Illinois General Assembly - Full Text of HB5634
Illinois General Assembly

Previous General Assemblies

Full Text of HB5634  100th General Assembly

HB5634 100TH GENERAL ASSEMBLY

  
  

 


 
100TH GENERAL ASSEMBLY
State of Illinois
2017 and 2018
HB5634

 

Introduced , by Rep. Allen Skillicorn

 

SYNOPSIS AS INTRODUCED:
 
105 ILCS 5/18-8.15

    Amends the School Code. With regard to evidence-based funding, provides that an Organizational Unit may not use funds distributed to the Organizational Unit to make a payment toward travel, lodging, or dining expenses. Effective immediately.


LRB100 18769 AXK 34005 b

FISCAL NOTE ACT MAY APPLY
STATE MANDATES ACT MAY REQUIRE REIMBURSEMENT

 

 

A BILL FOR

 

HB5634LRB100 18769 AXK 34005 b

1    AN ACT concerning education.
 
2    Be it enacted by the People of the State of Illinois,
3represented in the General Assembly:
 
4    Section 5. The School Code is amended by changing Section
518-8.15 as follows:
 
6    (105 ILCS 5/18-8.15)
7    Sec. 18-8.15. Evidence-based funding for student success
8for the 2017-2018 and subsequent school years.
9    (a) General provisions.
10        (1) The purpose of this Section is to ensure that, by
11    June 30, 2027 and beyond, this State has a kindergarten
12    through grade 12 public education system with the capacity
13    to ensure the educational development of all persons to the
14    limits of their capacities in accordance with Section 1 of
15    Article X of the Constitution of the State of Illinois. To
16    accomplish that objective, this Section creates a method of
17    funding public education that is evidence-based; is
18    sufficient to ensure every student receives a meaningful
19    opportunity to learn irrespective of race, ethnicity,
20    sexual orientation, gender, or community-income level; and
21    is sustainable and predictable. When fully funded under
22    this Section, every school shall have the resources, based
23    on what the evidence indicates is needed, to:

 

 

HB5634- 2 -LRB100 18769 AXK 34005 b

1            (A) provide all students with a high quality
2        education that offers the academic, enrichment, social
3        and emotional support, technical, and career-focused
4        programs that will allow them to become competitive
5        workers, responsible parents, productive citizens of
6        this State, and active members of our national
7        democracy;
8            (B) ensure all students receive the education they
9        need to graduate from high school with the skills
10        required to pursue post-secondary education and
11        training for a rewarding career;
12            (C) reduce, with a goal of eliminating, the
13        achievement gap between at-risk and non-at-risk
14        students by raising the performance of at-risk
15        students and not by reducing standards; and
16            (D) ensure this State satisfies its obligation to
17        assume the primary responsibility to fund public
18        education and simultaneously relieve the
19        disproportionate burden placed on local property taxes
20        to fund schools.
21        (2) The evidence-based funding formula under this
22    Section shall be applied to all Organizational Units in
23    this State. The evidence-based funding formula outlined in
24    this Act is based on the formula outlined in Senate Bill 1
25    of the 100th General Assembly, as passed by both
26    legislative chambers. As further defined and described in

 

 

HB5634- 3 -LRB100 18769 AXK 34005 b

1    this Section, there are 4 major components of the
2    evidence-based funding model:
3            (A) First, the model calculates a unique adequacy
4        target for each Organizational Unit in this State that
5        considers the costs to implement research-based
6        activities, the unit's student demographics, and
7        regional wage difference.
8            (B) Second, the model calculates each
9        Organizational Unit's local capacity, or the amount
10        each Organizational Unit is assumed to contribute
11        towards its adequacy target from local resources.
12            (C) Third, the model calculates how much funding
13        the State currently contributes to the Organizational
14        Unit, and adds that to the unit's local capacity to
15        determine the unit's overall current adequacy of
16        funding.
17            (D) Finally, the model's distribution method
18        allocates new State funding to those Organizational
19        Units that are least well-funded, considering both
20        local capacity and State funding, in relation to their
21        adequacy target.
22        (3) An Organizational Unit receiving any funding under
23    this Section may apply those funds to any fund so received
24    for which that Organizational Unit is authorized to make
25    expenditures by law. However, an Organizational Unit may
26    not use funds distributed to the Organizational Unit under

 

 

HB5634- 4 -LRB100 18769 AXK 34005 b

1    this Section to make a payment toward travel, lodging, or
2    dining expenses.
3        (4) As used in this Section, the following terms shall
4    have the meanings ascribed in this paragraph (4):
5        "Adequacy Target" is defined in paragraph (1) of
6    subsection (b) of this Section.
7        "Adjusted EAV" is defined in paragraph (4) of
8    subsection (d) of this Section.
9        "Adjusted Local Capacity Target" is defined in
10    paragraph (3) of subsection (c) of this Section.
11        "Adjusted Operating Tax Rate" means a tax rate for all
12    Organizational Units, for which the State Superintendent
13    shall calculate and subtract for the Operating Tax Rate a
14    transportation rate based on total expenses for
15    transportation services under this Code, as reported on the
16    most recent Annual Financial Report in Pupil
17    Transportation Services, function 2550 in both the
18    Education and Transportation funds and functions 4110 and
19    4120 in the Transportation fund, less any corresponding
20    fiscal year State of Illinois scheduled payments excluding
21    net adjustments for prior years for regular, vocational, or
22    special education transportation reimbursement pursuant to
23    Section 29-5 or subsection (b) of Section 14-13.01 of this
24    Code divided by the Adjusted EAV. If an Organizational
25    Unit's corresponding fiscal year State of Illinois
26    scheduled payments excluding net adjustments for prior

 

 

HB5634- 5 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 6 -LRB100 18769 AXK 34005 b

1    included in an Organizational Unit's Low-Income Count, as
2    well as all English learner and disabled students attending
3    the Organizational Unit, shall be considered at-risk
4    students under this Section.
5        "Average Student Enrollment" or "ASE" means, for an
6    Organizational Unit in a given school year, the greater of
7    the average number of students (grades K through 12)
8    reported to the State Board as enrolled in the
9    Organizational Unit on October 1 and March 1, plus the
10    special education pre-kindergarten students with services
11    of at least more than 2 hours a day as reported to the
12    State Board on December 1, in the immediately preceding
13    school year or the average number of students (grades K
14    through 12) reported to the State Board as enrolled in the
15    Organizational Unit on October 1 and March 1, plus the
16    special education pre-kindergarten students with services
17    of at least more than 2 hours a day as reported to the
18    State Board on December 1, for each of the immediately
19    preceding 3 school years. For the purposes of this
20    definition, "enrolled in the Organizational Unit" means
21    the number of students reported to the State Board who are
22    enrolled in schools within the Organizational Unit that the
23    student attends or would attend if not placed or
24    transferred to another school or program to receive needed
25    services. For the purposes of calculating "ASE", all
26    students, grades K through 12, excluding those attending

 

 

HB5634- 7 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 8 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 9 -LRB100 18769 AXK 34005 b

1    the CWI initially developed by the National Center for
2    Education Statistics, as most recently updated by Texas A &
3    M University. In the fourth and subsequent years of
4    Evidence-Based Funding implementation, the State
5    Superintendent shall re-determine the CWI using a similar
6    methodology to that identified in the Texas A & M
7    University study, with adjustments made no less frequently
8    than once every 5 years.
9        "Computer technology and equipment" means computers
10    servers, notebooks, network equipment, copiers, printers,
11    instructional software, security software, curriculum
12    management courseware, and other similar materials and
13    equipment.
14        "Core subject" means mathematics; science; reading,
15    English, writing, and language arts; history and social
16    studies; world languages; and subjects taught as Advanced
17    Placement in high schools.
18        "Core teacher" means a regular classroom teacher in
19    elementary schools and teachers of a core subject in middle
20    and high schools.
21        "Core Intervention teacher (tutor)" means a licensed
22    teacher providing one-on-one or small group tutoring to
23    students struggling to meet proficiency in core subjects.
24        "CPPRT" means corporate personal property replacement
25    tax funds paid to an Organizational Unit during the
26    calendar year one year before the calendar year in which a

 

 

HB5634- 10 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 11 -LRB100 18769 AXK 34005 b

1    this Code participating in a program of transitional
2    bilingual education or a transitional program of
3    instruction meeting the requirements and program
4    application procedures of Article 14C of this Code. For the
5    purposes of collecting the number of EL students enrolled,
6    the same collection and calculation methodology as defined
7    above for "ASE" shall apply to English learners.
8        "Essential Elements" means those elements, resources,
9    and educational programs that have been identified through
10    academic research as necessary to improve student success,
11    improve academic performance, close achievement gaps, and
12    provide for other per student costs related to the delivery
13    and leadership of the Organizational Unit, as well as the
14    maintenance and operations of the unit, and which are
15    specified in paragraph (2) of subsection (b) of this
16    Section.
17        "Evidence-Based Funding" means State funding provided
18    to an Organizational Unit pursuant to this Section.
19        "Extended day" means academic and enrichment programs
20    provided to students outside the regular school day before
21    and after school or during non-instructional times during
22    the school day.
23        "Extension Limitation Ratio" means a numerical ratio
24    in which the numerator is the Base Tax Year's Extension and
25    the denominator is the Preceding Tax Year's Extension.
26        "Final Percent of Adequacy" is defined in paragraph (4)

 

 

HB5634- 12 -LRB100 18769 AXK 34005 b

1    of subsection (f) of this Section.
2        "Final Resources" is defined in paragraph (3) of
3    subsection (f) of this Section.
4        "Full-time equivalent" or "FTE" means the full-time
5    equivalency compensation for staffing the relevant
6    position at an Organizational Unit.
7        "Funding Gap" is defined in paragraph (1) of subsection
8    (g).
9        "Guidance counselor" means a licensed guidance
10    counselor who provides guidance and counseling support for
11    students within an Organizational Unit.
12        "Hybrid District" means a partial elementary unit
13    district created pursuant to Article 11E of this Code.
14        "Instructional assistant" means a core or special
15    education, non-licensed employee who assists a teacher in
16    the classroom and provides academic support to students.
17        "Instructional facilitator" means a qualified teacher
18    or licensed teacher leader who facilitates and coaches
19    continuous improvement in classroom instruction; provides
20    instructional support to teachers in the elements of
21    research-based instruction or demonstrates the alignment
22    of instruction with curriculum standards and assessment
23    tools; develops or coordinates instructional programs or
24    strategies; develops and implements training; chooses
25    standards-based instructional materials; provides teachers
26    with an understanding of current research; serves as a

 

 

HB5634- 13 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 14 -LRB100 18769 AXK 34005 b

1    preceding 3 school years who, as of July 1 of the
2    immediately preceding fiscal year (as determined by the
3    Department of Human Services), are eligible for at least
4    one of the following low income programs: Medicaid, the
5    Children's Health Insurance Program, TANF, or the
6    Supplemental Nutrition Assistance Program, excluding
7    pupils who are eligible for services provided by the
8    Department of Children and Family Services. Until such time
9    that grade level low-income populations become available,
10    grade level low-income populations shall be determined by
11    applying the low-income percentage to total student
12    enrollments by grade level. The low-income percentage is
13    determined by dividing the Low-Income Count by the Average
14    Student Enrollment.
15        "Maintenance and operations" means custodial services,
16    facility and ground maintenance, facility operations,
17    facility security, routine facility repairs, and other
18    similar services and functions.
19        "Minimum Funding Level" is defined in paragraph (9) of
20    subsection (g) of this Section.
21        "New Property Tax Relief Pool Funds" means, for any
22    given fiscal year, all State funds appropriated under
23    Section 2-3.170 of the School Code.
24        "New State Funds" means, for a given school year, all
25    State funds appropriated for Evidence-Based Funding in
26    excess of the amount needed to fund the Base Funding

 

 

HB5634- 15 -LRB100 18769 AXK 34005 b

1    Minimum for all Organizational Units in that school year.
2        "Net State Contribution Target" means, for a given
3    school year, the amount of State funds that would be
4    necessary to fully meet the Adequacy Target of an
5    Operational Unit minus the Preliminary Resources available
6    to each unit.
7        "Nurse" means an individual licensed as a certified
8    school nurse, in accordance with the rules established for
9    nursing services by the State Board, who is an employee of
10    and is available to provide health care-related services
11    for students of an Organizational Unit.
12        "Operating Tax Rate" means the rate utilized in the
13    previous year to extend property taxes for all purposes,
14    except, Bond and Interest, Summer School, Rent, Capital
15    Improvement, and Vocational Education Building purposes.
16    For Hybrid Districts, the Operating Tax Rate shall be the
17    combined elementary and high school rates utilized in the
18    previous year to extend property taxes for all purposes,
19    except, Bond and Interest, Summer School, Rent, Capital
20    Improvement, and Vocational Education Building purposes.
21        "Organizational Unit" means a Laboratory School, an
22    Alternative School, or any public school district that is
23    recognized as such by the State Board and that contains
24    elementary schools typically serving kindergarten through
25    5th grades, middle schools typically serving 6th through
26    8th grades, or high schools typically serving 9th through

 

 

HB5634- 16 -LRB100 18769 AXK 34005 b

1    12th grades. The General Assembly acknowledges that the
2    actual grade levels served by a particular Organizational
3    Unit may vary slightly from what is typical.
4        "Organizational Unit CWI" is determined by calculating
5    the CWI in the region and original county in which an
6    Organizational Unit's primary administrative office is
7    located as set forth in this paragraph, provided that if
8    the Organizational Unit CWI as calculated in accordance
9    with this paragraph is less than 0.9, the Organizational
10    Unit CWI shall be increased to 0.9. Each county's current
11    CWI value shall be adjusted based on the CWI value of that
12    county's neighboring Illinois counties, to create a
13    "weighted adjusted index value". This shall be calculated
14    by summing the CWI values of all of a county's adjacent
15    Illinois counties and dividing by the number of adjacent
16    Illinois counties, then taking the weighted value of the
17    original county's CWI value and the adjacent Illinois
18    county average. To calculate this weighted value, if the
19    number of adjacent Illinois counties is greater than 2, the
20    original county's CWI value will be weighted at 0.25 and
21    the adjacent Illinois county average will be weighted at
22    0.75. If the number of adjacent Illinois counties is 2, the
23    original county's CWI value will be weighted at 0.33 and
24    the adjacent Illinois county average will be weighted at
25    0.66. The greater of the county's current CWI value and its
26    weighted adjusted index value shall be used as the

 

 

HB5634- 17 -LRB100 18769 AXK 34005 b

1    Organizational Unit CWI.
2        "Preceding Tax Year" means the property tax levy year
3    immediately preceding the Base Tax Year.
4        "Preceding Tax Year's Extension" means the product of
5    the equalized assessed valuation utilized by the county
6    clerk in the Preceding Tax Year multiplied by the Operating
7    Tax Rate.
8        "Preliminary Percent of Adequacy" is defined in
9    paragraph (2) of subsection (f) of this Section.
10        "Preliminary Resources" is defined in paragraph (2) of
11    subsection (f) of this Section.
12        "Principal" means a school administrator duly endorsed
13    to be employed as a principal in this State.
14        "Professional development" means training programs for
15    licensed staff in schools, including, but not limited to,
16    programs that assist in implementing new curriculum
17    programs, provide data focused or academic assessment data
18    training to help staff identify a student's weaknesses and
19    strengths, target interventions, improve instruction,
20    encompass instructional strategies for English learner,
21    gifted, or at-risk students, address inclusivity, cultural
22    sensitivity, or implicit bias, or otherwise provide
23    professional support for licensed staff.
24        "Prototypical" means 450 special education
25    pre-kindergarten and kindergarten through grade 5 students
26    for an elementary school, 450 grade 6 through 8 students

 

 

HB5634- 18 -LRB100 18769 AXK 34005 b

1    for a middle school, and 600 grade 9 through 12 students
2    for a high school.
3        "PTELL" means the Property Tax Extension Limitation
4    Law.
5        "PTELL EAV" is defined in paragraph (4) of subsection
6    (d) of this Section.
7        "Pupil support staff" means a nurse, psychologist,
8    social worker, family liaison personnel, or other staff
9    member who provides support to at-risk or struggling
10    students.
11        "Real Receipts" is defined in paragraph (1) of
12    subsection (d) of this Section.
13        "Regionalization Factor" means, for a particular
14    Organizational Unit, the figure derived by dividing the
15    Organizational Unit CWI by the Statewide Weighted CWI.
16        "School site staff" means the primary school secretary
17    and any additional clerical personnel assigned to a school.
18        "Special education" means special educational
19    facilities and services, as defined in Section 14-1.08 of
20    this Code.
21        "Special Education Allocation" means the amount of an
22    Organizational Unit's final Adequacy Target attributable
23    to special education divided by the Organizational Unit's
24    final Adequacy Target, the product of which shall be
25    multiplied by the amount of new funding received pursuant
26    to this Section. An Organizational Unit's final Adequacy

 

 

HB5634- 19 -LRB100 18769 AXK 34005 b

1    Target attributable to special education shall include all
2    special education investment adequacy elements.
3        "Specialist teacher" means a teacher who provides
4    instruction in subject areas not included in core subjects,
5    including, but not limited to, art, music, physical
6    education, health, driver education, career-technical
7    education, and such other subject areas as may be mandated
8    by State law or provided by an Organizational Unit.
9        "Specially Funded Unit" means an Alternative School,
10    safe school, Department of Juvenile Justice school,
11    special education cooperative or entity recognized by the
12    State Board as a special education cooperative,
13    State-approved charter school, or alternative learning
14    opportunities program that received direct funding from
15    the State Board during the 2016-2017 school year through
16    any of the funding sources included within the calculation
17    of the Base Funding Minimum or Glenwood Academy.
18        "Supplemental Grant Funding" means supplemental
19    general State aid funding received by an Organization Unit
20    during the 2016-2017 school year pursuant to subsection (H)
21    of Section 18-8.05 of this Code.
22        "State Adequacy Level" is the sum of the Adequacy
23    Targets of all Organizational Units.
24        "State Board" means the State Board of Education.
25        "State Superintendent" means the State Superintendent
26    of Education.

 

 

HB5634- 20 -LRB100 18769 AXK 34005 b

1        "Statewide Weighted CWI" means a figure determined by
2    multiplying each Organizational Unit CWI times the ASE for
3    that Organizational Unit creating a weighted value,
4    summing all Organizational Unit's weighted values, and
5    dividing by the total ASE of all Organizational Units,
6    thereby creating an average weighted index.
7        "Student activities" means non-credit producing
8    after-school programs, including, but not limited to,
9    clubs, bands, sports, and other activities authorized by
10    the school board of the Organizational Unit.
11        "Substitute teacher" means an individual teacher or
12    teaching assistant who is employed by an Organizational
13    Unit and is temporarily serving the Organizational Unit on
14    a per diem or per period-assignment basis replacing another
15    staff member.
16        "Summer school" means academic and enrichment programs
17    provided to students during the summer months outside of
18    the regular school year.
19        "Supervisory aide" means a non-licensed staff member
20    who helps in supervising students of an Organizational
21    Unit, but does so outside of the classroom, in situations
22    such as, but not limited to, monitoring hallways and
23    playgrounds, supervising lunchrooms, or supervising
24    students when being transported in buses serving the
25    Organizational Unit.
26        "Target Ratio" is defined in paragraph (4) of

 

 

HB5634- 21 -LRB100 18769 AXK 34005 b

1    subsection (g).
2        "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
3    in paragraph (3) of subsection (g).
4        "Tier 1 Aggregate Funding", "Tier 2 Aggregate
5    Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
6    Funding" are defined in paragraph (1) of subsection (g).
7    (b) Adequacy Target calculation.
8        (1) Each Organizational Unit's Adequacy Target is the
9    sum of the Organizational Unit's cost of providing
10    Essential Elements, as calculated in accordance with this
11    subsection (b), with the salary amounts in the Essential
12    Elements multiplied by a Regionalization Factor calculated
13    pursuant to paragraph (3) of this subsection (b).
14        (2) The Essential Elements are attributable on a pro
15    rata basis related to defined subgroups of the ASE of each
16    Organizational Unit as specified in this paragraph (2),
17    with investments and FTE positions pro rata funded based on
18    ASE counts in excess or less than the thresholds set forth
19    in this paragraph (2). The method for calculating
20    attributable pro rata costs and the defined subgroups
21    thereto are as follows:
22            (A) Core class size investments. Each
23        Organizational Unit shall receive the funding required
24        to support that number of FTE core teacher positions as
25        is needed to keep the respective class sizes of the
26        Organizational Unit to the following maximum numbers:

 

 

HB5634- 22 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 23 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 24 -LRB100 18769 AXK 34005 b

1        position.
2            (F) Core guidance counselor investments. Each
3        Organizational Unit shall receive the funding needed
4        to cover one FTE guidance counselor for each 450
5        combined ASE of pre-kindergarten children with
6        disabilities and all kindergarten through grade 5
7        students, plus one FTE guidance counselor for each 250
8        grades 6 through 8 ASE middle school students, plus one
9        FTE guidance counselor for each 250 grades 9 through 12
10        ASE high school students.
11            (G) Nurse investments. Each Organizational Unit
12        shall receive the funding needed to cover one FTE nurse
13        for each 750 combined ASE of pre-kindergarten children
14        with disabilities and all kindergarten through grade
15        12 students across all grade levels it serves.
16            (H) Supervisory aide investments. Each
17        Organizational Unit shall receive the funding needed
18        to cover one FTE for each 225 combined ASE of
19        pre-kindergarten children with disabilities and all
20        kindergarten through grade 5 students, plus one FTE for
21        each 225 ASE middle school students, plus one FTE for
22        each 200 ASE high school students.
23            (I) Librarian investments. Each Organizational
24        Unit shall receive the funding needed to cover one FTE
25        librarian for each prototypical elementary school,
26        middle school, and high school and one FTE aide or

 

 

HB5634- 25 -LRB100 18769 AXK 34005 b

1        media technician for every 300 combined ASE of
2        pre-kindergarten children with disabilities and all
3        kindergarten through grade 12 students.
4            (J) Principal investments. Each Organizational
5        Unit shall receive the funding needed to cover one FTE
6        principal position for each prototypical elementary
7        school, plus one FTE principal position for each
8        prototypical middle school, plus one FTE principal
9        position for each prototypical high school.
10            (K) Assistant principal investments. Each
11        Organizational Unit shall receive the funding needed
12        to cover one FTE assistant principal position for each
13        prototypical elementary school, plus one FTE assistant
14        principal position for each prototypical middle
15        school, plus one FTE assistant principal position for
16        each prototypical high school.
17            (L) School site staff investments. Each
18        Organizational Unit shall receive the funding needed
19        for one FTE position for each 225 ASE of
20        pre-kindergarten children with disabilities and all
21        kindergarten through grade 5 students, plus one FTE
22        position for each 225 ASE middle school students, plus
23        one FTE position for each 200 ASE high school students.
24            (M) Gifted investments. Each Organizational Unit
25        shall receive $40 per kindergarten through grade 12
26        ASE.

 

 

HB5634- 26 -LRB100 18769 AXK 34005 b

1            (N) Professional development investments. Each
2        Organizational Unit shall receive $125 per student of
3        the combined ASE of pre-kindergarten children with
4        disabilities and all kindergarten through grade 12
5        students for trainers and other professional
6        development-related expenses for supplies and
7        materials.
8            (O) Instructional material investments. Each
9        Organizational Unit shall receive $190 per student of
10        the combined ASE of pre-kindergarten children with
11        disabilities and all kindergarten through grade 12
12        students to cover instructional material costs.
13            (P) Assessment investments. Each Organizational
14        Unit shall receive $25 per student of the combined ASE
15        of pre-kindergarten children with disabilities and all
16        kindergarten through grade 12 students student to
17        cover assessment costs.
18            (Q) Computer technology and equipment investments.
19        Each Organizational Unit shall receive $285.50 per
20        student of the combined ASE of pre-kindergarten
21        children with disabilities and all kindergarten
22        through grade 12 students to cover computer technology
23        and equipment costs. For the 2018-2019 school year and
24        subsequent school years, Tier 1 and Tier 2
25        Organizational Units selected by the State Board
26        through a request for proposals process shall, upon the

 

 

HB5634- 27 -LRB100 18769 AXK 34005 b

1        State Board's approval of an Organizational Unit's
2        one-to-one computing technology plan, receive an
3        additional $285.50 per student of the combined ASE of
4        pre-kindergarten children with disabilities and all
5        kindergarten through grade 12 students to cover
6        computer technology and equipment costs. The State
7        Board may establish additional requirements for
8        Organizational Unit expenditures of funds received
9        pursuant to this subparagraph (Q). It is the intent of
10        this amendatory Act of the 100th General Assembly that
11        all Tier 1 and Tier 2 districts that apply for the
12        technology grant receive the addition to their
13        Adequacy Target, subject to compliance with the
14        requirements of the State Board.
15            (R) Student activities investments. Each
16        Organizational Unit shall receive the following
17        funding amounts to cover student activities: $100 per
18        kindergarten through grade 5 ASE student in elementary
19        school, plus $200 per ASE student in middle school,
20        plus $675 per ASE student in high school.
21            (S) Maintenance and operations investments. Each
22        Organizational Unit shall receive $1,038 per student
23        of the combined ASE of pre-kindergarten children with
24        disabilities and all kindergarten through grade 12 for
25        day-to-day maintenance and operations expenditures,
26        including salary, supplies, and materials, as well as

 

 

HB5634- 28 -LRB100 18769 AXK 34005 b

1        purchased services, but excluding employee benefits.
2        The proportion of salary for the application of a
3        Regionalization Factor and the calculation of benefits
4        is equal to $352.92.
5            (T) Central office investments. Each
6        Organizational Unit shall receive $742 per student of
7        the combined ASE of pre-kindergarten children with
8        disabilities and all kindergarten through grade 12
9        students to cover central office operations, including
10        administrators and classified personnel charged with
11        managing the instructional programs, business and
12        operations of the school district, and security
13        personnel. The proportion of salary for the
14        application of a Regionalization Factor and the
15        calculation of benefits is equal to $368.48.
16            (U) Employee benefit investments. Each
17        Organizational Unit shall receive 30% of the total of
18        all salary-calculated elements of the Adequacy Target,
19        excluding substitute teachers and student activities
20        investments, to cover benefit costs. For central
21        office and maintenance and operations investments, the
22        benefit calculation shall be based upon the salary
23        proportion of each investment. If at any time the
24        responsibility for funding the employer normal cost of
25        teacher pensions is assigned to school districts, then
26        that amount certified by the Teachers' Retirement

 

 

HB5634- 29 -LRB100 18769 AXK 34005 b

1        System of the State of Illinois to be paid by the
2        Organizational Unit for the preceding school year
3        shall be added to the benefit investment. For any
4        fiscal year in which a school district organized under
5        Article 34 of this Code is responsible for paying the
6        employer normal cost of teacher pensions, then that
7        amount of its employer normal cost plus the amount for
8        retiree health insurance as certified by the Public
9        School Teachers' Pension and Retirement Fund of
10        Chicago to be paid by the school district for the
11        preceding school year that is statutorily required to
12        cover employer normal costs and the amount for retiree
13        health insurance shall be added to the 30% specified in
14        this subparagraph (U). The Public School Teachers'
15        Pension and Retirement Fund of Chicago shall submit
16        such information as the State Superintendent may
17        require for the calculations set forth in this
18        subparagraph (U).
19            (V) Additional investments in low-income students.
20        In addition to and not in lieu of all other funding
21        under this paragraph (2), each Organizational Unit
22        shall receive funding based on the average teacher
23        salary for grades K through 12 to cover the costs of:
24                (i) one FTE intervention teacher (tutor)
25            position for every 125 Low-Income Count students;
26                (ii) one FTE pupil support staff position for

 

 

HB5634- 30 -LRB100 18769 AXK 34005 b

1            every 125 Low-Income Count students;
2                (iii) one FTE extended day teacher position
3            for every 120 Low-Income Count students; and
4                (iv) one FTE summer school teacher position
5            for every 120 Low-Income Count students.
6            (W) Additional investments in English learner
7        students. In addition to and not in lieu of all other
8        funding under this paragraph (2), each Organizational
9        Unit shall receive funding based on the average teacher
10        salary for grades K through 12 to cover the costs of:
11                (i) one FTE intervention teacher (tutor)
12            position for every 125 English learner students;
13                (ii) one FTE pupil support staff position for
14            every 125 English learner students;
15                (iii) one FTE extended day teacher position
16            for every 120 English learner students;
17                (iv) one FTE summer school teacher position
18            for every 120 English learner students; and
19                (v) one FTE core teacher position for every 100
20            English learner students.
21            (X) Special education investments. Each
22        Organizational Unit shall receive funding based on the
23        average teacher salary for grades K through 12 to cover
24        special education as follows:
25                (i) one FTE teacher position for every 141
26            combined ASE of pre-kindergarten children with

 

 

HB5634- 31 -LRB100 18769 AXK 34005 b

1            disabilities and all kindergarten through grade 12
2            students;
3                (ii) one FTE instructional assistant for every
4            141 combined ASE of pre-kindergarten children with
5            disabilities and all kindergarten through grade 12
6            students; and
7                (iii) one FTE psychologist position for every
8            1,000 combined ASE of pre-kindergarten children
9            with disabilities and all kindergarten through
10            grade 12 students.
11        (3) For calculating the salaries included within the
12    Essential Elements, the State Superintendent shall
13    annually calculate average salaries to the nearest dollar
14    using the employment information system data maintained by
15    the State Board, limited to public schools only and
16    excluding special education and vocational cooperatives,
17    schools operated by the Department of Juvenile Justice, and
18    charter schools, for the following positions:
19            (A) Teacher for grades K through 8.
20            (B) Teacher for grades 9 through 12.
21            (C) Teacher for grades K through 12.
22            (D) Guidance counselor for grades K through 8.
23            (E) Guidance counselor for grades 9 through 12.
24            (F) Guidance counselor for grades K through 12.
25            (G) Social worker.
26            (H) Psychologist.

 

 

HB5634- 32 -LRB100 18769 AXK 34005 b

1            (I) Librarian.
2            (J) Nurse.
3            (K) Principal.
4            (L) Assistant principal.
5        For the purposes of this paragraph (3), "teacher"
6    includes core teachers, specialist and elective teachers,
7    instructional facilitators, tutors, special education
8    teachers, pupil support staff teachers, English learner
9    teachers, extended-day teachers, and summer school
10    teachers. Where specific grade data is not required for the
11    Essential Elements, the average salary for corresponding
12    positions shall apply. For substitute teachers, the
13    average teacher salary for grades K through 12 shall apply.
14        For calculating the salaries included within the
15    Essential Elements for positions not included within EIS
16    Data, the following salaries shall be used in the first
17    year of implementation of Evidence-Based Funding:
18            (i) school site staff, $30,000; and
19            (ii) non-instructional assistant, instructional
20        assistant, library aide, library media tech, or
21        supervisory aide: $25,000.
22        In the second and subsequent years of implementation of
23    Evidence-Based Funding, the amounts in items (i) and (ii)
24    of this paragraph (3) shall annually increase by the ECI.
25        The salary amounts for the Essential Elements
26    determined pursuant to subparagraphs (A) through (L), (S)

 

 

HB5634- 33 -LRB100 18769 AXK 34005 b

1    and (T), and (V) through (X) of paragraph (2) of subsection
2    (b) of this Section shall be multiplied by a
3    Regionalization Factor.
4    (c) Local capacity calculation.
5        (1) Each Organizational Unit's Local Capacity
6    represents an amount of funding it is assumed to contribute
7    toward its Adequacy Target for purposes of the
8    Evidence-Based Funding formula calculation. "Local
9    Capacity" means either (i) the Organizational Unit's Local
10    Capacity Target as calculated in accordance with paragraph
11    (2) of this subsection (c) if its Real Receipts are equal
12    to or less than its Local Capacity Target or (ii) the
13    Organizational Unit's Adjusted Local Capacity, as
14    calculated in accordance with paragraph (3) of this
15    subsection (c) if Real Receipts are more than its Local
16    Capacity Target.
17        (2) "Local Capacity Target" means, for an
18    Organizational Unit, that dollar amount that is obtained by
19    multiplying its Adequacy Target by its Local Capacity
20    Ratio.
21            (A) An Organizational Unit's Local Capacity
22        Percentage is the conversion of the Organizational
23        Unit's Local Capacity Ratio, as such ratio is
24        determined in accordance with subparagraph (B) of this
25        paragraph (2), into a normal curve equivalent score to
26        determine each Organizational Unit's relative position

 

 

HB5634- 34 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 35 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 36 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 37 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 38 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 39 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 40 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 41 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 42 -LRB100 18769 AXK 34005 b

1    average of a 2-year EAV or its EAV in the immediately
2    preceding year if the EAV declines by 10% or more compared
3    to the 2-year average for the second year, and a 3-year
4    average EAV or its EAV in the immediately preceding year if
5    the adjusted EAV declines by 10% or more compared to the
6    3-year average for the third year.
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 or Evidence-Based Funding under this Section
16    and the Organizational Unit's Extension Limitation Ratio.
17    If an Organizational Unit has approved or does approve an
18    increase in its limiting rate, pursuant to Section 18-190
19    of the Property Tax Code, affecting the Base Tax Year, the
20    PTELL EAV shall be equal to the product of the equalized
21    assessed valuation last used in the calculation of general
22    State aid under Section 18-8.05 of this Code or
23    Evidence-Based Funding under this Section multiplied by an
24    amount equal to one plus the percentage increase, if any,
25    in the Consumer Price Index for All Urban Consumers for all
26    items published by the United States Department of Labor

 

 

HB5634- 43 -LRB100 18769 AXK 34005 b

1    for the 12-month calendar year preceding the Base Tax Year,
2    plus the equalized assessed valuation of new property,
3    annexed property, and recovered tax increment value and
4    minus the equalized assessed valuation of disconnected
5    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, other than a Specially
12    Funded Unit, shall be the amount of State funds distributed
13    to the Organizational Unit during the 2016-2017 school year
14    prior to any adjustments and specified appropriation
15    amounts described in this paragraph (1) from the following
16    Sections, as calculated by the State Superintendent:
17    Section 18-8.05 of this Code (general State aid); Section 5
18    of Article 224 of Public Act 99-524 (equity grants);
19    Section 14-7.02b of this Code (funding for children
20    requiring special education services); Section 14-13.01 of
21    this Code (special education facilities and staffing),
22    except for reimbursement of the cost of transportation
23    pursuant to Section 14-13.01; Section 14C-12 of this Code
24    (English learners); and Section 18-4.3 of this Code (summer
25    school), based on an appropriation level of $13,121,600.
26    For a school district organized under Article 34 of this

 

 

HB5634- 44 -LRB100 18769 AXK 34005 b

1    Code, the Base Funding Minimum also includes (i) the funds
2    allocated to the school district pursuant to Section 1D-1
3    of this Code attributable to funding programs authorized by
4    the Sections of this Code listed in the preceding sentence;
5    and (ii) the difference between (I) the funds allocated to
6    the school district pursuant to Section 1D-1 of this Code
7    attributable to the funding programs authorized by Section
8    14-7.02 (non-public special education reimbursement),
9    subsection (b) of Section 14-13.01 (special education
10    transportation), Section 29-5 (transportation), Section
11    2-3.80 (agricultural education), Section 2-3.66 (truants'
12    alternative education), Section 2-3.62 (educational
13    service centers), and Section 14-7.03 (special education -
14    orphanage) of this Code and Section 15 of the Childhood
15    Hunger Relief Act (free breakfast program) and (II) the
16    school district's actual expenditures for its non-public
17    special education, special education transportation,
18    transportation programs, agricultural education, truants'
19    alternative education, services that would otherwise be
20    performed by a regional office of education, special
21    education orphanage expenditures, and free breakfast, as
22    most recently calculated and reported pursuant to
23    subsection (f) of Section 1D-1 of this Code. For Specially
24    Funded Units, the Base Funding Minimum shall be the total
25    amount of State funds allotted to the Specially Funded Unit
26    during the 2016-2017 school year. The Base Funding Minimum

 

 

HB5634- 45 -LRB100 18769 AXK 34005 b

1    for Glenwood Academy shall be $625,500.
2        (2) For the 2018-2019 and subsequent school years, the
3    Base Funding Minimum of Organizational Units and Specially
4    Funded Units shall be the sum of (i) the amount of
5    Evidence-Based Funding for the prior school year and (ii)
6    the Base Funding Minimum for the prior school year.
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

 

 

HB5634- 46 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 47 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 48 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 49 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 50 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 51 -LRB100 18769 AXK 34005 b

1    Evidence-Based Funding formula. The target for State
2    funding of New Property Tax Relief Pool Funds is
3    $50,000,000 for State fiscal year 2019 and subsequent State
4    fiscal years. The Minimum Funding Level is equal to
5    $350,000,000. In addition to any New State Funds, no more
6    than $50,000,000 New Property Tax Relief Pool Funds may be
7    counted towards the Minimum Funding Level. If the sum of
8    New State Funds and applicable New Property Tax Relief Pool
9    Funds are less than the Minimum Funding Level, than funding
10    for tiers shall be reduced in the following manner:
11            (A) First, Tier 4 funding shall be reduced by an
12        amount equal to the difference between the Minimum
13        Funding Level and New State Funds until such time as
14        Tier 4 funding is exhausted.
15            (B) Next, Tier 3 funding shall be reduced by an
16        amount equal to the difference between the Minimum
17        Funding Level and New State Funds and the reduction in
18        Tier 4 funding until such time as Tier 3 funding is
19        exhausted.
20            (C) Next, Tier 2 funding shall be reduced by an
21        amount equal to the difference between the Minimum
22        Funding level and new State Funds and the reduction
23        Tier 4 and Tier 3.
24            (D) Finally, Tier 1 funding shall be reduced by an
25        amount equal to the difference between the Minimum
26        Funding level and New State Funds and the reduction in

 

 

HB5634- 52 -LRB100 18769 AXK 34005 b

1        Tier 2, 3, and 4 funding. In addition, the Allocation
2        Rate for Tier 1 shall be reduced to a percentage equal
3        to 50%, multiplied by the result of New State Funds
4        divided by the Minimum Funding Level.
5        (9.5) For State fiscal year 2019 and subsequent State
6    fiscal years, if New State Funds exceed $300,000,000, then
7    any amount in excess of $300,000,000 shall be dedicated for
8    purposes of Section 2-3.170 of this Code up to a maximum of
9    $50,000,000.
10        (10) In the event of a decrease in the amount of the
11    appropriation for this Section in any fiscal year after
12    implementation of this Section, the Organizational Units
13    receiving Tier 1 and Tier 2 funding, as determined under
14    paragraph (3) of this subsection (g), shall be held
15    harmless by establishing a Base Funding Guarantee equal to
16    the per pupil kindergarten through grade 12 funding
17    received in accordance with this Section in the prior
18    fiscal year. Reductions shall be made to the Base Funding
19    Minimum of Organizational Units in Tier 3 and Tier 4 on a
20    per pupil basis equivalent to the total number of the ASE
21    in Tier 3-funded and Tier 4-funded Organizational Units
22    divided by the total reduction in State funding. The Base
23    Funding Minimum as reduced shall continue to be applied to
24    Tier 3 and Tier 4 Organizational Units and adjusted by the
25    relative formula when increases in appropriations for this
26    Section resume. In no event may State funding reductions to

 

 

HB5634- 53 -LRB100 18769 AXK 34005 b

1    Organizational Units in Tier 3 or Tier 4 exceed an amount
2    that would be less than the Base Funding Minimum
3    established in the first year of implementation of this
4    Section. If additional reductions are required, all school
5    districts shall receive a reduction by a per pupil amount
6    equal to the aggregate additional appropriation reduction
7    divided by the total ASE of all Organizational Units.
8        (11) The State Superintendent shall make minor
9    adjustments to the distribution formula set forth in this
10    subsection (g) to account for the rounding of percentages
11    to the nearest tenth of a percentage and dollar amounts to
12    the nearest whole dollar.
13    (h) State Superintendent administration of funding and
14district submission requirements.
15        (1) The State Superintendent shall, in accordance with
16    appropriations made by the General Assembly, meet the
17    funding obligations created under this Section.
18        (2) The State Superintendent shall calculate the
19    Adequacy Target for each Organizational Unit and Net State
20    Contribution Target for each Organizational Unit under
21    this Section. The State Superintendent shall also certify
22    the actual amounts of the New State Funds payable for each
23    eligible Organizational Unit based on the equitable
24    distribution calculation to the unit's treasurer, as soon
25    as possible after such amounts are calculated, including
26    any applicable adjusted charge-off increase. No

 

 

HB5634- 54 -LRB100 18769 AXK 34005 b

1    Evidence-Based Funding shall be distributed within an
2    Organizational Unit without the approval of the unit's
3    school board.
4        (3) Annually, the State Superintendent shall calculate
5    and report to each Organizational Unit the unit's aggregate
6    financial adequacy amount, which shall be the sum of the
7    Adequacy Target for each Organizational Unit. The State
8    Superintendent shall calculate and report separately for
9    each Organizational Unit the unit's total State funds
10    allocated for its students with disabilities. The State
11    Superintendent shall calculate and report separately for
12    each Organizational Unit the amount of funding and
13    applicable FTE calculated for each Essential Element of the
14    unit's Adequacy Target.
15        (4) Annually, the State Superintendent shall calculate
16    and report to each Organizational Unit the amount the unit
17    must expend on special education and bilingual education
18    pursuant to the unit's Base Funding Minimum, Special
19    Education Allocation, and Bilingual Education Allocation.
20        (5) Moneys distributed under this Section shall be
21    calculated on a school year basis, but paid on a fiscal
22    year basis, with payments beginning in August and extending
23    through June. Unless otherwise provided, the moneys
24    appropriated for each fiscal year shall be distributed in
25    22 equal payments at least 2 times monthly to each
26    Organizational Unit. The State Board shall publish a yearly

 

 

HB5634- 55 -LRB100 18769 AXK 34005 b

1    distribution schedule at its meeting in June. If moneys
2    appropriated for any fiscal year are distributed other than
3    monthly, the distribution shall be on the same basis for
4    each Organizational Unit.
5        (6) Any school district that fails, for any given
6    school year, to maintain school as required by law or to
7    maintain a recognized school is not eligible to receive
8    Evidence-Based Funding. In case of non-recognition of one
9    or more attendance centers in a school district otherwise
10    operating recognized schools, the claim of the district
11    shall be reduced in the proportion that the enrollment in
12    the attendance center or centers bears to the enrollment of
13    the school district. "Recognized school" means any public
14    school that meets the standards for recognition by the
15    State Board. A school district or attendance center not
16    having recognition status at the end of a school term is
17    entitled to receive State aid payments due upon a legal
18    claim that was filed while it was recognized.
19        (7) School district claims filed under this Section are
20    subject to Sections 18-9 and 18-12 of this Code, except as
21    otherwise provided in this Section.
22        (8) Each fiscal year, the State Superintendent shall
23    calculate for each Organizational Unit an amount of its
24    Base Funding Minimum and Evidence-Based Funding that shall
25    be deemed attributable to the provision of special
26    educational facilities and services, as defined in Section

 

 

HB5634- 56 -LRB100 18769 AXK 34005 b

1    14-1.08 of this Code, in a manner that ensures compliance
2    with maintenance of State financial support requirements
3    under the federal Individuals with Disabilities Education
4    Act. An Organizational Unit must use such funds only for
5    the provision of special educational facilities and
6    services, as defined in Section 14-1.08 of this Code, and
7    must comply with any expenditure verification procedures
8    adopted by the State Board.
9        (9) All Organizational Units in this State must submit
10    annual spending plans by the end of September of each year
11    to the State Board as part of the annual budget process,
12    which shall describe how each Organizational Unit will
13    utilize the Base Minimum Funding and Evidence-Based
14    funding it receives from this State under this Section with
15    specific identification of the intended utilization of
16    Low-Income, English learner, and special education
17    resources. Additionally, the annual spending plans of each
18    Organizational Unit shall describe how the Organizational
19    Unit expects to achieve student growth and how the
20    Organizational Unit will achieve State education goals, as
21    defined by the State Board. The State Superintendent may,
22    from time to time, identify additional requisites for
23    Organizational Units to satisfy when compiling the annual
24    spending plans required under this subsection (h). The
25    format and scope of annual spending plans shall be
26    developed by the State Superintendent in conjunction with

 

 

HB5634- 57 -LRB100 18769 AXK 34005 b

1    the Professional Review Panel.
2        (10) No later than January 1, 2018, the State
3    Superintendent shall develop a 5-year strategic plan for
4    all Organizational Units to help in planning for adequacy
5    funding under this Section. The State Superintendent shall
6    submit the plan to the Governor and the General Assembly,
7    as provided in Section 3.1 of the General Assembly
8    Organization Act. The plan shall include recommendations
9    for:
10            (A) a framework for collaborative, professional,
11        innovative, and 21st century learning environments
12        using the Evidence-Based Funding model;
13            (B) ways to prepare and support this State's
14        educators for successful instructional careers;
15            (C) application and enhancement of the current
16        financial accountability measures, the approved State
17        plan to comply with the federal Every Student Succeeds
18        Act, and the Illinois Balanced Accountability Measures
19        in relation to student growth and elements of the
20        Evidence-Based Funding model; and
21            (D) implementation of an effective school adequacy
22        funding system based on projected and recommended
23        funding levels from the General Assembly.
24    (i) Professional Review Panel.
25        (1) A Professional Review Panel is created to study and
26    review the implementation and effect of the Evidence-Based

 

 

HB5634- 58 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 59 -LRB100 18769 AXK 34005 b

1            (F) Two appointees that represent teachers,
2        recommended by another statewide organization that
3        represents teachers.
4            (G) Two appointees that represent regional
5        superintendents of schools, recommended by
6        organizations that represent regional superintendents.
7            (H) Two independent experts selected solely by the
8        State Superintendent.
9            (I) Two independent experts recommended by public
10        universities in this State.
11            (J) One member recommended by a statewide
12        organization that represents parents.
13            (K) Two representatives recommended by collective
14        impact organizations that represent major metropolitan
15        areas or geographic areas in Illinois.
16            (L) One member from a statewide organization
17        focused on research-based education policy to support
18        a school system that prepares all students for college,
19        a career, and democratic citizenship.
20            (M) One representative from a school district
21        organized under Article 34 of this Code.
22        The State Superintendent shall ensure that the
23    membership of the Panel includes representatives from
24    school districts and communities reflecting the
25    geographic, socio-economic, racial, and ethnic diversity
26    of this State. The State Superintendent shall additionally

 

 

HB5634- 60 -LRB100 18769 AXK 34005 b

1    ensure that the membership of the Panel includes
2    representatives with expertise in bilingual education and
3    special education. Staff from the State Board shall staff
4    the Panel.
5        (2) In addition to those Panel members appointed by the
6    State Superintendent, 4 members of the General Assembly
7    shall be appointed as follows: one member of the House of
8    Representatives appointed by the Speaker of the House of
9    Representatives, one member of the Senate appointed by the
10    President of the Senate, one member of the House of
11    Representatives appointed by the Minority Leader of the
12    House of Representatives, and one member of the Senate
13    appointed by the Minority Leader of the Senate. There shall
14    be one additional member appointed by the Governor. All
15    members appointed by legislative leaders or the Governor
16    shall be non-voting, ex officio members.
17        (3) On an annual basis, the State Superintendent shall
18    recalibrate the following per pupil elements of the
19    Adequacy Target and applied to the formulas, based on the
20    Panel's study of average expenses as reported in the most
21    recent annual financial report:
22            (A) gifted under subparagraph (M) of paragraph (2)
23        of subsection (b) of this Section;
24            (B) instructional materials under subparagraph (O)
25        of paragraph (2) of subsection (b) of this Section;
26            (C) assessment under subparagraph (P) of paragraph

 

 

HB5634- 61 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 62 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 63 -LRB100 18769 AXK 34005 b

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

 

 

HB5634- 64 -LRB100 18769 AXK 34005 b

1        paragraph (4.5) of subsection (a) of Section 2-3.71 of
2        this Code, and an analysis of the potential cost
3        savings that that level of Preschool for All Children
4        investment would have on the kindergarten through
5        grade 12 system.
6        (5) Within 5 years after the implementation of this
7    Section, the Panel shall complete an evaluative study of
8    the entire Evidence-Based Funding model, including an
9    assessment of whether or not the formula is achieving State
10    goals. The Panel shall report to the State Board, the
11    General Assembly, and the Governor on the findings of the
12    study.
13        (6) Within 3 years after the implementation of this
14    Section, the Panel shall evaluate and provide
15    recommendations to the Governor and the General Assembly on
16    the hold-harmless provisions of this Section found in the
17    Base Funding Minimum.
18    (j) References. Beginning July 1, 2017, references in other
19laws to general State aid funds or calculations under Section
2018-8.05 of this Code shall be deemed to be references to
21evidence-based model formula funds or calculations under this
22Section.
23(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18.)
 
24    Section 99. Effective date. This Act takes effect upon
25becoming law.