Rep. William Davis

Filed: 10/25/2017





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2    AMENDMENT NO. ______. Amend Senate Bill 444 by replacing
3everything after the enacting clause with the following:
4    "Section 5. The School Code is amended by changing Section
518-8.15 as follows:
6    (105 ILCS 5/18-8.15)
7    Sec. 18-8.15. Evidence-based funding for student success
8for the 2017-2018 and subsequent school years.
9    (a) General provisions.
10        (1) The purpose of this Section is to ensure that, by
11    June 30, 2027 and beyond, this State has a kindergarten
12    through grade 12 public education system with the capacity
13    to ensure the educational development of all persons to the
14    limits of their capacities in accordance with Section 1 of
15    Article X of the Constitution of the State of Illinois. To
16    accomplish that objective, this Section creates a method of



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1    funding public education that is evidence-based; is
2    sufficient to ensure every student receives a meaningful
3    opportunity to learn irrespective of race, ethnicity,
4    sexual orientation, gender, or community-income level; and
5    is sustainable and predictable. When fully funded under
6    this Section, every school shall have the resources, based
7    on what the evidence indicates is needed, to:
8            (A) provide all students with a high quality
9        education that offers the academic, enrichment, social
10        and emotional support, technical, and career-focused
11        programs that will allow them to become competitive
12        workers, responsible parents, productive citizens of
13        this State, and active members of our national
14        democracy;
15            (B) ensure all students receive the education they
16        need to graduate from high school with the skills
17        required to pursue post-secondary education and
18        training for a rewarding career;
19            (C) reduce, with a goal of eliminating, the
20        achievement gap between at-risk and non-at-risk
21        students by raising the performance of at-risk
22        students and not by reducing standards; and
23            (D) ensure this State satisfies its obligation to
24        assume the primary responsibility to fund public
25        education and simultaneously relieve the
26        disproportionate burden placed on local property taxes



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1        to fund schools.
2        (2) The evidence-based funding formula under this
3    Section shall be applied to all Organizational Units in
4    this State. The evidence-based funding formula outlined in
5    this Act is based on the formula outlined in Senate Bill 1
6    of the 100th General Assembly, as passed by both
7    legislative chambers. As further defined and described in
8    this Section, there are 4 major components of the
9    evidence-based funding model:
10            (A) First, the model calculates a unique adequacy
11        target for each Organizational Unit in this State that
12        considers the costs to implement research-based
13        activities, the unit's student demographics, and
14        regional wage difference.
15            (B) Second, the model calculates each
16        Organizational Unit's local capacity, or the amount
17        each Organizational Unit is assumed to contribute
18        towards its adequacy target from local resources.
19            (C) Third, the model calculates how much funding
20        the State currently contributes to the Organizational
21        Unit, and adds that to the unit's local capacity to
22        determine the unit's overall current adequacy of
23        funding.
24            (D) Finally, the model's distribution method
25        allocates new State funding to those Organizational
26        Units that are least well-funded, considering both



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1        local capacity and State funding, in relation to their
2        adequacy target.
3        (3) An Organizational Unit receiving any funding under
4    this Section may apply those funds to any fund so received
5    for which that Organizational Unit is authorized to make
6    expenditures by law.
7        (4) As used in this Section, the following terms shall
8    have the meanings ascribed in this paragraph (4):
9        "Adequacy Target" is defined in paragraph (1) of
10    subsection (b) of this Section.
11        "Adjusted EAV" is defined in paragraph (4) of
12    subsection (d) of this Section.
13        "Adjusted Local Capacity Target" is defined in
14    paragraph (3) of subsection (c) of this Section.
15        "Adjusted Operating Tax Rate" means a tax rate for all
16    Organizational Units, for which the State Superintendent
17    shall calculate and subtract for the Operating Tax Rate a
18    transportation rate based on total expenses for
19    transportation services under this Code, as reported on the
20    most recent Annual Financial Report in Pupil
21    Transportation Services, function 2550 in both the
22    Education and Transportation funds and functions 4110 and
23    4120 in the Transportation fund, less any corresponding
24    fiscal year State of Illinois scheduled payments excluding
25    net adjustments for prior years for regular, vocational, or
26    special education transportation reimbursement pursuant to



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1    Section 29-5 or subsection (b) of Section 14-13.01 of this
2    Code divided by the Adjusted EAV. If an Organizational
3    Unit's corresponding fiscal year State of Illinois
4    scheduled payments excluding net adjustments for prior
5    years for regular, vocational, or special education
6    transportation reimbursement pursuant to Section 29-5 or
7    subsection (b) of Section 14-13.01 of this Code exceed the
8    total transportation expenses, as defined in this
9    paragraph, no transportation rate shall be subtracted from
10    the Operating Tax Rate.
11        "Allocation Rate" is defined in paragraph (3) of
12    subsection (g) of this Section.
13        "Alternative School" means a public school that is
14    created and operated by a regional superintendent of
15    schools and approved by the State Board.
16        "Applicable Tax Rate" is defined in paragraph (1) of
17    subsection (d) of this Section.
18        "Assessment" means any of those benchmark, progress
19    monitoring, formative, diagnostic, and other assessments,
20    in addition to the State accountability assessment, that
21    assist teachers' needs in understanding the skills and
22    meeting the needs of the students they serve.
23        "Assistant principal" means a school administrator
24    duly endorsed to be employed as an assistant principal in
25    this State.
26        "At-risk student" means a student who is at risk of not



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1    meeting the Illinois Learning Standards or not graduating
2    from elementary or high school and who demonstrates a need
3    for vocational support or social services beyond that
4    provided by the regular school program. All students
5    included in an Organizational Unit's Low-Income Count, as
6    well as all English learner and disabled students attending
7    the Organizational Unit, shall be considered at-risk
8    students under this Section.
9        "Average Student Enrollment" or "ASE" means, for an
10    Organizational Unit in a given school year, the greater of
11    the average number of students (grades K through 12)
12    reported to the State Board as enrolled in the
13    Organizational Unit on October 1 and March 1, plus the
14    special education pre-kindergarten students with services
15    of at least more than 2 hours a day as reported to the
16    State Board on December 1, in the immediately preceding
17    school year or the average number of students (grades K
18    through 12) reported to the State Board as enrolled in the
19    Organizational Unit on October 1 and March 1, plus the
20    special education pre-kindergarten students with services
21    of at least more than 2 hours a day as reported to the
22    State Board on December 1, for each of the immediately
23    preceding 3 school years. For the purposes of this
24    definition, "enrolled in the Organizational Unit" means
25    the number of students reported to the State Board who are
26    enrolled in schools within the Organizational Unit that the



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1    student attends or would attend if not placed or
2    transferred to another school or program to receive needed
3    services. For the purposes of calculating "ASE", all
4    students, grades K through 12, excluding those attending
5    kindergarten for a half day, shall be counted as 1.0. All
6    students attending kindergarten for a half day shall be
7    counted as 0.5, unless in 2017 by June 15 or by March 1 in
8    subsequent years, the school district reports to the State
9    Board of Education the intent to implement full-day
10    kindergarten district-wide for all students, then all
11    students attending kindergarten shall be counted as 1.0.
12    Special education pre-kindergarten students shall be
13    counted as 0.5 each. If the State Board does not collect or
14    has not collected both an October 1 and March 1 enrollment
15    count by grade or a December 1 collection of special
16    education pre-kindergarten students as of the effective
17    date of this amendatory Act of the 100th General Assembly,
18    it shall establish such collection for all future years.
19    For any year where a count by grade level was collected
20    only once, that count shall be used as the single count
21    available for computing a 3-year average ASE. School
22    districts shall submit the data for the ASE calculation to
23    the State Board within 45 days of the dates required in
24    this Section for submission of enrollment data in order for
25    it to be included in the ASE calculation.
26        "Base Funding Guarantee" is defined in paragraph (10)



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1    of subsection (g) of this Section.
2        "Base Funding Minimum" is defined in subsection (e) of
3    this Section.
4        "Base Tax Year" means the property tax levy year used
5    to calculate the Budget Year allocation of primary State
6    aid.
7        "Base Tax Year's Extension" means the product of the
8    equalized assessed valuation utilized by the county clerk
9    in the Base Tax Year multiplied by the limiting rate as
10    calculated by the county clerk and defined in PTELL.
11        "Bilingual Education Allocation" means the amount of
12    an Organizational Unit's final Adequacy Target
13    attributable to bilingual education divided by the
14    Organizational Unit's final Adequacy Target, the product
15    of which shall be multiplied by the amount of new funding
16    received pursuant to this Section. An Organizational
17    Unit's final Adequacy Target attributable to bilingual
18    education shall include all additional investments in
19    English learner students' adequacy elements.
20        "Budget Year" means the school year for which primary
21    State aid is calculated and awarded under this Section.
22        "Central office" means individual administrators and
23    support service personnel charged with managing the
24    instructional programs, business and operations, and
25    security of the Organizational Unit.
26        "Comparable Wage Index" or "CWI" means a regional cost



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1    differentiation metric that measures systemic, regional
2    variations in the salaries of college graduates who are not
3    educators. The CWI utilized for this Section shall, for the
4    first 3 years of Evidence-Based Funding implementation, be
5    the CWI initially developed by the National Center for
6    Education Statistics, as most recently updated by Texas A &
7    M University. In the fourth and subsequent years of
8    Evidence-Based Funding implementation, the State
9    Superintendent shall re-determine the CWI using a similar
10    methodology to that identified in the Texas A & M
11    University study, with adjustments made no less frequently
12    than once every 5 years.
13        "Computer technology and equipment" means computers
14    servers, notebooks, network equipment, copiers, printers,
15    instructional software, security software, curriculum
16    management courseware, and other similar materials and
17    equipment.
18        "Core subject" means mathematics; science; reading,
19    English, writing, and language arts; history and social
20    studies; world languages; and subjects taught as Advanced
21    Placement in high schools.
22        "Core teacher" means a regular classroom teacher in
23    elementary schools and teachers of a core subject in middle
24    and high schools.
25        "Core Intervention teacher (tutor)" means a licensed
26    teacher providing one-on-one or small group tutoring to



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



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



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



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1    research-based instruction or demonstrates the alignment
2    of instruction with curriculum standards and assessment
3    tools; develops or coordinates instructional programs or
4    strategies; develops and implements training; chooses
5    standards-based instructional materials; provides teachers
6    with an understanding of current research; serves as a
7    mentor, site coach, curriculum specialist, or lead
8    teacher; or otherwise works with fellow teachers, in
9    collaboration, to use data to improve instructional
10    practice or develop model lessons.
11        "Instructional materials" means relevant instructional
12    materials for student instruction, including, but not
13    limited to, textbooks, consumable workbooks, laboratory
14    equipment, library books, and other similar materials.
15        "Laboratory School" means a public school that is
16    created and operated by a public university and approved by
17    the State Board.
18        "Librarian" means a teacher with an endorsement as a
19    library information specialist or another individual whose
20    primary responsibility is overseeing library resources
21    within an Organizational Unit.
22        "Local Capacity" is defined in paragraph (1) of
23    subsection (c) of this Section.
24        "Local Capacity Percentage" is defined in subparagraph
25    (A) of paragraph (2) of subsection (c) of this Section.
26        "Local Capacity Ratio" is defined in subparagraph (B)



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1    of paragraph (2) of subsection (c) of this Section.
2        "Local Capacity Target" is defined in paragraph (2) of
3    subsection (c) of this Section.
4        "Low-Income Count" means, for an Organizational Unit
5    in a fiscal year, the higher of the average number of
6    students for the prior school year or the immediately
7    preceding 3 school years who, as of July 1 of the
8    immediately preceding fiscal year (as determined by the
9    Department of Human Services), are eligible for at least
10    one of the following low income programs: Medicaid, the
11    Children's Health Insurance Program, TANF, or the
12    Supplemental Nutrition Assistance Program, excluding
13    pupils who are eligible for services provided by the
14    Department of Children and Family Services. Until such time
15    that grade level low-income populations become available,
16    grade level low-income populations shall be determined by
17    applying the low-income percentage to total student
18    enrollments by grade level. The low-income percentage is
19    determined by dividing the Low-Income Count by the Average
20    Student Enrollment.
21        "Maintenance and operations" means custodial services,
22    facility and ground maintenance, facility operations,
23    facility security, routine facility repairs, and other
24    similar services and functions.
25        "Minimum Funding Level" is defined in paragraph (9) of
26    subsection (g) of this Section.



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



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



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



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



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



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1    of Section 18-8.05 of this Code.
2        "State Adequacy Level" is the sum of the Adequacy
3    Targets of all Organizational Units.
4        "State Board" means the State Board of Education.
5        "State Superintendent" means the State Superintendent
6    of Education.
7        "Statewide Weighted CWI" means a figure determined by
8    multiplying each Organizational Unit CWI times the ASE for
9    that Organizational Unit creating a weighted value,
10    summing all Organizational Unit's weighted values, and
11    dividing by the total ASE of all Organizational Units,
12    thereby creating an average weighted index.
13        "Student activities" means non-credit producing
14    after-school programs, including, but not limited to,
15    clubs, bands, sports, and other activities authorized by
16    the school board of the Organizational Unit.
17        "Substitute teacher" means an individual teacher or
18    teaching assistant who is employed by an Organizational
19    Unit and is temporarily serving the Organizational Unit on
20    a per diem or per period-assignment basis replacing another
21    staff member.
22        "Summer school" means academic and enrichment programs
23    provided to students during the summer months outside of
24    the regular school year.
25        "Supervisory aide" means a non-licensed staff member
26    who helps in supervising students of an Organizational



10000SB0444ham002- 21 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 22 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 23 -LRB100 04884 AXK 30289 a

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



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



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



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



10000SB0444ham002- 27 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 28 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 29 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 30 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 31 -LRB100 04884 AXK 30289 a

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



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



10000SB0444ham002- 33 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 34 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 35 -LRB100 04884 AXK 30289 a

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



10000SB0444ham002- 36 -LRB100 04884 AXK 30289 a

1        Local Capacity Ratio, where the variance is calculated
2        by squaring the difference between each unit's Local
3        Capacity Ratio and the weighted mean, then multiplying
4        the variance for each unit times the ASE for the unit
5        to create a weighted variance for each unit, then
6        summing all units' weighted variance and dividing by
7        the total ASE of all units.
8            (D) For any Organizational Unit, the
9        Organizational Unit's Adjusted Local Capacity Target
10        shall be reduced by either (i) the school board's
11        remaining contribution pursuant to paragraph (ii) of
12        subsection (b-4) of Section 16-158 of the Illinois
13        Pension Code in a given year, or (ii) the board of
14        education's remaining contribution pursuant to
15        paragraph (iv) of subsection (b) of Section 17-129 of
16        the Illinois Pension Code absent the employer normal
17        cost portion of the required contribution and amount
18        allowed pursuant to subdivision (3) of Section
19        17-142.1 of the Illinois Pension Code in a given year.
20        In the preceding sentence, item (i) shall be certified
21        to the State Board of Education by the Teachers'
22        Retirement System of the State of Illinois and item
23        (ii) shall be certified to the State Board of Education
24        by the Public School Teachers' Pension and Retirement
25        Fund of the City of Chicago.
26        (3) If an Organizational Unit's Real Receipts are more



10000SB0444ham002- 37 -LRB100 04884 AXK 30289 a

1    than its Local Capacity Target, then its Local Capacity
2    shall equal an Adjusted Local Capacity Target as calculated
3    in accordance with this paragraph (3). The Adjusted Local
4    Capacity Target is calculated as the sum of the
5    Organizational Unit's Local Capacity Target and its Real
6    Receipts Adjustment. The Real Receipts Adjustment equals
7    the Organizational Unit's Real Receipts less its Local
8    Capacity Target, with the resulting figure multiplied by
9    the Local Capacity Percentage.
10        As used in this paragraph (3), "Real Percent of
11    Adequacy" means the sum of an Organizational Unit's Real
12    Receipts, CPPRT, and Base Funding Minimum, with the
13    resulting figure divided by the Organizational Unit's
14    Adequacy Target.
15    (d) Calculation of Real Receipts, EAV, and Adjusted EAV for
16purposes of the Local Capacity calculation.
17        (1) An Organizational Unit's Real Receipts are the
18    product of its Applicable Tax Rate and its Adjusted EAV. An
19    Organizational Unit's Applicable Tax Rate is its Adjusted
20    Operating Tax Rate for property within the Organizational
21    Unit.
22        (2) The State Superintendent shall calculate the
23    Equalized Assessed Valuation, or EAV, of all taxable
24    property of each Organizational Unit as of September 30 of
25    the previous year in accordance with paragraph (3) of this
26    subsection (d). The State Superintendent shall then



10000SB0444ham002- 38 -LRB100 04884 AXK 30289 a

1    determine the Adjusted EAV of each Organizational Unit in
2    accordance with paragraph (4) of this subsection (d), which
3    Adjusted EAV figure shall be used for the purposes of
4    calculating Local Capacity.
5        (3) To calculate Real Receipts and EAV, the Department
6    of Revenue shall supply to the State Superintendent the
7    value as equalized or assessed by the Department of Revenue
8    of all taxable property of every Organizational Unit,
9    together with (i) the applicable tax rate used in extending
10    taxes for the funds of the Organizational Unit as of
11    September 30 of the previous year and (ii) the limiting
12    rate for all Organizational Units subject to property tax
13    extension limitations as imposed under PTELL.
14            (A) The Department of Revenue shall add to the
15        equalized assessed value of all taxable property of
16        each Organizational Unit situated entirely or
17        partially within a county that is or was subject to the
18        provisions of Section 15-176 or 15-177 of the Property
19        Tax Code (i) an amount equal to the total amount by
20        which the homestead exemption allowed under Section
21        15-176 or 15-177 of the Property Tax Code for real
22        property situated in that Organizational Unit exceeds
23        the total amount that would have been allowed in that
24        Organizational Unit if the maximum reduction under
25        Section 15-176 was (I) $4,500 in Cook County or $3,500
26        in all other counties in tax year 2003 or (II) $5,000



10000SB0444ham002- 39 -LRB100 04884 AXK 30289 a

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



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



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



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



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



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



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



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



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



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



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



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



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



10000SB0444ham002- 52 -LRB100 04884 AXK 30289 a

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



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



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



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



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



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



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



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



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



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



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



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



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



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1laws to general State aid funds or calculations under Section
218-8.05 of this Code shall be deemed to be references to
3evidence-based model formula funds or calculations under this
5(Source: P.A. 100-465, eff. 8-31-17.)
6    Section 99. Effective date. This Act takes effect upon
7becoming law.".