Article, the | ||||||
20 | total required State contribution for State fiscal year 2010 is | ||||||
21 | $2,089,268,000 and shall be made from the proceeds of bonds | ||||||
22 | sold in fiscal year 2010 pursuant to Section 7.2 of the General | ||||||
23 | Obligation Bond Act, less (i) the pro rata share of bond sale | ||||||
24 | expenses determined by the System's share of total bond | ||||||
25 | proceeds, (ii) any amounts received from the Common School Fund | ||||||
26 | in fiscal year 2010, and (iii) any reduction in bond proceeds |
| |||||||
| |||||||
1 | due to the issuance of discounted bonds, if applicable. | ||||||
2 | Notwithstanding any other provision of this Article, the
| ||||||
3 | total required State contribution for State fiscal year 2011 is
| ||||||
4 | the amount recertified by the System on or before April 1, 2011 | ||||||
5 | pursuant to subsection (a-1) of this Section and shall be made | ||||||
6 | from the proceeds of bonds
sold in fiscal year 2011 pursuant to | ||||||
7 | Section 7.2 of the General
Obligation Bond Act, less (i) the | ||||||
8 | pro rata share of bond sale
expenses determined by the System's | ||||||
9 | share of total bond
proceeds, (ii) any amounts received from | ||||||
10 | the Common School Fund
in fiscal year 2011, and (iii) any | ||||||
11 | reduction in bond proceeds
due to the issuance of discounted | ||||||
12 | bonds, if applicable. This amount shall include, in addition to | ||||||
13 | the amount certified by the System, an amount necessary to meet | ||||||
14 | employer contributions required by the State as an employer | ||||||
15 | under paragraph (e) of this Section, which may also be used by | ||||||
16 | the System for contributions required by paragraph (a) of | ||||||
17 | Section 16-127. | ||||||
18 | Beginning in State fiscal year 2046, the minimum State | ||||||
19 | contribution for
each fiscal year shall be the amount needed to | ||||||
20 | maintain the total assets of
the System at 90% of the total | ||||||
21 | actuarial liabilities of the System.
| ||||||
22 | Amounts received by the System pursuant to Section 25 of | ||||||
23 | the Budget Stabilization Act or Section 8.12 of the State | ||||||
24 | Finance Act in any fiscal year do not reduce and do not | ||||||
25 | constitute payment of any portion of the minimum State | ||||||
26 | contribution required under this Article in that fiscal year. |
| |||||||
| |||||||
1 | Such amounts shall not reduce, and shall not be included in the | ||||||
2 | calculation of, the required State contributions under this | ||||||
3 | Article in any future year until the System has reached a | ||||||
4 | funding ratio of at least 90%. A reference in this Article to | ||||||
5 | the "required State contribution" or any substantially similar | ||||||
6 | term does not include or apply to any amounts payable to the | ||||||
7 | System under Section 25 of the Budget Stabilization Act. | ||||||
8 | Notwithstanding any other provision of this Section, the | ||||||
9 | required State
contribution for State fiscal year 2005 and for | ||||||
10 | fiscal year 2008 and each fiscal year thereafter, as
calculated | ||||||
11 | under this Section and
certified under subsection (a-1), shall | ||||||
12 | not exceed an amount equal to (i) the
amount of the required | ||||||
13 | State contribution that would have been calculated under
this | ||||||
14 | Section for that fiscal year if the System had not received any | ||||||
15 | payments
under subsection (d) of Section 7.2 of the General | ||||||
16 | Obligation Bond Act, minus
(ii) the portion of the State's | ||||||
17 | total debt service payments for that fiscal
year on the bonds | ||||||
18 | issued in fiscal year 2003 for the purposes of that Section | ||||||
19 | 7.2, as determined
and certified by the Comptroller, that is | ||||||
20 | the same as the System's portion of
the total moneys | ||||||
21 | distributed under subsection (d) of Section 7.2 of the General
| ||||||
22 | Obligation Bond Act. In determining this maximum for State | ||||||
23 | fiscal years 2008 through 2010, however, the amount referred to | ||||||
24 | in item (i) shall be increased, as a percentage of the | ||||||
25 | applicable employee payroll, in equal increments calculated | ||||||
26 | from the sum of the required State contribution for State |
| |||||||
| |||||||
1 | fiscal year 2007 plus the applicable portion of the State's | ||||||
2 | total debt service payments for fiscal year 2007 on the bonds | ||||||
3 | issued in fiscal year 2003 for the purposes of Section 7.2 of | ||||||
4 | the General
Obligation Bond Act, so that, by State fiscal year | ||||||
5 | 2011, the
State is contributing at the rate otherwise required | ||||||
6 | under this Section.
| ||||||
7 | (b-4) Beginning in fiscal year 2018, each employer under | ||||||
8 | this Article shall pay to the System a required contribution | ||||||
9 | determined as a percentage of projected payroll and sufficient | ||||||
10 | to produce an annual amount equal to: | ||||||
11 | (i) for each of fiscal years 2018, 2019, and 2020, the | ||||||
12 | defined benefit normal cost of the defined benefit plan, | ||||||
13 | less the employee contribution, for each employee of that | ||||||
14 | employer who has elected or who is deemed to have elected | ||||||
15 | the benefits under Section 1-161 or who has made the | ||||||
16 | election under subsection (b) of Section 1-161; for fiscal | ||||||
17 | year 2021 and each fiscal year thereafter, the defined | ||||||
18 | benefit normal cost of the defined benefit plan, less the | ||||||
19 | employee contribution, plus 2%, for each employee of that | ||||||
20 | employer who has elected or who is deemed to have elected | ||||||
21 | the benefits under Section 1-161 or who has made the | ||||||
22 | election under subsection (b) of Section 1-161; plus | ||||||
23 | (ii) the amount required for that fiscal year to | ||||||
24 | amortize any unfunded actuarial accrued liability | ||||||
25 | associated with the present value of liabilities | ||||||
26 | attributable to the employer's account under Section |
| |||||||
| |||||||
1 | 16-158.3, determined
as a level percentage of payroll over | ||||||
2 | a 30-year rolling amortization period. | ||||||
3 | In determining contributions required under item (i) of | ||||||
4 | this subsection, the System shall determine an aggregate rate | ||||||
5 | for all employers, expressed as a percentage of projected | ||||||
6 | payroll. | ||||||
7 | In determining the contributions required under item (ii) | ||||||
8 | of this subsection, the amount shall be computed by the System | ||||||
9 | on the basis of the actuarial assumptions and tables used in | ||||||
10 | the most recent actuarial valuation of the System that is | ||||||
11 | available at the time of the computation. | ||||||
12 | The contributions required under this subsection (b-4) | ||||||
13 | shall be paid by an employer concurrently with that employer's | ||||||
14 | payroll payment period. The State, as the actual employer of an | ||||||
15 | employee, shall make the required contributions under this | ||||||
16 | subsection. | ||||||
17 | (b-5) Beginning in fiscal year 2021, each employer under | ||||||
18 | this Article shall pay a required contribution determined as a | ||||||
19 | percentage of projected payroll and sufficient to produce an | ||||||
20 | annual amount equal to: | ||||||
21 | (1) for fiscal year 2021, the normal cost of each | ||||||
22 | member employed by the employer, other than a member | ||||||
23 | covered by subsection (b-4) of this Section, less the | ||||||
24 | employee contribution; and | ||||||
25 | (2) for fiscal year 2022 and each fiscal year | ||||||
26 | thereafter, the amount required for that fiscal year to |
| |||||||
| |||||||
1 | amortize any unfunded actuarial accrued liability accrued | ||||||
2 | from differences between estimated and actual normal cost | ||||||
3 | rates paid by the employer determined as a level percentage | ||||||
4 | of payroll over a 30-year rolling amortization period. | ||||||
5 | In determining the contributions required under item (1) of | ||||||
6 | this subsection (b-5), the System shall determine an aggregate | ||||||
7 | rate for all employers, expressed as a percentage of projected | ||||||
8 | payroll. In determining contributions required under item (2) | ||||||
9 | of this subsection (b-5), the amount shall be computed by the | ||||||
10 | System on the basis of actuarial assumptions and tables used in | ||||||
11 | the most recent actuarial valuation of the System that is | ||||||
12 | available at the time of the computation. The contributions | ||||||
13 | required under this subsection (b-5) shall be paid by the | ||||||
14 | employer concurrently with that employer's payroll payment | ||||||
15 | period. The State as the actual employer of an employee shall | ||||||
16 | make the required contributions under this subsection (b-5). | ||||||
17 | The System shall certify the required contribution of each | ||||||
18 | employer under this Article pursuant to this subsection (b-5) | ||||||
19 | and submit that certification and its aggregate rate for all | ||||||
20 | employers to the State Superintendent of Education by February | ||||||
21 | 15th of each year or upon a date mutually agreed upon by the | ||||||
22 | System and State Superintendent of Education. Nothing in this | ||||||
23 | amendatory Act of the 101st General Assembly shall be construed | ||||||
24 | to apply to or alter the existing contribution obligations on | ||||||
25 | an employer of a teacher defined under paragraph (2), (3), (4), | ||||||
26 | (5), (8), or (10) of Section 16-106 of this Code. |
| |||||||
| |||||||
1 | (c) Payment of the required State contributions and of all | ||||||
2 | pensions,
retirement annuities, death benefits, refunds, and | ||||||
3 | other benefits granted
under or assumed by this System, and all | ||||||
4 | expenses in connection with the
administration and operation | ||||||
5 | thereof, are obligations of the State.
| ||||||
6 | If members are paid from special trust or federal funds | ||||||
7 | which are
administered by the employing unit, whether school | ||||||
8 | district or other
unit, the employing unit shall pay to the | ||||||
9 | System from such
funds the full accruing retirement costs based | ||||||
10 | upon that
service, which, beginning July 1, 2017, shall be at a | ||||||
11 | rate, expressed as a percentage of salary, equal to the total | ||||||
12 | employer's normal cost, expressed as a percentage of payroll, | ||||||
13 | as determined by the System. Employer contributions, based on
| ||||||
14 | salary paid to members from federal funds, may be forwarded by | ||||||
15 | the distributing
agency of the State of Illinois to the System | ||||||
16 | prior to allocation, in an
amount determined in accordance with | ||||||
17 | guidelines established by such
agency and the System. Any | ||||||
18 | contribution for fiscal year 2015 collected as a result of the | ||||||
19 | change made by Public Act 98-674 shall be considered a State | ||||||
20 | contribution under subsection (b-3) of this Section.
| ||||||
21 | (d) Effective July 1, 1986, any employer of a teacher as | ||||||
22 | defined in
paragraph (8) of Section 16-106 shall pay the | ||||||
23 | employer's normal cost
of benefits based upon the teacher's | ||||||
24 | service, in addition to
employee contributions, as determined | ||||||
25 | by the System. Such employer
contributions shall be forwarded | ||||||
26 | monthly in accordance with guidelines
established by the |
| |||||||
| |||||||
1 | System.
| ||||||
2 | However, with respect to benefits granted under Section | ||||||
3 | 16-133.4 or
16-133.5 to a teacher as defined in paragraph (8) | ||||||
4 | of Section 16-106, the
employer's contribution shall be 12% | ||||||
5 | (rather than 20%) of the member's
highest annual salary rate | ||||||
6 | for each year of creditable service granted, and
the employer | ||||||
7 | shall also pay the required employee contribution on behalf of
| ||||||
8 | the teacher. For the purposes of Sections 16-133.4 and | ||||||
9 | 16-133.5, a teacher
as defined in paragraph (8) of Section | ||||||
10 | 16-106 who is serving in that capacity
while on leave of | ||||||
11 | absence from another employer under this Article shall not
be | ||||||
12 | considered an employee of the employer from which the teacher | ||||||
13 | is on leave.
| ||||||
14 | (e) Beginning July 1, 1998, every employer of a teacher
| ||||||
15 | shall pay to the System an employer contribution computed as | ||||||
16 | follows:
| ||||||
17 | (1) Beginning July 1, 1998 through June 30, 1999, the | ||||||
18 | employer
contribution shall be equal to 0.3% of each | ||||||
19 | teacher's salary.
| ||||||
20 | (2) Beginning July 1, 1999 and thereafter, the employer
| ||||||
21 | contribution shall be equal to 0.58% of each teacher's | ||||||
22 | salary.
| ||||||
23 | The school district or other employing unit may pay these | ||||||
24 | employer
contributions out of any source of funding available | ||||||
25 | for that purpose and
shall forward the contributions to the | ||||||
26 | System on the schedule established
for the payment of member |
| |||||||
| |||||||
1 | contributions.
| ||||||
2 | These employer contributions are intended to offset a | ||||||
3 | portion of the cost
to the System of the increases in | ||||||
4 | retirement benefits resulting from Public Act 90-582.
| ||||||
5 | Each employer of teachers is entitled to a credit against | ||||||
6 | the contributions
required under this subsection (e) with | ||||||
7 | respect to salaries paid to teachers
for the period January 1, | ||||||
8 | 2002 through June 30, 2003, equal to the amount paid
by that | ||||||
9 | employer under subsection (a-5) of Section 6.6 of the State | ||||||
10 | Employees
Group Insurance Act of 1971 with respect to salaries | ||||||
11 | paid to teachers for that
period.
| ||||||
12 | The additional 1% employee contribution required under | ||||||
13 | Section 16-152 by Public Act 90-582
is the responsibility of | ||||||
14 | the teacher and not the
teacher's employer, unless the employer | ||||||
15 | agrees, through collective bargaining
or otherwise, to make the | ||||||
16 | contribution on behalf of the teacher.
| ||||||
17 | If an employer is required by a contract in effect on May | ||||||
18 | 1, 1998 between the
employer and an employee organization to | ||||||
19 | pay, on behalf of all its full-time
employees
covered by this | ||||||
20 | Article, all mandatory employee contributions required under
| ||||||
21 | this Article, then the employer shall be excused from paying | ||||||
22 | the employer
contribution required under this subsection (e) | ||||||
23 | for the balance of the term
of that contract. The employer and | ||||||
24 | the employee organization shall jointly
certify to the System | ||||||
25 | the existence of the contractual requirement, in such
form as | ||||||
26 | the System may prescribe. This exclusion shall cease upon the
|
| |||||||
| |||||||
1 | termination, extension, or renewal of the contract at any time | ||||||
2 | after May 1,
1998.
| ||||||
3 | (f) If June 4, 2018 (Public Act 100-587) the amount of a | ||||||
4 | teacher's salary for any school year used to determine final | ||||||
5 | average salary exceeds the member's annual full-time salary | ||||||
6 | rate with the same employer for the previous school year by | ||||||
7 | more than 6%, the teacher's employer shall pay to the System, | ||||||
8 | in addition to all other payments required under this Section | ||||||
9 | and in accordance with guidelines established by the System, | ||||||
10 | the present value of the increase in benefits resulting from | ||||||
11 | the portion of the increase in salary that is in excess of 6%. | ||||||
12 | This present value shall be computed by the System on the basis | ||||||
13 | of the actuarial assumptions and tables used in the most recent | ||||||
14 | actuarial valuation of the System that is available at the time | ||||||
15 | of the computation. If a teacher's salary for the 2005-2006 | ||||||
16 | school year is used to determine final average salary under | ||||||
17 | this subsection (f), then the changes made to this subsection | ||||||
18 | (f) by Public Act 94-1057 shall apply in calculating whether | ||||||
19 | the increase in his or her salary is in excess of 6%. For the | ||||||
20 | purposes of this Section, change in employment under Section | ||||||
21 | 10-21.12 of the School Code on or after June 1, 2005 shall | ||||||
22 | constitute a change in employer. The System may require the | ||||||
23 | employer to provide any pertinent information or | ||||||
24 | documentation.
The changes made to this subsection (f) by | ||||||
25 | Public Act 94-1111 apply without regard to whether the teacher | ||||||
26 | was in service on or after its effective date.
|
| |||||||
| |||||||
1 | Whenever it determines that a payment is or may be required | ||||||
2 | under this subsection, the System shall calculate the amount of | ||||||
3 | the payment and bill the employer for that amount. The bill | ||||||
4 | shall specify the calculations used to determine the amount | ||||||
5 | due. If the employer disputes the amount of the bill, it may, | ||||||
6 | within 30 days after receipt of the bill, apply to the System | ||||||
7 | in writing for a recalculation. The application must specify in | ||||||
8 | detail the grounds of the dispute and, if the employer asserts | ||||||
9 | that the calculation is subject to subsection (g) or (h) of | ||||||
10 | this Section, must include an affidavit setting forth and | ||||||
11 | attesting to all facts within the employer's knowledge that are | ||||||
12 | pertinent to the applicability of that subsection. Upon | ||||||
13 | receiving a timely application for recalculation, the System | ||||||
14 | shall review the application and, if appropriate, recalculate | ||||||
15 | the amount due.
| ||||||
16 | The employer contributions required under this subsection | ||||||
17 | (f) may be paid in the form of a lump sum within 90 days after | ||||||
18 | receipt of the bill. If the employer contributions are not paid | ||||||
19 | within 90 days after receipt of the bill, then interest will be | ||||||
20 | charged at a rate equal to the System's annual actuarially | ||||||
21 | assumed rate of return on investment compounded annually from | ||||||
22 | the 91st day after receipt of the bill. Payments must be | ||||||
23 | concluded within 3 years after the employer's receipt of the | ||||||
24 | bill.
| ||||||
25 | (f-1) (Blank). June 4, 2018 (Public Act 100-587) | ||||||
26 | (g) This subsection (g) applies only to payments made or |
| |||||||
| |||||||
1 | salary increases given on or after June 1, 2005 but before July | ||||||
2 | 1, 2011. The changes made by Public Act 94-1057 shall not | ||||||
3 | require the System to refund any payments received before
July | ||||||
4 | 31, 2006 (the effective date of Public Act 94-1057). | ||||||
5 | When assessing payment for any amount due under subsection | ||||||
6 | (f), the System shall exclude salary increases paid to teachers | ||||||
7 | under contracts or collective bargaining agreements entered | ||||||
8 | into, amended, or renewed before June 1, 2005.
| ||||||
9 | When assessing payment for any amount due under subsection | ||||||
10 | (f), the System shall exclude salary increases paid to a | ||||||
11 | teacher at a time when the teacher is 10 or more years from | ||||||
12 | retirement eligibility under Section 16-132 or 16-133.2.
| ||||||
13 | When assessing payment for any amount due under subsection | ||||||
14 | (f), the System shall exclude salary increases resulting from | ||||||
15 | overload work, including summer school, when the school | ||||||
16 | district has certified to the System, and the System has | ||||||
17 | approved the certification, that (i) the overload work is for | ||||||
18 | the sole purpose of classroom instruction in excess of the | ||||||
19 | standard number of classes for a full-time teacher in a school | ||||||
20 | district during a school year and (ii) the salary increases are | ||||||
21 | equal to or less than the rate of pay for classroom instruction | ||||||
22 | computed on the teacher's current salary and work schedule.
| ||||||
23 | When assessing payment for any amount due under subsection | ||||||
24 | (f), the System shall exclude a salary increase resulting from | ||||||
25 | a promotion (i) for which the employee is required to hold a | ||||||
26 | certificate or supervisory endorsement issued by the State |
| |||||||
| |||||||
1 | Teacher Certification Board that is a different certification | ||||||
2 | or supervisory endorsement than is required for the teacher's | ||||||
3 | previous position and (ii) to a position that has existed and | ||||||
4 | been filled by a member for no less than one complete academic | ||||||
5 | year and the salary increase from the promotion is an increase | ||||||
6 | that results in an amount no greater than the lesser of the | ||||||
7 | average salary paid for other similar positions in the district | ||||||
8 | requiring the same certification or the amount stipulated in | ||||||
9 | the collective bargaining agreement for a similar position | ||||||
10 | requiring the same certification.
| ||||||
11 | When assessing payment for any amount due under subsection | ||||||
12 | (f), the System shall exclude any payment to the teacher from | ||||||
13 | the State of Illinois or the State Board of Education over | ||||||
14 | which the employer does not have discretion, notwithstanding | ||||||
15 | that the payment is included in the computation of final | ||||||
16 | average salary.
| ||||||
17 | (h) When assessing payment for any amount due under | ||||||
18 | subsection (f), the System shall exclude any salary increase | ||||||
19 | described in subsection (g) of this Section given on or after | ||||||
20 | July 1, 2011 but before July 1, 2014 under a contract or | ||||||
21 | collective bargaining agreement entered into, amended, or | ||||||
22 | renewed on or after June 1, 2005 but before July 1, 2011. | ||||||
23 | Notwithstanding any other provision of this Section, any | ||||||
24 | payments made or salary increases given after June 30, 2014 | ||||||
25 | shall be used in assessing payment for any amount due under | ||||||
26 | subsection (f) of this Section.
|
| |||||||
| |||||||
1 | (i) The System shall prepare a report and file copies of | ||||||
2 | the report with the Governor and the General Assembly by | ||||||
3 | January 1, 2007 that contains all of the following information: | ||||||
4 | (1) The number of recalculations required by the | ||||||
5 | changes made to this Section by Public Act 94-1057 for each | ||||||
6 | employer. | ||||||
7 | (2) The dollar amount by which each employer's | ||||||
8 | contribution to the System was changed due to | ||||||
9 | recalculations required by Public Act 94-1057. | ||||||
10 | (3) The total amount the System received from each | ||||||
11 | employer as a result of the changes made to this Section by | ||||||
12 | Public Act 94-4. | ||||||
13 | (4) The increase in the required State contribution | ||||||
14 | resulting from the changes made to this Section by Public | ||||||
15 | Act 94-1057.
| ||||||
16 | (i-5) For school years beginning on or after July 1, 2017, | ||||||
17 | if the amount of a participant's salary for any school year | ||||||
18 | exceeds the amount of the salary set for the Governor, the | ||||||
19 | participant's employer shall pay to the System, in addition to | ||||||
20 | all other payments required under this Section and in | ||||||
21 | accordance with guidelines established by the System, an amount | ||||||
22 | determined by the System to be equal to the employer normal | ||||||
23 | cost, as established by the System and expressed as a total | ||||||
24 | percentage of payroll, multiplied by the amount of salary in | ||||||
25 | excess of the amount of the salary set for the Governor. This | ||||||
26 | amount shall be computed by the System on the basis of the |
| |||||||
| |||||||
1 | actuarial assumptions and tables used in the most recent | ||||||
2 | actuarial valuation of the System that is available at the time | ||||||
3 | of the computation. The System may require the employer to | ||||||
4 | provide any pertinent information or documentation. | ||||||
5 | Whenever it determines that a payment is or may be required | ||||||
6 | under this subsection, the System shall calculate the amount of | ||||||
7 | the payment and bill the employer for that amount. The bill | ||||||
8 | shall specify the calculations used to determine the amount | ||||||
9 | due. If the employer disputes the amount of the bill, it may, | ||||||
10 | within 30 days after receipt of the bill, apply to the System | ||||||
11 | in writing for a recalculation. The application must specify in | ||||||
12 | detail the grounds of the dispute. Upon receiving a timely | ||||||
13 | application for recalculation, the System shall review the | ||||||
14 | application and, if appropriate, recalculate the amount due. | ||||||
15 | The employer contributions required under this subsection | ||||||
16 | may be paid in the form of a lump sum within 90 days after | ||||||
17 | receipt of the bill. If the employer contributions are not paid | ||||||
18 | within 90 days after receipt of the bill, then interest will be | ||||||
19 | charged at a rate equal to the System's annual actuarially | ||||||
20 | assumed rate of return on investment compounded annually from | ||||||
21 | the 91st day after receipt of the bill. Payments must be | ||||||
22 | concluded within 3 years after the employer's receipt of the | ||||||
23 | bill. | ||||||
24 | (j) For purposes of determining the required State | ||||||
25 | contribution to the System, the value of the System's assets | ||||||
26 | shall be equal to the actuarial value of the System's assets, |
| |||||||
| |||||||
1 | which shall be calculated as follows: | ||||||
2 | As of June 30, 2008, the actuarial value of the System's | ||||||
3 | assets shall be equal to the market value of the assets as of | ||||||
4 | that date. In determining the actuarial value of the System's | ||||||
5 | assets for fiscal years after June 30, 2008, any actuarial | ||||||
6 | gains or losses from investment return incurred in a fiscal | ||||||
7 | year shall be recognized in equal annual amounts over the | ||||||
8 | 5-year period following that fiscal year. | ||||||
9 | (k) For purposes of determining the required State | ||||||
10 | contribution to the system for a particular year, the actuarial | ||||||
11 | value of assets shall be assumed to earn a rate of return equal | ||||||
12 | to the system's actuarially assumed rate of return. | ||||||
13 | (Source: P.A. 100-23, eff. 7-6-17; 100-340, eff. 8-25-17; | ||||||
14 | 100-587, eff. 6-4-18; 100-624, eff. 7-20-18; 100-863, eff. | ||||||
15 | 8-14-18; 101-10, eff. 6-5-19; 101-81, eff. 7-12-19; revised | ||||||
16 | 8-13-19.)
| ||||||
17 | (40 ILCS 5/17-127) (from Ch. 108 1/2, par. 17-127)
| ||||||
18 | Sec. 17-127. Financing; revenues for the Fund.
| ||||||
19 | (a) The revenues for the Fund shall consist of: (1) amounts | ||||||
20 | paid into
the Fund by contributors thereto and from employer | ||||||
21 | contributions and State
appropriations in accordance with this | ||||||
22 | Article; (2) amounts contributed to the
Fund by an Employer; | ||||||
23 | (3) amounts contributed to the Fund pursuant to any law
now in | ||||||
24 | force or hereafter to be enacted; (4) contributions from any | ||||||
25 | other
source; and (5) the earnings on investments.
|
| |||||||
| |||||||
1 | (b) The General Assembly finds that for many years the | ||||||
2 | State has
contributed to the Fund an annual amount that is | ||||||
3 | between 20% and 30% of the
amount of the annual State | ||||||
4 | contribution to the Article 16 retirement system,
and the | ||||||
5 | General Assembly declares that it is its goal and intention to | ||||||
6 | continue
this level of contribution to the Fund in the future.
| ||||||
7 | (c) Beginning in State fiscal year 1999, the State shall | ||||||
8 | include in its annual
contribution to the Fund an additional | ||||||
9 | amount equal to 0.544% of the Fund's
total teacher payroll; | ||||||
10 | except that this additional contribution need not be
made in a | ||||||
11 | fiscal year if the Board has certified in the previous fiscal | ||||||
12 | year
that the Fund is at least 90% funded, based on actuarial | ||||||
13 | determinations. These
additional State contributions are | ||||||
14 | intended to offset a portion of the cost to
the Fund of the | ||||||
15 | increases in retirement benefits resulting from this | ||||||
16 | amendatory
Act of 1998.
| ||||||
17 | (d) In addition to any other contribution required under | ||||||
18 | this Article, including the contribution required under | ||||||
19 | subsection (c), the State shall contribute to the Fund the | ||||||
20 | following amounts: | ||||||
21 | (1) For State fiscal year 2018, the State shall | ||||||
22 | contribute $221,300,000 for the employer normal cost for | ||||||
23 | fiscal year 2018 and the amount allowed under paragraph (3) | ||||||
24 | of Section 17-142.1 of this Code to defray health insurance | ||||||
25 | costs. Funds for this paragraph (1) shall come from funds | ||||||
26 | appropriated for Evidence-Based Funding pursuant to |
| |||||||
| |||||||
1 | Section 18-8.15 of the School Code. | ||||||
2 | (2) Beginning in State fiscal year 2019 through State | ||||||
3 | fiscal year 2020 , the State
shall contribute for each | ||||||
4 | fiscal year an amount to be
determined by the Fund , equal | ||||||
5 | to the employer normal cost
for that fiscal year, plus the | ||||||
6 | amount allowed pursuant to paragraph (3) of Section | ||||||
7 | 17-142.1 to defray health insurance costs. Beginning in | ||||||
8 | State fiscal year 2021, the State shall contribute for each | ||||||
9 | fiscal year an amount to be determined by the Fund equal to | ||||||
10 | the amount allowed pursuant to paragraph (3) of Section | ||||||
11 | 17-142.1 to defray health insurance costs. | ||||||
12 | (e) The Board shall determine the amount of State | ||||||
13 | contributions required for each fiscal year on the basis of the | ||||||
14 | actuarial tables and other assumptions adopted by the Board and | ||||||
15 | the recommendations of the actuary. On or before November 1 of | ||||||
16 | each year, beginning November 1, 2017, the Board shall submit | ||||||
17 | to the State Actuary, the Governor, and the General Assembly a | ||||||
18 | proposed certification of the amount of the required State | ||||||
19 | contribution to the Fund for the next fiscal year, along with | ||||||
20 | all of the actuarial assumptions, calculations, and data upon | ||||||
21 | which that proposed certification is based. | ||||||
22 | On or before January 1 of each year, beginning January 1,
| ||||||
23 | 2018, the State Actuary shall issue a preliminary report
| ||||||
24 | concerning the proposed certification and identifying, if
| ||||||
25 | necessary, recommended changes in actuarial assumptions that
| ||||||
26 | the Board must consider before finalizing its certification of
|
| |||||||
| |||||||
1 | the required State contributions. | ||||||
2 | (f) On or before January 15, 2018 and each January 15 | ||||||
3 | thereafter, the Board shall certify to the Governor and the
| ||||||
4 | General Assembly the amount of the required State contribution
| ||||||
5 | for the next fiscal year. The certification shall include a
| ||||||
6 | copy of the actuarial recommendations upon which it is based
| ||||||
7 | and shall specifically identify the Fund's projected employer
| ||||||
8 | normal cost for that fiscal year. The Board's certification
| ||||||
9 | must note any deviations from the State Actuary's recommended
| ||||||
10 | changes, the reason or reasons for not following the State
| ||||||
11 | Actuary's recommended changes, and the fiscal impact of not
| ||||||
12 | following the State Actuary's recommended changes on the
| ||||||
13 | required State contribution. | ||||||
14 | For the purposes of this Article, including issuing | ||||||
15 | vouchers, and for the purposes of subsection (h) of Section 1.1 | ||||||
16 | of the State Pension Funds Continuing Appropriation Act, the | ||||||
17 | State contribution specified for State fiscal year 2018 shall | ||||||
18 | be deemed to have been certified, by operation of law and | ||||||
19 | without official action by the Board or the State Actuary, in | ||||||
20 | the amount provided in subsection (c) and subsection (d) of | ||||||
21 | this Section. | ||||||
22 | (g) For State fiscal year 2018, the State Board of | ||||||
23 | Education shall submit vouchers, as directed by the Board, for | ||||||
24 | payment of State contributions to the Fund for the required | ||||||
25 | annual State contribution under subsection (d) of this Section. | ||||||
26 | These vouchers shall be paid by the State Comptroller and |
| |||||||
| |||||||
1 | Treasurer by warrants drawn on the amount appropriated to the | ||||||
2 | State Board of Education from the Common School Fund in Section | ||||||
3 | 5 of Article 97 of Public Act 100-21. If State appropriations | ||||||
4 | for State fiscal year 2018 are less than the amount lawfully | ||||||
5 | vouchered under this subsection, the difference shall be paid | ||||||
6 | from the Common School Fund under the continuing appropriation | ||||||
7 | authority provided in Section 1.1 of the State Pension Funds | ||||||
8 | Continuing Appropriation Act. | ||||||
9 | (h) For State fiscal year 2018, the Board shall submit | ||||||
10 | vouchers for the payment of State contributions to the Fund for | ||||||
11 | the required annual State contribution under subsection (c) of | ||||||
12 | this Section. Beginning in State fiscal year 2019, the Board | ||||||
13 | shall submit vouchers for payment of State contributions to the | ||||||
14 | Fund for the required annual State contribution under | ||||||
15 | subsections (c) and (d) of this Section. These vouchers shall | ||||||
16 | be paid by the State Comptroller and Treasurer by warrants | ||||||
17 | drawn on the funds appropriated to the Fund for that fiscal | ||||||
18 | year. If State appropriations to the Fund for the applicable | ||||||
19 | fiscal year are less than the amount lawfully vouchered under | ||||||
20 | this subsection, the difference shall be paid from the Common | ||||||
21 | School Fund under the continuing appropriation authority | ||||||
22 | provided in Section 1.1 of the State Pension Funds Continuing | ||||||
23 | Appropriation Act. | ||||||
24 | (i) The Board shall determine the amount of employer normal | ||||||
25 | cost to be paid by the Board of Education for its contributors, | ||||||
26 | members, and teachers participating in the Fund each fiscal |
| |||||||
| |||||||
1 | year on the basis of the actuarial tables and other assumptions | ||||||
2 | adopted by the Board and the recommendations of the actuary. | ||||||
3 | The Board of Education shall contribute the amount certified by | ||||||
4 | the Board as its employer normal cost to the Fund pursuant to | ||||||
5 | Section 17-129 of this Code. | ||||||
6 | On or before November 1 of each year, the Board shall | ||||||
7 | submit to the State Actuary, the Governor, and the General | ||||||
8 | Assembly a proposed certification of the amount of the required | ||||||
9 | Board of Education employer normal cost contributions to the | ||||||
10 | Fund for the next fiscal year, along with all of the actuarial | ||||||
11 | assumptions, calculations, and data upon which that proposed | ||||||
12 | certification is based. | ||||||
13 | On or before January 1 of each year, the State Actuary | ||||||
14 | shall issue a preliminary report concerning the proposed | ||||||
15 | certification and identifying, if necessary, recommended | ||||||
16 | changes in actuarial assumptions that the Board must consider | ||||||
17 | before finalizing its certification of the required State | ||||||
18 | contributions. | ||||||
19 | (j) On or before January 15 of each year, the Board shall | ||||||
20 | certify to the Governor and the General Assembly the amount of | ||||||
21 | the Board of Education's employer normal cost contribution for | ||||||
22 | the next fiscal year. The certification shall include a copy of | ||||||
23 | the actuarial recommendations upon which it is based and shall | ||||||
24 | specifically identify the Fund's projected employer normal | ||||||
25 | cost for that fiscal year. The Board's certification must note | ||||||
26 | any deviations from the State Actuary's recommended changes, |
| |||||||
| |||||||
1 | the reason or reasons for not following the State Actuary's | ||||||
2 | recommended changes, and the fiscal impact of not following the | ||||||
3 | State Actuary's recommended changes on the required State | ||||||
4 | contribution. | ||||||
5 | (k) Beginning in State fiscal year 2021, the Board shall | ||||||
6 | submit vouchers for the payment of the amount equal to the | ||||||
7 | employer normal cost contributions made by the Board of | ||||||
8 | Education pursuant to Section 17-129 of this Code as determined | ||||||
9 | by the Board under subsection (i) of this Section. These | ||||||
10 | vouchers shall be paid by the State Comptroller and State | ||||||
11 | Treasurer by warrants drawn on the funds appropriated to the | ||||||
12 | State Board of Education for that fiscal year, and the State | ||||||
13 | Board of Education shall distribute the funds it receives | ||||||
14 | pursuant to the provisions of subsection (e) of Section 18-8.15 | ||||||
15 | of the School Code. If State appropriations to the State Board | ||||||
16 | of Education for the applicable fiscal year are less than the | ||||||
17 | amount lawfully vouchered under this subsection (k), the | ||||||
18 | difference shall be paid from the Common School Fund under the | ||||||
19 | continuing appropriation authority provided in Section 1.1 of | ||||||
20 | the State Pension Funds Continuing Appropriation Act. | ||||||
21 | (Source: P.A. 100-465, eff. 8-31-17.)
| ||||||
22 | (40 ILCS 5/17-129) (from Ch. 108 1/2, par. 17-129) | ||||||
23 | Sec. 17-129. Employer contributions; deficiency in Fund. | ||||||
24 | (a) If in any fiscal year of the Board of Education ending | ||||||
25 | prior to 1997 the
total amounts paid to the Fund from the Board |
| |||||||
| |||||||
1 | of Education (other than under
this subsection, and other than | ||||||
2 | amounts used for making or "picking up"
contributions on behalf | ||||||
3 | of teachers) and from the State do not equal the total
| ||||||
4 | contributions made by or on behalf of the teachers for such | ||||||
5 | year, or if the
total income of the Fund in any such fiscal | ||||||
6 | year of the Board of Education from
all sources is less than | ||||||
7 | the total such expenditures by the Fund for such year,
the | ||||||
8 | Board of Education shall, in the next succeeding year, in | ||||||
9 | addition to any
other payment to the Fund set apart and | ||||||
10 | appropriate from moneys from its tax
levy for educational | ||||||
11 | purposes, a sum sufficient to remove such deficiency or
| ||||||
12 | deficiencies, and promptly pay such sum into the Fund in order | ||||||
13 | to restore any
of the reserves of the Fund that may have been | ||||||
14 | so temporarily applied. Any
amounts received by the Fund after | ||||||
15 | December 4, 1997 from State appropriations, including under | ||||||
16 | Section
17-127, shall be a credit against and shall fully | ||||||
17 | satisfy any obligation that
may have arisen, or be claimed to | ||||||
18 | have arisen, under this subsection (a) as a
result of any | ||||||
19 | deficiency or deficiencies in the fiscal year of the Board of
| ||||||
20 | Education ending in calendar year 1997. | ||||||
21 | (b) (i) Notwithstanding any other provision of this | ||||||
22 | Section, and notwithstanding any prior certification by the | ||||||
23 | Board under subsection (c) for fiscal year 2011, the Board of | ||||||
24 | Education's total required contribution to the Fund for fiscal | ||||||
25 | year 2011 under this Section is $187,000,000. | ||||||
26 | (ii) Notwithstanding any other provision of this Section, |
| |||||||
| |||||||
1 | the Board of Education's total required contribution to the | ||||||
2 | Fund for fiscal year 2012 under this Section is $192,000,000. | ||||||
3 | (iii) Notwithstanding any other provision of this Section, | ||||||
4 | the Board of Education's total required contribution to the | ||||||
5 | Fund for fiscal year 2013 under this Section is $196,000,000. | ||||||
6 | (iv) For fiscal years 2014 through 2059, the minimum | ||||||
7 | contribution to the Fund to be made by the Board of Education | ||||||
8 | in each fiscal year shall be an amount determined by the Fund | ||||||
9 | to be sufficient to bring the total assets of the Fund up to | ||||||
10 | 90% of the total actuarial liabilities of the Fund by the end | ||||||
11 | of fiscal year 2059 , including, beginning with fiscal year | ||||||
12 | 2021, an amount equal to the Board of Education's employer | ||||||
13 | normal cost as determined by the Fund pursuant to subsection | ||||||
14 | (i) of Section 17-127 of this Code . In making these | ||||||
15 | determinations, the required Board of Education contribution | ||||||
16 | shall be calculated each year as a level percentage of the | ||||||
17 | applicable employee payrolls over the years remaining to and | ||||||
18 | including fiscal year 2059 and shall be determined under the | ||||||
19 | projected unit credit actuarial cost method. | ||||||
20 | (v) Beginning in fiscal year 2060, the minimum Board of | ||||||
21 | Education contribution for each fiscal year shall be the amount | ||||||
22 | needed to maintain the total assets of the Fund at 90% of the | ||||||
23 | total actuarial liabilities of the Fund. | ||||||
24 | (vi) Notwithstanding any other provision of this | ||||||
25 | subsection (b), for any fiscal year, the contribution to the | ||||||
26 | Fund from the Board of Education shall not be required to be in |
| |||||||
| |||||||
1 | excess of the amount calculated as needed to maintain the | ||||||
2 | assets (or cause the assets to be) at the 90% level by the end | ||||||
3 | of the fiscal year. | ||||||
4 | (vii) Any contribution by the State to or for the benefit | ||||||
5 | of the Fund, including, without limitation, as referred to | ||||||
6 | under Section 17-127, shall be a credit against any | ||||||
7 | contribution required to be made by the Board of Education | ||||||
8 | under this subsection (b). | ||||||
9 | (c) The Board shall determine the amount of Board of | ||||||
10 | Education
contributions required for each fiscal year on the | ||||||
11 | basis of the actuarial
tables and other assumptions adopted by | ||||||
12 | the Board and the recommendations of
the actuary, in order to | ||||||
13 | meet the minimum contribution requirements of
subsections (a) | ||||||
14 | and (b). Annually, on or before February 28, the Board shall
| ||||||
15 | certify to the Board of Education the amount of the required | ||||||
16 | Board of Education
contribution for the coming fiscal year. The | ||||||
17 | certification shall include a
copy of the actuarial | ||||||
18 | recommendations upon which it is based. | ||||||
19 | (Source: P.A. 96-889, eff. 4-14-10.) | ||||||
20 | Section 10. The State Pension Funds Continuing | ||||||
21 | Appropriation Act is amended by changing Section 1.1 and by | ||||||
22 | adding Section 1.10 as follows:
| ||||||
23 | (40 ILCS 15/1.1)
| ||||||
24 | Sec. 1.1. Appropriations to certain retirement systems.
|
| |||||||
| |||||||
1 | (a) There is hereby appropriated from the General Revenue | ||||||
2 | Fund to the
General Assembly Retirement System, on a continuing | ||||||
3 | monthly basis, the amount,
if any, by which the total available | ||||||
4 | amount of all other appropriations to that
retirement system | ||||||
5 | for the payment of State contributions is less than the total
| ||||||
6 | amount of the vouchers for required State contributions | ||||||
7 | lawfully submitted by
the retirement system for that month | ||||||
8 | under Section 2-134 of the Illinois
Pension Code.
| ||||||
9 | (b) There is hereby appropriated from the General Revenue | ||||||
10 | Fund to the
State Universities Retirement System, on a | ||||||
11 | continuing monthly basis, the
amount, if any, by which the | ||||||
12 | total available amount of all other appropriations
to that | ||||||
13 | retirement system for the payment of State contributions, | ||||||
14 | including
any deficiency in the required contributions of the | ||||||
15 | optional
retirement program established under Section 15-158.2 | ||||||
16 | of the Illinois Pension
Code,
is less than
the total amount of | ||||||
17 | the vouchers for required State contributions lawfully
| ||||||
18 | submitted by the retirement system for that month under Section | ||||||
19 | 15-165 of the
Illinois Pension Code.
| ||||||
20 | (c) There is hereby appropriated from the Common School | ||||||
21 | Fund to the
Teachers' Retirement System of the State of | ||||||
22 | Illinois,
on a continuing monthly basis, the amount, if any, by | ||||||
23 | which the total
available amount of all other appropriations to | ||||||
24 | that retirement system for the
payment of State contributions | ||||||
25 | is less than the total amount of the vouchers
for required | ||||||
26 | State contributions lawfully submitted by the retirement |
| |||||||
| |||||||
1 | system
for that month under Section 16-158 of the Illinois | ||||||
2 | Pension Code.
| ||||||
3 | (d) There is hereby appropriated from the General Revenue | ||||||
4 | Fund to the Judges
Retirement System of Illinois, on a | ||||||
5 | continuing monthly basis, the amount, if
any, by which the | ||||||
6 | total available amount of all other appropriations to that
| ||||||
7 | retirement system for the payment of State contributions is | ||||||
8 | less than the total
amount of the vouchers for required State | ||||||
9 | contributions lawfully submitted by
the retirement system for | ||||||
10 | that month under Section 18-140 of the Illinois
Pension Code.
| ||||||
11 | (e) The continuing appropriations provided by subsections | ||||||
12 | (a), (b), (c), and (d) of this Section shall first
be available | ||||||
13 | in State fiscal year 1996. The continuing appropriations | ||||||
14 | provided by subsection (h) of this Section shall first
be | ||||||
15 | available as provided in that subsection (h).
| ||||||
16 | (f) For State fiscal year 2010 only, the continuing | ||||||
17 | appropriations provided by this Section are equal to the amount | ||||||
18 | certified by each System on or before December 31, 2008, less | ||||||
19 | (i) the gross proceeds of the bonds sold in fiscal year 2010 | ||||||
20 | under the authorization contained in subsection (a) of Section | ||||||
21 | 7.2 of the General Obligation Bond Act and (ii) any amounts | ||||||
22 | received from the State Pensions Fund. | ||||||
23 | (g) For State fiscal year 2011 only, the continuing | ||||||
24 | appropriations provided by this Section are equal to the amount
| ||||||
25 | certified by each System on or before April 1, 2011, less
(i) | ||||||
26 | the gross proceeds of the bonds sold in fiscal year 2011
under |
| |||||||
| |||||||
1 | the authorization contained in subsection (a) of Section
7.2 of | ||||||
2 | the General Obligation Bond Act and (ii) any amounts
received | ||||||
3 | from the State Pensions Fund. | ||||||
4 | (h) There is hereby appropriated from the Common School | ||||||
5 | Fund to the
Public School Teachers' Pension and Retirement Fund | ||||||
6 | of Chicago,
on a continuing basis, the amount, if any, by which | ||||||
7 | the total
available amount of all other State appropriations to | ||||||
8 | that Retirement Fund for the
payment of State contributions | ||||||
9 | under Section 17-127 of the Illinois Pension Code is less than | ||||||
10 | the total amount of the vouchers
for required State | ||||||
11 | contributions lawfully submitted by the Retirement Fund or the | ||||||
12 | State Board of Education, under that Section 17-127. | ||||||
13 | (i) There is hereby appropriated from the Common School | ||||||
14 | Fund to the State Board of Education, on a continuing annual | ||||||
15 | basis in each State fiscal year beginning with State fiscal | ||||||
16 | year 2021, the amount certified by the Public School Teachers' | ||||||
17 | Pension and Retirement Fund of Chicago pursuant to subsection | ||||||
18 | (i) of Section 17-127 of the Illinois Pension Code for the | ||||||
19 | employer normal cost paid or owed by the board of education of | ||||||
20 | a school district organized under Article 34 of the School | ||||||
21 | Code; provided that the amount appropriated under this | ||||||
22 | subsection (i) after State fiscal year 2021 shall be no less | ||||||
23 | than the amount appropriated in State fiscal year 2021. The | ||||||
24 | State Board of Education shall distribute the certified amount | ||||||
25 | it receives under this subsection (i) pursuant to the | ||||||
26 | provisions of subsection (e) of Section 18-8.15 of the School |
| |||||||
| |||||||
1 | Code. | ||||||
2 | (Source: P.A. 100-465, eff. 8-31-17.)
| ||||||
3 | (40 ILCS 15/1.10 new) | ||||||
4 | Sec. 1.10. Accelerating Equity appropriations to school | ||||||
5 | districts. There is hereby appropriated from the Common School | ||||||
6 | Fund to the State Board of Education, on a continuing annual | ||||||
7 | basis in each State fiscal year beginning with State fiscal | ||||||
8 | year 2021, the amount certified by the Teachers' Retirement | ||||||
9 | System of the State of Illinois pursuant to subsection (b-5) of | ||||||
10 | Section 16-158 of the Illinois Pension Code; provided that the | ||||||
11 | amount appropriated under this Section after State fiscal year | ||||||
12 | 2021 shall be no less than the amount appropriated in State | ||||||
13 | fiscal year 2021. The State Board of Education shall distribute | ||||||
14 | the certified amount it receives under this Section pursuant to | ||||||
15 | the provisions of subsection (e) of Section 18-8.15 of the | ||||||
16 | School Code. | ||||||
17 | Section 15. The School Code is amended by changing Section | ||||||
18 | 18-8.15 as follows: | ||||||
19 | (105 ILCS 5/18-8.15) | ||||||
20 | Sec. 18-8.15. Evidence-Based Funding Evidence-based | ||||||
21 | funding for student success for the 2017-2018 and subsequent | ||||||
22 | school years. | ||||||
23 | (a) General provisions. |
| |||||||
| |||||||
1 | (1) The purpose of this Section is to ensure that, by | ||||||
2 | June 30, 2027 and beyond, this State has a kindergarten | ||||||
3 | through grade 12 public education system with the capacity | ||||||
4 | to ensure the educational development of all persons to the | ||||||
5 | limits of their capacities in accordance with Section 1 of | ||||||
6 | Article X of the Constitution of the State of Illinois. To | ||||||
7 | accomplish that objective, this Section creates a method of | ||||||
8 | funding public education that is evidence-based; is | ||||||
9 | sufficient to ensure every student receives a meaningful | ||||||
10 | opportunity to learn irrespective of race, ethnicity, | ||||||
11 | sexual orientation, gender, or community-income level; and | ||||||
12 | is sustainable and predictable. When fully funded under | ||||||
13 | this Section, every school shall have the resources, based | ||||||
14 | on what the evidence indicates is needed, to: | ||||||
15 | (A) provide all students with a high quality | ||||||
16 | education that offers the academic, enrichment, social | ||||||
17 | and emotional support, technical, and career-focused | ||||||
18 | programs that will allow them to become competitive | ||||||
19 | workers, responsible parents, productive citizens of | ||||||
20 | this State, and active members of our national | ||||||
21 | democracy; | ||||||
22 | (B) ensure all students receive the education they | ||||||
23 | need to graduate from high school with the skills | ||||||
24 | required to pursue post-secondary education and | ||||||
25 | training for a rewarding career; | ||||||
26 | (C) reduce, with a goal of eliminating, the |
| |||||||
| |||||||
1 | achievement gap between at-risk and non-at-risk | ||||||
2 | students by raising the performance of at-risk | ||||||
3 | students and not by reducing standards; and | ||||||
4 | (D) ensure this State satisfies its obligation to | ||||||
5 | assume the primary responsibility to fund public | ||||||
6 | education and simultaneously relieve the | ||||||
7 | disproportionate burden placed on local property taxes | ||||||
8 | to fund schools. | ||||||
9 | (2) The Evidence-Based Funding evidence-based funding | ||||||
10 | formula under this Section shall be applied to all | ||||||
11 | Organizational Units in this State. The Evidence-Based | ||||||
12 | Funding evidence-based funding formula outlined in this | ||||||
13 | Section Act is based on the formula outlined in Senate Bill | ||||||
14 | 1 of the 100th General Assembly, as passed by both | ||||||
15 | legislative chambers. As further defined and described in | ||||||
16 | this Section, there are 4 major components of the | ||||||
17 | Evidence-Based Funding evidence-based funding model: | ||||||
18 | (A) First, the model calculates a unique Adequacy | ||||||
19 | Target adequacy target for each Organizational Unit in | ||||||
20 | this State that considers the costs to implement | ||||||
21 | research-based activities, the unit's student | ||||||
22 | demographics, and regional wage differences | ||||||
23 | difference . | ||||||
24 | (B) Second, the model calculates each | ||||||
25 | Organizational Unit's Local Capacity local capacity , | ||||||
26 | or the amount each Organizational Unit is assumed to |
| |||||||
| |||||||
1 | contribute toward towards its Adequacy Target adequacy | ||||||
2 | target from local resources. | ||||||
3 | (C) Third, the model calculates how much funding | ||||||
4 | the State currently contributes to the Organizational | ||||||
5 | Unit , and adds that to the unit's Local Capacity local | ||||||
6 | capacity to determine the unit's overall current | ||||||
7 | adequacy of funding. | ||||||
8 | (D) Finally, the model's distribution method | ||||||
9 | allocates new State funding to those Organizational | ||||||
10 | Units that are least well-funded, considering both | ||||||
11 | Local Capacity local capacity and State funding, in | ||||||
12 | relation to their Adequacy Target adequacy target . | ||||||
13 | (3) An Organizational Unit receiving any funding under | ||||||
14 | this Section may apply those funds to any fund so received | ||||||
15 | for which that Organizational Unit is authorized to make | ||||||
16 | expenditures by law. | ||||||
17 | (4) As used in this Section, the following terms shall | ||||||
18 | have the meanings ascribed in this paragraph (4): | ||||||
19 | "Adequacy Target" is defined in paragraph (1) of | ||||||
20 | subsection (b) of this Section. | ||||||
21 | "Adjusted EAV" is defined in paragraph (4) of | ||||||
22 | subsection (d) of this Section. | ||||||
23 | "Adjusted Local Capacity Target" is defined in | ||||||
24 | paragraph (3) of subsection (c) of this Section. | ||||||
25 | "Adjusted Operating Tax Rate" means a tax rate for all | ||||||
26 | Organizational Units, for which the State Superintendent |
| |||||||
| |||||||
1 | shall calculate and subtract for the Operating Tax Rate a | ||||||
2 | transportation rate based on total expenses for | ||||||
3 | transportation services under this Code, as reported on the | ||||||
4 | most recent Annual Financial Report in Pupil | ||||||
5 | Transportation Services, function 2550 in both the | ||||||
6 | Education and Transportation funds and functions 4110 and | ||||||
7 | 4120 in the Transportation fund, less any corresponding | ||||||
8 | fiscal year State of Illinois scheduled payments excluding | ||||||
9 | net adjustments for prior years for regular, vocational, or | ||||||
10 | special education transportation reimbursement pursuant to | ||||||
11 | Section 29-5 or subsection (b) of Section 14-13.01 of this | ||||||
12 | Code divided by the Adjusted EAV. If an Organizational | ||||||
13 | Unit's corresponding fiscal year State of Illinois | ||||||
14 | scheduled payments excluding net adjustments for prior | ||||||
15 | years for regular, vocational, or special education | ||||||
16 | transportation reimbursement pursuant to Section 29-5 or | ||||||
17 | subsection (b) of Section 14-13.01 of this Code exceed the | ||||||
18 | total transportation expenses, as defined in this | ||||||
19 | paragraph, no transportation rate shall be subtracted from | ||||||
20 | the Operating Tax Rate. | ||||||
21 | "Allocation Rate" is defined in paragraph (3) of | ||||||
22 | subsection (g) of this Section. | ||||||
23 | "Alternative School" means a public school that is | ||||||
24 | created and operated by a regional superintendent of | ||||||
25 | schools and approved by the State Board. | ||||||
26 | "Applicable Tax Rate" is defined in paragraph (1) of |
| |||||||
| |||||||
1 | subsection (d) of this Section. | ||||||
2 | "Assessment" means any of those benchmark, progress | ||||||
3 | monitoring, formative, diagnostic, and other assessments, | ||||||
4 | in addition to the State accountability assessment, that | ||||||
5 | assist teachers' needs in understanding the skills and | ||||||
6 | meeting the needs of the students they serve. | ||||||
7 | "Assistant principal" means a school administrator | ||||||
8 | duly endorsed to be employed as an assistant principal in | ||||||
9 | this State. | ||||||
10 | "At-risk student" means a student who is at risk of not | ||||||
11 | meeting the Illinois Learning Standards or not graduating | ||||||
12 | from elementary or high school and who demonstrates a need | ||||||
13 | for vocational support or social services beyond that | ||||||
14 | provided by the regular school program. All students | ||||||
15 | included in an Organizational Unit's Low-Income Count, as | ||||||
16 | well as all English learner and disabled students attending | ||||||
17 | the Organizational Unit, shall be considered at-risk | ||||||
18 | students under this Section. | ||||||
19 | "Average Student Enrollment" or "ASE" for fiscal year | ||||||
20 | 2018 means, for an Organizational Unit, the greater of the | ||||||
21 | average number of students (grades K through 12) reported | ||||||
22 | to the State Board as enrolled in the Organizational Unit | ||||||
23 | on October 1 in the immediately preceding school year, plus | ||||||
24 | the pre-kindergarten students who receive special | ||||||
25 | education services of 2 or more hours a day as reported to | ||||||
26 | the State Board on December 1 in the immediately preceding |
| |||||||
| |||||||
1 | school year, or the average number of students (grades K | ||||||
2 | through 12) reported to the State Board as enrolled in the | ||||||
3 | Organizational Unit on October 1, plus the | ||||||
4 | pre-kindergarten students who receive special education | ||||||
5 | services of 2 or more hours a day as reported to the State | ||||||
6 | Board on December 1, for each of the immediately preceding | ||||||
7 | 3 school years. For fiscal year 2019 and each subsequent | ||||||
8 | fiscal year, "Average Student Enrollment" or "ASE" means, | ||||||
9 | for an Organizational Unit, the greater of the average | ||||||
10 | number of students (grades K through 12) reported to the | ||||||
11 | State Board as enrolled in the Organizational Unit on | ||||||
12 | October 1 and March 1 in the immediately preceding school | ||||||
13 | year, plus the pre-kindergarten students who receive | ||||||
14 | special education services as reported to the State Board | ||||||
15 | on October 1 and March 1 in the immediately preceding | ||||||
16 | school year, or the average number of students (grades K | ||||||
17 | through 12) reported to the State Board as enrolled in the | ||||||
18 | Organizational Unit on October 1 and March 1, plus the | ||||||
19 | pre-kindergarten students who receive special education | ||||||
20 | services as reported to the State Board on October 1 and | ||||||
21 | March 1, for each of the immediately preceding 3 school | ||||||
22 | years. For the purposes of this definition, "enrolled in | ||||||
23 | the Organizational Unit" means the number of students | ||||||
24 | reported to the State Board who are enrolled in schools | ||||||
25 | within the Organizational Unit that the student attends or | ||||||
26 | would attend if not placed or transferred to another school |
| |||||||
| |||||||
1 | or program to receive needed services. For the purposes of | ||||||
2 | calculating "ASE", all students, grades K through 12, | ||||||
3 | excluding those attending kindergarten for a half day and | ||||||
4 | students attending an alternative education program | ||||||
5 | operated by a regional office of education or intermediate | ||||||
6 | service center, shall be counted as 1.0. All students | ||||||
7 | attending kindergarten for a half day shall be counted as | ||||||
8 | 0.5, unless in 2017 by June 15 or by March 1 in subsequent | ||||||
9 | years, the school district reports to the State Board of | ||||||
10 | Education the intent to implement full-day kindergarten | ||||||
11 | district-wide for all students, then all students | ||||||
12 | attending kindergarten shall be counted as 1.0. Special | ||||||
13 | education pre-kindergarten students shall be counted as | ||||||
14 | 0.5 each. If the State Board does not collect or has not | ||||||
15 | collected both an October 1 and March 1 enrollment count by | ||||||
16 | grade or a December 1 collection of special education | ||||||
17 | pre-kindergarten students as of August 31, 2017 ( the | ||||||
18 | effective date of Public Act 100-465) this amendatory Act | ||||||
19 | of the 100th General Assembly , it shall establish such | ||||||
20 | collection for all future years. For any year in which | ||||||
21 | where a count by grade level was collected only once, that | ||||||
22 | count shall be used as the single count available for | ||||||
23 | computing a 3-year average ASE. Funding for programs | ||||||
24 | operated by a regional office of education or an | ||||||
25 | intermediate service center must be calculated using the | ||||||
26 | Evidence-Based Funding evidence-based funding formula |
| |||||||
| |||||||
1 | under this Section for the 2019-2020 school year and each | ||||||
2 | subsequent school year until separate adequacy formulas | ||||||
3 | are developed and adopted for each type of program. ASE for | ||||||
4 | a program operated by a regional office of education or an | ||||||
5 | intermediate service center must be determined by the March | ||||||
6 | 1 enrollment for the program. For the 2019-2020 school | ||||||
7 | year, the ASE used in the calculation must be the | ||||||
8 | first-year ASE and, in that year only, the assignment of | ||||||
9 | students served by a regional office of education or | ||||||
10 | intermediate service center shall not result in a reduction | ||||||
11 | of the March enrollment for any school district. For the | ||||||
12 | 2020-2021 school year, the ASE must be the greater of the | ||||||
13 | current-year ASE or the 2-year average ASE. Beginning with | ||||||
14 | the 2021-2022 school year, the ASE must be the greater of | ||||||
15 | the current-year ASE or the 3-year average ASE. School | ||||||
16 | districts shall submit the data for the ASE calculation to | ||||||
17 | the State Board within 45 days of the dates required in | ||||||
18 | this Section for submission of enrollment data in order for | ||||||
19 | it to be included in the ASE calculation. For fiscal year | ||||||
20 | 2018 only, the ASE calculation shall include only | ||||||
21 | enrollment taken on October 1. | ||||||
22 | "Base Funding Guarantee" is defined in paragraph (10) | ||||||
23 | of subsection (g) of this Section. | ||||||
24 | "Base Funding Minimum" is defined in subsection (e) of | ||||||
25 | this Section. | ||||||
26 | "Base Tax Year" means the property tax levy year used |
| |||||||
| |||||||
1 | to calculate the Budget Year allocation of primary State | ||||||
2 | aid. | ||||||
3 | "Base Tax Year's Extension" means the product of the | ||||||
4 | equalized assessed valuation utilized by the county clerk | ||||||
5 | in the Base Tax Year multiplied by the limiting rate as | ||||||
6 | calculated by the county clerk and defined in PTELL. | ||||||
7 | "Bilingual Education Allocation" means the amount of | ||||||
8 | an Organizational Unit's final Adequacy Target | ||||||
9 | attributable to bilingual education divided by the | ||||||
10 | Organizational Unit's final Adequacy Target, the product | ||||||
11 | of which shall be multiplied by the amount of new funding | ||||||
12 | received pursuant to this Section. An Organizational | ||||||
13 | Unit's final Adequacy Target attributable to bilingual | ||||||
14 | education shall include all additional investments in | ||||||
15 | English learner students' adequacy elements. | ||||||
16 | "Budget Year" means the school year for which primary | ||||||
17 | State aid is calculated and awarded under this Section. | ||||||
18 | "Central office" means individual administrators and | ||||||
19 | support service personnel charged with managing the | ||||||
20 | instructional programs, business and operations, and | ||||||
21 | security of the Organizational Unit. | ||||||
22 | "Comparable Wage Index" or "CWI" means a regional cost | ||||||
23 | differentiation metric that measures systemic, regional | ||||||
24 | variations in the salaries of college graduates who are not | ||||||
25 | educators. The CWI utilized for this Section shall, for the | ||||||
26 | first 3 years of Evidence-Based Funding implementation, be |
| |||||||
| |||||||
1 | the CWI initially developed by the National Center for | ||||||
2 | Education Statistics, as most recently updated by Texas A & | ||||||
3 | M University. In the fourth and subsequent years of | ||||||
4 | Evidence-Based Funding implementation, the State | ||||||
5 | Superintendent shall re-determine the CWI using a similar | ||||||
6 | methodology to that identified in the Texas A & M | ||||||
7 | University study, with adjustments made no less frequently | ||||||
8 | than once every 5 years. | ||||||
9 | "Computer technology and equipment" means computers | ||||||
10 | servers, notebooks, network equipment, copiers, printers, | ||||||
11 | instructional software, security software, curriculum | ||||||
12 | management courseware, and other similar materials and | ||||||
13 | equipment. | ||||||
14 | "Computer technology and equipment investment | ||||||
15 | allocation" means the final Adequacy Target amount of an | ||||||
16 | Organizational Unit assigned to Tier 1 or Tier 2 in the | ||||||
17 | prior school year attributable to the additional $285.50 | ||||||
18 | per student computer technology and equipment investment | ||||||
19 | grant divided by the Organizational Unit's final Adequacy | ||||||
20 | Target, the result of which shall be multiplied by the | ||||||
21 | amount of new funding received pursuant to this Section. An | ||||||
22 | Organizational Unit assigned to a Tier 1 or Tier 2 final | ||||||
23 | Adequacy Target attributable to the received computer | ||||||
24 | technology and equipment investment grant shall include | ||||||
25 | all additional investments in computer technology and | ||||||
26 | equipment adequacy elements. |
| |||||||
| |||||||
1 | "Core subject" means mathematics; science; reading, | ||||||
2 | English, writing, and language arts; history and social | ||||||
3 | studies; world languages; and subjects taught as Advanced | ||||||
4 | Placement in high schools. | ||||||
5 | "Core teacher" means a regular classroom teacher in | ||||||
6 | elementary schools and teachers of a core subject in middle | ||||||
7 | and high schools. | ||||||
8 | "Core Intervention teacher (tutor)" means a licensed | ||||||
9 | teacher providing one-on-one or small group tutoring to | ||||||
10 | students struggling to meet proficiency in core subjects. | ||||||
11 | "CPPRT" means corporate personal property replacement | ||||||
12 | tax funds paid to an Organizational Unit during the | ||||||
13 | calendar year one year before the calendar year in which a | ||||||
14 | school year begins, pursuant to "An Act in relation to the | ||||||
15 | abolition of ad valorem personal property tax and the | ||||||
16 | replacement of revenues lost thereby, and amending and | ||||||
17 | repealing certain Acts and parts of Acts in connection | ||||||
18 | therewith", certified August 14, 1979, as amended (Public | ||||||
19 | Act 81-1st S.S.-1). | ||||||
20 | "EAV" means equalized assessed valuation as defined in | ||||||
21 | paragraph (2) of subsection (d) of this Section and | ||||||
22 | calculated in accordance with paragraph (3) of subsection | ||||||
23 | (d) of this Section. | ||||||
24 | "ECI" means the Bureau of Labor Statistics' national | ||||||
25 | employment cost index for civilian workers in educational | ||||||
26 | services in elementary and secondary schools on a |
| |||||||
| |||||||
1 | cumulative basis for the 12-month calendar year preceding | ||||||
2 | the fiscal year of the Evidence-Based Funding calculation. | ||||||
3 | "EIS Data" means the employment information system | ||||||
4 | data maintained by the State Board on educators within | ||||||
5 | Organizational Units. | ||||||
6 | "Employee benefits" means health, dental, and vision | ||||||
7 | insurance offered to employees of an Organizational Unit, | ||||||
8 | the costs associated with the statutorily required payment | ||||||
9 | of the normal cost of the Organizational Unit's teacher | ||||||
10 | pensions as set forth in subparagraph (U) of paragraph (2) | ||||||
11 | of subsection (b) of this Section , Social Security employer | ||||||
12 | contributions, and Illinois Municipal Retirement Fund | ||||||
13 | employer contributions. | ||||||
14 | "English learner" or "EL" means a child included in the | ||||||
15 | definition of "English learners" under Section 14C-2 of | ||||||
16 | this Code participating in a program of transitional | ||||||
17 | bilingual education or a transitional program of | ||||||
18 | instruction meeting the requirements and program | ||||||
19 | application procedures of Article 14C of this Code. For the | ||||||
20 | purposes of collecting the number of EL students enrolled, | ||||||
21 | the same collection and calculation methodology as defined | ||||||
22 | above for "ASE" shall apply to English learners, with the | ||||||
23 | exception that EL student enrollment shall include | ||||||
24 | students in grades pre-kindergarten through 12. | ||||||
25 | "Essential Elements" means those elements, resources, | ||||||
26 | and educational programs that have been identified through |
| |||||||
| |||||||
1 | academic research as necessary to improve student success, | ||||||
2 | improve academic performance, close achievement gaps, and | ||||||
3 | provide for other per student costs related to the delivery | ||||||
4 | and leadership of the Organizational Unit, as well as the | ||||||
5 | maintenance and operations of the unit, and which are | ||||||
6 | specified in paragraph (2) of subsection (b) of this | ||||||
7 | Section. | ||||||
8 | "Evidence-Based Funding" means State funding provided | ||||||
9 | to an Organizational Unit pursuant to this Section. | ||||||
10 | "Extended day" means academic and enrichment programs | ||||||
11 | provided to students outside the regular school day before | ||||||
12 | and after school or during non-instructional times during | ||||||
13 | the school day. | ||||||
14 | "Extension Limitation Ratio" means a numerical ratio | ||||||
15 | in which the numerator is the Base Tax Year's Extension and | ||||||
16 | the denominator is the Preceding Tax Year's Extension. | ||||||
17 | "Final Percent of Adequacy" is defined in paragraph (4) | ||||||
18 | of subsection (f) of this Section. | ||||||
19 | "Final Resources" is defined in paragraph (3) of | ||||||
20 | subsection (f) of this Section. | ||||||
21 | "Full-time equivalent" or "FTE" means the full-time | ||||||
22 | equivalency compensation for staffing the relevant | ||||||
23 | position at an Organizational Unit. | ||||||
24 | "Funding Gap" is defined in paragraph (1) of subsection | ||||||
25 | (g). | ||||||
26 | "Guidance counselor" means a licensed guidance |
| |||||||
| |||||||
1 | counselor who provides guidance and counseling support for | ||||||
2 | students within an Organizational Unit. | ||||||
3 | "Hybrid District" means a partial elementary unit | ||||||
4 | district created pursuant to Article 11E of this Code. | ||||||
5 | "Instructional assistant" means a core or special | ||||||
6 | education, non-licensed employee who assists a teacher in | ||||||
7 | the classroom and provides academic support to students. | ||||||
8 | "Instructional facilitator" means a qualified teacher | ||||||
9 | or licensed teacher leader who facilitates and coaches | ||||||
10 | continuous improvement in classroom instruction; provides | ||||||
11 | instructional support to teachers in the elements of | ||||||
12 | research-based instruction or demonstrates the alignment | ||||||
13 | of instruction with curriculum standards and assessment | ||||||
14 | tools; develops or coordinates instructional programs or | ||||||
15 | strategies; develops and implements training; chooses | ||||||
16 | standards-based instructional materials; provides teachers | ||||||
17 | with an understanding of current research; serves as a | ||||||
18 | mentor, site coach, curriculum specialist, or lead | ||||||
19 | teacher; or otherwise works with fellow teachers, in | ||||||
20 | collaboration, to use data to improve instructional | ||||||
21 | practice or develop model lessons. | ||||||
22 | "Instructional materials" means relevant instructional | ||||||
23 | materials for student instruction, including, but not | ||||||
24 | limited to, textbooks, consumable workbooks, laboratory | ||||||
25 | equipment, library books, and other similar materials. | ||||||
26 | "Laboratory School" means a public school that is |
| |||||||
| |||||||
1 | created and operated by a public university and approved by | ||||||
2 | the State Board. | ||||||
3 | "Librarian" means a teacher with an endorsement as a | ||||||
4 | library information specialist or another individual whose | ||||||
5 | primary responsibility is overseeing library resources | ||||||
6 | within an Organizational Unit. | ||||||
7 | "Limiting rate for Hybrid Districts" means the | ||||||
8 | combined elementary school and high school limiting | ||||||
9 | limited rates. | ||||||
10 | "Local Capacity" is defined in paragraph (1) of | ||||||
11 | subsection (c) of this Section. | ||||||
12 | "Local Capacity Percentage" is defined in subparagraph | ||||||
13 | (A) of paragraph (2) of subsection (c) of this Section. | ||||||
14 | "Local Capacity Ratio" is defined in subparagraph (B) | ||||||
15 | of paragraph (2) of subsection (c) of this Section. | ||||||
16 | "Local Capacity Target" is defined in paragraph (2) of | ||||||
17 | subsection (c) of this Section. | ||||||
18 | "Low-Income Count" means, for an Organizational Unit | ||||||
19 | in a fiscal year, the higher of the average number of | ||||||
20 | students for the prior school year or the immediately | ||||||
21 | preceding 3 school years who, as of July 1 of the | ||||||
22 | immediately preceding fiscal year (as determined by the | ||||||
23 | Department of Human Services), are eligible for at least | ||||||
24 | one of the following low-income low income programs: | ||||||
25 | Medicaid, the Children's Health Insurance Program, | ||||||
26 | Temporary Assistance for Needy Families ( TANF ) , or the |
| |||||||
| |||||||
1 | Supplemental Nutrition Assistance Program, excluding | ||||||
2 | pupils who are eligible for services provided by the | ||||||
3 | Department of Children and Family Services. Until such time | ||||||
4 | that grade level low-income populations become available, | ||||||
5 | grade level low-income populations shall be determined by | ||||||
6 | applying the low-income percentage to total student | ||||||
7 | enrollments by grade level. The low-income percentage is | ||||||
8 | determined by dividing the Low-Income Count by the Average | ||||||
9 | Student Enrollment. The low-income percentage for programs | ||||||
10 | operated by a regional office of education or an | ||||||
11 | intermediate service center must be set to the weighted | ||||||
12 | average of the low-income percentages of all of the school | ||||||
13 | districts in the service region. The weighted low-income | ||||||
14 | percentage is the result of multiplying the low-income | ||||||
15 | percentage of each school district served by the regional | ||||||
16 | office of education or intermediate service center by each | ||||||
17 | school district's Average Student Enrollment, summarizing | ||||||
18 | those products and dividing the total by the total Average | ||||||
19 | Student Enrollment for the service region. | ||||||
20 | "Maintenance and operations" means custodial services, | ||||||
21 | facility and ground maintenance, facility operations, | ||||||
22 | facility security, routine facility repairs, and other | ||||||
23 | similar services and functions. | ||||||
24 | "Minimum Funding Level" is defined in paragraph (9) of | ||||||
25 | subsection (g) of this Section. | ||||||
26 | "New Property Tax Relief Pool Funds" means, for any |
| |||||||
| |||||||
1 | given fiscal year, all State funds appropriated under | ||||||
2 | Section 2-3.170 of the School Code. | ||||||
3 | "New State Funds" means, for a given school year, all | ||||||
4 | State funds appropriated for Evidence-Based Funding in | ||||||
5 | excess of the amount needed to fund the Base Funding | ||||||
6 | Minimum for all Organizational Units in that school year. | ||||||
7 | "Net State Contribution Target" means, for a given | ||||||
8 | school year, the amount of State funds that would be | ||||||
9 | necessary to fully meet the Adequacy Target of an | ||||||
10 | Operational Unit minus the Preliminary Resources available | ||||||
11 | to each unit. | ||||||
12 | "Nurse" means an individual licensed as a certified | ||||||
13 | school nurse, in accordance with the rules established for | ||||||
14 | nursing services by the State Board, who is an employee of | ||||||
15 | and is available to provide health care-related services | ||||||
16 | for students of an Organizational Unit. | ||||||
17 | "Operating Tax Rate" means the rate utilized in the | ||||||
18 | previous year to extend property taxes for all purposes, | ||||||
19 | except , Bond and Interest, Summer School, Rent, Capital | ||||||
20 | Improvement, and Vocational Education Building purposes. | ||||||
21 | For Hybrid Districts, the Operating Tax Rate shall be the | ||||||
22 | combined elementary and high school rates utilized in the | ||||||
23 | previous year to extend property taxes for all purposes, | ||||||
24 | except , Bond and Interest, Summer School, Rent, Capital | ||||||
25 | Improvement, and Vocational Education Building purposes. | ||||||
26 | "Organizational Unit" means a Laboratory School or any |
| |||||||
| |||||||
1 | public school district that is recognized as such by the | ||||||
2 | State Board and that contains elementary schools typically | ||||||
3 | serving kindergarten through 5th grades, middle schools | ||||||
4 | typically serving 6th through 8th grades, high schools | ||||||
5 | typically serving 9th through 12th grades, a program | ||||||
6 | established under Section 2-3.66 or 2-3.41, or a program | ||||||
7 | operated by a regional office of education or an | ||||||
8 | intermediate service center under Article 13A or 13B. The | ||||||
9 | General Assembly acknowledges that the actual grade levels | ||||||
10 | served by a particular Organizational Unit may vary | ||||||
11 | slightly from what is typical. | ||||||
12 | "Organizational Unit CWI" is determined by calculating | ||||||
13 | the CWI in the region and original county in which an | ||||||
14 | Organizational Unit's primary administrative office is | ||||||
15 | located as set forth in this paragraph, provided that if | ||||||
16 | the Organizational Unit CWI as calculated in accordance | ||||||
17 | with this paragraph is less than 0.9, the Organizational | ||||||
18 | Unit CWI shall be increased to 0.9. Each county's current | ||||||
19 | CWI value shall be adjusted based on the CWI value of that | ||||||
20 | county's neighboring Illinois counties, to create a | ||||||
21 | "weighted adjusted index value". This shall be calculated | ||||||
22 | by summing the CWI values of all of a county's adjacent | ||||||
23 | Illinois counties and dividing by the number of adjacent | ||||||
24 | Illinois counties, then taking the weighted value of the | ||||||
25 | original county's CWI value and the adjacent Illinois | ||||||
26 | county average. To calculate this weighted value, if the |
| |||||||
| |||||||
1 | number of adjacent Illinois counties is greater than 2, the | ||||||
2 | original county's CWI value will be weighted at 0.25 and | ||||||
3 | the adjacent Illinois county average will be weighted at | ||||||
4 | 0.75. If the number of adjacent Illinois counties is 2, the | ||||||
5 | original county's CWI value will be weighted at 0.33 and | ||||||
6 | the adjacent Illinois county average will be weighted at | ||||||
7 | 0.66. The greater of the county's current CWI value and its | ||||||
8 | weighted adjusted index value shall be used as the | ||||||
9 | Organizational Unit CWI. | ||||||
10 | "Preceding Tax Year" means the property tax levy year | ||||||
11 | immediately preceding the Base Tax Year. | ||||||
12 | "Preceding Tax Year's Extension" means the product of | ||||||
13 | the equalized assessed valuation utilized by the county | ||||||
14 | clerk in the Preceding Tax Year multiplied by the Operating | ||||||
15 | Tax Rate. | ||||||
16 | "Preliminary Percent of Adequacy" is defined in | ||||||
17 | paragraph (2) of subsection (f) of this Section. | ||||||
18 | "Preliminary Resources" is defined in paragraph (2) of | ||||||
19 | subsection (f) of this Section. | ||||||
20 | "Principal" means a school administrator duly endorsed | ||||||
21 | to be employed as a principal in this State. | ||||||
22 | "Professional development" means training programs for | ||||||
23 | licensed staff in schools, including, but not limited to, | ||||||
24 | programs that assist in implementing new curriculum | ||||||
25 | programs, provide data focused or academic assessment data | ||||||
26 | training to help staff identify a student's weaknesses and |
| |||||||
| |||||||
1 | strengths, target interventions, improve instruction, | ||||||
2 | encompass instructional strategies for English learner, | ||||||
3 | gifted, or at-risk students, address inclusivity, cultural | ||||||
4 | sensitivity, or implicit bias, or otherwise provide | ||||||
5 | professional support for licensed staff. | ||||||
6 | "Prototypical" means 450 special education | ||||||
7 | pre-kindergarten and kindergarten through grade 5 students | ||||||
8 | for an elementary school, 450 grade 6 through 8 students | ||||||
9 | for a middle school, and 600 grade 9 through 12 students | ||||||
10 | for a high school. | ||||||
11 | "PTELL" means the Property Tax Extension Limitation | ||||||
12 | Law. | ||||||
13 | "PTELL EAV" is defined in paragraph (4) of subsection | ||||||
14 | (d) of this Section. | ||||||
15 | "Pupil support staff" means a nurse, psychologist, | ||||||
16 | social worker, family liaison personnel, or other staff | ||||||
17 | member who provides support to at-risk or struggling | ||||||
18 | students. | ||||||
19 | "Real Receipts" is defined in paragraph (1) of | ||||||
20 | subsection (d) of this Section. | ||||||
21 | "Regionalization Factor" means, for a particular | ||||||
22 | Organizational Unit, the figure derived by dividing the | ||||||
23 | Organizational Unit CWI by the Statewide Weighted CWI. | ||||||
24 | "School site staff" means the primary school secretary | ||||||
25 | and any additional clerical personnel assigned to a school. | ||||||
26 | "Special education" means special educational |
| |||||||
| |||||||
1 | facilities and services, as defined in Section 14-1.08 of | ||||||
2 | this Code. | ||||||
3 | "Special Education Allocation" means the amount of an | ||||||
4 | Organizational Unit's final Adequacy Target attributable | ||||||
5 | to special education divided by the Organizational Unit's | ||||||
6 | final Adequacy Target, the product of which shall be | ||||||
7 | multiplied by the amount of new funding received pursuant | ||||||
8 | to this Section. An Organizational Unit's final Adequacy | ||||||
9 | Target attributable to special education shall include all | ||||||
10 | special education investment adequacy elements. | ||||||
11 | "Specialist teacher" means a teacher who provides | ||||||
12 | instruction in subject areas not included in core subjects, | ||||||
13 | including, but not limited to, art, music, physical | ||||||
14 | education, health, driver education, career-technical | ||||||
15 | education, and such other subject areas as may be mandated | ||||||
16 | by State law or provided by an Organizational Unit. | ||||||
17 | "Specially Funded Unit" means an Alternative School, | ||||||
18 | safe school, Department of Juvenile Justice school, | ||||||
19 | special education cooperative or entity recognized by the | ||||||
20 | State Board as a special education cooperative, | ||||||
21 | State-approved charter school, or alternative learning | ||||||
22 | opportunities program that received direct funding from | ||||||
23 | the State Board during the 2016-2017 school year through | ||||||
24 | any of the funding sources included within the calculation | ||||||
25 | of the Base Funding Minimum or Glenwood Academy. | ||||||
26 | "Supplemental Grant Funding" means supplemental |
| |||||||
| |||||||
1 | general State aid funding received by an Organizational | ||||||
2 | Organization Unit during the 2016-2017 school year | ||||||
3 | pursuant to subsection (H) of Section 18-8.05 of this Code | ||||||
4 | (now repealed). | ||||||
5 | "State Adequacy Level" is the sum of the Adequacy | ||||||
6 | Targets of all Organizational Units. | ||||||
7 | "State Board" means the State Board of Education. | ||||||
8 | "State Superintendent" means the State Superintendent | ||||||
9 | of Education. | ||||||
10 | "Statewide Weighted CWI" means a figure determined by | ||||||
11 | multiplying each Organizational Unit CWI times the ASE for | ||||||
12 | that Organizational Unit creating a weighted value, | ||||||
13 | summing all Organizational Units' Unit's weighted values, | ||||||
14 | and dividing by the total ASE of all Organizational Units, | ||||||
15 | thereby creating an average weighted index. | ||||||
16 | "Student activities" means non-credit producing | ||||||
17 | after-school programs, including, but not limited to, | ||||||
18 | clubs, bands, sports, and other activities authorized by | ||||||
19 | the school board of the Organizational Unit. | ||||||
20 | "Substitute teacher" means an individual teacher or | ||||||
21 | teaching assistant who is employed by an Organizational | ||||||
22 | Unit and is temporarily serving the Organizational Unit on | ||||||
23 | a per diem or per period-assignment basis to replace | ||||||
24 | replacing another staff member. | ||||||
25 | "Summer school" means academic and enrichment programs | ||||||
26 | provided to students during the summer months outside of |
| |||||||
| |||||||
1 | the regular school year. | ||||||
2 | "Supervisory aide" means a non-licensed staff member | ||||||
3 | who helps in supervising students of an Organizational | ||||||
4 | Unit, but does so outside of the classroom, in situations | ||||||
5 | such as, but not limited to, monitoring hallways and | ||||||
6 | playgrounds, supervising lunchrooms, or supervising | ||||||
7 | students when being transported in buses serving the | ||||||
8 | Organizational Unit. | ||||||
9 | "Target Ratio" is defined in paragraph (4) of | ||||||
10 | subsection (g). | ||||||
11 | "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined | ||||||
12 | in paragraph (3) of subsection (g). | ||||||
13 | "Tier 1 Aggregate Funding", "Tier 2 Aggregate | ||||||
14 | Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate | ||||||
15 | Funding" are defined in paragraph (1) of subsection (g). | ||||||
16 | (b) Adequacy Target calculation. | ||||||
17 | (1) Each Organizational Unit's Adequacy Target is the | ||||||
18 | sum of the Organizational Unit's cost of providing | ||||||
19 | Essential Elements, as calculated in accordance with this | ||||||
20 | subsection (b), with the salary amounts in the Essential | ||||||
21 | Elements multiplied by a Regionalization Factor calculated | ||||||
22 | pursuant to paragraph (3) of this subsection (b). | ||||||
23 | (2) The Essential Elements are attributable on a pro | ||||||
24 | rata basis related to defined subgroups of the ASE of each | ||||||
25 | Organizational Unit as specified in this paragraph (2), | ||||||
26 | with investments and FTE positions pro rata funded based on |
| |||||||
| |||||||
1 | ASE counts in excess or less than the thresholds set forth | ||||||
2 | in this paragraph (2). The method for calculating | ||||||
3 | attributable pro rata costs and the defined subgroups | ||||||
4 | thereto are as follows: | ||||||
5 | (A) Core class size investments. Each | ||||||
6 | Organizational Unit shall receive the funding required | ||||||
7 | to support that number of FTE core teacher positions as | ||||||
8 | is needed to keep the respective class sizes of the | ||||||
9 | Organizational Unit to the following maximum numbers: | ||||||
10 | (i) For grades kindergarten through 3, the | ||||||
11 | Organizational Unit shall receive funding required | ||||||
12 | to support one FTE core teacher position for every | ||||||
13 | 15 Low-Income Count students in those grades and | ||||||
14 | one FTE core teacher position for every 20 | ||||||
15 | non-Low-Income Count students in those grades. | ||||||
16 | (ii) For grades 4 through 12, the | ||||||
17 | Organizational Unit shall receive funding required | ||||||
18 | to support one FTE core teacher position for every | ||||||
19 | 20 Low-Income Count students in those grades and | ||||||
20 | one FTE core teacher position for every 25 | ||||||
21 | non-Low-Income Count students in those grades. | ||||||
22 | The number of non-Low-Income Count students in a | ||||||
23 | grade shall be determined by subtracting the | ||||||
24 | Low-Income students in that grade from the ASE of the | ||||||
25 | Organizational Unit for that grade. | ||||||
26 | (B) Specialist teacher investments. Each |
| |||||||
| |||||||
1 | Organizational Unit shall receive the funding needed | ||||||
2 | to cover that number of FTE specialist teacher | ||||||
3 | positions that correspond to the following | ||||||
4 | percentages: | ||||||
5 | (i) if the Organizational Unit operates an | ||||||
6 | elementary or middle school, then 20.00% of the | ||||||
7 | number of the Organizational Unit's core teachers, | ||||||
8 | as determined under subparagraph (A) of this | ||||||
9 | paragraph (2); and | ||||||
10 | (ii) if such Organizational Unit operates a | ||||||
11 | high school, then 33.33% of the number of the | ||||||
12 | Organizational Unit's core teachers. | ||||||
13 | (C) Instructional facilitator investments. Each | ||||||
14 | Organizational Unit shall receive the funding needed | ||||||
15 | to cover one FTE instructional facilitator position | ||||||
16 | for every 200 combined ASE of pre-kindergarten | ||||||
17 | children with disabilities and all kindergarten | ||||||
18 | through grade 12 students of the Organizational Unit. | ||||||
19 | (D) Core intervention teacher (tutor) investments. | ||||||
20 | Each Organizational Unit shall receive the funding | ||||||
21 | needed to cover one FTE teacher position for each | ||||||
22 | prototypical elementary, middle, and high school. | ||||||
23 | (E) Substitute teacher investments. Each | ||||||
24 | Organizational Unit shall receive the funding needed | ||||||
25 | to cover substitute teacher costs that is equal to | ||||||
26 | 5.70% of the minimum pupil attendance days required |
| |||||||
| |||||||
1 | under Section 10-19 of this Code for all full-time | ||||||
2 | equivalent core, specialist, and intervention | ||||||
3 | teachers, school nurses, special education teachers | ||||||
4 | and instructional assistants, instructional | ||||||
5 | facilitators, and summer school and extended day | ||||||
6 | extended-day teacher positions, as determined under | ||||||
7 | this paragraph (2), at a salary rate of 33.33% of the | ||||||
8 | average salary for grade K through 12 teachers and | ||||||
9 | 33.33% of the average salary of each instructional | ||||||
10 | assistant position. | ||||||
11 | (F) Core guidance counselor investments. Each | ||||||
12 | Organizational Unit shall receive the funding needed | ||||||
13 | to cover one FTE guidance counselor for each 450 | ||||||
14 | combined ASE of pre-kindergarten children with | ||||||
15 | disabilities and all kindergarten through grade 5 | ||||||
16 | students, plus one FTE guidance counselor for each 250 | ||||||
17 | grades 6 through 8 ASE middle school students, plus one | ||||||
18 | FTE guidance counselor for each 250 grades 9 through 12 | ||||||
19 | ASE high school students. | ||||||
20 | (G) Nurse investments. Each Organizational Unit | ||||||
21 | shall receive the funding needed to cover one FTE nurse | ||||||
22 | for each 750 combined ASE of pre-kindergarten children | ||||||
23 | with disabilities and all kindergarten through grade | ||||||
24 | 12 students across all grade levels it serves. | ||||||
25 | (H) Supervisory aide investments. Each | ||||||
26 | Organizational Unit shall receive the funding needed |
| |||||||
| |||||||
1 | to cover one FTE for each 225 combined ASE of | ||||||
2 | pre-kindergarten children with disabilities and all | ||||||
3 | kindergarten through grade 5 students, plus one FTE for | ||||||
4 | each 225 ASE middle school students, plus one FTE for | ||||||
5 | each 200 ASE high school students. | ||||||
6 | (I) Librarian investments. Each Organizational | ||||||
7 | Unit shall receive the funding needed to cover one FTE | ||||||
8 | librarian for each prototypical elementary school, | ||||||
9 | middle school, and high school and one FTE aide or | ||||||
10 | media technician for every 300 combined ASE of | ||||||
11 | pre-kindergarten children with disabilities and all | ||||||
12 | kindergarten through grade 12 students. | ||||||
13 | (J) Principal investments. Each Organizational | ||||||
14 | Unit shall receive the funding needed to cover one FTE | ||||||
15 | principal position for each prototypical elementary | ||||||
16 | school, plus one FTE principal position for each | ||||||
17 | prototypical middle school, plus one FTE principal | ||||||
18 | position for each prototypical high school. | ||||||
19 | (K) Assistant principal investments. Each | ||||||
20 | Organizational Unit shall receive the funding needed | ||||||
21 | to cover one FTE assistant principal position for each | ||||||
22 | prototypical elementary school, plus one FTE assistant | ||||||
23 | principal position for each prototypical middle | ||||||
24 | school, plus one FTE assistant principal position for | ||||||
25 | each prototypical high school. | ||||||
26 | (L) School site staff investments. Each |
| |||||||
| |||||||
1 | Organizational Unit shall receive the funding needed | ||||||
2 | for one FTE position for each 225 ASE of | ||||||
3 | pre-kindergarten children with disabilities and all | ||||||
4 | kindergarten through grade 5 students, plus one FTE | ||||||
5 | position for each 225 ASE middle school students, plus | ||||||
6 | one FTE position for each 200 ASE high school students. | ||||||
7 | (M) Gifted investments. Each Organizational Unit | ||||||
8 | shall receive $40 per kindergarten through grade 12 | ||||||
9 | ASE. | ||||||
10 | (N) Professional development investments. Each | ||||||
11 | Organizational Unit shall receive $125 per student of | ||||||
12 | the combined ASE of pre-kindergarten children with | ||||||
13 | disabilities and all kindergarten through grade 12 | ||||||
14 | students for trainers and other professional | ||||||
15 | development-related expenses for supplies and | ||||||
16 | materials. | ||||||
17 | (O) Instructional material investments. Each | ||||||
18 | Organizational Unit shall receive $190 per student of | ||||||
19 | the combined ASE of pre-kindergarten children with | ||||||
20 | disabilities and all kindergarten through grade 12 | ||||||
21 | students to cover instructional material costs. | ||||||
22 | (P) Assessment investments. Each Organizational | ||||||
23 | Unit shall receive $25 per student of the combined ASE | ||||||
24 | of pre-kindergarten children with disabilities and all | ||||||
25 | kindergarten through grade 12 students student to | ||||||
26 | cover assessment costs. |
| |||||||
| |||||||
1 | (Q) Computer technology and equipment investments. | ||||||
2 | Each Organizational Unit shall receive $285.50 per | ||||||
3 | student of the combined ASE of pre-kindergarten | ||||||
4 | children with disabilities and all kindergarten | ||||||
5 | through grade 12 students to cover computer technology | ||||||
6 | and equipment costs. For the 2018-2019 school year and | ||||||
7 | subsequent school years, Organizational Units assigned | ||||||
8 | to Tier 1 and Tier 2 in the prior school year shall | ||||||
9 | receive an additional $285.50 per student of the | ||||||
10 | combined ASE of pre-kindergarten children with | ||||||
11 | disabilities and all kindergarten through grade 12 | ||||||
12 | students to cover computer technology and equipment | ||||||
13 | costs in the Organizational Organization Unit's | ||||||
14 | Adequacy Target. The State Board may establish | ||||||
15 | additional requirements for Organizational Unit | ||||||
16 | expenditures of funds received pursuant to this | ||||||
17 | subparagraph (Q), including a requirement that funds | ||||||
18 | received pursuant to this subparagraph (Q) may be used | ||||||
19 | only for serving the technology needs of the district. | ||||||
20 | It is the intent of Public Act 100-465 this amendatory | ||||||
21 | Act of the 100th General Assembly that all Tier 1 and | ||||||
22 | Tier 2 districts receive the addition to their Adequacy | ||||||
23 | Target in the following year, subject to compliance | ||||||
24 | with the requirements of the State Board. | ||||||
25 | (R) Student activities investments. Each | ||||||
26 | Organizational Unit shall receive the following |
| |||||||
| |||||||
1 | funding amounts to cover student activities: $100 per | ||||||
2 | kindergarten through grade 5 ASE student in elementary | ||||||
3 | school, plus $200 per ASE student in middle school, | ||||||
4 | plus $675 per ASE student in high school. | ||||||
5 | (S) Maintenance and operations investments. Each | ||||||
6 | Organizational Unit shall receive $1,038 per student | ||||||
7 | of the combined ASE of pre-kindergarten children with | ||||||
8 | disabilities and all kindergarten through grade 12 | ||||||
9 | students for day-to-day maintenance and operations | ||||||
10 | expenditures, including salary, supplies, and | ||||||
11 | materials, as well as purchased services, but | ||||||
12 | excluding employee benefits. The proportion of salary | ||||||
13 | for the application of a Regionalization Factor and the | ||||||
14 | calculation of benefits is equal to $352.92. | ||||||
15 | (T) Central office investments. Each | ||||||
16 | Organizational Unit shall receive $742 per student of | ||||||
17 | the combined ASE of pre-kindergarten children with | ||||||
18 | disabilities and all kindergarten through grade 12 | ||||||
19 | students to cover central office operations, including | ||||||
20 | administrators and classified personnel charged with | ||||||
21 | managing the instructional programs, business and | ||||||
22 | operations of the school district, and security | ||||||
23 | personnel. The proportion of salary for the | ||||||
24 | application of a Regionalization Factor and the | ||||||
25 | calculation of benefits is equal to $368.48. | ||||||
26 | (U) Employee benefit investments. Each |
| |||||||
| |||||||
1 | Organizational Unit shall receive 30% of the total of | ||||||
2 | all salary-calculated elements of the Adequacy Target, | ||||||
3 | excluding substitute teachers and student activities | ||||||
4 | investments, to cover benefit costs. For central | ||||||
5 | office and maintenance and operations investments, the | ||||||
6 | benefit calculation shall be based upon the salary | ||||||
7 | proportion of each investment. | ||||||
8 | For fiscal year 2021 and each fiscal year | ||||||
9 | thereafter, the State Superintendent shall calculate | ||||||
10 | the employer normal cost of teacher pensions of each | ||||||
11 | Organizational Unit, other than a school district | ||||||
12 | organized under Article 34 of this Code, using the | ||||||
13 | applicable Regionalization Factor multiplied by the | ||||||
14 | salaries of the positions set forth in paragraph (3) of | ||||||
15 | this subsection (b) and the administrators and | ||||||
16 | classified personnel described in subparagraph (T) of | ||||||
17 | this paragraph (2) that are covered by Article 16 of | ||||||
18 | the Illinois Pension Code and the aggregate rate of the | ||||||
19 | normal cost for teacher pensions of all employers, | ||||||
20 | expressed as a percentage of projected payroll as | ||||||
21 | determined by the Teachers' Retirement System of the | ||||||
22 | State of Illinois pursuant to subsection (b-5) of | ||||||
23 | Section 16-158 of the Illinois Pension Code. The amount | ||||||
24 | calculated by the State Superintendent as the employer | ||||||
25 | normal cost of teacher pensions for the Organizational | ||||||
26 | Unit shall be added to the employee benefit investments |
| |||||||
| |||||||
1 | specified under this subparagraph (U). | ||||||
2 | For fiscal year 2021 and each fiscal year | ||||||
3 | thereafter, the State Superintendent shall calculate | ||||||
4 | the employer normal cost of teacher pensions of a | ||||||
5 | school district organized under Article 34 of this Code | ||||||
6 | using the applicable Regionalization Factor multiplied | ||||||
7 | by the average salaries of positions set forth in | ||||||
8 | paragraph (3) of this subsection (b) and the | ||||||
9 | administrators and classified personnel described in | ||||||
10 | subparagraph (T) of this paragraph (2) that are covered | ||||||
11 | by Article 17 of the Illinois Pension Code and the rate | ||||||
12 | of the normal cost for teacher pensions, expressed as a | ||||||
13 | percentage of projected payroll as determined by the | ||||||
14 | Public School Teachers' Pension and Retirement Fund of | ||||||
15 | Chicago pursuant to subsection (i) of Section 17-127 of | ||||||
16 | the Illinois Pension Code. The amount calculated by the | ||||||
17 | State Superintendent as the employer normal cost of | ||||||
18 | teacher pensions for a school district organized under | ||||||
19 | Article 34 of this Code shall be added to the employee | ||||||
20 | benefit investments specified under this subparagraph | ||||||
21 | (U). | ||||||
22 | If at any time the responsibility for funding the | ||||||
23 | employer normal cost of teacher pensions is assigned to | ||||||
24 | school districts, then that amount certified by the | ||||||
25 | Teachers' Retirement System of the State of Illinois to | ||||||
26 | be paid by the Organizational Unit for the preceding |
| |||||||
| |||||||
1 | school year shall be added to the benefit investment. | ||||||
2 | For any fiscal year in which a school district | ||||||
3 | organized under Article 34 of this Code is responsible | ||||||
4 | for paying the employer normal cost of teacher | ||||||
5 | pensions, then that amount of its employer normal cost | ||||||
6 | plus the amount for retiree health insurance as | ||||||
7 | certified by the Public School Teachers' Pension and | ||||||
8 | Retirement Fund of Chicago to be paid by the school | ||||||
9 | district for the preceding school year that is | ||||||
10 | statutorily required to cover employer normal costs | ||||||
11 | and the amount for retiree health insurance shall be | ||||||
12 | added to the 30% specified in this subparagraph (U). | ||||||
13 | The Teachers' Retirement System of the State of | ||||||
14 | Illinois and the Public School Teachers' Pension and | ||||||
15 | Retirement Fund of Chicago shall submit such | ||||||
16 | information as the State Superintendent may require | ||||||
17 | for the calculations set forth in this subparagraph | ||||||
18 | (U). | ||||||
19 | (V) Additional investments in low-income students. | ||||||
20 | In addition to and not in lieu of all other funding | ||||||
21 | under this paragraph (2), each Organizational Unit | ||||||
22 | shall receive funding based on the average teacher | ||||||
23 | salary for grades K through 12 to cover the costs of: | ||||||
24 | (i) one FTE intervention teacher (tutor) | ||||||
25 | position for every 125 Low-Income Count students; | ||||||
26 | (ii) one FTE pupil support staff position for |
| |||||||
| |||||||
1 | every 125 Low-Income Count students; | ||||||
2 | (iii) one FTE extended day teacher position | ||||||
3 | for every 120 Low-Income Count students; and | ||||||
4 | (iv) one FTE summer school teacher position | ||||||
5 | for every 120 Low-Income Count students. | ||||||
6 | (W) Additional investments in English learner | ||||||
7 | students. In addition to and not in lieu of all other | ||||||
8 | funding under this paragraph (2), each Organizational | ||||||
9 | Unit shall receive funding based on the average teacher | ||||||
10 | salary for grades K through 12 to cover the costs of: | ||||||
11 | (i) one FTE intervention teacher (tutor) | ||||||
12 | position for every 125 English learner students; | ||||||
13 | (ii) one FTE pupil support staff position for | ||||||
14 | every 125 English learner students; | ||||||
15 | (iii) one FTE extended day teacher position | ||||||
16 | for every 120 English learner students; | ||||||
17 | (iv) one FTE summer school teacher position | ||||||
18 | for every 120 English learner students; and | ||||||
19 | (v) one FTE core teacher position for every 100 | ||||||
20 | English learner students. | ||||||
21 | (X) Special education investments. Each | ||||||
22 | Organizational Unit shall receive funding based on the | ||||||
23 | average teacher salary for grades K through 12 to cover | ||||||
24 | special education as follows: | ||||||
25 | (i) one FTE teacher position for every 141 | ||||||
26 | combined ASE of pre-kindergarten children with |
| |||||||
| |||||||
1 | disabilities and all kindergarten through grade 12 | ||||||
2 | students; | ||||||
3 | (ii) one FTE instructional assistant for every | ||||||
4 | 141 combined ASE of pre-kindergarten children with | ||||||
5 | disabilities and all kindergarten through grade 12 | ||||||
6 | students; and | ||||||
7 | (iii) one FTE psychologist position for every | ||||||
8 | 1,000 combined ASE of pre-kindergarten children | ||||||
9 | with disabilities and all kindergarten through | ||||||
10 | grade 12 students. | ||||||
11 | (3) For calculating the salaries included within the | ||||||
12 | Essential Elements, the State Superintendent shall | ||||||
13 | annually calculate average salaries to the nearest dollar | ||||||
14 | using the employment information system data maintained by | ||||||
15 | the State Board, limited to public schools only and | ||||||
16 | excluding special education and vocational cooperatives, | ||||||
17 | schools operated by the Department of Juvenile Justice, and | ||||||
18 | charter schools, for the following positions: | ||||||
19 | (A) Teacher for grades K through 8. | ||||||
20 | (B) Teacher for grades 9 through 12. | ||||||
21 | (C) Teacher for grades K through 12. | ||||||
22 | (D) Guidance counselor for grades K through 8. | ||||||
23 | (E) Guidance counselor for grades 9 through 12. | ||||||
24 | (F) Guidance counselor for grades K through 12. | ||||||
25 | (G) Social worker. | ||||||
26 | (H) Psychologist. |
| |||||||
| |||||||
1 | (I) Librarian. | ||||||
2 | (J) Nurse. | ||||||
3 | (K) Principal. | ||||||
4 | (L) Assistant principal. | ||||||
5 | For the purposes of this paragraph (3), "teacher" | ||||||
6 | includes core teachers, specialist and elective teachers, | ||||||
7 | instructional facilitators, tutors, special education | ||||||
8 | teachers, pupil support staff teachers, English learner | ||||||
9 | teachers, extended day extended-day teachers, and summer | ||||||
10 | school teachers. Where specific grade data is not required | ||||||
11 | for the Essential Elements, the average salary for | ||||||
12 | corresponding positions shall apply. For substitute | ||||||
13 | teachers, the average teacher salary for grades K through | ||||||
14 | 12 shall apply. | ||||||
15 | For calculating the salaries included within the | ||||||
16 | Essential Elements for positions not included within EIS | ||||||
17 | Data, the following salaries shall be used in the first | ||||||
18 | year of implementation of Evidence-Based Funding: | ||||||
19 | (i) school site staff, $30,000; and | ||||||
20 | (ii) non-instructional assistant, instructional | ||||||
21 | assistant, library aide, library media tech, or | ||||||
22 | supervisory aide: $25,000. | ||||||
23 | In the second and subsequent years of implementation of | ||||||
24 | Evidence-Based Funding, the amounts in items (i) and (ii) | ||||||
25 | of this paragraph (3) shall annually increase by the ECI. | ||||||
26 | The salary amounts for the Essential Elements |
| |||||||
| |||||||
1 | determined pursuant to subparagraphs (A) through (L), (S) | ||||||
2 | and (T), and (V) through (X) of paragraph (2) of subsection | ||||||
3 | (b) of this Section shall be multiplied by a | ||||||
4 | Regionalization Factor. | ||||||
5 | (c) Local Capacity capacity calculation. | ||||||
6 | (1) Each Organizational Unit's Local Capacity | ||||||
7 | represents an amount of funding it is assumed to contribute | ||||||
8 | toward its Adequacy Target for purposes of the | ||||||
9 | Evidence-Based Funding formula calculation. "Local | ||||||
10 | Capacity" means either (i) the Organizational Unit's Local | ||||||
11 | Capacity Target as calculated in accordance with paragraph | ||||||
12 | (2) of this subsection (c) if its Real Receipts are equal | ||||||
13 | to or less than its Local Capacity Target or (ii) the | ||||||
14 | Organizational Unit's Adjusted Local Capacity, as | ||||||
15 | calculated in accordance with paragraph (3) of this | ||||||
16 | subsection (c) if Real Receipts are more than its Local | ||||||
17 | Capacity Target. | ||||||
18 | (2) "Local Capacity Target" means, for an | ||||||
19 | Organizational Unit, that dollar amount that is obtained by | ||||||
20 | multiplying its Adequacy Target by its Local Capacity | ||||||
21 | Ratio. | ||||||
22 | (A) An Organizational Unit's Local Capacity | ||||||
23 | Percentage is the conversion of the Organizational | ||||||
24 | Unit's Local Capacity Ratio, as such ratio is | ||||||
25 | determined in accordance with subparagraph (B) of this | ||||||
26 | paragraph (2), into a cumulative distribution |
| |||||||
| |||||||
1 | resulting in a percentile ranking to determine each | ||||||
2 | Organizational Unit's relative position to all other | ||||||
3 | Organizational Units in this State. The calculation of | ||||||
4 | Local Capacity Percentage is described in subparagraph | ||||||
5 | (C) of this paragraph (2). | ||||||
6 | (B) An Organizational Unit's Local Capacity Ratio | ||||||
7 | in a given year is the percentage obtained by dividing | ||||||
8 | its Adjusted EAV or PTELL EAV, whichever is less, by | ||||||
9 | its Adequacy Target, with the resulting ratio further | ||||||
10 | adjusted as follows: | ||||||
11 | (i) for Organizational Units serving grades | ||||||
12 | kindergarten through 12 and Hybrid Districts, no | ||||||
13 | further adjustments shall be made; | ||||||
14 | (ii) for Organizational Units serving grades | ||||||
15 | kindergarten through 8, the ratio shall be | ||||||
16 | multiplied by 9/13; | ||||||
17 | (iii) for Organizational Units serving grades | ||||||
18 | 9 through 12, the Local Capacity Ratio shall be | ||||||
19 | multiplied by 4/13; and | ||||||
20 | (iv) for an Organizational Unit with a | ||||||
21 | different grade configuration than those specified | ||||||
22 | in items (i) through (iii) of this subparagraph | ||||||
23 | (B), the State Superintendent shall determine a | ||||||
24 | comparable adjustment based on the grades served. | ||||||
25 | (C) The Local Capacity Percentage is equal to the | ||||||
26 | percentile ranking of the district. Local Capacity |
| |||||||
| |||||||
1 | Percentage converts each Organizational Unit's Local | ||||||
2 | Capacity Ratio to a cumulative distribution resulting | ||||||
3 | in a percentile ranking to determine each | ||||||
4 | Organizational Unit's relative position to all other | ||||||
5 | Organizational Units in this State. The Local Capacity | ||||||
6 | Percentage cumulative distribution resulting in a | ||||||
7 | percentile ranking for each Organizational Unit shall | ||||||
8 | be calculated using the standard normal distribution | ||||||
9 | of the score in relation to the weighted mean and | ||||||
10 | weighted standard deviation and Local Capacity Ratios | ||||||
11 | of all Organizational Units. If the value assigned to | ||||||
12 | any Organizational Unit is in excess of 90%, the value | ||||||
13 | shall be adjusted to 90%. For Laboratory Schools, the | ||||||
14 | Local Capacity Percentage shall be set at 10% in
| ||||||
15 | recognition of the absence of EAV and resources from | ||||||
16 | the public university that are allocated to
the | ||||||
17 | Laboratory School. For programs operated by a regional | ||||||
18 | office of education or an intermediate service center, | ||||||
19 | the Local Capacity Percentage must be set at 10% in | ||||||
20 | recognition of the absence of EAV and resources from | ||||||
21 | school districts that are allocated to the regional | ||||||
22 | office of education or intermediate service center. | ||||||
23 | The weighted mean for the Local Capacity Percentage | ||||||
24 | shall be determined by multiplying each Organizational | ||||||
25 | Unit's Local Capacity Ratio times the ASE for the unit | ||||||
26 | creating a weighted value, summing the weighted values |
| |||||||
| |||||||
1 | of all Organizational Units, and dividing by the total | ||||||
2 | ASE of all Organizational Units. The weighted standard | ||||||
3 | deviation shall be determined by taking the square root | ||||||
4 | of the weighted variance of all Organizational Units' | ||||||
5 | Local Capacity Ratio, where the variance is calculated | ||||||
6 | by squaring the difference between each unit's Local | ||||||
7 | Capacity Ratio and the weighted mean, then multiplying | ||||||
8 | the variance for each unit times the ASE for the unit | ||||||
9 | to create a weighted variance for each unit, then | ||||||
10 | summing all units' weighted variance and dividing by | ||||||
11 | the total ASE of all units. | ||||||
12 | (D) For any Organizational Unit, the | ||||||
13 | Organizational Unit's Adjusted Local Capacity Target | ||||||
14 | shall be reduced by either (i) the school board's | ||||||
15 | remaining contribution pursuant to paragraph (ii) of | ||||||
16 | subsection (b-4) of Section 16-158 of the Illinois | ||||||
17 | Pension Code in a given year , or (ii) the board of | ||||||
18 | education's remaining contribution pursuant to | ||||||
19 | paragraph (iv) of subsection (b) of Section 17-129 of | ||||||
20 | the Illinois Pension Code absent the employer normal | ||||||
21 | cost portion of the required contribution and amount | ||||||
22 | allowed pursuant to subdivision (3) of Section | ||||||
23 | 17-142.1 of the Illinois Pension Code in a given year. | ||||||
24 | In the preceding sentence, item (i) shall be certified | ||||||
25 | to the State Board of Education by the Teachers' | ||||||
26 | Retirement System of the State of Illinois and item |
| |||||||
| |||||||
1 | (ii) shall be certified to the State Board of Education | ||||||
2 | by the Public School Teachers' Pension and Retirement | ||||||
3 | Fund of the City of Chicago. | ||||||
4 | (3) If an Organizational Unit's Real Receipts are more | ||||||
5 | than its Local Capacity Target, then its Local Capacity | ||||||
6 | shall equal an Adjusted Local Capacity Target as calculated | ||||||
7 | in accordance with this paragraph (3). The Adjusted Local | ||||||
8 | Capacity Target is calculated as the sum of the | ||||||
9 | Organizational Unit's Local Capacity Target and its Real | ||||||
10 | Receipts Adjustment. The Real Receipts Adjustment equals | ||||||
11 | the Organizational Unit's Real Receipts less its Local | ||||||
12 | Capacity Target, with the resulting figure multiplied by | ||||||
13 | the Local Capacity Percentage. | ||||||
14 | As used in this paragraph (3), "Real Percent of | ||||||
15 | Adequacy" means the sum of an Organizational Unit's Real | ||||||
16 | Receipts, CPPRT, and Base Funding Minimum, with the | ||||||
17 | resulting figure divided by the Organizational Unit's | ||||||
18 | Adequacy Target. | ||||||
19 | (d) Calculation of Real Receipts, EAV, and Adjusted EAV for | ||||||
20 | purposes of the Local Capacity calculation. | ||||||
21 | (1) An Organizational Unit's Real Receipts are the | ||||||
22 | product of its Applicable Tax Rate and its Adjusted EAV. An | ||||||
23 | Organizational Unit's Applicable Tax Rate is its Adjusted | ||||||
24 | Operating Tax Rate for property within the Organizational | ||||||
25 | Unit. | ||||||
26 | (2) The State Superintendent shall calculate the |
| |||||||
| |||||||
1 | equalized assessed valuation Equalized Assessed Valuation , | ||||||
2 | or EAV, of all taxable property of each Organizational Unit | ||||||
3 | as of September 30 of the previous year in accordance with | ||||||
4 | paragraph (3) of this subsection (d). The State | ||||||
5 | Superintendent shall then determine the Adjusted EAV of | ||||||
6 | each Organizational Unit in accordance with paragraph (4) | ||||||
7 | of this subsection (d), which Adjusted EAV figure shall be | ||||||
8 | used for the purposes of calculating Local Capacity. | ||||||
9 | (3) To calculate Real Receipts and EAV, the Department | ||||||
10 | of Revenue shall supply to the State Superintendent the | ||||||
11 | value as equalized or assessed by the Department of Revenue | ||||||
12 | of all taxable property of every Organizational Unit, | ||||||
13 | together with (i) the applicable tax rate used in extending | ||||||
14 | taxes for the funds of the Organizational Unit as of | ||||||
15 | September 30 of the previous year and (ii) the limiting | ||||||
16 | rate for all Organizational Units subject to property tax | ||||||
17 | extension limitations as imposed under PTELL. | ||||||
18 | (A) The Department of Revenue shall add to the | ||||||
19 | equalized assessed value of all taxable property of | ||||||
20 | each Organizational Unit situated entirely or | ||||||
21 | partially within a county that is or was subject to the | ||||||
22 | provisions of Section 15-176 or 15-177 of the Property | ||||||
23 | Tax Code (i) an amount equal to the total amount by | ||||||
24 | which the homestead exemption allowed under Section | ||||||
25 | 15-176 or 15-177 of the Property Tax Code for real | ||||||
26 | property situated in that Organizational Unit exceeds |
| |||||||
| |||||||
1 | the total amount that would have been allowed in that | ||||||
2 | Organizational Unit if the maximum reduction under | ||||||
3 | Section 15-176 was (I) $4,500 in Cook County or $3,500 | ||||||
4 | in all other counties in tax year 2003 or (II) $5,000 | ||||||
5 | in all counties in tax year 2004 and thereafter and | ||||||
6 | (ii) an amount equal to the aggregate amount for the | ||||||
7 | taxable year of all additional exemptions under | ||||||
8 | Section 15-175 of the Property Tax Code for owners with | ||||||
9 | a household income of $30,000 or less. The county clerk | ||||||
10 | of any county that is or was subject to the provisions | ||||||
11 | of Section 15-176 or 15-177 of the Property Tax Code | ||||||
12 | shall annually calculate and certify to the Department | ||||||
13 | of Revenue for each Organizational Unit all homestead | ||||||
14 | exemption amounts under Section 15-176 or 15-177 of the | ||||||
15 | Property Tax Code and all amounts of additional | ||||||
16 | exemptions under Section 15-175 of the Property Tax | ||||||
17 | Code for owners with a household income of $30,000 or | ||||||
18 | less. It is the intent of this subparagraph (A) that if | ||||||
19 | the general homestead exemption for a parcel of | ||||||
20 | property is determined under Section 15-176 or 15-177 | ||||||
21 | of the Property Tax Code rather than Section 15-175, | ||||||
22 | then the calculation of EAV shall not be affected by | ||||||
23 | the difference, if any, between the amount of the | ||||||
24 | general homestead exemption allowed for that parcel of | ||||||
25 | property under Section 15-176 or 15-177 of the Property | ||||||
26 | Tax Code and the amount that would have been allowed |
| |||||||
| |||||||
1 | had the general homestead exemption for that parcel of | ||||||
2 | property been determined under Section 15-175 of the | ||||||
3 | Property Tax Code. It is further the intent of this | ||||||
4 | subparagraph (A) that if additional exemptions are | ||||||
5 | allowed under Section 15-175 of the Property Tax Code | ||||||
6 | for owners with a household income of less than | ||||||
7 | $30,000, then the calculation of EAV shall not be | ||||||
8 | affected by the difference, if any, because of those | ||||||
9 | additional exemptions. | ||||||
10 | (B) With respect to any part of an Organizational | ||||||
11 | Unit within a redevelopment project area in respect to | ||||||
12 | which a municipality has adopted tax increment | ||||||
13 | allocation financing pursuant to the Tax Increment | ||||||
14 | Allocation Redevelopment Act, Division 74.4 of Article | ||||||
15 | 11 of the Illinois Municipal Code, or the Industrial | ||||||
16 | Jobs Recovery Law, Division 74.6 of Article 11 of the | ||||||
17 | Illinois Municipal Code, no part of the current EAV of | ||||||
18 | real property located in any such project area that | ||||||
19 | which is attributable to an increase above the total | ||||||
20 | initial EAV of such property shall be used as part of | ||||||
21 | the EAV of the Organizational Unit, until such time as | ||||||
22 | all redevelopment project costs have been paid, as | ||||||
23 | provided in Section 11-74.4-8 of the Tax Increment | ||||||
24 | Allocation Redevelopment Act or in Section 11-74.6-35 | ||||||
25 | of the Industrial Jobs Recovery Law. For the purpose of | ||||||
26 | the EAV of the Organizational Unit, the total initial |
| |||||||
| |||||||
1 | EAV or the current EAV, whichever is lower, shall be | ||||||
2 | used until such time as all redevelopment project costs | ||||||
3 | have been paid. | ||||||
4 | (B-5) The real property equalized assessed | ||||||
5 | valuation for a school district shall be adjusted by | ||||||
6 | subtracting from the real property value, as equalized | ||||||
7 | or assessed by the Department of Revenue, for the | ||||||
8 | district an amount computed by dividing the amount of | ||||||
9 | any abatement of taxes under Section 18-170 of the | ||||||
10 | Property Tax Code by 3.00% for a district maintaining | ||||||
11 | grades kindergarten through 12, by 2.30% for a district | ||||||
12 | maintaining grades kindergarten through 8, or by 1.05% | ||||||
13 | for a district maintaining grades 9 through 12 and | ||||||
14 | adjusted by an amount computed by dividing the amount | ||||||
15 | of any abatement of taxes under subsection (a) of | ||||||
16 | Section 18-165 of the Property Tax Code by the same | ||||||
17 | percentage rates for district type as specified in this | ||||||
18 | subparagraph (B-5). | ||||||
19 | (C) For Organizational Units that are Hybrid | ||||||
20 | Districts, the State Superintendent shall use the | ||||||
21 | lesser of the adjusted equalized assessed valuation | ||||||
22 | for property within the partial elementary unit | ||||||
23 | district for elementary purposes, as defined in | ||||||
24 | Article 11E of this Code, or the adjusted equalized | ||||||
25 | assessed valuation for property within the partial | ||||||
26 | elementary unit district for high school purposes, as |
| |||||||
| |||||||
1 | defined in Article 11E of this Code. | ||||||
2 | (4) An Organizational Unit's Adjusted EAV shall be the | ||||||
3 | average of its EAV over the immediately preceding 3 years | ||||||
4 | or its EAV in the immediately preceding year if the EAV in | ||||||
5 | the immediately preceding year has declined by 10% or more | ||||||
6 | compared to the 3-year average. In the event of | ||||||
7 | Organizational Unit reorganization, consolidation, or | ||||||
8 | annexation, the Organizational Unit's Adjusted EAV for the | ||||||
9 | first 3 years after such change shall be as follows: the | ||||||
10 | most current EAV shall be used in the first year, the | ||||||
11 | average of a 2-year EAV or its EAV in the immediately | ||||||
12 | preceding year if the EAV declines by 10% or more compared | ||||||
13 | to the 2-year average for the second year, and a 3-year | ||||||
14 | average EAV or its EAV in the immediately preceding year if | ||||||
15 | the Adjusted adjusted EAV declines by 10% or more compared | ||||||
16 | to the 3-year average for the third year. For any school | ||||||
17 | district whose EAV in the immediately preceding year is | ||||||
18 | used in calculations, in the following year, the Adjusted | ||||||
19 | EAV shall be the average of its EAV over the immediately | ||||||
20 | preceding 2 years or the immediately preceding year if that | ||||||
21 | year represents a decline of 10% or more compared to the | ||||||
22 | 2-year average. | ||||||
23 | "PTELL EAV" means a figure calculated by the State | ||||||
24 | Board for Organizational Units subject to PTELL as | ||||||
25 | described in this paragraph (4) for the purposes of | ||||||
26 | calculating an Organizational Unit's Local Capacity Ratio. |
| |||||||
| |||||||
1 | Except as otherwise provided in this paragraph (4), the | ||||||
2 | PTELL EAV of an Organizational Unit shall be equal to the | ||||||
3 | product of the equalized assessed valuation last used in | ||||||
4 | the calculation of general State aid under Section 18-8.05 | ||||||
5 | of this Code (now repealed) or Evidence-Based Funding under | ||||||
6 | this Section and the Organizational Unit's Extension | ||||||
7 | Limitation Ratio. If an Organizational Unit has approved or | ||||||
8 | does approve an increase in its limiting rate, pursuant to | ||||||
9 | Section 18-190 of the Property Tax Code, affecting the Base | ||||||
10 | Tax Year, the PTELL EAV shall be equal to the product of | ||||||
11 | the equalized assessed valuation last used in the | ||||||
12 | calculation of general State aid under Section 18-8.05 of | ||||||
13 | this Code (now repealed) or Evidence-Based Funding under | ||||||
14 | this Section multiplied by an amount equal to one plus the | ||||||
15 | percentage increase, if any, in the Consumer Price Index | ||||||
16 | for All Urban Consumers for all items published by the | ||||||
17 | United States Department of Labor for the 12-month calendar | ||||||
18 | year preceding the Base Tax Year, plus the equalized | ||||||
19 | assessed valuation of new property, annexed property, and | ||||||
20 | recovered tax increment value and minus the equalized | ||||||
21 | assessed valuation of disconnected property. | ||||||
22 | As used in this paragraph (4), "new property" and | ||||||
23 | "recovered tax increment value" shall have the meanings set | ||||||
24 | forth in the Property Tax Extension Limitation Law. | ||||||
25 | (e) Base Funding Minimum calculation. | ||||||
26 | (1) For the 2017-2018 school year, the Base Funding |
| |||||||
| |||||||
1 | Minimum of an Organizational Unit or a Specially Funded | ||||||
2 | Unit shall be the amount of State funds distributed to the | ||||||
3 | Organizational Unit or Specially Funded Unit during the | ||||||
4 | 2016-2017 school year prior to any adjustments and | ||||||
5 | specified appropriation amounts described in this | ||||||
6 | paragraph (1) from the following Sections, as calculated by | ||||||
7 | the State Superintendent: Section 18-8.05 of this Code (now | ||||||
8 | repealed); Section 5 of Article 224 of Public Act 99-524 | ||||||
9 | (equity grants); Section 14-7.02b of this Code (funding for | ||||||
10 | children requiring special education services); Section | ||||||
11 | 14-13.01 of this Code (special education facilities and | ||||||
12 | staffing), except for reimbursement of the cost of | ||||||
13 | transportation pursuant to Section 14-13.01; Section | ||||||
14 | 14C-12 of this Code (English learners); and Section 18-4.3 | ||||||
15 | of this Code (summer school), based on an appropriation | ||||||
16 | level of $13,121,600. For a school district organized under | ||||||
17 | Article 34 of this Code, the Base Funding Minimum also | ||||||
18 | includes (i) the funds allocated to the school district | ||||||
19 | pursuant to Section 1D-1 of this Code attributable to | ||||||
20 | funding programs authorized by the Sections of this Code | ||||||
21 | listed in the preceding sentence ; and (ii) the difference | ||||||
22 | between (I) the funds allocated to the school district | ||||||
23 | pursuant to Section 1D-1 of this Code attributable to the | ||||||
24 | funding programs authorized by Section 14-7.02 (non-public | ||||||
25 | special education reimbursement), subsection (b) of | ||||||
26 | Section 14-13.01 (special education transportation), |
| |||||||
| |||||||
1 | Section 29-5 (transportation), Section 2-3.80 | ||||||
2 | (agricultural education), Section 2-3.66 (truants' | ||||||
3 | alternative education), Section 2-3.62 (educational | ||||||
4 | service centers), and Section 14-7.03 (special education - | ||||||
5 | orphanage) of this Code and Section 15 of the Childhood | ||||||
6 | Hunger Relief Act (free breakfast program) and (II) the | ||||||
7 | school district's actual expenditures for its non-public | ||||||
8 | special education, special education transportation, | ||||||
9 | transportation programs, agricultural education, truants' | ||||||
10 | alternative education, services that would otherwise be | ||||||
11 | performed by a regional office of education, special | ||||||
12 | education orphanage expenditures, and free breakfast, as | ||||||
13 | most recently calculated and reported pursuant to | ||||||
14 | subsection (f) of Section 1D-1 of this Code. The Base | ||||||
15 | Funding Minimum for Glenwood Academy shall be $625,500. For | ||||||
16 | programs operated by a regional office of education or an | ||||||
17 | intermediate service center, the Base Funding Minimum must | ||||||
18 | be the total amount of State funds allocated to those | ||||||
19 | programs in the 2018-2019 school year and amounts provided | ||||||
20 | pursuant to Article 34 of Public Act 100-586 and Section | ||||||
21 | 3-16 of this Code. All programs established after June 5, | ||||||
22 | 2019 ( the effective date of Public Act 101-10) this | ||||||
23 | amendatory Act of the 101st General Assembly and | ||||||
24 | administered by a regional office of education or an | ||||||
25 | intermediate service center must have an initial Base | ||||||
26 | Funding Minimum set to an amount equal to the first-year |
| |||||||
| |||||||
1 | ASE multiplied by the amount of per pupil funding received | ||||||
2 | in the previous school year by the lowest funded similar | ||||||
3 | existing program type. If the enrollment for a program | ||||||
4 | operated by a regional office of education or an | ||||||
5 | intermediate service center is zero, then it may not | ||||||
6 | receive Base Funding Minimum funds for that program in the | ||||||
7 | next fiscal year, and those funds must be distributed to | ||||||
8 | Organizational Units under subsection (g). | ||||||
9 | (2) For the 2018-2019 and 2019-2020 subsequent school | ||||||
10 | years, the Base Funding Minimum of Organizational Units and | ||||||
11 | Specially Funded Units shall be the sum of (i) the amount | ||||||
12 | of Evidence-Based Funding for the prior school year, (ii) | ||||||
13 | the Base Funding Minimum for the prior school year, and | ||||||
14 | (iii) any amount received by a school district pursuant to | ||||||
15 | Section 7 of Article 97 of Public Act 100-21. | ||||||
16 | (2.5) Except as otherwise provided in paragraph (3) of | ||||||
17 | this subsection (e), for the 2020-2021 school year, the | ||||||
18 | Base Funding Minimum of Organizational Units and Specially | ||||||
19 | Funded Units shall be the sum of (i) the amount of New | ||||||
20 | State Funds they received in the prior school year, (ii) | ||||||
21 | the Base Funding Minimum for the prior school year, and | ||||||
22 | (iii) the amount certified by the Teachers' Retirement | ||||||
23 | System of the State of Illinois as the normal cost of the | ||||||
24 | Organizational Unit's teacher pensions assigned to that | ||||||
25 | Organizational Unit pursuant to subsection (b-5) of | ||||||
26 | Section 16-158 of the Illinois Pension Code for the |
| |||||||
| |||||||
1 | preceding school year or the amount certified by the Public | ||||||
2 | School Teachers' Pension and Retirement Fund of Chicago | ||||||
3 | that the board of education of a school district organized | ||||||
4 | under Article 34 of this Code is obligated to contribute | ||||||
5 | pursuant to subsection (i) of Section 17-127 of the | ||||||
6 | Illinois Pension Code in the preceding school year. Except | ||||||
7 | as otherwise provided in paragraph (3) of this subsection | ||||||
8 | (e), for the 2021-2022 school year and subsequent school | ||||||
9 | years, the Base Funding Minimum of Organizational Units and | ||||||
10 | Specially Funded Units shall be the sum of (i) the amount | ||||||
11 | of New State Funds they received in the prior year and (ii) | ||||||
12 | the Base Funding Minimum for the prior school year. | ||||||
13 | (3) In this paragraph (3): | ||||||
14 | "Excess state payment" means any amount of an | ||||||
15 | Organizational Unit's Preliminary Base Funding Minimum | ||||||
16 | that is in excess of the expected State payment. | ||||||
17 | "Expected State payment" means the amount an | ||||||
18 | Organizational Unit would receive from the State if the | ||||||
19 | Evidence-Based Funding formula under this Section were | ||||||
20 | fully funded, calculated for each Organizational Unit by | ||||||
21 | taking the difference of the Organizational Unit's | ||||||
22 | regionalized Adequacy Target and its preliminary Local | ||||||
23 | Capacity Target. | ||||||
24 | For the 2021-2022 school year and subsequent school | ||||||
25 | years, the Base Funding Minimum of Organizational Units | ||||||
26 | shall exclude any excess State payment specified and |
| |||||||
| |||||||
1 | determined by the State Superintendent pursuant to this | ||||||
2 | paragraph (3). For the 2021-2022 school year, the State | ||||||
3 | Superintendent shall exclude 33% of any excess State | ||||||
4 | payment amount from the Base Funding Minimum of the | ||||||
5 | Organizational Unit. For the 2022-2023 school year, the | ||||||
6 | State Superintendent shall exclude 66% of any excess State | ||||||
7 | payment amount from the Base Funding Minimum of the | ||||||
8 | Organizational Unit. For the 2023-2024 school year and | ||||||
9 | subsequent school years, the State Superintendent shall | ||||||
10 | exclude 100% of any excess State payment amount from the | ||||||
11 | Base Funding Minimum of the Organizational Unit. Each | ||||||
12 | school year, the State Superintendent shall distribute the | ||||||
13 | total amount of excess State payment amounts excluded | ||||||
14 | pursuant to this paragraph (3) as New State Funds pursuant | ||||||
15 | to subsection (g) of this Section. | ||||||
16 | (f) Percent of Adequacy and Final Resources calculation. | ||||||
17 | (1) The Evidence-Based Funding formula establishes a | ||||||
18 | Percent of Adequacy for each Organizational Unit in order | ||||||
19 | to place such units into tiers for the purposes of the | ||||||
20 | funding distribution system described in subsection (g) of | ||||||
21 | this Section. Initially, an Organizational Unit's | ||||||
22 | Preliminary Resources and Preliminary Percent of Adequacy | ||||||
23 | are calculated pursuant to paragraph (2) of this subsection | ||||||
24 | (f). Then, an Organizational Unit's Final Resources and | ||||||
25 | Final Percent of Adequacy are calculated to account for the | ||||||
26 | Organizational Unit's poverty concentration levels |
| |||||||
| |||||||
1 | pursuant to paragraphs (3) and (4) of this subsection (f). | ||||||
2 | (2) An Organizational Unit's Preliminary Resources are | ||||||
3 | equal to the sum of its Local Capacity Target, CPPRT, and | ||||||
4 | Base Funding Minimum. An Organizational Unit's Preliminary | ||||||
5 | Percent of Adequacy is the lesser of (i) its Preliminary | ||||||
6 | Resources divided by its Adequacy Target or (ii) 100%. | ||||||
7 | (3) Except for Specially Funded Units, an | ||||||
8 | Organizational Unit's Final Resources are equal the sum of | ||||||
9 | its Local Capacity, CPPRT, and Adjusted Base Funding | ||||||
10 | Minimum. The Base Funding Minimum of each Specially Funded | ||||||
11 | Unit shall serve as its Final Resources, except that the | ||||||
12 | Base Funding Minimum for State-approved charter schools | ||||||
13 | shall not include any portion of general State aid | ||||||
14 | allocated in the prior year based on the per capita tuition | ||||||
15 | charge times the charter school enrollment. | ||||||
16 | (4) An Organizational Unit's Final Percent of Adequacy | ||||||
17 | is its Final Resources divided by its Adequacy Target. An | ||||||
18 | Organizational Unit's Adjusted Base Funding Minimum is | ||||||
19 | equal to its Base Funding Minimum less its Supplemental | ||||||
20 | Grant Funding, with the resulting figure added to the | ||||||
21 | product of its Supplemental Grant Funding and Preliminary | ||||||
22 | Percent of Adequacy. | ||||||
23 | (g) Evidence-Based Funding formula distribution system. | ||||||
24 | (1) In each school year under the Evidence-Based | ||||||
25 | Funding formula, each Organizational Unit receives funding | ||||||
26 | equal to the sum of its Base Funding Minimum and the unit's |
| |||||||
| |||||||
1 | allocation of New State Funds determined pursuant to this | ||||||
2 | subsection (g). To allocate New State Funds, the | ||||||
3 | Evidence-Based Funding formula distribution system first | ||||||
4 | places all Organizational Units into one of 4 tiers in | ||||||
5 | accordance with paragraph (3) of this subsection (g), based | ||||||
6 | on the Organizational Unit's Final Percent of Adequacy. New | ||||||
7 | State Funds are allocated to each of the 4 tiers as | ||||||
8 | follows: Tier 1 Aggregate Funding equals 50% of all New | ||||||
9 | State Funds, Tier 2 Aggregate Funding equals 49% of all New | ||||||
10 | State Funds, Tier 3 Aggregate Funding equals 0.9% of all | ||||||
11 | New State Funds, and Tier 4 Aggregate Funding equals 0.1% | ||||||
12 | of all New State Funds. Each Organizational Unit within | ||||||
13 | Tier 1 or Tier 2 receives an allocation of New State Funds | ||||||
14 | equal to its tier Funding Gap, as defined in the following | ||||||
15 | sentence, multiplied by the tier's Allocation Rate | ||||||
16 | determined pursuant to paragraph (4) of this subsection | ||||||
17 | (g). For Tier 1, an Organizational Unit's Funding Gap | ||||||
18 | equals the tier's Target Ratio, as specified in paragraph | ||||||
19 | (5) of this subsection (g), multiplied by the | ||||||
20 | Organizational Unit's Adequacy Target, with the resulting | ||||||
21 | amount reduced by the Organizational Unit's Final | ||||||
22 | Resources. For Tier 2, an Organizational Unit's Funding Gap | ||||||
23 | equals the tier's Target Ratio, as described in paragraph | ||||||
24 | (5) of this subsection (g), multiplied by the | ||||||
25 | Organizational Unit's Adequacy Target, with the resulting | ||||||
26 | amount reduced by the Organizational Unit's Final |
| |||||||
| |||||||
1 | Resources and its Tier 1 funding allocation. To determine | ||||||
2 | the Organizational Unit's Funding Gap, the resulting | ||||||
3 | amount is then multiplied by a factor equal to one minus | ||||||
4 | the Organizational Unit's Local Capacity Target | ||||||
5 | percentage. Each Organizational Unit within Tier 3 or Tier | ||||||
6 | 4 receives an allocation of New State Funds equal to the | ||||||
7 | product of its Adequacy Target and the tier's Allocation | ||||||
8 | Rate, as specified in paragraph (4) of this subsection (g). | ||||||
9 | (2) To ensure equitable distribution of dollars for all | ||||||
10 | Tier 2 Organizational Units, no Tier 2 Organizational Unit | ||||||
11 | shall receive fewer dollars per ASE than any Tier 3 | ||||||
12 | Organizational Unit. Each Tier 2 and Tier 3 Organizational | ||||||
13 | Unit shall have its funding allocation divided by its ASE. | ||||||
14 | Any Tier 2 Organizational Unit with a funding allocation | ||||||
15 | per ASE below the greatest Tier 3 allocation per ASE shall | ||||||
16 | get a funding allocation equal to the greatest Tier 3 | ||||||
17 | funding allocation per ASE multiplied by the | ||||||
18 | Organizational Unit's ASE. Each Tier 2 Organizational | ||||||
19 | Unit's Tier 2 funding allocation shall be multiplied by the | ||||||
20 | percentage calculated by dividing the original Tier 2 | ||||||
21 | Aggregate Funding by the sum of all Tier 2 Organizational | ||||||
22 | Units' Unit's Tier 2 funding allocation after adjusting | ||||||
23 | districts' funding below Tier 3 levels. | ||||||
24 | (3) Organizational Units are placed into one of 4 tiers | ||||||
25 | as follows: | ||||||
26 | (A) Tier 1 consists of all Organizational Units, |
| |||||||
| |||||||
1 | except for Specially Funded Units, with a Percent of | ||||||
2 | Adequacy less than the Tier 1 Target Ratio. The Tier 1 | ||||||
3 | Target Ratio is the ratio level that allows for Tier 1 | ||||||
4 | Aggregate Funding to be distributed, with the Tier 1 | ||||||
5 | Allocation Rate determined pursuant to paragraph (4) | ||||||
6 | of this subsection (g). | ||||||
7 | (B) Tier 2 consists of all Tier 1 Units and all | ||||||
8 | other Organizational Units, except for Specially | ||||||
9 | Funded Units, with a Percent of Adequacy of less than | ||||||
10 | 0.90. | ||||||
11 | (C) Tier 3 consists of all Organizational Units, | ||||||
12 | except for Specially Funded Units, with a Percent of | ||||||
13 | Adequacy of at least 0.90 and less than 1.0. | ||||||
14 | (D) Tier 4 consists of all Organizational Units | ||||||
15 | with a Percent of Adequacy of at least 1.0. | ||||||
16 | (4) The Allocation Rates for Tiers 1 through 4 are is | ||||||
17 | determined as follows: | ||||||
18 | (A) The Tier 1 Allocation Rate is 30%. | ||||||
19 | (B) The Tier 2 Allocation Rate is the result of the | ||||||
20 | following equation: Tier 2 Aggregate Funding, divided | ||||||
21 | by the sum of the Funding Gaps for all Tier 2 | ||||||
22 | Organizational Units, unless the result of such | ||||||
23 | equation is higher than 1.0. If the result of such | ||||||
24 | equation is higher than 1.0, then the Tier 2 Allocation | ||||||
25 | Rate is 1.0. | ||||||
26 | (C) The Tier 3 Allocation Rate is the result of the |
| |||||||
| |||||||
1 | following equation: Tier 3
Aggregate Funding, divided | ||||||
2 | by the sum of the Adequacy Targets of all Tier 3 | ||||||
3 | Organizational
Units. | ||||||
4 | (D) The Tier 4 Allocation Rate is the result of the | ||||||
5 | following equation: Tier 4
Aggregate Funding, divided | ||||||
6 | by the sum of the Adequacy Targets of all Tier 4 | ||||||
7 | Organizational
Units. | ||||||
8 | (5) A tier's Target Ratio is determined as follows: | ||||||
9 | (A) The Tier 1 Target Ratio is the ratio level that | ||||||
10 | allows for Tier 1 Aggregate Funding to be distributed | ||||||
11 | with the Tier 1 Allocation Rate. | ||||||
12 | (B) The Tier 2 Target Ratio is 0.90. | ||||||
13 | (C) The Tier 3 Target Ratio is 1.0. | ||||||
14 | (6) If, at any point, the Tier 1 Target Ratio is | ||||||
15 | greater than 90%, than all Tier 1 funding shall be | ||||||
16 | allocated to Tier 2 and no Tier 1 Organizational Unit's | ||||||
17 | funding may be identified. | ||||||
18 | (7) In the event that all Tier 2 Organizational Units | ||||||
19 | receive funding at the Tier 2 Target Ratio level, any | ||||||
20 | remaining New State Funds shall be allocated to Tier 3 and | ||||||
21 | Tier 4 Organizational Units. | ||||||
22 | (8) If any Specially Funded Units, excluding Glenwood | ||||||
23 | Academy, recognized by the State Board do not qualify for | ||||||
24 | direct funding following the implementation of Public Act | ||||||
25 | 100-465 this amendatory Act of the 100th General Assembly | ||||||
26 | from any of the funding sources included within the |
| |||||||
| |||||||
1 | definition of Base Funding Minimum, the unqualified | ||||||
2 | portion of the Base Funding Minimum shall be transferred to | ||||||
3 | one or more appropriate Organizational Units as determined | ||||||
4 | by the State Superintendent based on the prior year ASE of | ||||||
5 | the Organizational Units. | ||||||
6 | (8.5) If a school district withdraws from a special | ||||||
7 | education cooperative, the portion of the Base Funding | ||||||
8 | Minimum that is attributable to the school district may be | ||||||
9 | redistributed to the school district upon withdrawal. The | ||||||
10 | school district and the cooperative must include the amount | ||||||
11 | of the Base Funding Minimum that is to be reapportioned | ||||||
12 | re-apportioned in their withdrawal agreement and notify | ||||||
13 | the State Board of the change with a copy of the agreement | ||||||
14 | upon withdrawal. | ||||||
15 | (9) The Minimum Funding Level is intended to establish | ||||||
16 | a target for State funding that will keep pace with | ||||||
17 | inflation and continue to advance equity through the | ||||||
18 | Evidence-Based Funding formula. The target for State | ||||||
19 | funding of New Property Tax Relief Pool Funds is | ||||||
20 | $50,000,000 for State fiscal year 2019 and subsequent State | ||||||
21 | fiscal years. The Minimum Funding Level is equal to | ||||||
22 | $350,000,000. In addition to any New State Funds, no more | ||||||
23 | than $50,000,000 New Property Tax Relief Pool Funds may be | ||||||
24 | counted toward towards the Minimum Funding Level. If the | ||||||
25 | sum of New State Funds and applicable New Property Tax | ||||||
26 | Relief Pool Funds are less than the Minimum Funding Level, |
| |||||||
| |||||||
1 | than funding for tiers shall be reduced in the following | ||||||
2 | manner: | ||||||
3 | (A) First, Tier 4 funding shall be reduced by an | ||||||
4 | amount equal to the difference between the Minimum | ||||||
5 | Funding Level and New State Funds until such time as | ||||||
6 | Tier 4 funding is exhausted. | ||||||
7 | (B) Next, Tier 3 funding shall be reduced by an | ||||||
8 | amount equal to the difference between the Minimum | ||||||
9 | Funding Level and New State Funds and the reduction in | ||||||
10 | Tier 4 funding until such time as Tier 3 funding is | ||||||
11 | exhausted. | ||||||
12 | (C) Next, Tier 2 funding shall be reduced by an | ||||||
13 | amount equal to the difference between the Minimum | ||||||
14 | Funding Level level and New new State Funds and the | ||||||
15 | reduction in Tier 4 and Tier 3. | ||||||
16 | (D) Finally, Tier 1 funding shall be reduced by an | ||||||
17 | amount equal to the difference between the Minimum | ||||||
18 | Funding level and New State Funds and the reduction in | ||||||
19 | Tier 2, 3, and 4 funding. In addition, the Allocation | ||||||
20 | Rate for Tier 1 shall be reduced to a percentage equal | ||||||
21 | to the Tier 1 Allocation Rate allocation rate set by | ||||||
22 | paragraph (4) of this subsection (g), multiplied by the | ||||||
23 | result of New State Funds divided by the Minimum | ||||||
24 | Funding Level. | ||||||
25 | (9.5) For State fiscal year 2019 and subsequent State | ||||||
26 | fiscal years, if New State Funds exceed $300,000,000, then |
| |||||||
| |||||||
1 | any amount in excess of $300,000,000 shall be dedicated for | ||||||
2 | purposes of Section 2-3.170 of this Code up to a maximum of | ||||||
3 | $50,000,000. | ||||||
4 | (10) In the event of a decrease in the amount of the | ||||||
5 | appropriation for this Section in any fiscal year after | ||||||
6 | implementation of this Section, the Organizational Units | ||||||
7 | receiving Tier 1 and Tier 2 funding, as determined under | ||||||
8 | paragraph (3) of this subsection (g), shall be held | ||||||
9 | harmless by establishing a Base Funding Guarantee equal to | ||||||
10 | the per pupil kindergarten through grade 12 funding | ||||||
11 | received in accordance with this Section in the prior | ||||||
12 | fiscal year. Reductions shall be
made to the Base Funding | ||||||
13 | Minimum of Organizational Units in Tier 3 and Tier 4 on a
| ||||||
14 | per pupil basis equivalent to the total number of the ASE | ||||||
15 | in Tier 3-funded and Tier 4-funded Organizational Units | ||||||
16 | divided by the total reduction in State funding. The Base
| ||||||
17 | Funding Minimum as reduced shall continue to be applied to | ||||||
18 | Tier 3 and Tier 4
Organizational Units and adjusted by the | ||||||
19 | relative formula when increases in
appropriations for this | ||||||
20 | Section resume. In no event may State funding reductions to
| ||||||
21 | Organizational Units in Tier 3 or Tier 4 exceed an amount | ||||||
22 | that would be less than the
Base Funding Minimum | ||||||
23 | established in the first year of implementation of this
| ||||||
24 | Section. If additional reductions are required, all school | ||||||
25 | districts shall receive a
reduction by a per pupil amount | ||||||
26 | equal to the aggregate additional appropriation
reduction |
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| |||||||
1 | divided by the total ASE of all Organizational Units. | ||||||
2 | (11) The State Superintendent shall make minor | ||||||
3 | adjustments to the distribution formula set forth in this | ||||||
4 | subsection (g) to account for the rounding of percentages | ||||||
5 | to the nearest tenth of a percentage and dollar amounts to | ||||||
6 | the nearest whole dollar. | ||||||
7 | (h) State Superintendent administration of funding and | ||||||
8 | district submission requirements. | ||||||
9 | (1) The State Superintendent shall, in accordance with | ||||||
10 | appropriations made by the General Assembly, meet the | ||||||
11 | funding obligations created under this Section. | ||||||
12 | (2) The State Superintendent shall calculate the | ||||||
13 | Adequacy Target for each Organizational Unit and Net State | ||||||
14 | Contribution Target for each Organizational Unit under | ||||||
15 | this Section. No Evidence-Based Funding shall be | ||||||
16 | distributed within an Organizational Unit without the | ||||||
17 | approval of the unit's school board. | ||||||
18 | (3) Annually, the State Superintendent shall calculate | ||||||
19 | and report to each Organizational Unit the unit's aggregate | ||||||
20 | financial adequacy amount, which shall be the sum of the | ||||||
21 | Adequacy Target for each Organizational Unit. The State | ||||||
22 | Superintendent shall calculate and report separately for | ||||||
23 | each Organizational Unit the unit's total State funds | ||||||
24 | allocated for its students with disabilities. The State | ||||||
25 | Superintendent shall calculate and report separately for | ||||||
26 | each Organizational Unit the amount of funding and |
| |||||||
| |||||||
1 | applicable FTE calculated for each Essential Element of the | ||||||
2 | unit's Adequacy Target. | ||||||
3 | (4) Annually, the State Superintendent shall calculate | ||||||
4 | and report to each Organizational Unit the amount the unit | ||||||
5 | must expend on special education and bilingual education | ||||||
6 | and computer technology and equipment for Organizational | ||||||
7 | Units assigned to Tier 1 or Tier 2 that received an | ||||||
8 | additional $285.50 per student computer technology and | ||||||
9 | equipment investment grant to their Adequacy Target | ||||||
10 | pursuant to the unit's Base Funding Minimum, Special | ||||||
11 | Education Allocation, Bilingual Education Allocation, and | ||||||
12 | computer technology and equipment investment allocation. | ||||||
13 | (5) Moneys distributed under this Section shall be | ||||||
14 | calculated on a school year basis, but paid on a fiscal | ||||||
15 | year basis, with payments beginning in August and extending | ||||||
16 | through June. Unless otherwise provided, the moneys | ||||||
17 | appropriated for each fiscal year shall be distributed in | ||||||
18 | 22 equal payments at least 2 times monthly to each | ||||||
19 | Organizational Unit. If moneys appropriated for any fiscal | ||||||
20 | year are distributed other than monthly, the distribution | ||||||
21 | shall be on the same basis for each Organizational Unit. | ||||||
22 | (6) Any school district that fails, for any given | ||||||
23 | school year, to maintain school as required by law or to | ||||||
24 | maintain a recognized school is not eligible to receive | ||||||
25 | Evidence-Based Funding. In case of non-recognition of one | ||||||
26 | or more attendance centers in a school district otherwise |
| |||||||
| |||||||
1 | operating recognized schools, the claim of the district | ||||||
2 | shall be reduced in the proportion that the enrollment in | ||||||
3 | the attendance center or centers bears to the enrollment of | ||||||
4 | the school district. "Recognized school" means any public | ||||||
5 | school that meets the standards for recognition by the | ||||||
6 | State Board. A school district or attendance center not | ||||||
7 | having recognition status at the end of a school term is | ||||||
8 | entitled to receive State aid payments due upon a legal | ||||||
9 | claim that was filed while it was recognized. | ||||||
10 | (7) School district claims filed under this Section are | ||||||
11 | subject to Sections 18-9 and 18-12 of this Code, except as | ||||||
12 | otherwise provided in this Section. | ||||||
13 | (8) Each fiscal year, the State Superintendent shall | ||||||
14 | calculate for each Organizational Unit an amount of its | ||||||
15 | Base Funding Minimum and Evidence-Based Funding that shall | ||||||
16 | be deemed attributable to the provision of special | ||||||
17 | educational facilities and services, as defined in Section | ||||||
18 | 14-1.08 of this Code, in a manner that ensures compliance | ||||||
19 | with maintenance of State financial support requirements | ||||||
20 | under the federal Individuals with Disabilities Education | ||||||
21 | Act. An Organizational Unit must use such funds only for | ||||||
22 | the provision of special educational facilities and | ||||||
23 | services, as defined in Section 14-1.08 of this Code, and | ||||||
24 | must comply with any expenditure verification procedures | ||||||
25 | adopted by the State Board. | ||||||
26 | (9) All Organizational Units in this State must submit |
| |||||||
| |||||||
1 | annual spending plans by the end of September of each year | ||||||
2 | to the State Board as part of the annual budget process, | ||||||
3 | which shall describe how each Organizational Unit will | ||||||
4 | utilize the Base Funding Minimum Funding and | ||||||
5 | Evidence-Based Funding funding it receives from this State | ||||||
6 | under this Section with specific identification of the | ||||||
7 | intended utilization of Low-Income, English learner, and | ||||||
8 | special education resources. Additionally, the annual | ||||||
9 | spending plans of each Organizational Unit shall describe | ||||||
10 | how the Organizational Unit expects to achieve student | ||||||
11 | growth and how the Organizational Unit will achieve State | ||||||
12 | education goals, as defined by the State Board. The State | ||||||
13 | Superintendent may, from time to time, identify additional | ||||||
14 | requisites for Organizational Units to satisfy when | ||||||
15 | compiling the annual spending plans required under this | ||||||
16 | subsection (h). The format and scope of annual spending | ||||||
17 | plans shall be developed by the State Superintendent and | ||||||
18 | the State Board of Education. School districts that serve | ||||||
19 | students under Article 14C of this Code shall continue to | ||||||
20 | submit information as required under Section 14C-12 of this | ||||||
21 | Code. | ||||||
22 | (10) No later than January 1, 2018, the State | ||||||
23 | Superintendent shall develop a 5-year strategic plan for | ||||||
24 | all Organizational Units to help in planning for adequacy | ||||||
25 | funding under this Section. The State Superintendent shall | ||||||
26 | submit the plan to the Governor and the General Assembly, |
| |||||||
| |||||||
1 | as provided in Section 3.1 of the General Assembly | ||||||
2 | Organization Act. The plan shall include recommendations | ||||||
3 | for: | ||||||
4 | (A) a framework for collaborative, professional, | ||||||
5 | innovative, and 21st century learning environments | ||||||
6 | using the Evidence-Based Funding model; | ||||||
7 | (B) ways to prepare and support this State's | ||||||
8 | educators for successful instructional careers; | ||||||
9 | (C) application and enhancement of the current | ||||||
10 | financial accountability measures, the approved State | ||||||
11 | plan to comply with the federal Every Student Succeeds | ||||||
12 | Act, and the Illinois Balanced Accountability Measures | ||||||
13 | in relation to student growth and elements of the | ||||||
14 | Evidence-Based Funding model; and | ||||||
15 | (D) implementation of an effective school adequacy | ||||||
16 | funding system based on projected and recommended | ||||||
17 | funding levels from the General Assembly. | ||||||
18 | (11) On an annual basis, the State Superintendent
must | ||||||
19 | recalibrate all of the following per pupil elements of the | ||||||
20 | Adequacy Target and applied to the formulas, based on the | ||||||
21 | study of average expenses and as reported in the most | ||||||
22 | recent annual financial report: | ||||||
23 | (A) Gifted under subparagraph (M) of paragraph
(2) | ||||||
24 | of subsection (b). | ||||||
25 | (B) Instructional materials under subparagraph
(O) | ||||||
26 | of paragraph (2) of subsection (b). |
| |||||||
| |||||||
1 | (C) Assessment under subparagraph (P) of
paragraph | ||||||
2 | (2) of subsection (b). | ||||||
3 | (D) Student activities under subparagraph (R) of
| ||||||
4 | paragraph (2) of subsection (b). | ||||||
5 | (E) Maintenance and operations under subparagraph
| ||||||
6 | (S) of paragraph (2) of subsection (b). | ||||||
7 | (F) Central office under subparagraph (T) of
| ||||||
8 | paragraph (2) of subsection (b). | ||||||
9 | (i) Professional Review Panel. | ||||||
10 | (1) A Professional Review Panel is created to study and | ||||||
11 | review topics related to the implementation and effect of | ||||||
12 | Evidence-Based Funding, as assigned by a joint resolution | ||||||
13 | or Public Act of the General Assembly or a motion passed by | ||||||
14 | the State Board of Education. The Panel must provide | ||||||
15 | recommendations to and serve the Governor, the General | ||||||
16 | Assembly, and the State Board. The State Superintendent or | ||||||
17 | his or her designee must serve as a voting member and | ||||||
18 | chairperson of the Panel. The State Superintendent must | ||||||
19 | appoint a vice chairperson from the membership of the | ||||||
20 | Panel. The Panel must advance recommendations based on a | ||||||
21 | three-fifths majority vote of Panel panel members present | ||||||
22 | and voting. A minority opinion may also accompany any | ||||||
23 | recommendation of the Panel. The Panel shall be appointed | ||||||
24 | by the State Superintendent, except as otherwise provided | ||||||
25 | in paragraph (2) of this subsection (i) and include the | ||||||
26 | following members: |
| |||||||
| |||||||
1 | (A) Two appointees that represent district | ||||||
2 | superintendents, recommended by a statewide | ||||||
3 | organization that represents district superintendents. | ||||||
4 | (B) Two appointees that represent school boards, | ||||||
5 | recommended by a statewide organization that | ||||||
6 | represents school boards. | ||||||
7 | (C) Two appointees from districts that represent | ||||||
8 | school business officials, recommended by a statewide | ||||||
9 | organization that represents school business | ||||||
10 | officials. | ||||||
11 | (D) Two appointees that represent school | ||||||
12 | principals, recommended by a statewide organization | ||||||
13 | that represents school principals. | ||||||
14 | (E) Two appointees that represent teachers, | ||||||
15 | recommended by a statewide organization that | ||||||
16 | represents teachers. | ||||||
17 | (F) Two appointees that represent teachers, | ||||||
18 | recommended by another statewide organization that | ||||||
19 | represents teachers. | ||||||
20 | (G) Two appointees that represent regional | ||||||
21 | superintendents of schools, recommended by | ||||||
22 | organizations that represent regional superintendents. | ||||||
23 | (H) Two independent experts selected solely by the | ||||||
24 | State Superintendent. | ||||||
25 | (I) Two independent experts recommended by public | ||||||
26 | universities in this State. |
| |||||||
| |||||||
1 | (J) One member recommended by a statewide | ||||||
2 | organization that represents parents. | ||||||
3 | (K) Two representatives recommended by collective | ||||||
4 | impact organizations that represent major metropolitan | ||||||
5 | areas or geographic areas in Illinois. | ||||||
6 | (L) One member from a statewide organization | ||||||
7 | focused on research-based education policy to support | ||||||
8 | a school system that prepares all students for college, | ||||||
9 | a career, and democratic citizenship. | ||||||
10 | (M) One representative from a school district | ||||||
11 | organized under Article 34 of this Code. | ||||||
12 | The State Superintendent shall ensure that the | ||||||
13 | membership of the Panel includes representatives from | ||||||
14 | school districts and communities reflecting the | ||||||
15 | geographic, socio-economic, racial, and ethnic diversity | ||||||
16 | of this State. The State Superintendent shall additionally | ||||||
17 | ensure that the membership of the Panel includes | ||||||
18 | representatives with expertise in bilingual education and | ||||||
19 | special education. Staff from the State Board shall staff | ||||||
20 | the Panel. | ||||||
21 | (2) In addition to those Panel members appointed by the | ||||||
22 | State Superintendent, 4 members of the General Assembly | ||||||
23 | shall be appointed as follows: one member of the House of | ||||||
24 | Representatives appointed by the Speaker of the House of | ||||||
25 | Representatives, one member of the Senate appointed by the | ||||||
26 | President of the Senate, one member of the House of |
| |||||||
| |||||||
1 | Representatives appointed by the Minority Leader of the | ||||||
2 | House of Representatives, and one member of the Senate | ||||||
3 | appointed by the Minority Leader of the Senate. There shall | ||||||
4 | be one additional member appointed by the Governor. All | ||||||
5 | members appointed by legislative leaders or the Governor | ||||||
6 | shall be non-voting, ex officio members. | ||||||
7 | (3) The Panel must study topics at the direction of the | ||||||
8 | General Assembly or State Board of Education, as provided | ||||||
9 | under paragraph (1). The Panel may also study the following | ||||||
10 | topics at the direction of the chairperson: (4) | ||||||
11 | (A) The format and scope of annual spending plans | ||||||
12 | referenced in paragraph (9) of subsection (h) of this | ||||||
13 | Section. | ||||||
14 | (B) The Comparable Wage Index under this Section. | ||||||
15 | (C) Maintenance and operations, including capital | ||||||
16 | maintenance and construction costs. | ||||||
17 | (D) "At-risk student" definition. | ||||||
18 | (E) Benefits. | ||||||
19 | (F) Technology. | ||||||
20 | (G) Local Capacity Target. | ||||||
21 | (H) Funding for Alternative Schools, Laboratory | ||||||
22 | Schools, safe schools, and alternative learning | ||||||
23 | opportunities programs. | ||||||
24 | (I) Funding for college and career acceleration | ||||||
25 | strategies. | ||||||
26 | (J) Special education investments. |
| |||||||
| |||||||
1 | (K) Early childhood investments, in collaboration | ||||||
2 | with the Illinois Early Learning Council. | ||||||
3 | (4) (Blank). | ||||||
4 | (5) Within 5 years after the implementation of this | ||||||
5 | Section, and every 5 years thereafter, the Panel shall | ||||||
6 | complete an evaluative study of the entire Evidence-Based | ||||||
7 | Funding model, including an assessment of whether or not | ||||||
8 | the formula is achieving State goals. The Panel shall | ||||||
9 | report to the State Board, the General Assembly, and the | ||||||
10 | Governor on the findings of the study. | ||||||
11 | (6) (Blank). | ||||||
12 | (j) References. Beginning July 1, 2017, references in other | ||||||
13 | laws to general State aid funds or calculations under Section | ||||||
14 | 18-8.05 of this Code (now repealed) shall be deemed to be | ||||||
15 | references to evidence-based model formula funds or | ||||||
16 | calculations under this Section.
| ||||||
17 | (Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18; | ||||||
18 | 100-582, eff. 3-23-18; 101-10, eff. 6-5-19; 101-17, eff. | ||||||
19 | 6-14-19; revised 7-1-19.)
| ||||||
20 | Section 99. Effective date. This Act takes effect upon | ||||||
21 | becoming law.
|