SB2218 EngrossedLRB103 25407 RJT 51754 b SB2218 Engrossed LRB103 25407 RJT 51754 b SB2218 Engrossed LRB103 25407 RJT 51754 b 1 AN ACT concerning education. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 5. The School Code is amended by changing Section 5 24-12 as follows: 6 (105 ILCS 5/24-12) (from Ch. 122, par. 24-12) 7 Sec. 24-12. Removal or dismissal of teachers in 8 contractual continued service. 9 (a) This subsection (a) applies only to honorable 10 dismissals and recalls in which the notice of dismissal is 11 provided on or before the end of the 2010-2011 school term. If 12 a teacher in contractual continued service is removed or 13 dismissed as a result of a decision of the board to decrease 14 the number of teachers employed by the board or to discontinue 15 some particular type of teaching service, written notice shall 16 be mailed to the teacher and also given the teacher either by 17 certified mail, return receipt requested or personal delivery 18 with receipt at least 60 days before the end of the school 19 term, together with a statement of honorable dismissal and the 20 reason therefor, and in all such cases the board shall first 21 remove or dismiss all teachers who have not entered upon 22 contractual continued service before removing or dismissing 23 any teacher who has entered upon contractual continued service SB2218 Engrossed LRB103 25407 RJT 51754 b SB2218 Engrossed- 2 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 2 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 2 - LRB103 25407 RJT 51754 b 1 and who is legally qualified to hold a position currently held 2 by a teacher who has not entered upon contractual continued 3 service. 4 As between teachers who have entered upon contractual 5 continued service, the teacher or teachers with the shorter 6 length of continuing service with the district shall be 7 dismissed first unless an alternative method of determining 8 the sequence of dismissal is established in a collective 9 bargaining agreement or contract between the board and a 10 professional faculty members' organization and except that 11 this provision shall not impair the operation of any 12 affirmative action program in the district, regardless of 13 whether it exists by operation of law or is conducted on a 14 voluntary basis by the board. Any teacher dismissed as a 15 result of such decrease or discontinuance shall be paid all 16 earned compensation on or before the third business day 17 following the last day of pupil attendance in the regular 18 school term. 19 If the board has any vacancies for the following school 20 term or within one calendar year from the beginning of the 21 following school term, the positions thereby becoming 22 available shall be tendered to the teachers so removed or 23 dismissed so far as they are legally qualified to hold such 24 positions; provided, however, that if the number of honorable 25 dismissal notices based on economic necessity exceeds 15% of 26 the number of full-time equivalent positions filled by SB2218 Engrossed - 2 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 3 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 3 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 3 - LRB103 25407 RJT 51754 b 1 certified employees (excluding principals and administrative 2 personnel) during the preceding school year, then if the board 3 has any vacancies for the following school term or within 2 4 calendar years from the beginning of the following school 5 term, the positions so becoming available shall be tendered to 6 the teachers who were so notified and removed or dismissed 7 whenever they are legally qualified to hold such positions. 8 Each board shall, in consultation with any exclusive employee 9 representatives, each year establish a list, categorized by 10 positions, showing the length of continuing service of each 11 teacher who is qualified to hold any such positions, unless an 12 alternative method of determining a sequence of dismissal is 13 established as provided for in this Section, in which case a 14 list shall be made in accordance with the alternative method. 15 Copies of the list shall be distributed to the exclusive 16 employee representative on or before February 1 of each year. 17 Whenever the number of honorable dismissal notices based upon 18 economic necessity exceeds 5, or 150% of the average number of 19 teachers honorably dismissed in the preceding 3 years, 20 whichever is more, then the board also shall hold a public 21 hearing on the question of the dismissals. Following the 22 hearing and board review, the action to approve any such 23 reduction shall require a majority vote of the board members. 24 (b) This subsection (b) applies only to honorable 25 dismissals and recalls in which the notice of dismissal is 26 provided during the 2011-2012 school term or a subsequent SB2218 Engrossed - 3 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 4 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 4 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 4 - LRB103 25407 RJT 51754 b 1 school term. If any teacher, whether or not in contractual 2 continued service, is removed or dismissed as a result of a 3 decision of a school board to decrease the number of teachers 4 employed by the board, a decision of a school board to 5 discontinue some particular type of teaching service, or a 6 reduction in the number of programs or positions in a special 7 education joint agreement, then written notice must be mailed 8 to the teacher and also given to the teacher either by 9 electronic mail, certified mail, return receipt requested, or 10 personal delivery with receipt at least 45 days before the end 11 of the school term, together with a statement of honorable 12 dismissal and the reason therefor, and in all such cases the 13 sequence of dismissal shall occur in accordance with this 14 subsection (b); except that this subsection (b) shall not 15 impair the operation of any affirmative action program in the 16 school district, regardless of whether it exists by operation 17 of law or is conducted on a voluntary basis by the board. 18 Each teacher must be categorized into one or more 19 positions for which the teacher is qualified to hold, based 20 upon legal qualifications and any other qualifications 21 established in a district or joint agreement job description, 22 on or before the May 10 prior to the school year during which 23 the sequence of dismissal is determined. Within each position 24 and subject to agreements made by the joint committee on 25 honorable dismissals that are authorized by subsection (c) of 26 this Section, the school district or joint agreement must SB2218 Engrossed - 4 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 5 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 5 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 5 - LRB103 25407 RJT 51754 b 1 establish 4 groupings of teachers qualified to hold the 2 position as follows: 3 (1) Grouping one shall consist of each teacher who is 4 not in contractual continued service and who (i) has not 5 received a performance evaluation rating, (ii) is employed 6 for one school term or less to replace a teacher on leave, 7 or (iii) is employed on a part-time basis. "Part-time 8 basis" for the purposes of this subsection (b) means a 9 teacher who is employed to teach less than a full-day, 10 teacher workload or less than 5 days of the normal student 11 attendance week, unless otherwise provided for in a 12 collective bargaining agreement between the district and 13 the exclusive representative of the district's teachers. 14 For the purposes of this Section, a teacher (A) who is 15 employed as a full-time teacher but who actually teaches 16 or is otherwise present and participating in the 17 district's educational program for less than a school term 18 or (B) who, in the immediately previous school term, was 19 employed on a full-time basis and actually taught or was 20 otherwise present and participated in the district's 21 educational program for 120 days or more is not considered 22 employed on a part-time basis. 23 (2) Grouping 2 shall consist of each teacher with a 24 Needs Improvement or Unsatisfactory performance evaluation 25 rating on either of the teacher's last 2 performance 26 evaluation ratings. SB2218 Engrossed - 5 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 6 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 6 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 6 - LRB103 25407 RJT 51754 b 1 (3) Grouping 3 shall consist of each teacher with a 2 performance evaluation rating of at least Satisfactory or 3 Proficient on both of the teacher's last 2 performance 4 evaluation ratings, if 2 ratings are available, or on the 5 teacher's last performance evaluation rating, if only one 6 rating is available, unless the teacher qualifies for 7 placement into grouping 4. 8 (4) Grouping 4 shall consist of each teacher whose 9 last 2 performance evaluation ratings are Excellent and 10 each teacher with 2 Excellent performance evaluation 11 ratings out of the teacher's last 3 performance evaluation 12 ratings with a third rating of Satisfactory or Proficient. 13 Among teachers qualified to hold a position, teachers must 14 be dismissed in the order of their groupings, with teachers in 15 grouping one dismissed first and teachers in grouping 4 16 dismissed last. 17 Within grouping one, the sequence of dismissal must be at 18 the discretion of the school district or joint agreement. 19 Within grouping 2, the sequence of dismissal must be based 20 upon average performance evaluation ratings, with the teacher 21 or teachers with the lowest average performance evaluation 22 rating dismissed first. A teacher's average performance 23 evaluation rating must be calculated using the average of the 24 teacher's last 2 performance evaluation ratings, if 2 ratings 25 are available, or the teacher's last performance evaluation 26 rating, if only one rating is available, using the following SB2218 Engrossed - 6 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 7 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 7 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 7 - LRB103 25407 RJT 51754 b 1 numerical values: 4 for Excellent; 3 for Proficient or 2 Satisfactory; 2 for Needs Improvement; and 1 for 3 Unsatisfactory. As between or among teachers in grouping 2 4 with the same average performance evaluation rating and within 5 each of groupings 3 and 4, the teacher or teachers with the 6 shorter length of continuing service with the school district 7 or joint agreement must be dismissed first unless an 8 alternative method of determining the sequence of dismissal is 9 established in a collective bargaining agreement or contract 10 between the board and a professional faculty members' 11 organization. 12 Each board, including the governing board of a joint 13 agreement, shall, in consultation with any exclusive employee 14 representatives, each year establish a sequence of honorable 15 dismissal list categorized by positions and the groupings 16 defined in this subsection (b). Copies of the list showing 17 each teacher by name, along with the race or ethnicity of the 18 teacher if provided by the teacher, and categorized by 19 positions and the groupings defined in this subsection (b) 20 must be distributed to the exclusive bargaining representative 21 at least 75 days before the end of the school term, provided 22 that the school district or joint agreement may, with notice 23 to any exclusive employee representatives, move teachers from 24 grouping one into another grouping during the period of time 25 from 75 days until 45 days before the end of the school term. 26 Each year, each board shall also establish, in consultation SB2218 Engrossed - 7 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 8 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 8 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 8 - LRB103 25407 RJT 51754 b 1 with any exclusive employee representatives, a list showing 2 the length of continuing service of each teacher who is 3 qualified to hold any such positions, unless an alternative 4 method of determining a sequence of dismissal is established 5 as provided for in this Section, in which case a list must be 6 made in accordance with the alternative method. Copies of the 7 list must be distributed to the exclusive employee 8 representative at least 75 days before the end of the school 9 term. 10 Any teacher dismissed as a result of such decrease or 11 discontinuance must be paid all earned compensation on or 12 before the third business day following the last day of pupil 13 attendance in the regular school term. 14 If the board or joint agreement has any vacancies for the 15 following school term or within one calendar year from the 16 beginning of the following school term, the positions thereby 17 becoming available must be tendered to the teachers so removed 18 or dismissed who were in grouping 3 or 4 of the sequence of 19 dismissal and are qualified to hold the positions, based upon 20 legal qualifications and any other qualifications established 21 in a district or joint agreement job description, on or before 22 the May 10 prior to the date of the positions becoming 23 available, provided that if the number of honorable dismissal 24 notices based on economic necessity exceeds 15% of the number 25 of full-time equivalent positions filled by certified 26 employees (excluding principals and administrative personnel) SB2218 Engrossed - 8 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 9 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 9 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 9 - LRB103 25407 RJT 51754 b 1 during the preceding school year, then the recall period is 2 for the following school term or within 2 calendar years from 3 the beginning of the following school term. If the board or 4 joint agreement has any vacancies within the period from the 5 beginning of the following school term through February 1 of 6 the following school term (unless a date later than February 7 1, but no later than 6 months from the beginning of the 8 following school term, is established in a collective 9 bargaining agreement), the positions thereby becoming 10 available must be tendered to the teachers so removed or 11 dismissed who were in grouping 2 of the sequence of dismissal 12 due to one "needs improvement" rating on either of the 13 teacher's last 2 performance evaluation ratings, provided 14 that, if 2 ratings are available, the other performance 15 evaluation rating used for grouping purposes is 16 "satisfactory", "proficient", or "excellent", and are 17 qualified to hold the positions, based upon legal 18 qualifications and any other qualifications established in a 19 district or joint agreement job description, on or before the 20 May 10 prior to the date of the positions becoming available. 21 On and after July 1, 2014 (the effective date of Public Act 22 98-648), the preceding sentence shall apply to teachers 23 removed or dismissed by honorable dismissal, even if notice of 24 honorable dismissal occurred during the 2013-2014 school year. 25 Among teachers eligible for recall pursuant to the preceding 26 sentence, the order of recall must be in inverse order of SB2218 Engrossed - 9 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 10 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 10 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 10 - LRB103 25407 RJT 51754 b 1 dismissal, unless an alternative order of recall is 2 established in a collective bargaining agreement or contract 3 between the board and a professional faculty members' 4 organization. Whenever the number of honorable dismissal 5 notices based upon economic necessity exceeds 5 notices or 6 150% of the average number of teachers honorably dismissed in 7 the preceding 3 years, whichever is more, then the school 8 board or governing board of a joint agreement, as applicable, 9 shall also hold a public hearing on the question of the 10 dismissals. Following the hearing and board review, the action 11 to approve any such reduction shall require a majority vote of 12 the board members. 13 For purposes of this subsection (b), subject to agreement 14 on an alternative definition reached by the joint committee 15 described in subsection (c) of this Section, a teacher's 16 performance evaluation rating means the overall performance 17 evaluation rating resulting from an annual or biennial 18 performance evaluation conducted pursuant to Article 24A of 19 this Code by the school district or joint agreement 20 determining the sequence of dismissal, not including any 21 performance evaluation conducted during or at the end of a 22 remediation period. No more than one evaluation rating each 23 school term shall be one of the evaluation ratings used for the 24 purpose of determining the sequence of dismissal. Except as 25 otherwise provided in this subsection for any performance 26 evaluations conducted during or at the end of a remediation SB2218 Engrossed - 10 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 11 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 11 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 11 - LRB103 25407 RJT 51754 b 1 period, if multiple performance evaluations are conducted in a 2 school term, only the rating from the last evaluation 3 conducted prior to establishing the sequence of honorable 4 dismissal list in such school term shall be the one evaluation 5 rating from that school term used for the purpose of 6 determining the sequence of dismissal. Averaging ratings from 7 multiple evaluations is not permitted unless otherwise agreed 8 to in a collective bargaining agreement or contract between 9 the board and a professional faculty members' organization. 10 The preceding 3 sentences are not a legislative declaration 11 that existing law does or does not already require that only 12 one performance evaluation each school term shall be used for 13 the purpose of determining the sequence of dismissal. For 14 performance evaluation ratings determined prior to September 15 1, 2012, any school district or joint agreement with a 16 performance evaluation rating system that does not use either 17 of the rating category systems specified in subsection (d) of 18 Section 24A-5 of this Code for all teachers must establish a 19 basis for assigning each teacher a rating that complies with 20 subsection (d) of Section 24A-5 of this Code for all of the 21 performance evaluation ratings that are to be used to 22 determine the sequence of dismissal. A teacher's grouping and 23 ranking on a sequence of honorable dismissal shall be deemed a 24 part of the teacher's performance evaluation, and that 25 information shall be disclosed to the exclusive bargaining 26 representative as part of a sequence of honorable dismissal SB2218 Engrossed - 11 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 12 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 12 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 12 - LRB103 25407 RJT 51754 b 1 list, notwithstanding any laws prohibiting disclosure of such 2 information. A performance evaluation rating may be used to 3 determine the sequence of dismissal, notwithstanding the 4 pendency of any grievance resolution or arbitration procedures 5 relating to the performance evaluation. If a teacher has 6 received at least one performance evaluation rating conducted 7 by the school district or joint agreement determining the 8 sequence of dismissal and a subsequent performance evaluation 9 is not conducted in any school year in which such evaluation is 10 required to be conducted under Section 24A-5 of this Code, the 11 teacher's performance evaluation rating for that school year 12 for purposes of determining the sequence of dismissal is 13 deemed Proficient, except that, during any time in which the 14 Governor has declared a disaster due to a public health 15 emergency pursuant to Section 7 of the Illinois Emergency 16 Management Agency Act, this default to Proficient does not 17 apply to any teacher who has entered into contractual 18 continued service and who was deemed Excellent on his or her 19 most recent evaluation. During any time in which the Governor 20 has declared a disaster due to a public health emergency 21 pursuant to Section 7 of the Illinois Emergency Management 22 Agency Act and unless the school board and any exclusive 23 bargaining representative have completed the performance 24 rating for teachers or have mutually agreed to an alternate 25 performance rating, any teacher who has entered into 26 contractual continued service, whose most recent evaluation SB2218 Engrossed - 12 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 13 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 13 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 13 - LRB103 25407 RJT 51754 b 1 was deemed Excellent, and whose performance evaluation is not 2 conducted when the evaluation is required to be conducted 3 shall receive a teacher's performance rating deemed Excellent. 4 A school board and any exclusive bargaining representative may 5 mutually agree to an alternate performance rating for teachers 6 not in contractual continued service during any time in which 7 the Governor has declared a disaster due to a public health 8 emergency pursuant to Section 7 of the Illinois Emergency 9 Management Agency Act, as long as the agreement is in writing. 10 If a performance evaluation rating is nullified as the result 11 of an arbitration, administrative agency, or court 12 determination, then the school district or joint agreement is 13 deemed to have conducted a performance evaluation for that 14 school year, but the performance evaluation rating may not be 15 used in determining the sequence of dismissal. 16 Nothing in this subsection (b) shall be construed as 17 limiting the right of a school board or governing board of a 18 joint agreement to dismiss a teacher not in contractual 19 continued service in accordance with Section 24-11 of this 20 Code. 21 Any provisions regarding the sequence of honorable 22 dismissals and recall of honorably dismissed teachers in a 23 collective bargaining agreement entered into on or before 24 January 1, 2011 and in effect on June 13, 2011 (the effective 25 date of Public Act 97-8) that may conflict with Public Act 97-8 26 shall remain in effect through the expiration of such SB2218 Engrossed - 13 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 14 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 14 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 14 - LRB103 25407 RJT 51754 b 1 agreement or June 30, 2013, whichever is earlier. 2 (c) Each school district and special education joint 3 agreement must use a joint committee composed of equal 4 representation selected by the school board and its teachers 5 or, if applicable, the exclusive bargaining representative of 6 its teachers, to address the matters described in paragraphs 7 (1) through (5) of this subsection (c) pertaining to honorable 8 dismissals under subsection (b) of this Section. 9 (1) The joint committee must consider and may agree to 10 criteria for excluding from grouping 2 and placing into 11 grouping 3 a teacher whose last 2 performance evaluations 12 include a Needs Improvement and either a Proficient or 13 Excellent. 14 (2) The joint committee must consider and may agree to 15 an alternative definition for grouping 4, which definition 16 must take into account prior performance evaluation 17 ratings and may take into account other factors that 18 relate to the school district's or program's educational 19 objectives. An alternative definition for grouping 4 may 20 not permit the inclusion of a teacher in the grouping with 21 a Needs Improvement or Unsatisfactory performance 22 evaluation rating on either of the teacher's last 2 23 performance evaluation ratings. 24 (3) The joint committee may agree to including within 25 the definition of a performance evaluation rating a 26 performance evaluation rating administered by a school SB2218 Engrossed - 14 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 15 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 15 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 15 - LRB103 25407 RJT 51754 b 1 district or joint agreement other than the school district 2 or joint agreement determining the sequence of dismissal. 3 (4) For each school district or joint agreement that 4 administers performance evaluation ratings that are 5 inconsistent with either of the rating category systems 6 specified in subsection (d) of Section 24A-5 of this Code, 7 the school district or joint agreement must consult with 8 the joint committee on the basis for assigning a rating 9 that complies with subsection (d) of Section 24A-5 of this 10 Code to each performance evaluation rating that will be 11 used in a sequence of dismissal. 12 (5) Upon request by a joint committee member submitted 13 to the employing board by no later than 10 days after the 14 distribution of the sequence of honorable dismissal list, 15 a representative of the employing board shall, within 5 16 days after the request, provide to members of the joint 17 committee a list showing the most recent and prior 18 performance evaluation ratings of each teacher identified 19 only by length of continuing service in the district or 20 joint agreement and not by name. If, after review of this 21 list, a member of the joint committee has a good faith 22 belief that a disproportionate number of teachers with 23 greater length of continuing service with the district or 24 joint agreement have received a recent performance 25 evaluation rating lower than the prior rating, the member 26 may request that the joint committee review the list to SB2218 Engrossed - 15 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 16 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 16 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 16 - LRB103 25407 RJT 51754 b 1 assess whether such a trend may exist. Following the joint 2 committee's review, but by no later than the end of the 3 applicable school term, the joint committee or any member 4 or members of the joint committee may submit a report of 5 the review to the employing board and exclusive bargaining 6 representative, if any. Nothing in this paragraph (5) 7 shall impact the order of honorable dismissal or a school 8 district's or joint agreement's authority to carry out a 9 dismissal in accordance with subsection (b) of this 10 Section. 11 Agreement by the joint committee as to a matter requires 12 the majority vote of all committee members, and if the joint 13 committee does not reach agreement on a matter, then the 14 otherwise applicable requirements of subsection (b) of this 15 Section shall apply. Except as explicitly set forth in this 16 subsection (c), a joint committee has no authority to agree to 17 any further modifications to the requirements for honorable 18 dismissals set forth in subsection (b) of this Section. The 19 joint committee must be established, and the first meeting of 20 the joint committee each school year must occur on or before 21 December 1. 22 The joint committee must reach agreement on a matter on or 23 before February 1 of a school year in order for the agreement 24 of the joint committee to apply to the sequence of dismissal 25 determined during that school year. Subject to the February 1 26 deadline for agreements, the agreement of a joint committee on SB2218 Engrossed - 16 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 17 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 17 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 17 - LRB103 25407 RJT 51754 b 1 a matter shall apply to the sequence of dismissal until the 2 agreement is amended or terminated by the joint committee. 3 The provisions of the Open Meetings Act shall not apply to 4 meetings of a joint committee created under this subsection 5 (c). 6 (d) Notwithstanding anything to the contrary in this 7 subsection (d), the requirements and dismissal procedures of 8 Section 24-16.5 of this Code shall apply to any dismissal 9 sought under Section 24-16.5 of this Code. 10 (1) If a dismissal of a teacher in contractual 11 continued service is sought for any reason or cause other 12 than an honorable dismissal under subsections (a) or (b) 13 of this Section or a dismissal sought under Section 14 24-16.5 of this Code, including those under Section 15 10-22.4, the board must first approve a motion containing 16 specific charges by a majority vote of all its members. 17 Written notice of such charges, including a bill of 18 particulars and the teacher's right to request a hearing, 19 must be mailed to the teacher and also given to the teacher 20 either by electronic mail, certified mail, return receipt 21 requested, or personal delivery with receipt within 5 days 22 of the adoption of the motion. Any written notice sent on 23 or after July 1, 2012 shall inform the teacher of the right 24 to request a hearing before a mutually selected hearing 25 officer, with the cost of the hearing officer split 26 equally between the teacher and the board, or a hearing SB2218 Engrossed - 17 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 18 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 18 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 18 - LRB103 25407 RJT 51754 b 1 before a board-selected hearing officer, with the cost of 2 the hearing officer paid by the board. 3 Before setting a hearing on charges stemming from 4 causes that are considered remediable, a board must give 5 the teacher reasonable warning in writing, stating 6 specifically the causes that, if not removed, may result 7 in charges; however, no such written warning is required 8 if the causes have been the subject of a remediation plan 9 pursuant to Article 24A of this Code. 10 If, in the opinion of the board, the interests of the 11 school require it, the board may suspend the teacher 12 without pay, pending the hearing, but if the board's 13 dismissal or removal is not sustained, the teacher shall 14 not suffer the loss of any salary or benefits by reason of 15 the suspension. 16 (2) No hearing upon the charges is required unless the 17 teacher within 17 days after receiving notice requests in 18 writing of the board that a hearing be scheduled before a 19 mutually selected hearing officer or a hearing officer 20 selected by the board. The secretary of the school board 21 shall forward a copy of the notice to the State Board of 22 Education. 23 (3) Within 5 business days after receiving a notice of 24 hearing in which either notice to the teacher was sent 25 before July 1, 2012 or, if the notice was sent on or after 26 July 1, 2012, the teacher has requested a hearing before a SB2218 Engrossed - 18 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 19 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 19 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 19 - LRB103 25407 RJT 51754 b 1 mutually selected hearing officer, the State Board of 2 Education shall provide a list of 5 prospective, impartial 3 hearing officers from the master list of qualified, 4 impartial hearing officers maintained by the State Board 5 of Education. Each person on the master list must (i) be 6 accredited by a national arbitration organization and have 7 had a minimum of 5 years of experience directly related to 8 labor and employment relations matters between employers 9 and employees or their exclusive bargaining 10 representatives and (ii) beginning September 1, 2012, have 11 participated in training provided or approved by the State 12 Board of Education for teacher dismissal hearing officers 13 so that he or she is familiar with issues generally 14 involved in evaluative and non-evaluative dismissals. 15 If notice to the teacher was sent before July 1, 2012 16 or, if the notice was sent on or after July 1, 2012, the 17 teacher has requested a hearing before a mutually selected 18 hearing officer, the board and the teacher or their legal 19 representatives within 3 business days shall alternately 20 strike one name from the list provided by the State Board 21 of Education until only one name remains. Unless waived by 22 the teacher, the teacher shall have the right to proceed 23 first with the striking. Within 3 business days of receipt 24 of the list provided by the State Board of Education, the 25 board and the teacher or their legal representatives shall 26 each have the right to reject all prospective hearing SB2218 Engrossed - 19 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 20 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 20 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 20 - LRB103 25407 RJT 51754 b 1 officers named on the list and notify the State Board of 2 Education of such rejection. Within 3 business days after 3 receiving this notification, the State Board of Education 4 shall appoint a qualified person from the master list who 5 did not appear on the list sent to the parties to serve as 6 the hearing officer, unless the parties notify it that 7 they have chosen to alternatively select a hearing officer 8 under paragraph (4) of this subsection (d). 9 If the teacher has requested a hearing before a 10 hearing officer selected by the board, the board shall 11 select one name from the master list of qualified 12 impartial hearing officers maintained by the State Board 13 of Education within 3 business days after receipt and 14 shall notify the State Board of Education of its 15 selection. 16 A hearing officer mutually selected by the parties, 17 selected by the board, or selected through an alternative 18 selection process under paragraph (4) of this subsection 19 (d) (A) must not be a resident of the school district, (B) 20 must be available to commence the hearing within 75 days 21 and conclude the hearing within 120 days after being 22 selected as the hearing officer, and (C) must issue a 23 decision as to whether the teacher must be dismissed and 24 give a copy of that decision to both the teacher and the 25 board within 30 days from the conclusion of the hearing or 26 closure of the record, whichever is later. SB2218 Engrossed - 20 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 21 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 21 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 21 - LRB103 25407 RJT 51754 b 1 Any hearing convened during a public health emergency 2 pursuant to Section 7 of the Illinois Emergency Management 3 Agency Act may be convened remotely. Any hearing officer 4 for a hearing convened during a public health emergency 5 pursuant to Section 7 of the Illinois Emergency Management 6 Agency Act may voluntarily withdraw from the hearing and 7 another hearing officer shall be selected or appointed 8 pursuant to this Section. 9 In this paragraph, "pre-hearing procedures" refers to 10 the pre-hearing procedures under Section 51.55 of Title 23 11 of the Illinois Administrative Code and "hearing" refers 12 to the hearing under Section 51.60 of Title 23 of the 13 Illinois Administrative Code. Any teacher who has been 14 charged with engaging in acts of corporal punishment, 15 physical abuse, grooming, or sexual misconduct and who 16 previously paused pre-hearing procedures or a hearing 17 pursuant to Public Act 101-643 must proceed with selection 18 of a hearing officer or hearing date, or both, within the 19 timeframes established by this paragraph (3) and 20 paragraphs (4) through (6) of this subsection (d), unless 21 the timeframes are mutually waived in writing by both 22 parties, and all timelines set forth in this Section in 23 cases concerning corporal punishment, physical abuse, 24 grooming, or sexual misconduct shall be reset to begin the 25 day after the effective date of this amendatory Act of the 26 102nd General Assembly. Any teacher charged with engaging SB2218 Engrossed - 21 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 22 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 22 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 22 - LRB103 25407 RJT 51754 b 1 in acts of corporal punishment, physical abuse, grooming, 2 or sexual misconduct on or after the effective date of 3 this amendatory Act of the 102nd General Assembly may not 4 pause pre-hearing procedures or a hearing. 5 (4) In the alternative to selecting a hearing officer 6 from the list received from the State Board of Education 7 or accepting the appointment of a hearing officer by the 8 State Board of Education or if the State Board of 9 Education cannot provide a list or appoint a hearing 10 officer that meets the foregoing requirements, the board 11 and the teacher or their legal representatives may 12 mutually agree to select an impartial hearing officer who 13 is not on the master list either by direct appointment by 14 the parties or by using procedures for the appointment of 15 an arbitrator established by the Federal Mediation and 16 Conciliation Service or the American Arbitration 17 Association. The parties shall notify the State Board of 18 Education of their intent to select a hearing officer 19 using an alternative procedure within 3 business days of 20 receipt of a list of prospective hearing officers provided 21 by the State Board of Education, notice of appointment of 22 a hearing officer by the State Board of Education, or 23 receipt of notice from the State Board of Education that 24 it cannot provide a list that meets the foregoing 25 requirements, whichever is later. 26 (5) If the notice of dismissal was sent to the teacher SB2218 Engrossed - 22 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 23 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 23 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 23 - LRB103 25407 RJT 51754 b 1 before July 1, 2012, the fees and costs for the hearing 2 officer must be paid by the State Board of Education. If 3 the notice of dismissal was sent to the teacher on or after 4 July 1, 2012, the hearing officer's fees and costs must be 5 paid as follows in this paragraph (5). The fees and 6 permissible costs for the hearing officer must be 7 determined by the State Board of Education. If the board 8 and the teacher or their legal representatives mutually 9 agree to select an impartial hearing officer who is not on 10 a list received from the State Board of Education, they 11 may agree to supplement the fees determined by the State 12 Board to the hearing officer, at a rate consistent with 13 the hearing officer's published professional fees. If the 14 hearing officer is mutually selected by the parties, then 15 the board and the teacher or their legal representatives 16 shall each pay 50% of the fees and costs and any 17 supplemental allowance to which they agree. If the hearing 18 officer is selected by the board, then the board shall pay 19 100% of the hearing officer's fees and costs. The fees and 20 costs must be paid to the hearing officer within 14 days 21 after the board and the teacher or their legal 22 representatives receive the hearing officer's decision set 23 forth in paragraph (7) of this subsection (d). 24 (6) The teacher is required to answer the bill of 25 particulars and aver affirmative matters in his or her 26 defense, and the time for initially doing so and the time SB2218 Engrossed - 23 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 24 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 24 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 24 - LRB103 25407 RJT 51754 b 1 for updating such answer and defenses after pre-hearing 2 discovery must be set by the hearing officer. The State 3 Board of Education shall promulgate rules so that each 4 party has a fair opportunity to present its case and to 5 ensure that the dismissal process proceeds in a fair and 6 expeditious manner. These rules shall address, without 7 limitation, discovery and hearing scheduling conferences; 8 the teacher's initial answer and affirmative defenses to 9 the bill of particulars and the updating of that 10 information after pre-hearing discovery; provision for 11 written interrogatories and requests for production of 12 documents; the requirement that each party initially 13 disclose to the other party and then update the disclosure 14 no later than 10 calendar days prior to the commencement 15 of the hearing, the names and addresses of persons who may 16 be called as witnesses at the hearing, a summary of the 17 facts or opinions each witness will testify to, and all 18 other documents and materials, including information 19 maintained electronically, relevant to its own as well as 20 the other party's case (the hearing officer may exclude 21 witnesses and exhibits not identified and shared, except 22 those offered in rebuttal for which the party could not 23 reasonably have anticipated prior to the hearing); 24 pre-hearing discovery and preparation, including provision 25 for written interrogatories and requests for production of 26 documents, provided that discovery depositions are SB2218 Engrossed - 24 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 25 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 25 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 25 - LRB103 25407 RJT 51754 b 1 prohibited; the conduct of the hearing; the right of each 2 party to be represented by counsel, the offer of evidence 3 and witnesses and the cross-examination of witnesses; the 4 authority of the hearing officer to issue subpoenas and 5 subpoenas duces tecum, provided that the hearing officer 6 may limit the number of witnesses to be subpoenaed on 7 behalf of each party to no more than 7; the length of 8 post-hearing briefs; and the form, length, and content of 9 hearing officers' decisions. The hearing officer shall 10 hold a hearing and render a final decision for dismissal 11 pursuant to Article 24A of this Code or shall report to the 12 school board findings of fact and a recommendation as to 13 whether or not the teacher must be dismissed for conduct. 14 The hearing officer shall commence the hearing within 75 15 days and conclude the hearing within 120 days after being 16 selected as the hearing officer, provided that the hearing 17 officer may modify these timelines upon the showing of 18 good cause or mutual agreement of the parties. Good cause 19 for the purpose of this subsection (d) shall mean the 20 illness or otherwise unavoidable emergency of the teacher, 21 district representative, their legal representatives, the 22 hearing officer, or an essential witness as indicated in 23 each party's pre-hearing submission. In a dismissal 24 hearing pursuant to Article 24A of this Code in which a 25 witness is a student or is under the age of 18, the hearing 26 officer must make accommodations for the witness, as SB2218 Engrossed - 25 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 26 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 26 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 26 - LRB103 25407 RJT 51754 b 1 provided under paragraph (6.5) of this subsection. The 2 hearing officer shall consider and give weight to all of 3 the teacher's evaluations written pursuant to Article 24A 4 that are relevant to the issues in the hearing. 5 Each party shall have no more than 3 days to present 6 its case, unless extended by the hearing officer to enable 7 a party to present adequate evidence and testimony, 8 including due to the other party's cross-examination of 9 the party's witnesses, for good cause or by mutual 10 agreement of the parties. The State Board of Education 11 shall define in rules the meaning of "day" for such 12 purposes. All testimony at the hearing shall be taken 13 under oath administered by the hearing officer. The 14 hearing officer shall cause a record of the proceedings to 15 be kept and shall employ a competent reporter to take 16 stenographic or stenotype notes of all the testimony. The 17 costs of the reporter's attendance and services at the 18 hearing shall be paid by the party or parties who are 19 responsible for paying the fees and costs of the hearing 20 officer. Either party desiring a transcript of the hearing 21 shall pay for the cost thereof. Any post-hearing briefs 22 must be submitted by the parties by no later than 21 days 23 after a party's receipt of the transcript of the hearing, 24 unless extended by the hearing officer for good cause or 25 by mutual agreement of the parties. 26 (6.5) In the case of charges involving sexual abuse or SB2218 Engrossed - 26 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 27 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 27 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 27 - LRB103 25407 RJT 51754 b 1 severe physical abuse of a student or a person under the 2 age of 18, the hearing officer shall make alternative 3 hearing procedures to protect a witness who is a student 4 or who is under the age of 18 from being intimidated or 5 traumatized. Alternative hearing procedures may include, 6 but are not limited to: (i) testimony made via a 7 telecommunication device in a location other than the 8 hearing room and outside the physical presence of the 9 teacher and other hearing participants, (ii) testimony 10 outside the physical presence of the teacher, or (iii) 11 non-public testimony. During a testimony described under 12 this subsection, each party must be permitted to ask a 13 witness who is a student or who is under 18 years of age 14 all relevant questions and follow-up questions. All 15 questions must exclude evidence of the witness' sexual 16 behavior or predisposition, unless the evidence is offered 17 to prove that someone other than the teacher subject to 18 the dismissal hearing engaged in the charge at issue. 19 (7) The hearing officer shall, within 30 days from the 20 conclusion of the hearing or closure of the record, 21 whichever is later, make a decision as to whether or not 22 the teacher shall be dismissed pursuant to Article 24A of 23 this Code or report to the school board findings of fact 24 and a recommendation as to whether or not the teacher 25 shall be dismissed for cause and shall give a copy of the 26 decision or findings of fact and recommendation to both SB2218 Engrossed - 27 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 28 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 28 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 28 - LRB103 25407 RJT 51754 b 1 the teacher and the school board. If a hearing officer 2 fails without good cause, specifically provided in writing 3 to both parties and the State Board of Education, to 4 render a decision or findings of fact and recommendation 5 within 30 days after the hearing is concluded or the 6 record is closed, whichever is later, the parties may 7 mutually agree to select a hearing officer pursuant to the 8 alternative procedure, as provided in this Section, to 9 rehear the charges heard by the hearing officer who failed 10 to render a decision or findings of fact and 11 recommendation or to review the record and render a 12 decision. If any hearing officer fails without good cause, 13 specifically provided in writing to both parties and the 14 State Board of Education, to render a decision or findings 15 of fact and recommendation within 30 days after the 16 hearing is concluded or the record is closed, whichever is 17 later, the hearing officer shall be removed from the 18 master list of hearing officers maintained by the State 19 Board of Education for not more than 24 months. The 20 parties and the State Board of Education may also take 21 such other actions as it deems appropriate, including 22 recovering, reducing, or withholding any fees paid or to 23 be paid to the hearing officer. If any hearing officer 24 repeats such failure, he or she must be permanently 25 removed from the master list maintained by the State Board 26 of Education and may not be selected by parties through SB2218 Engrossed - 28 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 29 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 29 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 29 - LRB103 25407 RJT 51754 b 1 the alternative selection process under this paragraph (7) 2 or paragraph (4) of this subsection (d). The board shall 3 not lose jurisdiction to discharge a teacher if the 4 hearing officer fails to render a decision or findings of 5 fact and recommendation within the time specified in this 6 Section. If the decision of the hearing officer for 7 dismissal pursuant to Article 24A of this Code or of the 8 school board for dismissal for cause is in favor of the 9 teacher, then the hearing officer or school board shall 10 order reinstatement to the same or substantially 11 equivalent position and shall determine the amount for 12 which the school board is liable, including, but not 13 limited to, loss of income and benefits. 14 (8) The school board, within 45 days after receipt of 15 the hearing officer's findings of fact and recommendation 16 as to whether (i) the conduct at issue occurred, (ii) the 17 conduct that did occur was remediable, and (iii) the 18 proposed dismissal should be sustained, shall issue a 19 written order as to whether the teacher must be retained 20 or dismissed for cause from its employ. The school board's 21 written order shall incorporate the hearing officer's 22 findings of fact, except that the school board may modify 23 or supplement the findings of fact if, in its opinion, the 24 findings of fact are against the manifest weight of the 25 evidence. 26 If the school board dismisses the teacher SB2218 Engrossed - 29 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 30 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 30 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 30 - LRB103 25407 RJT 51754 b 1 notwithstanding the hearing officer's findings of fact and 2 recommendation, the school board shall make a conclusion 3 in its written order, giving its reasons therefor, and 4 such conclusion and reasons must be included in its 5 written order. The failure of the school board to strictly 6 adhere to the timelines contained in this Section shall 7 not render it without jurisdiction to dismiss the teacher. 8 The school board shall not lose jurisdiction to discharge 9 the teacher for cause if the hearing officer fails to 10 render a recommendation within the time specified in this 11 Section. The decision of the school board is final, unless 12 reviewed as provided in paragraph (9) of this subsection 13 (d). 14 If the school board retains the teacher, the school 15 board shall enter a written order stating the amount of 16 back pay and lost benefits, less mitigation, to be paid to 17 the teacher, within 45 days after its retention order. 18 Should the teacher object to the amount of the back pay and 19 lost benefits or amount mitigated, the teacher shall give 20 written objections to the amount within 21 days. If the 21 parties fail to reach resolution within 7 days, the 22 dispute shall be referred to the hearing officer, who 23 shall consider the school board's written order and 24 teacher's written objection and determine the amount to 25 which the school board is liable. The costs of the hearing 26 officer's review and determination must be paid by the SB2218 Engrossed - 30 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 31 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 31 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 31 - LRB103 25407 RJT 51754 b 1 board. 2 (9) The decision of the hearing officer pursuant to 3 Article 24A of this Code or of the school board's decision 4 to dismiss for cause is final unless reviewed as provided 5 in Section 24-16 of this Code. If the school board's 6 decision to dismiss for cause is contrary to the hearing 7 officer's recommendation, the court on review shall give 8 consideration to the school board's decision and its 9 supplemental findings of fact, if applicable, and the 10 hearing officer's findings of fact and recommendation in 11 making its decision. In the event such review is 12 instituted, the school board shall be responsible for 13 preparing and filing the record of proceedings, and such 14 costs associated therewith must be divided equally between 15 the parties. 16 (10) If a decision of the hearing officer for 17 dismissal pursuant to Article 24A of this Code or of the 18 school board for dismissal for cause is adjudicated upon 19 review or appeal in favor of the teacher, then the trial 20 court shall order reinstatement and shall remand the 21 matter to the school board with direction for entry of an 22 order setting the amount of back pay, lost benefits, and 23 costs, less mitigation. The teacher may challenge the 24 school board's order setting the amount of back pay, lost 25 benefits, and costs, less mitigation, through an expedited 26 arbitration procedure, with the costs of the arbitrator SB2218 Engrossed - 31 - LRB103 25407 RJT 51754 b SB2218 Engrossed- 32 -LRB103 25407 RJT 51754 b SB2218 Engrossed - 32 - LRB103 25407 RJT 51754 b SB2218 Engrossed - 32 - LRB103 25407 RJT 51754 b 1 borne by the school board. 2 Any teacher who is reinstated by any hearing or 3 adjudication brought under this Section shall be assigned 4 by the board to a position substantially similar to the 5 one which that teacher held prior to that teacher's 6 suspension or dismissal. 7 (11) Subject to any later effective date referenced in 8 this Section for a specific aspect of the dismissal 9 process, the changes made by Public Act 97-8 shall apply 10 to dismissals instituted on or after September 1, 2011. 11 Any dismissal instituted prior to September 1, 2011 must 12 be carried out in accordance with the requirements of this 13 Section prior to amendment by Public Act 97-8. 14 (e) Nothing contained in Public Act 98-648 repeals, 15 supersedes, invalidates, or nullifies final decisions in 16 lawsuits pending on July 1, 2014 (the effective date of Public 17 Act 98-648) in Illinois courts involving the interpretation of 18 Public Act 97-8. 19 (Source: P.A. 101-81, eff. 7-12-19; 101-531, eff. 8-23-19; 20 101-643, eff. 6-18-20; 102-708, eff. 4-22-22.) 21 Section 99. Effective date. This Act takes effect January 22 1, 2024. SB2218 Engrossed - 32 - LRB103 25407 RJT 51754 b