Illinois General Assembly - Full Text of SB0813
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Full Text of SB0813  102nd General Assembly


Sen. Adriane Johnson

Filed: 4/12/2021





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2    AMENDMENT NO. ______. Amend Senate Bill 813 by replacing
3everything after the enacting clause with the following:
4    "Section 5. The School Code is amended by changing Section
518-8.15 as follows:
6    (105 ILCS 5/18-8.15)
7    Sec. 18-8.15. Evidence-Based Funding for student success
8for the 2017-2018 and subsequent school years.
9    (a) General provisions.
10        (1) The purpose of this Section is to ensure that, by
11    June 30, 2027 and beyond, this State has a kindergarten
12    through grade 12 public education system with the capacity
13    to ensure the educational development of all persons to
14    the limits of their capacities in accordance with Section
15    1 of Article X of the Constitution of the State of
16    Illinois. To accomplish that objective, this Section



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



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



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



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



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



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



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1    Board of Education the intent to implement full-day
2    kindergarten district-wide for all students, then all
3    students attending kindergarten shall be counted as 1.0.
4    Special education pre-kindergarten students shall be
5    counted as 0.5 each. If the State Board does not collect or
6    has not collected both an October 1 and March 1 enrollment
7    count by grade or a December 1 collection of special
8    education pre-kindergarten students as of August 31, 2017
9    (the effective date of Public Act 100-465), it shall
10    establish such collection for all future years. For any
11    year in which a count by grade level was collected only
12    once, that count shall be used as the single count
13    available for computing a 3-year average ASE. Funding for
14    programs operated by a regional office of education or an
15    intermediate service center must be calculated using the
16    Evidence-Based Funding formula under this Section for the
17    2019-2020 school year and each subsequent school year
18    until separate adequacy formulas are developed and adopted
19    for each type of program. ASE for a program operated by a
20    regional office of education or an intermediate service
21    center must be determined by the March 1 enrollment for
22    the program. For the 2019-2020 school year, the ASE used
23    in the calculation must be the first-year ASE and, in that
24    year only, the assignment of students served by a regional
25    office of education or intermediate service center shall
26    not result in a reduction of the March enrollment for any



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1    school district. For the 2020-2021 school year, the ASE
2    must be the greater of the current-year ASE or the 2-year
3    average ASE. Beginning with the 2021-2022 school year, the
4    ASE must be the greater of the current-year ASE or the
5    3-year average ASE. School districts shall submit the data
6    for the ASE calculation to the State Board within 45 days
7    of the dates required in this Section for submission of
8    enrollment data in order for it to be included in the ASE
9    calculation. For fiscal year 2018 only, the ASE
10    calculation shall include only enrollment taken on October
11    1. In recognition of the impact of COVID-19, the
12    definition of "Average Student Enrollment" or "ASE" shall
13    be adjusted for calculations under this Section for fiscal
14    years 2022 through 2024. For fiscal years 2022 through
15    2024, the enrollment used in the calculation of ASE
16    representing the 2020-2021 school year shall be the
17    greater of the enrollment for the 2020-2021 school year or
18    the 2019-2020 school year.
19        "Base Funding Guarantee" is defined in paragraph (10)
20    of subsection (g) of this Section.
21        "Base Funding Minimum" is defined in subsection (e) of
22    this Section.
23        "Base Tax Year" means the property tax levy year used
24    to calculate the Budget Year allocation of primary State
25    aid.
26        "Base Tax Year's Extension" means the product of the



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



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



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



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



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



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



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



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1    populations shall be determined by applying the low-income
2    percentage to total student enrollments by grade level.
3    The low-income percentage is determined by dividing the
4    Low-Income Count by the Average Student Enrollment. The
5    low-income percentage for programs operated by a regional
6    office of education or an intermediate service center must
7    be set to the weighted average of the low-income
8    percentages of all of the school districts in the service
9    region. The weighted low-income percentage is the result
10    of multiplying the low-income percentage of each school
11    district served by the regional office of education or
12    intermediate service center by each school district's
13    Average Student Enrollment, summarizing those products and
14    dividing the total by the total Average Student Enrollment
15    for the service region.
16        "Maintenance and operations" means custodial services,
17    facility and ground maintenance, facility operations,
18    facility security, routine facility repairs, and other
19    similar services and functions.
20        "Minimum Funding Level" is defined in paragraph (9) of
21    subsection (g) of this Section.
22        "New Property Tax Relief Pool Funds" means, for any
23    given fiscal year, all State funds appropriated under
24    Section 2-3.170 of this Code.
25        "New State Funds" means, for a given school year, all
26    State funds appropriated for Evidence-Based Funding in



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



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1    typically serving 9th through 12th grades, a program
2    established under Section 2-3.66 or 2-3.41, or a program
3    operated by a regional office of education or an
4    intermediate service center under Article 13A or 13B. The
5    General Assembly acknowledges that the actual grade levels
6    served by a particular Organizational Unit may vary
7    slightly from what is typical.
8        "Organizational Unit CWI" is determined by calculating
9    the CWI in the region and original county in which an
10    Organizational Unit's primary administrative office is
11    located as set forth in this paragraph, provided that if
12    the Organizational Unit CWI as calculated in accordance
13    with this paragraph is less than 0.9, the Organizational
14    Unit CWI shall be increased to 0.9. Each county's current
15    CWI value shall be adjusted based on the CWI value of that
16    county's neighboring Illinois counties, to create a
17    "weighted adjusted index value". This shall be calculated
18    by summing the CWI values of all of a county's adjacent
19    Illinois counties and dividing by the number of adjacent
20    Illinois counties, then taking the weighted value of the
21    original county's CWI value and the adjacent Illinois
22    county average. To calculate this weighted value, if the
23    number of adjacent Illinois counties is greater than 2,
24    the original county's CWI value will be weighted at 0.25
25    and the adjacent Illinois county average will be weighted
26    at 0.75. If the number of adjacent Illinois counties is 2,



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



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



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



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1    subsection (H) of Section 18-8.05 of this Code (now
2    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 Units' 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 to replace
22    another 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
13    Aggregate Funding" are defined in paragraph (1) of
14    subsection (g).
15    (b) Adequacy Target calculation.
16        (1) Each Organizational Unit's Adequacy Target is the
17    sum of the Organizational Unit's cost of providing
18    Essential Elements, as calculated in accordance with this
19    subsection (b), with the salary amounts in the Essential
20    Elements multiplied by a Regionalization Factor calculated
21    pursuant to paragraph (3) of this subsection (b).
22        (2) The Essential Elements are attributable on a pro
23    rata basis related to defined subgroups of the ASE of each
24    Organizational Unit as specified in this paragraph (2),
25    with investments and FTE positions pro rata funded based
26    on ASE counts in excess of or less than the thresholds set



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



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



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



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



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



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1        assessment costs.
2            (Q) Computer technology and equipment investments.
3        Each Organizational Unit shall receive $285.50 per
4        student of the combined ASE of pre-kindergarten
5        children with disabilities and all kindergarten
6        through grade 12 students to cover computer technology
7        and equipment costs. For the 2018-2019 school year and
8        subsequent school years, Organizational Units assigned
9        to Tier 1 and Tier 2 in the prior school year shall
10        receive an additional $285.50 per student of the
11        combined ASE of pre-kindergarten children with
12        disabilities and all kindergarten through grade 12
13        students to cover computer technology and equipment
14        costs in the Organizational Unit's Adequacy Target.
15        The State Board may establish additional requirements
16        for Organizational Unit expenditures of funds received
17        pursuant to this subparagraph (Q), including a
18        requirement that funds received pursuant to this
19        subparagraph (Q) may be used only for serving the
20        technology needs of the district. It is the intent of
21        Public Act 100-465 that all Tier 1 and Tier 2 districts
22        receive the addition to their Adequacy Target in the
23        following year, subject to compliance with the
24        requirements of the State Board.
25            (R) Student activities investments. Each
26        Organizational Unit shall receive the following



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1        funding amounts to cover student activities: $100 per
2        kindergarten through grade 5 ASE student in elementary
3        school, plus $200 per ASE student in middle school,
4        plus $675 per ASE student in high school.
5            (S) Maintenance and operations investments. Each
6        Organizational Unit shall receive $1,038 per student
7        of the combined ASE of pre-kindergarten children with
8        disabilities and all kindergarten through grade 12
9        students for day-to-day maintenance and operations
10        expenditures, including salary, supplies, and
11        materials, as well as purchased services, but
12        excluding employee benefits. The proportion of salary
13        for the application of a Regionalization Factor and
14        the calculation of benefits is equal to $352.92.
15            (T) Central office investments. Each
16        Organizational Unit shall receive $742 per student of
17        the combined ASE of pre-kindergarten children with
18        disabilities and all kindergarten through grade 12
19        students to cover central office operations, including
20        administrators and classified personnel charged with
21        managing the instructional programs, business and
22        operations of the school district, and security
23        personnel. The proportion of salary for the
24        application of a Regionalization Factor and the
25        calculation of benefits is equal to $368.48.
26            (U) Employee benefit investments. Each



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



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



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



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



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



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



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



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1        Local Capacity Percentage shall be set at 10% in
2        recognition of the absence of EAV and resources from
3        the public university that are allocated to the
4        Laboratory School. For programs operated by a regional
5        office of education or an intermediate service center,
6        the Local Capacity Percentage must be set at 10% in
7        recognition of the absence of EAV and resources from
8        school districts that are allocated to the regional
9        office of education or intermediate service center.
10        The weighted mean for the Local Capacity Percentage
11        shall be determined by multiplying each Organizational
12        Unit's Local Capacity Ratio times the ASE for the unit
13        creating a weighted value, summing the weighted values
14        of all Organizational Units, and dividing by the total
15        ASE of all Organizational Units. The weighted standard
16        deviation shall be determined by taking the square
17        root of the weighted variance of all Organizational
18        Units' Local Capacity Ratio, where the variance is
19        calculated by squaring the difference between each
20        unit's Local Capacity Ratio and the weighted mean,
21        then multiplying the variance for each unit times the
22        ASE for the unit to create a weighted variance for each
23        unit, then summing all units' weighted variance and
24        dividing by the total ASE of all units.
25            (D) For any Organizational Unit, the
26        Organizational Unit's Adjusted Local Capacity Target



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



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



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



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



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



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



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



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



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



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1    education orphanage expenditures, and free breakfast, as
2    most recently calculated and reported pursuant to
3    subsection (f) of Section 1D-1 of this Code. The Base
4    Funding Minimum for Glenwood Academy shall be $625,500.
5    For programs operated by a regional office of education or
6    an intermediate service center, the Base Funding Minimum
7    must be the total amount of State funds allocated to those
8    programs in the 2018-2019 school year and amounts provided
9    pursuant to Article 34 of Public Act 100-586 and Section
10    3-16 of this Code. All programs established after June 5,
11    2019 (the effective date of Public Act 101-10) and
12    administered by a regional office of education or an
13    intermediate service center must have an initial Base
14    Funding Minimum set to an amount equal to the first-year
15    ASE multiplied by the amount of per pupil funding received
16    in the previous school year by the lowest funded similar
17    existing program type. If the enrollment for a program
18    operated by a regional office of education or an
19    intermediate service center is zero, then it may not
20    receive Base Funding Minimum funds for that program in the
21    next fiscal year, and those funds must be distributed to
22    Organizational Units under subsection (g).
23        (2) For the 2018-2019 and subsequent school years, the
24    Base Funding Minimum of Organizational Units and Specially
25    Funded Units shall be the sum of (i) the amount of
26    Evidence-Based Funding for the prior school year, (ii) the



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1    Base Funding Minimum for the prior school year, and (iii)
2    any amount received by a school district pursuant to
3    Section 7 of Article 97 of Public Act 100-21.
4        (3) Subject to approval by the General Assembly as
5    provided in this paragraph (3), an Organizational Unit
6    that meets all of the following criteria, as determined by
7    the State Board, shall have District Intervention Money
8    added to its Base Funding Minimum at the time the Base
9    Funding Minimum is calculated by the State Board:
10            (A) The Organizational Unit is operating under an
11        Independent Authority under Section 2-3.25f-5 of this
12        Code for a minimum of 4 school years or is subject to
13        the control of the State Board pursuant to a court
14        order for a minimum of 4 school years.
15            (B) The Organizational Unit was designated as a
16        Tier 1 or Tier 2 Organizational Unit in the previous
17        school year under paragraph (3) of subsection (g) of
18        this Section.
19            (C) The Organizational Unit demonstrates
20        sustainability through a 5-year financial and
21        strategic plan.
22            (D) The Organizational Unit has made sufficient
23        progress and achieved sufficient stability in the
24        areas of governance, academic growth, and finances.
25        As part of its determination under this paragraph (3),
26    the State Board may consider the Organizational Unit's



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1    summative designation, any accreditations of the
2    Organizational Unit, or the Organizational Unit's
3    financial profile, as calculated by the State Board.
4        If the State Board determines that an Organizational
5    Unit has met the criteria set forth in this paragraph (3),
6    it must submit a report to the General Assembly, no later
7    than January 2 of the fiscal year in which the State Board
8    makes it determination, on the amount of District
9    Intervention Money to add to the Organizational Unit's
10    Base Funding Minimum. The General Assembly must review the
11    State Board's report and may approve or disapprove, by
12    joint resolution, the addition of District Intervention
13    Money. If the General Assembly fails to act on the report
14    within 40 calendar days from the receipt of the report,
15    the addition of District Intervention Money is deemed
16    approved. If the General Assembly approves the amount of
17    District Intervention Money to be added to the
18    Organizational Unit's Base Funding Minimum, the District
19    Intervention Money must be added to the Base Funding
20    Minimum annually thereafter.
21        For the first 4 years following the initial year that
22    the State Board determines that an Organizational Unit has
23    met the criteria set forth in this paragraph (3) and has
24    received funding under this Section, the Organizational
25    Unit must annually submit to the State Board, on or before
26    November 30, a progress report regarding its financial and



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1    strategic plan under subparagraph (C) of this paragraph
2    (3). The plan shall include the financial data from the
3    past 4 annual financial reports or financial audits that
4    must be presented to the State Board by November 15 of each
5    year and the approved budget financial data for the
6    current year. The plan shall be developed according to the
7    guidelines presented to the Organizational Unit by the
8    State Board. The plan shall further include financial
9    projections for the next 3 fiscal years and include a
10    discussion and financial summary of the Organizational
11    Unit's facility needs. If the Organizational Unit does not
12    demonstrate sufficient progress toward its 5-year plan or
13    if it has failed to file an annual financial report, an
14    annual budget, a financial plan, a deficit reduction plan,
15    or other financial information as required by law, the
16    State Board may establish a Financial Oversight Panel
17    under Article 1H of this Code. However, if the
18    Organizational Unit already has a Financial Oversight
19    Panel, the State Board may extend the duration of the
20    Panel.
21    (f) Percent of Adequacy and Final Resources calculation.
22        (1) The Evidence-Based Funding formula establishes a
23    Percent of Adequacy for each Organizational Unit in order
24    to place such units into tiers for the purposes of the
25    funding distribution system described in subsection (g) of
26    this Section. Initially, an Organizational Unit's



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



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



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



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1    the percentage calculated by dividing the original Tier 2
2    Aggregate Funding by the sum of all Tier 2 Organizational
3    Units' Tier 2 funding allocation after adjusting
4    districts' funding below Tier 3 levels.
5        (3) Organizational Units are placed into one of 4
6    tiers as follows:
7            (A) Tier 1 consists of all Organizational Units,
8        except for Specially Funded Units, with a Percent of
9        Adequacy less than the Tier 1 Target Ratio. The Tier 1
10        Target Ratio is the ratio level that allows for Tier 1
11        Aggregate Funding to be distributed, with the Tier 1
12        Allocation Rate determined pursuant to paragraph (4)
13        of this subsection (g).
14            (B) Tier 2 consists of all Tier 1 Units and all
15        other Organizational Units, except for Specially
16        Funded Units, with a Percent of Adequacy of less than
17        0.90.
18            (C) Tier 3 consists of all Organizational Units,
19        except for Specially Funded Units, with a Percent of
20        Adequacy of at least 0.90 and less than 1.0.
21            (D) Tier 4 consists of all Organizational Units
22        with a Percent of Adequacy of at least 1.0.
23        (4) The Allocation Rates for Tiers 1 through 4 are
24    determined as follows:
25            (A) The Tier 1 Allocation Rate is 30%.
26            (B) The Tier 2 Allocation Rate is the result of the



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1        following equation: Tier 2 Aggregate Funding, divided
2        by the sum of the Funding Gaps for all Tier 2
3        Organizational Units, unless the result of such
4        equation is higher than 1.0. If the result of such
5        equation is higher than 1.0, then the Tier 2
6        Allocation Rate is 1.0.
7            (C) The Tier 3 Allocation Rate is the result of the
8        following equation: Tier 3 Aggregate Funding, divided
9        by the sum of the Adequacy Targets of all Tier 3
10        Organizational Units.
11            (D) The Tier 4 Allocation Rate is the result of the
12        following equation: Tier 4 Aggregate Funding, divided
13        by the sum of the Adequacy Targets of all Tier 4
14        Organizational Units.
15        (5) A tier's Target Ratio is determined as follows:
16            (A) The Tier 1 Target Ratio is the ratio level that
17        allows for Tier 1 Aggregate Funding to be distributed
18        with the Tier 1 Allocation Rate.
19            (B) The Tier 2 Target Ratio is 0.90.
20            (C) The Tier 3 Target Ratio is 1.0.
21        (6) If, at any point, the Tier 1 Target Ratio is
22    greater than 90%, then all Tier 1 funding shall be
23    allocated to Tier 2 and no Tier 1 Organizational Unit's
24    funding may be identified.
25        (7) In the event that all Tier 2 Organizational Units
26    receive funding at the Tier 2 Target Ratio level, any



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1    remaining New State Funds shall be allocated to Tier 3 and
2    Tier 4 Organizational Units.
3        (8) If any Specially Funded Units, excluding Glenwood
4    Academy, recognized by the State Board do not qualify for
5    direct funding following the implementation of Public Act
6    100-465 from any of the funding sources included within
7    the definition of Base Funding Minimum, the unqualified
8    portion of the Base Funding Minimum shall be transferred
9    to one or more appropriate Organizational Units as
10    determined by the State Superintendent based on the prior
11    year ASE of the Organizational Units.
12        (8.5) If a school district withdraws from a special
13    education cooperative, the portion of the Base Funding
14    Minimum that is attributable to the school district may be
15    redistributed to the school district upon withdrawal. The
16    school district and the cooperative must include the
17    amount of the Base Funding Minimum that is to be
18    reapportioned in their withdrawal agreement and notify the
19    State Board of the change with a copy of the agreement upon
20    withdrawal.
21        (9) The Minimum Funding Level is intended to establish
22    a target for State funding that will keep pace with
23    inflation and continue to advance equity through the
24    Evidence-Based Funding formula. The target for State
25    funding of New Property Tax Relief Pool Funds is
26    $50,000,000 for State fiscal year 2019 and subsequent



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



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



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1    amount that would be less than the Base Funding Minimum
2    established in the first year of implementation of this
3    Section. If additional reductions are required, all school
4    districts shall receive a reduction by a per pupil amount
5    equal to the aggregate additional appropriation reduction
6    divided by the total ASE of all Organizational Units.
7        (11) The State Superintendent shall make minor
8    adjustments to the distribution formula set forth in this
9    subsection (g) to account for the rounding of percentages
10    to the nearest tenth of a percentage and dollar amounts to
11    the nearest whole dollar.
12    (h) State Superintendent administration of funding and
13district submission requirements.
14        (1) The State Superintendent shall, in accordance with
15    appropriations made by the General Assembly, meet the
16    funding obligations created under this Section.
17        (2) The State Superintendent shall calculate the
18    Adequacy Target for each Organizational Unit and Net State
19    Contribution Target for each Organizational Unit under
20    this Section. No Evidence-Based Funding shall be
21    distributed within an Organizational Unit without the
22    approval of the unit's school board.
23        (3) Annually, the State Superintendent shall calculate
24    and report to each Organizational Unit the unit's
25    aggregate financial adequacy amount, which shall be the
26    sum of the Adequacy Target for each Organizational Unit.



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1    The State Superintendent shall calculate and report
2    separately for each Organizational Unit the unit's total
3    State funds allocated for its students with disabilities.
4    The State Superintendent shall calculate and report
5    separately for each Organizational Unit the amount of
6    funding and applicable FTE calculated for each Essential
7    Element of the unit's Adequacy Target.
8        (4) Annually, the State Superintendent shall calculate
9    and report to each Organizational Unit the amount the unit
10    must expend on special education and bilingual education
11    and computer technology and equipment for Organizational
12    Units assigned to Tier 1 or Tier 2 that received an
13    additional $285.50 per student computer technology and
14    equipment investment grant to their Adequacy Target
15    pursuant to the unit's Base Funding Minimum, Special
16    Education Allocation, Bilingual Education Allocation, and
17    computer technology and equipment investment allocation.
18        (5) Moneys distributed under this Section shall be
19    calculated on a school year basis, but paid on a fiscal
20    year basis, with payments beginning in August and
21    extending through June. Unless otherwise provided, the
22    moneys appropriated for each fiscal year shall be
23    distributed in 22 equal payments at least 2 times monthly
24    to each Organizational Unit. If moneys appropriated for
25    any fiscal year are distributed other than monthly, the
26    distribution shall be on the same basis for each



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1    Organizational Unit.
2        (6) Any school district that fails, for any given
3    school year, to maintain school as required by law or to
4    maintain a recognized school is not eligible to receive
5    Evidence-Based Funding. In case of non-recognition of one
6    or more attendance centers in a school district otherwise
7    operating recognized schools, the claim of the district
8    shall be reduced in the proportion that the enrollment in
9    the attendance center or centers bears to the enrollment
10    of the school district. "Recognized school" means any
11    public school that meets the standards for recognition by
12    the State Board. A school district or attendance center
13    not having recognition status at the end of a school term
14    is entitled to receive State aid payments due upon a legal
15    claim that was filed while it was recognized.
16        (7) School district claims filed under this Section
17    are subject to Sections 18-9 and 18-12 of this Code,
18    except as otherwise provided in this Section.
19        (8) Each fiscal year, the State Superintendent shall
20    calculate for each Organizational Unit an amount of its
21    Base Funding Minimum and Evidence-Based Funding that shall
22    be deemed attributable to the provision of special
23    educational facilities and services, as defined in Section
24    14-1.08 of this Code, in a manner that ensures compliance
25    with maintenance of State financial support requirements
26    under the federal Individuals with Disabilities Education



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



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



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1    recent annual financial report:
2            (A) Gifted under subparagraph (M) of paragraph (2)
3        of subsection (b).
4            (B) Instructional materials under subparagraph (O)
5        of paragraph (2) of subsection (b).
6            (C) Assessment under subparagraph (P) of paragraph
7        (2) of subsection (b).
8            (D) Student activities under subparagraph (R) of
9        paragraph (2) of subsection (b).
10            (E) Maintenance and operations under subparagraph
11        (S) of paragraph (2) of subsection (b).
12            (F) Central office under subparagraph (T) of
13        paragraph (2) of subsection (b).
14    (i) Professional Review Panel.
15        (1) A Professional Review Panel is created to study
16    and review topics related to the implementation and effect
17    of Evidence-Based Funding, as assigned by a joint
18    resolution or Public Act of the General Assembly or a
19    motion passed by the State Board of Education. The Panel
20    must provide recommendations to and serve the Governor,
21    the General Assembly, and the State Board. The State
22    Superintendent or his or her designee must serve as a
23    voting member and chairperson of the Panel. The State
24    Superintendent must appoint a vice chairperson from the
25    membership of the Panel. The Panel must advance
26    recommendations based on a three-fifths majority vote of



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1    Panel members present and voting. A minority opinion may
2    also accompany any recommendation of the Panel. The Panel
3    shall be appointed by the State Superintendent, except as
4    otherwise provided in paragraph (2) of this subsection (i)
5    and include the following members:
6            (A) Two appointees that represent district
7        superintendents, recommended by a statewide
8        organization that represents district superintendents.
9            (B) Two appointees that represent school boards,
10        recommended by a statewide organization that
11        represents school boards.
12            (C) Two appointees from districts that represent
13        school business officials, recommended by a statewide
14        organization that represents school business
15        officials.
16            (D) Two appointees that represent school
17        principals, recommended by a statewide organization
18        that represents school principals.
19            (E) Two appointees that represent teachers,
20        recommended by a statewide organization that
21        represents teachers.
22            (F) Two appointees that represent teachers,
23        recommended by another statewide organization that
24        represents teachers.
25            (G) Two appointees that represent regional
26        superintendents of schools, recommended by



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



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1    the State Superintendent, 4 members of the General
2    Assembly shall be appointed as follows: one member of the
3    House of Representatives appointed by the Speaker of the
4    House of Representatives, one member of the Senate
5    appointed by the President of the Senate, one member of
6    the House of Representatives appointed by the Minority
7    Leader of the House of Representatives, and one member of
8    the Senate appointed by the Minority Leader of the Senate.
9    There shall be one additional member appointed by the
10    Governor. All members appointed by legislative leaders or
11    the Governor shall be non-voting, ex officio members.
12        (3) The Panel must study topics at the direction of
13    the General Assembly or State Board of Education, as
14    provided under paragraph (1). The Panel may also study the
15    following topics at the direction of the chairperson:
16            (A) The format and scope of annual spending plans
17        referenced in paragraph (9) of subsection (h) of this
18        Section.
19            (B) The Comparable Wage Index under this Section.
20            (C) Maintenance and operations, including capital
21        maintenance and construction costs.
22            (D) "At-risk student" definition.
23            (E) Benefits.
24            (F) Technology.
25            (G) Local Capacity Target.
26            (H) Funding for Alternative Schools, Laboratory



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1        Schools, safe schools, and alternative learning
2        opportunities programs.
3            (I) Funding for college and career acceleration
4        strategies.
5            (J) Special education investments.
6            (K) Early childhood investments, in collaboration
7        with the Illinois Early Learning Council.
8        (4) (Blank).
9        (5) Within 5 years after the implementation of this
10    Section, and every 5 years thereafter, the Panel shall
11    complete an evaluative study of the entire Evidence-Based
12    Funding model, including an assessment of whether or not
13    the formula is achieving State goals. The Panel shall
14    report to the State Board, the General Assembly, and the
15    Governor on the findings of the study.
16        (6) (Blank).
17        (7) To ensure that (i) the Adequacy Target calculation
18    under subsection (b) accurately reflects the needs of
19    students living in poverty or attending schools located in
20    areas of high poverty, (ii) racial equity within the
21    Evidence-Based Funding formula is explicitly explored and
22    advanced, and (iii) the funding goals of the formula
23    distribution system established under this Section are
24    sufficient to provide adequate funding for every student
25    and to fully fund every school in this State, the Panel
26    shall review the Essential Elements under paragraph (2) of



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1    subsection (b). The Panel shall consider all of the
2    following in its review:
3            (A) The financial ability of school districts to
4        provide instruction in a foreign language to every
5        student and whether an additional Essential Element
6        should be added to the formula to ensure that every
7        student has access to instruction in a foreign
8        language.
9            (B) The adult-to-student ratio for each Essential
10        Element in which a ratio is identified. The Panel
11        shall consider whether the ratio accurately reflects
12        the staffing needed to support students living in
13        poverty or who have traumatic backgrounds.
14            (C) Changes to the Essential Elements that may be
15        required to better promote racial equity and eliminate
16        structural racism within schools.
17            (D) The impact of investing $350,000,000 in
18        additional funds each year under this Section and an
19        estimate of when the school system will become fully
20        funded under this level of appropriation.
21            (E) Provide an overview of alternative funding
22        structures that would enable the State to become fully
23        funded at an earlier date.
24            (F) The potential to increase efficiency and to
25        find cost savings within the school system to expedite
26        the journey to a fully funded system.



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1            (G) The appropriate levels for reenrolling and
2        graduating high-risk high school students who have
3        been previously out of school. These outcomes shall
4        include enrollment, attendance, skill gains, credit
5        gains, graduation or promotion to the next grade
6        level, and the transition to college, training, or
7        employment, with an emphasis on progressively
8        increasing the overall attendance.
9            (H) The evidence-based or research-based practices
10        that are shown to reduce the gaps and disparities
11        experienced by African American students in academic
12        achievement and educational performance, including
13        practices that have been shown to reduce parities in
14        disciplinary rates, drop-out rates, graduation rates,
15        college matriculation rates, and college completion
16        rates.
17        On or before December 31, 2021, the Panel shall report
18    to the State Board, the General Assembly, and the Governor
19    on the findings of its review. This paragraph (7) is
20    inoperative on and after July 1, 2022.
21    (j) References. Beginning July 1, 2017, references in
22other laws to general State aid funds or calculations under
23Section 18-8.05 of this Code (now repealed) shall be deemed to
24be references to evidence-based model formula funds or
25calculations under this Section.
26(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;



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1100-582, eff. 3-23-18; 101-10, eff. 6-5-19; 101-17, eff.
26-14-19; 101-643, eff. 6-18-20; 101-654, eff. 3-8-21.)
3    Section 99. Effective date. This Act takes effect upon
4becoming law.".