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Public Act 100-0578 | ||||
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AN ACT concerning education.
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Be it enacted by the People of the State of Illinois, | ||||
represented in the General Assembly:
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Section 5. The School Code is amended by changing Section | ||||
18-8.15 as follows: | ||||
(105 ILCS 5/18-8.15) | ||||
Sec. 18-8.15. Evidence-based funding for student success | ||||
for the 2017-2018 and subsequent school years. | ||||
(a) General provisions. | ||||
(1) The purpose of this Section is to ensure that, by | ||||
June 30, 2027 and beyond, this State has a kindergarten | ||||
through grade 12 public education system with the capacity | ||||
to ensure the educational development of all persons to the | ||||
limits of their capacities in accordance with Section 1 of | ||||
Article X of the Constitution of the State of Illinois. To | ||||
accomplish that objective, this Section creates a method of | ||||
funding public education that is evidence-based; is | ||||
sufficient to ensure every student receives a meaningful | ||||
opportunity to learn irrespective of race, ethnicity, | ||||
sexual orientation, gender, or community-income level; and | ||||
is sustainable and predictable. When fully funded under | ||||
this Section, every school shall have the resources, based | ||||
on what the evidence indicates is needed, to: |
(A) provide all students with a high quality | ||
education that offers the academic, enrichment, social | ||
and emotional support, technical, and career-focused | ||
programs that will allow them to become competitive | ||
workers, responsible parents, productive citizens of | ||
this State, and active members of our national | ||
democracy; | ||
(B) ensure all students receive the education they | ||
need to graduate from high school with the skills | ||
required to pursue post-secondary education and | ||
training for a rewarding career; | ||
(C) reduce, with a goal of eliminating, the | ||
achievement gap between at-risk and non-at-risk | ||
students by raising the performance of at-risk | ||
students and not by reducing standards; and | ||
(D) ensure this State satisfies its obligation to | ||
assume the primary responsibility to fund public | ||
education and simultaneously relieve the | ||
disproportionate burden placed on local property taxes | ||
to fund schools. | ||
(2) The evidence-based funding formula under this | ||
Section shall be applied to all Organizational Units in | ||
this State. The evidence-based funding formula outlined in | ||
this Act is based on the formula outlined in Senate Bill 1 | ||
of the 100th General Assembly, as passed by both | ||
legislative chambers. As further defined and described in |
this Section, there are 4 major components of the | ||
evidence-based funding model: | ||
(A) First, the model calculates a unique adequacy | ||
target for each Organizational Unit in this State that | ||
considers the costs to implement research-based | ||
activities, the unit's student demographics, and | ||
regional wage difference. | ||
(B) Second, the model calculates each | ||
Organizational Unit's local capacity, or the amount | ||
each Organizational Unit is assumed to contribute | ||
towards its adequacy target from local resources. | ||
(C) Third, the model calculates how much funding | ||
the State currently contributes to the Organizational | ||
Unit, and adds that to the unit's local capacity to | ||
determine the unit's overall current adequacy of | ||
funding. | ||
(D) Finally, the model's distribution method | ||
allocates new State funding to those Organizational | ||
Units that are least well-funded, considering both | ||
local capacity and State funding, in relation to their | ||
adequacy target. | ||
(3) An Organizational Unit receiving any funding under | ||
this Section may apply those funds to any fund so received | ||
for which that Organizational Unit is authorized to make | ||
expenditures by law. | ||
(4) As used in this Section, the following terms shall |
have the meanings ascribed in this paragraph (4): | ||
"Adequacy Target" is defined in paragraph (1) of | ||
subsection (b) of this Section. | ||
"Adjusted EAV" is defined in paragraph (4) of | ||
subsection (d) of this Section. | ||
"Adjusted Local Capacity Target" is defined in | ||
paragraph (3) of subsection (c) of this Section. | ||
"Adjusted Operating Tax Rate" means a tax rate for all | ||
Organizational Units, for which the State Superintendent | ||
shall calculate and subtract for the Operating Tax Rate a | ||
transportation rate based on total expenses for | ||
transportation services under this Code, as reported on the | ||
most recent Annual Financial Report in Pupil | ||
Transportation Services, function 2550 in both the | ||
Education and Transportation funds and functions 4110 and | ||
4120 in the Transportation fund, less any corresponding | ||
fiscal year State of Illinois scheduled payments excluding | ||
net adjustments for prior years for regular, vocational, or | ||
special education transportation reimbursement pursuant to | ||
Section 29-5 or subsection (b) of Section 14-13.01 of this | ||
Code divided by the Adjusted EAV. If an Organizational | ||
Unit's corresponding fiscal year State of Illinois | ||
scheduled payments excluding net adjustments for prior | ||
years for regular, vocational, or special education | ||
transportation reimbursement pursuant to Section 29-5 or | ||
subsection (b) of Section 14-13.01 of this Code exceed the |
total transportation expenses, as defined in this | ||
paragraph, no transportation rate shall be subtracted from | ||
the Operating Tax Rate. | ||
"Allocation Rate" is defined in paragraph (3) of | ||
subsection (g) of this Section. | ||
"Alternative School" means a public school that is | ||
created and operated by a regional superintendent of | ||
schools and approved by the State Board. | ||
"Applicable Tax Rate" is defined in paragraph (1) of | ||
subsection (d) of this Section. | ||
"Assessment" means any of those benchmark, progress | ||
monitoring, formative, diagnostic, and other assessments, | ||
in addition to the State accountability assessment, that | ||
assist teachers' needs in understanding the skills and | ||
meeting the needs of the students they serve. | ||
"Assistant principal" means a school administrator | ||
duly endorsed to be employed as an assistant principal in | ||
this State. | ||
"At-risk student" means a student who is at risk of not | ||
meeting the Illinois Learning Standards or not graduating | ||
from elementary or high school and who demonstrates a need | ||
for vocational support or social services beyond that | ||
provided by the regular school program. All students | ||
included in an Organizational Unit's Low-Income Count, as | ||
well as all English learner and disabled students attending | ||
the Organizational Unit, shall be considered at-risk |
students under this Section. | ||
"Average Student Enrollment" or "ASE" means, for an | ||
Organizational Unit in a given school year, the greater of | ||
the average number of students (grades K through 12) | ||
reported to the State Board as enrolled in the | ||
Organizational Unit on October 1 and March 1, plus the | ||
special education pre-kindergarten students with services | ||
of at least more than 2 hours a day as reported to the | ||
State Board on December 1, in the immediately preceding | ||
school year or the average number of students (grades K | ||
through 12) reported to the State Board as enrolled in the | ||
Organizational Unit on October 1 and March 1, plus the | ||
special education pre-kindergarten students with services | ||
of
at least more than 2 hours a day as reported to the | ||
State Board on December 1, for each of the immediately | ||
preceding 3 school years. For the purposes of this | ||
definition, "enrolled in the Organizational Unit" means | ||
the number of students reported to the State Board who are | ||
enrolled in schools within the Organizational Unit that the | ||
student attends or would attend if not placed or | ||
transferred to another school or program to receive needed | ||
services. For the purposes of calculating "ASE", all | ||
students, grades K through 12, excluding those attending | ||
kindergarten for a half day, shall be counted as 1.0. All | ||
students attending kindergarten for a half day shall be | ||
counted as 0.5, unless in 2017 by June 15 or by March 1 in |
subsequent years, the school district reports to the State | ||
Board of Education the intent to implement full-day | ||
kindergarten district-wide for all students, then all | ||
students attending kindergarten shall be counted as 1.0. | ||
Special education pre-kindergarten students shall be | ||
counted as 0.5 each. If the State Board does not collect or | ||
has not collected both an October 1 and March 1 enrollment | ||
count by grade or a December 1 collection of special | ||
education pre-kindergarten students as of the effective | ||
date of this amendatory Act of the 100th General Assembly, | ||
it shall establish such collection for all future years. | ||
For any year where a count by grade level was collected | ||
only once, that count shall be used as the single count | ||
available for computing a 3-year average ASE. School | ||
districts shall submit the data for the ASE calculation to | ||
the State Board within 45 days of the dates required in | ||
this Section for submission of enrollment data in order for | ||
it to be included in the ASE calculation. | ||
"Base Funding Guarantee" is defined in paragraph (10) | ||
of subsection (g) of this Section. | ||
"Base Funding Minimum" is defined in subsection (e) of | ||
this Section. | ||
"Base Tax Year" means the property tax levy year used | ||
to calculate the Budget Year allocation of primary State | ||
aid. | ||
"Base Tax Year's Extension" means the product of the |
equalized assessed valuation utilized by the county clerk | ||
in the Base Tax Year multiplied by the limiting rate as | ||
calculated by the county clerk and defined in PTELL. | ||
"Bilingual Education Allocation" means the amount of | ||
an Organizational Unit's final Adequacy Target | ||
attributable to bilingual education divided by the | ||
Organizational Unit's final Adequacy Target, the product | ||
of which shall be multiplied by the amount of new funding | ||
received pursuant to this Section. An Organizational | ||
Unit's final Adequacy Target attributable to bilingual | ||
education shall include all additional investments in | ||
English learner students' adequacy elements. | ||
"Budget Year" means the school year for which primary | ||
State aid is calculated and awarded under this Section. | ||
"Central office" means individual administrators and | ||
support service personnel charged with managing the | ||
instructional programs, business and operations, and | ||
security of the Organizational Unit. | ||
"Comparable Wage Index" or "CWI" means a regional cost | ||
differentiation metric that measures systemic, regional | ||
variations in the salaries of college graduates who are not | ||
educators. The CWI utilized for this Section shall, for the | ||
first 3 years of Evidence-Based Funding implementation, be | ||
the CWI initially developed by the National Center for | ||
Education Statistics, as most recently updated by Texas A & | ||
M University. In the fourth and subsequent years of |
Evidence-Based Funding implementation, the State | ||
Superintendent shall re-determine the CWI using a similar | ||
methodology to that identified in the Texas A & M | ||
University study, with adjustments made no less frequently | ||
than once every 5 years. | ||
"Computer technology and equipment" means computers | ||
servers, notebooks, network equipment, copiers, printers, | ||
instructional software, security software, curriculum | ||
management courseware, and other similar materials and | ||
equipment. | ||
"Core subject" means mathematics; science; reading, | ||
English, writing, and language arts; history and social | ||
studies; world languages; and subjects taught as Advanced | ||
Placement in high schools. | ||
"Core teacher" means a regular classroom teacher in | ||
elementary schools and teachers of a core subject in middle | ||
and high schools. | ||
"Core Intervention teacher (tutor)" means a licensed | ||
teacher providing one-on-one or small group tutoring to | ||
students struggling to meet proficiency in core subjects. | ||
"CPPRT" means corporate personal property replacement | ||
tax funds paid to an Organizational Unit during the | ||
calendar year one year before the calendar year in which a | ||
school year begins, pursuant to "An Act in relation to the | ||
abolition of ad valorem personal property tax and the | ||
replacement of revenues lost thereby, and amending and |
repealing certain Acts and parts of Acts in connection | ||
therewith", certified August 14, 1979, as amended (Public | ||
Act 81-1st S.S.-1). | ||
"EAV" means equalized assessed valuation as defined in | ||
paragraph (2) of subsection (d) of this Section and | ||
calculated in accordance with paragraph (3) of subsection | ||
(d) of this Section. | ||
"ECI" means the Bureau of Labor Statistics' national | ||
employment cost index for civilian workers in educational | ||
services in elementary and secondary schools on a | ||
cumulative basis for the 12-month calendar year preceding | ||
the fiscal year of the Evidence-Based Funding calculation. | ||
"EIS Data" means the employment information system | ||
data maintained by the State Board on educators within | ||
Organizational Units. | ||
"Employee benefits" means health, dental, and vision | ||
insurance offered to employees of an Organizational Unit, | ||
the costs associated with statutorily required payment of | ||
the normal cost of the Organizational Unit's teacher | ||
pensions, Social Security employer contributions, and | ||
Illinois Municipal Retirement Fund employer contributions. | ||
"English learner" or "EL" means a child included in the | ||
definition of "English learners" under Section 14C-2 of | ||
this Code participating in a program of transitional | ||
bilingual education or a transitional program of | ||
instruction meeting the requirements and program |
application procedures of Article 14C of this Code. For the | ||
purposes of collecting the number of EL students enrolled, | ||
the same collection and calculation methodology as defined | ||
above for "ASE" shall apply to English learners. | ||
"Essential Elements" means those elements, resources, | ||
and educational programs that have been identified through | ||
academic research as necessary to improve student success, | ||
improve academic performance, close achievement gaps, and | ||
provide for other per student costs related to the delivery | ||
and leadership of the Organizational Unit, as well as the | ||
maintenance and operations of the unit, and which are | ||
specified in paragraph (2) of subsection (b) of this | ||
Section. | ||
"Evidence-Based Funding" means State funding provided | ||
to an Organizational Unit pursuant to this Section. | ||
"Extended day" means academic and enrichment programs | ||
provided to students outside the regular school day before | ||
and after school or during non-instructional times during | ||
the school day. | ||
"Extension Limitation Ratio" means a numerical ratio | ||
in which the numerator is the Base Tax Year's Extension and | ||
the denominator is the Preceding Tax Year's Extension. | ||
"Final Percent of Adequacy" is defined in paragraph (4) | ||
of subsection (f) of this Section. | ||
"Final Resources" is defined in paragraph (3) of | ||
subsection (f) of this Section. |
"Full-time equivalent" or "FTE" means the full-time | ||
equivalency compensation for staffing the relevant | ||
position at an Organizational Unit. | ||
"Funding Gap" is defined in paragraph (1) of subsection | ||
(g). | ||
"Guidance counselor" means a licensed guidance | ||
counselor who provides guidance and counseling support for | ||
students within an Organizational Unit. | ||
"Hybrid District" means a partial elementary unit | ||
district created pursuant to Article 11E of this Code. | ||
"Instructional assistant" means a core or special | ||
education, non-licensed employee who assists a teacher in | ||
the classroom and provides academic support to students. | ||
"Instructional facilitator" means a qualified teacher | ||
or licensed teacher leader who facilitates and coaches | ||
continuous improvement in classroom instruction; provides | ||
instructional support to teachers in the elements of | ||
research-based instruction or demonstrates the alignment | ||
of instruction with curriculum standards and assessment | ||
tools; develops or coordinates instructional programs or | ||
strategies; develops and implements training; chooses | ||
standards-based instructional materials; provides teachers | ||
with an understanding of current research; serves as a | ||
mentor, site coach, curriculum specialist, or lead | ||
teacher; or otherwise works with fellow teachers, in | ||
collaboration, to use data to improve instructional |
practice or develop model lessons. | ||
"Instructional materials" means relevant instructional | ||
materials for student instruction, including, but not | ||
limited to, textbooks, consumable workbooks, laboratory | ||
equipment, library books, and other similar materials. | ||
"Laboratory School" means a public school that is | ||
created and operated by a public university and approved by | ||
the State Board. | ||
"Librarian" means a teacher with an endorsement as a | ||
library information specialist or another individual whose | ||
primary responsibility is overseeing library resources | ||
within an Organizational Unit. | ||
"Local Capacity" is defined in paragraph (1) of | ||
subsection (c) of this Section. | ||
"Local Capacity Percentage" is defined in subparagraph | ||
(A) of paragraph (2) of subsection (c) of this Section. | ||
"Local Capacity Ratio" is defined in subparagraph (B) | ||
of paragraph (2) of subsection (c) of this Section. | ||
"Local Capacity Target" is defined in paragraph (2) of | ||
subsection (c) of this Section. | ||
"Low-Income Count" means, for an Organizational Unit | ||
in a fiscal year, the higher of the average number of | ||
students for the prior school year or the immediately | ||
preceding 3 school years who, as of July 1 of the | ||
immediately preceding fiscal year (as determined by the | ||
Department of Human Services), are eligible for at least |
one of the following low income programs: Medicaid, the | ||
Children's Health Insurance Program, TANF, or the | ||
Supplemental Nutrition Assistance Program, excluding | ||
pupils who are eligible for services provided by the | ||
Department of Children and Family Services. Until such time | ||
that grade level low-income populations become available, | ||
grade level low-income populations shall be determined by | ||
applying the low-income percentage to total student | ||
enrollments by grade level. The low-income percentage is | ||
determined by dividing the Low-Income Count by the Average | ||
Student Enrollment. | ||
"Maintenance and operations" means custodial services, | ||
facility and ground maintenance, facility operations, | ||
facility security, routine facility repairs, and other | ||
similar services and functions. | ||
"Minimum Funding Level" is defined in paragraph (9) of | ||
subsection (g) of this Section. | ||
"New Property Tax Relief Pool Funds" means, for any | ||
given fiscal year, all State funds appropriated under | ||
Section 2-3.170 of the School Code. | ||
"New State Funds" means, for a given school year, all | ||
State funds appropriated for Evidence-Based Funding in | ||
excess of the amount needed to fund the Base Funding | ||
Minimum for all Organizational Units in that school year. | ||
"Net State Contribution Target" means, for a given | ||
school year, the amount of State funds that would be |
necessary to fully meet the Adequacy Target of an | ||
Operational Unit minus the Preliminary Resources available | ||
to each unit. | ||
"Nurse" means an individual licensed as a certified | ||
school nurse, in accordance with the rules established for | ||
nursing services by the State Board, who is an employee of | ||
and is available to provide health care-related services | ||
for students of an Organizational Unit. | ||
"Operating Tax Rate" means the rate utilized in the | ||
previous year to extend property taxes for all purposes, | ||
except, Bond and Interest, Summer School, Rent, Capital | ||
Improvement, and Vocational Education Building purposes. | ||
For Hybrid Districts, the Operating Tax Rate shall be the | ||
combined elementary and high school rates utilized in the | ||
previous year to extend property taxes for all purposes, | ||
except, Bond and Interest, Summer School, Rent, Capital | ||
Improvement, and Vocational Education Building purposes. | ||
"Organizational Unit" means a Laboratory School, an | ||
Alternative School, or any public school district that is | ||
recognized as such by the State Board and that contains | ||
elementary schools typically serving kindergarten through | ||
5th grades, middle schools typically serving 6th through | ||
8th grades, or high schools typically serving 9th through | ||
12th grades. The General Assembly acknowledges that the | ||
actual grade levels served by a particular Organizational | ||
Unit may vary slightly from what is typical. |
"Organizational Unit CWI" is determined by calculating | ||
the CWI in the region and original county in which an | ||
Organizational Unit's primary administrative office is | ||
located as set forth in this paragraph, provided that if | ||
the Organizational Unit CWI as calculated in accordance | ||
with this paragraph is less than 0.9, the Organizational | ||
Unit CWI shall be increased to 0.9. Each county's current | ||
CWI value shall be adjusted based on the CWI value of that | ||
county's neighboring Illinois counties, to create a | ||
"weighted adjusted index value". This shall be calculated | ||
by summing the CWI values of all of a county's adjacent | ||
Illinois counties and dividing by the number of adjacent | ||
Illinois counties, then taking the weighted value of the | ||
original county's CWI value and the adjacent Illinois | ||
county average. To calculate this weighted value, if the | ||
number of adjacent Illinois counties is greater than 2, the | ||
original county's CWI value will be weighted at 0.25 and | ||
the adjacent Illinois county average will be weighted at | ||
0.75. If the number of adjacent Illinois counties is 2, the | ||
original county's CWI value will be weighted at 0.33 and | ||
the adjacent Illinois county average will be weighted at | ||
0.66. The greater of the county's current CWI value and its | ||
weighted adjusted index value shall be used as the | ||
Organizational Unit CWI. | ||
"Preceding Tax Year" means the property tax levy year | ||
immediately preceding the Base Tax Year. |
"Preceding Tax Year's Extension" means the product of | ||
the equalized assessed valuation utilized by the county | ||
clerk in the Preceding Tax Year multiplied by the Operating | ||
Tax Rate. | ||
"Preliminary Percent of Adequacy" is defined in | ||
paragraph (2) of subsection (f) of this Section. | ||
"Preliminary Resources" is defined in paragraph (2) of | ||
subsection (f) of this Section. | ||
"Principal" means a school administrator duly endorsed | ||
to be employed as a principal in this State. | ||
"Professional development" means training programs for | ||
licensed staff in schools, including, but not limited to, | ||
programs that assist in implementing new curriculum | ||
programs, provide data focused or academic assessment data | ||
training to help staff identify a student's weaknesses and | ||
strengths, target interventions, improve instruction, | ||
encompass instructional strategies for English learner, | ||
gifted, or at-risk students, address inclusivity, cultural | ||
sensitivity, or implicit bias, or otherwise provide | ||
professional support for licensed staff. | ||
"Prototypical" means 450 special education | ||
pre-kindergarten and kindergarten through grade 5 students | ||
for an elementary school, 450 grade 6 through 8 students | ||
for a middle school, and 600 grade 9 through 12 students | ||
for a high school. | ||
"PTELL" means the Property Tax Extension Limitation |
Law. | ||
"PTELL EAV" is defined in paragraph (4) of subsection | ||
(d) of this Section. | ||
"Pupil support staff" means a nurse, psychologist, | ||
social worker, family liaison personnel, or other staff | ||
member who provides support to at-risk or struggling | ||
students. | ||
"Real Receipts" is defined in paragraph (1) of | ||
subsection (d) of this Section. | ||
"Regionalization Factor" means, for a particular | ||
Organizational Unit, the figure derived by dividing the | ||
Organizational Unit CWI by the Statewide Weighted CWI. | ||
"School site staff" means the primary school secretary | ||
and any additional clerical personnel assigned to a school. | ||
"Special education" means special educational | ||
facilities and services, as defined in Section 14-1.08 of | ||
this Code. | ||
"Special Education Allocation" means the amount of an | ||
Organizational Unit's final Adequacy Target attributable | ||
to special education divided by the Organizational Unit's | ||
final Adequacy Target, the product of which shall be | ||
multiplied by the amount of new funding received pursuant | ||
to this Section. An Organizational Unit's final Adequacy | ||
Target attributable to special education shall include all | ||
special education investment adequacy elements. | ||
"Specialist teacher" means a teacher who provides |
instruction in subject areas not included in core subjects, | ||
including, but not limited to, art, music, physical | ||
education, health, driver education, career-technical | ||
education, and such other subject areas as may be mandated | ||
by State law or provided by an Organizational Unit. | ||
"Specially Funded Unit" means an Alternative School, | ||
safe school, Department of Juvenile Justice school, | ||
special education cooperative or entity recognized by the | ||
State Board as a special education cooperative, | ||
State-approved charter school, or alternative learning | ||
opportunities program that received direct funding from | ||
the State Board during the 2016-2017 school year through | ||
any of the funding sources included within the calculation | ||
of the Base Funding Minimum or Glenwood Academy. | ||
"Supplemental Grant Funding" means supplemental | ||
general State aid funding received by an Organization Unit | ||
during the 2016-2017 school year pursuant to subsection (H) | ||
of Section 18-8.05 of this Code. | ||
"State Adequacy Level" is the sum of the Adequacy | ||
Targets of all Organizational Units. | ||
"State Board" means the State Board of Education. | ||
"State Superintendent" means the State Superintendent | ||
of Education. | ||
"Statewide Weighted CWI" means a figure determined by | ||
multiplying each Organizational Unit CWI times the ASE for | ||
that Organizational Unit creating a weighted value, |
summing all Organizational Unit's weighted values, and | ||
dividing by the total ASE of all Organizational Units, | ||
thereby creating an average weighted index. | ||
"Student activities" means non-credit producing | ||
after-school programs, including, but not limited to, | ||
clubs, bands, sports, and other activities authorized by | ||
the school board of the Organizational Unit. | ||
"Substitute teacher" means an individual teacher or | ||
teaching assistant who is employed by an Organizational | ||
Unit and is temporarily serving the Organizational Unit on | ||
a per diem or per period-assignment basis replacing another | ||
staff member. | ||
"Summer school" means academic and enrichment programs | ||
provided to students during the summer months outside of | ||
the regular school year. | ||
"Supervisory aide" means a non-licensed staff member | ||
who helps in supervising students of an Organizational | ||
Unit, but does so outside of the classroom, in situations | ||
such as, but not limited to, monitoring hallways and | ||
playgrounds, supervising lunchrooms, or supervising | ||
students when being transported in buses serving the | ||
Organizational Unit. | ||
"Target Ratio" is defined in paragraph (4) of | ||
subsection (g). | ||
"Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined | ||
in paragraph (3) of subsection (g). |
"Tier 1 Aggregate Funding", "Tier 2 Aggregate | ||
Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate | ||
Funding" are defined in paragraph (1) of subsection (g). | ||
(b) Adequacy Target calculation. | ||
(1) Each Organizational Unit's Adequacy Target is the | ||
sum of the Organizational Unit's cost of providing | ||
Essential Elements, as calculated in accordance with this | ||
subsection (b), with the salary amounts in the Essential | ||
Elements multiplied by a Regionalization Factor calculated | ||
pursuant to paragraph (3) of this subsection (b). | ||
(2) The Essential Elements are attributable on a pro | ||
rata basis related to defined subgroups of the ASE of each | ||
Organizational Unit as specified in this paragraph (2), | ||
with investments and FTE positions pro rata funded based on | ||
ASE counts in excess or less than the thresholds set forth | ||
in this paragraph (2). The method for calculating | ||
attributable pro rata costs and the defined subgroups | ||
thereto are as follows: | ||
(A) Core class size investments. Each | ||
Organizational Unit shall receive the funding required | ||
to support that number of FTE core teacher positions as | ||
is needed to keep the respective class sizes of the | ||
Organizational Unit to the following maximum numbers: | ||
(i) For grades kindergarten through 3, the | ||
Organizational Unit shall receive funding required | ||
to support one FTE core teacher position for every |
15 Low-Income Count students in those grades and | ||
one FTE core teacher position for every 20 | ||
non-Low-Income Count students in those grades. | ||
(ii) For grades 4 through 12, the | ||
Organizational Unit shall receive funding required | ||
to support one FTE core teacher position for every | ||
20 Low-Income Count students in those grades and | ||
one FTE core teacher position for every 25 | ||
non-Low-Income Count students in those grades. | ||
The number of non-Low-Income Count students in a | ||
grade shall be determined by subtracting the | ||
Low-Income students in that grade from the ASE of the | ||
Organizational Unit for that grade. | ||
(B) Specialist teacher investments. Each | ||
Organizational Unit shall receive the funding needed | ||
to cover that number of FTE specialist teacher | ||
positions that correspond to the following | ||
percentages: | ||
(i) if the Organizational Unit operates an | ||
elementary or middle school, then 20.00% of the | ||
number of the Organizational Unit's core teachers, | ||
as determined under subparagraph (A) of this | ||
paragraph (2); and | ||
(ii) if such Organizational Unit operates a | ||
high school, then 33.33% of the number of the | ||
Organizational Unit's core teachers. |
(C) Instructional facilitator investments. Each | ||
Organizational Unit shall receive the funding needed | ||
to cover one FTE instructional facilitator position | ||
for every 200 combined ASE of pre-kindergarten | ||
children with disabilities and all kindergarten | ||
through grade 12 students of the Organizational Unit. | ||
(D) Core intervention teacher (tutor) investments. | ||
Each Organizational Unit shall receive the funding | ||
needed to cover one FTE teacher position for each | ||
prototypical elementary, middle, and high school. | ||
(E) Substitute teacher investments. Each | ||
Organizational Unit shall receive the funding needed | ||
to cover substitute teacher costs that is equal to | ||
5.70% of the minimum pupil attendance days required | ||
under Section 10-19 of this Code for all full-time | ||
equivalent core, specialist, and intervention | ||
teachers, school nurses, special education teachers | ||
and instructional assistants, instructional | ||
facilitators, and summer school and extended-day | ||
teacher positions, as determined under this paragraph | ||
(2), at a salary rate of 33.33% of the average salary | ||
for grade K through 12 teachers and 33.33% of the | ||
average salary of each instructional assistant | ||
position. | ||
(F) Core guidance counselor investments. Each | ||
Organizational Unit shall receive the funding needed |
to cover one FTE guidance counselor for each 450 | ||
combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 5 | ||
students, plus one FTE guidance counselor for each 250 | ||
grades 6 through 8 ASE middle school students, plus one | ||
FTE guidance counselor for each 250 grades 9 through 12 | ||
ASE high school students. | ||
(G) Nurse investments. Each Organizational Unit | ||
shall receive the funding needed to cover one FTE nurse | ||
for each 750 combined ASE of pre-kindergarten children | ||
with disabilities and all kindergarten through grade | ||
12 students across all grade levels it serves. | ||
(H) Supervisory aide investments. Each | ||
Organizational Unit shall receive the funding needed | ||
to cover one FTE for each 225 combined ASE of | ||
pre-kindergarten children with disabilities and all | ||
kindergarten through grade 5 students, plus one FTE for | ||
each 225 ASE middle school students, plus one FTE for | ||
each 200 ASE high school students. | ||
(I) Librarian investments. Each Organizational | ||
Unit shall receive the funding needed to cover one FTE | ||
librarian for each prototypical elementary school, | ||
middle school, and high school and one FTE aide or | ||
media technician for every 300 combined ASE of | ||
pre-kindergarten children with disabilities and all | ||
kindergarten through grade 12 students. |
(J) Principal investments. Each Organizational | ||
Unit shall receive the funding needed to cover one FTE | ||
principal position for each prototypical elementary | ||
school, plus one FTE principal position for each | ||
prototypical middle school, plus one FTE principal | ||
position for each prototypical high school. | ||
(K) Assistant principal investments. Each | ||
Organizational Unit shall receive the funding needed | ||
to cover one FTE assistant principal position for each | ||
prototypical elementary school, plus one FTE assistant | ||
principal position for each prototypical middle | ||
school, plus one FTE assistant principal position for | ||
each prototypical high school. | ||
(L) School site staff investments. Each | ||
Organizational Unit shall receive the funding needed | ||
for one FTE position for each 225 ASE of | ||
pre-kindergarten children with disabilities and all | ||
kindergarten through grade 5 students, plus one FTE | ||
position for each 225 ASE middle school students, plus | ||
one FTE position for each 200 ASE high school students. | ||
(M) Gifted investments. Each Organizational Unit | ||
shall receive $40 per kindergarten through grade 12 | ||
ASE. | ||
(N) Professional development investments. Each | ||
Organizational Unit shall receive $125 per student of | ||
the combined ASE of pre-kindergarten children with |
disabilities and all kindergarten through grade 12 | ||
students for trainers and other professional | ||
development-related expenses for supplies and | ||
materials. | ||
(O) Instructional material investments. Each | ||
Organizational Unit shall receive $190 per student of | ||
the combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 12 | ||
students to cover instructional material costs. | ||
(P) Assessment investments. Each Organizational | ||
Unit shall receive $25 per student of the combined ASE | ||
of pre-kindergarten children with disabilities and all | ||
kindergarten through grade 12 students student to | ||
cover assessment costs. | ||
(Q) Computer technology and equipment investments. | ||
Each Organizational Unit shall receive $285.50 per | ||
student of the combined ASE of pre-kindergarten | ||
children with disabilities and all kindergarten | ||
through grade 12 students to cover computer technology | ||
and equipment costs. For the 2018-2019 school year and | ||
subsequent school years, Tier 1 and Tier 2 | ||
Organizational Units selected by the State Board | ||
through a request for proposals process shall, upon the | ||
State Board's approval of an Organizational Unit's | ||
one-to-one computing technology plan, receive an | ||
additional $285.50 per student of the combined ASE of |
pre-kindergarten children with disabilities and all | ||
kindergarten through grade 12 students to cover | ||
computer technology and equipment costs. The State | ||
Board may establish additional requirements for | ||
Organizational Unit expenditures of funds received | ||
pursuant to this subparagraph (Q). It is the intent of | ||
this amendatory Act of the 100th General Assembly that | ||
all Tier 1 and Tier 2 districts that apply for the | ||
technology grant receive the addition to their | ||
Adequacy Target, subject to compliance with the | ||
requirements of the State Board. | ||
(R) Student activities investments. Each | ||
Organizational Unit shall receive the following | ||
funding amounts to cover student activities: $100 per | ||
kindergarten through grade 5 ASE student in elementary | ||
school, plus $200 per ASE student in middle school, | ||
plus $675 per ASE student in high school. | ||
(S) Maintenance and operations investments. Each | ||
Organizational Unit shall receive $1,038 per student | ||
of the combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 12 for | ||
day-to-day maintenance and operations expenditures, | ||
including salary, supplies, and materials, as well as | ||
purchased services, but excluding employee benefits. | ||
The proportion of salary for the application of a | ||
Regionalization Factor and the calculation of benefits |
is equal to $352.92. | ||
(T) Central office investments. Each | ||
Organizational Unit shall receive $742 per student of | ||
the combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 12 | ||
students to cover central office operations, including | ||
administrators and classified personnel charged with | ||
managing the instructional programs, business and | ||
operations of the school district, and security | ||
personnel. The proportion of salary for the | ||
application of a Regionalization Factor and the | ||
calculation of benefits is equal to $368.48. | ||
(U) Employee benefit investments. Each | ||
Organizational Unit shall receive 30% of the total of | ||
all salary-calculated elements of the Adequacy Target, | ||
excluding substitute teachers and student activities | ||
investments, to cover benefit costs. For central | ||
office and maintenance and operations investments, the | ||
benefit calculation shall be based upon the salary | ||
proportion of each investment. If at any time the | ||
responsibility for funding the employer normal cost of | ||
teacher pensions is assigned to school districts, then | ||
that amount certified by the Teachers' Retirement | ||
System of the State of Illinois to be paid by the | ||
Organizational Unit for the preceding school year | ||
shall be added to the benefit investment. For any |
fiscal year in which a school district organized under | ||
Article 34 of this Code is responsible for paying the | ||
employer normal cost of teacher pensions, then that | ||
amount of its employer normal cost plus the amount for | ||
retiree health insurance as certified by the Public | ||
School Teachers' Pension and Retirement Fund of | ||
Chicago to be paid by the school district for the | ||
preceding school year that is statutorily required to | ||
cover employer normal costs and the amount for retiree | ||
health insurance shall be added to the 30% specified in | ||
this subparagraph (U). The Public School Teachers' | ||
Pension and Retirement Fund of Chicago shall submit | ||
such information as the State Superintendent may | ||
require for the calculations set forth in this | ||
subparagraph (U). | ||
(V) Additional investments in low-income students. | ||
In addition to and not in lieu of all other funding | ||
under this paragraph (2), each Organizational Unit | ||
shall receive funding based on the average teacher | ||
salary for grades K through 12 to cover the costs of: | ||
(i) one FTE intervention teacher (tutor) | ||
position for every 125 Low-Income Count students; | ||
(ii) one FTE pupil support staff position for | ||
every 125 Low-Income Count students; | ||
(iii) one FTE extended day teacher position | ||
for every 120 Low-Income Count students; and |
(iv) one FTE summer school teacher position | ||
for every 120 Low-Income Count students. | ||
(W) Additional investments in English learner | ||
students. In addition to and not in lieu of all other | ||
funding under this paragraph (2), each Organizational | ||
Unit shall receive funding based on the average teacher | ||
salary for grades K through 12 to cover the costs of: | ||
(i) one FTE intervention teacher (tutor) | ||
position for every 125 English learner students; | ||
(ii) one FTE pupil support staff position for | ||
every 125 English learner students; | ||
(iii) one FTE extended day teacher position | ||
for every 120 English learner students; | ||
(iv) one FTE summer school teacher position | ||
for every 120 English learner students; and | ||
(v) one FTE core teacher position for every 100 | ||
English learner students. | ||
(X) Special education investments. Each | ||
Organizational Unit shall receive funding based on the | ||
average teacher salary for grades K through 12 to cover | ||
special education as follows: | ||
(i) one FTE teacher position for every 141 | ||
combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 12 | ||
students; | ||
(ii) one FTE instructional assistant for every |
141 combined ASE of pre-kindergarten children with | ||
disabilities and all kindergarten through grade 12 | ||
students; and | ||
(iii) one FTE psychologist position for every | ||
1,000 combined ASE of pre-kindergarten children | ||
with disabilities and all kindergarten through | ||
grade 12 students. | ||
(3) For calculating the salaries included within the | ||
Essential Elements, the State Superintendent shall | ||
annually calculate average salaries to the nearest dollar | ||
using the employment information system data maintained by | ||
the State Board, limited to public schools only and | ||
excluding special education and vocational cooperatives, | ||
schools operated by the Department of Juvenile Justice, and | ||
charter schools, for the following positions: | ||
(A) Teacher for grades K through 8. | ||
(B) Teacher for grades 9 through 12. | ||
(C) Teacher for grades K through 12. | ||
(D) Guidance counselor for grades K through 8. | ||
(E) Guidance counselor for grades 9 through 12. | ||
(F) Guidance counselor for grades K through 12. | ||
(G) Social worker. | ||
(H) Psychologist. | ||
(I) Librarian. | ||
(J) Nurse. | ||
(K) Principal. |
(L) Assistant principal. | ||
For the purposes of this paragraph (3), "teacher" | ||
includes core teachers, specialist and elective teachers, | ||
instructional facilitators, tutors, special education | ||
teachers, pupil support staff teachers, English learner | ||
teachers, extended-day teachers, and summer school | ||
teachers. Where specific grade data is not required for the | ||
Essential Elements, the average salary for corresponding | ||
positions shall apply. For substitute teachers, the | ||
average teacher salary for grades K through 12 shall apply. | ||
For calculating the salaries included within the | ||
Essential Elements for positions not included within EIS | ||
Data, the following salaries shall be used in the first | ||
year of implementation of Evidence-Based Funding: | ||
(i) school site staff, $30,000; and | ||
(ii) non-instructional assistant, instructional | ||
assistant, library aide, library media tech, or | ||
supervisory aide: $25,000. | ||
In the second and subsequent years of implementation of | ||
Evidence-Based Funding, the amounts in items (i) and (ii) | ||
of this paragraph (3) shall annually increase by the ECI. | ||
The salary amounts for the Essential Elements | ||
determined pursuant to subparagraphs (A) through (L), (S) | ||
and (T), and (V) through (X) of paragraph (2) of subsection | ||
(b) of this Section shall be multiplied by a | ||
Regionalization Factor. |
(c) Local capacity calculation. | ||
(1) Each Organizational Unit's Local Capacity | ||
represents an amount of funding it is assumed to contribute | ||
toward its Adequacy Target for purposes of the | ||
Evidence-Based Funding formula calculation. "Local | ||
Capacity" means either (i) the Organizational Unit's Local | ||
Capacity Target as calculated in accordance with paragraph | ||
(2) of this subsection (c) if its Real Receipts are equal | ||
to or less than its Local Capacity Target or (ii) the | ||
Organizational Unit's Adjusted Local Capacity, as | ||
calculated in accordance with paragraph (3) of this | ||
subsection (c) if Real Receipts are more than its Local | ||
Capacity Target. | ||
(2) "Local Capacity Target" means, for an | ||
Organizational Unit, that dollar amount that is obtained by | ||
multiplying its Adequacy Target by its Local Capacity | ||
Ratio. | ||
(A) An Organizational Unit's Local Capacity | ||
Percentage is the conversion of the Organizational | ||
Unit's Local Capacity Ratio, as such ratio is | ||
determined in accordance with subparagraph (B) of this | ||
paragraph (2), into a normal curve equivalent score to | ||
determine each Organizational Unit's relative position | ||
to all other Organizational Units in this State. The | ||
calculation of Local Capacity Percentage is described | ||
in subparagraph (C) of this paragraph (2). |
(B) An Organizational Unit's Local Capacity Ratio | ||
in a given year is the percentage obtained by dividing | ||
its Adjusted EAV or PTELL EAV, whichever is less, by | ||
its Adequacy Target, with the resulting ratio further | ||
adjusted as follows: | ||
(i) for Organizational Units serving grades | ||
kindergarten through 12 and Hybrid Districts, no | ||
further adjustments shall be made; | ||
(ii) for Organizational Units serving grades | ||
kindergarten through 8, the ratio shall be | ||
multiplied by 9/13; | ||
(iii) for Organizational Units serving grades | ||
9 through 12, the Local Capacity Ratio shall be | ||
multiplied by 4/13; and | ||
(iv) for an Organizational Unit with a | ||
different grade configuration than those specified | ||
in items (i) through (iii) of this subparagraph | ||
(B), the State Superintendent shall determine a | ||
comparable adjustment based on the grades served. | ||
(C) Local Capacity Percentage converts each | ||
Organizational Unit's Local Capacity Ratio to a normal | ||
curve equivalent score to determine each | ||
Organizational Unit's relative position to all other | ||
Organizational Units in this State. The Local Capacity | ||
Percentage normal curve equivalent score for each | ||
Organizational Unit shall be calculated using the |
standard normal distribution of the score in relation | ||
to the weighted mean and weighted standard deviation | ||
and Local Capacity Ratios of all Organizational Units. | ||
If the value assigned to any Organizational Unit is in | ||
excess of 90%, the value shall be adjusted to 90%. For | ||
Laboratory Schools, the Local Capacity Percentage | ||
shall be set at 10% in
recognition of the absence of | ||
EAV and resources from the public university that are | ||
allocated to
the Laboratory School. The weighted mean | ||
for the Local Capacity Percentage shall be determined | ||
by multiplying each Organizational Unit's Local | ||
Capacity Ratio times the ASE for the unit creating a | ||
weighted value, summing the weighted values of all | ||
Organizational Units, and dividing by the total ASE of | ||
all Organizational Units. The weighted standard | ||
deviation shall be determined by taking the square root | ||
of the weighted variance of all Organizational Units' | ||
Local Capacity Ratio, where the variance is calculated | ||
by squaring the difference between each unit's Local | ||
Capacity Ratio and the weighted mean, then multiplying | ||
the variance for each unit times the ASE for the unit | ||
to create a weighted variance for each unit, then | ||
summing all units' weighted variance and dividing by | ||
the total ASE of all units. | ||
(D) For any Organizational Unit, the | ||
Organizational Unit's Adjusted Local Capacity Target |
shall be reduced by either (i) the school board's | ||
remaining contribution pursuant to paragraph (ii) of | ||
subsection (b-4) of Section 16-158 of the Illinois | ||
Pension Code in a given year, or (ii) the board of | ||
education's remaining contribution pursuant to | ||
paragraph (iv) of subsection (b) of Section 17-129 of | ||
the Illinois Pension Code absent the employer normal | ||
cost portion of the required contribution and amount | ||
allowed pursuant to subdivision (3) of Section | ||
17-142.1 of the Illinois Pension Code in a given year. | ||
In the preceding sentence, item (i) shall be certified | ||
to the State Board of Education by the Teachers' | ||
Retirement System of the State of Illinois and item | ||
(ii) shall be certified to the State Board of Education | ||
by the Public School Teachers' Pension and Retirement | ||
Fund of the City of Chicago. | ||
(3) If an Organizational Unit's Real Receipts are more | ||
than its Local Capacity Target, then its Local Capacity | ||
shall equal an Adjusted Local Capacity Target as calculated | ||
in accordance with this paragraph (3). The Adjusted Local | ||
Capacity Target is calculated as the sum of the | ||
Organizational Unit's Local Capacity Target and its Real | ||
Receipts Adjustment. The Real Receipts Adjustment equals | ||
the Organizational Unit's Real Receipts less its Local | ||
Capacity Target, with the resulting figure multiplied by | ||
the Local Capacity Percentage. |
As used in this paragraph (3), "Real Percent of | ||
Adequacy" means the sum of an Organizational Unit's Real | ||
Receipts, CPPRT, and Base Funding Minimum, with the | ||
resulting figure divided by the Organizational Unit's | ||
Adequacy Target. | ||
(d) Calculation of Real Receipts, EAV, and Adjusted EAV for | ||
purposes of the Local Capacity calculation. | ||
(1) An Organizational Unit's Real Receipts are the | ||
product of its Applicable Tax Rate and its Adjusted EAV. An | ||
Organizational Unit's Applicable Tax Rate is its Adjusted | ||
Operating Tax Rate for property within the Organizational | ||
Unit. | ||
(2) The State Superintendent shall calculate the | ||
Equalized Assessed Valuation, or EAV, of all taxable | ||
property of each Organizational Unit as of September 30 of | ||
the previous year in accordance with paragraph (3) of this | ||
subsection (d). The State Superintendent shall then | ||
determine the Adjusted EAV of each Organizational Unit in | ||
accordance with paragraph (4) of this subsection (d), which | ||
Adjusted EAV figure shall be used for the purposes of | ||
calculating Local Capacity. | ||
(3) To calculate Real Receipts and EAV, the Department | ||
of Revenue shall supply to the State Superintendent the | ||
value as equalized or assessed by the Department of Revenue | ||
of all taxable property of every Organizational Unit, | ||
together with (i) the applicable tax rate used in extending |
taxes for the funds of the Organizational Unit as of | ||
September 30 of the previous year and (ii) the limiting | ||
rate for all Organizational Units subject to property tax | ||
extension limitations as imposed under PTELL. | ||
(A) The Department of Revenue shall add to the | ||
equalized assessed value of all taxable property of | ||
each Organizational Unit situated entirely or | ||
partially within a county that is or was subject to the | ||
provisions of Section 15-176 or 15-177 of the Property | ||
Tax Code (i) an amount equal to the total amount by | ||
which the homestead exemption allowed under Section | ||
15-176 or 15-177 of the Property Tax Code for real | ||
property situated in that Organizational Unit exceeds | ||
the total amount that would have been allowed in that | ||
Organizational Unit if the maximum reduction under | ||
Section 15-176 was (I) $4,500 in Cook County or $3,500 | ||
in all other counties in tax year 2003 or (II) $5,000 | ||
in all counties in tax year 2004 and thereafter and | ||
(ii) an amount equal to the aggregate amount for the | ||
taxable year of all additional exemptions under | ||
Section 15-175 of the Property Tax Code for owners with | ||
a household income of $30,000 or less. The county clerk | ||
of any county that is or was subject to the provisions | ||
of Section 15-176 or 15-177 of the Property Tax Code | ||
shall annually calculate and certify to the Department | ||
of Revenue for each Organizational Unit all homestead |
exemption amounts under Section 15-176 or 15-177 of the | ||
Property Tax Code and all amounts of additional | ||
exemptions under Section 15-175 of the Property Tax | ||
Code for owners with a household income of $30,000 or | ||
less. It is the intent of this subparagraph (A) that if | ||
the general homestead exemption for a parcel of | ||
property is determined under Section 15-176 or 15-177 | ||
of the Property Tax Code rather than Section 15-175, | ||
then the calculation of EAV shall not be affected by | ||
the difference, if any, between the amount of the | ||
general homestead exemption allowed for that parcel of | ||
property under Section 15-176 or 15-177 of the Property | ||
Tax Code and the amount that would have been allowed | ||
had the general homestead exemption for that parcel of | ||
property been determined under Section 15-175 of the | ||
Property Tax Code. It is further the intent of this | ||
subparagraph (A) that if additional exemptions are | ||
allowed under Section 15-175 of the Property Tax Code | ||
for owners with a household income of less than | ||
$30,000, then the calculation of EAV shall not be | ||
affected by the difference, if any, because of those | ||
additional exemptions. | ||
(B) With respect to any part of an Organizational | ||
Unit within a redevelopment project area in respect to | ||
which a municipality has adopted tax increment | ||
allocation financing pursuant to the Tax Increment |
Allocation Redevelopment Act, Division 74.4 of the | ||
Illinois Municipal Code, or the Industrial Jobs | ||
Recovery Law, Division 74.6 of the Illinois Municipal | ||
Code, no part of the current EAV of real property | ||
located in any such project area which is attributable | ||
to an increase above the total initial EAV of such | ||
property shall be used as part of the EAV of the | ||
Organizational Unit, until such time as all | ||
redevelopment project costs have been paid, as | ||
provided in Section 11-74.4-8 of the Tax Increment | ||
Allocation Redevelopment Act or in Section 11-74.6-35 | ||
of the Industrial Jobs Recovery Law. For the purpose of | ||
the EAV of the Organizational Unit, the total initial | ||
EAV or the current EAV, whichever is lower, shall be | ||
used until such time as all redevelopment project costs | ||
have been paid. | ||
(B-5) The real property equalized assessed | ||
valuation for a school district shall be adjusted by | ||
subtracting from the real property value, as equalized | ||
or assessed by the Department of Revenue, for the | ||
district an amount computed by dividing the amount of | ||
any abatement of taxes under Section 18-170 of the | ||
Property Tax Code by 3.00% for a district maintaining | ||
grades kindergarten through 12, by 2.30% for a district | ||
maintaining grades kindergarten through 8, or by 1.05% | ||
for a district maintaining grades 9 through 12 and |
adjusted by an amount computed by dividing the amount | ||
of any abatement of taxes under subsection (a) of | ||
Section 18-165 of the Property Tax Code by the same | ||
percentage rates for district type as specified in this | ||
subparagraph (B-5). | ||
(C) For Organizational Units that are Hybrid | ||
Districts, the State Superintendent shall use the | ||
lesser of the equalized assessed valuation for | ||
property within the partial elementary unit district | ||
for elementary purposes, as defined in Article 11E of | ||
this Code, or the equalized assessed valuation for | ||
property within the partial elementary unit district | ||
for high school purposes, as defined in Article 11E of | ||
this Code. | ||
(4) An Organizational Unit's Adjusted EAV shall be the | ||
average of its EAV over the immediately preceding 3 years | ||
or its EAV in the immediately preceding year if the EAV in | ||
the immediately preceding year has declined by 10% or more | ||
compared to the 3-year average. In the event of | ||
Organizational Unit reorganization, consolidation, or | ||
annexation, the Organizational Unit's Adjusted EAV for the | ||
first 3 years after such change shall be as follows: the | ||
most current EAV shall be used in the first year, the | ||
average of a 2-year EAV or its EAV in the immediately | ||
preceding year if the EAV declines by 10% or more compared | ||
to the 2-year average for the second year, and a 3-year |
average EAV or its EAV in the immediately preceding year if | ||
the adjusted EAV declines by 10% or more compared to the | ||
3-year average for the third year. | ||
"PTELL EAV" means a figure calculated by the State | ||
Board for Organizational Units subject to PTELL as | ||
described in this paragraph (4) for the purposes of | ||
calculating an Organizational Unit's Local Capacity Ratio. | ||
Except as otherwise provided in this paragraph (4), for an | ||
Organizational Unit that has approved or does approve an | ||
increase in its limiting rate, the PTELL EAV of an | ||
Organizational Unit shall be equal to the product of the | ||
equalized assessed valuation last used in the calculation | ||
of general State aid under Section 18-8.05 of this Code or | ||
Evidence-Based Funding under this Section and the | ||
Organizational Unit's Extension Limitation Ratio. If an | ||
Organizational Unit has approved or does approve an | ||
increase in its limiting rate, pursuant to Section 18-190 | ||
of the Property Tax Code, affecting the Base Tax Year, the | ||
PTELL EAV shall be equal to the product of the equalized | ||
assessed valuation last used in the calculation of general | ||
State aid under Section 18-8.05 of this Code or | ||
Evidence-Based Funding under this Section multiplied by an | ||
amount equal to one plus the percentage increase, if any, | ||
in the Consumer Price Index for All Urban Consumers for all | ||
items published by the United States Department of Labor | ||
for the 12-month calendar year preceding the Base Tax Year, |
plus the equalized assessed valuation of new property, | ||
annexed property, and recovered tax increment value and | ||
minus the equalized assessed valuation of disconnected | ||
property. | ||
As used in this paragraph (4), "new property" and | ||
"recovered tax increment value" shall have the meanings set | ||
forth in the Property Tax Extension Limitation Law. | ||
(e) Base Funding Minimum calculation. | ||
(1) For the 2017-2018 school year, the Base Funding | ||
Minimum of an Organizational Unit, other than a Specially | ||
Funded Unit, shall be the amount of State funds distributed | ||
to the Organizational Unit during the 2016-2017 school year | ||
prior to any adjustments and specified appropriation | ||
amounts described in this paragraph (1) from the following | ||
Sections, as calculated by the State Superintendent: | ||
Section 18-8.05 of this Code (general State aid); Section 5 | ||
of Article 224 of Public Act 99-524 (equity grants); | ||
Section 14-7.02b of this Code (funding for children | ||
requiring special education services); Section 14-13.01 of | ||
this Code (special education facilities and staffing), | ||
except for reimbursement of the cost of transportation | ||
pursuant to Section 14-13.01; Section 14C-12 of this Code | ||
(English learners); and Section 18-4.3 of this Code (summer | ||
school), based on an appropriation level of $13,121,600. | ||
For a school district organized under Article 34 of this | ||
Code, the Base Funding Minimum also includes (i) the funds |
allocated to the school district pursuant to Section 1D-1 | ||
of this Code attributable to funding programs authorized by | ||
the Sections of this Code listed in the preceding sentence; | ||
and (ii) the difference between (I) the funds allocated to | ||
the school district pursuant to Section 1D-1 of this Code | ||
attributable to the funding programs authorized by Section | ||
14-7.02 (non-public special education reimbursement), | ||
subsection (b) of Section 14-13.01 (special education | ||
transportation), Section 29-5 (transportation), Section | ||
2-3.80 (agricultural education), Section 2-3.66 (truants' | ||
alternative education), Section 2-3.62 (educational | ||
service centers), and Section 14-7.03 (special education - | ||
orphanage) of this Code and Section 15 of the Childhood | ||
Hunger Relief Act (free breakfast program) and (II) the | ||
school district's actual expenditures for its non-public | ||
special education, special education transportation, | ||
transportation programs, agricultural education, truants' | ||
alternative education, services that would otherwise be | ||
performed by a regional office of education, special | ||
education orphanage expenditures, and free breakfast, as | ||
most recently calculated and reported pursuant to | ||
subsection (f) of Section 1D-1 of this Code. For Specially | ||
Funded Units, the Base Funding Minimum shall be the total | ||
amount of State funds allotted to the Specially Funded Unit | ||
during the 2016-2017 school year. The Base Funding Minimum | ||
for Glenwood Academy shall be $625,500. |
(2) For the 2018-2019 and subsequent school years, the | ||
Base Funding Minimum of Organizational Units and Specially | ||
Funded Units shall be the sum of (i) the amount of | ||
Evidence-Based Funding for the prior school year and (ii) | ||
the Base Funding Minimum for the prior school year. | ||
(f) Percent of Adequacy and Final Resources calculation. | ||
(1) The Evidence-Based Funding formula establishes a | ||
Percent of Adequacy for each Organizational Unit in order | ||
to place such units into tiers for the purposes of the | ||
funding distribution system described in subsection (g) of | ||
this Section. Initially, an Organizational Unit's | ||
Preliminary Resources and Preliminary Percent of Adequacy | ||
are calculated pursuant to paragraph (2) of this subsection | ||
(f). Then, an Organizational Unit's Final Resources and | ||
Final Percent of Adequacy are calculated to account for the | ||
Organizational Unit's poverty concentration levels | ||
pursuant to paragraphs (3) and (4) of this subsection (f). | ||
(2) An Organizational Unit's Preliminary Resources are | ||
equal to the sum of its Local Capacity Target, CPPRT, and | ||
Base Funding Minimum. An Organizational Unit's Preliminary | ||
Percent of Adequacy is the lesser of (i) its Preliminary | ||
Resources divided by its Adequacy Target or (ii) 100%. | ||
(3) Except for Specially Funded Units, an | ||
Organizational Unit's Final Resources are equal the sum of | ||
its Local Capacity, CPPRT, and Adjusted Base Funding | ||
Minimum. The Base Funding Minimum of each Specially Funded |
Unit shall serve as its Final Resources, except that the | ||
Base Funding Minimum for State-approved charter schools | ||
shall not include any portion of general State aid | ||
allocated in the prior year based on the per capita tuition | ||
charge times the charter school enrollment. | ||
(4) An Organizational Unit's Final Percent of Adequacy | ||
is its Final Resources divided by its Adequacy Target. An | ||
Organizational Unit's Adjusted Base Funding Minimum is | ||
equal to its Base Funding Minimum less its Supplemental | ||
Grant Funding, with the resulting figure added to the | ||
product of its Supplemental Grant Funding and Preliminary | ||
Percent of Adequacy. | ||
(g) Evidence-Based Funding formula distribution system. | ||
(1) In each school year under the Evidence-Based | ||
Funding formula, each Organizational Unit receives funding | ||
equal to the sum of its Base Funding Minimum and the unit's | ||
allocation of New State Funds determined pursuant to this | ||
subsection (g). To allocate New State Funds, the | ||
Evidence-Based Funding formula distribution system first | ||
places all Organizational Units into one of 4 tiers in | ||
accordance with paragraph (3) of this subsection (g), based | ||
on the Organizational Unit's Final Percent of Adequacy. New | ||
State Funds are allocated to each of the 4 tiers as | ||
follows: Tier 1 Aggregate Funding equals 50% of all New | ||
State Funds, Tier 2 Aggregate Funding equals 49% of all New | ||
State Funds, Tier 3 Aggregate Funding equals 0.9% of all |
New State Funds, and Tier 4 Aggregate Funding equals 0.1% | ||
of all New State Funds. Each Organizational Unit within | ||
Tier 1 or Tier 2 receives an allocation of New State Funds | ||
equal to its tier Funding Gap, as defined in the following | ||
sentence, multiplied by the tier's Allocation Rate | ||
determined pursuant to paragraph (4) of this subsection | ||
(g). For Tier 1, an Organizational Unit's Funding Gap | ||
equals the tier's Target Ratio, as specified in paragraph | ||
(5) of this subsection (g), multiplied by the | ||
Organizational Unit's Adequacy Target, with the resulting | ||
amount reduced by the Organizational Unit's Final | ||
Resources. For Tier 2, an Organizational Unit's Funding Gap | ||
equals the tier's Target Ratio, as described in paragraph | ||
(5) of this subsection (g), multiplied by the | ||
Organizational Unit's Adequacy Target, with the resulting | ||
amount reduced by the Organizational Unit's Final | ||
Resources and its Tier 1 funding allocation. To determine | ||
the Organizational Unit's Funding Gap, the resulting | ||
amount is then multiplied by a factor equal to one minus | ||
the Organizational Unit's Local Capacity Target | ||
percentage. Each Organizational Unit within Tier 3 or Tier | ||
4 receives an allocation of New State Funds equal to the | ||
product of its Adequacy Target and the tier's Allocation | ||
Rate, as specified in paragraph (4) of this subsection (g). | ||
(2) To ensure equitable distribution of dollars for all | ||
Tier 2 Organizational Units, no Tier 2 Organizational Unit |
shall receive fewer dollars per ASE than any Tier 3 | ||
Organizational Unit. Each Tier 2 and Tier 3 Organizational | ||
Unit shall have its funding allocation divided by its ASE. | ||
Any Tier 2 Organizational Unit with a funding allocation | ||
per ASE below the greatest Tier 3 allocation per ASE shall | ||
get a funding allocation equal to the greatest Tier 3 | ||
funding allocation per ASE multiplied by the | ||
Organizational Unit's ASE. Each Tier 2 Organizational | ||
Unit's Tier 2 funding allocation shall be multiplied by the | ||
percentage calculated by dividing the original Tier 2 | ||
Aggregate Funding by the sum of all Tier 2 Organizational | ||
Unit's Tier 2 funding allocation after adjusting | ||
districts' funding below Tier 3 levels. | ||
(3) Organizational Units are placed into one of 4 tiers | ||
as follows: | ||
(A) Tier 1 consists of all Organizational Units, | ||
except for Specially Funded Units, with a Percent of | ||
Adequacy less than the Tier 1 Target Ratio. The Tier 1 | ||
Target Ratio is the ratio level that allows for Tier 1 | ||
Aggregate Funding to be distributed, with the Tier 1 | ||
Allocation Rate determined pursuant to paragraph (4) | ||
of this subsection (g). | ||
(B) Tier 2 consists of all Tier 1 Units and all | ||
other Organizational Units, except for Specially | ||
Funded Units, with a Percent of Adequacy of less than | ||
0.90. |
(C) Tier 3 consists of all Organizational Units, | ||
except for Specially Funded Units, with a Percent of | ||
Adequacy of at least 0.90 and less than 1.0. | ||
(D) Tier 4 consists of all Organizational Units | ||
with a Percent of Adequacy of at least 1.0 and | ||
Specially Funded Units, excluding Glenwood Academy. | ||
(4) The Allocation Rates for Tiers 1 through 4 is | ||
determined as follows: | ||
(A) The Tier 1 Allocation Rate is 30%. | ||
(B) The Tier 2 Allocation Rate is the result of the | ||
following equation: Tier 2 Aggregate Funding, divided | ||
by the sum of the Funding Gaps for all Tier 2 | ||
Organizational Units, unless the result of such | ||
equation is higher than 1.0. If the result of such | ||
equation is higher than 1.0, then the Tier 2 Allocation | ||
Rate is 1.0. | ||
(C) The Tier 3 Allocation Rate is the result of the | ||
following equation: Tier 3
Aggregate Funding, divided | ||
by the sum of the Adequacy Targets of all Tier 3 | ||
Organizational
Units. | ||
(D) The Tier 4 Allocation Rate is the result of the | ||
following equation: Tier 4
Aggregate Funding, divided | ||
by the sum of the Adequacy Targets of all Tier 4 | ||
Organizational
Units. | ||
(5) A tier's Target Ratio is determined as follows: | ||
(A) The Tier 1 Target Ratio is the ratio level that |
allows for Tier 1 Aggregate Funding to be distributed | ||
with the Tier 1 Allocation Rate. | ||
(B) The Tier 2 Target Ratio is 0.90. | ||
(C) The Tier 3 Target Ratio is 1.0. | ||
(6) If, at any point, the Tier 1 Target Ratio is | ||
greater than 90%, than all Tier 1 funding shall be | ||
allocated to Tier 2 and no Tier 1 Organizational Unit's | ||
funding may be identified. | ||
(7) In the event that all Tier 2 Organizational Units | ||
receive funding at the Tier 2 Target Ratio level, any | ||
remaining New State Funds shall be allocated to Tier 3 and | ||
Tier 4 Organizational Units. | ||
(8) If any Specially Funded Units, excluding Glenwood | ||
Academy, recognized by the State Board do not qualify for | ||
direct funding following the implementation of this | ||
amendatory Act of the 100th General Assembly from any of | ||
the funding sources included within the definition of Base | ||
Funding Minimum, the unqualified portion of the Base | ||
Funding Minimum shall be transferred to one or more | ||
appropriate Organizational Units as determined by the | ||
State Superintendent based on the prior year ASE of the | ||
Organizational Units. | ||
(9) The Minimum Funding Level is intended to establish | ||
a target for State funding that will keep pace with | ||
inflation and continue to advance equity through the | ||
Evidence-Based Funding formula. The target for State |
funding of New Property Tax Relief Pool Funds is | ||
$50,000,000 for State fiscal year 2019 and subsequent State | ||
fiscal years. The Minimum Funding Level is equal to | ||
$350,000,000. In addition to any New State Funds, no more | ||
than $50,000,000 New Property Tax Relief Pool Funds may be | ||
counted towards the Minimum Funding Level. If the sum of | ||
New State Funds and applicable New Property Tax Relief Pool | ||
Funds are less than the Minimum Funding Level, than funding | ||
for tiers shall be reduced in the following manner: | ||
(A) First, Tier 4 funding shall be reduced by an | ||
amount equal to the difference between the Minimum | ||
Funding Level and New State Funds until such time as | ||
Tier 4 funding is exhausted. | ||
(B) Next, Tier 3 funding shall be reduced by an | ||
amount equal to the difference between the Minimum | ||
Funding Level and New State Funds and the reduction in | ||
Tier 4 funding until such time as Tier 3 funding is | ||
exhausted. | ||
(C) Next, Tier 2 funding shall be reduced by an | ||
amount equal to the difference between the Minimum | ||
Funding level and new State Funds and the reduction | ||
Tier 4 and Tier 3. | ||
(D) Finally, Tier 1 funding shall be reduced by an | ||
amount equal to the difference between the Minimum | ||
Funding level and New State Funds and the reduction in | ||
Tier 2, 3, and 4 funding. In addition, the Allocation |
Rate for Tier 1 shall be reduced to a percentage equal | ||
to 50%, multiplied by the result of New State Funds | ||
divided by the Minimum Funding Level. | ||
(9.5) For State fiscal year 2019 and subsequent State | ||
fiscal years, if New State Funds exceed $300,000,000, then | ||
any amount in excess of $300,000,000 shall be dedicated for | ||
purposes of Section 2-3.170 of this Code up to a maximum of | ||
$50,000,000. | ||
(10) In the event of a decrease in the amount of the | ||
appropriation for this Section in any fiscal year after | ||
implementation of this Section, the Organizational Units | ||
receiving Tier 1 and Tier 2 funding, as determined under | ||
paragraph (3) of this subsection (g), shall be held | ||
harmless by establishing a Base Funding Guarantee equal to | ||
the per pupil kindergarten through grade 12 funding | ||
received in accordance with this Section in the prior | ||
fiscal year. Reductions shall be
made to the Base Funding | ||
Minimum of Organizational Units in Tier 3 and Tier 4 on a
| ||
per pupil basis equivalent to the total number of the ASE | ||
in Tier 3-funded and Tier 4-funded Organizational Units | ||
divided by the total reduction in State funding. The Base
| ||
Funding Minimum as reduced shall continue to be applied to | ||
Tier 3 and Tier 4
Organizational Units and adjusted by the | ||
relative formula when increases in
appropriations for this | ||
Section resume. In no event may State funding reductions to
| ||
Organizational Units in Tier 3 or Tier 4 exceed an amount |
that would be less than the
Base Funding Minimum | ||
established in the first year of implementation of this
| ||
Section. If additional reductions are required, all school | ||
districts shall receive a
reduction by a per pupil amount | ||
equal to the aggregate additional appropriation
reduction | ||
divided by the total ASE of all Organizational Units. | ||
(11) The State Superintendent shall make minor | ||
adjustments to the distribution formula set forth in this | ||
subsection (g) to account for the rounding of percentages | ||
to the nearest tenth of a percentage and dollar amounts to | ||
the nearest whole dollar. | ||
(h) State Superintendent administration of funding and | ||
district submission requirements. | ||
(1) The State Superintendent shall, in accordance with | ||
appropriations made by the General Assembly, meet the | ||
funding obligations created under this Section. | ||
(2) The State Superintendent shall calculate the | ||
Adequacy Target for each Organizational Unit and Net State | ||
Contribution Target for each Organizational Unit under | ||
this Section. The State Superintendent shall also certify | ||
the actual amounts of the New State Funds payable for each | ||
eligible Organizational Unit based on the equitable | ||
distribution calculation to the unit's treasurer, as soon | ||
as possible after such amounts are calculated, including | ||
any applicable adjusted charge-off increase. No | ||
Evidence-Based Funding shall be distributed within an |
Organizational Unit without the approval of the unit's | ||
school board. | ||
(3) Annually, the State Superintendent shall calculate | ||
and report to each Organizational Unit the unit's aggregate | ||
financial adequacy amount, which shall be the sum of the | ||
Adequacy Target for each Organizational Unit. The State | ||
Superintendent shall calculate and report separately for | ||
each Organizational Unit the unit's total State funds | ||
allocated for its students with disabilities. The State | ||
Superintendent shall calculate and report separately for | ||
each Organizational Unit the amount of funding and | ||
applicable FTE calculated for each Essential Element of the | ||
unit's Adequacy Target. | ||
(4) Annually, the State Superintendent shall calculate | ||
and report to each Organizational Unit the amount the unit | ||
must expend on special education and bilingual education | ||
pursuant to the unit's Base Funding Minimum, Special | ||
Education Allocation, and Bilingual Education Allocation. | ||
(5) Moneys distributed under this Section shall be | ||
calculated on a school year basis, but paid on a fiscal | ||
year basis, with payments beginning in August and extending | ||
through June. Unless otherwise provided, the moneys | ||
appropriated for each fiscal year shall be distributed in | ||
22 equal payments at least 2 times monthly to each | ||
Organizational Unit. The State Board shall publish a yearly | ||
distribution schedule at its meeting in June. If moneys |
appropriated for any fiscal year are distributed other than | ||
monthly, the distribution shall be on the same basis for | ||
each Organizational Unit. | ||
(6) Any school district that fails, for any given | ||
school year, to maintain school as required by law or to | ||
maintain a recognized school is not eligible to receive | ||
Evidence-Based Funding. In case of non-recognition of one | ||
or more attendance centers in a school district otherwise | ||
operating recognized schools, the claim of the district | ||
shall be reduced in the proportion that the enrollment in | ||
the attendance center or centers bears to the enrollment of | ||
the school district. "Recognized school" means any public | ||
school that meets the standards for recognition by the | ||
State Board. A school district or attendance center not | ||
having recognition status at the end of a school term is | ||
entitled to receive State aid payments due upon a legal | ||
claim that was filed while it was recognized. | ||
(7) School district claims filed under this Section are | ||
subject to Sections 18-9 and 18-12 of this Code, except as | ||
otherwise provided in this Section. | ||
(8) Each fiscal year, the State Superintendent shall | ||
calculate for each Organizational Unit an amount of its | ||
Base Funding Minimum and Evidence-Based Funding that shall | ||
be deemed attributable to the provision of special | ||
educational facilities and services, as defined in Section | ||
14-1.08 of this Code, in a manner that ensures compliance |
with maintenance of State financial support requirements | ||
under the federal Individuals with Disabilities Education | ||
Act. An Organizational Unit must use such funds only for | ||
the provision of special educational facilities and | ||
services, as defined in Section 14-1.08 of this Code, and | ||
must comply with any expenditure verification procedures | ||
adopted by the State Board. | ||
(9) All Organizational Units in this State must submit | ||
annual spending plans by the end of September of each year | ||
to the State Board as part of the annual budget process, | ||
which shall describe how each Organizational Unit will | ||
utilize the Base Minimum Funding and Evidence-Based | ||
funding it receives from this State under this Section with | ||
specific identification of the intended utilization of | ||
Low-Income, English learner, and special education | ||
resources. Additionally, the annual spending plans of each | ||
Organizational Unit shall describe how the Organizational | ||
Unit expects to achieve student growth and how the | ||
Organizational Unit will achieve State education goals, as | ||
defined by the State Board. The State Superintendent may, | ||
from time to time, identify additional requisites for | ||
Organizational Units to satisfy when compiling the annual | ||
spending plans required under this subsection (h). The | ||
format and scope of annual spending plans shall be | ||
developed by the State Superintendent in conjunction with | ||
the Professional Review Panel. |
(10) No later than January 1, 2018, the State | ||
Superintendent shall develop a 5-year strategic plan for | ||
all Organizational Units to help in planning for adequacy | ||
funding under this Section. The State Superintendent shall | ||
submit the plan to the Governor and the General Assembly, | ||
as provided in Section 3.1 of the General Assembly | ||
Organization Act. The plan shall include recommendations | ||
for: | ||
(A) a framework for collaborative, professional, | ||
innovative, and 21st century learning environments | ||
using the Evidence-Based Funding model; | ||
(B) ways to prepare and support this State's | ||
educators for successful instructional careers; | ||
(C) application and enhancement of the current | ||
financial accountability measures, the approved State | ||
plan to comply with the federal Every Student Succeeds | ||
Act, and the Illinois Balanced Accountability Measures | ||
in relation to student growth and elements of the | ||
Evidence-Based Funding model; and | ||
(D) implementation of an effective school adequacy | ||
funding system based on projected and recommended | ||
funding levels from the General Assembly. | ||
(i) Professional Review Panel. | ||
(1) A Professional Review Panel is created to study and | ||
review the implementation and effect of the Evidence-Based | ||
Funding model under this Section and to recommend continual |
recalibration and future study topics and modifications to | ||
the Evidence-Based Funding model. The Panel shall elect a | ||
chairperson and vice chairperson by a majority vote of the | ||
Panel and shall advance recommendations based on a majority | ||
vote of the Panel. A minority opinion may also accompany | ||
any recommendation of the majority of the Panel. The Panel | ||
shall be appointed by the State Superintendent, except as | ||
otherwise provided in paragraph (2) of this subsection (i) | ||
and include the following members: | ||
(A) Two appointees that represent district | ||
superintendents, recommended by a statewide | ||
organization that represents district superintendents. | ||
(B) Two appointees that represent school boards, | ||
recommended by a statewide organization that | ||
represents school boards. | ||
(C) Two appointees from districts that represent | ||
school business officials, recommended by a statewide | ||
organization that represents school business | ||
officials. | ||
(D) Two appointees that represent school | ||
principals, recommended by a statewide organization | ||
that represents school principals. | ||
(E) Two appointees that represent teachers, | ||
recommended by a statewide organization that | ||
represents teachers. | ||
(F) Two appointees that represent teachers, |
recommended by another statewide organization that | ||
represents teachers. | ||
(G) Two appointees that represent regional | ||
superintendents of schools, recommended by | ||
organizations that represent regional superintendents. | ||
(H) Two independent experts selected solely by the | ||
State Superintendent. | ||
(I) Two independent experts recommended by public | ||
universities in this State. | ||
(J) One member recommended by a statewide | ||
organization that represents parents. | ||
(K) Two representatives recommended by collective | ||
impact organizations that represent major metropolitan | ||
areas or geographic areas in Illinois. | ||
(L) One member from a statewide organization | ||
focused on research-based education policy to support | ||
a school system that prepares all students for college, | ||
a career, and democratic citizenship. | ||
(M) One representative from a school district | ||
organized under Article 34 of this Code. | ||
The State Superintendent shall ensure that the | ||
membership of the Panel includes representatives from | ||
school districts and communities reflecting the | ||
geographic, socio-economic, racial, and ethnic diversity | ||
of this State. The State Superintendent shall additionally | ||
ensure that the membership of the Panel includes |
representatives with expertise in bilingual education and | ||
special education. Staff from the State Board shall staff | ||
the Panel. | ||
(2) In addition to those Panel members appointed by the | ||
State Superintendent, 4 members of the General Assembly | ||
shall be appointed as follows: one member of the House of | ||
Representatives appointed by the Speaker of the House of | ||
Representatives, one member of the Senate appointed by the | ||
President of the Senate, one member of the House of | ||
Representatives appointed by the Minority Leader of the | ||
House of Representatives, and one member of the Senate | ||
appointed by the Minority Leader of the Senate. There shall | ||
be one additional member appointed by the Governor. All | ||
members appointed by legislative leaders or the Governor | ||
shall be non-voting, ex officio members. | ||
(3) On an annual basis, the State Superintendent shall | ||
recalibrate the following per pupil elements of the | ||
Adequacy Target and applied to the formulas, based on the | ||
Panel's study of average expenses as reported in the most | ||
recent annual financial report: | ||
(A) gifted under subparagraph (M) of paragraph (2) | ||
of subsection (b) of this Section; | ||
(B) instructional materials under subparagraph (O) | ||
of paragraph (2) of subsection (b) of this Section; | ||
(C) assessment under subparagraph (P) of paragraph | ||
(2) of subsection (b) of this Section; |
(D) student activities under subparagraph (R) of | ||
paragraph (2) of subsection (b) of this Section; | ||
(E) maintenance and operations under subparagraph | ||
(S) of paragraph (2) of subsection (b) of this Section; | ||
and | ||
(F) central office under subparagraph (T) of | ||
paragraph (2) of subsection (b) of this Section. | ||
(4) On a periodic basis, the Panel shall study all the | ||
following elements and make recommendations to the State | ||
Board, the General Assembly, and the Governor for | ||
modification of this Section: | ||
(A) The format and scope of annual spending plans | ||
referenced in paragraph (9) of subsection (h) of this | ||
Section. | ||
(B) The Comparable Wage Index under this Section, | ||
to be studied by the Panel and reestablished by the | ||
State Superintendent every 5 years. | ||
(C) Maintenance and operations. Within 5 years | ||
after the implementation of this Section, the Panel | ||
shall make recommendations for the further study of | ||
maintenance and operations costs, including capital | ||
maintenance costs, and recommend any additional | ||
reporting data required from Organizational Units. | ||
(D) "At-risk student" definition. Within 5 years | ||
after the implementation of this Section, the Panel | ||
shall make recommendations for the further study and |
determination of an "at-risk student" definition. | ||
Within 5 years after the implementation of this | ||
Section, the Panel shall evaluate and make | ||
recommendations regarding adequate funding for poverty | ||
concentration under the Evidence-Based Funding model. | ||
(E) Benefits. Within 5 years after the | ||
implementation of this Section, the Panel shall make | ||
recommendations for further study of benefit costs. | ||
(F) Technology. The per pupil target for | ||
technology shall be reviewed every 3 years to determine | ||
whether current allocations are sufficient to develop | ||
21st century learning in all classrooms in this State | ||
and supporting a one-to-one technological device | ||
program in each school. Recommendations shall be made | ||
no later than 3 years after the implementation of this | ||
Section. | ||
(G) Local Capacity Target. Within 3 years after the | ||
implementation of this Section, the Panel shall make | ||
recommendations for any additional data desired to | ||
analyze possible modifications to the Local Capacity | ||
Target, to be based on measures in addition to solely | ||
EAV and to be completed within 5 years after | ||
implementation of this Section. | ||
(H) Funding for Alternative Schools, Laboratory | ||
Schools, safe schools, and alternative learning | ||
opportunities programs. By the beginning of the |
2021-2022 school year, the Panel shall study and make | ||
recommendations regarding the funding levels for | ||
Alternative Schools, Laboratory Schools, safe schools, | ||
and alternative learning opportunities programs in | ||
this State. | ||
(I) Funding for college and career acceleration | ||
strategies. By the beginning of the 2021-2022 school | ||
year, the Panel shall study and make recommendations | ||
regarding funding levels to support college and career | ||
acceleration strategies in high school that have been | ||
demonstrated to result in improved secondary and | ||
postsecondary outcomes, including Advanced Placement, | ||
dual-credit opportunities, and college and career | ||
pathway systems. | ||
(J) Special education investments. By the | ||
beginning of the 2021-2022 school year, the Panel shall | ||
study and make recommendations on whether and how to | ||
account for disability types within the special | ||
education funding category. | ||
(K) Early childhood investments. In collaboration | ||
with the Illinois Early Learning Council, the Panel | ||
shall include an analysis of what level of Preschool | ||
for All Children funding would be necessary to serve | ||
all children ages 0 through 5 years in the | ||
highest-priority service tier, as specified in | ||
paragraph (4.5) of subsection (a) of Section 2-3.71 of |
this Code, and an analysis of the potential cost | ||
savings that that level of Preschool for All Children | ||
investment would have on the kindergarten through | ||
grade 12 system. | ||
(5) Within 5 years after the implementation of this | ||
Section, the Panel shall complete an evaluative study of | ||
the entire Evidence-Based Funding model, including an | ||
assessment of whether or not the formula is achieving State | ||
goals. The Panel shall report to the State Board, the | ||
General Assembly, and the Governor on the findings of the | ||
study. | ||
(6) Within 3 years after the implementation of this | ||
Section, the Panel shall evaluate and provide | ||
recommendations to the Governor and the General Assembly on | ||
the hold-harmless provisions of this Section found in the | ||
Base Funding Minimum. | ||
(j) References. Beginning July 1, 2017, references in other | ||
laws to general State aid funds or calculations under Section | ||
18-8.05 of this Code shall be deemed to be references to | ||
evidence-based model formula funds or calculations under this | ||
Section.
| ||
(Source: P.A. 100-465, eff. 8-31-17.)
| ||
Section 99. Effective date. This Act takes effect upon | ||
becoming law.
|