Illinois 2025-2026 Regular Session

Illinois House Bill HB1925 Compare Versions

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11 104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB1925 Introduced , by Rep. Camille Y. Lilly SYNOPSIS AS INTRODUCED: New Act105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28105 ILCS 5/18-8.1530 ILCS 805/8.49 new Creates the Education Prioritization Act. Beginning with fiscal year 2026, requires the General Assembly to appropriate for the evidence-based funding formula under the School Code an amount that is equal to or exceeds the sum of: (i) the total amount appropriated for the evidence-based funding formula during the fiscal year immediately preceding the fiscal year for which the appropriation is being made; and (ii) 51% of total new general funds available for spending from estimated growth in revenues and funds available because of budgeted program growth and decline in the fiscal year for which the appropriation is being made; but in no event shall the sum be less than a certain percentage required under the Act. Requires a continuing appropriation if the General Assembly fails to make sufficient appropriations to fund the evidence-based funding formula. Amends the School Code to make changes concerning a system for accounting for revenues and expenditures and evidence-based funding. Amends the State Mandates Act to require implementation without reimbursement. Effective immediately. LRB104 09564 LNS 19627 b STATE MANDATES ACT MAY REQUIRE REIMBURSEMENT MAY APPLY A BILL FOR 104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB1925 Introduced , by Rep. Camille Y. Lilly SYNOPSIS AS INTRODUCED: New Act105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28105 ILCS 5/18-8.1530 ILCS 805/8.49 new New Act 105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28 105 ILCS 5/18-8.15 30 ILCS 805/8.49 new Creates the Education Prioritization Act. Beginning with fiscal year 2026, requires the General Assembly to appropriate for the evidence-based funding formula under the School Code an amount that is equal to or exceeds the sum of: (i) the total amount appropriated for the evidence-based funding formula during the fiscal year immediately preceding the fiscal year for which the appropriation is being made; and (ii) 51% of total new general funds available for spending from estimated growth in revenues and funds available because of budgeted program growth and decline in the fiscal year for which the appropriation is being made; but in no event shall the sum be less than a certain percentage required under the Act. Requires a continuing appropriation if the General Assembly fails to make sufficient appropriations to fund the evidence-based funding formula. Amends the School Code to make changes concerning a system for accounting for revenues and expenditures and evidence-based funding. Amends the State Mandates Act to require implementation without reimbursement. Effective immediately. LRB104 09564 LNS 19627 b LRB104 09564 LNS 19627 b STATE MANDATES ACT MAY REQUIRE REIMBURSEMENT MAY APPLY STATE MANDATES ACT MAY REQUIRE REIMBURSEMENT MAY APPLY A BILL FOR
22 104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB1925 Introduced , by Rep. Camille Y. Lilly SYNOPSIS AS INTRODUCED:
33 New Act105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28105 ILCS 5/18-8.1530 ILCS 805/8.49 new New Act 105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28 105 ILCS 5/18-8.15 30 ILCS 805/8.49 new
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55 105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28
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88 Creates the Education Prioritization Act. Beginning with fiscal year 2026, requires the General Assembly to appropriate for the evidence-based funding formula under the School Code an amount that is equal to or exceeds the sum of: (i) the total amount appropriated for the evidence-based funding formula during the fiscal year immediately preceding the fiscal year for which the appropriation is being made; and (ii) 51% of total new general funds available for spending from estimated growth in revenues and funds available because of budgeted program growth and decline in the fiscal year for which the appropriation is being made; but in no event shall the sum be less than a certain percentage required under the Act. Requires a continuing appropriation if the General Assembly fails to make sufficient appropriations to fund the evidence-based funding formula. Amends the School Code to make changes concerning a system for accounting for revenues and expenditures and evidence-based funding. Amends the State Mandates Act to require implementation without reimbursement. Effective immediately.
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1616 1 AN ACT concerning education.
1717 2 Be it enacted by the People of the State of Illinois,
1818 3 represented in the General Assembly:
1919 4 Section 1. Short title. This Act may be cited as the
2020 5 Education Prioritization Act.
2121 6 Section 5. Educational appropriations. Beginning with
2222 7 fiscal year 2026 and in each fiscal year thereafter, subject
2323 8 to the provisions of Section 10 of this Act, the General
2424 9 Assembly shall appropriate for the evidence-based funding
2525 10 formula set forth in Section 18-8.15 of the School Code an
2626 11 amount that is equal to or exceeds the sum of: (i) the total
2727 12 amount appropriated for the evidence-based funding formula set
2828 13 forth in Section 18-8.15 of the School Code during the fiscal
2929 14 year immediately preceding the fiscal year for which the
3030 15 appropriation is being made; and (ii) 51% of total new general
3131 16 funds available for spending from estimated growth in revenues
3232 17 and funds available because of budgeted program growth and
3333 18 decline in the fiscal year for which the appropriation is
3434 19 being made; but in no event shall the sum be less than the
3535 20 percentage required under Section 10 of this Act. The
3636 21 Commission on Government Forecasting and Accountability shall
3737 22 certify the amount of total new general funds available for
3838 23 spending.
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4242 104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB1925 Introduced , by Rep. Camille Y. Lilly SYNOPSIS AS INTRODUCED:
4343 New Act105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28105 ILCS 5/18-8.1530 ILCS 805/8.49 new New Act 105 ILCS 5/2-3.28 from Ch. 122, par. 2-3.28 105 ILCS 5/18-8.15 30 ILCS 805/8.49 new
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4747 30 ILCS 805/8.49 new
4848 Creates the Education Prioritization Act. Beginning with fiscal year 2026, requires the General Assembly to appropriate for the evidence-based funding formula under the School Code an amount that is equal to or exceeds the sum of: (i) the total amount appropriated for the evidence-based funding formula during the fiscal year immediately preceding the fiscal year for which the appropriation is being made; and (ii) 51% of total new general funds available for spending from estimated growth in revenues and funds available because of budgeted program growth and decline in the fiscal year for which the appropriation is being made; but in no event shall the sum be less than a certain percentage required under the Act. Requires a continuing appropriation if the General Assembly fails to make sufficient appropriations to fund the evidence-based funding formula. Amends the School Code to make changes concerning a system for accounting for revenues and expenditures and evidence-based funding. Amends the State Mandates Act to require implementation without reimbursement. Effective immediately.
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8585 1 Section 10. State and federal funding. State funding for
8686 2 the evidence-based funding formula set forth in Section
8787 3 18-8.15 of the School Code shall be appropriated pursuant to
8888 4 Section 5 of this Act so that the sum of State and federal
8989 5 spending represents no less than 51% of the total revenues
9090 6 available from local, State, and federal sources for
9191 7 elementary and secondary education programs for the current
9292 8 fiscal year, as estimated by the State Superintendent of
9393 9 Education.
9494 10 Section 15. Continuing appropriation. If the General
9595 11 Assembly fails to make appropriations to the State Board of
9696 12 Education in fiscal year 2026 or in any fiscal year thereafter
9797 13 sufficient to fund the evidence-based funding formula set
9898 14 forth in Section 18-8.15 of the School Code, this Act shall
9999 15 constitute a continuing appropriation of all amounts necessary
100100 16 for that purpose.
101101 17 Section 20. Governor's budget. Beginning with fiscal year
102102 18 2027 and in each fiscal year thereafter, the Governor shall
103103 19 include in his or her annual budget an allocation for
104104 20 elementary and secondary education that conforms to the
105105 21 provisions of this Act.
106106 22 Section 85. The School Code is amended by changing
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117117 1 Sections 2-3.28 and 18-8.15 as follows:
118118 2 (105 ILCS 5/2-3.28) (from Ch. 122, par. 2-3.28)
119119 3 Sec. 2-3.28. Rules and regulations of budget and
120120 4 accounting systems. To prescribe rules and regulations
121121 5 defining what shall constitute a budget and accounting system
122122 6 required under this Act. The rules and regulations shall
123123 7 prescribe the minimum extent of verification, the type of
124124 8 audit, the extent of the audit report and shall require
125125 9 compliance with statutory requirements and standards and such
126126 10 requirements as the State Board of Education deems necessary
127127 11 for an adequate budget and accounting system. For the
128128 12 2025-2026 school year and thereafter, the rules and
129129 13 regulations shall prescribe a system for accounting for
130130 14 revenues and expenditures at the individual school level that
131131 15 includes, without limitation, the following:
132132 16 (1) accounting for expenditures for school
133133 17 administration, regular instruction, special education
134134 18 instruction, instructional programs for children of
135135 19 limited English-speaking ability, instructional support
136136 20 services, and pupil support services;
137137 21 (2) salary expenditures reflecting actual staff
138138 22 salaries at each school;
139139 23 (3) accounting for operations, including
140140 24 non-instructional pupil services, facilities, and business
141141 25 services; and
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152152 1 (4) such other requirements as the State Board of
153153 2 Education deems necessary to provide for a uniform and
154154 3 transparent system of accounting at the school level.
155155 4 (Source: P.A. 81-1508.)
156156 5 (105 ILCS 5/18-8.15)
157157 6 Sec. 18-8.15. Evidence-Based Funding for student success
158158 7 for the 2017-2018 and subsequent school years.
159159 8 (a) General provisions.
160160 9 (1) The purpose of this Section is to ensure that, by
161161 10 June 30, 2027 and beyond, this State has a kindergarten
162162 11 through grade 12 public education system with the capacity
163163 12 to ensure the educational development of all persons to
164164 13 the limits of their capacities in accordance with Section
165165 14 1 of Article X of the Constitution of the State of
166166 15 Illinois. To accomplish that objective, this Section
167167 16 creates a method of funding public education that is
168168 17 evidence-based; is sufficient to ensure every student
169169 18 receives a meaningful opportunity to learn irrespective of
170170 19 race, ethnicity, sexual orientation, gender, or
171171 20 community-income level; and is sustainable and
172172 21 predictable. When fully funded under this Section, every
173173 22 school shall have the resources, based on what the
174174 23 evidence indicates is needed, to:
175175 24 (A) provide all students with a high quality
176176 25 education that offers the academic, enrichment, social
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187187 1 and emotional support, technical, and career-focused
188188 2 programs that will allow them to become competitive
189189 3 workers, responsible parents, productive citizens of
190190 4 this State, and active members of our national
191191 5 democracy;
192192 6 (B) ensure all students receive the education they
193193 7 need to graduate from high school with the skills
194194 8 required to pursue post-secondary education and
195195 9 training for a rewarding career;
196196 10 (C) reduce, with a goal of eliminating, the
197197 11 achievement gap between at-risk and non-at-risk
198198 12 students by raising the performance of at-risk
199199 13 students and not by reducing standards; and
200200 14 (D) ensure this State satisfies its obligation to
201201 15 assume the primary responsibility to fund public
202202 16 education and simultaneously relieve the
203203 17 disproportionate burden placed on local property taxes
204204 18 to fund schools.
205205 19 (2) The Evidence-Based Funding formula under this
206206 20 Section shall be applied to all Organizational Units in
207207 21 this State. The Evidence-Based Funding formula outlined in
208208 22 this Act is based on the formula outlined in Senate Bill 1
209209 23 of the 100th General Assembly, as passed by both
210210 24 legislative chambers. As further defined and described in
211211 25 this Section, there are 4 major components of the
212212 26 Evidence-Based Funding model:
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223223 1 (A) First, the model calculates a unique Adequacy
224224 2 Target for each Organizational Unit in this State that
225225 3 considers the costs to implement research-based
226226 4 activities, the unit's student demographics, and
227227 5 regional wage differences.
228228 6 (B) Second, the model calculates each
229229 7 Organizational Unit's Local Capacity, or the amount
230230 8 each Organizational Unit is assumed to contribute
231231 9 toward its Adequacy Target from local resources.
232232 10 (C) Third, the model calculates how much funding
233233 11 the State currently contributes to the Organizational
234234 12 Unit and adds that to the unit's Local Capacity to
235235 13 determine the unit's overall current adequacy of
236236 14 funding.
237237 15 (D) Finally, the model's distribution method
238238 16 allocates new State funding to those Organizational
239239 17 Units that are least well-funded, considering both
240240 18 Local Capacity and State funding, in relation to their
241241 19 Adequacy Target.
242242 20 (3) An Organizational Unit receiving any funding under
243243 21 this Section may apply those funds to any fund so received
244244 22 for which that Organizational Unit is authorized to make
245245 23 expenditures by law.
246246 24 (4) As used in this Section, the following terms shall
247247 25 have the meanings ascribed in this paragraph (4):
248248 26 "Adequacy Target" is defined in paragraph (1) of
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259259 1 subsection (b) of this Section.
260260 2 "Adjusted EAV" is defined in paragraph (4) of
261261 3 subsection (d) of this Section.
262262 4 "Adjusted Local Capacity Target" is defined in
263263 5 paragraph (3) of subsection (c) of this Section.
264264 6 "Adjusted Operating Tax Rate" means a tax rate for all
265265 7 Organizational Units, for which the State Superintendent
266266 8 shall calculate and subtract for the Operating Tax Rate a
267267 9 transportation rate based on total expenses for
268268 10 transportation services under this Code, as reported on
269269 11 the most recent Annual Financial Report in Pupil
270270 12 Transportation Services, function 2550 in both the
271271 13 Education and Transportation funds and functions 4110 and
272272 14 4120 in the Transportation fund, less any corresponding
273273 15 fiscal year State of Illinois scheduled payments excluding
274274 16 net adjustments for prior years for regular, vocational,
275275 17 or special education transportation reimbursement pursuant
276276 18 to Section 29-5 or subsection (b) of Section 14-13.01 of
277277 19 this Code divided by the Adjusted EAV. If an
278278 20 Organizational Unit's corresponding fiscal year State of
279279 21 Illinois scheduled payments excluding net adjustments for
280280 22 prior years for regular, vocational, or special education
281281 23 transportation reimbursement pursuant to Section 29-5 or
282282 24 subsection (b) of Section 14-13.01 of this Code exceed the
283283 25 total transportation expenses, as defined in this
284284 26 paragraph, no transportation rate shall be subtracted from
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295295 1 the Operating Tax Rate.
296296 2 "Allocation Rate" is defined in paragraph (3) of
297297 3 subsection (g) of this Section.
298298 4 "Alternative School" means a public school that is
299299 5 created and operated by a regional superintendent of
300300 6 schools and approved by the State Board.
301301 7 "Applicable Tax Rate" is defined in paragraph (1) of
302302 8 subsection (d) of this Section.
303303 9 "Assessment" means any of those benchmark, progress
304304 10 monitoring, formative, diagnostic, and other assessments,
305305 11 in addition to the State accountability assessment, that
306306 12 assist teachers' needs in understanding the skills and
307307 13 meeting the needs of the students they serve.
308308 14 "Assistant principal" means a school administrator
309309 15 duly endorsed to be employed as an assistant principal in
310310 16 this State.
311311 17 "At-risk student" means a student who is at risk of
312312 18 not meeting the Illinois Learning Standards or not
313313 19 graduating from elementary or high school and who
314314 20 demonstrates a need for vocational support or social
315315 21 services beyond that provided by the regular school
316316 22 program. All students included in an Organizational Unit's
317317 23 Low-Income Count, as well as all English learner and
318318 24 disabled students attending the Organizational Unit, shall
319319 25 be considered at-risk students under this Section.
320320 26 "Average Student Enrollment" or "ASE" for fiscal year
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331331 1 2018 means, for an Organizational Unit, the greater of the
332332 2 average number of students (grades K through 12) reported
333333 3 to the State Board as enrolled in the Organizational Unit
334334 4 on October 1 in the immediately preceding school year,
335335 5 plus the pre-kindergarten students who receive special
336336 6 education services of 2 or more hours a day as reported to
337337 7 the State Board on December 1 in the immediately preceding
338338 8 school year, or the average number of students (grades K
339339 9 through 12) reported to the State Board as enrolled in the
340340 10 Organizational Unit on October 1, plus the
341341 11 pre-kindergarten students who receive special education
342342 12 services of 2 or more hours a day as reported to the State
343343 13 Board on December 1, for each of the immediately preceding
344344 14 3 school years. For fiscal year 2019 and each subsequent
345345 15 fiscal year, "Average Student Enrollment" or "ASE" means,
346346 16 for an Organizational Unit, the greater of the average
347347 17 number of students (grades K through 12) reported to the
348348 18 State Board as enrolled in the Organizational Unit on
349349 19 October 1 and March 1 in the immediately preceding school
350350 20 year, plus the pre-kindergarten students who receive
351351 21 special education services as reported to the State Board
352352 22 on October 1 and March 1 in the immediately preceding
353353 23 school year, or the average number of students (grades K
354354 24 through 12) reported to the State Board as enrolled in the
355355 25 Organizational Unit on October 1 and March 1, plus the
356356 26 pre-kindergarten students who receive special education
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367367 1 services as reported to the State Board on October 1 and
368368 2 March 1, for each of the immediately preceding 3 school
369369 3 years. For the purposes of this definition, "enrolled in
370370 4 the Organizational Unit" means the number of students
371371 5 reported to the State Board who are enrolled in schools
372372 6 within the Organizational Unit that the student attends or
373373 7 would attend if not placed or transferred to another
374374 8 school or program to receive needed services. For the
375375 9 purposes of calculating "ASE", all students, grades K
376376 10 through 12, excluding those attending kindergarten for a
377377 11 half day and students attending an alternative education
378378 12 program operated by a regional office of education or
379379 13 intermediate service center, shall be counted as 1.0. All
380380 14 students attending kindergarten for a half day shall be
381381 15 counted as 0.5, unless in 2017 by June 15 or by March 1 in
382382 16 subsequent years, the school district reports to the State
383383 17 Board of Education the intent to implement full-day
384384 18 kindergarten district-wide for all students, then all
385385 19 students attending kindergarten shall be counted as 1.0.
386386 20 Special education pre-kindergarten students shall be
387387 21 counted as 0.5 each. If the State Board does not collect or
388388 22 has not collected both an October 1 and March 1 enrollment
389389 23 count by grade or a December 1 collection of special
390390 24 education pre-kindergarten students as of August 31, 2017
391391 25 (the effective date of Public Act 100-465), it shall
392392 26 establish such collection for all future years. For any
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403403 1 year in which a count by grade level was collected only
404404 2 once, that count shall be used as the single count
405405 3 available for computing a 3-year average ASE. Funding for
406406 4 programs operated by a regional office of education or an
407407 5 intermediate service center must be calculated using the
408408 6 Evidence-Based Funding formula under this Section for the
409409 7 2019-2020 school year and each subsequent school year
410410 8 until separate adequacy formulas are developed and adopted
411411 9 for each type of program. ASE for a program operated by a
412412 10 regional office of education or an intermediate service
413413 11 center must be determined by the March 1 enrollment for
414414 12 the program. For the 2019-2020 school year, the ASE used
415415 13 in the calculation must be the first-year ASE and, in that
416416 14 year only, the assignment of students served by a regional
417417 15 office of education or intermediate service center shall
418418 16 not result in a reduction of the March enrollment for any
419419 17 school district. For the 2020-2021 school year, the ASE
420420 18 must be the greater of the current-year ASE or the 2-year
421421 19 average ASE. Beginning with the 2021-2022 school year, the
422422 20 ASE must be the greater of the current-year ASE or the
423423 21 3-year average ASE. School districts shall submit the data
424424 22 for the ASE calculation to the State Board within 45 days
425425 23 of the dates required in this Section for submission of
426426 24 enrollment data in order for it to be included in the ASE
427427 25 calculation. For fiscal year 2018 only, the ASE
428428 26 calculation shall include only enrollment taken on October
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439439 1 1. In recognition of the impact of COVID-19, the
440440 2 definition of "Average Student Enrollment" or "ASE" shall
441441 3 be adjusted for calculations under this Section for fiscal
442442 4 years 2022 through 2024. For fiscal years 2022 through
443443 5 2024, the enrollment used in the calculation of ASE
444444 6 representing the 2020-2021 school year shall be the
445445 7 greater of the enrollment for the 2020-2021 school year or
446446 8 the 2019-2020 school year.
447447 9 "Base Funding Guarantee" is defined in paragraph (10)
448448 10 of subsection (g) of this Section.
449449 11 "Base Funding Minimum" is defined in subsection (e) of
450450 12 this Section.
451451 13 "Base Tax Year" means the property tax levy year used
452452 14 to calculate the Budget Year allocation of primary State
453453 15 aid.
454454 16 "Base Tax Year's Extension" means the product of the
455455 17 equalized assessed valuation utilized by the county clerk
456456 18 in the Base Tax Year multiplied by the limiting rate as
457457 19 calculated by the county clerk and defined in PTELL.
458458 20 "Bilingual Education Allocation" means the amount of
459459 21 an Organizational Unit's final Adequacy Target
460460 22 attributable to bilingual education divided by the
461461 23 Organizational Unit's final Adequacy Target, the product
462462 24 of which shall be multiplied by the amount of new funding
463463 25 received pursuant to this Section. An Organizational
464464 26 Unit's final Adequacy Target attributable to bilingual
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475475 1 education shall include all additional investments in
476476 2 English learner students' adequacy elements.
477477 3 "Budget Year" means the school year for which primary
478478 4 State aid is calculated and awarded under this Section.
479479 5 "Central office" means individual administrators and
480480 6 support service personnel charged with managing the
481481 7 instructional programs, business and operations, and
482482 8 security of the Organizational Unit.
483483 9 "Comparable Wage Index" or "CWI" means a regional cost
484484 10 differentiation metric that measures systemic, regional
485485 11 variations in the salaries of college graduates who are
486486 12 not educators. The CWI utilized for this Section shall,
487487 13 for the first 3 years of Evidence-Based Funding
488488 14 implementation, be the CWI initially developed by the
489489 15 National Center for Education Statistics, as most recently
490490 16 updated by Texas A & M University. In the fourth and
491491 17 subsequent years of Evidence-Based Funding implementation,
492492 18 the State Superintendent shall re-determine the CWI using
493493 19 a similar methodology to that identified in the Texas A & M
494494 20 University study, with adjustments made no less frequently
495495 21 than once every 5 years.
496496 22 "Computer technology and equipment" means computers
497497 23 servers, notebooks, network equipment, copiers, printers,
498498 24 instructional software, security software, curriculum
499499 25 management courseware, and other similar materials and
500500 26 equipment.
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511511 1 "Computer technology and equipment investment
512512 2 allocation" means the final Adequacy Target amount of an
513513 3 Organizational Unit assigned to Tier 1 or Tier 2 in the
514514 4 prior school year attributable to the additional $285.50
515515 5 per student computer technology and equipment investment
516516 6 grant divided by the Organizational Unit's final Adequacy
517517 7 Target, the result of which shall be multiplied by the
518518 8 amount of new funding received pursuant to this Section.
519519 9 An Organizational Unit assigned to a Tier 1 or Tier 2 final
520520 10 Adequacy Target attributable to the received computer
521521 11 technology and equipment investment grant shall include
522522 12 all additional investments in computer technology and
523523 13 equipment adequacy elements.
524524 14 "Core subject" means mathematics; science; reading,
525525 15 English, writing, and language arts; history and social
526526 16 studies; world languages; and subjects taught as Advanced
527527 17 Placement in high schools.
528528 18 "Core teacher" means a regular classroom teacher in
529529 19 elementary schools and teachers of a core subject in
530530 20 middle and high schools.
531531 21 "Core Intervention teacher (tutor)" means a licensed
532532 22 teacher providing one-on-one or small group tutoring to
533533 23 students struggling to meet proficiency in core subjects.
534534 24 "CPPRT" means corporate personal property replacement
535535 25 tax funds paid to an Organizational Unit during the
536536 26 calendar year one year before the calendar year in which a
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547547 1 school year begins, pursuant to "An Act in relation to the
548548 2 abolition of ad valorem personal property tax and the
549549 3 replacement of revenues lost thereby, and amending and
550550 4 repealing certain Acts and parts of Acts in connection
551551 5 therewith", certified August 14, 1979, as amended (Public
552552 6 Act 81-1st S.S.-1).
553553 7 "EAV" means equalized assessed valuation as defined in
554554 8 paragraph (2) of subsection (d) of this Section and
555555 9 calculated in accordance with paragraph (3) of subsection
556556 10 (d) of this Section.
557557 11 "ECI" means the Bureau of Labor Statistics' national
558558 12 employment cost index for civilian workers in educational
559559 13 services in elementary and secondary schools on a
560560 14 cumulative basis for the 12-month calendar year preceding
561561 15 the fiscal year of the Evidence-Based Funding calculation.
562562 16 "EIS Data" means the employment information system
563563 17 data maintained by the State Board on educators within
564564 18 Organizational Units.
565565 19 "Employee benefits" means health, dental, and vision
566566 20 insurance offered to employees of an Organizational Unit,
567567 21 the costs associated with the statutorily required payment
568568 22 of the normal cost of the Organizational Unit's teacher
569569 23 pensions, Social Security employer contributions, and
570570 24 Illinois Municipal Retirement Fund employer contributions.
571571 25 "English learner" or "EL" means a child included in
572572 26 the definition of "English learners" under Section 14C-2
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583583 1 of this Code participating in a program of transitional
584584 2 bilingual education or a transitional program of
585585 3 instruction meeting the requirements and program
586586 4 application procedures of Article 14C of this Code. For
587587 5 the purposes of collecting the number of EL students
588588 6 enrolled, the same collection and calculation methodology
589589 7 as defined above for "ASE" shall apply to English
590590 8 learners, with the exception that EL student enrollment
591591 9 shall include students in grades pre-kindergarten through
592592 10 12.
593593 11 "Essential Elements" means those elements, resources,
594594 12 and educational programs that have been identified through
595595 13 academic research as necessary to improve student success,
596596 14 improve academic performance, close achievement gaps, and
597597 15 provide for other per student costs related to the
598598 16 delivery and leadership of the Organizational Unit, as
599599 17 well as the maintenance and operations of the unit, and
600600 18 which are specified in paragraph (2) of subsection (b) of
601601 19 this Section.
602602 20 "Evidence-Based Funding" means State funding provided
603603 21 to an Organizational Unit pursuant to this Section.
604604 22 "Extended day" means academic and enrichment programs
605605 23 provided to students outside the regular school day before
606606 24 and after school or during non-instructional times during
607607 25 the school day.
608608 26 "Extension Limitation Ratio" means a numerical ratio
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619619 1 in which the numerator is the Base Tax Year's Extension
620620 2 and the denominator is the Preceding Tax Year's Extension.
621621 3 "Final Percent of Adequacy" is defined in paragraph
622622 4 (4) of subsection (f) of this Section.
623623 5 "Final Resources" is defined in paragraph (3) of
624624 6 subsection (f) of this Section.
625625 7 "Full-time equivalent" or "FTE" means the full-time
626626 8 equivalency compensation for staffing the relevant
627627 9 position at an Organizational Unit.
628628 10 "Funding Gap" is defined in paragraph (1) of
629629 11 subsection (g).
630630 12 "Hybrid District" means a partial elementary unit
631631 13 district created pursuant to Article 11E of this Code.
632632 14 "Instructional assistant" means a core or special
633633 15 education, non-licensed employee who assists a teacher in
634634 16 the classroom and provides academic support to students.
635635 17 "Instructional facilitator" means a qualified teacher
636636 18 or licensed teacher leader who facilitates and coaches
637637 19 continuous improvement in classroom instruction; provides
638638 20 instructional support to teachers in the elements of
639639 21 research-based instruction or demonstrates the alignment
640640 22 of instruction with curriculum standards and assessment
641641 23 tools; develops or coordinates instructional programs or
642642 24 strategies; develops and implements training; chooses
643643 25 standards-based instructional materials; provides
644644 26 teachers with an understanding of current research; serves
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655655 1 as a mentor, site coach, curriculum specialist, or lead
656656 2 teacher; or otherwise works with fellow teachers, in
657657 3 collaboration, to use data to improve instructional
658658 4 practice or develop model lessons.
659659 5 "Instructional materials" means relevant
660660 6 instructional materials for student instruction,
661661 7 including, but not limited to, textbooks, consumable
662662 8 workbooks, laboratory equipment, library books, and other
663663 9 similar materials.
664664 10 "Laboratory School" means a public school that is
665665 11 created and operated by a public university and approved
666666 12 by the State Board.
667667 13 "Librarian" means a teacher with an endorsement as a
668668 14 library information specialist or another individual whose
669669 15 primary responsibility is overseeing library resources
670670 16 within an Organizational Unit.
671671 17 "Limiting rate for Hybrid Districts" means the
672672 18 combined elementary school and high school limiting rates.
673673 19 "Local Capacity" is defined in paragraph (1) of
674674 20 subsection (c) of this Section.
675675 21 "Local Capacity Percentage" is defined in subparagraph
676676 22 (A) of paragraph (2) of subsection (c) of this Section.
677677 23 "Local Capacity Ratio" is defined in subparagraph (B)
678678 24 of paragraph (2) of subsection (c) of this Section.
679679 25 "Local Capacity Target" is defined in paragraph (2) of
680680 26 subsection (c) of this Section.
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691691 1 "Low-Income Count" means, for an Organizational Unit
692692 2 in a fiscal year, the higher of the average number of
693693 3 students for the prior school year or the immediately
694694 4 preceding 3 school years who, as of July 1 of the
695695 5 immediately preceding fiscal year (as determined by the
696696 6 Department of Human Services), are eligible for at least
697697 7 one of the following low-income programs: Medicaid, the
698698 8 Children's Health Insurance Program, Temporary Assistance
699699 9 for Needy Families (TANF), or the Supplemental Nutrition
700700 10 Assistance Program, excluding pupils who are eligible for
701701 11 services provided by the Department of Children and Family
702702 12 Services. Until such time that grade level low-income
703703 13 populations become available, grade level low-income
704704 14 populations shall be determined by applying the low-income
705705 15 percentage to total student enrollments by grade level.
706706 16 The low-income percentage is determined by dividing the
707707 17 Low-Income Count by the Average Student Enrollment. The
708708 18 low-income percentage for a regional office of education
709709 19 or an intermediate service center operating one or more
710710 20 alternative education programs must be set to the weighted
711711 21 average of the low-income percentages of all of the school
712712 22 districts in the service region. The weighted low-income
713713 23 percentage is the result of multiplying the low-income
714714 24 percentage of each school district served by the regional
715715 25 office of education or intermediate service center by each
716716 26 school district's Average Student Enrollment, summarizing
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727727 1 those products and dividing the total by the total Average
728728 2 Student Enrollment for the service region.
729729 3 "Maintenance and operations" means custodial services,
730730 4 facility and ground maintenance, facility operations,
731731 5 facility security, routine facility repairs, and other
732732 6 similar services and functions.
733733 7 "Minimum Funding Level" is defined in paragraph (9) of
734734 8 subsection (g) of this Section.
735735 9 "New Property Tax Relief Pool Funds" means, for any
736736 10 given fiscal year, all State funds appropriated under
737737 11 Section 2-3.170 of this Code.
738738 12 "New State Funds" means, for a given school year, all
739739 13 State funds appropriated for Evidence-Based Funding in
740740 14 excess of the amount needed to fund the Base Funding
741741 15 Minimum for all Organizational Units in that school year.
742742 16 "Nurse" means an individual licensed as a certified
743743 17 school nurse, in accordance with the rules established for
744744 18 nursing services by the State Board, who is an employee of
745745 19 and is available to provide health care-related services
746746 20 for students of an Organizational Unit.
747747 21 "Operating Tax Rate" means the rate utilized in the
748748 22 previous year to extend property taxes for all purposes,
749749 23 except Bond and Interest, Summer School, Rent, Capital
750750 24 Improvement, and Vocational Education Building purposes.
751751 25 For Hybrid Districts, the Operating Tax Rate shall be the
752752 26 combined elementary and high school rates utilized in the
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763763 1 previous year to extend property taxes for all purposes,
764764 2 except Bond and Interest, Summer School, Rent, Capital
765765 3 Improvement, and Vocational Education Building purposes.
766766 4 "Organizational Unit" means a Laboratory School or any
767767 5 public school district that is recognized as such by the
768768 6 State Board and that contains elementary schools typically
769769 7 serving kindergarten through 5th grades, middle schools
770770 8 typically serving 6th through 8th grades, high schools
771771 9 typically serving 9th through 12th grades, a program
772772 10 established under Section 2-3.66 or 2-3.41, or a program
773773 11 operated by a regional office of education or an
774774 12 intermediate service center under Article 13A or 13B. The
775775 13 General Assembly acknowledges that the actual grade levels
776776 14 served by a particular Organizational Unit may vary
777777 15 slightly from what is typical.
778778 16 "Organizational Unit CWI" is determined by calculating
779779 17 the CWI in the region and original county in which an
780780 18 Organizational Unit's primary administrative office is
781781 19 located as set forth in this paragraph, provided that if
782782 20 the Organizational Unit CWI as calculated in accordance
783783 21 with this paragraph is less than 0.9, the Organizational
784784 22 Unit CWI shall be increased to 0.9. Each county's current
785785 23 CWI value shall be adjusted based on the CWI value of that
786786 24 county's neighboring Illinois counties, to create a
787787 25 "weighted adjusted index value". This shall be calculated
788788 26 by summing the CWI values of all of a county's adjacent
789789
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799799 1 Illinois counties and dividing by the number of adjacent
800800 2 Illinois counties, then taking the weighted value of the
801801 3 original county's CWI value and the adjacent Illinois
802802 4 county average. To calculate this weighted value, if the
803803 5 number of adjacent Illinois counties is greater than 2,
804804 6 the original county's CWI value will be weighted at 0.25
805805 7 and the adjacent Illinois county average will be weighted
806806 8 at 0.75. If the number of adjacent Illinois counties is 2,
807807 9 the original county's CWI value will be weighted at 0.33
808808 10 and the adjacent Illinois county average will be weighted
809809 11 at 0.66. The greater of the county's current CWI value and
810810 12 its weighted adjusted index value shall be used as the
811811 13 Organizational Unit CWI.
812812 14 "Preceding Tax Year" means the property tax levy year
813813 15 immediately preceding the Base Tax Year.
814814 16 "Preceding Tax Year's Extension" means the product of
815815 17 the equalized assessed valuation utilized by the county
816816 18 clerk in the Preceding Tax Year multiplied by the
817817 19 Operating Tax Rate.
818818 20 "Preliminary Percent of Adequacy" is defined in
819819 21 paragraph (2) of subsection (f) of this Section.
820820 22 "Preliminary Resources" is defined in paragraph (2) of
821821 23 subsection (f) of this Section.
822822 24 "Principal" means a school administrator duly endorsed
823823 25 to be employed as a principal in this State.
824824 26 "Professional development" means training programs for
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835835 1 licensed staff in schools, including, but not limited to,
836836 2 programs that assist in implementing new curriculum
837837 3 programs, provide data focused or academic assessment data
838838 4 training to help staff identify a student's weaknesses and
839839 5 strengths, target interventions, improve instruction,
840840 6 encompass instructional strategies for English learner,
841841 7 gifted, or at-risk students, address inclusivity, cultural
842842 8 sensitivity, or implicit bias, or otherwise provide
843843 9 professional support for licensed staff.
844844 10 "Prototypical" means 450 special education
845845 11 pre-kindergarten and kindergarten through grade 5 students
846846 12 for an elementary school, 450 grade 6 through 8 students
847847 13 for a middle school, and 600 grade 9 through 12 students
848848 14 for a high school.
849849 15 "PTELL" means the Property Tax Extension Limitation
850850 16 Law.
851851 17 "PTELL EAV" is defined in paragraph (4) of subsection
852852 18 (d) of this Section.
853853 19 "Pupil support staff" means a nurse, psychologist,
854854 20 social worker, family liaison personnel, or other staff
855855 21 member who provides support to at-risk or struggling
856856 22 students.
857857 23 "Real Receipts" is defined in paragraph (1) of
858858 24 subsection (d) of this Section.
859859 25 "Regionalization Factor" means, for a particular
860860 26 Organizational Unit, the figure derived by dividing the
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871871 1 Organizational Unit CWI by the Statewide Weighted CWI.
872872 2 "School counselor" means a licensed school counselor
873873 3 who provides guidance and counseling support for students
874874 4 within an Organizational Unit.
875875 5 "School site staff" means the primary school secretary
876876 6 and any additional clerical personnel assigned to a
877877 7 school.
878878 8 "Special education" means special educational
879879 9 facilities and services, as defined in Section 14-1.08 of
880880 10 this Code.
881881 11 "Special Education Allocation" means the amount of an
882882 12 Organizational Unit's final Adequacy Target attributable
883883 13 to special education divided by the Organizational Unit's
884884 14 final Adequacy Target, the product of which shall be
885885 15 multiplied by the amount of new funding received pursuant
886886 16 to this Section. An Organizational Unit's final Adequacy
887887 17 Target attributable to special education shall include all
888888 18 special education investment adequacy elements.
889889 19 "Specialist teacher" means a teacher who provides
890890 20 instruction in subject areas not included in core
891891 21 subjects, including, but not limited to, art, music,
892892 22 physical education, health, driver education,
893893 23 career-technical education, and such other subject areas
894894 24 as may be mandated by State law or provided by an
895895 25 Organizational Unit.
896896 26 "Specially Funded Unit" means an Alternative School,
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907907 1 safe school, Department of Juvenile Justice school,
908908 2 special education cooperative or entity recognized by the
909909 3 State Board as a special education cooperative,
910910 4 State-approved charter school, or alternative learning
911911 5 opportunities program that received direct funding from
912912 6 the State Board during the 2016-2017 school year through
913913 7 any of the funding sources included within the calculation
914914 8 of the Base Funding Minimum or Glenwood Academy.
915915 9 "Supplemental Grant Funding" means supplemental
916916 10 general State aid funding received by an Organizational
917917 11 Unit during the 2016-2017 school year pursuant to
918918 12 subsection (H) of Section 18-8.05 of this Code (now
919919 13 repealed).
920920 14 "State Adequacy Level" is the sum of the Adequacy
921921 15 Targets of all Organizational Units.
922922 16 "State Board" means the State Board of Education.
923923 17 "State Superintendent" means the State Superintendent
924924 18 of Education.
925925 19 "Statewide Weighted CWI" means a figure determined by
926926 20 multiplying each Organizational Unit CWI times the ASE for
927927 21 that Organizational Unit creating a weighted value,
928928 22 summing all Organizational Units' weighted values, and
929929 23 dividing by the total ASE of all Organizational Units,
930930 24 thereby creating an average weighted index.
931931 25 "Student activities" means non-credit producing
932932 26 after-school programs, including, but not limited to,
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943943 1 clubs, bands, sports, and other activities authorized by
944944 2 the school board of the Organizational Unit.
945945 3 "Substitute teacher" means an individual teacher or
946946 4 teaching assistant who is employed by an Organizational
947947 5 Unit and is temporarily serving the Organizational Unit on
948948 6 a per diem or per period-assignment basis to replace
949949 7 another staff member.
950950 8 "Summer school" means academic and enrichment programs
951951 9 provided to students during the summer months outside of
952952 10 the regular school year.
953953 11 "Supervisory aide" means a non-licensed staff member
954954 12 who helps in supervising students of an Organizational
955955 13 Unit, but does so outside of the classroom, in situations
956956 14 such as, but not limited to, monitoring hallways and
957957 15 playgrounds, supervising lunchrooms, or supervising
958958 16 students when being transported in buses serving the
959959 17 Organizational Unit.
960960 18 "Target Ratio" is defined in paragraph (4) of
961961 19 subsection (g).
962962 20 "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
963963 21 in paragraph (3) of subsection (g).
964964 22 "Tier 1 Aggregate Funding", "Tier 2 Aggregate
965965 23 Funding", "Tier 3 Aggregate Funding", and "Tier 4
966966 24 Aggregate Funding" are defined in paragraph (1) of
967967 25 subsection (g).
968968 26 (b) Adequacy Target calculation.
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979979 1 (1) Each Organizational Unit's Adequacy Target is the
980980 2 sum of the Organizational Unit's cost of providing
981981 3 Essential Elements, as calculated in accordance with this
982982 4 subsection (b), with the salary amounts in the Essential
983983 5 Elements multiplied by a Regionalization Factor calculated
984984 6 pursuant to paragraph (3) of this subsection (b).
985985 7 (2) The Essential Elements are attributable on a pro
986986 8 rata basis related to defined subgroups of the ASE of each
987987 9 Organizational Unit as specified in this paragraph (2),
988988 10 with investments and FTE positions pro rata funded based
989989 11 on ASE counts in excess of or less than the thresholds set
990990 12 forth in this paragraph (2). The method for calculating
991991 13 attributable pro rata costs and the defined subgroups
992992 14 thereto are as follows:
993993 15 (A) Core class size investments. Each
994994 16 Organizational Unit shall receive the funding required
995995 17 to support that number of FTE core teacher positions
996996 18 as is needed to keep the respective class sizes of the
997997 19 Organizational Unit to the following maximum numbers:
998998 20 (i) For grades kindergarten through 3, the
999999 21 Organizational Unit shall receive funding required
10001000 22 to support one FTE core teacher position for every
10011001 23 15 Low-Income Count students in those grades and
10021002 24 one FTE core teacher position for every 20
10031003 25 non-Low-Income Count students in those grades.
10041004 26 (ii) For grades 4 through 12, the
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10151015 1 Organizational Unit shall receive funding required
10161016 2 to support one FTE core teacher position for every
10171017 3 20 Low-Income Count students in those grades and
10181018 4 one FTE core teacher position for every 25
10191019 5 non-Low-Income Count students in those grades.
10201020 6 The number of non-Low-Income Count students in a
10211021 7 grade shall be determined by subtracting the
10221022 8 Low-Income students in that grade from the ASE of the
10231023 9 Organizational Unit for that grade.
10241024 10 (B) Specialist teacher investments. Each
10251025 11 Organizational Unit shall receive the funding needed
10261026 12 to cover that number of FTE specialist teacher
10271027 13 positions that correspond to the following
10281028 14 percentages:
10291029 15 (i) if the Organizational Unit operates an
10301030 16 elementary or middle school, then 20.00% of the
10311031 17 number of the Organizational Unit's core teachers,
10321032 18 as determined under subparagraph (A) of this
10331033 19 paragraph (2); and
10341034 20 (ii) if such Organizational Unit operates a
10351035 21 high school, then 33.33% of the number of the
10361036 22 Organizational Unit's core teachers.
10371037 23 (C) Instructional facilitator investments. Each
10381038 24 Organizational Unit shall receive the funding needed
10391039 25 to cover one FTE instructional facilitator position
10401040 26 for every 200 combined ASE of pre-kindergarten
10411041
10421042
10431043
10441044
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10471047
10481048
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10501050 HB1925 - 29 - LRB104 09564 LNS 19627 b
10511051 1 children with disabilities and all kindergarten
10521052 2 through grade 12 students of the Organizational Unit.
10531053 3 (D) Core intervention teacher (tutor) investments.
10541054 4 Each Organizational Unit shall receive the funding
10551055 5 needed to cover one FTE teacher position for each
10561056 6 prototypical elementary, middle, and high school.
10571057 7 (E) Substitute teacher investments. Each
10581058 8 Organizational Unit shall receive the funding needed
10591059 9 to cover substitute teacher costs that is equal to
10601060 10 5.70% of the minimum pupil attendance days required
10611061 11 under Section 10-19 of this Code for all full-time
10621062 12 equivalent core, specialist, and intervention
10631063 13 teachers, school nurses, special education teachers
10641064 14 and instructional assistants, instructional
10651065 15 facilitators, and summer school and extended day
10661066 16 teacher positions, as determined under this paragraph
10671067 17 (2), at a salary rate of 33.33% of the average salary
10681068 18 for grade K through 12 teachers and 33.33% of the
10691069 19 average salary of each instructional assistant
10701070 20 position.
10711071 21 (F) Core school counselor investments. Each
10721072 22 Organizational Unit shall receive the funding needed
10731073 23 to cover one FTE school counselor for each 450
10741074 24 combined ASE of pre-kindergarten children with
10751075 25 disabilities and all kindergarten through grade 5
10761076 26 students, plus one FTE school counselor for each 250
10771077
10781078
10791079
10801080
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10831083
10841084
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10861086 HB1925 - 30 - LRB104 09564 LNS 19627 b
10871087 1 grades 6 through 8 ASE middle school students, plus
10881088 2 one FTE school counselor for each 250 grades 9 through
10891089 3 12 ASE high school students.
10901090 4 (G) Nurse investments. Each Organizational Unit
10911091 5 shall receive the funding needed to cover one FTE
10921092 6 nurse for each 750 combined ASE of pre-kindergarten
10931093 7 children with disabilities and all kindergarten
10941094 8 through grade 12 students across all grade levels it
10951095 9 serves.
10961096 10 (H) Supervisory aide investments. Each
10971097 11 Organizational Unit shall receive the funding needed
10981098 12 to cover one FTE for each 225 combined ASE of
10991099 13 pre-kindergarten children with disabilities and all
11001100 14 kindergarten through grade 5 students, plus one FTE
11011101 15 for each 225 ASE middle school students, plus one FTE
11021102 16 for each 200 ASE high school students.
11031103 17 (I) Librarian investments. Each Organizational
11041104 18 Unit shall receive the funding needed to cover one FTE
11051105 19 librarian for each prototypical elementary school,
11061106 20 middle school, and high school and one FTE aide or
11071107 21 media technician for every 300 combined ASE of
11081108 22 pre-kindergarten children with disabilities and all
11091109 23 kindergarten through grade 12 students.
11101110 24 (J) Principal investments. Each Organizational
11111111 25 Unit shall receive the funding needed to cover one FTE
11121112 26 principal position for each prototypical elementary
11131113
11141114
11151115
11161116
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11191119
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11221122 HB1925 - 31 - LRB104 09564 LNS 19627 b
11231123 1 school, plus one FTE principal position for each
11241124 2 prototypical middle school, plus one FTE principal
11251125 3 position for each prototypical high school.
11261126 4 (K) Assistant principal investments. Each
11271127 5 Organizational Unit shall receive the funding needed
11281128 6 to cover one FTE assistant principal position for each
11291129 7 prototypical elementary school, plus one FTE assistant
11301130 8 principal position for each prototypical middle
11311131 9 school, plus one FTE assistant principal position for
11321132 10 each prototypical high school.
11331133 11 (L) School site staff investments. Each
11341134 12 Organizational Unit shall receive the funding needed
11351135 13 for one FTE position for each 225 ASE of
11361136 14 pre-kindergarten children with disabilities and all
11371137 15 kindergarten through grade 5 students, plus one FTE
11381138 16 position for each 225 ASE middle school students, plus
11391139 17 one FTE position for each 200 ASE high school
11401140 18 students.
11411141 19 (M) Gifted investments. Each Organizational Unit
11421142 20 shall receive $40 per kindergarten through grade 12
11431143 21 ASE.
11441144 22 (N) Professional development investments. Each
11451145 23 Organizational Unit shall receive $125 per student of
11461146 24 the combined ASE of pre-kindergarten children with
11471147 25 disabilities and all kindergarten through grade 12
11481148 26 students for trainers and other professional
11491149
11501150
11511151
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11551155
11561156
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11581158 HB1925 - 32 - LRB104 09564 LNS 19627 b
11591159 1 development-related expenses for supplies and
11601160 2 materials.
11611161 3 (O) Instructional material investments. Each
11621162 4 Organizational Unit shall receive $190 per student of
11631163 5 the combined ASE of pre-kindergarten children with
11641164 6 disabilities and all kindergarten through grade 12
11651165 7 students to cover instructional material costs.
11661166 8 (P) Assessment investments. Each Organizational
11671167 9 Unit shall receive $25 per student of the combined ASE
11681168 10 of pre-kindergarten children with disabilities and all
11691169 11 kindergarten through grade 12 students to cover
11701170 12 assessment costs.
11711171 13 (Q) Computer technology and equipment investments.
11721172 14 Each Organizational Unit shall receive $285.50 per
11731173 15 student of the combined ASE of pre-kindergarten
11741174 16 children with disabilities and all kindergarten
11751175 17 through grade 12 students to cover computer technology
11761176 18 and equipment costs. For the 2018-2019 school year and
11771177 19 subsequent school years, Organizational Units assigned
11781178 20 to Tier 1 and Tier 2 in the prior school year shall
11791179 21 receive an additional $285.50 per student of the
11801180 22 combined ASE of pre-kindergarten children with
11811181 23 disabilities and all kindergarten through grade 12
11821182 24 students to cover computer technology and equipment
11831183 25 costs in the Organizational Unit's Adequacy Target.
11841184 26 The State Board may establish additional requirements
11851185
11861186
11871187
11881188
11891189
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11911191
11921192
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11941194 HB1925 - 33 - LRB104 09564 LNS 19627 b
11951195 1 for Organizational Unit expenditures of funds received
11961196 2 pursuant to this subparagraph (Q), including a
11971197 3 requirement that funds received pursuant to this
11981198 4 subparagraph (Q) may be used only for serving the
11991199 5 technology needs of the district. It is the intent of
12001200 6 Public Act 100-465 that all Tier 1 and Tier 2 districts
12011201 7 receive the addition to their Adequacy Target in the
12021202 8 following year, subject to compliance with the
12031203 9 requirements of the State Board.
12041204 10 (R) Student activities investments. Each
12051205 11 Organizational Unit shall receive the following
12061206 12 funding amounts to cover student activities: $100 per
12071207 13 kindergarten through grade 5 ASE student in elementary
12081208 14 school, plus $200 per ASE student in middle school,
12091209 15 plus $675 per ASE student in high school.
12101210 16 (S) Maintenance and operations investments. Each
12111211 17 Organizational Unit shall receive $1,038 per student
12121212 18 of the combined ASE of pre-kindergarten children with
12131213 19 disabilities and all kindergarten through grade 12
12141214 20 students for day-to-day maintenance and operations
12151215 21 expenditures, including salary, supplies, and
12161216 22 materials, as well as purchased services, but
12171217 23 excluding employee benefits. The proportion of salary
12181218 24 for the application of a Regionalization Factor and
12191219 25 the calculation of benefits is equal to $352.92.
12201220 26 (T) Central office investments. Each
12211221
12221222
12231223
12241224
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12271227
12281228
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12301230 HB1925 - 34 - LRB104 09564 LNS 19627 b
12311231 1 Organizational Unit shall receive $742 per student of
12321232 2 the combined ASE of pre-kindergarten children with
12331233 3 disabilities and all kindergarten through grade 12
12341234 4 students to cover central office operations, including
12351235 5 administrators and classified personnel charged with
12361236 6 managing the instructional programs, business and
12371237 7 operations of the school district, and security
12381238 8 personnel. The proportion of salary for the
12391239 9 application of a Regionalization Factor and the
12401240 10 calculation of benefits is equal to $368.48.
12411241 11 (U) Employee benefit investments. Each
12421242 12 Organizational Unit shall receive 30% of the total of
12431243 13 all salary-calculated elements of the Adequacy Target,
12441244 14 excluding substitute teachers and student activities
12451245 15 investments, to cover benefit costs. For central
12461246 16 office and maintenance and operations investments, the
12471247 17 benefit calculation shall be based upon the salary
12481248 18 proportion of each investment. If at any time the
12491249 19 responsibility for funding the employer normal cost of
12501250 20 teacher pensions is assigned to school districts, then
12511251 21 that amount certified by the Teachers' Retirement
12521252 22 System of the State of Illinois to be paid by the
12531253 23 Organizational Unit for the preceding school year
12541254 24 shall be added to the benefit investment. For any
12551255 25 fiscal year in which a school district organized under
12561256 26 Article 34 of this Code is responsible for paying the
12571257
12581258
12591259
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12631263
12641264
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12661266 HB1925 - 35 - LRB104 09564 LNS 19627 b
12671267 1 employer normal cost of teacher pensions, then that
12681268 2 amount of its employer normal cost plus the amount for
12691269 3 retiree health insurance as certified by the Public
12701270 4 School Teachers' Pension and Retirement Fund of
12711271 5 Chicago to be paid by the school district for the
12721272 6 preceding school year that is statutorily required to
12731273 7 cover employer normal costs and the amount for retiree
12741274 8 health insurance shall be added to the 30% specified
12751275 9 in this subparagraph (U). The Teachers' Retirement
12761276 10 System of the State of Illinois and the Public School
12771277 11 Teachers' Pension and Retirement Fund of Chicago shall
12781278 12 submit such information as the State Superintendent
12791279 13 may require for the calculations set forth in this
12801280 14 subparagraph (U).
12811281 15 (V) Additional investments in low-income students.
12821282 16 In addition to and not in lieu of all other funding
12831283 17 under this paragraph (2), each Organizational Unit
12841284 18 shall receive funding based on the average teacher
12851285 19 salary for grades K through 12 to cover the costs of:
12861286 20 (i) one FTE intervention teacher (tutor)
12871287 21 position for every 125 Low-Income Count students;
12881288 22 (ii) one FTE pupil support staff position for
12891289 23 every 125 Low-Income Count students;
12901290 24 (iii) one FTE extended day teacher position
12911291 25 for every 120 Low-Income Count students; and
12921292 26 (iv) one FTE summer school teacher position
12931293
12941294
12951295
12961296
12971297
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12991299
13001300
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13021302 HB1925 - 36 - LRB104 09564 LNS 19627 b
13031303 1 for every 120 Low-Income Count students.
13041304 2 (W) Additional investments in English learner
13051305 3 students. In addition to and not in lieu of all other
13061306 4 funding under this paragraph (2), each Organizational
13071307 5 Unit shall receive funding based on the average
13081308 6 teacher salary for grades K through 12 to cover the
13091309 7 costs of:
13101310 8 (i) one FTE intervention teacher (tutor)
13111311 9 position for every 125 English learner students;
13121312 10 (ii) one FTE pupil support staff position for
13131313 11 every 125 English learner students;
13141314 12 (iii) one FTE extended day teacher position
13151315 13 for every 120 English learner students;
13161316 14 (iv) one FTE summer school teacher position
13171317 15 for every 120 English learner students; and
13181318 16 (v) one FTE core teacher position for every
13191319 17 100 English learner students.
13201320 18 (X) Special education investments. Each
13211321 19 Organizational Unit shall receive funding based on the
13221322 20 average teacher salary for grades K through 12 to
13231323 21 cover special education as follows:
13241324 22 (i) one FTE teacher position for every 141
13251325 23 combined ASE of pre-kindergarten children with
13261326 24 disabilities and all kindergarten through grade 12
13271327 25 students;
13281328 26 (ii) one FTE instructional assistant for every
13291329
13301330
13311331
13321332
13331333
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13351335
13361336
13371337 HB1925- 37 -LRB104 09564 LNS 19627 b HB1925 - 37 - LRB104 09564 LNS 19627 b
13381338 HB1925 - 37 - LRB104 09564 LNS 19627 b
13391339 1 141 combined ASE of pre-kindergarten children with
13401340 2 disabilities and all kindergarten through grade 12
13411341 3 students; and
13421342 4 (iii) one FTE psychologist position for every
13431343 5 1,000 combined ASE of pre-kindergarten children
13441344 6 with disabilities and all kindergarten through
13451345 7 grade 12 students.
13461346 8 (3) For calculating the salaries included within the
13471347 9 Essential Elements, the State Superintendent shall
13481348 10 annually calculate average salaries to the nearest dollar
13491349 11 using the employment information system data maintained by
13501350 12 the State Board, limited to public schools only and
13511351 13 excluding special education and vocational cooperatives,
13521352 14 schools operated by the Department of Juvenile Justice,
13531353 15 and charter schools, for the following positions:
13541354 16 (A) Teacher for grades K through 8.
13551355 17 (B) Teacher for grades 9 through 12.
13561356 18 (C) Teacher for grades K through 12.
13571357 19 (D) School counselor for grades K through 8.
13581358 20 (E) School counselor for grades 9 through 12.
13591359 21 (F) School counselor for grades K through 12.
13601360 22 (G) Social worker.
13611361 23 (H) Psychologist.
13621362 24 (I) Librarian.
13631363 25 (J) Nurse.
13641364 26 (K) Principal.
13651365
13661366
13671367
13681368
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13711371
13721372
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13741374 HB1925 - 38 - LRB104 09564 LNS 19627 b
13751375 1 (L) Assistant principal.
13761376 2 For the purposes of this paragraph (3), "teacher"
13771377 3 includes core teachers, specialist and elective teachers,
13781378 4 instructional facilitators, tutors, special education
13791379 5 teachers, pupil support staff teachers, English learner
13801380 6 teachers, extended day teachers, and summer school
13811381 7 teachers. Where specific grade data is not required for
13821382 8 the Essential Elements, the average salary for
13831383 9 corresponding positions shall apply. For substitute
13841384 10 teachers, the average teacher salary for grades K through
13851385 11 12 shall apply.
13861386 12 For calculating the salaries included within the
13871387 13 Essential Elements for positions not included within EIS
13881388 14 Data, the following salaries shall be used in the first
13891389 15 year of implementation of Evidence-Based Funding:
13901390 16 (i) school site staff, $30,000; and
13911391 17 (ii) non-instructional assistant, instructional
13921392 18 assistant, library aide, library media tech, or
13931393 19 supervisory aide: $25,000.
13941394 20 In the second and subsequent years of implementation
13951395 21 of Evidence-Based Funding, the amounts in items (i) and
13961396 22 (ii) of this paragraph (3) shall annually increase by the
13971397 23 ECI.
13981398 24 The salary amounts for the Essential Elements
13991399 25 determined pursuant to subparagraphs (A) through (L), (S)
14001400 26 and (T), and (V) through (X) of paragraph (2) of
14011401
14021402
14031403
14041404
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14071407
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14101410 HB1925 - 39 - LRB104 09564 LNS 19627 b
14111411 1 subsection (b) of this Section shall be multiplied by a
14121412 2 Regionalization Factor.
14131413 3 (c) Local Capacity calculation.
14141414 4 (1) Each Organizational Unit's Local Capacity
14151415 5 represents an amount of funding it is assumed to
14161416 6 contribute toward its Adequacy Target for purposes of the
14171417 7 Evidence-Based Funding formula calculation. "Local
14181418 8 Capacity" means either (i) the Organizational Unit's Local
14191419 9 Capacity Target as calculated in accordance with paragraph
14201420 10 (2) of this subsection (c) if its Real Receipts are equal
14211421 11 to or less than its Local Capacity Target or (ii) the
14221422 12 Organizational Unit's Adjusted Local Capacity, as
14231423 13 calculated in accordance with paragraph (3) of this
14241424 14 subsection (c) if Real Receipts are more than its Local
14251425 15 Capacity Target.
14261426 16 (2) "Local Capacity Target" means, for an
14271427 17 Organizational Unit, that dollar amount that is obtained
14281428 18 by multiplying its Adequacy Target by its Local Capacity
14291429 19 Ratio.
14301430 20 (A) An Organizational Unit's Local Capacity
14311431 21 Percentage is the conversion of the Organizational
14321432 22 Unit's Local Capacity Ratio, as such ratio is
14331433 23 determined in accordance with subparagraph (B) of this
14341434 24 paragraph (2), into a cumulative distribution
14351435 25 resulting in a percentile ranking to determine each
14361436 26 Organizational Unit's relative position to all other
14371437
14381438
14391439
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14431443
14441444
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14461446 HB1925 - 40 - LRB104 09564 LNS 19627 b
14471447 1 Organizational Units in this State. The calculation of
14481448 2 Local Capacity Percentage is described in subparagraph
14491449 3 (C) of this paragraph (2).
14501450 4 (B) An Organizational Unit's Local Capacity Ratio
14511451 5 in a given year is the percentage obtained by dividing
14521452 6 its Adjusted EAV or PTELL EAV, whichever is less, by
14531453 7 its Adequacy Target, with the resulting ratio further
14541454 8 adjusted as follows:
14551455 9 (i) for Organizational Units serving grades
14561456 10 kindergarten through 12 and Hybrid Districts, no
14571457 11 further adjustments shall be made;
14581458 12 (ii) for Organizational Units serving grades
14591459 13 kindergarten through 8, the ratio shall be
14601460 14 multiplied by 9/13;
14611461 15 (iii) for Organizational Units serving grades
14621462 16 9 through 12, the Local Capacity Ratio shall be
14631463 17 multiplied by 4/13; and
14641464 18 (iv) for an Organizational Unit with a
14651465 19 different grade configuration than those specified
14661466 20 in items (i) through (iii) of this subparagraph
14671467 21 (B), the State Superintendent shall determine a
14681468 22 comparable adjustment based on the grades served.
14691469 23 (C) The Local Capacity Percentage is equal to the
14701470 24 percentile ranking of the district. Local Capacity
14711471 25 Percentage converts each Organizational Unit's Local
14721472 26 Capacity Ratio to a cumulative distribution resulting
14731473
14741474
14751475
14761476
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14791479
14801480
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14821482 HB1925 - 41 - LRB104 09564 LNS 19627 b
14831483 1 in a percentile ranking to determine each
14841484 2 Organizational Unit's relative position to all other
14851485 3 Organizational Units in this State. The Local Capacity
14861486 4 Percentage cumulative distribution resulting in a
14871487 5 percentile ranking for each Organizational Unit shall
14881488 6 be calculated using the standard normal distribution
14891489 7 of the score in relation to the weighted mean and
14901490 8 weighted standard deviation and Local Capacity Ratios
14911491 9 of all Organizational Units. If the value assigned to
14921492 10 any Organizational Unit is in excess of 90%, the value
14931493 11 shall be adjusted to 90%. For Laboratory Schools, the
14941494 12 Local Capacity Percentage shall be set at 10% in
14951495 13 recognition of the absence of EAV and resources from
14961496 14 the public university that are allocated to the
14971497 15 Laboratory School. For a regional office of education
14981498 16 or an intermediate service center operating one or
14991499 17 more alternative education programs, the Local
15001500 18 Capacity Percentage must be set at 10% in recognition
15011501 19 of the absence of EAV and resources from school
15021502 20 districts that are allocated to the regional office of
15031503 21 education or intermediate service center. The weighted
15041504 22 mean for the Local Capacity Percentage shall be
15051505 23 determined by multiplying each Organizational Unit's
15061506 24 Local Capacity Ratio times the ASE for the unit
15071507 25 creating a weighted value, summing the weighted values
15081508 26 of all Organizational Units, and dividing by the total
15091509
15101510
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15151515
15161516
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15181518 HB1925 - 42 - LRB104 09564 LNS 19627 b
15191519 1 ASE of all Organizational Units. The weighted standard
15201520 2 deviation shall be determined by taking the square
15211521 3 root of the weighted variance of all Organizational
15221522 4 Units' Local Capacity Ratio, where the variance is
15231523 5 calculated by squaring the difference between each
15241524 6 unit's Local Capacity Ratio and the weighted mean,
15251525 7 then multiplying the variance for each unit times the
15261526 8 ASE for the unit to create a weighted variance for each
15271527 9 unit, then summing all units' weighted variance and
15281528 10 dividing by the total ASE of all units.
15291529 11 (D) For any Organizational Unit, the
15301530 12 Organizational Unit's Adjusted Local Capacity Target
15311531 13 shall be reduced by either (i) the school board's
15321532 14 remaining contribution pursuant to paragraph (ii) of
15331533 15 subsection (b-4) of Section 16-158 of the Illinois
15341534 16 Pension Code in a given year or (ii) the board of
15351535 17 education's remaining contribution pursuant to
15361536 18 paragraph (iv) of subsection (b) of Section 17-129 of
15371537 19 the Illinois Pension Code absent the employer normal
15381538 20 cost portion of the required contribution and amount
15391539 21 allowed pursuant to subdivision (3) of Section
15401540 22 17-142.1 of the Illinois Pension Code in a given year.
15411541 23 In the preceding sentence, item (i) shall be certified
15421542 24 to the State Board of Education by the Teachers'
15431543 25 Retirement System of the State of Illinois and item
15441544 26 (ii) shall be certified to the State Board of
15451545
15461546
15471547
15481548
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15511551
15521552
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15541554 HB1925 - 43 - LRB104 09564 LNS 19627 b
15551555 1 Education by the Public School Teachers' Pension and
15561556 2 Retirement Fund of the City of Chicago.
15571557 3 (3) If an Organizational Unit's Real Receipts are more
15581558 4 than its Local Capacity Target, then its Local Capacity
15591559 5 shall equal an Adjusted Local Capacity Target as
15601560 6 calculated in accordance with this paragraph (3). The
15611561 7 Adjusted Local Capacity Target is calculated as the sum of
15621562 8 the Organizational Unit's Local Capacity Target and its
15631563 9 Real Receipts Adjustment. The Real Receipts Adjustment
15641564 10 equals the Organizational Unit's Real Receipts less its
15651565 11 Local Capacity Target, with the resulting figure
15661566 12 multiplied by the Local Capacity Percentage.
15671567 13 As used in this paragraph (3), "Real Percent of
15681568 14 Adequacy" means the sum of an Organizational Unit's Real
15691569 15 Receipts, CPPRT, and Base Funding Minimum, with the
15701570 16 resulting figure divided by the Organizational Unit's
15711571 17 Adequacy Target.
15721572 18 (d) Calculation of Real Receipts, EAV, and Adjusted EAV
15731573 19 for purposes of the Local Capacity calculation.
15741574 20 (1) An Organizational Unit's Real Receipts are the
15751575 21 product of its Applicable Tax Rate and its Adjusted EAV.
15761576 22 An Organizational Unit's Applicable Tax Rate is its
15771577 23 Adjusted Operating Tax Rate for property within the
15781578 24 Organizational Unit.
15791579 25 (2) The State Superintendent shall calculate the
15801580 26 equalized assessed valuation, or EAV, of all taxable
15811581
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15911591 1 property of each Organizational Unit as of September 30 of
15921592 2 the previous year in accordance with paragraph (3) of this
15931593 3 subsection (d). The State Superintendent shall then
15941594 4 determine the Adjusted EAV of each Organizational Unit in
15951595 5 accordance with paragraph (4) of this subsection (d),
15961596 6 which Adjusted EAV figure shall be used for the purposes
15971597 7 of calculating Local Capacity.
15981598 8 (3) To calculate Real Receipts and EAV, the Department
15991599 9 of Revenue shall supply to the State Superintendent the
16001600 10 value as equalized or assessed by the Department of
16011601 11 Revenue of all taxable property of every Organizational
16021602 12 Unit, together with (i) the applicable tax rate used in
16031603 13 extending taxes for the funds of the Organizational Unit
16041604 14 as of September 30 of the previous year and (ii) the
16051605 15 limiting rate for all Organizational Units subject to
16061606 16 property tax extension limitations as imposed under PTELL.
16071607 17 (A) The Department of Revenue shall add to the
16081608 18 equalized assessed value of all taxable property of
16091609 19 each Organizational Unit situated entirely or
16101610 20 partially within a county that is or was subject to the
16111611 21 provisions of Section 15-176 or 15-177 of the Property
16121612 22 Tax Code (i) an amount equal to the total amount by
16131613 23 which the homestead exemption allowed under Section
16141614 24 15-176 or 15-177 of the Property Tax Code for real
16151615 25 property situated in that Organizational Unit exceeds
16161616 26 the total amount that would have been allowed in that
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16261626 HB1925 - 45 - LRB104 09564 LNS 19627 b
16271627 1 Organizational Unit if the maximum reduction under
16281628 2 Section 15-176 was (I) $4,500 in Cook County or $3,500
16291629 3 in all other counties in tax year 2003 or (II) $5,000
16301630 4 in all counties in tax year 2004 and thereafter and
16311631 5 (ii) an amount equal to the aggregate amount for the
16321632 6 taxable year of all additional exemptions under
16331633 7 Section 15-175 of the Property Tax Code for owners
16341634 8 with a household income of $30,000 or less. The county
16351635 9 clerk of any county that is or was subject to the
16361636 10 provisions of Section 15-176 or 15-177 of the Property
16371637 11 Tax Code shall annually calculate and certify to the
16381638 12 Department of Revenue for each Organizational Unit all
16391639 13 homestead exemption amounts under Section 15-176 or
16401640 14 15-177 of the Property Tax Code and all amounts of
16411641 15 additional exemptions under Section 15-175 of the
16421642 16 Property Tax Code for owners with a household income
16431643 17 of $30,000 or less. It is the intent of this
16441644 18 subparagraph (A) that if the general homestead
16451645 19 exemption for a parcel of property is determined under
16461646 20 Section 15-176 or 15-177 of the Property Tax Code
16471647 21 rather than Section 15-175, then the calculation of
16481648 22 EAV shall not be affected by the difference, if any,
16491649 23 between the amount of the general homestead exemption
16501650 24 allowed for that parcel of property under Section
16511651 25 15-176 or 15-177 of the Property Tax Code and the
16521652 26 amount that would have been allowed had the general
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16591659
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16621662 HB1925 - 46 - LRB104 09564 LNS 19627 b
16631663 1 homestead exemption for that parcel of property been
16641664 2 determined under Section 15-175 of the Property Tax
16651665 3 Code. It is further the intent of this subparagraph
16661666 4 (A) that if additional exemptions are allowed under
16671667 5 Section 15-175 of the Property Tax Code for owners
16681668 6 with a household income of less than $30,000, then the
16691669 7 calculation of EAV shall not be affected by the
16701670 8 difference, if any, because of those additional
16711671 9 exemptions.
16721672 10 (B) With respect to any part of an Organizational
16731673 11 Unit within a redevelopment project area in respect to
16741674 12 which a municipality has adopted tax increment
16751675 13 allocation financing pursuant to the Tax Increment
16761676 14 Allocation Redevelopment Act, Division 74.4 of Article
16771677 15 11 of the Illinois Municipal Code, or the Industrial
16781678 16 Jobs Recovery Law, Division 74.6 of Article 11 of the
16791679 17 Illinois Municipal Code, no part of the current EAV of
16801680 18 real property located in any such project area that is
16811681 19 attributable to an increase above the total initial
16821682 20 EAV of such property shall be used as part of the EAV
16831683 21 of the Organizational Unit, until such time as all
16841684 22 redevelopment project costs have been paid, as
16851685 23 provided in Section 11-74.4-8 of the Tax Increment
16861686 24 Allocation Redevelopment Act or in Section 11-74.6-35
16871687 25 of the Industrial Jobs Recovery Law. For the purpose
16881688 26 of the EAV of the Organizational Unit, the total
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16951695
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16981698 HB1925 - 47 - LRB104 09564 LNS 19627 b
16991699 1 initial EAV or the current EAV, whichever is lower,
17001700 2 shall be used until such time as all redevelopment
17011701 3 project costs have been paid.
17021702 4 (B-5) The real property equalized assessed
17031703 5 valuation for a school district shall be adjusted by
17041704 6 subtracting from the real property value, as equalized
17051705 7 or assessed by the Department of Revenue, for the
17061706 8 district an amount computed by dividing the amount of
17071707 9 any abatement of taxes under Section 18-170 of the
17081708 10 Property Tax Code by 3.00% for a district maintaining
17091709 11 grades kindergarten through 12, by 2.30% for a
17101710 12 district maintaining grades kindergarten through 8, or
17111711 13 by 1.05% for a district maintaining grades 9 through
17121712 14 12 and adjusted by an amount computed by dividing the
17131713 15 amount of any abatement of taxes under subsection (a)
17141714 16 of Section 18-165 of the Property Tax Code by the same
17151715 17 percentage rates for district type as specified in
17161716 18 this subparagraph (B-5).
17171717 19 (C) For Organizational Units that are Hybrid
17181718 20 Districts, the State Superintendent shall use the
17191719 21 lesser of the adjusted equalized assessed valuation
17201720 22 for property within the partial elementary unit
17211721 23 district for elementary purposes, as defined in
17221722 24 Article 11E of this Code, or the adjusted equalized
17231723 25 assessed valuation for property within the partial
17241724 26 elementary unit district for high school purposes, as
17251725
17261726
17271727
17281728
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17311731
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17351735 1 defined in Article 11E of this Code.
17361736 2 (D) If a school district's boundaries span
17371737 3 multiple counties, then the Department of Revenue
17381738 4 shall send to the State Board, for the purposes of
17391739 5 calculating Evidence-Based Funding, the limiting rate
17401740 6 and individual rates by purpose for the county that
17411741 7 contains the majority of the school district's
17421742 8 equalized assessed valuation.
17431743 9 (4) An Organizational Unit's Adjusted EAV shall be the
17441744 10 average of its EAV over the immediately preceding 3 years
17451745 11 or the lesser of its EAV in the immediately preceding year
17461746 12 or the average of its EAV over the immediately preceding 3
17471747 13 years if the EAV in the immediately preceding year has
17481748 14 declined by 10% or more when comparing the 2 most recent
17491749 15 years. In the event of Organizational Unit reorganization,
17501750 16 consolidation, or annexation, the Organizational Unit's
17511751 17 Adjusted EAV for the first 3 years after such change shall
17521752 18 be as follows: the most current EAV shall be used in the
17531753 19 first year, the average of a 2-year EAV or its EAV in the
17541754 20 immediately preceding year if the EAV declines by 10% or
17551755 21 more when comparing the 2 most recent years for the second
17561756 22 year, and the lesser of a 3-year average EAV or its EAV in
17571757 23 the immediately preceding year if the Adjusted EAV
17581758 24 declines by 10% or more when comparing the 2 most recent
17591759 25 years for the third year. For any school district whose
17601760 26 EAV in the immediately preceding year is used in
17611761
17621762
17631763
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17671767
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17711771 1 calculations, in the following year, the Adjusted EAV
17721772 2 shall be the average of its EAV over the immediately
17731773 3 preceding 2 years or the immediately preceding year if
17741774 4 that year represents a decline of 10% or more when
17751775 5 comparing the 2 most recent years.
17761776 6 "PTELL EAV" means a figure calculated by the State
17771777 7 Board for Organizational Units subject to PTELL as
17781778 8 described in this paragraph (4) for the purposes of
17791779 9 calculating an Organizational Unit's Local Capacity Ratio.
17801780 10 Except as otherwise provided in this paragraph (4), the
17811781 11 PTELL EAV of an Organizational Unit shall be equal to the
17821782 12 product of the equalized assessed valuation last used in
17831783 13 the calculation of general State aid under Section 18-8.05
17841784 14 of this Code (now repealed) or Evidence-Based Funding
17851785 15 under this Section and the Organizational Unit's Extension
17861786 16 Limitation Ratio. If an Organizational Unit has approved
17871787 17 or does approve an increase in its limiting rate, pursuant
17881788 18 to Section 18-190 of the Property Tax Code, affecting the
17891789 19 Base Tax Year, the PTELL EAV shall be equal to the product
17901790 20 of the equalized assessed valuation last used in the
17911791 21 calculation of general State aid under Section 18-8.05 of
17921792 22 this Code (now repealed) or Evidence-Based Funding under
17931793 23 this Section multiplied by an amount equal to one plus the
17941794 24 percentage increase, if any, in the Consumer Price Index
17951795 25 for All Urban Consumers for all items published by the
17961796 26 United States Department of Labor for the 12-month
17971797
17981798
17991799
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18031803
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18071807 1 calendar year preceding the Base Tax Year, plus the
18081808 2 equalized assessed valuation of new property, annexed
18091809 3 property, and recovered tax increment value and minus the
18101810 4 equalized assessed valuation of disconnected property.
18111811 5 As used in this paragraph (4), "new property" and
18121812 6 "recovered tax increment value" shall have the meanings
18131813 7 set forth in the Property Tax Extension Limitation Law.
18141814 8 (e) Base Funding Minimum calculation.
18151815 9 (1) For the 2017-2018 school year, the Base Funding
18161816 10 Minimum of an Organizational Unit or a Specially Funded
18171817 11 Unit shall be the amount of State funds distributed to the
18181818 12 Organizational Unit or Specially Funded Unit during the
18191819 13 2016-2017 school year prior to any adjustments and
18201820 14 specified appropriation amounts described in this
18211821 15 paragraph (1) from the following Sections, as calculated
18221822 16 by the State Superintendent: Section 18-8.05 of this Code
18231823 17 (now repealed); Section 5 of Article 224 of Public Act
18241824 18 99-524 (equity grants); Section 14-7.02b of this Code
18251825 19 (funding for children requiring special education
18261826 20 services); Section 14-13.01 of this Code (special
18271827 21 education facilities and staffing), except for
18281828 22 reimbursement of the cost of transportation pursuant to
18291829 23 Section 14-13.01; Section 14C-12 of this Code (English
18301830 24 learners); and Section 18-4.3 of this Code (summer
18311831 25 school), based on an appropriation level of $13,121,600.
18321832 26 For a school district organized under Article 34 of this
18331833
18341834
18351835
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18431843 1 Code, the Base Funding Minimum also includes (i) the funds
18441844 2 allocated to the school district pursuant to Section 1D-1
18451845 3 of this Code attributable to funding programs authorized
18461846 4 by the Sections of this Code listed in the preceding
18471847 5 sentence and (ii) the difference between (I) the funds
18481848 6 allocated to the school district pursuant to Section 1D-1
18491849 7 of this Code attributable to the funding programs
18501850 8 authorized by Section 14-7.02 (non-public special
18511851 9 education reimbursement), subsection (b) of Section
18521852 10 14-13.01 (special education transportation), Section 29-5
18531853 11 (transportation), Section 2-3.80 (agricultural
18541854 12 education), Section 2-3.66 (truants' alternative
18551855 13 education), Section 2-3.62 (educational service centers),
18561856 14 and Section 14-7.03 (special education - orphanage) of
18571857 15 this Code and Section 15 of the Childhood Hunger Relief
18581858 16 Act (free breakfast program) and (II) the school
18591859 17 district's actual expenditures for its non-public special
18601860 18 education, special education transportation,
18611861 19 transportation programs, agricultural education, truants'
18621862 20 alternative education, services that would otherwise be
18631863 21 performed by a regional office of education, special
18641864 22 education orphanage expenditures, and free breakfast, as
18651865 23 most recently calculated and reported pursuant to
18661866 24 subsection (f) of Section 1D-1 of this Code. The Base
18671867 25 Funding Minimum for Glenwood Academy shall be $952,014.
18681868 26 For programs operated by a regional office of education or
18691869
18701870
18711871
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18791879 1 an intermediate service center, the Base Funding Minimum
18801880 2 must be the total amount of State funds allocated to those
18811881 3 programs in the 2018-2019 school year and amounts provided
18821882 4 pursuant to Article 34 of Public Act 100-586 and Section
18831883 5 3-16 of this Code. All programs established after June 5,
18841884 6 2019 (the effective date of Public Act 101-10) and
18851885 7 administered by a regional office of education or an
18861886 8 intermediate service center must have an initial Base
18871887 9 Funding Minimum set to an amount equal to the first-year
18881888 10 ASE multiplied by the amount of per pupil funding received
18891889 11 in the previous school year by the lowest funded similar
18901890 12 existing program type. If the enrollment for a program
18911891 13 operated by a regional office of education or an
18921892 14 intermediate service center is zero, then it may not
18931893 15 receive Base Funding Minimum funds for that program in the
18941894 16 next fiscal year, and those funds must be distributed to
18951895 17 Organizational Units under subsection (g).
18961896 18 (2) For the 2018-2019 and subsequent school years, the
18971897 19 Base Funding Minimum of Organizational Units and Specially
18981898 20 Funded Units shall be the sum of (i) the amount of
18991899 21 Evidence-Based Funding for the prior school year, (ii) the
19001900 22 Base Funding Minimum for the prior school year, and (iii)
19011901 23 any amount received by a school district pursuant to
19021902 24 Section 7 of Article 97 of Public Act 100-21.
19031903 25 For the 2022-2023 school year, the Base Funding
19041904 26 Minimum of Organizational Units shall be the amounts
19051905
19061906
19071907
19081908
19091909
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19111911
19121912
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19141914 HB1925 - 53 - LRB104 09564 LNS 19627 b
19151915 1 recalculated by the State Board of Education for Fiscal
19161916 2 Year 2019 through Fiscal Year 2022 that were necessary due
19171917 3 to average student enrollment errors for districts
19181918 4 organized under Article 34 of this Code, plus the Fiscal
19191919 5 Year 2022 property tax relief grants provided under
19201920 6 Section 2-3.170 of this Code, ensuring each Organizational
19211921 7 Unit has the correct amount of resources for Fiscal Year
19221922 8 2023 Evidence-Based Funding calculations and that Fiscal
19231923 9 Year 2023 Evidence-Based Funding Distributions are made in
19241924 10 accordance with this Section.
19251925 11 (3) Subject to approval by the General Assembly as
19261926 12 provided in this paragraph (3), an Organizational Unit
19271927 13 that meets all of the following criteria, as determined by
19281928 14 the State Board, shall have District Intervention Money
19291929 15 added to its Base Funding Minimum at the time the Base
19301930 16 Funding Minimum is calculated by the State Board:
19311931 17 (A) The Organizational Unit is operating under an
19321932 18 Independent Authority under Section 2-3.25f-5 of this
19331933 19 Code for a minimum of 4 school years or is subject to
19341934 20 the control of the State Board pursuant to a court
19351935 21 order for a minimum of 4 school years.
19361936 22 (B) The Organizational Unit was designated as a
19371937 23 Tier 1 or Tier 2 Organizational Unit in the previous
19381938 24 school year under paragraph (3) of subsection (g) of
19391939 25 this Section.
19401940 26 (C) The Organizational Unit demonstrates
19411941
19421942
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19471947
19481948
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19511951 1 sustainability through a 5-year financial and
19521952 2 strategic plan.
19531953 3 (D) The Organizational Unit has made sufficient
19541954 4 progress and achieved sufficient stability in the
19551955 5 areas of governance, academic growth, and finances.
19561956 6 As part of its determination under this paragraph (3),
19571957 7 the State Board may consider the Organizational Unit's
19581958 8 summative designation, any accreditations of the
19591959 9 Organizational Unit, or the Organizational Unit's
19601960 10 financial profile, as calculated by the State Board.
19611961 11 If the State Board determines that an Organizational
19621962 12 Unit has met the criteria set forth in this paragraph (3),
19631963 13 it must submit a report to the General Assembly, no later
19641964 14 than January 2 of the fiscal year in which the State Board
19651965 15 makes it determination, on the amount of District
19661966 16 Intervention Money to add to the Organizational Unit's
19671967 17 Base Funding Minimum. The General Assembly must review the
19681968 18 State Board's report and may approve or disapprove, by
19691969 19 joint resolution, the addition of District Intervention
19701970 20 Money. If the General Assembly fails to act on the report
19711971 21 within 40 calendar days from the receipt of the report,
19721972 22 the addition of District Intervention Money is deemed
19731973 23 approved. If the General Assembly approves the amount of
19741974 24 District Intervention Money to be added to the
19751975 25 Organizational Unit's Base Funding Minimum, the District
19761976 26 Intervention Money must be added to the Base Funding
19771977
19781978
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19801980
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19861986 HB1925 - 55 - LRB104 09564 LNS 19627 b
19871987 1 Minimum annually thereafter.
19881988 2 For the first 4 years following the initial year that
19891989 3 the State Board determines that an Organizational Unit has
19901990 4 met the criteria set forth in this paragraph (3) and has
19911991 5 received funding under this Section, the Organizational
19921992 6 Unit must annually submit to the State Board, on or before
19931993 7 November 30, a progress report regarding its financial and
19941994 8 strategic plan under subparagraph (C) of this paragraph
19951995 9 (3). The plan shall include the financial data from the
19961996 10 past 4 annual financial reports or financial audits that
19971997 11 must be presented to the State Board by November 15 of each
19981998 12 year and the approved budget financial data for the
19991999 13 current year. The plan shall be developed according to the
20002000 14 guidelines presented to the Organizational Unit by the
20012001 15 State Board. The plan shall further include financial
20022002 16 projections for the next 3 fiscal years and include a
20032003 17 discussion and financial summary of the Organizational
20042004 18 Unit's facility needs. If the Organizational Unit does not
20052005 19 demonstrate sufficient progress toward its 5-year plan or
20062006 20 if it has failed to file an annual financial report, an
20072007 21 annual budget, a financial plan, a deficit reduction plan,
20082008 22 or other financial information as required by law, the
20092009 23 State Board may establish a Financial Oversight Panel
20102010 24 under Article 1H of this Code. However, if the
20112011 25 Organizational Unit already has a Financial Oversight
20122012 26 Panel, the State Board may extend the duration of the
20132013
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20232023 1 Panel.
20242024 2 (f) Percent of Adequacy and Final Resources calculation.
20252025 3 (1) The Evidence-Based Funding formula establishes a
20262026 4 Percent of Adequacy for each Organizational Unit in order
20272027 5 to place such units into tiers for the purposes of the
20282028 6 funding distribution system described in subsection (g) of
20292029 7 this Section. Initially, an Organizational Unit's
20302030 8 Preliminary Resources and Preliminary Percent of Adequacy
20312031 9 are calculated pursuant to paragraph (2) of this
20322032 10 subsection (f). Then, an Organizational Unit's Final
20332033 11 Resources and Final Percent of Adequacy are calculated to
20342034 12 account for the Organizational Unit's poverty
20352035 13 concentration levels pursuant to paragraphs (3) and (4) of
20362036 14 this subsection (f).
20372037 15 (2) An Organizational Unit's Preliminary Resources are
20382038 16 equal to the sum of its Local Capacity Target, CPPRT, and
20392039 17 Base Funding Minimum. An Organizational Unit's Preliminary
20402040 18 Percent of Adequacy is the lesser of (i) its Preliminary
20412041 19 Resources divided by its Adequacy Target or (ii) 100%.
20422042 20 (3) Except for Specially Funded Units, an
20432043 21 Organizational Unit's Final Resources are equal to the sum
20442044 22 of its Local Capacity, CPPRT, and Adjusted Base Funding
20452045 23 Minimum. The Base Funding Minimum of each Specially Funded
20462046 24 Unit shall serve as its Final Resources, except that the
20472047 25 Base Funding Minimum for State-approved charter schools
20482048 26 shall not include any portion of general State aid
20492049
20502050
20512051
20522052
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20552055
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20592059 1 allocated in the prior year based on the per capita
20602060 2 tuition charge times the charter school enrollment.
20612061 3 (4) An Organizational Unit's Final Percent of Adequacy
20622062 4 is its Final Resources divided by its Adequacy Target. An
20632063 5 Organizational Unit's Adjusted Base Funding Minimum is
20642064 6 equal to its Base Funding Minimum less its Supplemental
20652065 7 Grant Funding, with the resulting figure added to the
20662066 8 product of its Supplemental Grant Funding and Preliminary
20672067 9 Percent of Adequacy.
20682068 10 (g) Evidence-Based Funding formula distribution system.
20692069 11 (1) In each school year under the Evidence-Based
20702070 12 Funding formula, each Organizational Unit receives funding
20712071 13 equal to the sum of its Base Funding Minimum and the unit's
20722072 14 allocation of New State Funds determined pursuant to this
20732073 15 subsection (g). To allocate New State Funds, the
20742074 16 Evidence-Based Funding formula distribution system first
20752075 17 places all Organizational Units into one of 4 tiers in
20762076 18 accordance with paragraph (3) of this subsection (g),
20772077 19 based on the Organizational Unit's Final Percent of
20782078 20 Adequacy. New State Funds are allocated to each of the 4
20792079 21 tiers as follows: Tier 1 Aggregate Funding equals 50% of
20802080 22 all New State Funds, Tier 2 Aggregate Funding equals 49%
20812081 23 of all New State Funds, Tier 3 Aggregate Funding equals
20822082 24 0.9% of all New State Funds, and Tier 4 Aggregate Funding
20832083 25 equals 0.1% of all New State Funds. Each Organizational
20842084 26 Unit within Tier 1 or Tier 2 receives an allocation of New
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20952095 1 State Funds equal to its tier Funding Gap, as defined in
20962096 2 the following sentence, multiplied by the tier's
20972097 3 Allocation Rate determined pursuant to paragraph (4) of
20982098 4 this subsection (g). For Tier 1, an Organizational Unit's
20992099 5 Funding Gap equals the tier's Target Ratio, as specified
21002100 6 in paragraph (5) of this subsection (g), multiplied by the
21012101 7 Organizational Unit's Adequacy Target, with the resulting
21022102 8 amount reduced by the Organizational Unit's Final
21032103 9 Resources. For Tier 2, an Organizational Unit's Funding
21042104 10 Gap equals the tier's Target Ratio, as described in
21052105 11 paragraph (5) of this subsection (g), multiplied by the
21062106 12 Organizational Unit's Adequacy Target, with the resulting
21072107 13 amount reduced by the Organizational Unit's Final
21082108 14 Resources and its Tier 1 funding allocation. To determine
21092109 15 the Organizational Unit's Funding Gap, the resulting
21102110 16 amount is then multiplied by a factor equal to one minus
21112111 17 the Organizational Unit's Local Capacity Target
21122112 18 percentage. Each Organizational Unit within Tier 3 or Tier
21132113 19 4 receives an allocation of New State Funds equal to the
21142114 20 product of its Adequacy Target and the tier's Allocation
21152115 21 Rate, as specified in paragraph (4) of this subsection
21162116 22 (g).
21172117 23 (2) To ensure equitable distribution of dollars for
21182118 24 all Tier 2 Organizational Units, no Tier 2 Organizational
21192119 25 Unit shall receive fewer dollars per ASE than any Tier 3
21202120 26 Organizational Unit. Each Tier 2 and Tier 3 Organizational
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21312131 1 Unit shall have its funding allocation divided by its ASE.
21322132 2 Any Tier 2 Organizational Unit with a funding allocation
21332133 3 per ASE below the greatest Tier 3 allocation per ASE shall
21342134 4 get a funding allocation equal to the greatest Tier 3
21352135 5 funding allocation per ASE multiplied by the
21362136 6 Organizational Unit's ASE. Each Tier 2 Organizational
21372137 7 Unit's Tier 2 funding allocation shall be multiplied by
21382138 8 the percentage calculated by dividing the original Tier 2
21392139 9 Aggregate Funding by the sum of all Tier 2 Organizational
21402140 10 Units' Tier 2 funding allocation after adjusting
21412141 11 districts' funding below Tier 3 levels.
21422142 12 (3) Organizational Units are placed into one of 4
21432143 13 tiers as follows:
21442144 14 (A) Tier 1 consists of all Organizational Units,
21452145 15 except for Specially Funded Units, with a Percent of
21462146 16 Adequacy less than the Tier 1 Target Ratio. The Tier 1
21472147 17 Target Ratio is the ratio level that allows for Tier 1
21482148 18 Aggregate Funding to be distributed, with the Tier 1
21492149 19 Allocation Rate determined pursuant to paragraph (4)
21502150 20 of this subsection (g).
21512151 21 (B) Tier 2 consists of all Tier 1 Units and all
21522152 22 other Organizational Units, except for Specially
21532153 23 Funded Units, with a Percent of Adequacy of less than
21542154 24 0.90.
21552155 25 (C) Tier 3 consists of all Organizational Units,
21562156 26 except for Specially Funded Units, with a Percent of
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21672167 1 Adequacy of at least 0.90 and less than 1.0.
21682168 2 (D) Tier 4 consists of all Organizational Units
21692169 3 with a Percent of Adequacy of at least 1.0.
21702170 4 (4) The Allocation Rates for Tiers 1 through 4 are
21712171 5 determined as follows:
21722172 6 (A) The Tier 1 Allocation Rate is 30%.
21732173 7 (B) The Tier 2 Allocation Rate is the result of the
21742174 8 following equation: Tier 2 Aggregate Funding, divided
21752175 9 by the sum of the Funding Gaps for all Tier 2
21762176 10 Organizational Units, unless the result of such
21772177 11 equation is higher than 1.0. If the result of such
21782178 12 equation is higher than 1.0, then the Tier 2
21792179 13 Allocation Rate is 1.0.
21802180 14 (C) The Tier 3 Allocation Rate is the result of the
21812181 15 following equation: Tier 3 Aggregate Funding, divided
21822182 16 by the sum of the Adequacy Targets of all Tier 3
21832183 17 Organizational Units.
21842184 18 (D) The Tier 4 Allocation Rate is the result of the
21852185 19 following equation: Tier 4 Aggregate Funding, divided
21862186 20 by the sum of the Adequacy Targets of all Tier 4
21872187 21 Organizational Units.
21882188 22 (5) A tier's Target Ratio is determined as follows:
21892189 23 (A) The Tier 1 Target Ratio is the ratio level that
21902190 24 allows for Tier 1 Aggregate Funding to be distributed
21912191 25 with the Tier 1 Allocation Rate.
21922192 26 (B) The Tier 2 Target Ratio is 0.90.
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22032203 1 (C) The Tier 3 Target Ratio is 1.0.
22042204 2 (6) If, at any point, the Tier 1 Target Ratio is
22052205 3 greater than 90%, then all Tier 1 funding shall be
22062206 4 allocated to Tier 2 and no Tier 1 Organizational Unit's
22072207 5 funding may be identified.
22082208 6 (7) In the event that all Tier 2 Organizational Units
22092209 7 receive funding at the Tier 2 Target Ratio level, any
22102210 8 remaining New State Funds shall be allocated to Tier 3 and
22112211 9 Tier 4 Organizational Units.
22122212 10 (8) If any Specially Funded Units, excluding Glenwood
22132213 11 Academy, recognized by the State Board do not qualify for
22142214 12 direct funding following the implementation of Public Act
22152215 13 100-465 from any of the funding sources included within
22162216 14 the definition of Base Funding Minimum, the unqualified
22172217 15 portion of the Base Funding Minimum shall be transferred
22182218 16 to one or more appropriate Organizational Units as
22192219 17 determined by the State Superintendent based on the prior
22202220 18 year ASE of the Organizational Units.
22212221 19 (8.5) If a school district withdraws from a special
22222222 20 education cooperative, the portion of the Base Funding
22232223 21 Minimum that is attributable to the school district may be
22242224 22 redistributed to the school district upon withdrawal. The
22252225 23 school district and the cooperative must include the
22262226 24 amount of the Base Funding Minimum that is to be
22272227 25 reapportioned in their withdrawal agreement and notify the
22282228 26 State Board of the change with a copy of the agreement upon
22292229
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22392239 1 withdrawal.
22402240 2 (9) The Minimum Funding Level is intended to establish
22412241 3 a target for State funding that will keep pace with
22422242 4 inflation and continue to advance equity through the
22432243 5 Evidence-Based Funding formula. The target for State
22442244 6 funding of New Property Tax Relief Pool Funds is
22452245 7 $50,000,000 for State fiscal year 2019 and subsequent
22462246 8 State fiscal years. The Minimum Funding Level is equal to
22472247 9 $350,000,000. In addition to any New State Funds, no more
22482248 10 than $50,000,000 New Property Tax Relief Pool Funds may be
22492249 11 counted toward the Minimum Funding Level. If the sum of
22502250 12 New State Funds and applicable New Property Tax Relief
22512251 13 Pool Funds are less than the Minimum Funding Level, than
22522252 14 funding for tiers shall be reduced in the following
22532253 15 manner:
22542254 16 (A) First, Tier 4 funding shall be reduced by an
22552255 17 amount equal to the difference between the Minimum
22562256 18 Funding Level and New State Funds until such time as
22572257 19 Tier 4 funding is exhausted.
22582258 20 (B) Next, Tier 3 funding shall be reduced by an
22592259 21 amount equal to the difference between the Minimum
22602260 22 Funding Level and New State Funds and the reduction in
22612261 23 Tier 4 funding until such time as Tier 3 funding is
22622262 24 exhausted.
22632263 25 (C) Next, Tier 2 funding shall be reduced by an
22642264 26 amount equal to the difference between the Minimum
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22752275 1 Funding Level and New State Funds and the reduction in
22762276 2 Tier 4 and Tier 3.
22772277 3 (D) Finally, Tier 1 funding shall be reduced by an
22782278 4 amount equal to the difference between the Minimum
22792279 5 Funding level and New State Funds and the reduction in
22802280 6 Tier 2, 3, and 4 funding. In addition, the Allocation
22812281 7 Rate for Tier 1 shall be reduced to a percentage equal
22822282 8 to the Tier 1 Allocation Rate set by paragraph (4) of
22832283 9 this subsection (g), multiplied by the result of New
22842284 10 State Funds divided by the Minimum Funding Level.
22852285 11 (9.5) For State fiscal year 2019 and subsequent State
22862286 12 fiscal years, if New State Funds exceed $300,000,000, then
22872287 13 any amount in excess of $300,000,000 shall be dedicated
22882288 14 for purposes of Section 2-3.170 of this Code up to a
22892289 15 maximum of $50,000,000.
22902290 16 (10) In the event of a decrease in the amount of the
22912291 17 appropriation for this Section in any fiscal year after
22922292 18 implementation of this Section, the Organizational Units
22932293 19 receiving Tier 1 and Tier 2 funding, as determined under
22942294 20 paragraph (3) of this subsection (g), shall be held
22952295 21 harmless by establishing a Base Funding Guarantee equal to
22962296 22 the per pupil kindergarten through grade 12 funding
22972297 23 received in accordance with this Section in the prior
22982298 24 fiscal year. Reductions shall be made to the Base Funding
22992299 25 Minimum of Organizational Units in Tier 3 and Tier 4 on a
23002300 26 per pupil basis equivalent to the total number of the ASE
23012301
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23102310 HB1925 - 64 - LRB104 09564 LNS 19627 b
23112311 1 in Tier 3-funded and Tier 4-funded Organizational Units
23122312 2 divided by the total reduction in State funding. The Base
23132313 3 Funding Minimum as reduced shall continue to be applied to
23142314 4 Tier 3 and Tier 4 Organizational Units and adjusted by the
23152315 5 relative formula when increases in appropriations for this
23162316 6 Section resume. In no event may State funding reductions
23172317 7 to Organizational Units in Tier 3 or Tier 4 exceed an
23182318 8 amount that would be less than the Base Funding Minimum
23192319 9 established in the first year of implementation of this
23202320 10 Section. If additional reductions are required, all school
23212321 11 districts shall receive a reduction by a per pupil amount
23222322 12 equal to the aggregate additional appropriation reduction
23232323 13 divided by the total ASE of all Organizational Units.
23242324 14 (11) The State Superintendent shall make minor
23252325 15 adjustments to the distribution formula set forth in this
23262326 16 subsection (g) to account for the rounding of percentages
23272327 17 to the nearest tenth of a percentage and dollar amounts to
23282328 18 the nearest whole dollar.
23292329 19 (h) State Superintendent administration of funding and
23302330 20 district submission requirements.
23312331 21 (1) The State Superintendent shall, in accordance with
23322332 22 appropriations made by the General Assembly or the
23332333 23 Education Prioritization Act, meet the funding obligations
23342334 24 created under this Section.
23352335 25 (2) The State Superintendent shall calculate the
23362336 26 Adequacy Target for each Organizational Unit under this
23372337
23382338
23392339
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23472347 1 Section. No Evidence-Based Funding shall be distributed
23482348 2 within an Organizational Unit without the approval of the
23492349 3 unit's school board.
23502350 4 (3) Annually, the State Superintendent shall calculate
23512351 5 and report to each Organizational Unit the unit's
23522352 6 aggregate financial adequacy amount, which shall be the
23532353 7 sum of the Adequacy Target for each Organizational Unit.
23542354 8 The State Superintendent shall calculate and report
23552355 9 separately for each Organizational Unit the unit's total
23562356 10 State funds allocated for its students with disabilities.
23572357 11 The State Superintendent shall calculate and report
23582358 12 separately for each Organizational Unit the amount of
23592359 13 funding and applicable FTE calculated for each Essential
23602360 14 Element of the unit's Adequacy Target.
23612361 15 (4) Annually, the State Superintendent shall calculate
23622362 16 and report to each Organizational Unit the amount the unit
23632363 17 must expend on special education and bilingual education
23642364 18 and computer technology and equipment for Organizational
23652365 19 Units assigned to Tier 1 or Tier 2 that received an
23662366 20 additional $285.50 per student computer technology and
23672367 21 equipment investment grant to their Adequacy Target
23682368 22 pursuant to the unit's Base Funding Minimum, Special
23692369 23 Education Allocation, Bilingual Education Allocation, and
23702370 24 computer technology and equipment investment allocation.
23712371 25 (5) Moneys distributed under this Section shall be
23722372 26 calculated on a school year basis, but paid on a fiscal
23732373
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23832383 1 year basis, with payments beginning in August and
23842384 2 extending through June. Unless otherwise provided, the
23852385 3 moneys appropriated for each fiscal year shall be
23862386 4 distributed in 22 equal payments at least 2 times monthly
23872387 5 to each Organizational Unit. If moneys appropriated for
23882388 6 any fiscal year are distributed other than monthly, the
23892389 7 distribution shall be on the same basis for each
23902390 8 Organizational Unit.
23912391 9 (6) Any school district that fails, for any given
23922392 10 school year, to maintain school as required by law or to
23932393 11 maintain a recognized school is not eligible to receive
23942394 12 Evidence-Based Funding. In case of non-recognition of one
23952395 13 or more attendance centers in a school district otherwise
23962396 14 operating recognized schools, the claim of the district
23972397 15 shall be reduced in the proportion that the enrollment in
23982398 16 the attendance center or centers bears to the enrollment
23992399 17 of the school district. "Recognized school" means any
24002400 18 public school that meets the standards for recognition by
24012401 19 the State Board. A school district or attendance center
24022402 20 not having recognition status at the end of a school term
24032403 21 is entitled to receive State aid payments due upon a legal
24042404 22 claim that was filed while it was recognized.
24052405 23 (7) School district claims filed under this Section
24062406 24 are subject to Sections 18-9 and 18-12 of this Code,
24072407 25 except as otherwise provided in this Section.
24082408 26 (8) Each fiscal year, the State Superintendent shall
24092409
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24192419 1 calculate for each Organizational Unit an amount of its
24202420 2 Base Funding Minimum and Evidence-Based Funding that shall
24212421 3 be deemed attributable to the provision of special
24222422 4 educational facilities and services, as defined in Section
24232423 5 14-1.08 of this Code, in a manner that ensures compliance
24242424 6 with maintenance of State financial support requirements
24252425 7 under the federal Individuals with Disabilities Education
24262426 8 Act. An Organizational Unit must use such funds only for
24272427 9 the provision of special educational facilities and
24282428 10 services, as defined in Section 14-1.08 of this Code, and
24292429 11 must comply with any expenditure verification procedures
24302430 12 adopted by the State Board.
24312431 13 (9) All Organizational Units in this State must submit
24322432 14 annual spending plans, as part of the budget submission
24332433 15 process, no later than October 31 of each year to the State
24342434 16 Board. The spending plan shall describe how each
24352435 17 Organizational Unit will utilize the Base Funding Minimum
24362436 18 and Evidence-Based Funding it receives from this State
24372437 19 under this Section with specific identification of the
24382438 20 intended utilization of Low-Income, English learner, and
24392439 21 special education resources. Additionally, the annual
24402440 22 spending plans of each Organizational Unit shall describe
24412441 23 how the Organizational Unit expects to achieve student
24422442 24 growth and how the Organizational Unit will achieve State
24432443 25 education goals, as defined by the State Board, and shall
24442444 26 indicate which stakeholder groups the Organizational Unit
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24552455 1 engaged with to inform its annual spending plans. The
24562456 2 State Superintendent may, from time to time, identify
24572457 3 additional requisites for Organizational Units to satisfy
24582458 4 when compiling the annual spending plans required under
24592459 5 this subsection (h). The format and scope of annual
24602460 6 spending plans shall be developed by the State
24612461 7 Superintendent and the State Board of Education. School
24622462 8 districts that serve students under Article 14C of this
24632463 9 Code shall continue to submit information as required
24642464 10 under Section 14C-12 of this Code. Annual spending plans
24652465 11 required under this subsection (h) shall be integrated
24662466 12 into annual school district budgets completed pursuant to
24672467 13 Section 17-1 or Section 34-43. Organizational Units that
24682468 14 do not submit a budget to the State Board shall be provided
24692469 15 with a separate planning template developed by the State
24702470 16 Board. The State Board shall create an Evidence-Based
24712471 17 Funding spending plan tool to make Evidence-Based Funding
24722472 18 spending plan data for each Organizational Unit available
24732473 19 on the State Board's website no later than December 31,
24742474 20 2025, with annual updates thereafter. The tool shall allow
24752475 21 for the selection and review of each Organizational Unit's
24762476 22 planned use of Evidence-Based Funding.
24772477 23 (10) No later than January 1, 2018, the State
24782478 24 Superintendent shall develop a 5-year strategic plan for
24792479 25 all Organizational Units to help in planning for adequacy
24802480 26 funding under this Section. The State Superintendent shall
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24822482
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24912491 1 submit the plan to the Governor and the General Assembly,
24922492 2 as provided in Section 3.1 of the General Assembly
24932493 3 Organization Act. The plan shall include recommendations
24942494 4 for:
24952495 5 (A) a framework for collaborative, professional,
24962496 6 innovative, and 21st century learning environments
24972497 7 using the Evidence-Based Funding model;
24982498 8 (B) ways to prepare and support this State's
24992499 9 educators for successful instructional careers;
25002500 10 (C) application and enhancement of the current
25012501 11 financial accountability measures, the approved State
25022502 12 plan to comply with the federal Every Student Succeeds
25032503 13 Act, and the Illinois Balanced Accountability Measures
25042504 14 in relation to student growth and elements of the
25052505 15 Evidence-Based Funding model; and
25062506 16 (D) implementation of an effective school adequacy
25072507 17 funding system based on projected and recommended
25082508 18 funding levels from the General Assembly.
25092509 19 (11) On an annual basis, the State Superintendent must
25102510 20 recalibrate all of the following per pupil elements of the
25112511 21 Adequacy Target and applied to the formulas, based on the
25122512 22 study of average expenses and as reported in the most
25132513 23 recent annual financial report:
25142514 24 (A) Gifted under subparagraph (M) of paragraph (2)
25152515 25 of subsection (b).
25162516 26 (B) Instructional materials under subparagraph (O)
25172517
25182518
25192519
25202520
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25262526 HB1925 - 70 - LRB104 09564 LNS 19627 b
25272527 1 of paragraph (2) of subsection (b).
25282528 2 (C) Assessment under subparagraph (P) of paragraph
25292529 3 (2) of subsection (b).
25302530 4 (D) Student activities under subparagraph (R) of
25312531 5 paragraph (2) of subsection (b).
25322532 6 (E) Maintenance and operations under subparagraph
25332533 7 (S) of paragraph (2) of subsection (b).
25342534 8 (F) Central office under subparagraph (T) of
25352535 9 paragraph (2) of subsection (b).
25362536 10 (i) Professional Review Panel.
25372537 11 (1) A Professional Review Panel is created to study
25382538 12 and review topics related to the implementation and effect
25392539 13 of Evidence-Based Funding, as assigned by a joint
25402540 14 resolution or Public Act of the General Assembly or a
25412541 15 motion passed by the State Board of Education. The Panel
25422542 16 must provide recommendations to and serve the Governor,
25432543 17 the General Assembly, and the State Board. The State
25442544 18 Superintendent or his or her designee must serve as a
25452545 19 voting member and chairperson of the Panel. The State
25462546 20 Superintendent must appoint a vice chairperson from the
25472547 21 membership of the Panel. The Panel must advance
25482548 22 recommendations based on a three-fifths majority vote of
25492549 23 Panel members present and voting. A minority opinion may
25502550 24 also accompany any recommendation of the Panel. The Panel
25512551 25 shall be appointed by the State Superintendent, except as
25522552 26 otherwise provided in paragraph (2) of this subsection (i)
25532553
25542554
25552555
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25632563 1 and include the following members:
25642564 2 (A) Two appointees that represent district
25652565 3 superintendents, recommended by a statewide
25662566 4 organization that represents district superintendents.
25672567 5 (B) Two appointees that represent school boards,
25682568 6 recommended by a statewide organization that
25692569 7 represents school boards.
25702570 8 (C) Two appointees from districts that represent
25712571 9 school business officials, recommended by a statewide
25722572 10 organization that represents school business
25732573 11 officials.
25742574 12 (D) Two appointees that represent school
25752575 13 principals, recommended by a statewide organization
25762576 14 that represents school principals.
25772577 15 (E) Two appointees that represent teachers,
25782578 16 recommended by a statewide organization that
25792579 17 represents teachers.
25802580 18 (F) Two appointees that represent teachers,
25812581 19 recommended by another statewide organization that
25822582 20 represents teachers.
25832583 21 (G) Two appointees that represent regional
25842584 22 superintendents of schools, recommended by
25852585 23 organizations that represent regional superintendents.
25862586 24 (H) Two independent experts selected solely by the
25872587 25 State Superintendent.
25882588 26 (I) Two independent experts recommended by public
25892589
25902590
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25952595
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25992599 1 universities in this State.
26002600 2 (J) One member recommended by a statewide
26012601 3 organization that represents parents.
26022602 4 (K) Two representatives recommended by collective
26032603 5 impact organizations that represent major metropolitan
26042604 6 areas or geographic areas in Illinois.
26052605 7 (L) One member from a statewide organization
26062606 8 focused on research-based education policy to support
26072607 9 a school system that prepares all students for
26082608 10 college, a career, and democratic citizenship.
26092609 11 (M) One representative from a school district
26102610 12 organized under Article 34 of this Code.
26112611 13 The State Superintendent shall ensure that the
26122612 14 membership of the Panel includes representatives from
26132613 15 school districts and communities reflecting the
26142614 16 geographic, socio-economic, racial, and ethnic diversity
26152615 17 of this State. The State Superintendent shall additionally
26162616 18 ensure that the membership of the Panel includes
26172617 19 representatives with expertise in bilingual education and
26182618 20 special education. Staff from the State Board shall staff
26192619 21 the Panel.
26202620 22 (2) In addition to those Panel members appointed by
26212621 23 the State Superintendent, 4 members of the General
26222622 24 Assembly shall be appointed as follows: one member of the
26232623 25 House of Representatives appointed by the Speaker of the
26242624 26 House of Representatives, one member of the Senate
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26352635 1 appointed by the President of the Senate, one member of
26362636 2 the House of Representatives appointed by the Minority
26372637 3 Leader of the House of Representatives, and one member of
26382638 4 the Senate appointed by the Minority Leader of the Senate.
26392639 5 There shall be one additional member appointed by the
26402640 6 Governor. All members appointed by legislative leaders or
26412641 7 the Governor shall be non-voting, ex officio members.
26422642 8 (3) The Panel must study topics at the direction of
26432643 9 the General Assembly or State Board of Education, as
26442644 10 provided under paragraph (1). The Panel may also study the
26452645 11 following topics at the direction of the chairperson:
26462646 12 (A) The format and scope of annual spending plans
26472647 13 referenced in paragraph (9) of subsection (h) of this
26482648 14 Section.
26492649 15 (B) The Comparable Wage Index under this Section.
26502650 16 (C) Maintenance and operations, including capital
26512651 17 maintenance and construction costs.
26522652 18 (D) "At-risk student" definition.
26532653 19 (E) Benefits.
26542654 20 (F) Technology.
26552655 21 (G) Local Capacity Target.
26562656 22 (H) Funding for Alternative Schools, Laboratory
26572657 23 Schools, safe schools, and alternative learning
26582658 24 opportunities programs.
26592659 25 (I) Funding for college and career acceleration
26602660 26 strategies.
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26712671 1 (J) Special education investments.
26722672 2 (K) Early childhood investments, in collaboration
26732673 3 with the Illinois Early Learning Council.
26742674 4 (4) (Blank).
26752675 5 (5) Within 5 years after the implementation of this
26762676 6 Section, and every 5 years thereafter, the Panel shall
26772677 7 complete an evaluative study of the entire Evidence-Based
26782678 8 Funding model, including an assessment of whether or not
26792679 9 the formula is achieving State goals. The Panel shall
26802680 10 report to the State Board, the General Assembly, and the
26812681 11 Governor on the findings of the study.
26822682 12 (6) (Blank).
26832683 13 (7) To ensure that (i) the Adequacy Target calculation
26842684 14 under subsection (b) accurately reflects the needs of
26852685 15 students living in poverty or attending schools located in
26862686 16 areas of high poverty, (ii) racial equity within the
26872687 17 Evidence-Based Funding formula is explicitly explored and
26882688 18 advanced, and (iii) the funding goals of the formula
26892689 19 distribution system established under this Section are
26902690 20 sufficient to provide adequate funding for every student
26912691 21 and to fully fund every school in this State, the Panel
26922692 22 shall review the Essential Elements under paragraph (2) of
26932693 23 subsection (b). The Panel shall consider all of the
26942694 24 following in its review:
26952695 25 (A) The financial ability of school districts to
26962696 26 provide instruction in a foreign language to every
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27072707 1 student and whether an additional Essential Element
27082708 2 should be added to the formula to ensure that every
27092709 3 student has access to instruction in a foreign
27102710 4 language.
27112711 5 (B) The adult-to-student ratio for each Essential
27122712 6 Element in which a ratio is identified. The Panel
27132713 7 shall consider whether the ratio accurately reflects
27142714 8 the staffing needed to support students living in
27152715 9 poverty or who have traumatic backgrounds.
27162716 10 (C) Changes to the Essential Elements that may be
27172717 11 required to better promote racial equity and eliminate
27182718 12 structural racism within schools.
27192719 13 (D) The impact of investing $350,000,000 in
27202720 14 additional funds each year under this Section and an
27212721 15 estimate of when the school system will become fully
27222722 16 funded under this level of appropriation.
27232723 17 (E) Provide an overview of alternative funding
27242724 18 structures that would enable the State to become fully
27252725 19 funded at an earlier date.
27262726 20 (F) The potential to increase efficiency and to
27272727 21 find cost savings within the school system to expedite
27282728 22 the journey to a fully funded system.
27292729 23 (G) The appropriate levels for reenrolling and
27302730 24 graduating high-risk high school students who have
27312731 25 been previously out of school. These outcomes shall
27322732 26 include enrollment, attendance, skill gains, credit
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27432743 1 gains, graduation or promotion to the next grade
27442744 2 level, and the transition to college, training, or
27452745 3 employment, with an emphasis on progressively
27462746 4 increasing the overall attendance.
27472747 5 (H) The evidence-based or research-based practices
27482748 6 that are shown to reduce the gaps and disparities
27492749 7 experienced by African American students in academic
27502750 8 achievement and educational performance, including
27512751 9 practices that have been shown to reduce disparities
27522752 10 in disciplinary rates, drop-out rates, graduation
27532753 11 rates, college matriculation rates, and college
27542754 12 completion rates.
27552755 13 On or before December 31, 2021, the Panel shall report
27562756 14 to the State Board, the General Assembly, and the Governor
27572757 15 on the findings of its review. This paragraph (7) is
27582758 16 inoperative on and after July 1, 2022.
27592759 17 (8) On or before April 1, 2024, the Panel must submit a
27602760 18 report to the General Assembly on annual adjustments to
27612761 19 Glenwood Academy's base-funding minimum in a similar
27622762 20 fashion to school districts under this Section.
27632763 21 (j) References. Beginning July 1, 2017, references in
27642764 22 other laws to general State aid funds or calculations under
27652765 23 Section 18-8.05 of this Code (now repealed) shall be deemed to
27662766 24 be references to evidence-based model formula funds or
27672767 25 calculations under this Section.
27682768 26 (Source: P.A. 102-33, eff. 6-25-21; 102-197, eff. 7-30-21;
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27792779 1 102-558, eff. 8-20-21; 102-699, eff. 4-19-22; 102-782, eff.
27802780 2 1-1-23; 102-813, eff. 5-13-22; 102-894, eff. 5-20-22; 103-8,
27812781 3 eff. 6-7-23; 103-154, eff. 6-30-23; 103-175, eff. 6-30-23;
27822782 4 103-605, eff. 7-1-24; 103-780, eff. 8-2-24; 103-802, eff.
27832783 5 1-1-25; revised 11-26-24.)
27842784 6 Section 90. The State Mandates Act is amended by adding
27852785 7 Section 8.49 as follows:
27862786 8 (30 ILCS 805/8.49 new)
27872787 9 Sec. 8.49. Exempt mandate. Notwithstanding Sections 6 and
27882788 10 8 of this Act, no reimbursement by the State is required for
27892789 11 the implementation of any mandate created by this amendatory
27902790 12 Act of the 104th General Assembly.
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