Bill Amendment: IL HB0027 | 2019-2020 | 101st General Assembly

NOTE: For additional amemendments please see the Bill Drafting List
Bill Title: VOCATIONAL OPPORTUNITY ACT

Status: 2020-06-23 - House Floor Amendment No. 2 Rule 19(c) / Re-referred to Rules Committee [HB0027 Detail]

Download: Illinois-2019-HB0027-House_Amendment_001.html

Rep. Andr� Thapedi

Filed: 3/13/2019

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1
AMENDMENT TO HOUSE BILL 27
2 AMENDMENT NO. ______. Amend House Bill 27 by replacing
3everything after the enacting clause with the following:
4 "Section 1. Short title. This Act may be cited as the
5Vocational Academy Opportunity Act.
6 Section 5. Establishment, location, funding, and
7admission.
8 (a) There are initially created 2 public vocational
9academies, one located in Cook County and the other in a
10downstate county designated by the State Board of Education as
11downstate, which shall be residential institutions. Each
12academy shall be located within 5 linear miles of a major
13interstate in a community where the average income of a
14household of 3 people is no greater than 100% of the poverty
15guidelines updated periodically in the Federal Register by the
16U.S. Department of Health and Human Services under the

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1authority of 42 U.S.C. 9902(2). The land value of the community
2in which each academy is located may not exceed $7.50 per
3square foot.
4 (b) Each academy shall be its own district, funded as a
5laboratory school under Section 18-8.15 of the School Code and
6through private contributions and endowments. The State Board
7of Education shall determine the territory of the 2 districts
8by assigning one half of the high school and unit districts in
9this State to one academy and the other half to the other
10academy. Minimal fees for residential students may be charged,
11but the residential facilities must be operated on a cost
12recovery basis, including the cost of construction bond
13repayment. The construction costs of residential facilities
14shall be paid from construction bonds through approval by the
15voters in each of the districts. Each academy may admit those
16students who have completed the academic equivalent of the 9th
17grade and shall offer a program of secondary coursework that is
18appropriate for students in the 10th, 11th, and 12th grades and
19that offers courses that meet the prerequisites to receiving a
20high school diploma under Section 27-22 of the School Code.
21Admission shall be determined by competitive examination. The
22State Board of Education must adopt rules to determine the
23competitive examination that must be used. Subject to admission
24requirements, a student is eligible to attend either academy if
25his or her parent or guardian is a resident of this State.
26 (c) To be eligible for funding as a laboratory school under

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1Section 18-8.15 of the School Code, each academy must submit to
2the State Board of Education no later than the 1st day of
3October of each year the number of students eligible to enroll
4in the academy for the following fiscal year. The budget shall
5be filed in accordance with Article 17 of the School Code, and
6each academy is subject to all requirements of that Article.
7 Section 10. Academy board. Each academy must be governed by
8a board consisting of 11 members who are elected in the same
9manner as school board members under Article 9 of the School
10Code. Members of the academy board must be residents of the
11academy's district.
12 Section 15. Academy board powers; employees.
13 (a) The powers of each academy board shall be the same as
14those set forth for school board members under Article 10 of
15the School Code.
16 (b) Classroom instruction at each academy must be offered
17by educators licensed under Article 21B of the School Code. The
18employment of teachers and other employees of an academy shall
19be governed by the provisions of the School Code as if the
20academy was a school district.
21 Section 20. Academy property. The power of an academy to
22lease or purchase real or personal property shall be governed
23by the School Code as if the academy was a school district.

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1 Section 25. Indemnification. The indemnification of
2academy board members shall be governed by Section 10-20.20 of
3the School Code as if the academy board members were school
4board members.
5 Section 90. The School Code is amended by changing Section
618-8.15 as follows:
7 (105 ILCS 5/18-8.15)
8 Sec. 18-8.15. Evidence-based funding for student success
9for the 2017-2018 and subsequent school years.
10 (a) General provisions.
11 (1) The purpose of this Section is to ensure that, by
12 June 30, 2027 and beyond, this State has a kindergarten
13 through grade 12 public education system with the capacity
14 to ensure the educational development of all persons to the
15 limits of their capacities in accordance with Section 1 of
16 Article X of the Constitution of the State of Illinois. To
17 accomplish that objective, this Section creates a method of
18 funding public education that is evidence-based; is
19 sufficient to ensure every student receives a meaningful
20 opportunity to learn irrespective of race, ethnicity,
21 sexual orientation, gender, or community-income level; and
22 is sustainable and predictable. When fully funded under
23 this Section, every school shall have the resources, based

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

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1 legislative chambers. As further defined and described in
2 this Section, there are 4 major components of the
3 evidence-based funding model:
4 (A) First, the model calculates a unique adequacy
5 target for each Organizational Unit in this State that
6 considers the costs to implement research-based
7 activities, the unit's student demographics, and
8 regional wage difference.
9 (B) Second, the model calculates each
10 Organizational Unit's local capacity, or the amount
11 each Organizational Unit is assumed to contribute
12 towards its adequacy target from local resources.
13 (C) Third, the model calculates how much funding
14 the State currently contributes to the Organizational
15 Unit, and adds that to the unit's local capacity to
16 determine the unit's overall current adequacy of
17 funding.
18 (D) Finally, the model's distribution method
19 allocates new State funding to those Organizational
20 Units that are least well-funded, considering both
21 local capacity and State funding, in relation to their
22 adequacy target.
23 (3) An Organizational Unit receiving any funding under
24 this Section may apply those funds to any fund so received
25 for which that Organizational Unit is authorized to make
26 expenditures by law.

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

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

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1 the Organizational Unit, shall be considered at-risk
2 students under this Section.
3 "Average Student Enrollment" or "ASE" for fiscal year
4 2018 means, for an Organizational Unit, the greater of the
5 average number of students (grades K through 12) reported
6 to the State Board as enrolled in the Organizational Unit
7 on October 1 in the immediately preceding school year, plus
8 the pre-kindergarten students who receive special
9 education services of 2 or more hours a day as reported to
10 the State Board on December 1 in the immediately preceding
11 school year, or the average number of students (grades K
12 through 12) reported to the State Board as enrolled in the
13 Organizational Unit on October 1, plus the
14 pre-kindergarten students who receive special education
15 services of 2 or more hours a day as reported to the State
16 Board on December 1, for each of the immediately preceding
17 3 school years. For fiscal year 2019 and each subsequent
18 fiscal year, "Average Student Enrollment" or "ASE" means,
19 for an Organizational Unit, the greater of the average
20 number of students (grades K through 12) reported to the
21 State Board as enrolled in the Organizational Unit on
22 October 1 and March 1 in the immediately preceding school
23 year, plus the pre-kindergarten students who receive
24 special education services as reported to the State Board
25 on October 1 and March 1 in the immediately preceding
26 school year, or the average number of students (grades K

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1 through 12) reported to the State Board as enrolled in the
2 Organizational Unit on October 1 and March 1, plus the
3 pre-kindergarten students who receive special education
4 services as reported to the State Board on October 1 and
5 March 1, for each of the immediately preceding 3 school
6 years. For the purposes of this definition, "enrolled in
7 the Organizational Unit" means the number of students
8 reported to the State Board who are enrolled in schools
9 within the Organizational Unit that the student attends or
10 would attend if not placed or transferred to another school
11 or program to receive needed services. For the purposes of
12 calculating "ASE", all students, grades K through 12,
13 excluding those attending kindergarten for a half day,
14 shall be counted as 1.0. All students attending
15 kindergarten for a half day shall be counted as 0.5, unless
16 in 2017 by June 15 or by March 1 in subsequent years, the
17 school district reports to the State Board of Education the
18 intent to implement full-day kindergarten district-wide
19 for all students, then all students attending kindergarten
20 shall be counted as 1.0. Special education
21 pre-kindergarten students shall be counted as 0.5 each. If
22 the State Board does not collect or has not collected both
23 an October 1 and March 1 enrollment count by grade or a
24 December 1 collection of special education
25 pre-kindergarten students as of the effective date of this
26 amendatory Act of the 100th General Assembly, it shall

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1 establish such collection for all future years. For any
2 year where a count by grade level was collected only once,
3 that count shall be used as the single count available for
4 computing a 3-year average ASE. School districts shall
5 submit the data for the ASE calculation to the State Board
6 within 45 days of the dates required in this Section for
7 submission of enrollment data in order for it to be
8 included in the ASE calculation. For fiscal year 2018 only,
9 the ASE calculation shall include only enrollment taken on
10 October 1.
11 "Base Funding Guarantee" is defined in paragraph (10)
12 of subsection (g) of this Section.
13 "Base Funding Minimum" is defined in subsection (e) of
14 this Section.
15 "Base Tax Year" means the property tax levy year used
16 to calculate the Budget Year allocation of primary State
17 aid.
18 "Base Tax Year's Extension" means the product of the
19 equalized assessed valuation utilized by the county clerk
20 in the Base Tax Year multiplied by the limiting rate as
21 calculated by the county clerk and defined in PTELL.
22 "Bilingual Education Allocation" means the amount of
23 an Organizational Unit's final Adequacy Target
24 attributable to bilingual education divided by the
25 Organizational Unit's final Adequacy Target, the product
26 of which shall be multiplied by the amount of new funding

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1 received pursuant to this Section. An Organizational
2 Unit's final Adequacy Target attributable to bilingual
3 education shall include all additional investments in
4 English learner students' adequacy elements.
5 "Budget Year" means the school year for which primary
6 State aid is calculated and awarded under this Section.
7 "Central office" means individual administrators and
8 support service personnel charged with managing the
9 instructional programs, business and operations, and
10 security of the Organizational Unit.
11 "Comparable Wage Index" or "CWI" means a regional cost
12 differentiation metric that measures systemic, regional
13 variations in the salaries of college graduates who are not
14 educators. The CWI utilized for this Section shall, for the
15 first 3 years of Evidence-Based Funding implementation, be
16 the CWI initially developed by the National Center for
17 Education Statistics, as most recently updated by Texas A &
18 M University. In the fourth and subsequent years of
19 Evidence-Based Funding implementation, the State
20 Superintendent shall re-determine the CWI using a similar
21 methodology to that identified in the Texas A & M
22 University study, with adjustments made no less frequently
23 than once every 5 years.
24 "Computer technology and equipment" means computers
25 servers, notebooks, network equipment, copiers, printers,
26 instructional software, security software, curriculum

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1 management courseware, and other similar materials and
2 equipment.
3 "Computer technology and equipment investment
4 allocation" means the final Adequacy Target amount of an
5 Organizational Unit assigned to Tier 1 or Tier 2 in the
6 prior school year attributable to the additional $285.50
7 per student computer technology and equipment investment
8 grant divided by the Organizational Unit's final Adequacy
9 Target, the result of which shall be multiplied by the
10 amount of new funding received pursuant to this Section. An
11 Organizational Unit assigned to a Tier 1 or Tier 2 final
12 Adequacy Target attributable to the received computer
13 technology and equipment investment grant shall include
14 all additional investments in computer technology and
15 equipment adequacy elements.
16 "Core subject" means mathematics; science; reading,
17 English, writing, and language arts; history and social
18 studies; world languages; and subjects taught as Advanced
19 Placement in high schools.
20 "Core teacher" means a regular classroom teacher in
21 elementary schools and teachers of a core subject in middle
22 and high schools.
23 "Core Intervention teacher (tutor)" means a licensed
24 teacher providing one-on-one or small group tutoring to
25 students struggling to meet proficiency in core subjects.
26 "CPPRT" means corporate personal property replacement

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

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

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

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1 tools; develops or coordinates instructional programs or
2 strategies; develops and implements training; chooses
3 standards-based instructional materials; provides teachers
4 with an understanding of current research; serves as a
5 mentor, site coach, curriculum specialist, or lead
6 teacher; or otherwise works with fellow teachers, in
7 collaboration, to use data to improve instructional
8 practice or develop model lessons.
9 "Instructional materials" means relevant instructional
10 materials for student instruction, including, but not
11 limited to, textbooks, consumable workbooks, laboratory
12 equipment, library books, and other similar materials.
13 "Laboratory School" means a public school that is
14 created and operated by a public university and approved by
15 the State Board or an academy established under the
16 Vocational Academy Opportunity Act.
17 "Librarian" means a teacher with an endorsement as a
18 library information specialist or another individual whose
19 primary responsibility is overseeing library resources
20 within an Organizational Unit.
21 "Limiting rate for Hybrid Districts" means the
22 combined elementary school and high school limited rates.
23 "Local Capacity" is defined in paragraph (1) of
24 subsection (c) of this Section.
25 "Local Capacity Percentage" is defined in subparagraph
26 (A) of paragraph (2) of subsection (c) of this Section.

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1 "Local Capacity Ratio" is defined in subparagraph (B)
2 of paragraph (2) of subsection (c) of this Section.
3 "Local Capacity Target" is defined in paragraph (2) of
4 subsection (c) of this Section.
5 "Low-Income Count" means, for an Organizational Unit
6 in a fiscal year, the higher of the average number of
7 students for the prior school year or the immediately
8 preceding 3 school years who, as of July 1 of the
9 immediately preceding fiscal year (as determined by the
10 Department of Human Services), are eligible for at least
11 one of the following low income programs: Medicaid, the
12 Children's Health Insurance Program, TANF, or the
13 Supplemental Nutrition Assistance Program, excluding
14 pupils who are eligible for services provided by the
15 Department of Children and Family Services. Until such time
16 that grade level low-income populations become available,
17 grade level low-income populations shall be determined by
18 applying the low-income percentage to total student
19 enrollments by grade level. The low-income percentage is
20 determined by dividing the Low-Income Count by the Average
21 Student Enrollment.
22 "Maintenance and operations" means custodial services,
23 facility and ground maintenance, facility operations,
24 facility security, routine facility repairs, and other
25 similar services and functions.
26 "Minimum Funding Level" is defined in paragraph (9) of

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1 subsection (g) of this Section.
2 "New Property Tax Relief Pool Funds" means, for any
3 given fiscal year, all State funds appropriated under
4 Section 2-3.170 of the School Code.
5 "New State Funds" means, for a given school year, all
6 State funds appropriated for Evidence-Based Funding in
7 excess of the amount needed to fund the Base Funding
8 Minimum for all Organizational Units in that school year.
9 "Net State Contribution Target" means, for a given
10 school year, the amount of State funds that would be
11 necessary to fully meet the Adequacy Target of an
12 Operational Unit minus the Preliminary Resources available
13 to each unit.
14 "Nurse" means an individual licensed as a certified
15 school nurse, in accordance with the rules established for
16 nursing services by the State Board, who is an employee of
17 and is available to provide health care-related services
18 for students of an Organizational Unit.
19 "Operating Tax Rate" means the rate utilized in the
20 previous year to extend property taxes for all purposes,
21 except, Bond and Interest, Summer School, Rent, Capital
22 Improvement, and Vocational Education Building purposes.
23 For Hybrid Districts, the Operating Tax Rate shall be the
24 combined elementary and high school rates utilized in the
25 previous year to extend property taxes for all purposes,
26 except, Bond and Interest, Summer School, Rent, Capital

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1 Improvement, and Vocational Education Building purposes.
2 "Organizational Unit" means a Laboratory School or any
3 public school district that is recognized as such by the
4 State Board and that contains elementary schools typically
5 serving kindergarten through 5th grades, middle schools
6 typically serving 6th through 8th grades, or high schools
7 typically serving 9th through 12th grades. The General
8 Assembly acknowledges that the actual grade levels served
9 by a particular Organizational Unit may vary slightly from
10 what is typical.
11 "Organizational Unit CWI" is determined by calculating
12 the CWI in the region and original county in which an
13 Organizational Unit's primary administrative office is
14 located as set forth in this paragraph, provided that if
15 the Organizational Unit CWI as calculated in accordance
16 with this paragraph is less than 0.9, the Organizational
17 Unit CWI shall be increased to 0.9. Each county's current
18 CWI value shall be adjusted based on the CWI value of that
19 county's neighboring Illinois counties, to create a
20 "weighted adjusted index value". This shall be calculated
21 by summing the CWI values of all of a county's adjacent
22 Illinois counties and dividing by the number of adjacent
23 Illinois counties, then taking the weighted value of the
24 original county's CWI value and the adjacent Illinois
25 county average. To calculate this weighted value, if the
26 number of adjacent Illinois counties is greater than 2, the

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1 original county's CWI value will be weighted at 0.25 and
2 the adjacent Illinois county average will be weighted at
3 0.75. If the number of adjacent Illinois counties is 2, the
4 original county's CWI value will be weighted at 0.33 and
5 the adjacent Illinois county average will be weighted at
6 0.66. The greater of the county's current CWI value and its
7 weighted adjusted index value shall be used as the
8 Organizational Unit CWI.
9 "Preceding Tax Year" means the property tax levy year
10 immediately preceding the Base Tax Year.
11 "Preceding Tax Year's Extension" means the product of
12 the equalized assessed valuation utilized by the county
13 clerk in the Preceding Tax Year multiplied by the Operating
14 Tax Rate.
15 "Preliminary Percent of Adequacy" is defined in
16 paragraph (2) of subsection (f) of this Section.
17 "Preliminary Resources" is defined in paragraph (2) of
18 subsection (f) of this Section.
19 "Principal" means a school administrator duly endorsed
20 to be employed as a principal in this State.
21 "Professional development" means training programs for
22 licensed staff in schools, including, but not limited to,
23 programs that assist in implementing new curriculum
24 programs, provide data focused or academic assessment data
25 training to help staff identify a student's weaknesses and
26 strengths, target interventions, improve instruction,

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

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

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1 during the 2016-2017 school year pursuant to subsection (H)
2 of Section 18-8.05 of this Code (now repealed).
3 "State Adequacy Level" is the sum of the Adequacy
4 Targets of all Organizational Units.
5 "State Board" means the State Board of Education.
6 "State Superintendent" means the State Superintendent
7 of Education.
8 "Statewide Weighted CWI" means a figure determined by
9 multiplying each Organizational Unit CWI times the ASE for
10 that Organizational Unit creating a weighted value,
11 summing all Organizational Unit's weighted values, and
12 dividing by the total ASE of all Organizational Units,
13 thereby creating an average weighted index.
14 "Student activities" means non-credit producing
15 after-school programs, including, but not limited to,
16 clubs, bands, sports, and other activities authorized by
17 the school board of the Organizational Unit.
18 "Substitute teacher" means an individual teacher or
19 teaching assistant who is employed by an Organizational
20 Unit and is temporarily serving the Organizational Unit on
21 a per diem or per period-assignment basis replacing another
22 staff member.
23 "Summer school" means academic and enrichment programs
24 provided to students during the summer months outside of
25 the regular school year.
26 "Supervisory aide" means a non-licensed staff member

10100HB0027ham001- 25 -LRB101 02993 AXK 56989 a
1 who helps in supervising students of an Organizational
2 Unit, but does so outside of the classroom, in situations
3 such as, but not limited to, monitoring hallways and
4 playgrounds, supervising lunchrooms, or supervising
5 students when being transported in buses serving the
6 Organizational Unit.
7 "Target Ratio" is defined in paragraph (4) of
8 subsection (g).
9 "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined
10 in paragraph (3) of subsection (g).
11 "Tier 1 Aggregate Funding", "Tier 2 Aggregate
12 Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate
13 Funding" are defined in paragraph (1) of subsection (g).
14 (b) Adequacy Target calculation.
15 (1) Each Organizational Unit's Adequacy Target is the
16 sum of the Organizational Unit's cost of providing
17 Essential Elements, as calculated in accordance with this
18 subsection (b), with the salary amounts in the Essential
19 Elements multiplied by a Regionalization Factor calculated
20 pursuant to paragraph (3) of this subsection (b).
21 (2) The Essential Elements are attributable on a pro
22 rata basis related to defined subgroups of the ASE of each
23 Organizational Unit as specified in this paragraph (2),
24 with investments and FTE positions pro rata funded based on
25 ASE counts in excess or less than the thresholds set forth
26 in this paragraph (2). The method for calculating

10100HB0027ham001- 26 -LRB101 02993 AXK 56989 a
1 attributable pro rata costs and the defined subgroups
2 thereto are as follows:
3 (A) Core class size investments. Each
4 Organizational Unit shall receive the funding required
5 to support that number of FTE core teacher positions as
6 is needed to keep the respective class sizes of the
7 Organizational Unit to the following maximum numbers:
8 (i) For grades kindergarten through 3, the
9 Organizational Unit shall receive funding required
10 to support one FTE core teacher position for every
11 15 Low-Income Count students in those grades and
12 one FTE core teacher position for every 20
13 non-Low-Income Count students in those grades.
14 (ii) For grades 4 through 12, the
15 Organizational Unit shall receive funding required
16 to support one FTE core teacher position for every
17 20 Low-Income Count students in those grades and
18 one FTE core teacher position for every 25
19 non-Low-Income Count students in those grades.
20 The number of non-Low-Income Count students in a
21 grade shall be determined by subtracting the
22 Low-Income students in that grade from the ASE of the
23 Organizational Unit for that grade.
24 (B) Specialist teacher investments. Each
25 Organizational Unit shall receive the funding needed
26 to cover that number of FTE specialist teacher

10100HB0027ham001- 27 -LRB101 02993 AXK 56989 a
1 positions that correspond to the following
2 percentages:
3 (i) if the Organizational Unit operates an
4 elementary or middle school, then 20.00% of the
5 number of the Organizational Unit's core teachers,
6 as determined under subparagraph (A) of this
7 paragraph (2); and
8 (ii) if such Organizational Unit operates a
9 high school, then 33.33% of the number of the
10 Organizational Unit's core teachers.
11 (C) Instructional facilitator investments. Each
12 Organizational Unit shall receive the funding needed
13 to cover one FTE instructional facilitator position
14 for every 200 combined ASE of pre-kindergarten
15 children with disabilities and all kindergarten
16 through grade 12 students of the Organizational Unit.
17 (D) Core intervention teacher (tutor) investments.
18 Each Organizational Unit shall receive the funding
19 needed to cover one FTE teacher position for each
20 prototypical elementary, middle, and high school.
21 (E) Substitute teacher investments. Each
22 Organizational Unit shall receive the funding needed
23 to cover substitute teacher costs that is equal to
24 5.70% of the minimum pupil attendance days required
25 under Section 10-19 of this Code for all full-time
26 equivalent core, specialist, and intervention

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1 teachers, school nurses, special education teachers
2 and instructional assistants, instructional
3 facilitators, and summer school and extended-day
4 teacher positions, as determined under this paragraph
5 (2), at a salary rate of 33.33% of the average salary
6 for grade K through 12 teachers and 33.33% of the
7 average salary of each instructional assistant
8 position.
9 (F) Core guidance counselor investments. Each
10 Organizational Unit shall receive the funding needed
11 to cover one FTE guidance counselor for each 450
12 combined ASE of pre-kindergarten children with
13 disabilities and all kindergarten through grade 5
14 students, plus one FTE guidance counselor for each 250
15 grades 6 through 8 ASE middle school students, plus one
16 FTE guidance counselor for each 250 grades 9 through 12
17 ASE high school students.
18 (G) Nurse investments. Each Organizational Unit
19 shall receive the funding needed to cover one FTE nurse
20 for each 750 combined ASE of pre-kindergarten children
21 with disabilities and all kindergarten through grade
22 12 students across all grade levels it serves.
23 (H) Supervisory aide investments. Each
24 Organizational Unit shall receive the funding needed
25 to cover one FTE for each 225 combined ASE of
26 pre-kindergarten children with disabilities and all

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

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1 pre-kindergarten children with disabilities and all
2 kindergarten through grade 5 students, plus one FTE
3 position for each 225 ASE middle school students, plus
4 one FTE position for each 200 ASE high school students.
5 (M) Gifted investments. Each Organizational Unit
6 shall receive $40 per kindergarten through grade 12
7 ASE.
8 (N) Professional development investments. Each
9 Organizational Unit shall receive $125 per student of
10 the combined ASE of pre-kindergarten children with
11 disabilities and all kindergarten through grade 12
12 students for trainers and other professional
13 development-related expenses for supplies and
14 materials.
15 (O) Instructional material investments. Each
16 Organizational Unit shall receive $190 per student of
17 the combined ASE of pre-kindergarten children with
18 disabilities and all kindergarten through grade 12
19 students to cover instructional material costs.
20 (P) Assessment investments. Each Organizational
21 Unit shall receive $25 per student of the combined ASE
22 of pre-kindergarten children with disabilities and all
23 kindergarten through grade 12 students student to
24 cover assessment costs.
25 (Q) Computer technology and equipment investments.
26 Each Organizational Unit shall receive $285.50 per

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1 student of the combined ASE of pre-kindergarten
2 children with disabilities and all kindergarten
3 through grade 12 students to cover computer technology
4 and equipment costs. For the 2018-2019 school year and
5 subsequent school years, Organizational Units assigned
6 to Tier 1 and Tier 2 in the prior school year shall
7 receive an additional $285.50 per student of the
8 combined ASE of pre-kindergarten children with
9 disabilities and all kindergarten through grade 12
10 students to cover computer technology and equipment
11 costs in the Organization Unit's Adequacy Target. The
12 State Board may establish additional requirements for
13 Organizational Unit expenditures of funds received
14 pursuant to this subparagraph (Q), including a
15 requirement that funds received pursuant to this
16 subparagraph (Q) may be used only for serving the
17 technology needs of the district. It is the intent of
18 this amendatory Act of the 100th General Assembly that
19 all Tier 1 and Tier 2 districts receive the addition to
20 their Adequacy Target in the following year, subject to
21 compliance with the requirements of the State Board.
22 (R) Student activities investments. Each
23 Organizational Unit shall receive the following
24 funding amounts to cover student activities: $100 per
25 kindergarten through grade 5 ASE student in elementary
26 school, plus $200 per ASE student in middle school,

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1 plus $675 per ASE student in high school.
2 (S) Maintenance and operations investments. Each
3 Organizational Unit shall receive $1,038 per student
4 of the combined ASE of pre-kindergarten children with
5 disabilities and all kindergarten through grade 12 for
6 day-to-day maintenance and operations expenditures,
7 including salary, supplies, and materials, as well as
8 purchased services, but excluding employee benefits.
9 The proportion of salary for the application of a
10 Regionalization Factor and the calculation of benefits
11 is equal to $352.92.
12 (T) Central office investments. Each
13 Organizational Unit shall receive $742 per student of
14 the combined ASE of pre-kindergarten children with
15 disabilities and all kindergarten through grade 12
16 students to cover central office operations, including
17 administrators and classified personnel charged with
18 managing the instructional programs, business and
19 operations of the school district, and security
20 personnel. The proportion of salary for the
21 application of a Regionalization Factor and the
22 calculation of benefits is equal to $368.48.
23 (U) Employee benefit investments. Each
24 Organizational Unit shall receive 30% of the total of
25 all salary-calculated elements of the Adequacy Target,
26 excluding substitute teachers and student activities

10100HB0027ham001- 33 -LRB101 02993 AXK 56989 a
1 investments, to cover benefit costs. For central
2 office and maintenance and operations investments, the
3 benefit calculation shall be based upon the salary
4 proportion of each investment. If at any time the
5 responsibility for funding the employer normal cost of
6 teacher pensions is assigned to school districts, then
7 that amount certified by the Teachers' Retirement
8 System of the State of Illinois to be paid by the
9 Organizational Unit for the preceding school year
10 shall be added to the benefit investment. For any
11 fiscal year in which a school district organized under
12 Article 34 of this Code is responsible for paying the
13 employer normal cost of teacher pensions, then that
14 amount of its employer normal cost plus the amount for
15 retiree health insurance as certified by the Public
16 School Teachers' Pension and Retirement Fund of
17 Chicago to be paid by the school district for the
18 preceding school year that is statutorily required to
19 cover employer normal costs and the amount for retiree
20 health insurance shall be added to the 30% specified in
21 this subparagraph (U). The Teachers' Retirement System
22 of the State of Illinois and the Public School
23 Teachers' Pension and Retirement Fund of Chicago shall
24 submit such information as the State Superintendent
25 may require for the calculations set forth in this
26 subparagraph (U).

10100HB0027ham001- 34 -LRB101 02993 AXK 56989 a
1 (V) Additional investments in low-income students.
2 In addition to and not in lieu of all other funding
3 under this paragraph (2), each Organizational Unit
4 shall receive funding based on the average teacher
5 salary for grades K through 12 to cover the costs of:
6 (i) one FTE intervention teacher (tutor)
7 position for every 125 Low-Income Count students;
8 (ii) one FTE pupil support staff position for
9 every 125 Low-Income Count students;
10 (iii) one FTE extended day teacher position
11 for every 120 Low-Income Count students; and
12 (iv) one FTE summer school teacher position
13 for every 120 Low-Income Count students.
14 (W) Additional investments in English learner
15 students. In addition to and not in lieu of all other
16 funding under this paragraph (2), each Organizational
17 Unit shall receive funding based on the average teacher
18 salary for grades K through 12 to cover the costs of:
19 (i) one FTE intervention teacher (tutor)
20 position for every 125 English learner students;
21 (ii) one FTE pupil support staff position for
22 every 125 English learner students;
23 (iii) one FTE extended day teacher position
24 for every 120 English learner students;
25 (iv) one FTE summer school teacher position
26 for every 120 English learner students; and

10100HB0027ham001- 35 -LRB101 02993 AXK 56989 a
1 (v) one FTE core teacher position for every 100
2 English learner students.
3 (X) Special education investments. Each
4 Organizational Unit shall receive funding based on the
5 average teacher salary for grades K through 12 to cover
6 special education as follows:
7 (i) one FTE teacher position for every 141
8 combined ASE of pre-kindergarten children with
9 disabilities and all kindergarten through grade 12
10 students;
11 (ii) one FTE instructional assistant for every
12 141 combined ASE of pre-kindergarten children with
13 disabilities and all kindergarten through grade 12
14 students; and
15 (iii) one FTE psychologist position for every
16 1,000 combined ASE of pre-kindergarten children
17 with disabilities and all kindergarten through
18 grade 12 students.
19 (3) For calculating the salaries included within the
20 Essential Elements, the State Superintendent shall
21 annually calculate average salaries to the nearest dollar
22 using the employment information system data maintained by
23 the State Board, limited to public schools only and
24 excluding special education and vocational cooperatives,
25 schools operated by the Department of Juvenile Justice, and
26 charter schools, for the following positions:

10100HB0027ham001- 36 -LRB101 02993 AXK 56989 a
1 (A) Teacher for grades K through 8.
2 (B) Teacher for grades 9 through 12.
3 (C) Teacher for grades K through 12.
4 (D) Guidance counselor for grades K through 8.
5 (E) Guidance counselor for grades 9 through 12.
6 (F) Guidance counselor for grades K through 12.
7 (G) Social worker.
8 (H) Psychologist.
9 (I) Librarian.
10 (J) Nurse.
11 (K) Principal.
12 (L) Assistant principal.
13 For the purposes of this paragraph (3), "teacher"
14 includes core teachers, specialist and elective teachers,
15 instructional facilitators, tutors, special education
16 teachers, pupil support staff teachers, English learner
17 teachers, extended-day teachers, and summer school
18 teachers. Where specific grade data is not required for the
19 Essential Elements, the average salary for corresponding
20 positions shall apply. For substitute teachers, the
21 average teacher salary for grades K through 12 shall apply.
22 For calculating the salaries included within the
23 Essential Elements for positions not included within EIS
24 Data, the following salaries shall be used in the first
25 year of implementation of Evidence-Based Funding:
26 (i) school site staff, $30,000; and

10100HB0027ham001- 37 -LRB101 02993 AXK 56989 a
1 (ii) non-instructional assistant, instructional
2 assistant, library aide, library media tech, or
3 supervisory aide: $25,000.
4 In the second and subsequent years of implementation of
5 Evidence-Based Funding, the amounts in items (i) and (ii)
6 of this paragraph (3) shall annually increase by the ECI.
7 The salary amounts for the Essential Elements
8 determined pursuant to subparagraphs (A) through (L), (S)
9 and (T), and (V) through (X) of paragraph (2) of subsection
10 (b) of this Section shall be multiplied by a
11 Regionalization Factor.
12 (c) Local capacity calculation.
13 (1) Each Organizational Unit's Local Capacity
14 represents an amount of funding it is assumed to contribute
15 toward its Adequacy Target for purposes of the
16 Evidence-Based Funding formula calculation. "Local
17 Capacity" means either (i) the Organizational Unit's Local
18 Capacity Target as calculated in accordance with paragraph
19 (2) of this subsection (c) if its Real Receipts are equal
20 to or less than its Local Capacity Target or (ii) the
21 Organizational Unit's Adjusted Local Capacity, as
22 calculated in accordance with paragraph (3) of this
23 subsection (c) if Real Receipts are more than its Local
24 Capacity Target.
25 (2) "Local Capacity Target" means, for an
26 Organizational Unit, that dollar amount that is obtained by

10100HB0027ham001- 38 -LRB101 02993 AXK 56989 a
1 multiplying its Adequacy Target by its Local Capacity
2 Ratio.
3 (A) An Organizational Unit's Local Capacity
4 Percentage is the conversion of the Organizational
5 Unit's Local Capacity Ratio, as such ratio is
6 determined in accordance with subparagraph (B) of this
7 paragraph (2), into a cumulative distribution
8 resulting in a percentile ranking to determine each
9 Organizational Unit's relative position to all other
10 Organizational Units in this State. The calculation of
11 Local Capacity Percentage is described in subparagraph
12 (C) of this paragraph (2).
13 (B) An Organizational Unit's Local Capacity Ratio
14 in a given year is the percentage obtained by dividing
15 its Adjusted EAV or PTELL EAV, whichever is less, by
16 its Adequacy Target, with the resulting ratio further
17 adjusted as follows:
18 (i) for Organizational Units serving grades
19 kindergarten through 12 and Hybrid Districts, no
20 further adjustments shall be made;
21 (ii) for Organizational Units serving grades
22 kindergarten through 8, the ratio shall be
23 multiplied by 9/13;
24 (iii) for Organizational Units serving grades
25 9 through 12, the Local Capacity Ratio shall be
26 multiplied by 4/13; and

10100HB0027ham001- 39 -LRB101 02993 AXK 56989 a
1 (iv) for an Organizational Unit with a
2 different grade configuration than those specified
3 in items (i) through (iii) of this subparagraph
4 (B), the State Superintendent shall determine a
5 comparable adjustment based on the grades served.
6 (C) The Local Capacity Percentage is equal to the
7 percentile ranking of the district. Local Capacity
8 Percentage converts each Organizational Unit's Local
9 Capacity Ratio to a cumulative distribution resulting
10 in a percentile ranking to determine each
11 Organizational Unit's relative position to all other
12 Organizational Units in this State. The Local Capacity
13 Percentage cumulative distribution resulting in a
14 percentile ranking for each Organizational Unit shall
15 be calculated using the standard normal distribution
16 of the score in relation to the weighted mean and
17 weighted standard deviation and Local Capacity Ratios
18 of all Organizational Units. If the value assigned to
19 any Organizational Unit is in excess of 90%, the value
20 shall be adjusted to 90%. For Laboratory Schools, the
21 Local Capacity Percentage shall be set at 10% in
22 recognition of the absence of EAV and resources from
23 the public university that are allocated to the
24 Laboratory School. The weighted mean for the Local
25 Capacity Percentage shall be determined by multiplying
26 each Organizational Unit's Local Capacity Ratio times

10100HB0027ham001- 40 -LRB101 02993 AXK 56989 a
1 the ASE for the unit creating a weighted value, summing
2 the weighted values of all Organizational Units, and
3 dividing by the total ASE of all Organizational Units.
4 The weighted standard deviation shall be determined by
5 taking the square root of the weighted variance of all
6 Organizational Units' Local Capacity Ratio, where the
7 variance is calculated by squaring the difference
8 between each unit's Local Capacity Ratio and the
9 weighted mean, then multiplying the variance for each
10 unit times the ASE for the unit to create a weighted
11 variance for each unit, then summing all units'
12 weighted variance and dividing by the total ASE of all
13 units.
14 (D) For any Organizational Unit, the
15 Organizational Unit's Adjusted Local Capacity Target
16 shall be reduced by either (i) the school board's
17 remaining contribution pursuant to paragraph (ii) of
18 subsection (b-4) of Section 16-158 of the Illinois
19 Pension Code in a given year, or (ii) the board of
20 education's remaining contribution pursuant to
21 paragraph (iv) of subsection (b) of Section 17-129 of
22 the Illinois Pension Code absent the employer normal
23 cost portion of the required contribution and amount
24 allowed pursuant to subdivision (3) of Section
25 17-142.1 of the Illinois Pension Code in a given year.
26 In the preceding sentence, item (i) shall be certified

10100HB0027ham001- 41 -LRB101 02993 AXK 56989 a
1 to the State Board of Education by the Teachers'
2 Retirement System of the State of Illinois and item
3 (ii) shall be certified to the State Board of Education
4 by the Public School Teachers' Pension and Retirement
5 Fund of the City of Chicago.
6 (3) If an Organizational Unit's Real Receipts are more
7 than its Local Capacity Target, then its Local Capacity
8 shall equal an Adjusted Local Capacity Target as calculated
9 in accordance with this paragraph (3). The Adjusted Local
10 Capacity Target is calculated as the sum of the
11 Organizational Unit's Local Capacity Target and its Real
12 Receipts Adjustment. The Real Receipts Adjustment equals
13 the Organizational Unit's Real Receipts less its Local
14 Capacity Target, with the resulting figure multiplied by
15 the Local Capacity Percentage.
16 As used in this paragraph (3), "Real Percent of
17 Adequacy" means the sum of an Organizational Unit's Real
18 Receipts, CPPRT, and Base Funding Minimum, with the
19 resulting figure divided by the Organizational Unit's
20 Adequacy Target.
21 (d) Calculation of Real Receipts, EAV, and Adjusted EAV for
22purposes of the Local Capacity calculation.
23 (1) An Organizational Unit's Real Receipts are the
24 product of its Applicable Tax Rate and its Adjusted EAV. An
25 Organizational Unit's Applicable Tax Rate is its Adjusted
26 Operating Tax Rate for property within the Organizational

10100HB0027ham001- 42 -LRB101 02993 AXK 56989 a
1 Unit.
2 (2) The State Superintendent shall calculate the
3 Equalized Assessed Valuation, or EAV, of all taxable
4 property of each Organizational Unit as of September 30 of
5 the previous year in accordance with paragraph (3) of this
6 subsection (d). The State Superintendent shall then
7 determine the Adjusted EAV of each Organizational Unit in
8 accordance with paragraph (4) of this subsection (d), which
9 Adjusted EAV figure shall be used for the purposes of
10 calculating Local Capacity.
11 (3) To calculate Real Receipts and EAV, the Department
12 of Revenue shall supply to the State Superintendent the
13 value as equalized or assessed by the Department of Revenue
14 of all taxable property of every Organizational Unit,
15 together with (i) the applicable tax rate used in extending
16 taxes for the funds of the Organizational Unit as of
17 September 30 of the previous year and (ii) the limiting
18 rate for all Organizational Units subject to property tax
19 extension limitations as imposed under PTELL.
20 (A) The Department of Revenue shall add to the
21 equalized assessed value of all taxable property of
22 each Organizational Unit situated entirely or
23 partially within a county that is or was subject to the
24 provisions of Section 15-176 or 15-177 of the Property
25 Tax Code (i) an amount equal to the total amount by
26 which the homestead exemption allowed under Section

10100HB0027ham001- 43 -LRB101 02993 AXK 56989 a
1 15-176 or 15-177 of the Property Tax Code for real
2 property situated in that Organizational Unit exceeds
3 the total amount that would have been allowed in that
4 Organizational Unit if the maximum reduction under
5 Section 15-176 was (I) $4,500 in Cook County or $3,500
6 in all other counties in tax year 2003 or (II) $5,000
7 in all counties in tax year 2004 and thereafter and
8 (ii) an amount equal to the aggregate amount for the
9 taxable year of all additional exemptions under
10 Section 15-175 of the Property Tax Code for owners with
11 a household income of $30,000 or less. The county clerk
12 of any county that is or was subject to the provisions
13 of Section 15-176 or 15-177 of the Property Tax Code
14 shall annually calculate and certify to the Department
15 of Revenue for each Organizational Unit all homestead
16 exemption amounts under Section 15-176 or 15-177 of the
17 Property Tax Code and all amounts of additional
18 exemptions under Section 15-175 of the Property Tax
19 Code for owners with a household income of $30,000 or
20 less. It is the intent of this subparagraph (A) that if
21 the general homestead exemption for a parcel of
22 property is determined under Section 15-176 or 15-177
23 of the Property Tax Code rather than Section 15-175,
24 then the calculation of EAV shall not be affected by
25 the difference, if any, between the amount of the
26 general homestead exemption allowed for that parcel of

10100HB0027ham001- 44 -LRB101 02993 AXK 56989 a
1 property under Section 15-176 or 15-177 of the Property
2 Tax Code and the amount that would have been allowed
3 had the general homestead exemption for that parcel of
4 property been determined under Section 15-175 of the
5 Property Tax Code. It is further the intent of this
6 subparagraph (A) that if additional exemptions are
7 allowed under Section 15-175 of the Property Tax Code
8 for owners with a household income of less than
9 $30,000, then the calculation of EAV shall not be
10 affected by the difference, if any, because of those
11 additional exemptions.
12 (B) With respect to any part of an Organizational
13 Unit within a redevelopment project area in respect to
14 which a municipality has adopted tax increment
15 allocation financing pursuant to the Tax Increment
16 Allocation Redevelopment Act, Division 74.4 of Article
17 11 of the Illinois Municipal Code, or the Industrial
18 Jobs Recovery Law, Division 74.6 of Article 11 of the
19 Illinois Municipal Code, no part of the current EAV of
20 real property located in any such project area which is
21 attributable to an increase above the total initial EAV
22 of such property shall be used as part of the EAV of
23 the Organizational Unit, until such time as all
24 redevelopment project costs have been paid, as
25 provided in Section 11-74.4-8 of the Tax Increment
26 Allocation Redevelopment Act or in Section 11-74.6-35

10100HB0027ham001- 45 -LRB101 02993 AXK 56989 a
1 of the Industrial Jobs Recovery Law. For the purpose of
2 the EAV of the Organizational Unit, the total initial
3 EAV or the current EAV, whichever is lower, shall be
4 used until such time as all redevelopment project costs
5 have been paid.
6 (B-5) The real property equalized assessed
7 valuation for a school district shall be adjusted by
8 subtracting from the real property value, as equalized
9 or assessed by the Department of Revenue, for the
10 district an amount computed by dividing the amount of
11 any abatement of taxes under Section 18-170 of the
12 Property Tax Code by 3.00% for a district maintaining
13 grades kindergarten through 12, by 2.30% for a district
14 maintaining grades kindergarten through 8, or by 1.05%
15 for a district maintaining grades 9 through 12 and
16 adjusted by an amount computed by dividing the amount
17 of any abatement of taxes under subsection (a) of
18 Section 18-165 of the Property Tax Code by the same
19 percentage rates for district type as specified in this
20 subparagraph (B-5).
21 (C) For Organizational Units that are Hybrid
22 Districts, the State Superintendent shall use the
23 lesser of the adjusted equalized assessed valuation
24 for property within the partial elementary unit
25 district for elementary purposes, as defined in
26 Article 11E of this Code, or the adjusted equalized

10100HB0027ham001- 46 -LRB101 02993 AXK 56989 a
1 assessed valuation for property within the partial
2 elementary unit district for high school purposes, as
3 defined in Article 11E of this Code.
4 (4) An Organizational Unit's Adjusted EAV shall be the
5 average of its EAV over the immediately preceding 3 years
6 or its EAV in the immediately preceding year if the EAV in
7 the immediately preceding year has declined by 10% or more
8 compared to the 3-year average. In the event of
9 Organizational Unit reorganization, consolidation, or
10 annexation, the Organizational Unit's Adjusted EAV for the
11 first 3 years after such change shall be as follows: the
12 most current EAV shall be used in the first year, the
13 average of a 2-year EAV or its EAV in the immediately
14 preceding year if the EAV declines by 10% or more compared
15 to the 2-year average for the second year, and a 3-year
16 average EAV or its EAV in the immediately preceding year if
17 the adjusted EAV declines by 10% or more compared to the
18 3-year average for the third year. For any school district
19 whose EAV in the immediately preceding year is used in
20 calculations, in the following year, the Adjusted EAV shall
21 be the average of its EAV over the immediately preceding 2
22 years or the immediately preceding year if that year
23 represents a decline of 10% or more compared to the 2-year
24 average.
25 "PTELL EAV" means a figure calculated by the State
26 Board for Organizational Units subject to PTELL as

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1 described in this paragraph (4) for the purposes of
2 calculating an Organizational Unit's Local Capacity Ratio.
3 Except as otherwise provided in this paragraph (4), the
4 PTELL EAV of an Organizational Unit shall be equal to the
5 product of the equalized assessed valuation last used in
6 the calculation of general State aid under Section 18-8.05
7 of this Code (now repealed) or Evidence-Based Funding under
8 this Section and the Organizational Unit's Extension
9 Limitation Ratio. If an Organizational Unit has approved or
10 does approve an increase in its limiting rate, pursuant to
11 Section 18-190 of the Property Tax Code, affecting the Base
12 Tax Year, the PTELL EAV shall be equal to the product of
13 the equalized assessed valuation last used in the
14 calculation of general State aid under Section 18-8.05 of
15 this Code (now repealed) or Evidence-Based Funding under
16 this Section multiplied by an amount equal to one plus the
17 percentage increase, if any, in the Consumer Price Index
18 for All Urban Consumers for all items published by the
19 United States Department of Labor for the 12-month calendar
20 year preceding the Base Tax Year, plus the equalized
21 assessed valuation of new property, annexed property, and
22 recovered tax increment value and minus the equalized
23 assessed valuation of disconnected property.
24 As used in this paragraph (4), "new property" and
25 "recovered tax increment value" shall have the meanings set
26 forth in the Property Tax Extension Limitation Law.

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1 (e) Base Funding Minimum calculation.
2 (1) For the 2017-2018 school year, the Base Funding
3 Minimum of an Organizational Unit or a Specially Funded
4 Unit shall be the amount of State funds distributed to the
5 Organizational Unit or Specially Funded Unit during the
6 2016-2017 school year prior to any adjustments and
7 specified appropriation amounts described in this
8 paragraph (1) from the following Sections, as calculated by
9 the State Superintendent: Section 18-8.05 of this Code (now
10 repealed); Section 5 of Article 224 of Public Act 99-524
11 (equity grants); Section 14-7.02b of this Code (funding for
12 children requiring special education services); Section
13 14-13.01 of this Code (special education facilities and
14 staffing), except for reimbursement of the cost of
15 transportation pursuant to Section 14-13.01; Section
16 14C-12 of this Code (English learners); and Section 18-4.3
17 of this Code (summer school), based on an appropriation
18 level of $13,121,600. For a school district organized under
19 Article 34 of this Code, the Base Funding Minimum also
20 includes (i) the funds allocated to the school district
21 pursuant to Section 1D-1 of this Code attributable to
22 funding programs authorized by the Sections of this Code
23 listed in the preceding sentence; and (ii) the difference
24 between (I) the funds allocated to the school district
25 pursuant to Section 1D-1 of this Code attributable to the
26 funding programs authorized by Section 14-7.02 (non-public

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1 special education reimbursement), subsection (b) of
2 Section 14-13.01 (special education transportation),
3 Section 29-5 (transportation), Section 2-3.80
4 (agricultural education), Section 2-3.66 (truants'
5 alternative education), Section 2-3.62 (educational
6 service centers), and Section 14-7.03 (special education -
7 orphanage) of this Code and Section 15 of the Childhood
8 Hunger Relief Act (free breakfast program) and (II) the
9 school district's actual expenditures for its non-public
10 special education, special education transportation,
11 transportation programs, agricultural education, truants'
12 alternative education, services that would otherwise be
13 performed by a regional office of education, special
14 education orphanage expenditures, and free breakfast, as
15 most recently calculated and reported pursuant to
16 subsection (f) of Section 1D-1 of this Code. The Base
17 Funding Minimum for Glenwood Academy shall be $625,500.
18 (2) For the 2018-2019 and subsequent school years, the
19 Base Funding Minimum of Organizational Units and Specially
20 Funded Units shall be the sum of (i) the amount of
21 Evidence-Based Funding for the prior school year, (ii) the
22 Base Funding Minimum for the prior school year, and (iii)
23 any amount received by a school district pursuant to
24 Section 7 of Article 97 of Public Act 100-21.
25 (f) Percent of Adequacy and Final Resources calculation.
26 (1) The Evidence-Based Funding formula establishes a

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

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

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

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

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1 (A) The Tier 1 Allocation Rate is 30%.
2 (B) The Tier 2 Allocation Rate is the result of the
3 following equation: Tier 2 Aggregate Funding, divided
4 by the sum of the Funding Gaps for all Tier 2
5 Organizational Units, unless the result of such
6 equation is higher than 1.0. If the result of such
7 equation is higher than 1.0, then the Tier 2 Allocation
8 Rate is 1.0.
9 (C) The Tier 3 Allocation Rate is the result of the
10 following equation: Tier 3 Aggregate Funding, divided
11 by the sum of the Adequacy Targets of all Tier 3
12 Organizational Units.
13 (D) The Tier 4 Allocation Rate is the result of the
14 following equation: Tier 4 Aggregate Funding, divided
15 by the sum of the Adequacy Targets of all Tier 4
16 Organizational Units.
17 (5) A tier's Target Ratio is determined as follows:
18 (A) The Tier 1 Target Ratio is the ratio level that
19 allows for Tier 1 Aggregate Funding to be distributed
20 with the Tier 1 Allocation Rate.
21 (B) The Tier 2 Target Ratio is 0.90.
22 (C) The Tier 3 Target Ratio is 1.0.
23 (6) If, at any point, the Tier 1 Target Ratio is
24 greater than 90%, than all Tier 1 funding shall be
25 allocated to Tier 2 and no Tier 1 Organizational Unit's
26 funding may be identified.

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

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

10100HB0027ham001- 57 -LRB101 02993 AXK 56989 a
1 Rate for Tier 1 shall be reduced to a percentage equal
2 to the Tier 1 allocation rate set by paragraph (4) of
3 this subsection (g), multiplied by the result of New
4 State Funds divided by the Minimum Funding Level.
5 (9.5) For State fiscal year 2019 and subsequent State
6 fiscal years, if New State Funds exceed $300,000,000, then
7 any amount in excess of $300,000,000 shall be dedicated for
8 purposes of Section 2-3.170 of this Code up to a maximum of
9 $50,000,000.
10 (10) In the event of a decrease in the amount of the
11 appropriation for this Section in any fiscal year after
12 implementation of this Section, the Organizational Units
13 receiving Tier 1 and Tier 2 funding, as determined under
14 paragraph (3) of this subsection (g), shall be held
15 harmless by establishing a Base Funding Guarantee equal to
16 the per pupil kindergarten through grade 12 funding
17 received in accordance with this Section in the prior
18 fiscal year. Reductions shall be made to the Base Funding
19 Minimum of Organizational Units in Tier 3 and Tier 4 on a
20 per pupil basis equivalent to the total number of the ASE
21 in Tier 3-funded and Tier 4-funded Organizational Units
22 divided by the total reduction in State funding. The Base
23 Funding Minimum as reduced shall continue to be applied to
24 Tier 3 and Tier 4 Organizational Units and adjusted by the
25 relative formula when increases in appropriations for this
26 Section resume. In no event may State funding reductions to

10100HB0027ham001- 58 -LRB101 02993 AXK 56989 a
1 Organizational Units in Tier 3 or Tier 4 exceed an amount
2 that would be less than the Base Funding Minimum
3 established in the first year of implementation of this
4 Section. If additional reductions are required, all school
5 districts shall receive a reduction by a per pupil amount
6 equal to the aggregate additional appropriation reduction
7 divided by the total ASE of all Organizational Units.
8 (11) The State Superintendent shall make minor
9 adjustments to the distribution formula set forth in this
10 subsection (g) to account for the rounding of percentages
11 to the nearest tenth of a percentage and dollar amounts to
12 the nearest whole dollar.
13 (h) State Superintendent administration of funding and
14district submission requirements.
15 (1) The State Superintendent shall, in accordance with
16 appropriations made by the General Assembly, meet the
17 funding obligations created under this Section.
18 (2) The State Superintendent shall calculate the
19 Adequacy Target for each Organizational Unit and Net State
20 Contribution Target for each Organizational Unit under
21 this Section. The State Superintendent shall also certify
22 the actual amounts of the New State Funds payable for each
23 eligible Organizational Unit based on the equitable
24 distribution calculation to the unit's treasurer, as soon
25 as possible after such amounts are calculated, including
26 any applicable adjusted charge-off increase. No

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1 Evidence-Based Funding shall be distributed within an
2 Organizational Unit without the approval of the unit's
3 school board.
4 (3) Annually, the State Superintendent shall calculate
5 and report to each Organizational Unit the unit's aggregate
6 financial adequacy amount, which shall be the sum of the
7 Adequacy Target for each Organizational Unit. The State
8 Superintendent shall calculate and report separately for
9 each Organizational Unit the unit's total State funds
10 allocated for its students with disabilities. The State
11 Superintendent shall calculate and report separately for
12 each Organizational Unit the amount of funding and
13 applicable FTE calculated for each Essential Element of the
14 unit's Adequacy Target.
15 (4) Annually, the State Superintendent shall calculate
16 and report to each Organizational Unit the amount the unit
17 must expend on special education and bilingual education
18 and computer technology and equipment for Organizational
19 Units assigned to Tier 1 or Tier 2 that received an
20 additional $285.50 per student computer technology and
21 equipment investment grant to their Adequacy Target
22 pursuant to the unit's Base Funding Minimum, Special
23 Education Allocation, Bilingual Education Allocation, and
24 computer technology and equipment investment allocation.
25 (5) Moneys distributed under this Section shall be
26 calculated on a school year basis, but paid on a fiscal

10100HB0027ham001- 60 -LRB101 02993 AXK 56989 a
1 year basis, with payments beginning in August and extending
2 through June. Unless otherwise provided, the moneys
3 appropriated for each fiscal year shall be distributed in
4 22 equal payments at least 2 times monthly to each
5 Organizational Unit. The State Board shall publish a yearly
6 distribution schedule at its meeting in June. If moneys
7 appropriated for any fiscal year are distributed other than
8 monthly, the distribution shall be on the same basis for
9 each Organizational Unit.
10 (6) Any school district that fails, for any given
11 school year, to maintain school as required by law or to
12 maintain a recognized school is not eligible to receive
13 Evidence-Based Funding. In case of non-recognition of one
14 or more attendance centers in a school district otherwise
15 operating recognized schools, the claim of the district
16 shall be reduced in the proportion that the enrollment in
17 the attendance center or centers bears to the enrollment of
18 the school district. "Recognized school" means any public
19 school that meets the standards for recognition by the
20 State Board. A school district or attendance center not
21 having recognition status at the end of a school term is
22 entitled to receive State aid payments due upon a legal
23 claim that was filed while it was recognized.
24 (7) School district claims filed under this Section are
25 subject to Sections 18-9 and 18-12 of this Code, except as
26 otherwise provided in this Section.

10100HB0027ham001- 61 -LRB101 02993 AXK 56989 a
1 (8) Each fiscal year, the State Superintendent shall
2 calculate for each Organizational Unit an amount of its
3 Base Funding Minimum and Evidence-Based Funding that shall
4 be deemed attributable to the provision of special
5 educational facilities and services, as defined in Section
6 14-1.08 of this Code, in a manner that ensures compliance
7 with maintenance of State financial support requirements
8 under the federal Individuals with Disabilities Education
9 Act. An Organizational Unit must use such funds only for
10 the provision of special educational facilities and
11 services, as defined in Section 14-1.08 of this Code, and
12 must comply with any expenditure verification procedures
13 adopted by the State Board.
14 (9) All Organizational Units in this State must submit
15 annual spending plans by the end of September of each year
16 to the State Board as part of the annual budget process,
17 which shall describe how each Organizational Unit will
18 utilize the Base Minimum Funding and Evidence-Based
19 funding it receives from this State under this Section with
20 specific identification of the intended utilization of
21 Low-Income, English learner, and special education
22 resources. Additionally, the annual spending plans of each
23 Organizational Unit shall describe how the Organizational
24 Unit expects to achieve student growth and how the
25 Organizational Unit will achieve State education goals, as
26 defined by the State Board. The State Superintendent may,

10100HB0027ham001- 62 -LRB101 02993 AXK 56989 a
1 from time to time, identify additional requisites for
2 Organizational Units to satisfy when compiling the annual
3 spending plans required under this subsection (h). The
4 format and scope of annual spending plans shall be
5 developed by the State Superintendent in conjunction with
6 the Professional Review Panel. School districts that serve
7 students under Article 14C of this Code shall continue to
8 submit information as required under Section 14C-12 of this
9 Code.
10 (10) No later than January 1, 2018, the State
11 Superintendent shall develop a 5-year strategic plan for
12 all Organizational Units to help in planning for adequacy
13 funding under this Section. The State Superintendent shall
14 submit the plan to the Governor and the General Assembly,
15 as provided in Section 3.1 of the General Assembly
16 Organization Act. The plan shall include recommendations
17 for:
18 (A) a framework for collaborative, professional,
19 innovative, and 21st century learning environments
20 using the Evidence-Based Funding model;
21 (B) ways to prepare and support this State's
22 educators for successful instructional careers;
23 (C) application and enhancement of the current
24 financial accountability measures, the approved State
25 plan to comply with the federal Every Student Succeeds
26 Act, and the Illinois Balanced Accountability Measures

10100HB0027ham001- 63 -LRB101 02993 AXK 56989 a
1 in relation to student growth and elements of the
2 Evidence-Based Funding model; and
3 (D) implementation of an effective school adequacy
4 funding system based on projected and recommended
5 funding levels from the General Assembly.
6 (i) Professional Review Panel.
7 (1) A Professional Review Panel is created to study and
8 review the implementation and effect of the Evidence-Based
9 Funding model under this Section and to recommend continual
10 recalibration and future study topics and modifications to
11 the Evidence-Based Funding model. The Panel shall elect a
12 chairperson and vice chairperson by a majority vote of the
13 Panel and shall advance recommendations based on a majority
14 vote of the Panel. A minority opinion may also accompany
15 any recommendation of the majority of the Panel. The Panel
16 shall be appointed by the State Superintendent, except as
17 otherwise provided in paragraph (2) of this subsection (i)
18 and include the following members:
19 (A) Two appointees that represent district
20 superintendents, recommended by a statewide
21 organization that represents district superintendents.
22 (B) Two appointees that represent school boards,
23 recommended by a statewide organization that
24 represents school boards.
25 (C) Two appointees from districts that represent
26 school business officials, recommended by a statewide

10100HB0027ham001- 64 -LRB101 02993 AXK 56989 a
1 organization that represents school business
2 officials.
3 (D) Two appointees that represent school
4 principals, recommended by a statewide organization
5 that represents school principals.
6 (E) Two appointees that represent teachers,
7 recommended by a statewide organization that
8 represents teachers.
9 (F) Two appointees that represent teachers,
10 recommended by another statewide organization that
11 represents teachers.
12 (G) Two appointees that represent regional
13 superintendents of schools, recommended by
14 organizations that represent regional superintendents.
15 (H) Two independent experts selected solely by the
16 State Superintendent.
17 (I) Two independent experts recommended by public
18 universities in this State.
19 (J) One member recommended by a statewide
20 organization that represents parents.
21 (K) Two representatives recommended by collective
22 impact organizations that represent major metropolitan
23 areas or geographic areas in Illinois.
24 (L) One member from a statewide organization
25 focused on research-based education policy to support
26 a school system that prepares all students for college,

10100HB0027ham001- 65 -LRB101 02993 AXK 56989 a
1 a career, and democratic citizenship.
2 (M) One representative from a school district
3 organized under Article 34 of this Code.
4 The State Superintendent shall ensure that the
5 membership of the Panel includes representatives from
6 school districts and communities reflecting the
7 geographic, socio-economic, racial, and ethnic diversity
8 of this State. The State Superintendent shall additionally
9 ensure that the membership of the Panel includes
10 representatives with expertise in bilingual education and
11 special education. Staff from the State Board shall staff
12 the Panel.
13 (2) In addition to those Panel members appointed by the
14 State Superintendent, 4 members of the General Assembly
15 shall be appointed as follows: one member of the House of
16 Representatives appointed by the Speaker of the House of
17 Representatives, one member of the Senate appointed by the
18 President of the Senate, one member of the House of
19 Representatives appointed by the Minority Leader of the
20 House of Representatives, and one member of the Senate
21 appointed by the Minority Leader of the Senate. There shall
22 be one additional member appointed by the Governor. All
23 members appointed by legislative leaders or the Governor
24 shall be non-voting, ex officio members.
25 (3) On an annual basis, the State Superintendent shall
26 recalibrate the following per pupil elements of the

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1 Adequacy Target and applied to the formulas, based on the
2 Panel's study of average expenses as reported in the most
3 recent annual financial report:
4 (A) gifted under subparagraph (M) of paragraph (2)
5 of subsection (b) of this Section;
6 (B) instructional materials under subparagraph (O)
7 of paragraph (2) of subsection (b) of this Section;
8 (C) assessment under subparagraph (P) of paragraph
9 (2) of subsection (b) of this Section;
10 (D) student activities under subparagraph (R) of
11 paragraph (2) of subsection (b) of this Section;
12 (E) maintenance and operations under subparagraph
13 (S) of paragraph (2) of subsection (b) of this Section;
14 and
15 (F) central office under subparagraph (T) of
16 paragraph (2) of subsection (b) of this Section.
17 (4) On a periodic basis, the Panel shall study all the
18 following elements and make recommendations to the State
19 Board, the General Assembly, and the Governor for
20 modification of this Section:
21 (A) The format and scope of annual spending plans
22 referenced in paragraph (9) of subsection (h) of this
23 Section.
24 (B) The Comparable Wage Index under this Section,
25 to be studied by the Panel and reestablished by the
26 State Superintendent every 5 years.

10100HB0027ham001- 67 -LRB101 02993 AXK 56989 a
1 (C) Maintenance and operations. Within 5 years
2 after the implementation of this Section, the Panel
3 shall make recommendations for the further study of
4 maintenance and operations costs, including capital
5 maintenance costs, and recommend any additional
6 reporting data required from Organizational Units.
7 (D) "At-risk student" definition. Within 5 years
8 after the implementation of this Section, the Panel
9 shall make recommendations for the further study and
10 determination of an "at-risk student" definition.
11 Within 5 years after the implementation of this
12 Section, the Panel shall evaluate and make
13 recommendations regarding adequate funding for poverty
14 concentration under the Evidence-Based Funding model.
15 (E) Benefits. Within 5 years after the
16 implementation of this Section, the Panel shall make
17 recommendations for further study of benefit costs.
18 (F) Technology. The per pupil target for
19 technology shall be reviewed every 3 years to determine
20 whether current allocations are sufficient to develop
21 21st century learning in all classrooms in this State
22 and supporting a one-to-one technological device
23 program in each school. Recommendations shall be made
24 no later than 3 years after the implementation of this
25 Section.
26 (G) Local Capacity Target. Within 3 years after the

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1 implementation of this Section, the Panel shall make
2 recommendations for any additional data desired to
3 analyze possible modifications to the Local Capacity
4 Target, to be based on measures in addition to solely
5 EAV and to be completed within 5 years after
6 implementation of this Section.
7 (H) Funding for Alternative Schools, Laboratory
8 Schools, safe schools, and alternative learning
9 opportunities programs. By the beginning of the
10 2021-2022 school year, the Panel shall study and make
11 recommendations regarding the funding levels for
12 Alternative Schools, Laboratory Schools, safe schools,
13 and alternative learning opportunities programs in
14 this State.
15 (I) Funding for college and career acceleration
16 strategies. By the beginning of the 2021-2022 school
17 year, the Panel shall study and make recommendations
18 regarding funding levels to support college and career
19 acceleration strategies in high school that have been
20 demonstrated to result in improved secondary and
21 postsecondary outcomes, including Advanced Placement,
22 dual-credit opportunities, and college and career
23 pathway systems.
24 (J) Special education investments. By the
25 beginning of the 2021-2022 school year, the Panel shall
26 study and make recommendations on whether and how to

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1 account for disability types within the special
2 education funding category.
3 (K) Early childhood investments. In collaboration
4 with the Illinois Early Learning Council, the Panel
5 shall include an analysis of what level of Preschool
6 for All Children funding would be necessary to serve
7 all children ages 0 through 5 years in the
8 highest-priority service tier, as specified in
9 paragraph (4.5) of subsection (a) of Section 2-3.71 of
10 this Code, and an analysis of the potential cost
11 savings that that level of Preschool for All Children
12 investment would have on the kindergarten through
13 grade 12 system.
14 (5) Within 5 years after the implementation of this
15 Section, the Panel shall complete an evaluative study of
16 the entire Evidence-Based Funding model, including an
17 assessment of whether or not the formula is achieving State
18 goals. The Panel shall report to the State Board, the
19 General Assembly, and the Governor on the findings of the
20 study.
21 (6) Within 3 years after the implementation of this
22 Section, the Panel shall evaluate and provide
23 recommendations to the Governor and the General Assembly on
24 the hold-harmless provisions of this Section found in the
25 Base Funding Minimum.
26 (j) References. Beginning July 1, 2017, references in other

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1laws to general State aid funds or calculations under Section
218-8.05 of this Code (now repealed) shall be deemed to be
3references to evidence-based model formula funds or
4calculations under this Section.
5(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18;
6100-582, eff. 3-23-18.)".
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