Rep. William Davis

Filed: 5/20/2019

 

 


 

 


 
10100SB2096ham001LRB101 09856 AXK 60848 a

1
AMENDMENT TO SENATE BILL 2096

2    AMENDMENT NO. ______. Amend Senate Bill 2096 by replacing
3everything after the enacting clause with the following:
 
4    "Section 5. The School Code is amended by changing Sections
52-3.155, 2-3.170, 14-7.03, 18-3, 18-8.15, 28-1, 28-4, 28-7,
628-8, 28-9, and 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

 

 

10100SB2096ham001- 2 -LRB101 09856 AXK 60848 a

1textbooks and the technological equipment necessary to gain
2access to and use electronic textbooks intended as a principal
3source of study material for a given class or group of
4students. "Textbook" also includes science curriculum
5materials in a kit format that includes pre-packaged consumable
6materials if (i) it is shown that the materials serve as a
7textbook substitute, (ii) the materials are for use by the
8pupils as a principal learning source, (iii) each component of
9the materials is integrally necessary to teach the requirements
10of the intended course, (iv) the kit includes teacher guidance
11materials, and (v) the purchase of individual consumable
12materials is not allowed.
13    (c) Subject Beginning July 1, 2011, subject to annual
14appropriation by the General Assembly, the State Board of
15Education is authorized to provide annual funding to public
16school districts and State-recognized, non-public schools
17serving students in grades kindergarten through 12 for the
18purchase of selected textbooks. The textbooks authorized to be
19purchased under this Section are limited without exception to
20textbooks that have been preapproved and designated by the
21State Board of Education for use in any public school and that
22are secular, non-religious, and non-sectarian. The State Board
23of Education shall annually publish a list of the textbooks
24authorized to be purchased under this Section. Each public
25school district and State-recognized, non-public school shall,
26subject to appropriations for that purpose, receive a per pupil

 

 

10100SB2096ham001- 3 -LRB101 09856 AXK 60848 a

1grant for the purchase of secular textbooks. The per pupil
2grant amount must be calculated by the State Board of Education
3utilizing the total appropriation made for these purposes
4divided by the most current student enrollment data available.
5    (d) The State Board of Education may adopt rules as
6necessary for the implementation of this Section and to ensure
7the religious neutrality of the textbook block grant program,
8as well as provide for the monitoring of all textbooks
9authorized in this Section to be purchased directly by
10State-recognized, nonpublic schools serving students in grades
11kindergarten through 12.
12(Source: P.A. 97-570, eff. 8-25-11; 97-813, eff. 7-13-12.)
 
13    (105 ILCS 5/2-3.170)
14    Sec. 2-3.170. Property tax relief pool grants.
15    (a) As used in this Section,
16    "EAV" means equalized assessed valuation as defined under
17Section 18-8.15 of this Code.
18    "Property tax multiplier" equals one minus the square of
19the school district's Local Capacity Percentage, as defined in
20Section 18-8.15 of this Code.
21    "Local capacity percentage multiplier" means one minus the
22school district's Local Capacity Percentage, as defined in
23Section 18-8.15.
24    "State Board" means the State Board of Education.
25    "Unit equivalent tax rate" means the Adjusted Operating Tax

 

 

10100SB2096ham001- 4 -LRB101 09856 AXK 60848 a

1Rate, as defined in Section 18-8.15 of this Code, multiplied by
2a factor of 1 for unit school districts, 13/9 for elementary
3school districts, and 13/4 for high school districts.
4    (b) Subject to appropriation, the State Board shall provide
5grants to eligible school districts that provide tax relief to
6the school district's residents, which may be no greater than
71% of EAV for a unit district, 0.69% of EAV for an elementary
8school district, or 0.31% of EAV for a high school district, as
9provided in this Section.
10    (b-5) Each year, the State Board shall set a threshold
11above which any school district in this State may apply for
12property tax relief under this Section. School districts may
13apply for property tax this relief under this Section
14concurrently to setting their levy for the fiscal year. The
15intended relief may not be greater than 1% of the EAV for a
16unit district, 0.69% of the EAV for an elementary school
17district, or 0.31% of the EAV for a high school district,
18multiplied by the school district's local capacity percentage
19multiplier. The State Board shall process applications for
20relief, providing a grant to those districts with the highest
21operating tax rate, as determined by those districts with the
22highest percentage of the simple average operating tax rate of
23districts of the same type, either elementary, high school, or
24unit, the highest unit equivalent tax rate first, in an amount
25equal to the intended relief multiplied by the property tax
26multiplier. The State Board shall provide grants to school

 

 

10100SB2096ham001- 5 -LRB101 09856 AXK 60848 a

1districts in order of priority until the property tax relief
2pool is exhausted. If more school districts apply for relief
3under this subsection than there are funds available, the State
4Board must distribute the grants and prorate any remaining
5funds to the final school district that qualifies for grant
6relief. The abatement amount for that district must be equal to
7the grant amount divided by the property tax multiplier.
8    If a school district receives the State Board's approval of
9a grant under this Section by March 1 of the fiscal year, the
10school district shall present a duly authorized and approved
11abatement resolution by March 30 of the fiscal year to the
12county clerk of each county in which the school files its levy,
13authorizing the county clerk to lower the school district's
14levy by the amount designated in its application to the State
15Board. When the preceding requisites are satisfied, the county
16clerk shall reduce the amount collected for the school district
17by the amount indicated in the school district's abatement
18resolution for that fiscal year.
19    (c) (Blank). Each year, the State Board shall publish an
20estimated threshold unit equivalent tax rate. School districts
21whose adjusted operating tax rate, as defined in this Section,
22is greater than the estimated threshold unit equivalent tax
23rate are eligible for relief under this Section. This estimated
24tax rate shall be based on the most recent available data
25provided by school districts pursuant to Section 18-8.15 of
26this Code. The State Board shall estimate this property tax

 

 

10100SB2096ham001- 6 -LRB101 09856 AXK 60848 a

1rate based on the amount appropriated to the grant program and
2the assumption that a set of school districts, based on
3criteria established by the State Board, will apply for grants
4under this Section. The criteria shall be based on reasonable
5assumptions about when school districts will apply for the
6grant.
7    (d) School districts seeking grants under this Section
8shall apply to the State Board each year. All applications to
9the State Board for grants shall include the amount of the tax
10relief intended by the school district.
11    (e) Each year, based on the most recent available data
12provided by school districts pursuant to Section 18-8.15 of
13this Code, the State Board shall calculate the order of
14priority for grant eligibility under subsection (b-5) the unit
15equivalent tax rate, based on the applications received by the
16State Board, above which the appropriations are sufficient to
17provide relief and publish a list of the school districts
18eligible for relief. The State Board shall first provide grants
19in the manner provided under subsection (b-5) to those
20districts with the highest unit equivalent tax rates.
21    (f) The State Board shall publish a final list of eligible
22grant recipients and provide payment of the grants by March 1
23of each year.
24    (g) If notice of eligibility payment from the State Board
25is received by a school district by March 1, then by March 30,
26the school district shall file an abatement of its property tax

 

 

10100SB2096ham001- 7 -LRB101 09856 AXK 60848 a

1levy in an amount equal to the grant received under this
2Section divided by the property tax multiplier. Payment of all
3grant amounts shall be made by June 1 each fiscal year. The
4State Superintendent of Education shall establish the timeline
5in such cases in which notice cannot be made by March 1.
6    (h) The total property tax relief allowable to a school
7district under this Section shall be calculated based on the
8total amount of reduction in the school district's aggregate
9extension. The total grant shall be equal to the reduction,
10multiplied by the property tax multiplier. The reduction shall
11be equal limited to the lesser of (i) 1% of a district's EAV
12for a unit school district, 0.69% for an elementary school
13district, or 0.31% for a high school district, multiplied by
14the school district's local capacity percentage multiplier or
15(ii) the amount that the unit equivalent tax rate is greater
16than the threshold unit equivalent tax rate determined by the
17State Board, multiplied by the school district's EAV. If clause
18(ii) of this subsection (h) is the lesser value and the
19difference between the school district's unit equivalent tax
20rate and the threshold unit equivalent tax rate is less than
211%, then the difference is multiplied by 1 for a unit school
22district, by 0.69 for an elementary school district, or by 0.31
23for a high school district.
24    (i) If the State Board does not expend all appropriations
25allocated pursuant to this Section, then any remaining funds
26shall be allocated pursuant to Section 18-8.15 of this Code.

 

 

10100SB2096ham001- 8 -LRB101 09856 AXK 60848 a

1    (j) The State Board shall prioritize payments under Section
218-8.15 of this Code over payments under this Section, if
3necessary.
4    (k) Any grants received by a school district shall be
5included in future calculations of that school district's Base
6Funding Minimum under Section 18-8.15 of this Code. Beginning
7with Fiscal Year 2020, if a school district receives a grant
8under this Section, the school district must present to the
9county clerk a duly authorized and approved abatement
10resolution by March 30 for the year in which the school
11district receives the grant and the successive fiscal year
12following the receipt of the grant, authorizing the county
13clerk to lower the school district's levy by the amount
14designated in its original application to the State Board.
15After receiving a resolution, the county clerk must reduce the
16amount collected for the school district by the amount
17indicated in the school district's abatement resolution for
18that fiscal year. If a school district does not abate in this
19amount for the successive fiscal year, the grant amount may not
20be included in the school district's Base Funding Minimum under
21Section 18-8.15 in the fiscal year following the tax year in
22which the abatement is not authorized and in any future fiscal
23year thereafter, and the county clerk must notify the State
24Board of the increase no later 30 days after it occurs.
25    (l) In the tax year following receipt of a Property Tax
26Pool Relief Grant, the aggregate levy of any school district

 

 

10100SB2096ham001- 9 -LRB101 09856 AXK 60848 a

1receiving a grant under this Section, for purposes of the
2Property Tax Extension Limitation Law, shall include the tax
3relief the school district provided in the previous taxable
4year under this Section.
5(Source: P.A. 100-465, eff. 8-31-17; 100-582, eff. 3-23-18;
6100-863, eff. 8-14-18.)
 
7    (105 ILCS 5/14-7.03)  (from Ch. 122, par. 14-7.03)
8    Sec. 14-7.03. Special education classes Education Classes
9for children Children from orphanages Orphanages, foster
10family homes, children's homes Foster Family Homes, Children's
11Homes, or in State residential units Housing Units. If a school
12district maintains special education classes on the site of
13orphanages and children's homes, or if children from the
14orphanages, children's homes, foster family homes, other State
15agencies, or State residential units for children attend
16classes for children with disabilities in which the school
17district is a participating member of a joint agreement, or if
18the children from the orphanages, children's homes, foster
19family homes, other State agencies, or State residential units
20attend classes for the children with disabilities maintained by
21the school district, then reimbursement shall be paid to
22eligible districts in accordance with the provisions of this
23Section by the Comptroller as directed by the State
24Superintendent of Education.
25    The amount of tuition for such children shall be determined

 

 

10100SB2096ham001- 10 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 11 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 12 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 13 -LRB101 09856 AXK 60848 a

1beginning with fiscal year 1994 and each fiscal year
2thereafter, if the amount appropriated for any fiscal year is
3less than the amount required for purposes of this Section, the
4amount required to eliminate any insufficient reimbursement
5for each district claim under this Section shall be reimbursed
6on August 30 of the next fiscal year. Payments required to
7eliminate any insufficiency for prior fiscal year claims shall
8be made before any claims are paid for the current fiscal year.
9    The claim of a school district otherwise eligible to be
10reimbursed in accordance with Section 14-12.01 for the 1976-77
11school year but for this amendatory Act of 1977 shall not be
12paid unless the district ceases to maintain such classes for
13one entire school year.
14    If a school district's current reimbursement payment for
15the 1977-78 school year only is less than the prior year's
16reimbursement payment owed, the district shall be paid the
17amount of the difference between the payments in addition to
18the current reimbursement payment, and the amount so paid shall
19be subtracted from the amount of prior year's reimbursement
20payment owed to the district.
21    Regional superintendents may operate special education
22classes for children from orphanages, foster family homes,
23children's homes, or State residential housing units located
24within the educational services region upon consent of the
25school board otherwise so obligated. In electing to assume the
26powers and duties of a school district in providing and

 

 

10100SB2096ham001- 14 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 15 -LRB101 09856 AXK 60848 a

1districts may appeal the decision in writing to the State
2Superintendent of Education, who, upon review of materials
3submitted and any other items or information he or she may
4request for submission, shall issue a written decision on the
5matter. The decision of the State Superintendent of Education
6shall be final.
7    In the event a district does not make a tuition payment to
8another district that is providing the special education
9program and services, the State Board of Education shall
10immediately withhold 125% of the then remaining annual tuition
11cost from the State aid or categorical aid payment due to the
12school district that is determined to be the resident school
13district. All funds withheld by the State Board of Education
14shall immediately be forwarded to the school district where the
15student is being served.
16    When a child eligible for services under this Section
1714-7.03 must be placed in a nonpublic facility, that facility
18shall meet the programmatic requirements of Section 14-7.02 and
19its regulations, and the educational services shall be funded
20only in accordance with this Section 14-7.03.
21(Source: P.A. 98-739, eff. 7-16-14; 99-143, eff. 7-27-15.)
 
22    (105 ILCS 5/18-3)  (from Ch. 122, par. 18-3)
23    Sec. 18-3. Tuition of children from orphanages and
24children's homes. When the children from any home for orphans,
25dependent, abandoned or maladjusted children maintained by any

 

 

10100SB2096ham001- 16 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 17 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 18 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 19 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 20 -LRB101 09856 AXK 60848 a

1district for the school year in accordance with the calculation
2of the claim as set forth in this Section. Final claims for
3those students for the regular school term must be received at
4the State Board of Education by July 15 following the end of
5the regular school year. Final claims for those students shall
6be vouchered by August 30. During fiscal year 1994 both the
71992-1993 school year and the 1993-1994 school year shall be
8paid in order to change the cycle of payment from a
9reimbursement basis to a current year funding basis of payment.
10However, notwithstanding any other provisions of this Section
11or the School Code, beginning with fiscal year 1994 and each
12fiscal year thereafter, if the amount appropriated for any
13fiscal year is less than the amount required for purposes of
14this Section, the amount required to eliminate any insufficient
15reimbursement for each district claim under this Section shall
16be reimbursed on August 31 30 of the next fiscal year. Payments
17required to eliminate any insufficiency for prior fiscal year
18claims shall be made before any claims are paid for the current
19fiscal year.
20    If a school district makes a claim for reimbursement under
21Section 14-7.03 it shall not include in any claim filed under
22this Section children residing on the property of State
23institutions included in its claim under Section 14-7.03.
24    Any child who is not a resident of Illinois who is placed
25in a child welfare institution, private facility, State
26operated program, orphanage or children's home shall have the

 

 

10100SB2096ham001- 21 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 22 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 23 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 24 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 25 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 26 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 27 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 28 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 29 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 30 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 31 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 32 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 33 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 34 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 35 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 36 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 37 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 38 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 39 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 40 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 41 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 42 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 43 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 44 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 45 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 46 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 47 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 48 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 49 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 50 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 51 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 52 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 53 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 54 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 55 -LRB101 09856 AXK 60848 a

1    (2) of this subsection (c) if its Real Receipts are equal
2    to or less than its Local Capacity Target or (ii) the
3    Organizational Unit's Adjusted Local Capacity, as
4    calculated in accordance with paragraph (3) of this
5    subsection (c) if Real Receipts are more than its Local
6    Capacity Target.
7        (2) "Local Capacity Target" means, for an
8    Organizational Unit, that dollar amount that is obtained by
9    multiplying its Adequacy Target by its Local Capacity
10    Ratio.
11            (A) An Organizational Unit's Local Capacity
12        Percentage is the conversion of the Organizational
13        Unit's Local Capacity Ratio, as such ratio is
14        determined in accordance with subparagraph (B) of this
15        paragraph (2), into a cumulative distribution
16        resulting in a percentile ranking to determine each
17        Organizational Unit's relative position to all other
18        Organizational Units in this State. The calculation of
19        Local Capacity Percentage is described in subparagraph
20        (C) of this paragraph (2).
21            (B) An Organizational Unit's Local Capacity Ratio
22        in a given year is the percentage obtained by dividing
23        its Adjusted EAV or PTELL EAV, whichever is less, by
24        its Adequacy Target, with the resulting ratio further
25        adjusted as follows:
26                (i) for Organizational Units serving grades

 

 

10100SB2096ham001- 56 -LRB101 09856 AXK 60848 a

1            kindergarten through 12 and Hybrid Districts, no
2            further adjustments shall be made;
3                (ii) for Organizational Units serving grades
4            kindergarten through 8, the ratio shall be
5            multiplied by 9/13;
6                (iii) for Organizational Units serving grades
7            9 through 12, the Local Capacity Ratio shall be
8            multiplied by 4/13; and
9                (iv) for an Organizational Unit with a
10            different grade configuration than those specified
11            in items (i) through (iii) of this subparagraph
12            (B), the State Superintendent shall determine a
13            comparable adjustment based on the grades served.
14            (C) The Local Capacity Percentage is equal to the
15        percentile ranking of the district. Local Capacity
16        Percentage converts each Organizational Unit's Local
17        Capacity Ratio to a cumulative distribution resulting
18        in a percentile ranking to determine each
19        Organizational Unit's relative position to all other
20        Organizational Units in this State. The Local Capacity
21        Percentage cumulative distribution resulting in a
22        percentile ranking for each Organizational Unit shall
23        be calculated using the standard normal distribution
24        of the score in relation to the weighted mean and
25        weighted standard deviation and Local Capacity Ratios
26        of all Organizational Units. If the value assigned to

 

 

10100SB2096ham001- 57 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 58 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 59 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 60 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 61 -LRB101 09856 AXK 60848 a

1        Code for owners with a household income of $30,000 or
2        less. It is the intent of this subparagraph (A) that if
3        the general homestead exemption for a parcel of
4        property is determined under Section 15-176 or 15-177
5        of the Property Tax Code rather than Section 15-175,
6        then the calculation of EAV shall not be affected by
7        the difference, if any, between the amount of the
8        general homestead exemption allowed for that parcel of
9        property under Section 15-176 or 15-177 of the Property
10        Tax Code and the amount that would have been allowed
11        had the general homestead exemption for that parcel of
12        property been determined under Section 15-175 of the
13        Property Tax Code. It is further the intent of this
14        subparagraph (A) that if additional exemptions are
15        allowed under Section 15-175 of the Property Tax Code
16        for owners with a household income of less than
17        $30,000, then the calculation of EAV shall not be
18        affected by the difference, if any, because of those
19        additional exemptions.
20            (B) With respect to any part of an Organizational
21        Unit within a redevelopment project area in respect to
22        which a municipality has adopted tax increment
23        allocation financing pursuant to the Tax Increment
24        Allocation Redevelopment Act, Division 74.4 of Article
25        11 of the Illinois Municipal Code, or the Industrial
26        Jobs Recovery Law, Division 74.6 of Article 11 of the

 

 

10100SB2096ham001- 62 -LRB101 09856 AXK 60848 a

1        Illinois Municipal Code, no part of the current EAV of
2        real property located in any such project area which is
3        attributable to an increase above the total initial EAV
4        of such property shall be used as part of the EAV of
5        the Organizational Unit, until such time as all
6        redevelopment project costs have been paid, as
7        provided in Section 11-74.4-8 of the Tax Increment
8        Allocation Redevelopment Act or in Section 11-74.6-35
9        of the Industrial Jobs Recovery Law. For the purpose of
10        the EAV of the Organizational Unit, the total initial
11        EAV or the current EAV, whichever is lower, shall be
12        used until such time as all redevelopment project costs
13        have been paid.
14            (B-5) The real property equalized assessed
15        valuation for a school district shall be adjusted by
16        subtracting from the real property value, as equalized
17        or assessed by the Department of Revenue, for the
18        district an amount computed by dividing the amount of
19        any abatement of taxes under Section 18-170 of the
20        Property Tax Code by 3.00% for a district maintaining
21        grades kindergarten through 12, by 2.30% for a district
22        maintaining grades kindergarten through 8, or by 1.05%
23        for a district maintaining grades 9 through 12 and
24        adjusted by an amount computed by dividing the amount
25        of any abatement of taxes under subsection (a) of
26        Section 18-165 of the Property Tax Code by the same

 

 

10100SB2096ham001- 63 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 64 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 65 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 66 -LRB101 09856 AXK 60848 a

1    Article 34 of this Code, the Base Funding Minimum also
2    includes (i) the funds allocated to the school district
3    pursuant to Section 1D-1 of this Code attributable to
4    funding programs authorized by the Sections of this Code
5    listed in the preceding sentence; and (ii) the difference
6    between (I) the funds allocated to the school district
7    pursuant to Section 1D-1 of this Code attributable to the
8    funding programs authorized by Section 14-7.02 (non-public
9    special education reimbursement), subsection (b) of
10    Section 14-13.01 (special education transportation),
11    Section 29-5 (transportation), Section 2-3.80
12    (agricultural education), Section 2-3.66 (truants'
13    alternative education), Section 2-3.62 (educational
14    service centers), and Section 14-7.03 (special education -
15    orphanage) of this Code and Section 15 of the Childhood
16    Hunger Relief Act (free breakfast program) and (II) the
17    school district's actual expenditures for its non-public
18    special education, special education transportation,
19    transportation programs, agricultural education, truants'
20    alternative education, services that would otherwise be
21    performed by a regional office of education, special
22    education orphanage expenditures, and free breakfast, as
23    most recently calculated and reported pursuant to
24    subsection (f) of Section 1D-1 of this Code. The Base
25    Funding Minimum for Glenwood Academy shall be $625,500.
26        (2) For the 2018-2019 and subsequent school years, the

 

 

10100SB2096ham001- 67 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 68 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 69 -LRB101 09856 AXK 60848 a

1    State Funds, Tier 3 Aggregate Funding equals 0.9% of all
2    New State Funds, and Tier 4 Aggregate Funding equals 0.1%
3    of all New State Funds. Each Organizational Unit within
4    Tier 1 or Tier 2 receives an allocation of New State Funds
5    equal to its tier Funding Gap, as defined in the following
6    sentence, multiplied by the tier's Allocation Rate
7    determined pursuant to paragraph (4) of this subsection
8    (g). For Tier 1, an Organizational Unit's Funding Gap
9    equals the tier's Target Ratio, as specified in paragraph
10    (5) of this subsection (g), multiplied by the
11    Organizational Unit's Adequacy Target, with the resulting
12    amount reduced by the Organizational Unit's Final
13    Resources. For Tier 2, an Organizational Unit's Funding Gap
14    equals the tier's Target Ratio, as described in paragraph
15    (5) of this subsection (g), multiplied by the
16    Organizational Unit's Adequacy Target, with the resulting
17    amount reduced by the Organizational Unit's Final
18    Resources and its Tier 1 funding allocation. To determine
19    the Organizational Unit's Funding Gap, the resulting
20    amount is then multiplied by a factor equal to one minus
21    the Organizational Unit's Local Capacity Target
22    percentage. Each Organizational Unit within Tier 3 or Tier
23    4 receives an allocation of New State Funds equal to the
24    product of its Adequacy Target and the tier's Allocation
25    Rate, as specified in paragraph (4) of this subsection (g).
26        (2) To ensure equitable distribution of dollars for all

 

 

10100SB2096ham001- 70 -LRB101 09856 AXK 60848 a

1    Tier 2 Organizational Units, no Tier 2 Organizational Unit
2    shall receive fewer dollars per ASE than any Tier 3
3    Organizational Unit. Each Tier 2 and Tier 3 Organizational
4    Unit shall have its funding allocation divided by its ASE.
5    Any Tier 2 Organizational Unit with a funding allocation
6    per ASE below the greatest Tier 3 allocation per ASE shall
7    get a funding allocation equal to the greatest Tier 3
8    funding allocation per ASE multiplied by the
9    Organizational Unit's ASE. Each Tier 2 Organizational
10    Unit's Tier 2 funding allocation shall be multiplied by the
11    percentage calculated by dividing the original Tier 2
12    Aggregate Funding by the sum of all Tier 2 Organizational
13    Unit's Tier 2 funding allocation after adjusting
14    districts' funding below Tier 3 levels.
15        (3) Organizational Units are placed into one of 4 tiers
16    as follows:
17            (A) Tier 1 consists of all Organizational Units,
18        except for Specially Funded Units, with a Percent of
19        Adequacy less than the Tier 1 Target Ratio. The Tier 1
20        Target Ratio is the ratio level that allows for Tier 1
21        Aggregate Funding to be distributed, with the Tier 1
22        Allocation Rate determined pursuant to paragraph (4)
23        of this subsection (g).
24            (B) Tier 2 consists of all Tier 1 Units and all
25        other Organizational Units, except for Specially
26        Funded Units, with a Percent of Adequacy of less than

 

 

10100SB2096ham001- 71 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 72 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 73 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 74 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 75 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 76 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 77 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 78 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 79 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 80 -LRB101 09856 AXK 60848 a

1        innovative, and 21st century learning environments
2        using the Evidence-Based Funding model;
3            (B) ways to prepare and support this State's
4        educators for successful instructional careers;
5            (C) application and enhancement of the current
6        financial accountability measures, the approved State
7        plan to comply with the federal Every Student Succeeds
8        Act, and the Illinois Balanced Accountability Measures
9        in relation to student growth and elements of the
10        Evidence-Based Funding model; and
11            (D) implementation of an effective school adequacy
12        funding system based on projected and recommended
13        funding levels from the General Assembly.
14        (11) On an annual basis, the State Superintendent must
15    recalibrate all of the following per pupil elements of the
16    Adequacy Target and applied to the formulas, based on the
17    study of average expenses and as reported in the most
18    recent annual financial report:
19            (A) Gifted under subparagraph (M) of paragraph (2)
20        of subsection (b).
21            (B) Instructional materials under subparagraph (O)
22        of paragraph (2) of subsection (b).
23            (C) Assessment under subparagraph (P) of paragraph
24        (2) of subsection (b).
25            (D) Student activities under subparagraph (R) of
26        paragraph (2) of subsection (b).

 

 

10100SB2096ham001- 81 -LRB101 09856 AXK 60848 a

1            (E) Maintenance and operations under subparagraph
2        (S) of paragraph (2) of subsection (b).
3            (F) Central office under subparagraph (T) of
4        paragraph (2) of subsection (b).
5    (i) Professional Review Panel.
6        (1) A Professional Review Panel is created to study and
7    review topics related to the implementation and effect of
8    the Evidence-Based Funding, as assigned by a joint
9    resolution or Public Act of the General Assembly or a
10    motion passed by the State Board of Education. The Panel
11    must provide recommendations to and serve the Governor,
12    General Assembly, and the State Board model under this
13    Section and to recommend continual recalibration and
14    future study topics and modifications to the
15    Evidence-Based Funding model. The State Superintendent or
16    his or her designee must serve as a voting member and
17    chairperson of the Panel. The State Superintendent must
18    appoint a vice chairperson from the membership of the
19    Panel. The Panel must advance recommendations based on a
20    three-fifths majority vote of panel members present and
21    voting Panel shall elect a chairperson and vice chairperson
22    by a majority vote of the Panel and shall advance
23    recommendations based on a majority vote of the Panel. A
24    minority opinion may also accompany any recommendation of
25    the majority of the Panel. The Panel shall be appointed by
26    the State Superintendent, except as otherwise provided in

 

 

10100SB2096ham001- 82 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 83 -LRB101 09856 AXK 60848 a

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

 

 

10100SB2096ham001- 84 -LRB101 09856 AXK 60848 a

1    Representatives, one member of the Senate appointed by the
2    President of the Senate, one member of the House of
3    Representatives appointed by the Minority Leader of the
4    House of Representatives, and one member of the Senate
5    appointed by the Minority Leader of the Senate. There shall
6    be one additional member appointed by the Governor. All
7    members appointed by legislative leaders or the Governor
8    shall be non-voting, ex officio members.
9        (3) The Panel must study topics at the direction of the
10    General Assembly or State Board of Education, as provided
11    under paragraph (1). The Panel may also study the following
12    topics at the direction of the chairperson: On an annual
13    basis, the State Superintendent shall recalibrate the
14    following per pupil elements of the Adequacy Target and
15    applied to the formulas, based on the Panel's study of
16    average expenses as reported in the most recent annual
17    financial report:
18            (A) gifted under subparagraph (M) of paragraph (2)
19        of subsection (b) of this Section;
20            (B) instructional materials under subparagraph (O)
21        of paragraph (2) of subsection (b) of this Section;
22            (C) assessment under subparagraph (P) of paragraph
23        (2) of subsection (b) of this Section;
24            (D) student activities under subparagraph (R) of
25        paragraph (2) of subsection (b) of this Section;
26            (E) maintenance and operations under subparagraph

 

 

10100SB2096ham001- 85 -LRB101 09856 AXK 60848 a

1        (S) of paragraph (2) of subsection (b) of this Section;
2        and
3            (F) central office under subparagraph (T) of
4        paragraph (2) of subsection (b) of this Section.
5        (4) On a periodic basis, the Panel shall study all the
6    following elements and make recommendations to the State
7    Board, the General Assembly, and the Governor for
8    modification of this Section:
9            (A) The format and scope of annual spending plans
10        referenced in paragraph (9) of subsection (h) of this
11        Section.
12            (B) The Comparable Wage Index under this Section,
13        to be studied by the Panel and reestablished by the
14        State Superintendent every 5 years.
15            (C) Maintenance and operations, including capital
16        maintenance and construction costs. Within 5 years
17        after the implementation of this Section, the Panel
18        shall make recommendations for the further study of
19        maintenance and operations costs, including capital
20        maintenance costs, and recommend any additional
21        reporting data required from Organizational Units.
22            (D) "At-risk student" definition. Within 5 years
23        after the implementation of this Section, the Panel
24        shall make recommendations for the further study and
25        determination of an "at-risk student" definition.
26        Within 5 years after the implementation of this

 

 

10100SB2096ham001- 86 -LRB101 09856 AXK 60848 a

1        Section, the Panel shall evaluate and make
2        recommendations regarding adequate funding for poverty
3        concentration under the Evidence-Based Funding model.
4            (E) Benefits. Within 5 years after the
5        implementation of this Section, the Panel shall make
6        recommendations for further study of benefit costs.
7            (F) Technology. The per pupil target for
8        technology shall be reviewed every 3 years to determine
9        whether current allocations are sufficient to develop
10        21st century learning in all classrooms in this State
11        and supporting a one-to-one technological device
12        program in each school. Recommendations shall be made
13        no later than 3 years after the implementation of this
14        Section.
15            (G) Local Capacity Target. Within 3 years after the
16        implementation of this Section, the Panel shall make
17        recommendations for any additional data desired to
18        analyze possible modifications to the Local Capacity
19        Target, to be based on measures in addition to solely
20        EAV and to be completed within 5 years after
21        implementation of this Section.
22            (H) Funding for Alternative Schools, Laboratory
23        Schools, safe schools, and alternative learning
24        opportunities programs. By the beginning of the
25        2021-2022 school year, the Panel shall study and make
26        recommendations regarding the funding levels for

 

 

10100SB2096ham001- 87 -LRB101 09856 AXK 60848 a

1        Alternative Schools, Laboratory Schools, safe schools,
2        and alternative learning opportunities programs in
3        this State.
4            (I) Funding for college and career acceleration
5        strategies. By the beginning of the 2021-2022 school
6        year, the Panel shall study and make recommendations
7        regarding funding levels to support college and career
8        acceleration strategies in high school that have been
9        demonstrated to result in improved secondary and
10        postsecondary outcomes, including Advanced Placement,
11        dual-credit opportunities, and college and career
12        pathway systems.
13            (J) Special education investments. By the
14        beginning of the 2021-2022 school year, the Panel shall
15        study and make recommendations on whether and how to
16        account for disability types within the special
17        education funding category.
18            (K) Early childhood investments, in . In
19        collaboration with the Illinois Early Learning
20        Council, the Panel shall include an analysis of what
21        level of Preschool for All Children funding would be
22        necessary to serve all children ages 0 through 5 years
23        in the highest-priority service tier, as specified in
24        paragraph (4.5) of subsection (a) of Section 2-3.71 of
25        this Code, and an analysis of the potential cost
26        savings that that level of Preschool for All Children

 

 

10100SB2096ham001- 88 -LRB101 09856 AXK 60848 a

1        investment would have on the kindergarten through
2        grade 12 system.
3        (4) (Blank).
4        (5) Within 5 years after the implementation of this
5    Section, the Panel shall complete an evaluative study of
6    the entire Evidence-Based Funding model, including an
7    assessment of whether or not the formula is achieving State
8    goals. The Panel shall report to the State Board, the
9    General Assembly, and the Governor on the findings of the
10    study.
11        (6) (Blank). Within 3 years after the implementation of
12    this Section, the Panel shall evaluate and provide
13    recommendations to the Governor and the General Assembly on
14    the hold-harmless provisions of this Section found in the
15    Base Funding Minimum.
16    (j) References. Beginning July 1, 2017, references in other
17laws to general State aid funds or calculations under Section
1818-8.05 of this Code (now repealed) shall be deemed to be
19references to evidence-based model formula funds or
20calculations under this Section.
21(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;
22100-582, eff. 3-23-18.)
 
23    (105 ILCS 5/28-1)  (from Ch. 122, par. 28-1)
24    Sec. 28-1. Copies and prices filed - Bond. No publisher or
25retail dealer person shall offer any school instructional

 

 

10100SB2096ham001- 89 -LRB101 09856 AXK 60848 a

1materials for adoption, sale, or exchange in the State until it
2he has complied with the following conditions:
3    1. The publisher or retail dealer shall publish on its
4website by July 15 each year a sworn statement He shall file
5with the State Board of Education, annually, by July 15, a
6sworn statement of the usual list price, the lowest net
7wholesale price, and the lowest net exchange price at which the
8material is sold or exchanged for old material on the same
9subject of like grade and kind but of a different series taken
10in part payment thereof.
11    2. The publisher or retail dealer shall obtain He shall
12file with the State Board of Education a bond payable to the
13People of the State of Illinois with a surety company
14authorized to do business in the State of Illinois as surety
15thereon , in a penal sum to be determined by the State Board of
16Education, of not less than $2,000 $2000 nor more than $10,000
17conditioned as follows:
18    (a) That the publisher or retail dealer he will furnish
19annually any of the materials listed on the sworn statement on
20its website in any annual statement filed by him to any school
21district and any school corporation in this State at the lowest
22net prices contained in the statements and that it he will
23maintain said prices uniformly throughout the State.
24    (b) That the publisher or retail dealer he will reduce such
25net prices in Illinois whenever they are reduced elsewhere in
26the United States, and shall publish on its website that he

 

 

10100SB2096ham001- 90 -LRB101 09856 AXK 60848 a

1will file with the State Board of Education a sworn statement
2of reductions made elsewhere, so that at no time shall any
3instructional material so filed and listed by the publisher or
4retail dealer him be sold in this State at a higher net price
5than is received for such material elsewhere in the United
6States.
7    (c) The publisher or retail dealer He shall not enter into
8any understanding, agreement or combination to control the
9prices or to restrict competition in the sale of instructional
10materials.
11(Source: P.A. 81-1508.)
 
12    (105 ILCS 5/28-4)  (from Ch. 122, par. 28-4)
13    Sec. 28-4. Notice of violations - Proceedings for
14forfeiture of bond. The school board of each district wherein
15the instructional materials listed under the provisions of this
16Article have been adopted shall notify the State Board of
17Education of any violation of any of the conditions contained
18in said bond. The State Board of Education may shall thereupon
19notify the person guilty of the violation and if such person
20disregards the notification and fails to comply with the
21requirements of the contract, the State Board of Education may
22shall institute legal proceedings for the forfeiture of the
23bond.
24(Source: P.A. 81-1508.)
 

 

 

10100SB2096ham001- 91 -LRB101 09856 AXK 60848 a

1    (105 ILCS 5/28-7)  (from Ch. 122, par. 28-7)
2    Sec. 28-7. Retail prices of books. It is unlawful for any
3retail dealer in textbooks to sell any books listed on the
4sworn statement published on the retail dealer's website with
5the State Board of Education at a price to exceed a 15% advance
6on the net prices as so listed.
7(Source: P.A. 81-1508.)
 
8    (105 ILCS 5/28-8)  (from Ch. 122, par. 28-8)
9    Sec. 28-8. Purchase by districts for resale at cost. School
10districts may purchase textbooks and electronic textbooks and
11the technological equipment necessary to gain access to and use
12electronic textbooks from the publishers and manufacturers at
13the prices listed on the sworn statement published on the
14retail dealer's website with the State Board of Education and
15sell them to the pupils at the listed prices or at such prices
16as will include the cost of transportation and handling.
17(Source: P.A. 96-1403, eff. 7-29-10.)
 
18    (105 ILCS 5/28-9)  (from Ch. 122, par. 28-9)
19    Sec. 28-9. Purchase by districts - Designation of agent for
20sale. School districts may purchase out of contingent funds
21school textbooks or electronic textbooks, instructional
22materials, and the technological equipment necessary to gain
23access to and use electronic textbooks from the publishers and
24manufacturers at the prices listed on the sworn statement

 

 

10100SB2096ham001- 92 -LRB101 09856 AXK 60848 a

1published on the retail dealer's website with the State Board
2of Education and may designate a retail dealer or dealers to
3act as the agent of the district in selling them to pupils.
4Such dealers shall at stated times make settlement with the
5district for books sold. Such dealers shall not sell textbooks
6at prices which exceed a 10% advance on the net prices as
7listed on the sworn statement with the State Board of
8Education.
9(Source: P.A. 96-1403, eff. 7-29-10.)
 
10    (105 ILCS 5/28-21)  (from Ch. 122, par. 28-21)
11    Sec. 28-21. The State Board of Education shall require each
12publisher of any printed textbook or electronic textbook that
13is listed for use by the State Board of Education under this
14Article or that is furnished at public expense under Sections
1528-14 through 28-19 and is first published after July 19, 2006
16to furnish, as provided in this Section, an accessible
17electronic file set of contracted print material to the
18National Instructional Materials Access Center, which shall
19then be available to the State Board of Education or its
20authorized user for the purpose of conversion to an accessible
21format for use by a child with a print disability and for
22distribution to local education agencies. An "accessible
23electronic file" means a file that conforms to specifications
24of the national file format adopted by the United States
25Department of Education. Other terms used in this Section shall

 

 

10100SB2096ham001- 93 -LRB101 09856 AXK 60848 a

1be construed in compliance with the federal Individuals with
2Disabilities Education Act and related regulations.
3(Source: P.A. 95-415, eff. 8-24-07; 96-1403, eff. 7-29-10.)
 
4    Section 99. Effective date. This Act takes effect upon
5becoming law.".