Full Text of HB0027 101st General Assembly
HB0027ham001 101ST GENERAL ASSEMBLY | Rep. André Thapedi Filed: 3/13/2019
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| 1 | | AMENDMENT TO HOUSE BILL 27
| 2 | | AMENDMENT NO. ______. Amend House Bill 27 by replacing | 3 | | everything after the enacting clause with the following:
| 4 | | "Section 1. Short title. This Act may be cited as the | 5 | | Vocational Academy Opportunity Act. | 6 | | Section 5. Establishment, location, funding, and | 7 | | admission. | 8 | | (a) There are initially created 2 public vocational | 9 | | academies, one
located in Cook County and the other in a | 10 | | downstate county
designated by the State Board of Education as | 11 | | downstate, which
shall be residential institutions. Each | 12 | | academy shall be
located within 5 linear miles of a major | 13 | | interstate in a
community where the average income of a | 14 | | household of 3 people
is no greater than 100% of the poverty | 15 | | guidelines updated
periodically in the Federal Register by the | 16 | | U.S. Department of
Health and Human Services under the |
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| 1 | | authority of 42 U.S.C.
9902(2). The land value of the community | 2 | | in which each academy
is located may not exceed $7.50 per | 3 | | square foot. | 4 | | (b) Each academy shall be its own district, funded as a | 5 | | laboratory school under Section 18-8.15 of the School Code and | 6 | | through private contributions and endowments. The State Board | 7 | | of Education shall determine the territory of the 2 districts | 8 | | by assigning one half of the high school and unit districts in | 9 | | this State to one academy and the other half to the other | 10 | | academy. Minimal fees for residential students may be charged, | 11 | | but the residential facilities must be operated on a cost | 12 | | recovery basis, including the cost of construction bond | 13 | | repayment. The construction costs of residential facilities | 14 | | shall be paid from construction bonds through approval by the | 15 | | voters in each of the districts. Each academy may
admit those | 16 | | students who have completed the academic equivalent
of the 9th | 17 | | grade and shall offer a program of secondary
coursework that is | 18 | | appropriate for students in the 10th, 11th,
and 12th grades and | 19 | | that offers courses that meet the
prerequisites to receiving a | 20 | | high school diploma under Section
27-22 of the School Code. | 21 | | Admission shall be determined by
competitive examination. The | 22 | | State Board of Education must adopt rules to determine the | 23 | | competitive examination that must be used. Subject to admission | 24 | | requirements, a student is eligible to attend either academy if | 25 | | his or her parent or guardian is a resident of this State. | 26 | | (c) To be eligible for funding as a laboratory school under |
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| 1 | | Section 18-8.15 of the School Code, each
academy must submit to | 2 | | the State Board of Education no later
than the 1st day of | 3 | | October of each year the number of students eligible to enroll | 4 | | in the academy for the following fiscal year. The budget shall | 5 | | be filed in accordance with Article 17 of the School Code, and | 6 | | each academy is subject to all requirements of that Article. | 7 | | Section 10. Academy board. Each academy must be governed by | 8 | | a board consisting of 11 members who are elected in the same | 9 | | manner as school board members under Article 9 of the School | 10 | | Code. Members of the academy board must be residents of the | 11 | | academy's district. | 12 | | Section 15. Academy board powers; employees. | 13 | | (a) The powers of each academy board shall be the same as | 14 | | those set forth for school board members under Article 10 of | 15 | | the School Code. | 16 | | (b) Classroom instruction at each academy must be offered | 17 | | by educators licensed under Article 21B of the School Code. The | 18 | | employment of teachers and other employees of an academy shall | 19 | | be governed by the provisions of the School Code as if the | 20 | | academy was a school district. | 21 | | Section 20. Academy property. The power of an academy to | 22 | | lease or purchase real or personal property shall be governed | 23 | | by the School Code as if the academy was a school district.
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| 1 | | Section 25. Indemnification. The indemnification of | 2 | | academy board members shall be governed by Section 10-20.20 of | 3 | | the School Code as if the academy board members were school | 4 | | board members. | 5 | | Section 90. The School Code is amended by changing Section | 6 | | 18-8.15 as follows: | 7 | | (105 ILCS 5/18-8.15) | 8 | | Sec. 18-8.15. Evidence-based funding for student success | 9 | | for the 2017-2018 and subsequent school years. | 10 | | (a) General provisions. | 11 | | (1) The purpose of this Section is to ensure that, by | 12 | | June 30, 2027 and beyond, this State has a kindergarten | 13 | | through grade 12 public education system with the capacity | 14 | | to ensure the educational development of all persons to the | 15 | | limits of their capacities in accordance with Section 1 of | 16 | | Article X of the Constitution of the State of Illinois. To | 17 | | accomplish that objective, this Section creates a method of | 18 | | funding public education that is evidence-based; is | 19 | | sufficient to ensure every student receives a meaningful | 20 | | opportunity to learn irrespective of race, ethnicity, | 21 | | sexual orientation, gender, or community-income level; and | 22 | | is sustainable and predictable. When fully funded under | 23 | | this Section, every school shall have the resources, based |
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| 1 | | on what the evidence indicates is needed, to: | 2 | | (A) provide all students with a high quality | 3 | | education that offers the academic, enrichment, social | 4 | | and emotional support, technical, and career-focused | 5 | | programs that will allow them to become competitive | 6 | | workers, responsible parents, productive citizens of | 7 | | this State, and active members of our national | 8 | | democracy; | 9 | | (B) ensure all students receive the education they | 10 | | need to graduate from high school with the skills | 11 | | required to pursue post-secondary education and | 12 | | training for a rewarding career; | 13 | | (C) reduce, with a goal of eliminating, the | 14 | | achievement gap between at-risk and non-at-risk | 15 | | students by raising the performance of at-risk | 16 | | students and not by reducing standards; and | 17 | | (D) ensure this State satisfies its obligation to | 18 | | assume the primary responsibility to fund public | 19 | | education and simultaneously relieve the | 20 | | disproportionate burden placed on local property taxes | 21 | | to fund schools. | 22 | | (2) The evidence-based funding formula under this | 23 | | Section shall be applied to all Organizational Units in | 24 | | this State. The evidence-based funding formula outlined in | 25 | | this Act is based on the formula outlined in Senate Bill 1 | 26 | | of the 100th General Assembly, as passed by both |
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| 1 | | legislative chambers. As further defined and described in | 2 | | this Section, there are 4 major components of the | 3 | | evidence-based funding model: | 4 | | (A) First, the model calculates a unique adequacy | 5 | | target for each Organizational Unit in this State that | 6 | | considers the costs to implement research-based | 7 | | activities, the unit's student demographics, and | 8 | | regional wage difference. | 9 | | (B) Second, the model calculates each | 10 | | Organizational Unit's local capacity, or the amount | 11 | | each Organizational Unit is assumed to contribute | 12 | | towards its adequacy target from local resources. | 13 | | (C) Third, the model calculates how much funding | 14 | | the State currently contributes to the Organizational | 15 | | Unit, and adds that to the unit's local capacity to | 16 | | determine the unit's overall current adequacy of | 17 | | funding. | 18 | | (D) Finally, the model's distribution method | 19 | | allocates new State funding to those Organizational | 20 | | Units that are least well-funded, considering both | 21 | | local capacity and State funding, in relation to their | 22 | | adequacy target. | 23 | | (3) An Organizational Unit receiving any funding under | 24 | | this Section may apply those funds to any fund so received | 25 | | for which that Organizational Unit is authorized to make | 26 | | expenditures by law. |
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| 1 | | (4) As used in this Section, the following terms shall | 2 | | have the meanings ascribed in this paragraph (4): | 3 | | "Adequacy Target" is defined in paragraph (1) of | 4 | | subsection (b) of this Section. | 5 | | "Adjusted EAV" is defined in paragraph (4) of | 6 | | subsection (d) of this Section. | 7 | | "Adjusted Local Capacity Target" is defined in | 8 | | paragraph (3) of subsection (c) of this Section. | 9 | | "Adjusted Operating Tax Rate" means a tax rate for all | 10 | | Organizational Units, for which the State Superintendent | 11 | | shall calculate and subtract for the Operating Tax Rate a | 12 | | transportation rate based on total expenses for | 13 | | transportation services under this Code, as reported on the | 14 | | most recent Annual Financial Report in Pupil | 15 | | Transportation Services, function 2550 in both the | 16 | | Education and Transportation funds and functions 4110 and | 17 | | 4120 in the Transportation fund, less any corresponding | 18 | | fiscal year State of Illinois scheduled payments excluding | 19 | | net adjustments for prior years for regular, vocational, or | 20 | | special education transportation reimbursement pursuant to | 21 | | Section 29-5 or subsection (b) of Section 14-13.01 of this | 22 | | Code divided by the Adjusted EAV. If an Organizational | 23 | | Unit's corresponding fiscal year State of Illinois | 24 | | scheduled payments excluding net adjustments for prior | 25 | | years for regular, vocational, or special education | 26 | | transportation reimbursement pursuant to Section 29-5 or |
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| 1 | | subsection (b) of Section 14-13.01 of this Code exceed the | 2 | | total transportation expenses, as defined in this | 3 | | paragraph, no transportation rate shall be subtracted from | 4 | | the Operating Tax Rate. | 5 | | "Allocation Rate" is defined in paragraph (3) of | 6 | | subsection (g) of this Section. | 7 | | "Alternative School" means a public school that is | 8 | | created and operated by a regional superintendent of | 9 | | schools and approved by the State Board. | 10 | | "Applicable Tax Rate" is defined in paragraph (1) of | 11 | | subsection (d) of this Section. | 12 | | "Assessment" means any of those benchmark, progress | 13 | | monitoring, formative, diagnostic, and other assessments, | 14 | | in addition to the State accountability assessment, that | 15 | | assist teachers' needs in understanding the skills and | 16 | | meeting the needs of the students they serve. | 17 | | "Assistant principal" means a school administrator | 18 | | duly endorsed to be employed as an assistant principal in | 19 | | this State. | 20 | | "At-risk student" means a student who is at risk of not | 21 | | meeting the Illinois Learning Standards or not graduating | 22 | | from elementary or high school and who demonstrates a need | 23 | | for vocational support or social services beyond that | 24 | | provided by the regular school program. All students | 25 | | included in an Organizational Unit's Low-Income Count, as | 26 | | well as all English learner and disabled students attending |
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| 1 | | the Organizational Unit, shall be considered at-risk | 2 | | students under this Section. | 3 | | "Average Student Enrollment" or "ASE" for fiscal year | 4 | | 2018 means, for an Organizational Unit, the greater of the | 5 | | average number of students (grades K through 12) reported | 6 | | to the State Board as enrolled in the Organizational Unit | 7 | | on October 1 in the immediately preceding school year, plus | 8 | | the pre-kindergarten students who receive special | 9 | | education services of 2 or more hours a day as reported to | 10 | | the State Board on December 1 in the immediately preceding | 11 | | school year, or the average number of students (grades K | 12 | | through 12) reported to the State Board as enrolled in the | 13 | | Organizational Unit on October 1, plus the | 14 | | pre-kindergarten students who receive special education | 15 | | services of 2 or more hours a day as reported to the State | 16 | | Board on December 1, for each of the immediately preceding | 17 | | 3 school years. For fiscal year 2019 and each subsequent | 18 | | fiscal year, "Average Student Enrollment" or "ASE" means, | 19 | | for an Organizational Unit, the greater of the average | 20 | | number of students (grades K through 12) reported to the | 21 | | State Board as enrolled in the Organizational Unit on | 22 | | October 1 and March 1 in the immediately preceding school | 23 | | year, plus the pre-kindergarten students who receive | 24 | | special education services as reported to the State Board | 25 | | on October 1 and March 1 in the immediately preceding | 26 | | school year, or the average number of students (grades K |
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| 1 | | through 12) reported to the State Board as enrolled in the | 2 | | Organizational Unit on October 1 and March 1, plus the | 3 | | pre-kindergarten students who receive special education | 4 | | services as reported to the State Board on October 1 and | 5 | | March 1, for each of the immediately preceding 3 school | 6 | | years. For the purposes of this definition, "enrolled in | 7 | | the Organizational Unit" means the number of students | 8 | | reported to the State Board who are enrolled in schools | 9 | | within the Organizational Unit that the student attends or | 10 | | would attend if not placed or transferred to another school | 11 | | or program to receive needed services. For the purposes of | 12 | | calculating "ASE", all students, grades K through 12, | 13 | | excluding those attending kindergarten for a half day, | 14 | | shall be counted as 1.0. All students attending | 15 | | kindergarten for a half day shall be counted as 0.5, unless | 16 | | in 2017 by June 15 or by March 1 in subsequent years, the | 17 | | school district reports to the State Board of Education the | 18 | | intent to implement full-day kindergarten district-wide | 19 | | for all students, then all students attending kindergarten | 20 | | shall be counted as 1.0. Special education | 21 | | pre-kindergarten students shall be counted as 0.5 each. If | 22 | | the State Board does not collect or has not collected both | 23 | | an October 1 and March 1 enrollment count by grade or a | 24 | | December 1 collection of special education | 25 | | pre-kindergarten students as of the effective date of this | 26 | | amendatory Act of the 100th General Assembly, it shall |
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| 1 | | establish such collection for all future years. For any | 2 | | year where a count by grade level was collected only once, | 3 | | that count shall be used as the single count available for | 4 | | computing a 3-year average ASE. School districts shall | 5 | | submit the data for the ASE calculation to the State Board | 6 | | within 45 days of the dates required in this Section for | 7 | | submission of enrollment data in order for it to be | 8 | | included in the ASE calculation. For fiscal year 2018 only, | 9 | | the ASE calculation shall include only enrollment taken on | 10 | | October 1. | 11 | | "Base Funding Guarantee" is defined in paragraph (10) | 12 | | of subsection (g) of this Section. | 13 | | "Base Funding Minimum" is defined in subsection (e) of | 14 | | this Section. | 15 | | "Base Tax Year" means the property tax levy year used | 16 | | to calculate the Budget Year allocation of primary State | 17 | | aid. | 18 | | "Base Tax Year's Extension" means the product of the | 19 | | equalized assessed valuation utilized by the county clerk | 20 | | in the Base Tax Year multiplied by the limiting rate as | 21 | | calculated by the county clerk and defined in PTELL. | 22 | | "Bilingual Education Allocation" means the amount of | 23 | | an Organizational Unit's final Adequacy Target | 24 | | attributable to bilingual education divided by the | 25 | | Organizational Unit's final Adequacy Target, the product | 26 | | of which shall be multiplied by the amount of new funding |
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| 1 | | received pursuant to this Section. An Organizational | 2 | | Unit's final Adequacy Target attributable to bilingual | 3 | | education shall include all additional investments in | 4 | | English learner students' adequacy elements. | 5 | | "Budget Year" means the school year for which primary | 6 | | State aid is calculated and awarded under this Section. | 7 | | "Central office" means individual administrators and | 8 | | support service personnel charged with managing the | 9 | | instructional programs, business and operations, and | 10 | | security of the Organizational Unit. | 11 | | "Comparable Wage Index" or "CWI" means a regional cost | 12 | | differentiation metric that measures systemic, regional | 13 | | variations in the salaries of college graduates who are not | 14 | | educators. The CWI utilized for this Section shall, for the | 15 | | first 3 years of Evidence-Based Funding implementation, be | 16 | | the CWI initially developed by the National Center for | 17 | | Education Statistics, as most recently updated by Texas A & | 18 | | M University. In the fourth and subsequent years of | 19 | | Evidence-Based Funding implementation, the State | 20 | | Superintendent shall re-determine the CWI using a similar | 21 | | methodology to that identified in the Texas A & M | 22 | | University study, with adjustments made no less frequently | 23 | | than once every 5 years. | 24 | | "Computer technology and equipment" means computers | 25 | | servers, notebooks, network equipment, copiers, printers, | 26 | | instructional software, security software, curriculum |
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| 1 | | management courseware, and other similar materials and | 2 | | equipment. | 3 | | "Computer technology and equipment investment | 4 | | allocation" means the final Adequacy Target amount of an | 5 | | Organizational Unit assigned to Tier 1 or Tier 2 in the | 6 | | prior school year attributable to the additional $285.50 | 7 | | per student computer technology and equipment investment | 8 | | grant divided by the Organizational Unit's final Adequacy | 9 | | Target, the result of which shall be multiplied by the | 10 | | amount of new funding received pursuant to this Section. An | 11 | | Organizational Unit assigned to a Tier 1 or Tier 2 final | 12 | | Adequacy Target attributable to the received computer | 13 | | technology and equipment investment grant shall include | 14 | | all additional investments in computer technology and | 15 | | equipment adequacy elements. | 16 | | "Core subject" means mathematics; science; reading, | 17 | | English, writing, and language arts; history and social | 18 | | studies; world languages; and subjects taught as Advanced | 19 | | Placement in high schools. | 20 | | "Core teacher" means a regular classroom teacher in | 21 | | elementary schools and teachers of a core subject in middle | 22 | | and high schools. | 23 | | "Core Intervention teacher (tutor)" means a licensed | 24 | | teacher providing one-on-one or small group tutoring to | 25 | | students struggling to meet proficiency in core subjects. | 26 | | "CPPRT" means corporate personal property replacement |
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| 1 | | tax funds paid to an Organizational Unit during the | 2 | | calendar year one year before the calendar year in which a | 3 | | school year begins, pursuant to "An Act in relation to the | 4 | | abolition of ad valorem personal property tax and the | 5 | | replacement of revenues lost thereby, and amending and | 6 | | repealing certain Acts and parts of Acts in connection | 7 | | therewith", certified August 14, 1979, as amended (Public | 8 | | Act 81-1st S.S.-1). | 9 | | "EAV" means equalized assessed valuation as defined in | 10 | | paragraph (2) of subsection (d) of this Section and | 11 | | calculated in accordance with paragraph (3) of subsection | 12 | | (d) of this Section. | 13 | | "ECI" means the Bureau of Labor Statistics' national | 14 | | employment cost index for civilian workers in educational | 15 | | services in elementary and secondary schools on a | 16 | | cumulative basis for the 12-month calendar year preceding | 17 | | the fiscal year of the Evidence-Based Funding calculation. | 18 | | "EIS Data" means the employment information system | 19 | | data maintained by the State Board on educators within | 20 | | Organizational Units. | 21 | | "Employee benefits" means health, dental, and vision | 22 | | insurance offered to employees of an Organizational Unit, | 23 | | the costs associated with statutorily required payment of | 24 | | the normal cost of the Organizational Unit's teacher | 25 | | pensions, Social Security employer contributions, and | 26 | | Illinois Municipal Retirement Fund employer contributions. |
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| 1 | | "English learner" or "EL" means a child included in the | 2 | | definition of "English learners" under Section 14C-2 of | 3 | | this Code participating in a program of transitional | 4 | | bilingual education or a transitional program of | 5 | | instruction meeting the requirements and program | 6 | | application procedures of Article 14C of this Code. For the | 7 | | purposes of collecting the number of EL students enrolled, | 8 | | the same collection and calculation methodology as defined | 9 | | above for "ASE" shall apply to English learners, with the | 10 | | exception that EL student enrollment shall include | 11 | | students in grades pre-kindergarten through 12. | 12 | | "Essential Elements" means those elements, resources, | 13 | | and educational programs that have been identified through | 14 | | academic research as necessary to improve student success, | 15 | | improve academic performance, close achievement gaps, and | 16 | | provide for other per student costs related to the delivery | 17 | | and leadership of the Organizational Unit, as well as the | 18 | | maintenance and operations of the unit, and which are | 19 | | specified in paragraph (2) of subsection (b) of this | 20 | | Section. | 21 | | "Evidence-Based Funding" means State funding provided | 22 | | to an Organizational Unit pursuant to this Section. | 23 | | "Extended day" means academic and enrichment programs | 24 | | provided to students outside the regular school day before | 25 | | and after school or during non-instructional times during | 26 | | the school day. |
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| 1 | | "Extension Limitation Ratio" means a numerical ratio | 2 | | in which the numerator is the Base Tax Year's Extension and | 3 | | the denominator is the Preceding Tax Year's Extension. | 4 | | "Final Percent of Adequacy" is defined in paragraph (4) | 5 | | of subsection (f) of this Section. | 6 | | "Final Resources" is defined in paragraph (3) of | 7 | | subsection (f) of this Section. | 8 | | "Full-time equivalent" or "FTE" means the full-time | 9 | | equivalency compensation for staffing the relevant | 10 | | position at an Organizational Unit. | 11 | | "Funding Gap" is defined in paragraph (1) of subsection | 12 | | (g). | 13 | | "Guidance counselor" means a licensed guidance | 14 | | counselor who provides guidance and counseling support for | 15 | | students within an Organizational Unit. | 16 | | "Hybrid District" means a partial elementary unit | 17 | | district created pursuant to Article 11E of this Code. | 18 | | "Instructional assistant" means a core or special | 19 | | education, non-licensed employee who assists a teacher in | 20 | | the classroom and provides academic support to students. | 21 | | "Instructional facilitator" means a qualified teacher | 22 | | or licensed teacher leader who facilitates and coaches | 23 | | continuous improvement in classroom instruction; provides | 24 | | instructional support to teachers in the elements of | 25 | | research-based instruction or demonstrates the alignment | 26 | | of instruction with curriculum standards and assessment |
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| 1 | | tools; develops or coordinates instructional programs or | 2 | | strategies; develops and implements training; chooses | 3 | | standards-based instructional materials; provides teachers | 4 | | with an understanding of current research; serves as a | 5 | | mentor, site coach, curriculum specialist, or lead | 6 | | teacher; or otherwise works with fellow teachers, in | 7 | | collaboration, to use data to improve instructional | 8 | | practice or develop model lessons. | 9 | | "Instructional materials" means relevant instructional | 10 | | materials for student instruction, including, but not | 11 | | limited to, textbooks, consumable workbooks, laboratory | 12 | | equipment, library books, and other similar materials. | 13 | | "Laboratory School" means a public school that is | 14 | | created and operated by a public university and approved by | 15 | | the State Board or an academy established under the | 16 | | Vocational Academy Opportunity Act . | 17 | | "Librarian" means a teacher with an endorsement as a | 18 | | library information specialist or another individual whose | 19 | | primary responsibility is overseeing library resources | 20 | | within an Organizational Unit. | 21 | | "Limiting rate for Hybrid Districts" means the | 22 | | combined elementary school and high school limited rates. | 23 | | "Local Capacity" is defined in paragraph (1) of | 24 | | subsection (c) of this Section. | 25 | | "Local Capacity Percentage" is defined in subparagraph | 26 | | (A) of paragraph (2) of subsection (c) of this Section. |
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| 1 | | "Local Capacity Ratio" is defined in subparagraph (B) | 2 | | of paragraph (2) of subsection (c) of this Section. | 3 | | "Local Capacity Target" is defined in paragraph (2) of | 4 | | subsection (c) of this Section. | 5 | | "Low-Income Count" means, for an Organizational Unit | 6 | | in a fiscal year, the higher of the average number of | 7 | | students for the prior school year or the immediately | 8 | | preceding 3 school years who, as of July 1 of the | 9 | | immediately preceding fiscal year (as determined by the | 10 | | Department of Human Services), are eligible for at least | 11 | | one of the following low income programs: Medicaid, the | 12 | | Children's Health Insurance Program, TANF, or the | 13 | | Supplemental Nutrition Assistance Program, excluding | 14 | | pupils who are eligible for services provided by the | 15 | | Department of Children and Family Services. Until such time | 16 | | that grade level low-income populations become available, | 17 | | grade level low-income populations shall be determined by | 18 | | applying the low-income percentage to total student | 19 | | enrollments by grade level. The low-income percentage is | 20 | | determined by dividing the Low-Income Count by the Average | 21 | | Student Enrollment. | 22 | | "Maintenance and operations" means custodial services, | 23 | | facility and ground maintenance, facility operations, | 24 | | facility security, routine facility repairs, and other | 25 | | similar services and functions. | 26 | | "Minimum Funding Level" is defined in paragraph (9) of |
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| 1 | | subsection (g) of this Section. | 2 | | "New Property Tax Relief Pool Funds" means, for any | 3 | | given fiscal year, all State funds appropriated under | 4 | | Section 2-3.170 of the School Code. | 5 | | "New State Funds" means, for a given school year, all | 6 | | State funds appropriated for Evidence-Based Funding in | 7 | | excess of the amount needed to fund the Base Funding | 8 | | Minimum for all Organizational Units in that school year. | 9 | | "Net State Contribution Target" means, for a given | 10 | | school year, the amount of State funds that would be | 11 | | necessary to fully meet the Adequacy Target of an | 12 | | Operational Unit minus the Preliminary Resources available | 13 | | to each unit. | 14 | | "Nurse" means an individual licensed as a certified | 15 | | school nurse, in accordance with the rules established for | 16 | | nursing services by the State Board, who is an employee of | 17 | | and is available to provide health care-related services | 18 | | for students of an Organizational Unit. | 19 | | "Operating Tax Rate" means the rate utilized in the | 20 | | previous year to extend property taxes for all purposes, | 21 | | except, Bond and Interest, Summer School, Rent, Capital | 22 | | Improvement, and Vocational Education Building purposes. | 23 | | For Hybrid Districts, the Operating Tax Rate shall be the | 24 | | combined elementary and high school rates utilized in the | 25 | | previous year to extend property taxes for all purposes, | 26 | | except, Bond and Interest, Summer School, Rent, Capital |
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| 1 | | Improvement, and Vocational Education Building purposes. | 2 | | "Organizational Unit" means a Laboratory School or any | 3 | | public school district that is recognized as such by the | 4 | | State Board and that contains elementary schools typically | 5 | | serving kindergarten through 5th grades, middle schools | 6 | | typically serving 6th through 8th grades, or high schools | 7 | | typically serving 9th through 12th grades. The General | 8 | | Assembly acknowledges that the actual grade levels served | 9 | | by a particular Organizational Unit may vary slightly from | 10 | | what is typical. | 11 | | "Organizational Unit CWI" is determined by calculating | 12 | | the CWI in the region and original county in which an | 13 | | Organizational Unit's primary administrative office is | 14 | | located as set forth in this paragraph, provided that if | 15 | | the Organizational Unit CWI as calculated in accordance | 16 | | with this paragraph is less than 0.9, the Organizational | 17 | | Unit CWI shall be increased to 0.9. Each county's current | 18 | | CWI value shall be adjusted based on the CWI value of that | 19 | | county's neighboring Illinois counties, to create a | 20 | | "weighted adjusted index value". This shall be calculated | 21 | | by summing the CWI values of all of a county's adjacent | 22 | | Illinois counties and dividing by the number of adjacent | 23 | | Illinois counties, then taking the weighted value of the | 24 | | original county's CWI value and the adjacent Illinois | 25 | | county average. To calculate this weighted value, if the | 26 | | number of adjacent Illinois counties is greater than 2, the |
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| 1 | | original county's CWI value will be weighted at 0.25 and | 2 | | the adjacent Illinois county average will be weighted at | 3 | | 0.75. If the number of adjacent Illinois counties is 2, the | 4 | | original county's CWI value will be weighted at 0.33 and | 5 | | the adjacent Illinois county average will be weighted at | 6 | | 0.66. The greater of the county's current CWI value and its | 7 | | weighted adjusted index value shall be used as the | 8 | | Organizational Unit CWI. | 9 | | "Preceding Tax Year" means the property tax levy year | 10 | | immediately preceding the Base Tax Year. | 11 | | "Preceding Tax Year's Extension" means the product of | 12 | | the equalized assessed valuation utilized by the county | 13 | | clerk in the Preceding Tax Year multiplied by the Operating | 14 | | Tax Rate. | 15 | | "Preliminary Percent of Adequacy" is defined in | 16 | | paragraph (2) of subsection (f) of this Section. | 17 | | "Preliminary Resources" is defined in paragraph (2) of | 18 | | subsection (f) of this Section. | 19 | | "Principal" means a school administrator duly endorsed | 20 | | to be employed as a principal in this State. | 21 | | "Professional development" means training programs for | 22 | | licensed staff in schools, including, but not limited to, | 23 | | programs that assist in implementing new curriculum | 24 | | programs, provide data focused or academic assessment data | 25 | | training to help staff identify a student's weaknesses and | 26 | | strengths, target interventions, improve instruction, |
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| 1 | | encompass instructional strategies for English learner, | 2 | | gifted, or at-risk students, address inclusivity, cultural | 3 | | sensitivity, or implicit bias, or otherwise provide | 4 | | professional support for licensed staff. | 5 | | "Prototypical" means 450 special education | 6 | | pre-kindergarten and kindergarten through grade 5 students | 7 | | for an elementary school, 450 grade 6 through 8 students | 8 | | for a middle school, and 600 grade 9 through 12 students | 9 | | for a high school. | 10 | | "PTELL" means the Property Tax Extension Limitation | 11 | | Law. | 12 | | "PTELL EAV" is defined in paragraph (4) of subsection | 13 | | (d) of this Section. | 14 | | "Pupil support staff" means a nurse, psychologist, | 15 | | social worker, family liaison personnel, or other staff | 16 | | member who provides support to at-risk or struggling | 17 | | students. | 18 | | "Real Receipts" is defined in paragraph (1) of | 19 | | subsection (d) of this Section. | 20 | | "Regionalization Factor" means, for a particular | 21 | | Organizational Unit, the figure derived by dividing the | 22 | | Organizational Unit CWI by the Statewide Weighted CWI. | 23 | | "School site staff" means the primary school secretary | 24 | | and any additional clerical personnel assigned to a school. | 25 | | "Special education" means special educational | 26 | | facilities and services, as defined in Section 14-1.08 of |
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| 1 | | this Code. | 2 | | "Special Education Allocation" means the amount of an | 3 | | Organizational Unit's final Adequacy Target attributable | 4 | | to special education divided by the Organizational Unit's | 5 | | final Adequacy Target, the product of which shall be | 6 | | multiplied by the amount of new funding received pursuant | 7 | | to this Section. An Organizational Unit's final Adequacy | 8 | | Target attributable to special education shall include all | 9 | | special education investment adequacy elements. | 10 | | "Specialist teacher" means a teacher who provides | 11 | | instruction in subject areas not included in core subjects, | 12 | | including, but not limited to, art, music, physical | 13 | | education, health, driver education, career-technical | 14 | | education, and such other subject areas as may be mandated | 15 | | by State law or provided by an Organizational Unit. | 16 | | "Specially Funded Unit" means an Alternative School, | 17 | | safe school, Department of Juvenile Justice school, | 18 | | special education cooperative or entity recognized by the | 19 | | State Board as a special education cooperative, | 20 | | State-approved charter school, or alternative learning | 21 | | opportunities program that received direct funding from | 22 | | the State Board during the 2016-2017 school year through | 23 | | any of the funding sources included within the calculation | 24 | | of the Base Funding Minimum or Glenwood Academy. | 25 | | "Supplemental Grant Funding" means supplemental | 26 | | general State aid funding received by an Organization Unit |
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| 1 | | during the 2016-2017 school year pursuant to subsection (H) | 2 | | of Section 18-8.05 of this Code (now repealed). | 3 | | "State Adequacy Level" is the sum of the Adequacy | 4 | | Targets of all Organizational Units. | 5 | | "State Board" means the State Board of Education. | 6 | | "State Superintendent" means the State Superintendent | 7 | | of Education. | 8 | | "Statewide Weighted CWI" means a figure determined by | 9 | | multiplying each Organizational Unit CWI times the ASE for | 10 | | that Organizational Unit creating a weighted value, | 11 | | summing all Organizational Unit's weighted values, and | 12 | | dividing by the total ASE of all Organizational Units, | 13 | | thereby creating an average weighted index. | 14 | | "Student activities" means non-credit producing | 15 | | after-school programs, including, but not limited to, | 16 | | clubs, bands, sports, and other activities authorized by | 17 | | the school board of the Organizational Unit. | 18 | | "Substitute teacher" means an individual teacher or | 19 | | teaching assistant who is employed by an Organizational | 20 | | Unit and is temporarily serving the Organizational Unit on | 21 | | a per diem or per period-assignment basis replacing another | 22 | | staff member. | 23 | | "Summer school" means academic and enrichment programs | 24 | | provided to students during the summer months outside of | 25 | | the regular school year. | 26 | | "Supervisory aide" means a non-licensed staff member |
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| 1 | | who helps in supervising students of an Organizational | 2 | | Unit, but does so outside of the classroom, in situations | 3 | | such as, but not limited to, monitoring hallways and | 4 | | playgrounds, supervising lunchrooms, or supervising | 5 | | students when being transported in buses serving the | 6 | | Organizational Unit. | 7 | | "Target Ratio" is defined in paragraph (4) of | 8 | | subsection (g). | 9 | | "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined | 10 | | in paragraph (3) of subsection (g). | 11 | | "Tier 1 Aggregate Funding", "Tier 2 Aggregate | 12 | | Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate | 13 | | Funding" are defined in paragraph (1) of subsection (g). | 14 | | (b) Adequacy Target calculation. | 15 | | (1) Each Organizational Unit's Adequacy Target is the | 16 | | sum of the Organizational Unit's cost of providing | 17 | | Essential Elements, as calculated in accordance with this | 18 | | subsection (b), with the salary amounts in the Essential | 19 | | Elements multiplied by a Regionalization Factor calculated | 20 | | pursuant to paragraph (3) of this subsection (b). | 21 | | (2) The Essential Elements are attributable on a pro | 22 | | rata basis related to defined subgroups of the ASE of each | 23 | | Organizational Unit as specified in this paragraph (2), | 24 | | with investments and FTE positions pro rata funded based on | 25 | | ASE counts in excess or less than the thresholds set forth | 26 | | in this paragraph (2). The method for calculating |
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| 1 | | attributable pro rata costs and the defined subgroups | 2 | | thereto are as follows: | 3 | | (A) Core class size investments. Each | 4 | | Organizational Unit shall receive the funding required | 5 | | to support that number of FTE core teacher positions as | 6 | | is needed to keep the respective class sizes of the | 7 | | Organizational Unit to the following maximum numbers: | 8 | | (i) For grades kindergarten through 3, the | 9 | | Organizational Unit shall receive funding required | 10 | | to support one FTE core teacher position for every | 11 | | 15 Low-Income Count students in those grades and | 12 | | one FTE core teacher position for every 20 | 13 | | non-Low-Income Count students in those grades. | 14 | | (ii) For grades 4 through 12, the | 15 | | Organizational Unit shall receive funding required | 16 | | to support one FTE core teacher position for every | 17 | | 20 Low-Income Count students in those grades and | 18 | | one FTE core teacher position for every 25 | 19 | | non-Low-Income Count students in those grades. | 20 | | The number of non-Low-Income Count students in a | 21 | | grade shall be determined by subtracting the | 22 | | Low-Income students in that grade from the ASE of the | 23 | | Organizational Unit for that grade. | 24 | | (B) Specialist teacher investments. Each | 25 | | Organizational Unit shall receive the funding needed | 26 | | to cover that number of FTE specialist teacher |
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| 1 | | positions that correspond to the following | 2 | | percentages: | 3 | | (i) if the Organizational Unit operates an | 4 | | elementary or middle school, then 20.00% of the | 5 | | number of the Organizational Unit's core teachers, | 6 | | as determined under subparagraph (A) of this | 7 | | paragraph (2); and | 8 | | (ii) if such Organizational Unit operates a | 9 | | high school, then 33.33% of the number of the | 10 | | Organizational Unit's core teachers. | 11 | | (C) Instructional facilitator investments. Each | 12 | | Organizational Unit shall receive the funding needed | 13 | | to cover one FTE instructional facilitator position | 14 | | for every 200 combined ASE of pre-kindergarten | 15 | | children with disabilities and all kindergarten | 16 | | through grade 12 students of the Organizational Unit. | 17 | | (D) Core intervention teacher (tutor) investments. | 18 | | Each Organizational Unit shall receive the funding | 19 | | needed to cover one FTE teacher position for each | 20 | | prototypical elementary, middle, and high school. | 21 | | (E) Substitute teacher investments. Each | 22 | | Organizational Unit shall receive the funding needed | 23 | | to cover substitute teacher costs that is equal to | 24 | | 5.70% of the minimum pupil attendance days required | 25 | | under Section 10-19 of this Code for all full-time | 26 | | equivalent core, specialist, and intervention |
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| 1 | | teachers, school nurses, special education teachers | 2 | | and instructional assistants, instructional | 3 | | facilitators, and summer school and extended-day | 4 | | teacher positions, as determined under this paragraph | 5 | | (2), at a salary rate of 33.33% of the average salary | 6 | | for grade K through 12 teachers and 33.33% of the | 7 | | average salary of each instructional assistant | 8 | | position. | 9 | | (F) Core guidance counselor investments. Each | 10 | | Organizational Unit shall receive the funding needed | 11 | | to cover one FTE guidance counselor for each 450 | 12 | | combined ASE of pre-kindergarten children with | 13 | | disabilities and all kindergarten through grade 5 | 14 | | students, plus one FTE guidance counselor for each 250 | 15 | | grades 6 through 8 ASE middle school students, plus one | 16 | | FTE guidance counselor for each 250 grades 9 through 12 | 17 | | ASE high school students. | 18 | | (G) Nurse investments. Each Organizational Unit | 19 | | shall receive the funding needed to cover one FTE nurse | 20 | | for each 750 combined ASE of pre-kindergarten children | 21 | | with disabilities and all kindergarten through grade | 22 | | 12 students across all grade levels it serves. | 23 | | (H) Supervisory aide investments. Each | 24 | | Organizational Unit shall receive the funding needed | 25 | | to cover one FTE for each 225 combined ASE of | 26 | | pre-kindergarten children with disabilities and all |
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| 1 | | kindergarten through grade 5 students, plus one FTE for | 2 | | each 225 ASE middle school students, plus one FTE for | 3 | | each 200 ASE high school students. | 4 | | (I) Librarian investments. Each Organizational | 5 | | Unit shall receive the funding needed to cover one FTE | 6 | | librarian for each prototypical elementary school, | 7 | | middle school, and high school and one FTE aide or | 8 | | media technician for every 300 combined ASE of | 9 | | pre-kindergarten children with disabilities and all | 10 | | kindergarten through grade 12 students. | 11 | | (J) Principal investments. Each Organizational | 12 | | Unit shall receive the funding needed to cover one FTE | 13 | | principal position for each prototypical elementary | 14 | | school, plus one FTE principal position for each | 15 | | prototypical middle school, plus one FTE principal | 16 | | position for each prototypical high school. | 17 | | (K) Assistant principal investments. Each | 18 | | Organizational Unit shall receive the funding needed | 19 | | to cover one FTE assistant principal position for each | 20 | | prototypical elementary school, plus one FTE assistant | 21 | | principal position for each prototypical middle | 22 | | school, plus one FTE assistant principal position for | 23 | | each prototypical high school. | 24 | | (L) School site staff investments. Each | 25 | | Organizational Unit shall receive the funding needed | 26 | | for one FTE position for each 225 ASE of |
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| 1 | | pre-kindergarten children with disabilities and all | 2 | | kindergarten through grade 5 students, plus one FTE | 3 | | position for each 225 ASE middle school students, plus | 4 | | one FTE position for each 200 ASE high school students. | 5 | | (M) Gifted investments. Each Organizational Unit | 6 | | shall receive $40 per kindergarten through grade 12 | 7 | | ASE. | 8 | | (N) Professional development investments. Each | 9 | | Organizational Unit shall receive $125 per student of | 10 | | the combined ASE of pre-kindergarten children with | 11 | | disabilities and all kindergarten through grade 12 | 12 | | students for trainers and other professional | 13 | | development-related expenses for supplies and | 14 | | materials. | 15 | | (O) Instructional material investments. Each | 16 | | Organizational Unit shall receive $190 per student of | 17 | | the combined ASE of pre-kindergarten children with | 18 | | disabilities and all kindergarten through grade 12 | 19 | | students to cover instructional material costs. | 20 | | (P) Assessment investments. Each Organizational | 21 | | Unit shall receive $25 per student of the combined ASE | 22 | | of pre-kindergarten children with disabilities and all | 23 | | kindergarten through grade 12 students student to | 24 | | cover assessment costs. | 25 | | (Q) Computer technology and equipment investments. | 26 | | Each Organizational Unit shall receive $285.50 per |
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| 1 | | student of the combined ASE of pre-kindergarten | 2 | | children with disabilities and all kindergarten | 3 | | through grade 12 students to cover computer technology | 4 | | and equipment costs. For the 2018-2019 school year and | 5 | | subsequent school years, Organizational Units assigned | 6 | | to Tier 1 and Tier 2 in the prior school year shall | 7 | | receive an additional $285.50 per student of the | 8 | | combined ASE of pre-kindergarten children with | 9 | | disabilities and all kindergarten through grade 12 | 10 | | students to cover computer technology and equipment | 11 | | costs in the Organization Unit's Adequacy Target. The | 12 | | State Board may establish additional requirements for | 13 | | Organizational Unit expenditures of funds received | 14 | | pursuant to this subparagraph (Q), including a | 15 | | requirement that funds received pursuant to this | 16 | | subparagraph (Q) may be used only for serving the | 17 | | technology needs of the district. It is the intent of | 18 | | this amendatory Act of the 100th General Assembly that | 19 | | all Tier 1 and Tier 2 districts receive the addition to | 20 | | their Adequacy Target in the following year, subject to | 21 | | compliance with the requirements of the State Board. | 22 | | (R) Student activities investments. Each | 23 | | Organizational Unit shall receive the following | 24 | | funding amounts to cover student activities: $100 per | 25 | | kindergarten through grade 5 ASE student in elementary | 26 | | school, plus $200 per ASE student in middle school, |
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| 1 | | plus $675 per ASE student in high school. | 2 | | (S) Maintenance and operations investments. Each | 3 | | Organizational Unit shall receive $1,038 per student | 4 | | of the combined ASE of pre-kindergarten children with | 5 | | disabilities and all kindergarten through grade 12 for | 6 | | day-to-day maintenance and operations expenditures, | 7 | | including salary, supplies, and materials, as well as | 8 | | purchased services, but excluding employee benefits. | 9 | | The proportion of salary for the application of a | 10 | | Regionalization Factor and the calculation of benefits | 11 | | is equal to $352.92. | 12 | | (T) Central office investments. Each | 13 | | Organizational Unit shall receive $742 per student of | 14 | | the combined ASE of pre-kindergarten children with | 15 | | disabilities and all kindergarten through grade 12 | 16 | | students to cover central office operations, including | 17 | | administrators and classified personnel charged with | 18 | | managing the instructional programs, business and | 19 | | operations of the school district, and security | 20 | | personnel. The proportion of salary for the | 21 | | application of a Regionalization Factor and the | 22 | | calculation of benefits is equal to $368.48. | 23 | | (U) Employee benefit investments. Each | 24 | | Organizational Unit shall receive 30% of the total of | 25 | | all salary-calculated elements of the Adequacy Target, | 26 | | excluding substitute teachers and student activities |
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| 1 | | investments, to cover benefit costs. For central | 2 | | office and maintenance and operations investments, the | 3 | | benefit calculation shall be based upon the salary | 4 | | proportion of each investment. If at any time the | 5 | | responsibility for funding the employer normal cost of | 6 | | teacher pensions is assigned to school districts, then | 7 | | that amount certified by the Teachers' Retirement | 8 | | System of the State of Illinois to be paid by the | 9 | | Organizational Unit for the preceding school year | 10 | | shall be added to the benefit investment. For any | 11 | | fiscal year in which a school district organized under | 12 | | Article 34 of this Code is responsible for paying the | 13 | | employer normal cost of teacher pensions, then that | 14 | | amount of its employer normal cost plus the amount for | 15 | | retiree health insurance as certified by the Public | 16 | | School Teachers' Pension and Retirement Fund of | 17 | | Chicago to be paid by the school district for the | 18 | | preceding school year that is statutorily required to | 19 | | cover employer normal costs and the amount for retiree | 20 | | health insurance shall be added to the 30% specified in | 21 | | this subparagraph (U). The Teachers' Retirement System | 22 | | of the State of Illinois and the Public School | 23 | | Teachers' Pension and Retirement Fund of Chicago shall | 24 | | submit such information as the State Superintendent | 25 | | may require for the calculations set forth in this | 26 | | subparagraph (U). |
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| 1 | | (V) Additional investments in low-income students. | 2 | | In addition to and not in lieu of all other funding | 3 | | under this paragraph (2), each Organizational Unit | 4 | | shall receive funding based on the average teacher | 5 | | salary for grades K through 12 to cover the costs of: | 6 | | (i) one FTE intervention teacher (tutor) | 7 | | position for every 125 Low-Income Count students; | 8 | | (ii) one FTE pupil support staff position for | 9 | | every 125 Low-Income Count students; | 10 | | (iii) one FTE extended day teacher position | 11 | | for every 120 Low-Income Count students; and | 12 | | (iv) one FTE summer school teacher position | 13 | | for every 120 Low-Income Count students. | 14 | | (W) Additional investments in English learner | 15 | | students. In addition to and not in lieu of all other | 16 | | funding under this paragraph (2), each Organizational | 17 | | Unit shall receive funding based on the average teacher | 18 | | salary for grades K through 12 to cover the costs of: | 19 | | (i) one FTE intervention teacher (tutor) | 20 | | position for every 125 English learner students; | 21 | | (ii) one FTE pupil support staff position for | 22 | | every 125 English learner students; | 23 | | (iii) one FTE extended day teacher position | 24 | | for every 120 English learner students; | 25 | | (iv) one FTE summer school teacher position | 26 | | for every 120 English learner students; and |
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| 1 | | (v) one FTE core teacher position for every 100 | 2 | | English learner students. | 3 | | (X) Special education investments. Each | 4 | | Organizational Unit shall receive funding based on the | 5 | | average teacher salary for grades K through 12 to cover | 6 | | special education as follows: | 7 | | (i) one FTE teacher position for every 141 | 8 | | combined ASE of pre-kindergarten children with | 9 | | disabilities and all kindergarten through grade 12 | 10 | | students; | 11 | | (ii) one FTE instructional assistant for every | 12 | | 141 combined ASE of pre-kindergarten children with | 13 | | disabilities and all kindergarten through grade 12 | 14 | | students; and | 15 | | (iii) one FTE psychologist position for every | 16 | | 1,000 combined ASE of pre-kindergarten children | 17 | | with disabilities and all kindergarten through | 18 | | grade 12 students. | 19 | | (3) For calculating the salaries included within the | 20 | | Essential Elements, the State Superintendent shall | 21 | | annually calculate average salaries to the nearest dollar | 22 | | using the employment information system data maintained by | 23 | | the State Board, limited to public schools only and | 24 | | excluding special education and vocational cooperatives, | 25 | | schools operated by the Department of Juvenile Justice, and | 26 | | charter schools, for the following positions: |
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| 1 | | (A) Teacher for grades K through 8. | 2 | | (B) Teacher for grades 9 through 12. | 3 | | (C) Teacher for grades K through 12. | 4 | | (D) Guidance counselor for grades K through 8. | 5 | | (E) Guidance counselor for grades 9 through 12. | 6 | | (F) Guidance counselor for grades K through 12. | 7 | | (G) Social worker. | 8 | | (H) Psychologist. | 9 | | (I) Librarian. | 10 | | (J) Nurse. | 11 | | (K) Principal. | 12 | | (L) Assistant principal. | 13 | | For the purposes of this paragraph (3), "teacher" | 14 | | includes core teachers, specialist and elective teachers, | 15 | | instructional facilitators, tutors, special education | 16 | | teachers, pupil support staff teachers, English learner | 17 | | teachers, extended-day teachers, and summer school | 18 | | teachers. Where specific grade data is not required for the | 19 | | Essential Elements, the average salary for corresponding | 20 | | positions shall apply. For substitute teachers, the | 21 | | average teacher salary for grades K through 12 shall apply. | 22 | | For calculating the salaries included within the | 23 | | Essential Elements for positions not included within EIS | 24 | | Data, the following salaries shall be used in the first | 25 | | year of implementation of Evidence-Based Funding: | 26 | | (i) school site staff, $30,000; and |
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| 1 | | (ii) non-instructional assistant, instructional | 2 | | assistant, library aide, library media tech, or | 3 | | supervisory aide: $25,000. | 4 | | In the second and subsequent years of implementation of | 5 | | Evidence-Based Funding, the amounts in items (i) and (ii) | 6 | | of this paragraph (3) shall annually increase by the ECI. | 7 | | The salary amounts for the Essential Elements | 8 | | determined pursuant to subparagraphs (A) through (L), (S) | 9 | | and (T), and (V) through (X) of paragraph (2) of subsection | 10 | | (b) of this Section shall be multiplied by a | 11 | | Regionalization Factor. | 12 | | (c) Local capacity calculation. | 13 | | (1) Each Organizational Unit's Local Capacity | 14 | | represents an amount of funding it is assumed to contribute | 15 | | toward its Adequacy Target for purposes of the | 16 | | Evidence-Based Funding formula calculation. "Local | 17 | | Capacity" means either (i) the Organizational Unit's Local | 18 | | Capacity Target as calculated in accordance with paragraph | 19 | | (2) of this subsection (c) if its Real Receipts are equal | 20 | | to or less than its Local Capacity Target or (ii) the | 21 | | Organizational Unit's Adjusted Local Capacity, as | 22 | | calculated in accordance with paragraph (3) of this | 23 | | subsection (c) if Real Receipts are more than its Local | 24 | | Capacity Target. | 25 | | (2) "Local Capacity Target" means, for an | 26 | | Organizational Unit, that dollar amount that is obtained by |
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| 1 | | multiplying its Adequacy Target by its Local Capacity | 2 | | Ratio. | 3 | | (A) An Organizational Unit's Local Capacity | 4 | | Percentage is the conversion of the Organizational | 5 | | Unit's Local Capacity Ratio, as such ratio is | 6 | | determined in accordance with subparagraph (B) of this | 7 | | paragraph (2), into a cumulative distribution | 8 | | resulting in a percentile ranking to determine each | 9 | | Organizational Unit's relative position to all other | 10 | | Organizational Units in this State. The calculation of | 11 | | Local Capacity Percentage is described in subparagraph | 12 | | (C) of this paragraph (2). | 13 | | (B) An Organizational Unit's Local Capacity Ratio | 14 | | in a given year is the percentage obtained by dividing | 15 | | its Adjusted EAV or PTELL EAV, whichever is less, by | 16 | | its Adequacy Target, with the resulting ratio further | 17 | | adjusted as follows: | 18 | | (i) for Organizational Units serving grades | 19 | | kindergarten through 12 and Hybrid Districts, no | 20 | | further adjustments shall be made; | 21 | | (ii) for Organizational Units serving grades | 22 | | kindergarten through 8, the ratio shall be | 23 | | multiplied by 9/13; | 24 | | (iii) for Organizational Units serving grades | 25 | | 9 through 12, the Local Capacity Ratio shall be | 26 | | multiplied by 4/13; and |
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| 1 | | (iv) for an Organizational Unit with a | 2 | | different grade configuration than those specified | 3 | | in items (i) through (iii) of this subparagraph | 4 | | (B), the State Superintendent shall determine a | 5 | | comparable adjustment based on the grades served. | 6 | | (C) The Local Capacity Percentage is equal to the | 7 | | percentile ranking of the district. Local Capacity | 8 | | Percentage converts each Organizational Unit's Local | 9 | | Capacity Ratio to a cumulative distribution resulting | 10 | | in a percentile ranking to determine each | 11 | | Organizational Unit's relative position to all other | 12 | | Organizational Units in this State. The Local Capacity | 13 | | Percentage cumulative distribution resulting in a | 14 | | percentile ranking for each Organizational Unit shall | 15 | | be calculated using the standard normal distribution | 16 | | of the score in relation to the weighted mean and | 17 | | weighted standard deviation and Local Capacity Ratios | 18 | | of all Organizational Units. If the value assigned to | 19 | | any Organizational Unit is in excess of 90%, the value | 20 | | shall be adjusted to 90%. For Laboratory Schools, the | 21 | | Local Capacity Percentage shall be set at 10% in
| 22 | | recognition of the absence of EAV and resources from | 23 | | the public university that are allocated to
the | 24 | | Laboratory School. The weighted mean for the Local | 25 | | Capacity Percentage shall be determined by multiplying | 26 | | each Organizational Unit's Local Capacity Ratio times |
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| 1 | | the ASE for the unit creating a weighted value, summing | 2 | | the weighted values of all Organizational Units, and | 3 | | dividing by the total ASE of all Organizational Units. | 4 | | The weighted standard deviation shall be determined by | 5 | | taking the square root of the weighted variance of all | 6 | | Organizational Units' Local Capacity Ratio, where the | 7 | | variance is calculated by squaring the difference | 8 | | between each unit's Local Capacity Ratio and the | 9 | | weighted mean, then multiplying the variance for each | 10 | | unit times the ASE for the unit to create a weighted | 11 | | variance for each unit, then summing all units' | 12 | | weighted variance and dividing by the total ASE of all | 13 | | units. | 14 | | (D) For any Organizational Unit, the | 15 | | Organizational Unit's Adjusted Local Capacity Target | 16 | | shall be reduced by either (i) the school board's | 17 | | remaining contribution pursuant to paragraph (ii) of | 18 | | subsection (b-4) of Section 16-158 of the Illinois | 19 | | Pension Code in a given year, or (ii) the board of | 20 | | education's remaining contribution pursuant to | 21 | | paragraph (iv) of subsection (b) of Section 17-129 of | 22 | | the Illinois Pension Code absent the employer normal | 23 | | cost portion of the required contribution and amount | 24 | | allowed pursuant to subdivision (3) of Section | 25 | | 17-142.1 of the Illinois Pension Code in a given year. | 26 | | In the preceding sentence, item (i) shall be certified |
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| 1 | | to the State Board of Education by the Teachers' | 2 | | Retirement System of the State of Illinois and item | 3 | | (ii) shall be certified to the State Board of Education | 4 | | by the Public School Teachers' Pension and Retirement | 5 | | Fund of the City of Chicago. | 6 | | (3) If an Organizational Unit's Real Receipts are more | 7 | | than its Local Capacity Target, then its Local Capacity | 8 | | shall equal an Adjusted Local Capacity Target as calculated | 9 | | in accordance with this paragraph (3). The Adjusted Local | 10 | | Capacity Target is calculated as the sum of the | 11 | | Organizational Unit's Local Capacity Target and its Real | 12 | | Receipts Adjustment. The Real Receipts Adjustment equals | 13 | | the Organizational Unit's Real Receipts less its Local | 14 | | Capacity Target, with the resulting figure multiplied by | 15 | | the Local Capacity Percentage. | 16 | | As used in this paragraph (3), "Real Percent of | 17 | | Adequacy" means the sum of an Organizational Unit's Real | 18 | | Receipts, CPPRT, and Base Funding Minimum, with the | 19 | | resulting figure divided by the Organizational Unit's | 20 | | Adequacy Target. | 21 | | (d) Calculation of Real Receipts, EAV, and Adjusted EAV for | 22 | | purposes of the Local Capacity calculation. | 23 | | (1) An Organizational Unit's Real Receipts are the | 24 | | product of its Applicable Tax Rate and its Adjusted EAV. An | 25 | | Organizational Unit's Applicable Tax Rate is its Adjusted | 26 | | Operating Tax Rate for property within the Organizational |
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| 1 | | Unit. | 2 | | (2) The State Superintendent shall calculate the | 3 | | Equalized Assessed Valuation, or EAV, of all taxable | 4 | | property of each Organizational Unit as of September 30 of | 5 | | the previous year in accordance with paragraph (3) of this | 6 | | subsection (d). The State Superintendent shall then | 7 | | determine the Adjusted EAV of each Organizational Unit in | 8 | | accordance with paragraph (4) of this subsection (d), which | 9 | | Adjusted EAV figure shall be used for the purposes of | 10 | | calculating Local Capacity. | 11 | | (3) To calculate Real Receipts and EAV, the Department | 12 | | of Revenue shall supply to the State Superintendent the | 13 | | value as equalized or assessed by the Department of Revenue | 14 | | of all taxable property of every Organizational Unit, | 15 | | together with (i) the applicable tax rate used in extending | 16 | | taxes for the funds of the Organizational Unit as of | 17 | | September 30 of the previous year and (ii) the limiting | 18 | | rate for all Organizational Units subject to property tax | 19 | | extension limitations as imposed under PTELL. | 20 | | (A) The Department of Revenue shall add to the | 21 | | equalized assessed value of all taxable property of | 22 | | each Organizational Unit situated entirely or | 23 | | partially within a county that is or was subject to the | 24 | | provisions of Section 15-176 or 15-177 of the Property | 25 | | Tax Code (i) an amount equal to the total amount by | 26 | | which the homestead exemption allowed under Section |
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| 1 | | 15-176 or 15-177 of the Property Tax Code for real | 2 | | property situated in that Organizational Unit exceeds | 3 | | the total amount that would have been allowed in that | 4 | | Organizational Unit if the maximum reduction under | 5 | | Section 15-176 was (I) $4,500 in Cook County or $3,500 | 6 | | in all other counties in tax year 2003 or (II) $5,000 | 7 | | in all counties in tax year 2004 and thereafter and | 8 | | (ii) an amount equal to the aggregate amount for the | 9 | | taxable year of all additional exemptions under | 10 | | Section 15-175 of the Property Tax Code for owners with | 11 | | a household income of $30,000 or less. The county clerk | 12 | | of any county that is or was subject to the provisions | 13 | | of Section 15-176 or 15-177 of the Property Tax Code | 14 | | shall annually calculate and certify to the Department | 15 | | of Revenue for each Organizational Unit all homestead | 16 | | exemption amounts under Section 15-176 or 15-177 of the | 17 | | Property Tax Code and all amounts of additional | 18 | | exemptions under Section 15-175 of the Property Tax | 19 | | Code for owners with a household income of $30,000 or | 20 | | less. It is the intent of this subparagraph (A) that if | 21 | | the general homestead exemption for a parcel of | 22 | | property is determined under Section 15-176 or 15-177 | 23 | | of the Property Tax Code rather than Section 15-175, | 24 | | then the calculation of EAV shall not be affected by | 25 | | the difference, if any, between the amount of the | 26 | | general homestead exemption allowed for that parcel of |
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| 1 | | property under Section 15-176 or 15-177 of the Property | 2 | | Tax Code and the amount that would have been allowed | 3 | | had the general homestead exemption for that parcel of | 4 | | property been determined under Section 15-175 of the | 5 | | Property Tax Code. It is further the intent of this | 6 | | subparagraph (A) that if additional exemptions are | 7 | | allowed under Section 15-175 of the Property Tax Code | 8 | | for owners with a household income of less than | 9 | | $30,000, then the calculation of EAV shall not be | 10 | | affected by the difference, if any, because of those | 11 | | additional exemptions. | 12 | | (B) With respect to any part of an Organizational | 13 | | Unit within a redevelopment project area in respect to | 14 | | which a municipality has adopted tax increment | 15 | | allocation financing pursuant to the Tax Increment | 16 | | Allocation Redevelopment Act, Division 74.4 of Article | 17 | | 11 of the Illinois Municipal Code, or the Industrial | 18 | | Jobs Recovery Law, Division 74.6 of Article 11 of the | 19 | | Illinois Municipal Code, no part of the current EAV of | 20 | | real property located in any such project area which is | 21 | | attributable to an increase above the total initial EAV | 22 | | of such property shall be used as part of the EAV of | 23 | | the Organizational Unit, until such time as all | 24 | | redevelopment project costs have been paid, as | 25 | | provided in Section 11-74.4-8 of the Tax Increment | 26 | | Allocation Redevelopment Act or in Section 11-74.6-35 |
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| 1 | | of the Industrial Jobs Recovery Law. For the purpose of | 2 | | the EAV of the Organizational Unit, the total initial | 3 | | EAV or the current EAV, whichever is lower, shall be | 4 | | used until such time as all redevelopment project costs | 5 | | have been paid. | 6 | | (B-5) The real property equalized assessed | 7 | | valuation for a school district shall be adjusted by | 8 | | subtracting from the real property value, as equalized | 9 | | or assessed by the Department of Revenue, for the | 10 | | district an amount computed by dividing the amount of | 11 | | any abatement of taxes under Section 18-170 of the | 12 | | Property Tax Code by 3.00% for a district maintaining | 13 | | grades kindergarten through 12, by 2.30% for a district | 14 | | maintaining grades kindergarten through 8, or by 1.05% | 15 | | for a district maintaining grades 9 through 12 and | 16 | | adjusted by an amount computed by dividing the amount | 17 | | of any abatement of taxes under subsection (a) of | 18 | | Section 18-165 of the Property Tax Code by the same | 19 | | percentage rates for district type as specified in this | 20 | | subparagraph (B-5). | 21 | | (C) For Organizational Units that are Hybrid | 22 | | Districts, the State Superintendent shall use the | 23 | | lesser of the adjusted equalized assessed valuation | 24 | | for property within the partial elementary unit | 25 | | district for elementary purposes, as defined in | 26 | | Article 11E of this Code, or the adjusted equalized |
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| 1 | | assessed valuation for property within the partial | 2 | | elementary unit district for high school purposes, as | 3 | | defined in Article 11E of this Code. | 4 | | (4) An Organizational Unit's Adjusted EAV shall be the | 5 | | average of its EAV over the immediately preceding 3 years | 6 | | or its EAV in the immediately preceding year if the EAV in | 7 | | the immediately preceding year has declined by 10% or more | 8 | | compared to the 3-year average. In the event of | 9 | | Organizational Unit reorganization, consolidation, or | 10 | | annexation, the Organizational Unit's Adjusted EAV for the | 11 | | first 3 years after such change shall be as follows: the | 12 | | most current EAV shall be used in the first year, the | 13 | | average of a 2-year EAV or its EAV in the immediately | 14 | | preceding year if the EAV declines by 10% or more compared | 15 | | to the 2-year average for the second year, and a 3-year | 16 | | average EAV or its EAV in the immediately preceding year if | 17 | | the adjusted EAV declines by 10% or more compared to the | 18 | | 3-year average for the third year. For any school district | 19 | | whose EAV in the immediately preceding year is used in | 20 | | calculations, in the following year, the Adjusted EAV shall | 21 | | be the average of its EAV over the immediately preceding 2 | 22 | | years or the immediately preceding year if that year | 23 | | represents a decline of 10% or more compared to the 2-year | 24 | | average. | 25 | | "PTELL EAV" means a figure calculated by the State | 26 | | Board for Organizational Units subject to PTELL as |
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| 1 | | described in this paragraph (4) for the purposes of | 2 | | calculating an Organizational Unit's Local Capacity Ratio. | 3 | | Except as otherwise provided in this paragraph (4), the | 4 | | PTELL EAV of an Organizational Unit shall be equal to the | 5 | | product of the equalized assessed valuation last used in | 6 | | the calculation of general State aid under Section 18-8.05 | 7 | | of this Code (now repealed) or Evidence-Based Funding under | 8 | | this Section and the Organizational Unit's Extension | 9 | | Limitation Ratio. If an Organizational Unit has approved or | 10 | | does approve an increase in its limiting rate, pursuant to | 11 | | Section 18-190 of the Property Tax Code, affecting the Base | 12 | | Tax Year, the PTELL EAV shall be equal to the product of | 13 | | the equalized assessed valuation last used in the | 14 | | calculation of general State aid under Section 18-8.05 of | 15 | | this Code (now repealed) or Evidence-Based Funding under | 16 | | this Section multiplied by an amount equal to one plus the | 17 | | percentage increase, if any, in the Consumer Price Index | 18 | | for All Urban Consumers for all items published by the | 19 | | United States Department of Labor for the 12-month calendar | 20 | | year preceding the Base Tax Year, plus the equalized | 21 | | assessed valuation of new property, annexed property, and | 22 | | recovered tax increment value and minus the equalized | 23 | | assessed valuation of disconnected property. | 24 | | As used in this paragraph (4), "new property" and | 25 | | "recovered tax increment value" shall have the meanings set | 26 | | forth in the Property Tax Extension Limitation Law. |
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| 1 | | (e) Base Funding Minimum calculation. | 2 | | (1) For the 2017-2018 school year, the Base Funding | 3 | | Minimum of an Organizational Unit or a Specially Funded | 4 | | Unit shall be the amount of State funds distributed to the | 5 | | Organizational Unit or Specially Funded Unit during the | 6 | | 2016-2017 school year prior to any adjustments and | 7 | | specified appropriation amounts described in this | 8 | | paragraph (1) from the following Sections, as calculated by | 9 | | the State Superintendent: Section 18-8.05 of this Code (now | 10 | | repealed); Section 5 of Article 224 of Public Act 99-524 | 11 | | (equity grants); Section 14-7.02b of this Code (funding for | 12 | | children requiring special education services); Section | 13 | | 14-13.01 of this Code (special education facilities and | 14 | | staffing), except for reimbursement of the cost of | 15 | | transportation pursuant to Section 14-13.01; Section | 16 | | 14C-12 of this Code (English learners); and Section 18-4.3 | 17 | | of this Code (summer school), based on an appropriation | 18 | | level of $13,121,600. For a school district organized under | 19 | | Article 34 of this Code, the Base Funding Minimum also | 20 | | includes (i) the funds allocated to the school district | 21 | | pursuant to Section 1D-1 of this Code attributable to | 22 | | funding programs authorized by the Sections of this Code | 23 | | listed in the preceding sentence; and (ii) the difference | 24 | | between (I) the funds allocated to the school district | 25 | | pursuant to Section 1D-1 of this Code attributable to the | 26 | | funding programs authorized by Section 14-7.02 (non-public |
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| 1 | | special education reimbursement), subsection (b) of | 2 | | Section 14-13.01 (special education transportation), | 3 | | Section 29-5 (transportation), Section 2-3.80 | 4 | | (agricultural education), Section 2-3.66 (truants' | 5 | | alternative education), Section 2-3.62 (educational | 6 | | service centers), and Section 14-7.03 (special education - | 7 | | orphanage) of this Code and Section 15 of the Childhood | 8 | | Hunger Relief Act (free breakfast program) and (II) the | 9 | | school district's actual expenditures for its non-public | 10 | | special education, special education transportation, | 11 | | transportation programs, agricultural education, truants' | 12 | | alternative education, services that would otherwise be | 13 | | performed by a regional office of education, special | 14 | | education orphanage expenditures, and free breakfast, as | 15 | | most recently calculated and reported pursuant to | 16 | | subsection (f) of Section 1D-1 of this Code. The Base | 17 | | Funding Minimum for Glenwood Academy shall be $625,500. | 18 | | (2) For the 2018-2019 and subsequent school years, the | 19 | | Base Funding Minimum of Organizational Units and Specially | 20 | | Funded Units shall be the sum of (i) the amount of | 21 | | Evidence-Based Funding for the prior school year, (ii) the | 22 | | Base Funding Minimum for the prior school year, and (iii) | 23 | | any amount received by a school district pursuant to | 24 | | Section 7 of Article 97 of Public Act 100-21. | 25 | | (f) Percent of Adequacy and Final Resources calculation. | 26 | | (1) The Evidence-Based Funding formula establishes a |
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| 1 | | Percent of Adequacy for each Organizational Unit in order | 2 | | to place such units into tiers for the purposes of the | 3 | | funding distribution system described in subsection (g) of | 4 | | this Section. Initially, an Organizational Unit's | 5 | | Preliminary Resources and Preliminary Percent of Adequacy | 6 | | are calculated pursuant to paragraph (2) of this subsection | 7 | | (f). Then, an Organizational Unit's Final Resources and | 8 | | Final Percent of Adequacy are calculated to account for the | 9 | | Organizational Unit's poverty concentration levels | 10 | | pursuant to paragraphs (3) and (4) of this subsection (f). | 11 | | (2) An Organizational Unit's Preliminary Resources are | 12 | | equal to the sum of its Local Capacity Target, CPPRT, and | 13 | | Base Funding Minimum. An Organizational Unit's Preliminary | 14 | | Percent of Adequacy is the lesser of (i) its Preliminary | 15 | | Resources divided by its Adequacy Target or (ii) 100%. | 16 | | (3) Except for Specially Funded Units, an | 17 | | Organizational Unit's Final Resources are equal the sum of | 18 | | its Local Capacity, CPPRT, and Adjusted Base Funding | 19 | | Minimum. The Base Funding Minimum of each Specially Funded | 20 | | Unit shall serve as its Final Resources, except that the | 21 | | Base Funding Minimum for State-approved charter schools | 22 | | shall not include any portion of general State aid | 23 | | allocated in the prior year based on the per capita tuition | 24 | | charge times the charter school enrollment. | 25 | | (4) An Organizational Unit's Final Percent of Adequacy | 26 | | is its Final Resources divided by its Adequacy Target. An |
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| 1 | | Organizational Unit's Adjusted Base Funding Minimum is | 2 | | equal to its Base Funding Minimum less its Supplemental | 3 | | Grant Funding, with the resulting figure added to the | 4 | | product of its Supplemental Grant Funding and Preliminary | 5 | | Percent of Adequacy. | 6 | | (g) Evidence-Based Funding formula distribution system. | 7 | | (1) In each school year under the Evidence-Based | 8 | | Funding formula, each Organizational Unit receives funding | 9 | | equal to the sum of its Base Funding Minimum and the unit's | 10 | | allocation of New State Funds determined pursuant to this | 11 | | subsection (g). To allocate New State Funds, the | 12 | | Evidence-Based Funding formula distribution system first | 13 | | places all Organizational Units into one of 4 tiers in | 14 | | accordance with paragraph (3) of this subsection (g), based | 15 | | on the Organizational Unit's Final Percent of Adequacy. New | 16 | | State Funds are allocated to each of the 4 tiers as | 17 | | follows: Tier 1 Aggregate Funding equals 50% of all New | 18 | | State Funds, Tier 2 Aggregate Funding equals 49% of all New | 19 | | State Funds, Tier 3 Aggregate Funding equals 0.9% of all | 20 | | New State Funds, and Tier 4 Aggregate Funding equals 0.1% | 21 | | of all New State Funds. Each Organizational Unit within | 22 | | Tier 1 or Tier 2 receives an allocation of New State Funds | 23 | | equal to its tier Funding Gap, as defined in the following | 24 | | sentence, multiplied by the tier's Allocation Rate | 25 | | determined pursuant to paragraph (4) of this subsection | 26 | | (g). For Tier 1, an Organizational Unit's Funding Gap |
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| 1 | | equals the tier's Target Ratio, as specified in paragraph | 2 | | (5) of this subsection (g), multiplied by the | 3 | | Organizational Unit's Adequacy Target, with the resulting | 4 | | amount reduced by the Organizational Unit's Final | 5 | | Resources. For Tier 2, an Organizational Unit's Funding Gap | 6 | | equals the tier's Target Ratio, as described in paragraph | 7 | | (5) of this subsection (g), multiplied by the | 8 | | Organizational Unit's Adequacy Target, with the resulting | 9 | | amount reduced by the Organizational Unit's Final | 10 | | Resources and its Tier 1 funding allocation. To determine | 11 | | the Organizational Unit's Funding Gap, the resulting | 12 | | amount is then multiplied by a factor equal to one minus | 13 | | the Organizational Unit's Local Capacity Target | 14 | | percentage. Each Organizational Unit within Tier 3 or Tier | 15 | | 4 receives an allocation of New State Funds equal to the | 16 | | product of its Adequacy Target and the tier's Allocation | 17 | | Rate, as specified in paragraph (4) of this subsection (g). | 18 | | (2) To ensure equitable distribution of dollars for all | 19 | | Tier 2 Organizational Units, no Tier 2 Organizational Unit | 20 | | shall receive fewer dollars per ASE than any Tier 3 | 21 | | Organizational Unit. Each Tier 2 and Tier 3 Organizational | 22 | | Unit shall have its funding allocation divided by its ASE. | 23 | | Any Tier 2 Organizational Unit with a funding allocation | 24 | | per ASE below the greatest Tier 3 allocation per ASE shall | 25 | | get a funding allocation equal to the greatest Tier 3 | 26 | | funding allocation per ASE multiplied by the |
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| 1 | | Organizational Unit's ASE. Each Tier 2 Organizational | 2 | | Unit's Tier 2 funding allocation shall be multiplied by the | 3 | | percentage calculated by dividing the original Tier 2 | 4 | | Aggregate Funding by the sum of all Tier 2 Organizational | 5 | | Unit's Tier 2 funding allocation after adjusting | 6 | | districts' funding below Tier 3 levels. | 7 | | (3) Organizational Units are placed into one of 4 tiers | 8 | | as follows: | 9 | | (A) Tier 1 consists of all Organizational Units, | 10 | | except for Specially Funded Units, with a Percent of | 11 | | Adequacy less than the Tier 1 Target Ratio. The Tier 1 | 12 | | Target Ratio is the ratio level that allows for Tier 1 | 13 | | Aggregate Funding to be distributed, with the Tier 1 | 14 | | Allocation Rate determined pursuant to paragraph (4) | 15 | | of this subsection (g). | 16 | | (B) Tier 2 consists of all Tier 1 Units and all | 17 | | other Organizational Units, except for Specially | 18 | | Funded Units, with a Percent of Adequacy of less than | 19 | | 0.90. | 20 | | (C) Tier 3 consists of all Organizational Units, | 21 | | except for Specially Funded Units, with a Percent of | 22 | | Adequacy of at least 0.90 and less than 1.0. | 23 | | (D) Tier 4 consists of all Organizational Units | 24 | | with a Percent of Adequacy of at least 1.0. | 25 | | (4) The Allocation Rates for Tiers 1 through 4 is | 26 | | determined as follows: |
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| 1 | | (A) The Tier 1 Allocation Rate is 30%. | 2 | | (B) The Tier 2 Allocation Rate is the result of the | 3 | | following equation: Tier 2 Aggregate Funding, divided | 4 | | by the sum of the Funding Gaps for all Tier 2 | 5 | | Organizational Units, unless the result of such | 6 | | equation is higher than 1.0. If the result of such | 7 | | equation is higher than 1.0, then the Tier 2 Allocation | 8 | | Rate is 1.0. | 9 | | (C) The Tier 3 Allocation Rate is the result of the | 10 | | following equation: Tier 3
Aggregate Funding, divided | 11 | | by the sum of the Adequacy Targets of all Tier 3 | 12 | | Organizational
Units. | 13 | | (D) The Tier 4 Allocation Rate is the result of the | 14 | | following equation: Tier 4
Aggregate Funding, divided | 15 | | by the sum of the Adequacy Targets of all Tier 4 | 16 | | Organizational
Units. | 17 | | (5) A tier's Target Ratio is determined as follows: | 18 | | (A) The Tier 1 Target Ratio is the ratio level that | 19 | | allows for Tier 1 Aggregate Funding to be distributed | 20 | | with the Tier 1 Allocation Rate. | 21 | | (B) The Tier 2 Target Ratio is 0.90. | 22 | | (C) The Tier 3 Target Ratio is 1.0. | 23 | | (6) If, at any point, the Tier 1 Target Ratio is | 24 | | greater than 90%, than all Tier 1 funding shall be | 25 | | allocated to Tier 2 and no Tier 1 Organizational Unit's | 26 | | funding may be identified. |
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| 1 | | (7) In the event that all Tier 2 Organizational Units | 2 | | receive funding at the Tier 2 Target Ratio level, any | 3 | | remaining New State Funds shall be allocated to Tier 3 and | 4 | | Tier 4 Organizational Units. | 5 | | (8) If any Specially Funded Units, excluding Glenwood | 6 | | Academy, recognized by the State Board do not qualify for | 7 | | direct funding following the implementation of this | 8 | | amendatory Act of the 100th General Assembly from any of | 9 | | the funding sources included within the definition of Base | 10 | | Funding Minimum, the unqualified portion of the Base | 11 | | Funding Minimum shall be transferred to one or more | 12 | | appropriate Organizational Units as determined by the | 13 | | State Superintendent based on the prior year ASE of the | 14 | | Organizational Units. | 15 | | (8.5) If a school district withdraws from a special | 16 | | education cooperative, the portion of the Base Funding | 17 | | Minimum that is attributable to the school district may be | 18 | | redistributed to the school district upon withdrawal. The | 19 | | school district and the cooperative must include the amount | 20 | | of the Base Funding Minimum that is to be re-apportioned in | 21 | | their withdrawal agreement and notify the State Board of | 22 | | the change with a copy of the agreement upon withdrawal. | 23 | | (9) The Minimum Funding Level is intended to establish | 24 | | a target for State funding that will keep pace with | 25 | | inflation and continue to advance equity through the | 26 | | Evidence-Based Funding formula. The target for State |
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| 1 | | funding of New Property Tax Relief Pool Funds is | 2 | | $50,000,000 for State fiscal year 2019 and subsequent State | 3 | | fiscal years. The Minimum Funding Level is equal to | 4 | | $350,000,000. In addition to any New State Funds, no more | 5 | | than $50,000,000 New Property Tax Relief Pool Funds may be | 6 | | counted towards the Minimum Funding Level. If the sum of | 7 | | New State Funds and applicable New Property Tax Relief Pool | 8 | | Funds are less than the Minimum Funding Level, than funding | 9 | | for tiers shall be reduced in the following manner: | 10 | | (A) First, Tier 4 funding shall be reduced by an | 11 | | amount equal to the difference between the Minimum | 12 | | Funding Level and New State Funds until such time as | 13 | | Tier 4 funding is exhausted. | 14 | | (B) Next, Tier 3 funding shall be reduced by an | 15 | | amount equal to the difference between the Minimum | 16 | | Funding Level and New State Funds and the reduction in | 17 | | Tier 4 funding until such time as Tier 3 funding is | 18 | | exhausted. | 19 | | (C) Next, Tier 2 funding shall be reduced by an | 20 | | amount equal to the difference between the Minimum | 21 | | Funding level and new State Funds and the reduction | 22 | | Tier 4 and Tier 3. | 23 | | (D) Finally, Tier 1 funding shall be reduced by an | 24 | | amount equal to the difference between the Minimum | 25 | | Funding level and New State Funds and the reduction in | 26 | | Tier 2, 3, and 4 funding. In addition, the Allocation |
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| 1 | | Rate for Tier 1 shall be reduced to a percentage equal | 2 | | to the Tier 1 allocation rate set by paragraph (4) of | 3 | | this subsection (g), multiplied by the result of New | 4 | | State Funds 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
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| 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 | 14 | | district 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 |
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| 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 | | and computer technology and equipment for Organizational | 19 | | Units assigned to Tier 1 or Tier 2 that received an | 20 | | additional $285.50 per student computer technology and | 21 | | equipment investment grant to their Adequacy Target | 22 | | pursuant to the unit's Base Funding Minimum, Special | 23 | | Education Allocation, Bilingual Education Allocation, and | 24 | | computer technology and equipment investment allocation. | 25 | | (5) Moneys distributed under this Section shall be | 26 | | calculated on a school year basis, but paid on a fiscal |
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| 1 | | year basis, with payments beginning in August and extending | 2 | | through June. Unless otherwise provided, the moneys | 3 | | appropriated for each fiscal year shall be distributed in | 4 | | 22 equal payments at least 2 times monthly to each | 5 | | Organizational Unit. The State Board shall publish a yearly | 6 | | distribution schedule at its meeting in June. If moneys | 7 | | appropriated for any fiscal year are distributed other than | 8 | | monthly, the distribution shall be on the same basis for | 9 | | each Organizational Unit. | 10 | | (6) Any school district that fails, for any given | 11 | | school year, to maintain school as required by law or to | 12 | | maintain a recognized school is not eligible to receive | 13 | | Evidence-Based Funding. In case of non-recognition of one | 14 | | or more attendance centers in a school district otherwise | 15 | | operating recognized schools, the claim of the district | 16 | | shall be reduced in the proportion that the enrollment in | 17 | | the attendance center or centers bears to the enrollment of | 18 | | the school district. "Recognized school" means any public | 19 | | school that meets the standards for recognition by the | 20 | | State Board. A school district or attendance center not | 21 | | having recognition status at the end of a school term is | 22 | | entitled to receive State aid payments due upon a legal | 23 | | claim that was filed while it was recognized. | 24 | | (7) School district claims filed under this Section are | 25 | | subject to Sections 18-9 and 18-12 of this Code, except as | 26 | | otherwise provided in this Section. |
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| 1 | | (8) Each fiscal year, the State Superintendent shall | 2 | | calculate for each Organizational Unit an amount of its | 3 | | Base Funding Minimum and Evidence-Based Funding that shall | 4 | | be deemed attributable to the provision of special | 5 | | educational facilities and services, as defined in Section | 6 | | 14-1.08 of this Code, in a manner that ensures compliance | 7 | | with maintenance of State financial support requirements | 8 | | under the federal Individuals with Disabilities Education | 9 | | Act. An Organizational Unit must use such funds only for | 10 | | the provision of special educational facilities and | 11 | | services, as defined in Section 14-1.08 of this Code, and | 12 | | must comply with any expenditure verification procedures | 13 | | adopted by the State Board. | 14 | | (9) All Organizational Units in this State must submit | 15 | | annual spending plans by the end of September of each year | 16 | | to the State Board as part of the annual budget process, | 17 | | which shall describe how each Organizational Unit will | 18 | | utilize the Base Minimum Funding and Evidence-Based | 19 | | funding it receives from this State under this Section with | 20 | | specific identification of the intended utilization of | 21 | | Low-Income, English learner, and special education | 22 | | resources. Additionally, the annual spending plans of each | 23 | | Organizational Unit shall describe how the Organizational | 24 | | Unit expects to achieve student growth and how the | 25 | | Organizational Unit will achieve State education goals, as | 26 | | defined by the State Board. The State Superintendent may, |
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| 1 | | from time to time, identify additional requisites for | 2 | | Organizational Units to satisfy when compiling the annual | 3 | | spending plans required under this subsection (h). The | 4 | | format and scope of annual spending plans shall be | 5 | | developed by the State Superintendent in conjunction with | 6 | | the Professional Review Panel. School districts that serve | 7 | | students under Article 14C of this Code shall continue to | 8 | | submit information as required under Section 14C-12 of this | 9 | | Code. | 10 | | (10) No later than January 1, 2018, the State | 11 | | Superintendent shall develop a 5-year strategic plan for | 12 | | all Organizational Units to help in planning for adequacy | 13 | | funding under this Section. The State Superintendent shall | 14 | | submit the plan to the Governor and the General Assembly, | 15 | | as provided in Section 3.1 of the General Assembly | 16 | | Organization Act. The plan shall include recommendations | 17 | | for: | 18 | | (A) a framework for collaborative, professional, | 19 | | innovative, and 21st century learning environments | 20 | | using the Evidence-Based Funding model; | 21 | | (B) ways to prepare and support this State's | 22 | | educators for successful instructional careers; | 23 | | (C) application and enhancement of the current | 24 | | financial accountability measures, the approved State | 25 | | plan to comply with the federal Every Student Succeeds | 26 | | Act, and the Illinois Balanced Accountability Measures |
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| 1 | | in relation to student growth and elements of the | 2 | | Evidence-Based Funding model; and | 3 | | (D) implementation of an effective school adequacy | 4 | | funding system based on projected and recommended | 5 | | funding levels from the General Assembly. | 6 | | (i) Professional Review Panel. | 7 | | (1) A Professional Review Panel is created to study and | 8 | | review the implementation and effect of the Evidence-Based | 9 | | Funding model under this Section and to recommend continual | 10 | | recalibration and future study topics and modifications to | 11 | | the Evidence-Based Funding model. The Panel shall elect a | 12 | | chairperson and vice chairperson by a majority vote of the | 13 | | Panel and shall advance recommendations based on a majority | 14 | | vote of the Panel. A minority opinion may also accompany | 15 | | any recommendation of the majority of the Panel. The Panel | 16 | | shall be appointed by the State Superintendent, except as | 17 | | otherwise provided in paragraph (2) of this subsection (i) | 18 | | and include the following members: | 19 | | (A) Two appointees that represent district | 20 | | superintendents, recommended by a statewide | 21 | | organization that represents district superintendents. | 22 | | (B) Two appointees that represent school boards, | 23 | | recommended by a statewide organization that | 24 | | represents school boards. | 25 | | (C) Two appointees from districts that represent | 26 | | school business officials, recommended by a statewide |
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| 1 | | organization that represents school business | 2 | | officials. | 3 | | (D) Two appointees that represent school | 4 | | principals, recommended by a statewide organization | 5 | | that represents school principals. | 6 | | (E) Two appointees that represent teachers, | 7 | | recommended by a statewide organization that | 8 | | represents teachers. | 9 | | (F) Two appointees that represent teachers, | 10 | | recommended by another statewide organization that | 11 | | represents teachers. | 12 | | (G) Two appointees that represent regional | 13 | | superintendents of schools, recommended by | 14 | | organizations that represent regional superintendents. | 15 | | (H) Two independent experts selected solely by the | 16 | | State Superintendent. | 17 | | (I) Two independent experts recommended by public | 18 | | universities in this State. | 19 | | (J) One member recommended by a statewide | 20 | | organization that represents parents. | 21 | | (K) Two representatives recommended by collective | 22 | | impact organizations that represent major metropolitan | 23 | | areas or geographic areas in Illinois. | 24 | | (L) One member from a statewide organization | 25 | | focused on research-based education policy to support | 26 | | a school system that prepares all students for college, |
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| 1 | | a career, and democratic citizenship. | 2 | | (M) One representative from a school district | 3 | | organized under Article 34 of this Code. | 4 | | The State Superintendent shall ensure that the | 5 | | membership of the Panel includes representatives from | 6 | | school districts and communities reflecting the | 7 | | geographic, socio-economic, racial, and ethnic diversity | 8 | | of this State. The State Superintendent shall additionally | 9 | | ensure that the membership of the Panel includes | 10 | | representatives with expertise in bilingual education and | 11 | | special education. Staff from the State Board shall staff | 12 | | the Panel. | 13 | | (2) In addition to those Panel members appointed by the | 14 | | State Superintendent, 4 members of the General Assembly | 15 | | shall be appointed as follows: one member of the House of | 16 | | Representatives appointed by the Speaker of the House of | 17 | | Representatives, one member of the Senate appointed by the | 18 | | President of the Senate, one member of the House of | 19 | | Representatives appointed by the Minority Leader of the | 20 | | House of Representatives, and one member of the Senate | 21 | | appointed by the Minority Leader of the Senate. There shall | 22 | | be one additional member appointed by the Governor. All | 23 | | members appointed by legislative leaders or the Governor | 24 | | shall be non-voting, ex officio members. | 25 | | (3) On an annual basis, the State Superintendent shall | 26 | | recalibrate the following per pupil elements of the |
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| 1 | | Adequacy Target and applied to the formulas, based on the | 2 | | Panel's study of average expenses as reported in the most | 3 | | recent annual financial report: | 4 | | (A) gifted under subparagraph (M) of paragraph (2) | 5 | | of subsection (b) of this Section; | 6 | | (B) instructional materials under subparagraph (O) | 7 | | of paragraph (2) of subsection (b) of this Section; | 8 | | (C) assessment under subparagraph (P) of paragraph | 9 | | (2) of subsection (b) of this Section; | 10 | | (D) student activities under subparagraph (R) of | 11 | | paragraph (2) of subsection (b) of this Section; | 12 | | (E) maintenance and operations under subparagraph | 13 | | (S) of paragraph (2) of subsection (b) of this Section; | 14 | | and | 15 | | (F) central office under subparagraph (T) of | 16 | | paragraph (2) of subsection (b) of this Section. | 17 | | (4) On a periodic basis, the Panel shall study all the | 18 | | following elements and make recommendations to the State | 19 | | Board, the General Assembly, and the Governor for | 20 | | modification of this Section: | 21 | | (A) The format and scope of annual spending plans | 22 | | referenced in paragraph (9) of subsection (h) of this | 23 | | Section. | 24 | | (B) The Comparable Wage Index under this Section, | 25 | | to be studied by the Panel and reestablished by the | 26 | | State Superintendent every 5 years. |
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| 1 | | (C) Maintenance and operations. Within 5 years | 2 | | after the implementation of this Section, the Panel | 3 | | shall make recommendations for the further study of | 4 | | maintenance and operations costs, including capital | 5 | | maintenance costs, and recommend any additional | 6 | | reporting data required from Organizational Units. | 7 | | (D) "At-risk student" definition. Within 5 years | 8 | | after the implementation of this Section, the Panel | 9 | | shall make recommendations for the further study and | 10 | | determination of an "at-risk student" definition. | 11 | | Within 5 years after the implementation of this | 12 | | Section, the Panel shall evaluate and make | 13 | | recommendations regarding adequate funding for poverty | 14 | | concentration under the Evidence-Based Funding model. | 15 | | (E) Benefits. Within 5 years after the | 16 | | implementation of this Section, the Panel shall make | 17 | | recommendations for further study of benefit costs. | 18 | | (F) Technology. The per pupil target for | 19 | | technology shall be reviewed every 3 years to determine | 20 | | whether current allocations are sufficient to develop | 21 | | 21st century learning in all classrooms in this State | 22 | | and supporting a one-to-one technological device | 23 | | program in each school. Recommendations shall be made | 24 | | no later than 3 years after the implementation of this | 25 | | Section. | 26 | | (G) Local Capacity Target. Within 3 years after the |
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| 1 | | implementation of this Section, the Panel shall make | 2 | | recommendations for any additional data desired to | 3 | | analyze possible modifications to the Local Capacity | 4 | | Target, to be based on measures in addition to solely | 5 | | EAV and to be completed within 5 years after | 6 | | implementation of this Section. | 7 | | (H) Funding for Alternative Schools, Laboratory | 8 | | Schools, safe schools, and alternative learning | 9 | | opportunities programs. By the beginning of the | 10 | | 2021-2022 school year, the Panel shall study and make | 11 | | recommendations regarding the funding levels for | 12 | | Alternative Schools, Laboratory Schools, safe schools, | 13 | | and alternative learning opportunities programs in | 14 | | this State. | 15 | | (I) Funding for college and career acceleration | 16 | | strategies. By the beginning of the 2021-2022 school | 17 | | year, the Panel shall study and make recommendations | 18 | | regarding funding levels to support college and career | 19 | | acceleration strategies in high school that have been | 20 | | demonstrated to result in improved secondary and | 21 | | postsecondary outcomes, including Advanced Placement, | 22 | | dual-credit opportunities, and college and career | 23 | | pathway systems. | 24 | | (J) Special education investments. By the | 25 | | beginning of the 2021-2022 school year, the Panel shall | 26 | | study and make recommendations on whether and how to |
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| 1 | | account for disability types within the special | 2 | | education funding category. | 3 | | (K) Early childhood investments. In collaboration | 4 | | with the Illinois Early Learning Council, the Panel | 5 | | shall include an analysis of what level of Preschool | 6 | | for All Children funding would be necessary to serve | 7 | | all children ages 0 through 5 years in the | 8 | | highest-priority service tier, as specified in | 9 | | paragraph (4.5) of subsection (a) of Section 2-3.71 of | 10 | | this Code, and an analysis of the potential cost | 11 | | savings that that level of Preschool for All Children | 12 | | investment would have on the kindergarten through | 13 | | grade 12 system. | 14 | | (5) Within 5 years after the implementation of this | 15 | | Section, the Panel shall complete an evaluative study of | 16 | | the entire Evidence-Based Funding model, including an | 17 | | assessment of whether or not the formula is achieving State | 18 | | goals. The Panel shall report to the State Board, the | 19 | | General Assembly, and the Governor on the findings of the | 20 | | study. | 21 | | (6) Within 3 years after the implementation of this | 22 | | Section, the Panel shall evaluate and provide | 23 | | recommendations to the Governor and the General Assembly on | 24 | | the hold-harmless provisions of this Section found in the | 25 | | Base Funding Minimum. | 26 | | (j) References. Beginning July 1, 2017, references in other |
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| 1 | | laws to general State aid funds or calculations under Section | 2 | | 18-8.05 of this Code (now repealed) shall be deemed to be | 3 | | references to evidence-based model formula funds or | 4 | | calculations under this Section.
| 5 | | (Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18; | 6 | | 100-582, eff. 3-23-18.)".
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