101ST GENERAL ASSEMBLY
State of Illinois
2019 and 2020
SB2096

 

Introduced 2/15/2019, by Sen. Andy Manar

 

SYNOPSIS AS INTRODUCED:
 
See Index

    Amends the School Code. With regard to the textbook block grant program, removes a provision requiring the State Board of Education to preapprove and designate textbooks authorized to be purchased under the program; makes a related change. With regard to special education classes for children from orphanages, foster family homes, children's homes, or State residential units, removes a provision requiring each school district claiming reimbursement for a program operated as a group program to have an approved budget on file with the State Board prior to the initiation of the program's operation; makes a related change and other changes regarding claims and reimbursements. With regard to the evidence-based funding formula, removes a provision requiring the State Superintendent of Education to certify the actual amounts of the New State Funds payable for each eligible Organizational Unit based on the equitable distribution calculation to the unit's treasurer and publish a yearly distribution schedule at its meeting in June. Provides that no publisher or retail dealer (rather than person) shall offer any school instructional materials for adoption, sale, or exchange in this State until it has complied with certain conditions; makes related changes. Makes other changes with regard to instructional materials.


LRB101 09856 AXK 54958 b

FISCAL NOTE ACT MAY APPLY
STATE MANDATES ACT MAY REQUIRE REIMBURSEMENT

 

 

A BILL FOR

 

SB2096LRB101 09856 AXK 54958 b

1    AN ACT concerning education.
 
2    Be it enacted by the People of the State of Illinois,
3represented in the General Assembly:
 
4    Section 5. The School Code is amended by changing Sections
52-3.155, 14-7.03, 18-3, 18-8.15, 28-1, 28-4, 28-7, 28-8, 28-9,
6and 28-21 as follows:
 
7    (105 ILCS 5/2-3.155)
8    Sec. 2-3.155. Textbook block grant program.
9    (a) The provisions of this Section are in the public
10interest, for the public benefit, and serve secular public
11purposes.
12    (b) As used in this Section, "textbook" means any book or
13book substitute that a pupil uses as a text or text substitute,
14including electronic textbooks. "Textbook" includes books,
15reusable workbooks, manuals, whether bound or in loose-leaf
16form, instructional computer software, and electronic
17textbooks and the technological equipment necessary to gain
18access to and use electronic textbooks intended as a principal
19source of study material for a given class or group of
20students. "Textbook" also includes science curriculum
21materials in a kit format that includes pre-packaged consumable
22materials if (i) it is shown that the materials serve as a
23textbook substitute, (ii) the materials are for use by the

 

 

SB2096- 2 -LRB101 09856 AXK 54958 b

1pupils as a principal learning source, (iii) each component of
2the materials is integrally necessary to teach the requirements
3of the intended course, (iv) the kit includes teacher guidance
4materials, and (v) the purchase of individual consumable
5materials is not allowed.
6    (c) Subject Beginning July 1, 2011, subject to annual
7appropriation by the General Assembly, the State Board of
8Education is authorized to provide annual funding to public
9school districts and State-recognized, non-public schools
10serving students in grades kindergarten through 12 for the
11purchase of selected textbooks. The textbooks authorized to be
12purchased under this Section are limited without exception to
13textbooks that have been preapproved and designated by the
14State Board of Education for use in any public school and that
15are secular, non-religious, and non-sectarian. The State Board
16of Education shall annually publish a list of the textbooks
17authorized to be purchased under this Section. Each public
18school district and State-recognized, non-public school shall,
19subject to appropriations for that purpose, receive a per pupil
20grant for the purchase of secular textbooks. The per pupil
21grant amount must be calculated by the State Board of Education
22utilizing the total appropriation made for these purposes
23divided by the most current student enrollment data available.
24    (d) The State Board of Education may adopt rules as
25necessary for the implementation of this Section and to ensure
26the religious neutrality of the textbook block grant program,

 

 

SB2096- 3 -LRB101 09856 AXK 54958 b

1as well as provide for the monitoring of all textbooks
2authorized in this Section to be purchased directly by
3State-recognized, nonpublic schools serving students in grades
4kindergarten through 12.
5(Source: P.A. 97-570, eff. 8-25-11; 97-813, eff. 7-13-12.)
 
6    (105 ILCS 5/14-7.03)  (from Ch. 122, par. 14-7.03)
7    Sec. 14-7.03. Special education classes Education Classes
8for children Children from orphanages Orphanages, foster
9family homes, children's homes Foster Family Homes, Children's
10Homes, or in State residential units Housing Units. If a school
11district maintains special education classes on the site of
12orphanages and children's homes, or if children from the
13orphanages, children's homes, foster family homes, other State
14agencies, or State residential units for children attend
15classes for children with disabilities in which the school
16district is a participating member of a joint agreement, or if
17the children from the orphanages, children's homes, foster
18family homes, other State agencies, or State residential units
19attend classes for the children with disabilities maintained by
20the school district, then reimbursement shall be paid to
21eligible districts in accordance with the provisions of this
22Section by the Comptroller as directed by the State
23Superintendent of Education.
24    The amount of tuition for such children shall be determined
25by the actual cost of maintaining such classes, using the per

 

 

SB2096- 4 -LRB101 09856 AXK 54958 b

1capita cost formula set forth in Section 14-7.01, such program
2and cost to be pre-approved by the State Superintendent of
3Education.
4    If a school district makes a claim for reimbursement under
5Section 18-3 or 18-4 of this Code Act it shall not include in
6any claim filed under this Section a claim for such children.
7Payments authorized by law, including State or federal grants
8for education of children included in this Section, shall be
9deducted in determining the tuition amount.
10    Nothing in this Code Act shall be construed so as to
11prohibit reimbursement for the tuition of children placed in
12for profit facilities. Private facilities shall provide
13adequate space at the facility for special education classes
14provided by a school district or joint agreement for children
15with disabilities who are residents of the facility at no cost
16to the school district or joint agreement upon request of the
17school district or joint agreement. If such a private facility
18provides space at no cost to the district or joint agreement
19for special education classes provided to children with
20disabilities who are residents of the facility, the district or
21joint agreement shall not include any costs for the use of
22those facilities in its claim for reimbursement.
23    Reimbursement for tuition may include the cost of providing
24summer school programs for children with severe and profound
25disabilities served under this Section. Claims for that
26reimbursement shall be filed by November 1 and shall be paid on

 

 

SB2096- 5 -LRB101 09856 AXK 54958 b

1or before December 15 from appropriations made for the purposes
2of this Section.
3    The State Board of Education shall establish such rules and
4regulations as may be necessary to implement the provisions of
5this Section.
6    Claims filed on behalf of programs operated under this
7Section housed in an orphanage, children's home, private
8facility, State residential unit, district or joint agreement
9site, a jail, detention center, or county-owned shelter care
10facility shall be on an individual student basis only for
11eligible students with disabilities. These claims shall be in
12accordance with applicable rules.
13    Each district claiming reimbursement for a program
14operated as a group program shall have an approved budget on
15file with the State Board of Education prior to the initiation
16of the program's operation. On September 30, December 31, and
17March 31, the State Board of Education shall voucher payments
18to group programs based upon the approved budget during the
19year of operation. Final claims for group payments shall be
20filed on or before July 15. Final claims for group programs
21received at the State Board of Education on or before June 15
22shall be vouchered by June 30. Final claims received at the
23State Board of Education between June 16 and July 15 shall be
24vouchered by August 30. Claims for group programs received
25after July 15 shall not be honored.
26    Each district claiming reimbursement for individual

 

 

SB2096- 6 -LRB101 09856 AXK 54958 b

1students shall have the eligibility of those students verified
2by the State Board of Education. On September 30, December 31,
3and March 31, the State Board of Education shall voucher
4payments for individual students based upon an estimated cost
5calculated from the prior year's claim. Final claims for
6individual students for the regular school term must be
7received at the State Board of Education by June July 15.
8Claims for individual students received after June July 15
9shall not be honored. Claims received by June 15 may be amended
10until August 1. Final claims for individual students shall be
11vouchered by August 31 30. However, notwithstanding any other
12provisions of this Section or this Code, if the amount
13appropriated for any fiscal year is less than the amount
14required for purposes of this Section, the amount required to
15eliminate any insufficient reimbursement for each district
16claim under this Section shall be reimbursed on August 31 of
17the next fiscal year. Payments required to eliminate any
18insufficiency for prior fiscal year claims shall be made before
19any claims are paid for the current fiscal year.
20    Reimbursement shall be made based upon approved group
21programs or individual students. The State Superintendent of
22Education shall direct the Comptroller to pay a specified
23amount to the district by the 30th day of September, December,
24March, June, or August, respectively. However, notwithstanding
25any other provisions of this Section or the School Code,
26beginning with fiscal year 1994 and each fiscal year

 

 

SB2096- 7 -LRB101 09856 AXK 54958 b

1thereafter, if the amount appropriated for any fiscal year is
2less than the amount required for purposes of this Section, the
3amount required to eliminate any insufficient reimbursement
4for each district claim under this Section shall be reimbursed
5on August 30 of the next fiscal year. Payments required to
6eliminate any insufficiency for prior fiscal year claims shall
7be made before any claims are paid for the current fiscal year.
8    The claim of a school district otherwise eligible to be
9reimbursed in accordance with Section 14-12.01 for the 1976-77
10school year but for this amendatory Act of 1977 shall not be
11paid unless the district ceases to maintain such classes for
12one entire school year.
13    If a school district's current reimbursement payment for
14the 1977-78 school year only is less than the prior year's
15reimbursement payment owed, the district shall be paid the
16amount of the difference between the payments in addition to
17the current reimbursement payment, and the amount so paid shall
18be subtracted from the amount of prior year's reimbursement
19payment owed to the district.
20    Regional superintendents may operate special education
21classes for children from orphanages, foster family homes,
22children's homes, or State residential housing units located
23within the educational services region upon consent of the
24school board otherwise so obligated. In electing to assume the
25powers and duties of a school district in providing and
26maintaining such a special education program, the regional

 

 

SB2096- 8 -LRB101 09856 AXK 54958 b

1superintendent may enter into joint agreements with other
2districts and may contract with public or private schools or
3the orphanage, foster family home, children's home, or State
4residential housing unit for provision of the special education
5program. The regional superintendent exercising the powers
6granted under this Section shall be reimbursed for the actual
7cost of providing such programs by the resident district as
8defined in Section 14-1.11a claim the reimbursement authorized
9by this Section directly from the State Board of Education.
10    Any child who is not a resident of Illinois who is placed
11in a child welfare institution, private facility, foster family
12home, State operated program, orphanage, or children's home
13shall have the payment for his educational tuition and any
14related services assured by the placing agent.
15    For each student with a disability who is placed in a
16residential facility by an Illinois public agency or by any
17court in this State, the costs for educating the student are
18eligible for reimbursement under this Section.
19    The district of residence of the student with a disability
20as defined in Section 14-1.11a is responsible for the actual
21costs of the student's special education program and is
22eligible for reimbursement under this Section when placement is
23made by a State agency or the courts.
24    When a dispute arises over the determination of the
25district of residence under this Section, the district or
26districts may appeal the decision in writing to the State

 

 

SB2096- 9 -LRB101 09856 AXK 54958 b

1Superintendent of Education, who, upon review of materials
2submitted and any other items or information he or she may
3request for submission, shall issue a written decision on the
4matter. The decision of the State Superintendent of Education
5shall be final.
6    In the event a district does not make a tuition payment to
7another district that is providing the special education
8program and services, the State Board of Education shall
9immediately withhold 125% of the then remaining annual tuition
10cost from the State aid or categorical aid payment due to the
11school district that is determined to be the resident school
12district. All funds withheld by the State Board of Education
13shall immediately be forwarded to the school district where the
14student is being served.
15    When a child eligible for services under this Section
1614-7.03 must be placed in a nonpublic facility, that facility
17shall meet the programmatic requirements of Section 14-7.02 and
18its regulations, and the educational services shall be funded
19only in accordance with this Section 14-7.03.
20(Source: P.A. 98-739, eff. 7-16-14; 99-143, eff. 7-27-15.)
 
21    (105 ILCS 5/18-3)  (from Ch. 122, par. 18-3)
22    Sec. 18-3. Tuition of children from orphanages and
23children's homes. When the children from any home for orphans,
24dependent, abandoned or maladjusted children maintained by any
25organization or association admitting to such home children

 

 

SB2096- 10 -LRB101 09856 AXK 54958 b

1from the State in general or when children residing in a school
2district wherein the State of Illinois maintains and operates
3any welfare or penal institution on property owned by the State
4of Illinois, which contains houses, housing units or housing
5accommodations within a school district, attend grades
6kindergarten through 12 of the public schools maintained by
7that school district, the State Superintendent of Education
8shall direct the State Comptroller to pay a specified amount
9sufficient to pay the annual tuition cost of such children who
10attended such public schools during the regular school year
11ending on June 30. The Comptroller shall pay the amount after
12receipt of a voucher submitted by the State Superintendent of
13Education.
14    The amount of the tuition for such children attending the
15public schools of the district shall be determined by the State
16Superintendent of Education by multiplying the number of such
17children in average daily attendance in such schools by 1.2
18times the total annual per capita cost of administering the
19schools of the district. Such total annual per capita cost
20shall be determined by totaling all expenses of the school
21district in the educational, operations and maintenance, bond
22and interest, transportation, Illinois municipal retirement,
23and rent funds for the school year preceding the filing of such
24tuition claims less expenditures not applicable to the regular
25K-12 program, less offsetting revenues from State sources
26except those from the common school fund, less offsetting

 

 

SB2096- 11 -LRB101 09856 AXK 54958 b

1revenues from federal sources except those from federal
2impaction aid, less student and community service revenues,
3plus a depreciation allowance; and dividing such total by the
4average daily attendance for the year.
5    Annually on or before June July 15 the superintendent of
6the district shall certify to the State Superintendent of
7Education the following:
8        1. The name of the home and of the organization or
9    association maintaining it; or the legal description of the
10    real estate upon which the house, housing units, or housing
11    accommodations are located and that no taxes or service
12    charges or other payments authorized by law to be made in
13    lieu of taxes were collected therefrom or on account
14    thereof during either of the calendar years included in the
15    school year for which claim is being made;
16        2. The number of children from the home or living in
17    such houses, housing units or housing accommodations and
18    attending the schools of the district;
19        3. The total number of children attending the schools
20    of the district;
21        4. The per capita tuition charge of the district; and
22        5. The computed amount of the tuition payment claimed
23    as due.
24    Whenever the persons in charge of such home for orphans,
25dependent, abandoned or maladjusted children have received
26from the parent or guardian of any such child or by virtue of

 

 

SB2096- 12 -LRB101 09856 AXK 54958 b

1an order of court a specific allowance for educating such
2child, such persons shall pay to the school board in the
3district where the child attends school such amount of the
4allowance as is necessary to pay the tuition required by such
5district for the education of the child. If the allowance is
6insufficient to pay the tuition in full the State
7Superintendent of Education shall direct the Comptroller to pay
8to the district the difference between the total tuition
9charged and the amount of the allowance.
10    Whenever the facilities of a school district in which such
11house, housing units or housing accommodations are located, are
12limited, pupils may be assigned by that district to the schools
13of any adjacent district to the limit of the facilities of the
14adjacent district to properly educate such pupils as shall be
15determined by the school board of the adjacent district, and
16the State Superintendent of Education shall direct the
17Comptroller to pay a specified amount sufficient to pay the
18annual tuition of the children so assigned to and attending
19public schools in the adjacent districts and the Comptroller
20shall draw his warrant upon the State Treasurer for the payment
21of such amount for the benefit of the adjacent school districts
22in the same manner as for districts in which the houses,
23housing units or housing accommodations are located.
24    The school district shall certify to the State
25Superintendent of Education the report of claims due for such
26tuition payments on or before July 15. The State Superintendent

 

 

SB2096- 13 -LRB101 09856 AXK 54958 b

1of Education shall direct the Comptroller to pay to the
2district, on or before August 15, the amount due the district
3for the school year in accordance with the calculation of the
4claim as set forth in this Section.
5    Summer session costs shall be reimbursed based on the
6actual expenditures for providing these services. On or before
7November 1 of each year, the superintendent of each eligible
8school district shall certify to the State Superintendent of
9Education the claim of the district for the summer session
10following the regular school year just ended. The State
11Superintendent of Education shall transmit to the Comptroller
12no later than December 15th of each year vouchers for payment
13of amounts due to school districts for summer session.
14    Claims for tuition for children from any home for orphans
15or dependent, abandoned, or maladjusted children beginning
16with the 1993-1994 school year shall be paid on a current year
17basis. On September 30, December 31, and March 31, the State
18Board of Education shall voucher payments for districts with
19those students based on an estimated cost calculated from the
20prior year's claim. The school district shall certify to the
21State Superintendent of Education the report of claims due for
22such tuition payments on or before June 15. Claims received by
23June 15 may be amended until August 1. The State Superintendent
24of Education shall direct the State Comptroller to pay to the
25district, on or before August 31, the amount due for the
26district for the school year in accordance with the calculation

 

 

SB2096- 14 -LRB101 09856 AXK 54958 b

1of the claim as set forth in this Section. Final claims for
2those students for the regular school term must be received at
3the State Board of Education by July 15 following the end of
4the regular school year. Final claims for those students shall
5be vouchered by August 30. During fiscal year 1994 both the
61992-1993 school year and the 1993-1994 school year shall be
7paid in order to change the cycle of payment from a
8reimbursement basis to a current year funding basis of payment.
9However, notwithstanding any other provisions of this Section
10or the School Code, beginning with fiscal year 1994 and each
11fiscal year thereafter, if the amount appropriated for any
12fiscal year is less than the amount required for purposes of
13this Section, the amount required to eliminate any insufficient
14reimbursement for each district claim under this Section shall
15be reimbursed on August 31 30 of the next fiscal year. Payments
16required to eliminate any insufficiency for prior fiscal year
17claims shall be made before any claims are paid for the current
18fiscal year.
19    If a school district makes a claim for reimbursement under
20Section 14-7.03 it shall not include in any claim filed under
21this Section children residing on the property of State
22institutions included in its claim under Section 14-7.03.
23    Any child who is not a resident of Illinois who is placed
24in a child welfare institution, private facility, State
25operated program, orphanage or children's home shall have the
26payment for his educational tuition and any related services

 

 

SB2096- 15 -LRB101 09856 AXK 54958 b

1assured by the placing agent.
2    In order to provide services appropriate to allow a student
3under the legal guardianship or custodianship of the State to
4participate in local school district educational programs,
5costs may be incurred in appropriate cases by the district that
6are in excess of 1.2 times the district per capita tuition
7charge allowed under the provisions of this Section. In the
8event such excess costs are incurred, they must be documented
9in accordance with cost rules established under the authority
10of this Section and may then be claimed for reimbursement under
11this Section.
12    Planned services for students eligible for this funding
13must be a collaborative effort between the appropriate State
14agency or the student's group home or institution and the local
15school district.
16(Source: P.A. 96-734, eff. 8-25-09; 97-256, eff. 1-1-12.)
 
17    (105 ILCS 5/18-8.15)
18    Sec. 18-8.15. Evidence-based funding for student success
19for the 2017-2018 and subsequent school years.
20    (a) General provisions.
21        (1) The purpose of this Section is to ensure that, by
22    June 30, 2027 and beyond, this State has a kindergarten
23    through grade 12 public education system with the capacity
24    to ensure the educational development of all persons to the
25    limits of their capacities in accordance with Section 1 of

 

 

SB2096- 16 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 17 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 18 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 19 -LRB101 09856 AXK 54958 b

1    net adjustments for prior years for regular, vocational, or
2    special education transportation reimbursement pursuant to
3    Section 29-5 or subsection (b) of Section 14-13.01 of this
4    Code divided by the Adjusted EAV. If an Organizational
5    Unit's corresponding fiscal year State of Illinois
6    scheduled payments excluding net adjustments for prior
7    years for regular, vocational, or special education
8    transportation reimbursement pursuant to Section 29-5 or
9    subsection (b) of Section 14-13.01 of this Code exceed the
10    total transportation expenses, as defined in this
11    paragraph, no transportation rate shall be subtracted from
12    the Operating Tax Rate.
13        "Allocation Rate" is defined in paragraph (3) of
14    subsection (g) of this Section.
15        "Alternative School" means a public school that is
16    created and operated by a regional superintendent of
17    schools and approved by the State Board.
18        "Applicable Tax Rate" is defined in paragraph (1) of
19    subsection (d) of this Section.
20        "Assessment" means any of those benchmark, progress
21    monitoring, formative, diagnostic, and other assessments,
22    in addition to the State accountability assessment, that
23    assist teachers' needs in understanding the skills and
24    meeting the needs of the students they serve.
25        "Assistant principal" means a school administrator
26    duly endorsed to be employed as an assistant principal in

 

 

SB2096- 20 -LRB101 09856 AXK 54958 b

1    this State.
2        "At-risk student" means a student who is at risk of not
3    meeting the Illinois Learning Standards or not graduating
4    from elementary or high school and who demonstrates a need
5    for vocational support or social services beyond that
6    provided by the regular school program. All students
7    included in an Organizational Unit's Low-Income Count, as
8    well as all English learner and disabled students attending
9    the Organizational Unit, shall be considered at-risk
10    students under this Section.
11        "Average Student Enrollment" or "ASE" for fiscal year
12    2018 means, for an Organizational Unit, the greater of the
13    average number of students (grades K through 12) reported
14    to the State Board as enrolled in the Organizational Unit
15    on October 1 in the immediately preceding school year, plus
16    the pre-kindergarten students who receive special
17    education services of 2 or more hours a day as reported to
18    the State Board on December 1 in the immediately preceding
19    school year, or the average number of students (grades K
20    through 12) reported to the State Board as enrolled in the
21    Organizational Unit on October 1, plus the
22    pre-kindergarten students who receive special education
23    services of 2 or more hours a day as reported to the State
24    Board on December 1, for each of the immediately preceding
25    3 school years. For fiscal year 2019 and each subsequent
26    fiscal year, "Average Student Enrollment" or "ASE" means,

 

 

SB2096- 21 -LRB101 09856 AXK 54958 b

1    for an Organizational Unit, the greater of the average
2    number of students (grades K through 12) reported to the
3    State Board as enrolled in the Organizational Unit on
4    October 1 and March 1 in the immediately preceding school
5    year, plus the pre-kindergarten students who receive
6    special education services as reported to the State Board
7    on October 1 and March 1 in the immediately preceding
8    school year, or the average number of students (grades K
9    through 12) reported to the State Board as enrolled in the
10    Organizational Unit on October 1 and March 1, plus the
11    pre-kindergarten students who receive special education
12    services as reported to the State Board on October 1 and
13    March 1, for each of the immediately preceding 3 school
14    years. For the purposes of this definition, "enrolled in
15    the Organizational Unit" means the number of students
16    reported to the State Board who are enrolled in schools
17    within the Organizational Unit that the student attends or
18    would attend if not placed or transferred to another school
19    or program to receive needed services. For the purposes of
20    calculating "ASE", all students, grades K through 12,
21    excluding those attending kindergarten for a half day,
22    shall be counted as 1.0. All students attending
23    kindergarten for a half day shall be counted as 0.5, unless
24    in 2017 by June 15 or by March 1 in subsequent years, the
25    school district reports to the State Board of Education the
26    intent to implement full-day kindergarten district-wide

 

 

SB2096- 22 -LRB101 09856 AXK 54958 b

1    for all students, then all students attending kindergarten
2    shall be counted as 1.0. Special education
3    pre-kindergarten students shall be counted as 0.5 each. If
4    the State Board does not collect or has not collected both
5    an October 1 and March 1 enrollment count by grade or a
6    December 1 collection of special education
7    pre-kindergarten students as of the effective date of this
8    amendatory Act of the 100th General Assembly, it shall
9    establish such collection for all future years. For any
10    year where a count by grade level was collected only once,
11    that count shall be used as the single count available for
12    computing a 3-year average ASE. School districts shall
13    submit the data for the ASE calculation to the State Board
14    within 45 days of the dates required in this Section for
15    submission of enrollment data in order for it to be
16    included in the ASE calculation. For fiscal year 2018 only,
17    the ASE calculation shall include only enrollment taken on
18    October 1.
19        "Base Funding Guarantee" is defined in paragraph (10)
20    of subsection (g) of this Section.
21        "Base Funding Minimum" is defined in subsection (e) of
22    this Section.
23        "Base Tax Year" means the property tax levy year used
24    to calculate the Budget Year allocation of primary State
25    aid.
26        "Base Tax Year's Extension" means the product of the

 

 

SB2096- 23 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 24 -LRB101 09856 AXK 54958 b

1    Evidence-Based Funding implementation, the State
2    Superintendent shall re-determine the CWI using a similar
3    methodology to that identified in the Texas A & M
4    University study, with adjustments made no less frequently
5    than once every 5 years.
6        "Computer technology and equipment" means computers
7    servers, notebooks, network equipment, copiers, printers,
8    instructional software, security software, curriculum
9    management courseware, and other similar materials and
10    equipment.
11        "Computer technology and equipment investment
12    allocation" means the final Adequacy Target amount of an
13    Organizational Unit assigned to Tier 1 or Tier 2 in the
14    prior school year attributable to the additional $285.50
15    per student computer technology and equipment investment
16    grant divided by the Organizational Unit's final Adequacy
17    Target, the result of which shall be multiplied by the
18    amount of new funding received pursuant to this Section. An
19    Organizational Unit assigned to a Tier 1 or Tier 2 final
20    Adequacy Target attributable to the received computer
21    technology and equipment investment grant shall include
22    all additional investments in computer technology and
23    equipment adequacy elements.
24        "Core subject" means mathematics; science; reading,
25    English, writing, and language arts; history and social
26    studies; world languages; and subjects taught as Advanced

 

 

SB2096- 25 -LRB101 09856 AXK 54958 b

1    Placement in high schools.
2        "Core teacher" means a regular classroom teacher in
3    elementary schools and teachers of a core subject in middle
4    and high schools.
5        "Core Intervention teacher (tutor)" means a licensed
6    teacher providing one-on-one or small group tutoring to
7    students struggling to meet proficiency in core subjects.
8        "CPPRT" means corporate personal property replacement
9    tax funds paid to an Organizational Unit during the
10    calendar year one year before the calendar year in which a
11    school year begins, pursuant to "An Act in relation to the
12    abolition of ad valorem personal property tax and the
13    replacement of revenues lost thereby, and amending and
14    repealing certain Acts and parts of Acts in connection
15    therewith", certified August 14, 1979, as amended (Public
16    Act 81-1st S.S.-1).
17        "EAV" means equalized assessed valuation as defined in
18    paragraph (2) of subsection (d) of this Section and
19    calculated in accordance with paragraph (3) of subsection
20    (d) of this Section.
21        "ECI" means the Bureau of Labor Statistics' national
22    employment cost index for civilian workers in educational
23    services in elementary and secondary schools on a
24    cumulative basis for the 12-month calendar year preceding
25    the fiscal year of the Evidence-Based Funding calculation.
26        "EIS Data" means the employment information system

 

 

SB2096- 26 -LRB101 09856 AXK 54958 b

1    data maintained by the State Board on educators within
2    Organizational Units.
3        "Employee benefits" means health, dental, and vision
4    insurance offered to employees of an Organizational Unit,
5    the costs associated with statutorily required payment of
6    the normal cost of the Organizational Unit's teacher
7    pensions, Social Security employer contributions, and
8    Illinois Municipal Retirement Fund employer contributions.
9        "English learner" or "EL" means a child included in the
10    definition of "English learners" under Section 14C-2 of
11    this Code participating in a program of transitional
12    bilingual education or a transitional program of
13    instruction meeting the requirements and program
14    application procedures of Article 14C of this Code. For the
15    purposes of collecting the number of EL students enrolled,
16    the same collection and calculation methodology as defined
17    above for "ASE" shall apply to English learners, with the
18    exception that EL student enrollment shall include
19    students in grades pre-kindergarten through 12.
20        "Essential Elements" means those elements, resources,
21    and educational programs that have been identified through
22    academic research as necessary to improve student success,
23    improve academic performance, close achievement gaps, and
24    provide for other per student costs related to the delivery
25    and leadership of the Organizational Unit, as well as the
26    maintenance and operations of the unit, and which are

 

 

SB2096- 27 -LRB101 09856 AXK 54958 b

1    specified in paragraph (2) of subsection (b) of this
2    Section.
3        "Evidence-Based Funding" means State funding provided
4    to an Organizational Unit pursuant to this Section.
5        "Extended day" means academic and enrichment programs
6    provided to students outside the regular school day before
7    and after school or during non-instructional times during
8    the school day.
9        "Extension Limitation Ratio" means a numerical ratio
10    in which the numerator is the Base Tax Year's Extension and
11    the denominator is the Preceding Tax Year's Extension.
12        "Final Percent of Adequacy" is defined in paragraph (4)
13    of subsection (f) of this Section.
14        "Final Resources" is defined in paragraph (3) of
15    subsection (f) of this Section.
16        "Full-time equivalent" or "FTE" means the full-time
17    equivalency compensation for staffing the relevant
18    position at an Organizational Unit.
19        "Funding Gap" is defined in paragraph (1) of subsection
20    (g).
21        "Guidance counselor" means a licensed guidance
22    counselor who provides guidance and counseling support for
23    students within an Organizational Unit.
24        "Hybrid District" means a partial elementary unit
25    district created pursuant to Article 11E of this Code.
26        "Instructional assistant" means a core or special

 

 

SB2096- 28 -LRB101 09856 AXK 54958 b

1    education, non-licensed employee who assists a teacher in
2    the classroom and provides academic support to students.
3        "Instructional facilitator" means a qualified teacher
4    or licensed teacher leader who facilitates and coaches
5    continuous improvement in classroom instruction; provides
6    instructional support to teachers in the elements of
7    research-based instruction or demonstrates the alignment
8    of instruction with curriculum standards and assessment
9    tools; develops or coordinates instructional programs or
10    strategies; develops and implements training; chooses
11    standards-based instructional materials; provides teachers
12    with an understanding of current research; serves as a
13    mentor, site coach, curriculum specialist, or lead
14    teacher; or otherwise works with fellow teachers, in
15    collaboration, to use data to improve instructional
16    practice or develop model lessons.
17        "Instructional materials" means relevant instructional
18    materials for student instruction, including, but not
19    limited to, textbooks, consumable workbooks, laboratory
20    equipment, library books, and other similar materials.
21        "Laboratory School" means a public school that is
22    created and operated by a public university and approved by
23    the State Board.
24        "Librarian" means a teacher with an endorsement as a
25    library information specialist or another individual whose
26    primary responsibility is overseeing library resources

 

 

SB2096- 29 -LRB101 09856 AXK 54958 b

1    within an Organizational Unit.
2        "Limiting rate for Hybrid Districts" means the
3    combined elementary school and high school limited rates.
4        "Local Capacity" is defined in paragraph (1) of
5    subsection (c) of this Section.
6        "Local Capacity Percentage" is defined in subparagraph
7    (A) of paragraph (2) of subsection (c) of this Section.
8        "Local Capacity Ratio" is defined in subparagraph (B)
9    of paragraph (2) of subsection (c) of this Section.
10        "Local Capacity Target" is defined in paragraph (2) of
11    subsection (c) of this Section.
12        "Low-Income Count" means, for an Organizational Unit
13    in a fiscal year, the higher of the average number of
14    students for the prior school year or the immediately
15    preceding 3 school years who, as of July 1 of the
16    immediately preceding fiscal year (as determined by the
17    Department of Human Services), are eligible for at least
18    one of the following low income programs: Medicaid, the
19    Children's Health Insurance Program, TANF, or the
20    Supplemental Nutrition Assistance Program, excluding
21    pupils who are eligible for services provided by the
22    Department of Children and Family Services. Until such time
23    that grade level low-income populations become available,
24    grade level low-income populations shall be determined by
25    applying the low-income percentage to total student
26    enrollments by grade level. The low-income percentage is

 

 

SB2096- 30 -LRB101 09856 AXK 54958 b

1    determined by dividing the Low-Income Count by the Average
2    Student Enrollment.
3        "Maintenance and operations" means custodial services,
4    facility and ground maintenance, facility operations,
5    facility security, routine facility repairs, and other
6    similar services and functions.
7        "Minimum Funding Level" is defined in paragraph (9) of
8    subsection (g) of this Section.
9        "New Property Tax Relief Pool Funds" means, for any
10    given fiscal year, all State funds appropriated under
11    Section 2-3.170 of the School Code.
12        "New State Funds" means, for a given school year, all
13    State funds appropriated for Evidence-Based Funding in
14    excess of the amount needed to fund the Base Funding
15    Minimum for all Organizational Units in that school year.
16        "Net State Contribution Target" means, for a given
17    school year, the amount of State funds that would be
18    necessary to fully meet the Adequacy Target of an
19    Operational Unit minus the Preliminary Resources available
20    to each unit.
21        "Nurse" means an individual licensed as a certified
22    school nurse, in accordance with the rules established for
23    nursing services by the State Board, who is an employee of
24    and is available to provide health care-related services
25    for students of an Organizational Unit.
26        "Operating Tax Rate" means the rate utilized in the

 

 

SB2096- 31 -LRB101 09856 AXK 54958 b

1    previous year to extend property taxes for all purposes,
2    except, Bond and Interest, Summer School, Rent, Capital
3    Improvement, and Vocational Education Building purposes.
4    For Hybrid Districts, the Operating Tax Rate shall be the
5    combined elementary and high school rates utilized in the
6    previous year to extend property taxes for all purposes,
7    except, Bond and Interest, Summer School, Rent, Capital
8    Improvement, and Vocational Education Building purposes.
9        "Organizational Unit" means a Laboratory School or any
10    public school district that is recognized as such by the
11    State Board and that contains elementary schools typically
12    serving kindergarten through 5th grades, middle schools
13    typically serving 6th through 8th grades, or high schools
14    typically serving 9th through 12th grades. The General
15    Assembly acknowledges that the actual grade levels served
16    by a particular Organizational Unit may vary slightly from
17    what is typical.
18        "Organizational Unit CWI" is determined by calculating
19    the CWI in the region and original county in which an
20    Organizational Unit's primary administrative office is
21    located as set forth in this paragraph, provided that if
22    the Organizational Unit CWI as calculated in accordance
23    with this paragraph is less than 0.9, the Organizational
24    Unit CWI shall be increased to 0.9. Each county's current
25    CWI value shall be adjusted based on the CWI value of that
26    county's neighboring Illinois counties, to create a

 

 

SB2096- 32 -LRB101 09856 AXK 54958 b

1    "weighted adjusted index value". This shall be calculated
2    by summing the CWI values of all of a county's adjacent
3    Illinois counties and dividing by the number of adjacent
4    Illinois counties, then taking the weighted value of the
5    original county's CWI value and the adjacent Illinois
6    county average. To calculate this weighted value, if the
7    number of adjacent Illinois counties is greater than 2, the
8    original county's CWI value will be weighted at 0.25 and
9    the adjacent Illinois county average will be weighted at
10    0.75. If the number of adjacent Illinois counties is 2, the
11    original county's CWI value will be weighted at 0.33 and
12    the adjacent Illinois county average will be weighted at
13    0.66. The greater of the county's current CWI value and its
14    weighted adjusted index value shall be used as the
15    Organizational Unit CWI.
16        "Preceding Tax Year" means the property tax levy year
17    immediately preceding the Base Tax Year.
18        "Preceding Tax Year's Extension" means the product of
19    the equalized assessed valuation utilized by the county
20    clerk in the Preceding Tax Year multiplied by the Operating
21    Tax Rate.
22        "Preliminary Percent of Adequacy" is defined in
23    paragraph (2) of subsection (f) of this Section.
24        "Preliminary Resources" is defined in paragraph (2) of
25    subsection (f) of this Section.
26        "Principal" means a school administrator duly endorsed

 

 

SB2096- 33 -LRB101 09856 AXK 54958 b

1    to be employed as a principal in this State.
2        "Professional development" means training programs for
3    licensed staff in schools, including, but not limited to,
4    programs that assist in implementing new curriculum
5    programs, provide data focused or academic assessment data
6    training to help staff identify a student's weaknesses and
7    strengths, target interventions, improve instruction,
8    encompass instructional strategies for English learner,
9    gifted, or at-risk students, address inclusivity, cultural
10    sensitivity, or implicit bias, or otherwise provide
11    professional support for licensed staff.
12        "Prototypical" means 450 special education
13    pre-kindergarten and kindergarten through grade 5 students
14    for an elementary school, 450 grade 6 through 8 students
15    for a middle school, and 600 grade 9 through 12 students
16    for a high school.
17        "PTELL" means the Property Tax Extension Limitation
18    Law.
19        "PTELL EAV" is defined in paragraph (4) of subsection
20    (d) of this Section.
21        "Pupil support staff" means a nurse, psychologist,
22    social worker, family liaison personnel, or other staff
23    member who provides support to at-risk or struggling
24    students.
25        "Real Receipts" is defined in paragraph (1) of
26    subsection (d) of this Section.

 

 

SB2096- 34 -LRB101 09856 AXK 54958 b

1        "Regionalization Factor" means, for a particular
2    Organizational Unit, the figure derived by dividing the
3    Organizational Unit CWI by the Statewide Weighted CWI.
4        "School site staff" means the primary school secretary
5    and any additional clerical personnel assigned to a school.
6        "Special education" means special educational
7    facilities and services, as defined in Section 14-1.08 of
8    this Code.
9        "Special Education Allocation" means the amount of an
10    Organizational Unit's final Adequacy Target attributable
11    to special education divided by the Organizational Unit's
12    final Adequacy Target, the product of which shall be
13    multiplied by the amount of new funding received pursuant
14    to this Section. An Organizational Unit's final Adequacy
15    Target attributable to special education shall include all
16    special education investment adequacy elements.
17        "Specialist teacher" means a teacher who provides
18    instruction in subject areas not included in core subjects,
19    including, but not limited to, art, music, physical
20    education, health, driver education, career-technical
21    education, and such other subject areas as may be mandated
22    by State law or provided by an Organizational Unit.
23        "Specially Funded Unit" means an Alternative School,
24    safe school, Department of Juvenile Justice school,
25    special education cooperative or entity recognized by the
26    State Board as a special education cooperative,

 

 

SB2096- 35 -LRB101 09856 AXK 54958 b

1    State-approved charter school, or alternative learning
2    opportunities program that received direct funding from
3    the State Board during the 2016-2017 school year through
4    any of the funding sources included within the calculation
5    of the Base Funding Minimum or Glenwood Academy.
6        "Supplemental Grant Funding" means supplemental
7    general State aid funding received by an Organization Unit
8    during the 2016-2017 school year pursuant to subsection (H)
9    of Section 18-8.05 of this Code (now repealed).
10        "State Adequacy Level" is the sum of the Adequacy
11    Targets of all Organizational Units.
12        "State Board" means the State Board of Education.
13        "State Superintendent" means the State Superintendent
14    of Education.
15        "Statewide Weighted CWI" means a figure determined by
16    multiplying each Organizational Unit CWI times the ASE for
17    that Organizational Unit creating a weighted value,
18    summing all Organizational Unit's weighted values, and
19    dividing by the total ASE of all Organizational Units,
20    thereby creating an average weighted index.
21        "Student activities" means non-credit producing
22    after-school programs, including, but not limited to,
23    clubs, bands, sports, and other activities authorized by
24    the school board of the Organizational Unit.
25        "Substitute teacher" means an individual teacher or
26    teaching assistant who is employed by an Organizational

 

 

SB2096- 36 -LRB101 09856 AXK 54958 b

1    Unit and is temporarily serving the Organizational Unit on
2    a per diem or per period-assignment basis replacing another
3    staff member.
4        "Summer school" means academic and enrichment programs
5    provided to students during the summer months outside of
6    the regular school year.
7        "Supervisory aide" means a non-licensed staff member
8    who helps in supervising students of an Organizational
9    Unit, but does so outside of the classroom, in situations
10    such as, but not limited to, monitoring hallways and
11    playgrounds, supervising lunchrooms, or supervising
12    students when being transported in buses serving the
13    Organizational Unit.
14        "Target Ratio" is defined in paragraph (4) of
15    subsection (g).
16        "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
17    in paragraph (3) of subsection (g).
18        "Tier 1 Aggregate Funding", "Tier 2 Aggregate
19    Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
20    Funding" are defined in paragraph (1) of subsection (g).
21    (b) Adequacy Target calculation.
22        (1) Each Organizational Unit's Adequacy Target is the
23    sum of the Organizational Unit's cost of providing
24    Essential Elements, as calculated in accordance with this
25    subsection (b), with the salary amounts in the Essential
26    Elements multiplied by a Regionalization Factor calculated

 

 

SB2096- 37 -LRB101 09856 AXK 54958 b

1    pursuant to paragraph (3) of this subsection (b).
2        (2) The Essential Elements are attributable on a pro
3    rata basis related to defined subgroups of the ASE of each
4    Organizational Unit as specified in this paragraph (2),
5    with investments and FTE positions pro rata funded based on
6    ASE counts in excess or less than the thresholds set forth
7    in this paragraph (2). The method for calculating
8    attributable pro rata costs and the defined subgroups
9    thereto are as follows:
10            (A) Core class size investments. Each
11        Organizational Unit shall receive the funding required
12        to support that number of FTE core teacher positions as
13        is needed to keep the respective class sizes of the
14        Organizational Unit to the following maximum numbers:
15                (i) For grades kindergarten through 3, the
16            Organizational Unit shall receive funding required
17            to support one FTE core teacher position for every
18            15 Low-Income Count students in those grades and
19            one FTE core teacher position for every 20
20            non-Low-Income Count students in those grades.
21                (ii) For grades 4 through 12, the
22            Organizational Unit shall receive funding required
23            to support one FTE core teacher position for every
24            20 Low-Income Count students in those grades and
25            one FTE core teacher position for every 25
26            non-Low-Income Count students in those grades.

 

 

SB2096- 38 -LRB101 09856 AXK 54958 b

1            The number of non-Low-Income Count students in a
2        grade shall be determined by subtracting the
3        Low-Income students in that grade from the ASE of the
4        Organizational Unit for that grade.
5            (B) Specialist teacher investments. Each
6        Organizational Unit shall receive the funding needed
7        to cover that number of FTE specialist teacher
8        positions that correspond to the following
9        percentages:
10                (i) if the Organizational Unit operates an
11            elementary or middle school, then 20.00% of the
12            number of the Organizational Unit's core teachers,
13            as determined under subparagraph (A) of this
14            paragraph (2); and
15                (ii) if such Organizational Unit operates a
16            high school, then 33.33% of the number of the
17            Organizational Unit's core teachers.
18            (C) Instructional facilitator investments. Each
19        Organizational Unit shall receive the funding needed
20        to cover one FTE instructional facilitator position
21        for every 200 combined ASE of pre-kindergarten
22        children with disabilities and all kindergarten
23        through grade 12 students of the Organizational Unit.
24            (D) Core intervention teacher (tutor) investments.
25        Each Organizational Unit shall receive the funding
26        needed to cover one FTE teacher position for each

 

 

SB2096- 39 -LRB101 09856 AXK 54958 b

1        prototypical elementary, middle, and high school.
2            (E) Substitute teacher investments. Each
3        Organizational Unit shall receive the funding needed
4        to cover substitute teacher costs that is equal to
5        5.70% of the minimum pupil attendance days required
6        under Section 10-19 of this Code for all full-time
7        equivalent core, specialist, and intervention
8        teachers, school nurses, special education teachers
9        and instructional assistants, instructional
10        facilitators, and summer school and extended-day
11        teacher positions, as determined under this paragraph
12        (2), at a salary rate of 33.33% of the average salary
13        for grade K through 12 teachers and 33.33% of the
14        average salary of each instructional assistant
15        position.
16            (F) Core guidance counselor investments. Each
17        Organizational Unit shall receive the funding needed
18        to cover one FTE guidance counselor for each 450
19        combined ASE of pre-kindergarten children with
20        disabilities and all kindergarten through grade 5
21        students, plus one FTE guidance counselor for each 250
22        grades 6 through 8 ASE middle school students, plus one
23        FTE guidance counselor for each 250 grades 9 through 12
24        ASE high school students.
25            (G) Nurse investments. Each Organizational Unit
26        shall receive the funding needed to cover one FTE nurse

 

 

SB2096- 40 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 41 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 42 -LRB101 09856 AXK 54958 b

1            (P) Assessment investments. Each Organizational
2        Unit shall receive $25 per student of the combined ASE
3        of pre-kindergarten children with disabilities and all
4        kindergarten through grade 12 students student to
5        cover assessment costs.
6            (Q) Computer technology and equipment investments.
7        Each Organizational Unit shall receive $285.50 per
8        student of the combined ASE of pre-kindergarten
9        children with disabilities and all kindergarten
10        through grade 12 students to cover computer technology
11        and equipment costs. For the 2018-2019 school year and
12        subsequent school years, Organizational Units assigned
13        to Tier 1 and Tier 2 in the prior school year shall
14        receive an additional $285.50 per student of the
15        combined ASE of pre-kindergarten children with
16        disabilities and all kindergarten through grade 12
17        students to cover computer technology and equipment
18        costs in the Organization Unit's Adequacy Target. The
19        State Board may establish additional requirements for
20        Organizational Unit expenditures of funds received
21        pursuant to this subparagraph (Q), including a
22        requirement that funds received pursuant to this
23        subparagraph (Q) may be used only for serving the
24        technology needs of the district. It is the intent of
25        this amendatory Act of the 100th General Assembly that
26        all Tier 1 and Tier 2 districts receive the addition to

 

 

SB2096- 43 -LRB101 09856 AXK 54958 b

1        their Adequacy Target in the following year, subject to
2        compliance with the requirements of the State Board.
3            (R) Student activities investments. Each
4        Organizational Unit shall receive the following
5        funding amounts to cover student activities: $100 per
6        kindergarten through grade 5 ASE student in elementary
7        school, plus $200 per ASE student in middle school,
8        plus $675 per ASE student in high school.
9            (S) Maintenance and operations investments. Each
10        Organizational Unit shall receive $1,038 per student
11        of the combined ASE of pre-kindergarten children with
12        disabilities and all kindergarten through grade 12 for
13        day-to-day maintenance and operations expenditures,
14        including salary, supplies, and materials, as well as
15        purchased services, but excluding employee benefits.
16        The proportion of salary for the application of a
17        Regionalization Factor and the calculation of benefits
18        is equal to $352.92.
19            (T) Central office investments. Each
20        Organizational Unit shall receive $742 per student of
21        the combined ASE of pre-kindergarten children with
22        disabilities and all kindergarten through grade 12
23        students to cover central office operations, including
24        administrators and classified personnel charged with
25        managing the instructional programs, business and
26        operations of the school district, and security

 

 

SB2096- 44 -LRB101 09856 AXK 54958 b

1        personnel. The proportion of salary for the
2        application of a Regionalization Factor and the
3        calculation of benefits is equal to $368.48.
4            (U) Employee benefit investments. Each
5        Organizational Unit shall receive 30% of the total of
6        all salary-calculated elements of the Adequacy Target,
7        excluding substitute teachers and student activities
8        investments, to cover benefit costs. For central
9        office and maintenance and operations investments, the
10        benefit calculation shall be based upon the salary
11        proportion of each investment. If at any time the
12        responsibility for funding the employer normal cost of
13        teacher pensions is assigned to school districts, then
14        that amount certified by the Teachers' Retirement
15        System of the State of Illinois to be paid by the
16        Organizational Unit for the preceding school year
17        shall be added to the benefit investment. For any
18        fiscal year in which a school district organized under
19        Article 34 of this Code is responsible for paying the
20        employer normal cost of teacher pensions, then that
21        amount of its employer normal cost plus the amount for
22        retiree health insurance as certified by the Public
23        School Teachers' Pension and Retirement Fund of
24        Chicago to be paid by the school district for the
25        preceding school year that is statutorily required to
26        cover employer normal costs and the amount for retiree

 

 

SB2096- 45 -LRB101 09856 AXK 54958 b

1        health insurance shall be added to the 30% specified in
2        this subparagraph (U). The Teachers' Retirement System
3        of the State of Illinois and the Public School
4        Teachers' Pension and Retirement Fund of Chicago shall
5        submit such information as the State Superintendent
6        may require for the calculations set forth in this
7        subparagraph (U).
8            (V) Additional investments in low-income students.
9        In addition to and not in lieu of all other funding
10        under this paragraph (2), each Organizational Unit
11        shall receive funding based on the average teacher
12        salary for grades K through 12 to cover the costs of:
13                (i) one FTE intervention teacher (tutor)
14            position for every 125 Low-Income Count students;
15                (ii) one FTE pupil support staff position for
16            every 125 Low-Income Count students;
17                (iii) one FTE extended day teacher position
18            for every 120 Low-Income Count students; and
19                (iv) one FTE summer school teacher position
20            for every 120 Low-Income Count students.
21            (W) Additional investments in English learner
22        students. In addition to and not in lieu of all other
23        funding under this paragraph (2), each Organizational
24        Unit shall receive funding based on the average teacher
25        salary for grades K through 12 to cover the costs of:
26                (i) one FTE intervention teacher (tutor)

 

 

SB2096- 46 -LRB101 09856 AXK 54958 b

1            position for every 125 English learner students;
2                (ii) one FTE pupil support staff position for
3            every 125 English learner students;
4                (iii) one FTE extended day teacher position
5            for every 120 English learner students;
6                (iv) one FTE summer school teacher position
7            for every 120 English learner students; and
8                (v) one FTE core teacher position for every 100
9            English learner students.
10            (X) Special education investments. Each
11        Organizational Unit shall receive funding based on the
12        average teacher salary for grades K through 12 to cover
13        special education as follows:
14                (i) one FTE teacher position for every 141
15            combined ASE of pre-kindergarten children with
16            disabilities and all kindergarten through grade 12
17            students;
18                (ii) one FTE instructional assistant for every
19            141 combined ASE of pre-kindergarten children with
20            disabilities and all kindergarten through grade 12
21            students; and
22                (iii) one FTE psychologist position for every
23            1,000 combined ASE of pre-kindergarten children
24            with disabilities and all kindergarten through
25            grade 12 students.
26        (3) For calculating the salaries included within the

 

 

SB2096- 47 -LRB101 09856 AXK 54958 b

1    Essential Elements, the State Superintendent shall
2    annually calculate average salaries to the nearest dollar
3    using the employment information system data maintained by
4    the State Board, limited to public schools only and
5    excluding special education and vocational cooperatives,
6    schools operated by the Department of Juvenile Justice, and
7    charter schools, for the following positions:
8            (A) Teacher for grades K through 8.
9            (B) Teacher for grades 9 through 12.
10            (C) Teacher for grades K through 12.
11            (D) Guidance counselor for grades K through 8.
12            (E) Guidance counselor for grades 9 through 12.
13            (F) Guidance counselor for grades K through 12.
14            (G) Social worker.
15            (H) Psychologist.
16            (I) Librarian.
17            (J) Nurse.
18            (K) Principal.
19            (L) Assistant principal.
20        For the purposes of this paragraph (3), "teacher"
21    includes core teachers, specialist and elective teachers,
22    instructional facilitators, tutors, special education
23    teachers, pupil support staff teachers, English learner
24    teachers, extended-day teachers, and summer school
25    teachers. Where specific grade data is not required for the
26    Essential Elements, the average salary for corresponding

 

 

SB2096- 48 -LRB101 09856 AXK 54958 b

1    positions shall apply. For substitute teachers, the
2    average teacher salary for grades K through 12 shall apply.
3        For calculating the salaries included within the
4    Essential Elements for positions not included within EIS
5    Data, the following salaries shall be used in the first
6    year of implementation of Evidence-Based Funding:
7            (i) school site staff, $30,000; and
8            (ii) non-instructional assistant, instructional
9        assistant, library aide, library media tech, or
10        supervisory aide: $25,000.
11        In the second and subsequent years of implementation of
12    Evidence-Based Funding, the amounts in items (i) and (ii)
13    of this paragraph (3) shall annually increase by the ECI.
14        The salary amounts for the Essential Elements
15    determined pursuant to subparagraphs (A) through (L), (S)
16    and (T), and (V) through (X) of paragraph (2) of subsection
17    (b) of this Section shall be multiplied by a
18    Regionalization Factor.
19    (c) Local capacity calculation.
20        (1) Each Organizational Unit's Local Capacity
21    represents an amount of funding it is assumed to contribute
22    toward its Adequacy Target for purposes of the
23    Evidence-Based Funding formula calculation. "Local
24    Capacity" means either (i) the Organizational Unit's Local
25    Capacity Target as calculated in accordance with paragraph
26    (2) of this subsection (c) if its Real Receipts are equal

 

 

SB2096- 49 -LRB101 09856 AXK 54958 b

1    to or less than its Local Capacity Target or (ii) the
2    Organizational Unit's Adjusted Local Capacity, as
3    calculated in accordance with paragraph (3) of this
4    subsection (c) if Real Receipts are more than its Local
5    Capacity Target.
6        (2) "Local Capacity Target" means, for an
7    Organizational Unit, that dollar amount that is obtained by
8    multiplying its Adequacy Target by its Local Capacity
9    Ratio.
10            (A) An Organizational Unit's Local Capacity
11        Percentage is the conversion of the Organizational
12        Unit's Local Capacity Ratio, as such ratio is
13        determined in accordance with subparagraph (B) of this
14        paragraph (2), into a cumulative distribution
15        resulting in a percentile ranking to determine each
16        Organizational Unit's relative position to all other
17        Organizational Units in this State. The calculation of
18        Local Capacity Percentage is described in subparagraph
19        (C) of this paragraph (2).
20            (B) An Organizational Unit's Local Capacity Ratio
21        in a given year is the percentage obtained by dividing
22        its Adjusted EAV or PTELL EAV, whichever is less, by
23        its Adequacy Target, with the resulting ratio further
24        adjusted as follows:
25                (i) for Organizational Units serving grades
26            kindergarten through 12 and Hybrid Districts, no

 

 

SB2096- 50 -LRB101 09856 AXK 54958 b

1            further adjustments shall be made;
2                (ii) for Organizational Units serving grades
3            kindergarten through 8, the ratio shall be
4            multiplied by 9/13;
5                (iii) for Organizational Units serving grades
6            9 through 12, the Local Capacity Ratio shall be
7            multiplied by 4/13; and
8                (iv) for an Organizational Unit with a
9            different grade configuration than those specified
10            in items (i) through (iii) of this subparagraph
11            (B), the State Superintendent shall determine a
12            comparable adjustment based on the grades served.
13            (C) The Local Capacity Percentage is equal to the
14        percentile ranking of the district. Local Capacity
15        Percentage converts each Organizational Unit's Local
16        Capacity Ratio to a cumulative distribution resulting
17        in a percentile ranking to determine each
18        Organizational Unit's relative position to all other
19        Organizational Units in this State. The Local Capacity
20        Percentage cumulative distribution resulting in a
21        percentile ranking for each Organizational Unit shall
22        be calculated using the standard normal distribution
23        of the score in relation to the weighted mean and
24        weighted standard deviation and Local Capacity Ratios
25        of all Organizational Units. If the value assigned to
26        any Organizational Unit is in excess of 90%, the value

 

 

SB2096- 51 -LRB101 09856 AXK 54958 b

1        shall be adjusted to 90%. For Laboratory Schools, the
2        Local Capacity Percentage shall be set at 10% in
3        recognition of the absence of EAV and resources from
4        the public university that are allocated to the
5        Laboratory School. The weighted mean for the Local
6        Capacity Percentage shall be determined by multiplying
7        each Organizational Unit's Local Capacity Ratio times
8        the ASE for the unit creating a weighted value, summing
9        the weighted values of all Organizational Units, and
10        dividing by the total ASE of all Organizational Units.
11        The weighted standard deviation shall be determined by
12        taking the square root of the weighted variance of all
13        Organizational Units' Local Capacity Ratio, where the
14        variance is calculated by squaring the difference
15        between each unit's Local Capacity Ratio and the
16        weighted mean, then multiplying the variance for each
17        unit times the ASE for the unit to create a weighted
18        variance for each unit, then summing all units'
19        weighted variance and dividing by the total ASE of all
20        units.
21            (D) For any Organizational Unit, the
22        Organizational Unit's Adjusted Local Capacity Target
23        shall be reduced by either (i) the school board's
24        remaining contribution pursuant to paragraph (ii) of
25        subsection (b-4) of Section 16-158 of the Illinois
26        Pension Code in a given year, or (ii) the board of

 

 

SB2096- 52 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 53 -LRB101 09856 AXK 54958 b

1    Adequacy Target.
2    (d) Calculation of Real Receipts, EAV, and Adjusted EAV for
3purposes of the Local Capacity calculation.
4        (1) An Organizational Unit's Real Receipts are the
5    product of its Applicable Tax Rate and its Adjusted EAV. An
6    Organizational Unit's Applicable Tax Rate is its Adjusted
7    Operating Tax Rate for property within the Organizational
8    Unit.
9        (2) The State Superintendent shall calculate the
10    Equalized Assessed Valuation, or EAV, of all taxable
11    property of each Organizational Unit as of September 30 of
12    the previous year in accordance with paragraph (3) of this
13    subsection (d). The State Superintendent shall then
14    determine the Adjusted EAV of each Organizational Unit in
15    accordance with paragraph (4) of this subsection (d), which
16    Adjusted EAV figure shall be used for the purposes of
17    calculating Local Capacity.
18        (3) To calculate Real Receipts and EAV, the Department
19    of Revenue shall supply to the State Superintendent the
20    value as equalized or assessed by the Department of Revenue
21    of all taxable property of every Organizational Unit,
22    together with (i) the applicable tax rate used in extending
23    taxes for the funds of the Organizational Unit as of
24    September 30 of the previous year and (ii) the limiting
25    rate for all Organizational Units subject to property tax
26    extension limitations as imposed under PTELL.

 

 

SB2096- 54 -LRB101 09856 AXK 54958 b

1            (A) The Department of Revenue shall add to the
2        equalized assessed value of all taxable property of
3        each Organizational Unit situated entirely or
4        partially within a county that is or was subject to the
5        provisions of Section 15-176 or 15-177 of the Property
6        Tax Code (i) an amount equal to the total amount by
7        which the homestead exemption allowed under Section
8        15-176 or 15-177 of the Property Tax Code for real
9        property situated in that Organizational Unit exceeds
10        the total amount that would have been allowed in that
11        Organizational Unit if the maximum reduction under
12        Section 15-176 was (I) $4,500 in Cook County or $3,500
13        in all other counties in tax year 2003 or (II) $5,000
14        in all counties in tax year 2004 and thereafter and
15        (ii) an amount equal to the aggregate amount for the
16        taxable year of all additional exemptions under
17        Section 15-175 of the Property Tax Code for owners with
18        a household income of $30,000 or less. The county clerk
19        of any county that is or was subject to the provisions
20        of Section 15-176 or 15-177 of the Property Tax Code
21        shall annually calculate and certify to the Department
22        of Revenue for each Organizational Unit all homestead
23        exemption amounts under Section 15-176 or 15-177 of the
24        Property Tax Code and all amounts of additional
25        exemptions under Section 15-175 of the Property Tax
26        Code for owners with a household income of $30,000 or

 

 

SB2096- 55 -LRB101 09856 AXK 54958 b

1        less. It is the intent of this subparagraph (A) that if
2        the general homestead exemption for a parcel of
3        property is determined under Section 15-176 or 15-177
4        of the Property Tax Code rather than Section 15-175,
5        then the calculation of EAV shall not be affected by
6        the difference, if any, between the amount of the
7        general homestead exemption allowed for that parcel of
8        property under Section 15-176 or 15-177 of the Property
9        Tax Code and the amount that would have been allowed
10        had the general homestead exemption for that parcel of
11        property been determined under Section 15-175 of the
12        Property Tax Code. It is further the intent of this
13        subparagraph (A) that if additional exemptions are
14        allowed under Section 15-175 of the Property Tax Code
15        for owners with a household income of less than
16        $30,000, then the calculation of EAV shall not be
17        affected by the difference, if any, because of those
18        additional exemptions.
19            (B) With respect to any part of an Organizational
20        Unit within a redevelopment project area in respect to
21        which a municipality has adopted tax increment
22        allocation financing pursuant to the Tax Increment
23        Allocation Redevelopment Act, Division 74.4 of Article
24        11 of the Illinois Municipal Code, or the Industrial
25        Jobs Recovery Law, Division 74.6 of Article 11 of the
26        Illinois Municipal Code, no part of the current EAV of

 

 

SB2096- 56 -LRB101 09856 AXK 54958 b

1        real property located in any such project area which is
2        attributable to an increase above the total initial EAV
3        of such property shall be used as part of the EAV of
4        the Organizational Unit, until such time as all
5        redevelopment project costs have been paid, as
6        provided in Section 11-74.4-8 of the Tax Increment
7        Allocation Redevelopment Act or in Section 11-74.6-35
8        of the Industrial Jobs Recovery Law. For the purpose of
9        the EAV of the Organizational Unit, the total initial
10        EAV or the current EAV, whichever is lower, shall be
11        used until such time as all redevelopment project costs
12        have been paid.
13            (B-5) The real property equalized assessed
14        valuation for a school district shall be adjusted by
15        subtracting from the real property value, as equalized
16        or assessed by the Department of Revenue, for the
17        district an amount computed by dividing the amount of
18        any abatement of taxes under Section 18-170 of the
19        Property Tax Code by 3.00% for a district maintaining
20        grades kindergarten through 12, by 2.30% for a district
21        maintaining grades kindergarten through 8, or by 1.05%
22        for a district maintaining grades 9 through 12 and
23        adjusted by an amount computed by dividing the amount
24        of any abatement of taxes under subsection (a) of
25        Section 18-165 of the Property Tax Code by the same
26        percentage rates for district type as specified in this

 

 

SB2096- 57 -LRB101 09856 AXK 54958 b

1        subparagraph (B-5).
2            (C) For Organizational Units that are Hybrid
3        Districts, the State Superintendent shall use the
4        lesser of the adjusted equalized assessed valuation
5        for property within the partial elementary unit
6        district for elementary purposes, as defined in
7        Article 11E of this Code, or the adjusted equalized
8        assessed valuation for property within the partial
9        elementary unit district for high school purposes, as
10        defined in Article 11E of this Code.
11        (4) An Organizational Unit's Adjusted EAV shall be the
12    average of its EAV over the immediately preceding 3 years
13    or its EAV in the immediately preceding year if the EAV in
14    the immediately preceding year has declined by 10% or more
15    compared to the 3-year average. In the event of
16    Organizational Unit reorganization, consolidation, or
17    annexation, the Organizational Unit's Adjusted EAV for the
18    first 3 years after such change shall be as follows: the
19    most current EAV shall be used in the first year, the
20    average of a 2-year EAV or its EAV in the immediately
21    preceding year if the EAV declines by 10% or more compared
22    to the 2-year average for the second year, and a 3-year
23    average EAV or its EAV in the immediately preceding year if
24    the adjusted EAV declines by 10% or more compared to the
25    3-year average for the third year. For any school district
26    whose EAV in the immediately preceding year is used in

 

 

SB2096- 58 -LRB101 09856 AXK 54958 b

1    calculations, in the following year, the Adjusted EAV shall
2    be the average of its EAV over the immediately preceding 2
3    years or the immediately preceding year if that year
4    represents a decline of 10% or more compared to the 2-year
5    average.
6        "PTELL EAV" means a figure calculated by the State
7    Board for Organizational Units subject to PTELL as
8    described in this paragraph (4) for the purposes of
9    calculating an Organizational Unit's Local Capacity Ratio.
10    Except as otherwise provided in this paragraph (4), the
11    PTELL EAV of an Organizational Unit shall be equal to the
12    product of the equalized assessed valuation last used in
13    the calculation of general State aid under Section 18-8.05
14    of this Code (now repealed) or Evidence-Based Funding under
15    this Section and the Organizational Unit's Extension
16    Limitation Ratio. If an Organizational Unit has approved or
17    does approve an increase in its limiting rate, pursuant to
18    Section 18-190 of the Property Tax Code, affecting the Base
19    Tax Year, the PTELL EAV shall be equal to the product of
20    the equalized assessed valuation last used in the
21    calculation of general State aid under Section 18-8.05 of
22    this Code (now repealed) or Evidence-Based Funding under
23    this Section multiplied by an amount equal to one plus the
24    percentage increase, if any, in the Consumer Price Index
25    for All Urban Consumers for all items published by the
26    United States Department of Labor for the 12-month calendar

 

 

SB2096- 59 -LRB101 09856 AXK 54958 b

1    year preceding the Base Tax Year, plus the equalized
2    assessed valuation of new property, annexed property, and
3    recovered tax increment value and minus the equalized
4    assessed valuation of disconnected property.
5        As used in this paragraph (4), "new property" and
6    "recovered tax increment value" shall have the meanings set
7    forth in the Property Tax Extension Limitation Law.
8    (e) Base Funding Minimum calculation.
9        (1) For the 2017-2018 school year, the Base Funding
10    Minimum of an Organizational Unit or a Specially Funded
11    Unit shall be the amount of State funds distributed to the
12    Organizational Unit or Specially Funded Unit during the
13    2016-2017 school year prior to any adjustments and
14    specified appropriation amounts described in this
15    paragraph (1) from the following Sections, as calculated by
16    the State Superintendent: Section 18-8.05 of this Code (now
17    repealed); Section 5 of Article 224 of Public Act 99-524
18    (equity grants); Section 14-7.02b of this Code (funding for
19    children requiring special education services); Section
20    14-13.01 of this Code (special education facilities and
21    staffing), except for reimbursement of the cost of
22    transportation pursuant to Section 14-13.01; Section
23    14C-12 of this Code (English learners); and Section 18-4.3
24    of this Code (summer school), based on an appropriation
25    level of $13,121,600. For a school district organized under
26    Article 34 of this Code, the Base Funding Minimum also

 

 

SB2096- 60 -LRB101 09856 AXK 54958 b

1    includes (i) the funds allocated to the school district
2    pursuant to Section 1D-1 of this Code attributable to
3    funding programs authorized by the Sections of this Code
4    listed in the preceding sentence; and (ii) the difference
5    between (I) the funds allocated to the school district
6    pursuant to Section 1D-1 of this Code attributable to the
7    funding programs authorized by Section 14-7.02 (non-public
8    special education reimbursement), subsection (b) of
9    Section 14-13.01 (special education transportation),
10    Section 29-5 (transportation), Section 2-3.80
11    (agricultural education), Section 2-3.66 (truants'
12    alternative education), Section 2-3.62 (educational
13    service centers), and Section 14-7.03 (special education -
14    orphanage) of this Code and Section 15 of the Childhood
15    Hunger Relief Act (free breakfast program) and (II) the
16    school district's actual expenditures for its non-public
17    special education, special education transportation,
18    transportation programs, agricultural education, truants'
19    alternative education, services that would otherwise be
20    performed by a regional office of education, special
21    education orphanage expenditures, and free breakfast, as
22    most recently calculated and reported pursuant to
23    subsection (f) of Section 1D-1 of this Code. The Base
24    Funding Minimum for Glenwood Academy shall be $625,500.
25        (2) For the 2018-2019 and subsequent school years, the
26    Base Funding Minimum of Organizational Units and Specially

 

 

SB2096- 61 -LRB101 09856 AXK 54958 b

1    Funded Units shall be the sum of (i) the amount of
2    Evidence-Based Funding for the prior school year, (ii) the
3    Base Funding Minimum for the prior school year, and (iii)
4    any amount received by a school district pursuant to
5    Section 7 of Article 97 of Public Act 100-21.
6    (f) Percent of Adequacy and Final Resources calculation.
7        (1) The Evidence-Based Funding formula establishes a
8    Percent of Adequacy for each Organizational Unit in order
9    to place such units into tiers for the purposes of the
10    funding distribution system described in subsection (g) of
11    this Section. Initially, an Organizational Unit's
12    Preliminary Resources and Preliminary Percent of Adequacy
13    are calculated pursuant to paragraph (2) of this subsection
14    (f). Then, an Organizational Unit's Final Resources and
15    Final Percent of Adequacy are calculated to account for the
16    Organizational Unit's poverty concentration levels
17    pursuant to paragraphs (3) and (4) of this subsection (f).
18        (2) An Organizational Unit's Preliminary Resources are
19    equal to the sum of its Local Capacity Target, CPPRT, and
20    Base Funding Minimum. An Organizational Unit's Preliminary
21    Percent of Adequacy is the lesser of (i) its Preliminary
22    Resources divided by its Adequacy Target or (ii) 100%.
23        (3) Except for Specially Funded Units, an
24    Organizational Unit's Final Resources are equal the sum of
25    its Local Capacity, CPPRT, and Adjusted Base Funding
26    Minimum. The Base Funding Minimum of each Specially Funded

 

 

SB2096- 62 -LRB101 09856 AXK 54958 b

1    Unit shall serve as its Final Resources, except that the
2    Base Funding Minimum for State-approved charter schools
3    shall not include any portion of general State aid
4    allocated in the prior year based on the per capita tuition
5    charge times the charter school enrollment.
6        (4) An Organizational Unit's Final Percent of Adequacy
7    is its Final Resources divided by its Adequacy Target. An
8    Organizational Unit's Adjusted Base Funding Minimum is
9    equal to its Base Funding Minimum less its Supplemental
10    Grant Funding, with the resulting figure added to the
11    product of its Supplemental Grant Funding and Preliminary
12    Percent of Adequacy.
13    (g) Evidence-Based Funding formula distribution system.
14        (1) In each school year under the Evidence-Based
15    Funding formula, each Organizational Unit receives funding
16    equal to the sum of its Base Funding Minimum and the unit's
17    allocation of New State Funds determined pursuant to this
18    subsection (g). To allocate New State Funds, the
19    Evidence-Based Funding formula distribution system first
20    places all Organizational Units into one of 4 tiers in
21    accordance with paragraph (3) of this subsection (g), based
22    on the Organizational Unit's Final Percent of Adequacy. New
23    State Funds are allocated to each of the 4 tiers as
24    follows: Tier 1 Aggregate Funding equals 50% of all New
25    State Funds, Tier 2 Aggregate Funding equals 49% of all New
26    State Funds, Tier 3 Aggregate Funding equals 0.9% of all

 

 

SB2096- 63 -LRB101 09856 AXK 54958 b

1    New State Funds, and Tier 4 Aggregate Funding equals 0.1%
2    of all New State Funds. Each Organizational Unit within
3    Tier 1 or Tier 2 receives an allocation of New State Funds
4    equal to its tier Funding Gap, as defined in the following
5    sentence, multiplied by the tier's Allocation Rate
6    determined pursuant to paragraph (4) of this subsection
7    (g). For Tier 1, an Organizational Unit's Funding Gap
8    equals the tier's Target Ratio, as specified in paragraph
9    (5) of this subsection (g), multiplied by the
10    Organizational Unit's Adequacy Target, with the resulting
11    amount reduced by the Organizational Unit's Final
12    Resources. For Tier 2, an Organizational Unit's Funding Gap
13    equals the tier's Target Ratio, as described in paragraph
14    (5) of this subsection (g), multiplied by the
15    Organizational Unit's Adequacy Target, with the resulting
16    amount reduced by the Organizational Unit's Final
17    Resources and its Tier 1 funding allocation. To determine
18    the Organizational Unit's Funding Gap, the resulting
19    amount is then multiplied by a factor equal to one minus
20    the Organizational Unit's Local Capacity Target
21    percentage. Each Organizational Unit within Tier 3 or Tier
22    4 receives an allocation of New State Funds equal to the
23    product of its Adequacy Target and the tier's Allocation
24    Rate, as specified in paragraph (4) of this subsection (g).
25        (2) To ensure equitable distribution of dollars for all
26    Tier 2 Organizational Units, no Tier 2 Organizational Unit

 

 

SB2096- 64 -LRB101 09856 AXK 54958 b

1    shall receive fewer dollars per ASE than any Tier 3
2    Organizational Unit. Each Tier 2 and Tier 3 Organizational
3    Unit shall have its funding allocation divided by its ASE.
4    Any Tier 2 Organizational Unit with a funding allocation
5    per ASE below the greatest Tier 3 allocation per ASE shall
6    get a funding allocation equal to the greatest Tier 3
7    funding allocation per ASE multiplied by the
8    Organizational Unit's ASE. Each Tier 2 Organizational
9    Unit's Tier 2 funding allocation shall be multiplied by the
10    percentage calculated by dividing the original Tier 2
11    Aggregate Funding by the sum of all Tier 2 Organizational
12    Unit's Tier 2 funding allocation after adjusting
13    districts' funding below Tier 3 levels.
14        (3) Organizational Units are placed into one of 4 tiers
15    as follows:
16            (A) Tier 1 consists of all Organizational Units,
17        except for Specially Funded Units, with a Percent of
18        Adequacy less than the Tier 1 Target Ratio. The Tier 1
19        Target Ratio is the ratio level that allows for Tier 1
20        Aggregate Funding to be distributed, with the Tier 1
21        Allocation Rate determined pursuant to paragraph (4)
22        of this subsection (g).
23            (B) Tier 2 consists of all Tier 1 Units and all
24        other Organizational Units, except for Specially
25        Funded Units, with a Percent of Adequacy of less than
26        0.90.

 

 

SB2096- 65 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 66 -LRB101 09856 AXK 54958 b

1        with the Tier 1 Allocation Rate.
2            (B) The Tier 2 Target Ratio is 0.90.
3            (C) The Tier 3 Target Ratio is 1.0.
4        (6) If, at any point, the Tier 1 Target Ratio is
5    greater than 90%, than all Tier 1 funding shall be
6    allocated to Tier 2 and no Tier 1 Organizational Unit's
7    funding may be identified.
8        (7) In the event that all Tier 2 Organizational Units
9    receive funding at the Tier 2 Target Ratio level, any
10    remaining New State Funds shall be allocated to Tier 3 and
11    Tier 4 Organizational Units.
12        (8) If any Specially Funded Units, excluding Glenwood
13    Academy, recognized by the State Board do not qualify for
14    direct funding following the implementation of this
15    amendatory Act of the 100th General Assembly from any of
16    the funding sources included within the definition of Base
17    Funding Minimum, the unqualified portion of the Base
18    Funding Minimum shall be transferred to one or more
19    appropriate Organizational Units as determined by the
20    State Superintendent based on the prior year ASE of the
21    Organizational Units.
22        (8.5) If a school district withdraws from a special
23    education cooperative, the portion of the Base Funding
24    Minimum that is attributable to the school district may be
25    redistributed to the school district upon withdrawal. The
26    school district and the cooperative must include the amount

 

 

SB2096- 67 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 68 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 69 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 70 -LRB101 09856 AXK 54958 b

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

 

 

SB2096- 71 -LRB101 09856 AXK 54958 b

1    additional $285.50 per student computer technology and
2    equipment investment grant to their Adequacy Target
3    pursuant to the unit's Base Funding Minimum, Special
4    Education Allocation, Bilingual Education Allocation, and
5    computer technology and equipment investment allocation.
6        (5) Moneys distributed under this Section shall be
7    calculated on a school year basis, but paid on a fiscal
8    year basis, with payments beginning in August and extending
9    through June. Unless otherwise provided, the moneys
10    appropriated for each fiscal year shall be distributed in
11    22 equal payments at least 2 times monthly to each
12    Organizational Unit. The State Board shall publish a yearly
13    distribution schedule at its meeting in June. If moneys
14    appropriated for any fiscal year are distributed other than
15    monthly, the distribution shall be on the same basis for
16    each Organizational Unit.
17        (6) Any school district that fails, for any given
18    school year, to maintain school as required by law or to
19    maintain a recognized school is not eligible to receive
20    Evidence-Based Funding. In case of non-recognition of one
21    or more attendance centers in a school district otherwise
22    operating recognized schools, the claim of the district
23    shall be reduced in the proportion that the enrollment in
24    the attendance center or centers bears to the enrollment of
25    the school district. "Recognized school" means any public
26    school that meets the standards for recognition by the

 

 

SB2096- 72 -LRB101 09856 AXK 54958 b

1    State Board. A school district or attendance center not
2    having recognition status at the end of a school term is
3    entitled to receive State aid payments due upon a legal
4    claim that was filed while it was recognized.
5        (7) School district claims filed under this Section are
6    subject to Sections 18-9 and 18-12 of this Code, except as
7    otherwise provided in this Section.
8        (8) Each fiscal year, the State Superintendent shall
9    calculate for each Organizational Unit an amount of its
10    Base Funding Minimum and Evidence-Based Funding that shall
11    be deemed attributable to the provision of special
12    educational facilities and services, as defined in Section
13    14-1.08 of this Code, in a manner that ensures compliance
14    with maintenance of State financial support requirements
15    under the federal Individuals with Disabilities Education
16    Act. An Organizational Unit must use such funds only for
17    the provision of special educational facilities and
18    services, as defined in Section 14-1.08 of this Code, and
19    must comply with any expenditure verification procedures
20    adopted by the State Board.
21        (9) All Organizational Units in this State must submit
22    annual spending plans by the end of September of each year
23    to the State Board as part of the annual budget process,
24    which shall describe how each Organizational Unit will
25    utilize the Base Minimum Funding and Evidence-Based
26    funding it receives from this State under this Section with

 

 

SB2096- 73 -LRB101 09856 AXK 54958 b

1    specific identification of the intended utilization of
2    Low-Income, English learner, and special education
3    resources. Additionally, the annual spending plans of each
4    Organizational Unit shall describe how the Organizational
5    Unit expects to achieve student growth and how the
6    Organizational Unit will achieve State education goals, as
7    defined by the State Board. The State Superintendent may,
8    from time to time, identify additional requisites for
9    Organizational Units to satisfy when compiling the annual
10    spending plans required under this subsection (h). The
11    format and scope of annual spending plans shall be
12    developed by the State Superintendent in conjunction with
13    the Professional Review Panel. School districts that serve
14    students under Article 14C of this Code shall continue to
15    submit information as required under Section 14C-12 of this
16    Code.
17        (10) No later than January 1, 2018, the State
18    Superintendent shall develop a 5-year strategic plan for
19    all Organizational Units to help in planning for adequacy
20    funding under this Section. The State Superintendent shall
21    submit the plan to the Governor and the General Assembly,
22    as provided in Section 3.1 of the General Assembly
23    Organization Act. The plan shall include recommendations
24    for:
25            (A) a framework for collaborative, professional,
26        innovative, and 21st century learning environments

 

 

SB2096- 74 -LRB101 09856 AXK 54958 b

1        using the Evidence-Based Funding model;
2            (B) ways to prepare and support this State's
3        educators for successful instructional careers;
4            (C) application and enhancement of the current
5        financial accountability measures, the approved State
6        plan to comply with the federal Every Student Succeeds
7        Act, and the Illinois Balanced Accountability Measures
8        in relation to student growth and elements of the
9        Evidence-Based Funding model; and
10            (D) implementation of an effective school adequacy
11        funding system based on projected and recommended
12        funding levels from the General Assembly.
13    (i) Professional Review Panel.
14        (1) A Professional Review Panel is created to study and
15    review the implementation and effect of the Evidence-Based
16    Funding model under this Section and to recommend continual
17    recalibration and future study topics and modifications to
18    the Evidence-Based Funding model. The Panel shall elect a
19    chairperson and vice chairperson by a majority vote of the
20    Panel and shall advance recommendations based on a majority
21    vote of the Panel. A minority opinion may also accompany
22    any recommendation of the majority of the Panel. The Panel
23    shall be appointed by the State Superintendent, except as
24    otherwise provided in paragraph (2) of this subsection (i)
25    and include the following members:
26            (A) Two appointees that represent district

 

 

SB2096- 75 -LRB101 09856 AXK 54958 b

1        superintendents, recommended by a statewide
2        organization that represents district superintendents.
3            (B) Two appointees that represent school boards,
4        recommended by a statewide organization that
5        represents school boards.
6            (C) Two appointees from districts that represent
7        school business officials, recommended by a statewide
8        organization that represents school business
9        officials.
10            (D) Two appointees that represent school
11        principals, recommended by a statewide organization
12        that represents school principals.
13            (E) Two appointees that represent teachers,
14        recommended by a statewide organization that
15        represents teachers.
16            (F) Two appointees that represent teachers,
17        recommended by another statewide organization that
18        represents teachers.
19            (G) Two appointees that represent regional
20        superintendents of schools, recommended by
21        organizations that represent regional superintendents.
22            (H) Two independent experts selected solely by the
23        State Superintendent.
24            (I) Two independent experts recommended by public
25        universities in this State.
26            (J) One member recommended by a statewide

 

 

SB2096- 76 -LRB101 09856 AXK 54958 b

1        organization that represents parents.
2            (K) Two representatives recommended by collective
3        impact organizations that represent major metropolitan
4        areas or geographic areas in Illinois.
5            (L) One member from a statewide organization
6        focused on research-based education policy to support
7        a school system that prepares all students for college,
8        a career, and democratic citizenship.
9            (M) One representative from a school district
10        organized under Article 34 of this Code.
11        The State Superintendent shall ensure that the
12    membership of the Panel includes representatives from
13    school districts and communities reflecting the
14    geographic, socio-economic, racial, and ethnic diversity
15    of this State. The State Superintendent shall additionally
16    ensure that the membership of the Panel includes
17    representatives with expertise in bilingual education and
18    special education. Staff from the State Board shall staff
19    the Panel.
20        (2) In addition to those Panel members appointed by the
21    State Superintendent, 4 members of the General Assembly
22    shall be appointed as follows: one member of the House of
23    Representatives appointed by the Speaker of the House of
24    Representatives, one member of the Senate appointed by the
25    President of the Senate, one member of the House of
26    Representatives appointed by the Minority Leader of the

 

 

SB2096- 77 -LRB101 09856 AXK 54958 b

1    House of Representatives, and one member of the Senate
2    appointed by the Minority Leader of the Senate. There shall
3    be one additional member appointed by the Governor. All
4    members appointed by legislative leaders or the Governor
5    shall be non-voting, ex officio members.
6        (3) On an annual basis, the State Superintendent shall
7    recalibrate the following per pupil elements of the
8    Adequacy Target and applied to the formulas, based on the
9    Panel's study of average expenses as reported in the most
10    recent annual financial report:
11            (A) gifted under subparagraph (M) of paragraph (2)
12        of subsection (b) of this Section;
13            (B) instructional materials under subparagraph (O)
14        of paragraph (2) of subsection (b) of this Section;
15            (C) assessment under subparagraph (P) of paragraph
16        (2) of subsection (b) of this Section;
17            (D) student activities under subparagraph (R) of
18        paragraph (2) of subsection (b) of this Section;
19            (E) maintenance and operations under subparagraph
20        (S) of paragraph (2) of subsection (b) of this Section;
21        and
22            (F) central office under subparagraph (T) of
23        paragraph (2) of subsection (b) of this Section.
24        (4) On a periodic basis, the Panel shall study all the
25    following elements and make recommendations to the State
26    Board, the General Assembly, and the Governor for

 

 

SB2096- 78 -LRB101 09856 AXK 54958 b

1    modification of this Section:
2            (A) The format and scope of annual spending plans
3        referenced in paragraph (9) of subsection (h) of this
4        Section.
5            (B) The Comparable Wage Index under this Section,
6        to be studied by the Panel and reestablished by the
7        State Superintendent every 5 years.
8            (C) Maintenance and operations. Within 5 years
9        after the implementation of this Section, the Panel
10        shall make recommendations for the further study of
11        maintenance and operations costs, including capital
12        maintenance costs, and recommend any additional
13        reporting data required from Organizational Units.
14            (D) "At-risk student" definition. Within 5 years
15        after the implementation of this Section, the Panel
16        shall make recommendations for the further study and
17        determination of an "at-risk student" definition.
18        Within 5 years after the implementation of this
19        Section, the Panel shall evaluate and make
20        recommendations regarding adequate funding for poverty
21        concentration under the Evidence-Based Funding model.
22            (E) Benefits. Within 5 years after the
23        implementation of this Section, the Panel shall make
24        recommendations for further study of benefit costs.
25            (F) Technology. The per pupil target for
26        technology shall be reviewed every 3 years to determine

 

 

SB2096- 79 -LRB101 09856 AXK 54958 b

1        whether current allocations are sufficient to develop
2        21st century learning in all classrooms in this State
3        and supporting a one-to-one technological device
4        program in each school. Recommendations shall be made
5        no later than 3 years after the implementation of this
6        Section.
7            (G) Local Capacity Target. Within 3 years after the
8        implementation of this Section, the Panel shall make
9        recommendations for any additional data desired to
10        analyze possible modifications to the Local Capacity
11        Target, to be based on measures in addition to solely
12        EAV and to be completed within 5 years after
13        implementation of this Section.
14            (H) Funding for Alternative Schools, Laboratory
15        Schools, safe schools, and alternative learning
16        opportunities programs. By the beginning of the
17        2021-2022 school year, the Panel shall study and make
18        recommendations regarding the funding levels for
19        Alternative Schools, Laboratory Schools, safe schools,
20        and alternative learning opportunities programs in
21        this State.
22            (I) Funding for college and career acceleration
23        strategies. By the beginning of the 2021-2022 school
24        year, the Panel shall study and make recommendations
25        regarding funding levels to support college and career
26        acceleration strategies in high school that have been

 

 

SB2096- 80 -LRB101 09856 AXK 54958 b

1        demonstrated to result in improved secondary and
2        postsecondary outcomes, including Advanced Placement,
3        dual-credit opportunities, and college and career
4        pathway systems.
5            (J) Special education investments. By the
6        beginning of the 2021-2022 school year, the Panel shall
7        study and make recommendations on whether and how to
8        account for disability types within the special
9        education funding category.
10            (K) Early childhood investments. In collaboration
11        with the Illinois Early Learning Council, the Panel
12        shall include an analysis of what level of Preschool
13        for All Children funding would be necessary to serve
14        all children ages 0 through 5 years in the
15        highest-priority service tier, as specified in
16        paragraph (4.5) of subsection (a) of Section 2-3.71 of
17        this Code, and an analysis of the potential cost
18        savings that that level of Preschool for All Children
19        investment would have on the kindergarten through
20        grade 12 system.
21        (5) Within 5 years after the implementation of this
22    Section, the Panel shall complete an evaluative study of
23    the entire Evidence-Based Funding model, including an
24    assessment of whether or not the formula is achieving State
25    goals. The Panel shall report to the State Board, the
26    General Assembly, and the Governor on the findings of the

 

 

SB2096- 81 -LRB101 09856 AXK 54958 b

1    study.
2        (6) Within 3 years after the implementation of this
3    Section, the Panel shall evaluate and provide
4    recommendations to the Governor and the General Assembly on
5    the hold-harmless provisions of this Section found in the
6    Base Funding Minimum.
7    (j) References. Beginning July 1, 2017, references in other
8laws to general State aid funds or calculations under Section
918-8.05 of this Code (now repealed) shall be deemed to be
10references to evidence-based model formula funds or
11calculations under this Section.
12(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;
13100-582, eff. 3-23-18.)
 
14    (105 ILCS 5/28-1)  (from Ch. 122, par. 28-1)
15    Sec. 28-1. Copies and prices filed - Bond. No publisher or
16retail dealer person shall offer any school instructional
17materials for adoption, sale, or exchange in the State until it
18he has complied with the following conditions:
19    1. The publisher or retail dealer shall publish on its
20website by July 15 each year a sworn statement He shall file
21with the State Board of Education, annually, by July 15, a
22sworn statement of the usual list price, the lowest net
23wholesale price, and the lowest net exchange price at which the
24material is sold or exchanged for old material on the same
25subject of like grade and kind but of a different series taken

 

 

SB2096- 82 -LRB101 09856 AXK 54958 b

1in part payment thereof.
2    2. The publisher or retail dealer shall obtain He shall
3file with the State Board of Education a bond payable to the
4People of the State of Illinois with a surety company
5authorized to do business in the State of Illinois as surety
6thereon , in a penal sum to be determined by the State Board of
7Education, of not less than $2,000 $2000 nor more than $10,000
8conditioned as follows:
9    (a) That the publisher or retail dealer he will furnish
10annually any of the materials listed on the sworn statement on
11its website in any annual statement filed by him to any school
12district and any school corporation in this State at the lowest
13net prices contained in the statements and that it he will
14maintain said prices uniformly throughout the State.
15    (b) That the publisher or retail dealer he will reduce such
16net prices in Illinois whenever they are reduced elsewhere in
17the United States, and shall publish on its website that he
18will file with the State Board of Education a sworn statement
19of reductions made elsewhere, so that at no time shall any
20instructional material so filed and listed by the publisher or
21retail dealer him be sold in this State at a higher net price
22than is received for such material elsewhere in the United
23States.
24    (c) The publisher or retail dealer He shall not enter into
25any understanding, agreement or combination to control the
26prices or to restrict competition in the sale of instructional

 

 

SB2096- 83 -LRB101 09856 AXK 54958 b

1materials.
2(Source: P.A. 81-1508.)
 
3    (105 ILCS 5/28-4)  (from Ch. 122, par. 28-4)
4    Sec. 28-4. Notice of violations - Proceedings for
5forfeiture of bond. The school board of each district wherein
6the instructional materials listed under the provisions of this
7Article have been adopted shall notify the State Board of
8Education of any violation of any of the conditions contained
9in said bond. The State Board of Education may shall thereupon
10notify the person guilty of the violation and if such person
11disregards the notification and fails to comply with the
12requirements of the contract, the State Board of Education may
13shall institute legal proceedings for the forfeiture of the
14bond.
15(Source: P.A. 81-1508.)
 
16    (105 ILCS 5/28-7)  (from Ch. 122, par. 28-7)
17    Sec. 28-7. Retail prices of books. It is unlawful for any
18retail dealer in textbooks to sell any books listed on the
19sworn statement published on the retail dealer's website with
20the State Board of Education at a price to exceed a 15% advance
21on the net prices as so listed.
22(Source: P.A. 81-1508.)
 
23    (105 ILCS 5/28-8)  (from Ch. 122, par. 28-8)

 

 

SB2096- 84 -LRB101 09856 AXK 54958 b

1    Sec. 28-8. Purchase by districts for resale at cost. School
2districts may purchase textbooks and electronic textbooks and
3the technological equipment necessary to gain access to and use
4electronic textbooks from the publishers and manufacturers at
5the prices listed on the sworn statement published on the
6retail dealer's website with the State Board of Education and
7sell them to the pupils at the listed prices or at such prices
8as will include the cost of transportation and handling.
9(Source: P.A. 96-1403, eff. 7-29-10.)
 
10    (105 ILCS 5/28-9)  (from Ch. 122, par. 28-9)
11    Sec. 28-9. Purchase by districts - Designation of agent for
12sale. School districts may purchase out of contingent funds
13school textbooks or electronic textbooks, instructional
14materials, and the technological equipment necessary to gain
15access to and use electronic textbooks from the publishers and
16manufacturers at the prices listed on the sworn statement
17published on the retail dealer's website with the State Board
18of Education and may designate a retail dealer or dealers to
19act as the agent of the district in selling them to pupils.
20Such dealers shall at stated times make settlement with the
21district for books sold. Such dealers shall not sell textbooks
22at prices which exceed a 10% advance on the net prices as
23listed on the sworn statement with the State Board of
24Education.
25(Source: P.A. 96-1403, eff. 7-29-10.)
 

 

 

SB2096- 85 -LRB101 09856 AXK 54958 b

1    (105 ILCS 5/28-21)  (from Ch. 122, par. 28-21)
2    Sec. 28-21. The State Board of Education shall require each
3publisher of any printed textbook or electronic textbook that
4is listed for use by the State Board of Education under this
5Article or that is furnished at public expense under Sections
628-14 through 28-19 and is first published after July 19, 2006
7to furnish, as provided in this Section, an accessible
8electronic file set of contracted print material to the
9National Instructional Materials Access Center, which shall
10then be available to the State Board of Education or its
11authorized user for the purpose of conversion to an accessible
12format for use by a child with a print disability and for
13distribution to local education agencies. An "accessible
14electronic file" means a file that conforms to specifications
15of the national file format adopted by the United States
16Department of Education. Other terms used in this Section shall
17be construed in compliance with the federal Individuals with
18Disabilities Education Act and related regulations.
19(Source: P.A. 95-415, eff. 8-24-07; 96-1403, eff. 7-29-10.)

 

 

SB2096- 86 -LRB101 09856 AXK 54958 b

1 INDEX
2 Statutes amended in order of appearance
3    105 ILCS 5/2-3.155
4    105 ILCS 5/14-7.03from Ch. 122, par. 14-7.03
5    105 ILCS 5/18-3from Ch. 122, par. 18-3
6    105 ILCS 5/18-8.15
7    105 ILCS 5/28-1from Ch. 122, par. 28-1
8    105 ILCS 5/28-4from Ch. 122, par. 28-4
9    105 ILCS 5/28-7from Ch. 122, par. 28-7
10    105 ILCS 5/28-8from Ch. 122, par. 28-8
11    105 ILCS 5/28-9from Ch. 122, par. 28-9
12    105 ILCS 5/28-21from Ch. 122, par. 28-21