Bill Amendment: IL SB0013 | 2025-2026 | 104th General Assembly
NOTE: For additional amemendments please see the Bill Drafting List
Bill Title: EQUITABLE UNIVERSITY FUNDING
Status: 2026-06-01 - Senate Committee Amendment No. 2 Rule 3-9(a) / Re-referred to Assignments [SB0013 Detail]
Download: Illinois-2025-SB0013-Senate_Amendment_002.html
Bill Title: EQUITABLE UNIVERSITY FUNDING
Status: 2026-06-01 - Senate Committee Amendment No. 2 Rule 3-9(a) / Re-referred to Assignments [SB0013 Detail]
Download: Illinois-2025-SB0013-Senate_Amendment_002.html
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| 1 | AMENDMENT TO SENATE BILL 13 | ||||||
| 2 | AMENDMENT NO. ______. Amend Senate Bill 13, AS AMENDED, by | ||||||
| 3 | replacing everything after the enacting clause with the | ||||||
| 4 | following: | ||||||
| 5 | "Section 1. Short title. This Act may be cited as the | ||||||
| 6 | Adequate and Equitable Public University Funding Act. | ||||||
| 7 | Section 5. Findings. The General Assembly makes all of the | ||||||
| 8 | following findings: | ||||||
| 9 | (1) A thriving postsecondary education system enriches | ||||||
| 10 | the State and its residents. | ||||||
| 11 | (2) Illinois requires an adequate, equitable, and | ||||||
| 12 | stable approach to funding public universities. | ||||||
| 13 | (3) Historic inequities in university funding underlie | ||||||
| 14 | current gaps in access, retention, and attainment among | ||||||
| 15 | different groups of students in this State. | ||||||
| 16 | (4) The State must seek to reduce on behalf of | ||||||
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| 1 | underserved students the significant disparities in public | ||||||
| 2 | university access, affordability, and measures of | ||||||
| 3 | retention, progress, and degree completion, by, among | ||||||
| 4 | other things, addressing the influence of disparities in | ||||||
| 5 | resources by race, income, age of entry, and location. | ||||||
| 6 | (5) High-quality, evidence-based student support has | ||||||
| 7 | been shown to improve enrollment and outcomes for | ||||||
| 8 | students. | ||||||
| 9 | (6) Illinois' public universities have a variety of | ||||||
| 10 | missions and characteristics. | ||||||
| 11 | (7) Through "A Thriving Illinois: Higher Education | ||||||
| 12 | Paths to Equity, Sustainability, and Growth", the State | ||||||
| 13 | has set systemwide goals for equity, sustainability, and | ||||||
| 14 | growth, and the General Assembly must strategically fund | ||||||
| 15 | public universities to achieve these goals. | ||||||
| 16 | (8) As State funding has decreased, Illinois' public | ||||||
| 17 | universities have become increasingly reliant on tuition | ||||||
| 18 | and fees, increasing the debt students take on to fund | ||||||
| 19 | their education. | ||||||
| 20 | (9) Public universities should be funded sufficiently | ||||||
| 21 | to achieve student, institutional, and State goals. | ||||||
| 22 | (10) Public higher education should be affordable for | ||||||
| 23 | all students. | ||||||
| 24 | (11) Increasing public funding for public universities | ||||||
| 25 | should be paired with increased transparency and | ||||||
| 26 | accountability. | ||||||
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| 1 | Section 10. Purpose. It is the purpose of this Act to | ||||||
| 2 | establish an adequate and equitable funding formula for public | ||||||
| 3 | universities that shall do all of the following: | ||||||
| 4 | (1) ensure that the State provides adequate, | ||||||
| 5 | equitable, and stable funding for public universities that | ||||||
| 6 | is particularly directed to serving students from groups | ||||||
| 7 | for whom there is evidence of meaningful gaps in | ||||||
| 8 | enrollment, retention, and completion compared to their | ||||||
| 9 | peers; | ||||||
| 10 | (2) determine, for each eligible public institution, a | ||||||
| 11 | funding level based on the unique needs of the eligible | ||||||
| 12 | public institution's student body and the eligible public | ||||||
| 13 | institution's mission and mix of programs; | ||||||
| 14 | (3) encourage greater access and success for students | ||||||
| 15 | who are, based on evidence, less likely to enroll, | ||||||
| 16 | persist, progress, and complete their selected programs of | ||||||
| 17 | study; | ||||||
| 18 | (4) provide a funding increase to each eligible public | ||||||
| 19 | institution when new funds are invested; | ||||||
| 20 | (5) support the diverse missions of each eligible | ||||||
| 21 | public institution; | ||||||
| 22 | (6) foster economic activity and innovation; | ||||||
| 23 | (7) ensure that each eligible public institution has | ||||||
| 24 | the flexibility to invest in ways that best serve the | ||||||
| 25 | eligible public institution's students; | ||||||
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| 1 | (8) allow for ongoing monitoring and continuous | ||||||
| 2 | improvement of the adequate and equitable funding formula | ||||||
| 3 | for eligible public institutions; | ||||||
| 4 | (9) incentivize each eligible public institution to | ||||||
| 5 | reduce reliance on student tuition and fees with increased | ||||||
| 6 | State investment; | ||||||
| 7 | (10) distribute new funding through an equitable | ||||||
| 8 | allocation that drives resources to eligible public | ||||||
| 9 | institutions that are furthest from adequate funding; and | ||||||
| 10 | (11) ensure that each eligible public institution is | ||||||
| 11 | held harmless in the transition to a new funding model. | ||||||
| 12 | Section 15. Definitions. In this Act: | ||||||
| 13 | "Academic and nonacademic support" means a per-student | ||||||
| 14 | funding amount required to cover costs related to providing | ||||||
| 15 | high-impact support for student retention and completion. | ||||||
| 16 | "Academic support" includes, but is not limited to, | ||||||
| 17 | support for curriculum design, faculty, and staff training, | ||||||
| 18 | academic advising, career services, tutoring, disability | ||||||
| 19 | resource services, and research initiatives. | ||||||
| 20 | "Access adjustment" means an adjustment to access support | ||||||
| 21 | for the increased costs of closing enrollment gaps for | ||||||
| 22 | underserved students. | ||||||
| 23 | "Access support" means a per-student funding amount | ||||||
| 24 | required to cover costs related to outreach, recruitment, and | ||||||
| 25 | enrollment of students, including admissions and financial aid | ||||||
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| 1 | offices. | ||||||
| 2 | "Adequacy components" means the components of an adequate | ||||||
| 3 | education, including the components necessary to provide | ||||||
| 4 | instruction and student services, to advance the eligible | ||||||
| 5 | public institution's research and public service mission, and | ||||||
| 6 | to cover its operations and maintenance needs. | ||||||
| 7 | "Adequacy gap" means the dollar or percentage funding gap | ||||||
| 8 | between the adequacy target of an eligible public institution | ||||||
| 9 | and the resource profile of that eligible public institution. | ||||||
| 10 | "Adequacy gap formula" means a formula for distributing | ||||||
| 11 | funds among eligible public institutions based on an eligible | ||||||
| 12 | public institution's adequacy gap, as calculated on a | ||||||
| 13 | percentage basis. | ||||||
| 14 | "Adequacy target" means the amount of funding a particular | ||||||
| 15 | eligible public institution needs to cover the expenses of | ||||||
| 16 | instruction and student services, the eligible public | ||||||
| 17 | institution's research and public service mission, and | ||||||
| 18 | operations and maintenance associated with the student | ||||||
| 19 | population the eligible public institution serves and the | ||||||
| 20 | eligible public institution's institutional characteristics, | ||||||
| 21 | as well as to support closing gaps in enrollment, retention, | ||||||
| 22 | or completion for underserved students. | ||||||
| 23 | "Affordability" means the total expense of attendance that | ||||||
| 24 | a student can reasonably be expected to pay given the | ||||||
| 25 | student's means. | ||||||
| 26 | "Annual formula funding" means the sum of the following | ||||||
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| 1 | State appropriations for the fiscal year: the base funding | ||||||
| 2 | minimum appropriated for each eligible public institution for | ||||||
| 3 | the fiscal year, plus all new State formula funding | ||||||
| 4 | appropriated for the fiscal year. | ||||||
| 5 | "Base funding minimum" means the minimum funding amount | ||||||
| 6 | each year per eligible public institution to which new State | ||||||
| 7 | formula funding is added, as calculated in subsection (b) of | ||||||
| 8 | Section 35. | ||||||
| 9 | "Base net tuition revenue" means the average of net | ||||||
| 10 | tuition revenue for an eligible public institution for each of | ||||||
| 11 | Fiscal Years 2024, 2025, and 2026. | ||||||
| 12 | "Base net tuition revenue per student" means the base net | ||||||
| 13 | tuition revenue for an eligible public institution divided by | ||||||
| 14 | the institution's average head count for Fiscal Years 2024, | ||||||
| 15 | 2025, and 2026. | ||||||
| 16 | "Board" means the Board of Higher Education. | ||||||
| 17 | "Carnegie Classification system" means the most recent | ||||||
| 18 | version of the Research Activity Designations system developed | ||||||
| 19 | and maintained by the American Council on Education, which | ||||||
| 20 | classifies higher education institutions. | ||||||
| 21 | "Concentration factor adjustment" means an adjustment to | ||||||
| 22 | academic and nonacademic support based on the percentage of | ||||||
| 23 | all undergraduate students who meet the requirements for a | ||||||
| 24 | high and intensive holistic support equity adjustment. | ||||||
| 25 | "Core instructional program adjustment" means an | ||||||
| 26 | adjustment to core instructional program support to cover the | ||||||
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| 1 | increased costs of high-cost programs, health professional | ||||||
| 2 | programs, and medical programs. | ||||||
| 3 | "Core instructional program support" means a per-student | ||||||
| 4 | funding amount required to cover costs related to delivering | ||||||
| 5 | instructional programs. | ||||||
| 6 | "Current enrollment" means the unduplicated number of | ||||||
| 7 | degree-seeking students enrolled in an eligible public | ||||||
| 8 | institution in the fall of the most recent academic year for | ||||||
| 9 | which data is available. | ||||||
| 10 | "Dentistry program adjustment" means an adjustment to core | ||||||
| 11 | instructional program support calculated by the Board to cover | ||||||
| 12 | the increased cost of offering dentistry degree programs. | ||||||
| 13 | "Distribution formula" means the formula for calculating | ||||||
| 14 | funding amounts to be provided to each eligible public | ||||||
| 15 | institution, as set forth in Section 35. | ||||||
| 16 | "Diversity programs adjustment" means an adjustment to | ||||||
| 17 | core instructional program support for underrepresented | ||||||
| 18 | students enrolled in high-cost programs, health professional | ||||||
| 19 | programs, pharmacy programs, physician assistant programs, | ||||||
| 20 | dentistry programs, and medical programs, including | ||||||
| 21 | undergraduate, graduate, or professional studies. | ||||||
| 22 | "Dollar gap formula" means a formula for distributing | ||||||
| 23 | funds among eligible public institutions based on an eligible | ||||||
| 24 | public institution's adequacy gap in absolute dollars. | ||||||
| 25 | "Eligible public institution" means each of the following | ||||||
| 26 | public institutions of higher education: Chicago State | ||||||
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| 1 | University; Eastern Illinois University; Governors State | ||||||
| 2 | University; Illinois State University; Northeastern Illinois | ||||||
| 3 | University; Northern Illinois University; Southern Illinois | ||||||
| 4 | University at Carbondale, including the Southern Illinois | ||||||
| 5 | University School of Medicine; Southern Illinois University at | ||||||
| 6 | Edwardsville; the University of Illinois at Chicago, including | ||||||
| 7 | the University of Illinois at Chicago School of Medicine; the | ||||||
| 8 | University of Illinois at Springfield; the University of | ||||||
| 9 | Illinois at Urbana-Champaign, including the University of | ||||||
| 10 | Illinois at Urbana-Champaign School of Medicine; Western | ||||||
| 11 | Illinois University; or any other public college or university | ||||||
| 12 | now or hereafter established or authorized by the General | ||||||
| 13 | Assembly and deemed to be eligible for funding through the | ||||||
| 14 | adequate and equitable funding formula by the Board, except a | ||||||
| 15 | community college. | ||||||
| 16 | "Eligible public institution adequacy gap percentage" | ||||||
| 17 | means the ratio of an eligible public institution's adequacy | ||||||
| 18 | gap and its adequacy target. | ||||||
| 19 | "Funding formula" means the adequate and equitable funding | ||||||
| 20 | formula for public universities created under this Act. | ||||||
| 21 | "Funding Formula Review Panel" means the panel established | ||||||
| 22 | under Section 45. | ||||||
| 23 | "Head count" or "per-student" means the rolling 3-year | ||||||
| 24 | average of the unduplicated number of degree-seeking | ||||||
| 25 | individuals enrolled in an eligible public institution, | ||||||
| 26 | independent of the number of credit hours the individual is | ||||||
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| 1 | taking. | ||||||
| 2 | "Health professional program adjustment" means an | ||||||
| 3 | adjustment to core instructional program support calculated by | ||||||
| 4 | the Board to cover the increased costs of offering master's | ||||||
| 5 | and doctoral degree programs in the following disciplines: | ||||||
| 6 | veterinary medicine, physical therapy, and audiology and | ||||||
| 7 | speech pathology. | ||||||
| 8 | "High-cost program adjustment" means an adjustment to core | ||||||
| 9 | instructional program support calculated by the Board to cover | ||||||
| 10 | the higher costs of offering certain programs, including, but | ||||||
| 11 | not limited to, engineering, fine arts, and registered | ||||||
| 12 | nursing. These programs shall be identified based on | ||||||
| 13 | consistently higher than average costs relative to other | ||||||
| 14 | programs at the same level across multiple institutions, time | ||||||
| 15 | periods, and states. | ||||||
| 16 | "Holistic support equity adjustment" means an adjustment | ||||||
| 17 | to academic and nonacademic support for the increased costs of | ||||||
| 18 | closing retention gaps for underserved students. | ||||||
| 19 | "Institutional ratio cut" means the calculation used to | ||||||
| 20 | apply the reduction ratio to the amount of the funding | ||||||
| 21 | reduction in a given fiscal year. | ||||||
| 22 | "Institutional support" means a per-student funding amount | ||||||
| 23 | required to cover costs related to the basic administration of | ||||||
| 24 | an eligible public institution, such as central | ||||||
| 25 | administration, business office, and human resource costs. | ||||||
| 26 | "International student" means a foreign student who has | ||||||
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| 1 | studied at a foreign secondary school or university or | ||||||
| 2 | requires a nonimmigrant visa to study in the United States. | ||||||
| 3 | "Laboratory space" has the meaning as specified in United | ||||||
| 4 | States Department of Education's "Postsecondary Education | ||||||
| 5 | Facilities Inventory and Classification Manual" and reported | ||||||
| 6 | by public universities to the Board in the annual Resource | ||||||
| 7 | Allocation and Management Program (RAMP) document. | ||||||
| 8 | "Laboratory space adjustment" means an adjustment to | ||||||
| 9 | physical plant support based on the cost of maintaining | ||||||
| 10 | laboratory space. | ||||||
| 11 | "Medical program adjustment" means an adjustment to core | ||||||
| 12 | instructional program support calculated by the Board to cover | ||||||
| 13 | the increased costs of offering medical degree programs. | ||||||
| 14 | "Net tuition revenue" means the gross tuition and | ||||||
| 15 | mandatory fee revenue of an eligible public institution for a | ||||||
| 16 | fiscal year, subtracting scholarships and waivers awarded to | ||||||
| 17 | students in that fiscal year. Gross tuition and mandatory fees | ||||||
| 18 | under this calculation do not include student health insurance | ||||||
| 19 | fees. Scholarships and waivers to be subtracted include those | ||||||
| 20 | provided from general appropriations and institution revenue. | ||||||
| 21 | Scholarships and waivers provided by any source outside of the | ||||||
| 22 | institution, including nonprofit organizations, federal | ||||||
| 23 | sources, including, but not limited to, Pell grants, and State | ||||||
| 24 | sources, including, but not limited to, Monetary Award Program | ||||||
| 25 | grants, shall not be subtracted from gross tuition and | ||||||
| 26 | mandatory fee revenue in this calculation. | ||||||
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| 1 | "New State formula funding" means, for a given fiscal | ||||||
| 2 | year, all State funds appropriated for the adequate and | ||||||
| 3 | equitable funding formula for public universities in excess of | ||||||
| 4 | the amount provided in the previous fiscal year. | ||||||
| 5 | "Nonacademic support" includes, but is not limited to, | ||||||
| 6 | academic success programs that serve underrepresented, | ||||||
| 7 | first-generation, low-income students, mental health and | ||||||
| 8 | counseling services, resource centers, cultural or identity | ||||||
| 9 | centers, experiential learning, transfer initiatives, housing, | ||||||
| 10 | child care, emergency aid, and other wrap-around services. | ||||||
| 11 | "Percentage gap" means the size of an eligible public | ||||||
| 12 | institution's adequacy gap measured by dividing its adequacy | ||||||
| 13 | gap in dollars by its adequacy target. | ||||||
| 14 | "Pharmacy program adjustment" means an adjustment to core | ||||||
| 15 | instructional program support calculated by the Board to cover | ||||||
| 16 | the increased cost of offering pharmacy degree programs. | ||||||
| 17 | "Physical plant support" means a per-student funding | ||||||
| 18 | amount required to cover costs related to the operation and | ||||||
| 19 | maintenance of a physical campus of an eligible public | ||||||
| 20 | institution, including, but not limited to, custodial | ||||||
| 21 | services, snow removal, painting, and repairs. | ||||||
| 22 | "Physician assistant program adjustment" means an | ||||||
| 23 | adjustment to core instructional program support calculated by | ||||||
| 24 | the Board to cover the increased cost of offering physician | ||||||
| 25 | assistant degree programs. | ||||||
| 26 | "Public service and artistry support" means a per-student | ||||||
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| 1 | funding amount required to cover costs related to public | ||||||
| 2 | service and artistry. | ||||||
| 3 | "Public university" means the University of Illinois, | ||||||
| 4 | Southern Illinois University, Chicago State University, | ||||||
| 5 | Eastern Illinois University, Governors State University, | ||||||
| 6 | Illinois State University, Northeastern Illinois University, | ||||||
| 7 | Northern Illinois University, Western Illinois University, or | ||||||
| 8 | any other public college or university now or hereafter | ||||||
| 9 | established or authorized by the General Assembly, except a | ||||||
| 10 | community college. | ||||||
| 11 | "Research support" means a per-student funding amount | ||||||
| 12 | required to cover costs related to research. | ||||||
| 13 | "Resource profile" means the resources available to a | ||||||
| 14 | public university to cover the costs of the adequacy target. | ||||||
| 15 | "School size adjustment" means an adjustment to | ||||||
| 16 | institutional support for an eligible public institution with | ||||||
| 17 | a head count of less than 20,000 students. | ||||||
| 18 | "Statewide adequacy gap" means the difference between (i) | ||||||
| 19 | the cumulative total of each eligible public institution's | ||||||
| 20 | adequacy targets and (ii) the cumulative total of each | ||||||
| 21 | eligible public institution's resource profile. | ||||||
| 22 | "Statewide gap" means the statewide funding gap determined | ||||||
| 23 | by dividing the adequacy target of all eligible public | ||||||
| 24 | institutions by the resource profile of all eligible public | ||||||
| 25 | institutions, measured as a percentage. | ||||||
| 26 | "Underserved students" means students or student groups | ||||||
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| 1 | that have gaps in enrollment, retention, or completion between | ||||||
| 2 | their population and a relevant comparison group based on data | ||||||
| 3 | available to the State. The Board shall determine which | ||||||
| 4 | students or student groups meet this term through a | ||||||
| 5 | data-informed determination of "underserved students" that | ||||||
| 6 | shall be updated every 3 years. The Board shall consider data | ||||||
| 7 | about postsecondary enrollment patterns, student demographics, | ||||||
| 8 | student and family income levels, student outcomes, and | ||||||
| 9 | geographic distribution in developing its determination. By | ||||||
| 10 | January 15 of each year, the Board shall publish on its website | ||||||
| 11 | and report to the Governor and the General Assembly the | ||||||
| 12 | students or student groups that the Board has determined meet | ||||||
| 13 | this term. | ||||||
| 14 | Section 20. Adequate and equitable funding formula for | ||||||
| 15 | public universities. | ||||||
| 16 | (a) In Fiscal Year 2028 and in each fiscal year | ||||||
| 17 | thereafter, all general operating expenses for public | ||||||
| 18 | universities shall be distributed in the manner prescribed in | ||||||
| 19 | subsection (d) of Section 35 and through the funding formula | ||||||
| 20 | created under this Act for public universities. | ||||||
| 21 | (b) The funding formula shall operate as follows: | ||||||
| 22 | (1) The Board shall use the formula in Section 25 to | ||||||
| 23 | calculate the adequacy target for each eligible public | ||||||
| 24 | institution. | ||||||
| 25 | (2) The Board shall use the formula in Section 30 to | ||||||
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| 1 | calculate the resource profile for each eligible public | ||||||
| 2 | institution. | ||||||
| 3 | (3) After calculating the adequacy target and resource | ||||||
| 4 | profile for each eligible public institution, the Board | ||||||
| 5 | shall subtract the resource profile from the adequacy | ||||||
| 6 | target to determine the adequacy gap for each eligible | ||||||
| 7 | public institution. | ||||||
| 8 | (4) The Board shall use the distribution formula set | ||||||
| 9 | forth in Section 35 to calculate the amount of the new | ||||||
| 10 | funding to each eligible public institution. The Board | ||||||
| 11 | shall outline what conditions, if any, come with the new | ||||||
| 12 | funding as established in Section 40. | ||||||
| 13 | (c) By January 15 annually, the Board shall publish on its | ||||||
| 14 | website and provide to the Governor and General Assembly the | ||||||
| 15 | adequacy target, resource profile, and adequacy gap for each | ||||||
| 16 | eligible public institution and shall make recommendations for | ||||||
| 17 | appropriations for the upcoming fiscal year. Based on its | ||||||
| 18 | recommendations, the Board shall also publish the amount of | ||||||
| 19 | new funding to allocate to each eligible public institution. | ||||||
| 20 | Section 25. Adequacy target. | ||||||
| 21 | (a) As used in this Section, "underrepresented students" | ||||||
| 22 | means student groups whose share of the head count of the | ||||||
| 23 | relevant core instructional program across all eligible public | ||||||
| 24 | institutions is less than the share of that same student group | ||||||
| 25 | across every eligible public institution's undergraduate head | ||||||
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| 1 | count. | ||||||
| 2 | (b) The adequacy target for each eligible public | ||||||
| 3 | institution is the sum of the eligible public institution's | ||||||
| 4 | cost of providing an equitable and adequate education based on | ||||||
| 5 | the specific characteristics of the per student adequacy | ||||||
| 6 | components and institutional adequacy components, as | ||||||
| 7 | calculated in this Section. | ||||||
| 8 | (c) The adequacy components adjustments shall be evaluated | ||||||
| 9 | and adjusted under subsection (j) of Section 45. In Fiscal | ||||||
| 10 | Year 2029 and in each fiscal year thereafter, the dollar value | ||||||
| 11 | of each of the base amounts and any adjustment represented by a | ||||||
| 12 | dollar value identified in this Section shall be increased | ||||||
| 13 | annually, on a cumulative basis, by a percentage equal to the | ||||||
| 14 | percentage change, if any, in the Employment Cost Index | ||||||
| 15 | (Midwest Economy) published by the Bureau of Labor Statistics | ||||||
| 16 | of the United States Department of Labor for the 4-quarter | ||||||
| 17 | period ending on December 31 of the immediately preceding | ||||||
| 18 | fiscal year. The adequacy target of an eligible public | ||||||
| 19 | institution in a fiscal year shall be the sum of its adequacy | ||||||
| 20 | components for the fiscal year, adjusted for inflation as | ||||||
| 21 | provided in this subsection (c). | ||||||
| 22 | (d) The Board shall include in each eligible public | ||||||
| 23 | institution's adequacy target the amount required to provide | ||||||
| 24 | students with access support as follows: | ||||||
| 25 | (1) Access support in the base amount of $1,136 per | ||||||
| 26 | student. | ||||||
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| 1 | (2) Access adjustments to the access support base | ||||||
| 2 | shall be determined as follows: | ||||||
| 3 | (A) an additional $500 for each undergraduate | ||||||
| 4 | included in the eligible public institution's head | ||||||
| 5 | count who meets the requirements for a low-access | ||||||
| 6 | adjustment as defined in subsection (k); and | ||||||
| 7 | (B) an additional $1,000 for each undergraduate | ||||||
| 8 | included in the eligible public institution's head | ||||||
| 9 | count who meets the requirements for a medium-access | ||||||
| 10 | adjustment as defined in subsection (k). | ||||||
| 11 | (e) The Board shall include in each eligible public | ||||||
| 12 | institution's adequacy target the amount required to provide | ||||||
| 13 | students with academic and nonacademic support as follows: | ||||||
| 14 | (1) Academic and nonacademic support in the base | ||||||
| 15 | amount of $2,196 per student. | ||||||
| 16 | (2) A holistic support equity adjustment to the | ||||||
| 17 | academic and nonacademic support base, determined as | ||||||
| 18 | follows: | ||||||
| 19 | (A) An additional $2,000 for each student included | ||||||
| 20 | in the eligible public institution's head count who | ||||||
| 21 | meets the requirements for a low holistic support | ||||||
| 22 | equity adjustment as defined in subsection (l). | ||||||
| 23 | (B) An additional $4,000 for each student included | ||||||
| 24 | in the eligible public institution's head count who | ||||||
| 25 | meets the requirements for a medium holistic support | ||||||
| 26 | equity adjustment as defined in subsection (l). | ||||||
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| 1 | (C) An additional $6,000 for each student included | ||||||
| 2 | in the eligible public institution's head count who | ||||||
| 3 | meets the requirements for a high holistic support | ||||||
| 4 | equity adjustment as defined in subsection (l). | ||||||
| 5 | (D) An additional $8,000 for each student included | ||||||
| 6 | in the eligible public institution's head count who | ||||||
| 7 | meets the requirements for an intensive holistic | ||||||
| 8 | support equity adjustment as defined in subsection | ||||||
| 9 | (l). | ||||||
| 10 | (3) A concentration factor adjustment to the academic | ||||||
| 11 | and nonacademic support base, determined as follows: | ||||||
| 12 | (A) If 75% or more of the undergraduates included | ||||||
| 13 | in an eligible public institution's head count meet | ||||||
| 14 | the requirements for a high holistic support equity | ||||||
| 15 | adjustment or an intensive holistic support equity | ||||||
| 16 | adjustment, then each of the holistic support equity | ||||||
| 17 | adjustment amounts described in paragraph (2) of this | ||||||
| 18 | subsection (e) shall be increased by a concentration | ||||||
| 19 | factor of 50%. | ||||||
| 20 | (B) If 60% or more but less than 75% of the | ||||||
| 21 | undergraduates included in an eligible public | ||||||
| 22 | institution's head count meet the requirements for a | ||||||
| 23 | high holistic support equity adjustment or an | ||||||
| 24 | intensive holistic support equity adjustment, then | ||||||
| 25 | each of the holistic support equity adjustment amounts | ||||||
| 26 | described in paragraph (2) of this subsection (e) | ||||||
| |||||||
| |||||||
| 1 | shall be increased by a concentration factor of 30%. | ||||||
| 2 | (C) If 50% or more but less than 60% of the | ||||||
| 3 | undergraduates included in an eligible public | ||||||
| 4 | institution's head count meet the requirements for a | ||||||
| 5 | high holistic support equity adjustment or an | ||||||
| 6 | intensive holistic support equity adjustment, then | ||||||
| 7 | each of the holistic support equity adjustment amounts | ||||||
| 8 | described in paragraph (2) of this subsection (e) | ||||||
| 9 | shall be increased by a concentration factor of 10%. | ||||||
| 10 | (f) The Board shall include in each eligible public | ||||||
| 11 | institution's adequacy target the amount required to provide | ||||||
| 12 | students with core instructional program support as follows: | ||||||
| 13 | (1) Core instructional program support in the base | ||||||
| 14 | amount of $9,797 per student. | ||||||
| 15 | (2) For Fiscal Year 2028 and Fiscal Year 2029, the | ||||||
| 16 | high-cost and high-priority programs to be included in the | ||||||
| 17 | adjustment are as follows: | ||||||
| 18 | (A) Engineering (all Classification of | ||||||
| 19 | Instructional Programs (CIP) codes 14.XXXX). | ||||||
| 20 | (B) Fine arts (all CIP codes 50.XXXX). | ||||||
| 21 | (C) Registered nursing (CIP code 51.38XX). | ||||||
| 22 | (D) Other health professional programs (CIP codes | ||||||
| 23 | 01.8001, 51.0201, 51.0202, 51.0204, 51.0401, 51.2001, | ||||||
| 24 | 51.2308, and 51.3818). | ||||||
| 25 | (3) A high-cost program adjustment to core | ||||||
| 26 | instructional program support base, determined as follows: | ||||||
| |||||||
| |||||||
| 1 | (A) The core instructional program support base | ||||||
| 2 | amount shall be increased by 20% for each student | ||||||
| 3 | participating in a high-cost program at the eligible | ||||||
| 4 | public institution and shall be increased by an | ||||||
| 5 | additional 45% for each underrepresented student | ||||||
| 6 | participating in a high-cost program. | ||||||
| 7 | (B) The core instructional program support base | ||||||
| 8 | amount shall be increased by 100% for each student | ||||||
| 9 | participating in a health professional program at the | ||||||
| 10 | eligible public institution and shall be increased by | ||||||
| 11 | an additional 87% for each underrepresented student | ||||||
| 12 | participating in a health professional program. | ||||||
| 13 | (C) The core instructional program support base | ||||||
| 14 | amount shall be increased by 330% for each student | ||||||
| 15 | participating in a pharmacy program at the eligible | ||||||
| 16 | public institution and shall be increased by an | ||||||
| 17 | additional 44% for each underrepresented student | ||||||
| 18 | participating in a pharmacy program. | ||||||
| 19 | (D) The core instructional program support base | ||||||
| 20 | amount shall be increased by 330% for each student | ||||||
| 21 | participating in a physician assistant program at the | ||||||
| 22 | eligible public institution and shall be increased by | ||||||
| 23 | an additional 18% for each underrepresented student | ||||||
| 24 | participating in a physician assistant program. | ||||||
| 25 | (E) The core instructional program support base | ||||||
| 26 | amount shall be increased by 610% for each student | ||||||
| |||||||
| |||||||
| 1 | participating in a dentistry program at the eligible | ||||||
| 2 | public institution and shall be increased by an | ||||||
| 3 | additional 61% for each underrepresented student | ||||||
| 4 | participating in a dentistry program. | ||||||
| 5 | (F) The core instructional program support base | ||||||
| 6 | amount shall be increased by 1,400% for each student | ||||||
| 7 | participating in a medical program at the eligible | ||||||
| 8 | public institution and shall be increased by an | ||||||
| 9 | additional 18% for each underrepresented student | ||||||
| 10 | participating in a medical program. | ||||||
| 11 | (g) The Board shall include in each eligible public | ||||||
| 12 | institution's adequacy target the amount required to conduct | ||||||
| 13 | research as follows: | ||||||
| 14 | (1) Research support in the base amount of $600 per | ||||||
| 15 | student. | ||||||
| 16 | (2) A research support adjustment, determined as | ||||||
| 17 | follows: | ||||||
| 18 | (A) an additional $500 for each student included | ||||||
| 19 | in the eligible public institution's head count if the | ||||||
| 20 | eligible public institution is designated as a | ||||||
| 21 | Research College and University under the Carnegie | ||||||
| 22 | Classification system; | ||||||
| 23 | (B) an additional $700 for each student included | ||||||
| 24 | in the eligible public institution's head count if the | ||||||
| 25 | eligible public institution is under the category of | ||||||
| 26 | R2: High Research Spending and Doctorate Production | ||||||
| |||||||
| |||||||
| 1 | under the Carnegie Classification system; or | ||||||
| 2 | (C) an additional $1,200 for each student included | ||||||
| 3 | in the eligible public institution's head count if the | ||||||
| 4 | eligible public institution is under the category of | ||||||
| 5 | R1: Very High Research Spending and Doctorate | ||||||
| 6 | Production under the Carnegie Classification system. | ||||||
| 7 | (h) The Board shall include in each eligible public | ||||||
| 8 | institution's adequacy target the base amount of $200 per head | ||||||
| 9 | count to promote public service and artistry. | ||||||
| 10 | (i) The Board shall include in each eligible public | ||||||
| 11 | institution's adequacy target the amount required to provide | ||||||
| 12 | institutional support as follows: | ||||||
| 13 | (1) Institutional support in the base amount of $1,941 | ||||||
| 14 | per student. | ||||||
| 15 | (2) A school size adjustment applied to any eligible | ||||||
| 16 | public institution with a head count of less than 20,000 | ||||||
| 17 | students. The school size adjustment shall be calculated | ||||||
| 18 | by subtracting the eligible public institution's head | ||||||
| 19 | count from 20,000, dividing the result by 20,000, then | ||||||
| 20 | multiplying that quotient by 45%. The resulting percentage | ||||||
| 21 | shall be multiplied by the institutional support base | ||||||
| 22 | amount to generate a per-student adjustment. That | ||||||
| 23 | adjustment shall then be multiplied by the head count. | ||||||
| 24 | (j) The Board shall include in each eligible public | ||||||
| 25 | institution's adequacy target the amount required to maintain | ||||||
| 26 | the physical plant as follows: | ||||||
| |||||||
| |||||||
| 1 | (1) Physical plant support in the base amount of $7.78 | ||||||
| 2 | per square foot as reported in the Board's Capital RAMP | ||||||
| 3 | documents. | ||||||
| 4 | (2) A laboratory space adjustment of $1.54 per square | ||||||
| 5 | foot of laboratory space. | ||||||
| 6 | (k) As used in subsection (d): | ||||||
| 7 | "Low-access adjustment" means a per-student adjustment for | ||||||
| 8 | a student in any subgroup of students at an eligible public | ||||||
| 9 | institution having a disparity that is greater than or equal | ||||||
| 10 | to 1% but less than 10% in statewide public university | ||||||
| 11 | enrollment rates compared to the statewide average of all | ||||||
| 12 | other students. | ||||||
| 13 | "Medium-access adjustment" means a per-student adjustment | ||||||
| 14 | for a student in any subgroup of students at an eligible public | ||||||
| 15 | institution having a 10% or greater disparity in statewide | ||||||
| 16 | public university enrollment rates compared to the statewide | ||||||
| 17 | average of all other students. | ||||||
| 18 | Students with multiple characteristics shall be placed in | ||||||
| 19 | the category associated with their highest characteristic. | ||||||
| 20 | (l) As used in this subsection (l): | ||||||
| 21 | "High holistic support equity adjustment" means a | ||||||
| 22 | per-student adjustment for a student in any subgroup of | ||||||
| 23 | students at an eligible public institution having greater than | ||||||
| 24 | or equal to 11% disparity in retention rates compared to the | ||||||
| 25 | statewide average of all other students. | ||||||
| 26 | "Intensive holistic support equity adjustment" means a | ||||||
| |||||||
| |||||||
| 1 | per-student adjustment for a student in any 2 subgroups of | ||||||
| 2 | students at an eligible public institution eligible for the | ||||||
| 3 | holistic support adjustment, one of which is high holistic | ||||||
| 4 | support. | ||||||
| 5 | "Low holistic support equity adjustment" means a | ||||||
| 6 | per-student adjustment for a student in any subgroup of | ||||||
| 7 | students at an eligible public institution having a disparity | ||||||
| 8 | in retention rates greater than or equal to 1% but less than 6% | ||||||
| 9 | compared to the statewide average of all other students. | ||||||
| 10 | "Medium holistic support equity adjustment" means a | ||||||
| 11 | per-student adjustment for a student in any subgroup of | ||||||
| 12 | students at an eligible public institution having a disparity | ||||||
| 13 | in retention rates greater than or equal to 6% but less than | ||||||
| 14 | 11% compared to the statewide average of all other students. | ||||||
| 15 | The academic and nonacademic support adjustments shall be | ||||||
| 16 | determined using the statewide gaps in the percentage of | ||||||
| 17 | year-over-year retention for any subgroup of students compared | ||||||
| 18 | to the statewide average of all other students, as determined | ||||||
| 19 | by the Board. The holistic support equity adjustments shall be | ||||||
| 20 | categorized, in descending order, as intensive holistic | ||||||
| 21 | support equity, high holistic support equity, medium holistic | ||||||
| 22 | support equity, or low holistic support equity, with students | ||||||
| 23 | with multiple characteristics being placed one category above | ||||||
| 24 | the category associated with their highest characteristic. | ||||||
| 25 | Undergraduate students are eligible for all holistic support | ||||||
| 26 | equity adjustments. Graduate students are eligible for the | ||||||
| |||||||
| |||||||
| 1 | high and medium holistic support equity adjustments. | ||||||
| 2 | (m) The adequacy target does not include, among other | ||||||
| 3 | expenditures, any of the following: | ||||||
| 4 | (1) expenditures for hospitals, athletics, | ||||||
| 5 | auxiliaries, housing, health insurance, or deferred | ||||||
| 6 | maintenance; or | ||||||
| 7 | (2) institutional financial aid. | ||||||
| 8 | (n) The Board, in consultation with the Funding Formula | ||||||
| 9 | Review Panel, may, by rule, define additional academic and | ||||||
| 10 | nonacademic support and additional high-cost programs. The | ||||||
| 11 | Board, in consultation with the Funding Formula Review Panel, | ||||||
| 12 | may also define by rule the maximum adjustment and number of | ||||||
| 13 | students who are eligible for the school size adjustment. | ||||||
| 14 | Section 30. Resource profile. | ||||||
| 15 | (a) As used in this Section: | ||||||
| 16 | "Adjusted net tuition revenue" means the dollar amount | ||||||
| 17 | that is equal to the eligible public institution's base net | ||||||
| 18 | tuition revenue per student multiplied by the current | ||||||
| 19 | enrollment and multiplied by its net tuition revenue index for | ||||||
| 20 | that academic year. | ||||||
| 21 | "Net tuition revenue index" means the weighted average of | ||||||
| 22 | the following per-student adjustments; the apportionments set | ||||||
| 23 | forth within each paragraph are cumulative so that if a | ||||||
| 24 | student is associated with more than one apportionment | ||||||
| 25 | criterion, the multiple apportionments shall be added | ||||||
| |||||||
| |||||||
| 1 | together: | ||||||
| 2 | (1) a 10% reduction weight for each in-State | ||||||
| 3 | undergraduate student included in the eligible public | ||||||
| 4 | institution's current enrollment; plus | ||||||
| 5 | (2) a 35% reduction weight for each in-State | ||||||
| 6 | undergraduate or graduate student included in the eligible | ||||||
| 7 | public institution's current enrollment who meets the | ||||||
| 8 | requirements for an intensive holistic support or high | ||||||
| 9 | holistic support equity adjustment as defined in | ||||||
| 10 | subsection (l) of Section 25; plus | ||||||
| 11 | (3) a 0% reduction weight for all other students. | ||||||
| 12 | (b) The Board shall, by January 15 annually, calculate | ||||||
| 13 | each eligible public institution's resource profile. The | ||||||
| 14 | resource profile shall be the sum of each eligible public | ||||||
| 15 | institution's adjusted net tuition revenue, base funding | ||||||
| 16 | minimum, and special operational funding as determined under | ||||||
| 17 | this Act. | ||||||
| 18 | (1) In each academic year, the adjusted net tuition | ||||||
| 19 | revenue of an eligible public institution shall be | ||||||
| 20 | calculated under this Section. | ||||||
| 21 | (2) The base funding minimum shall be calculated under | ||||||
| 22 | subsection (b) of Section 35. | ||||||
| 23 | (3) Special operational funding is funding for | ||||||
| 24 | scholarships and specific appropriations aimed at a | ||||||
| 25 | specific initiative, project, or center that is aligned | ||||||
| 26 | with one or more of the adequacy components. | ||||||
| |||||||
| |||||||
| 1 | (A) For Fiscal Year 2028 and Fiscal Year 2029, the | ||||||
| 2 | following line-item State appropriations shall be | ||||||
| 3 | included in the resource profile: | ||||||
| 4 | (i) at Chicago State University, the Chicago | ||||||
| 5 | State University Education Improvement Fund and | ||||||
| 6 | the College of Pharmacy from the General | ||||||
| 7 | Professions Dedicated Fund; | ||||||
| 8 | (ii) at Eastern Illinois University, the | ||||||
| 9 | equity-based student achievement program, Grow | ||||||
| 10 | Your Own Teachers at Eastern Illinois University | ||||||
| 11 | scholarships, and scholarship appropriations from | ||||||
| 12 | the State College and University Trust Fund; | ||||||
| 13 | (iii) at Illinois State University, | ||||||
| 14 | scholarship appropriations from the State College | ||||||
| 15 | and University Trust Fund; | ||||||
| 16 | (iv) at Northern Illinois University, | ||||||
| 17 | scholarship appropriations from the State College | ||||||
| 18 | and University Trust Fund; | ||||||
| 19 | (v) at Southern Illinois University, the Daily | ||||||
| 20 | Egyptian, the School of Pharmacy from the State | ||||||
| 21 | College and University Trust Fund, and scholarship | ||||||
| 22 | appropriations from the State College and | ||||||
| 23 | University Trust Fund; and | ||||||
| 24 | (vi) at the University of Illinois, labor and | ||||||
| 25 | employment relations, the Hispanic Center of | ||||||
| 26 | Excellence, the Dixon Springs Agricultural Center, | ||||||
| |||||||
| |||||||
| 1 | the Institute of Government and Public Affairs, | ||||||
| 2 | the College of Dentistry, the College of Pharmacy | ||||||
| 3 | in Rockford from the General Professions Dedicated | ||||||
| 4 | Fund, and scholarship appropriations from the | ||||||
| 5 | State College and University Trust Fund. | ||||||
| 6 | (B) For Fiscal Year 2030 and each fiscal year | ||||||
| 7 | thereafter, the Board shall determine, based on the | ||||||
| 8 | recommendations of the Funding Formula Review Panel, | ||||||
| 9 | the special operational funding to be included in the | ||||||
| 10 | resource profile. | ||||||
| 11 | (c) In Fiscal Year 2029 and in each fiscal year | ||||||
| 12 | thereafter, the dollar value of the base net tuition revenue | ||||||
| 13 | per student shall be increased annually, on a cumulative | ||||||
| 14 | basis, by a percentage equal to the percentage increase, if | ||||||
| 15 | any, in the Employment Cost Index (Midwest Economy) published | ||||||
| 16 | by the Bureau of Labor Statistics of the United States | ||||||
| 17 | Department of Labor for the 4-quarter period ending on | ||||||
| 18 | December 31 of the immediately preceding fiscal year. The | ||||||
| 19 | resource profile of each eligible public institution shall | ||||||
| 20 | include adjustments for inflation for the fiscal year as | ||||||
| 21 | provided in this subsection (c). | ||||||
| 22 | (d) The resource profile may not include any of the | ||||||
| 23 | following: | ||||||
| 24 | (1) tuition and fee revenue; | ||||||
| 25 | (2) revenue from State or federal financial aid; or | ||||||
| 26 | (3) for Fiscal Year 2028 and Fiscal Year 2029, the | ||||||
| |||||||
| |||||||
| 1 | following line-item State appropriations: | ||||||
| 2 | (A) at Southern Illinois University, the National | ||||||
| 3 | Corn-to-Ethanol Research Center, programming at | ||||||
| 4 | Belleville, the Office of Community Engagement, the | ||||||
| 5 | Center for Rural Health and Social Service | ||||||
| 6 | Development, and the Simmons Cancer Institute; and | ||||||
| 7 | (B) at the University of Illinois, the Prairie | ||||||
| 8 | Research Institute, the University of Illinois | ||||||
| 9 | Hospital, Illinois Heart Rescue, the Illinois | ||||||
| 10 | Innocence Project, the Climate Jobs Institute, the | ||||||
| 11 | Illinois Fire Service Institute, emergency mosquito | ||||||
| 12 | abatement, pet population control, carbon dioxide | ||||||
| 13 | capture technology, carbon capture utilization and | ||||||
| 14 | storage, and water reports under the federal Advanced | ||||||
| 15 | Research Projects Agency. | ||||||
| 16 | Section 35. Distribution of State appropriations for | ||||||
| 17 | eligible public institutions. | ||||||
| 18 | (a) As used in this Section: | ||||||
| 19 | "New State formula funding" means, in a fiscal year, the | ||||||
| 20 | dollar amount of State appropriations that exceeds the dollar | ||||||
| 21 | amount of the annual formula funding appropriated for public | ||||||
| 22 | universities in the immediately preceding fiscal year. | ||||||
| 23 | "Pro rata share" means an amount that is equal to the sum | ||||||
| 24 | of the eligible public institution's adequacy gap formula | ||||||
| 25 | distribution and dollar gap formula distribution for the | ||||||
| |||||||
| |||||||
| 1 | fiscal year, as determined in paragraph (1) of subsection (f). | ||||||
| 2 | (b) The base funding minimum for each eligible public | ||||||
| 3 | institution shall be determined as follows: | ||||||
| 4 | (1) For Fiscal Year 2028, the initial funding amount | ||||||
| 5 | of an eligible public institution shall be the sum of all | ||||||
| 6 | State appropriations made from the Education Assistance | ||||||
| 7 | Fund or the General Revenue Fund to the eligible public | ||||||
| 8 | institution to use as operating funds in the previous | ||||||
| 9 | fiscal year. | ||||||
| 10 | (2) For Fiscal Year 2029, and each fiscal year | ||||||
| 11 | thereafter, the base funding minimum of an eligible public | ||||||
| 12 | institution shall be the initial funding amount increased | ||||||
| 13 | by any new State formula funding the eligible public | ||||||
| 14 | institution received in the immediately preceding fiscal | ||||||
| 15 | year as outlined in subsection (e). | ||||||
| 16 | (c) To enhance the stability of long-term funding for | ||||||
| 17 | public universities, to create predictability in funding, to | ||||||
| 18 | enhance the capacity of public universities to prepare | ||||||
| 19 | budgets, and to create a feasible pathway to fully fund the | ||||||
| 20 | adequacy target of each public university within a reasonable | ||||||
| 21 | period of time, in Fiscal Year 2028 and in each fiscal year | ||||||
| 22 | thereafter, the State shall endeavor to increase the aggregate | ||||||
| 23 | amount of annual formula funding by an amount that is at least | ||||||
| 24 | $135,000,000 more than the aggregate annual formula funding | ||||||
| 25 | appropriation made in the immediately preceding fiscal year, | ||||||
| 26 | and that amount shall be designated as the minimum target | ||||||
| |||||||
| |||||||
| 1 | increase. The minimum target increase shall be in addition to | ||||||
| 2 | and not a replacement for any other appropriations the State | ||||||
| 3 | makes to support either public universities or the students | ||||||
| 4 | who attend public universities. | ||||||
| 5 | The first fiscal year occurring after the adequacy target | ||||||
| 6 | of every eligible public institution is fully funded, after | ||||||
| 7 | accounting for inflation and enrollment changes, shall be the | ||||||
| 8 | full funding date, and the minimum target increase shall be an | ||||||
| 9 | amount equal to the annual formula funding amount for the | ||||||
| 10 | fiscal year of the full funding date, increased on a | ||||||
| 11 | cumulative basis by a percentage equal to the percentage | ||||||
| 12 | increase, if any, in the Employment Cost Index (Midwest | ||||||
| 13 | Economy) published by the Bureau of Labor Statistics of the | ||||||
| 14 | United States Department of Labor for the 4-quarter period | ||||||
| 15 | ending on December 31 of the fiscal year in which the full | ||||||
| 16 | funding date occurs. Thereafter, the minimum target increase | ||||||
| 17 | in a fiscal year shall be the annual formula funding amount for | ||||||
| 18 | the immediately preceding fiscal year, increased by a | ||||||
| 19 | percentage equal to the percentage increase, if any, in the | ||||||
| 20 | Employment Cost Index (Midwest Economy) published by the | ||||||
| 21 | Bureau of Labor Statistics of the United States Department of | ||||||
| 22 | Labor for the 4-quarter period ending on December 31 of the | ||||||
| 23 | immediately preceding fiscal year. | ||||||
| 24 | (d) In Fiscal Year 2028 and in each fiscal year thereafter | ||||||
| 25 | in which the State appropriates formula funding, each public | ||||||
| 26 | university shall receive a distribution from the Board to meet | ||||||
| |||||||
| |||||||
| 1 | its operational expenses equal to its pro rata share of State | ||||||
| 2 | formula funding for the fiscal year, minus the sum of its base | ||||||
| 3 | funding minimum, as calculated for Fiscal Year 2028 by the | ||||||
| 4 | Board per subsection (b). By the 15th of each month of the | ||||||
| 5 | fiscal year, the Board shall voucher to the Comptroller | ||||||
| 6 | one-twelfth of each public university's total distribution. A | ||||||
| 7 | public university shall receive the distribution on behalf of | ||||||
| 8 | each eligible public institution that is part of that public | ||||||
| 9 | university and then distribute funding to each eligible public | ||||||
| 10 | institution. | ||||||
| 11 | The sum of the initial funding amount, as calculated for | ||||||
| 12 | Fiscal Year 2028 by the Board per subsection (b), shall be | ||||||
| 13 | appropriated in Fiscal Year 2028 and in each fiscal year | ||||||
| 14 | thereafter from the State to the board of trustees of each | ||||||
| 15 | public university to meet its operational expenses. | ||||||
| 16 | (e) In each fiscal year in which there is new State formula | ||||||
| 17 | funding, 50% of the new State formula funding shall be | ||||||
| 18 | distributed using the dollar gap formula and the remaining 50% | ||||||
| 19 | shall be distributed using the adequacy gap formula through | ||||||
| 20 | the following calculations: | ||||||
| 21 | (1) The dollar gap formula distribution shall be | ||||||
| 22 | calculated for each eligible public institution as | ||||||
| 23 | follows: | ||||||
| 24 | (A) First, add the total dollar value of the | ||||||
| 25 | adequacy gap of all eligible public institutions for | ||||||
| 26 | the fiscal year, which shall be the total adequacy | ||||||
| |||||||
| |||||||
| 1 | gap. | ||||||
| 2 | (B) Second, divide the dollar value of the | ||||||
| 3 | adequacy gap of the eligible public institution by the | ||||||
| 4 | dollar value of the total adequacy gap, which shall be | ||||||
| 5 | the gap percentage A. | ||||||
| 6 | (C) Third, multiply the eligible public | ||||||
| 7 | institution's gap percentage A times the amount | ||||||
| 8 | available for the dollar gap formula for the fiscal | ||||||
| 9 | year. | ||||||
| 10 | (D) The dollar value of the product obtained after | ||||||
| 11 | calculating subparagraph (C) of this paragraph (1) | ||||||
| 12 | shall be the dollar gap formula distribution for the | ||||||
| 13 | eligible public institution. | ||||||
| 14 | (2) The adequacy gap formula distribution shall be | ||||||
| 15 | calculated for each eligible public institution as | ||||||
| 16 | follows: | ||||||
| 17 | (A) First, add the percentage gaps of all eligible | ||||||
| 18 | public institutions for the fiscal year, which shall | ||||||
| 19 | be the total percentage gap. | ||||||
| 20 | (B) Second, divide the percentage gap of the | ||||||
| 21 | eligible public institution by the total percentage | ||||||
| 22 | gap, which shall be the gap percentage B. | ||||||
| 23 | (C) Third, multiply the eligible public | ||||||
| 24 | institution's gap percentage B by the amount available | ||||||
| 25 | for the adequacy gap formula for the fiscal year. | ||||||
| 26 | (D) The dollar value of the product obtained after | ||||||
| |||||||
| |||||||
| 1 | calculating subparagraph (C) of this paragraph (2) | ||||||
| 2 | shall be the adequacy gap formula distribution for the | ||||||
| 3 | eligible public institution. | ||||||
| 4 | (f) The reduction formula shall be used in a fiscal year in | ||||||
| 5 | which the State reduces its annual formula funding | ||||||
| 6 | appropriations relative to the previous fiscal year such that | ||||||
| 7 | funds are insufficient to provide each public university with | ||||||
| 8 | its base funding minimum. The reduction formula shall be | ||||||
| 9 | determined as follows: | ||||||
| 10 | (1) By dividing the statewide adequacy gap by each | ||||||
| 11 | eligible public institution's adequacy gap and multiplying | ||||||
| 12 | the result by the percentage decrease in the current | ||||||
| 13 | fiscal year's appropriation compared to the prior fiscal | ||||||
| 14 | year's appropriation. The resulting percentage for each | ||||||
| 15 | eligible public institution is then multiplied by its base | ||||||
| 16 | funding minimum. | ||||||
| 17 | (2) Scale this by calculating the ratio of each | ||||||
| 18 | institutional ratio cut to the statewide sum of | ||||||
| 19 | institutional ratio cuts and then multiplying this result | ||||||
| 20 | for each eligible public institution by the amount of | ||||||
| 21 | reduction in funds. | ||||||
| 22 | (3) The total cut to each public university shall be | ||||||
| 23 | the aggregate sum of the cuts to all eligible public | ||||||
| 24 | institutions that are a part of that public university. | ||||||
| 25 | Section 40. Accountability and transparency framework; | ||||||
| |||||||
| |||||||
| 1 | reporting; committee. | ||||||
| 2 | (a) The Board shall oversee an accountability and | ||||||
| 3 | transparency framework for assessing the distribution, use, | ||||||
| 4 | and student outcomes of funds provided through this Act. The | ||||||
| 5 | framework shall be aligned with and complement the reporting | ||||||
| 6 | set forth in the Board of Higher Education Act and any publicly | ||||||
| 7 | reported metrics. | ||||||
| 8 | (b) The Board, in consultation with the Accountability and | ||||||
| 9 | Transparency Committee established under subsection (e), shall | ||||||
| 10 | report annually to the Governor, the General Assembly, and the | ||||||
| 11 | board of trustees of each public university on the | ||||||
| 12 | implementation of the funding formula as follows: | ||||||
| 13 | (1) The report shall be posted publicly on the Board's | ||||||
| 14 | website by January 15, 2026 and by January 15 each year | ||||||
| 15 | thereafter and shall, at a minimum, include all of the | ||||||
| 16 | following: | ||||||
| 17 | (A) the percentage of each eligible public | ||||||
| 18 | institution's adequacy target funded as of June 30 of | ||||||
| 19 | the prior fiscal year; | ||||||
| 20 | (B) the use of new appropriations received by each | ||||||
| 21 | eligible public institution for the prior fiscal year, | ||||||
| 22 | which shall supplement reporting under subsection (b) | ||||||
| 23 | of Section 13.5 of the State Finance Act and be based | ||||||
| 24 | on accounting categories established by the Board; | ||||||
| 25 | (C) metrics, including, but not limited to, | ||||||
| 26 | measuring student retention data and data trends | ||||||
| |||||||
| |||||||
| 1 | disaggregated by the student groups who carry with | ||||||
| 2 | them equity adjustments, as set forth in Section 25; | ||||||
| 3 | (D) metrics, including, but not limited to, | ||||||
| 4 | measuring each eligible public institution's current | ||||||
| 5 | and year-over-year changes in students' tuition and | ||||||
| 6 | fees, net price, and expected share of expenses; | ||||||
| 7 | student affordability data and data trends shall be | ||||||
| 8 | disaggregated by undergraduate and graduate students, | ||||||
| 9 | as set forth in Section 25; | ||||||
| 10 | (E) metrics, including, but not limited to, | ||||||
| 11 | measuring the institutional status and year-over-year | ||||||
| 12 | changes in student enrollment; enrollment data and | ||||||
| 13 | data trends shall be disaggregated by undergraduate | ||||||
| 14 | and graduate students with further disaggregation by | ||||||
| 15 | the student groups who carry with them equity | ||||||
| 16 | adjustments, as set forth in Section 25; | ||||||
| 17 | (F) metrics, including, but not limited to, | ||||||
| 18 | measuring undergraduate student graduation rates | ||||||
| 19 | within 4, 5, and 6 years and year-over-year changes in | ||||||
| 20 | undergraduate graduation rates and for graduate | ||||||
| 21 | students reporting graduation rates in alignment with | ||||||
| 22 | degree level, program type, and credit-hour | ||||||
| 23 | requirement; undergraduate and graduate student | ||||||
| 24 | graduation rates shall be disaggregated by the student | ||||||
| 25 | groups who carry with them equity adjustments, as set | ||||||
| 26 | forth in Section 25; | ||||||
| |||||||
| |||||||
| 1 | (G) any actions taken by the Board under | ||||||
| 2 | subsection (d), including justification; and | ||||||
| 3 | (H) plans from each eligible public institution on | ||||||
| 4 | projected use of appropriations allocated through the | ||||||
| 5 | funding formula for the forthcoming fiscal year; these | ||||||
| 6 | expenditure plans shall be categorized according to | ||||||
| 7 | accounting spending classifications established by the | ||||||
| 8 | Board. | ||||||
| 9 | (2) No later than January 1, 2026, the Board shall, in | ||||||
| 10 | consultation with public universities, submit a plan to | ||||||
| 11 | the Governor and the General Assembly that outlines | ||||||
| 12 | financial reporting expectations with respect to | ||||||
| 13 | prospective spending proposals and retrospective spending | ||||||
| 14 | summaries under this Section and any conforming changes to | ||||||
| 15 | current accounting structures and financial reporting | ||||||
| 16 | expectations. This plan shall include all opportunities to | ||||||
| 17 | streamline current reporting with new expectations such | ||||||
| 18 | that universities do not have to submit information that | ||||||
| 19 | is duplicative or unnecessary in administering the | ||||||
| 20 | formula. | ||||||
| 21 | (c) The Board shall specify at what point an eligible | ||||||
| 22 | public institution's adequacy gap is sufficiently small that | ||||||
| 23 | it should be consistently advancing toward achieving State | ||||||
| 24 | objectives, including, but not limited to, institutional | ||||||
| 25 | student affordability, enrollment, persistence, completion, | ||||||
| 26 | and outcomes. If an eligible public institution's adequacy gap | ||||||
| |||||||
| |||||||
| 1 | exceeds the level specified, the eligible public institution | ||||||
| 2 | is exempt from the actions described in subsection (d). | ||||||
| 3 | (d) If the Board determines that an eligible public | ||||||
| 4 | institution is failing to meet progress metrics despite being | ||||||
| 5 | adequately funded according to subsection (c), the Board may | ||||||
| 6 | implement the following actions, including, but not limited | ||||||
| 7 | to, requiring that an eligible public institution: | ||||||
| 8 | (1) develop a new plan for ensuring adequate progress | ||||||
| 9 | based on the resources provided or updating its equity | ||||||
| 10 | plan to improve progress; | ||||||
| 11 | (2) provide additional reporting on institutional | ||||||
| 12 | spending in alignment with the components of the adequacy | ||||||
| 13 | target; | ||||||
| 14 | (3) provide additional reporting on the institutional | ||||||
| 15 | metrics set forth in this Section; | ||||||
| 16 | (4) direct the public university to create or modify | ||||||
| 17 | its spending plan for new formula funds to address equity | ||||||
| 18 | gaps and achieve the metrics outlined in this Act; and | ||||||
| 19 | (5) if other actions under this subsection (d) prove | ||||||
| 20 | to be unsuccessful within a reasonable period of time of | ||||||
| 21 | not less than 3 years, recommend to the General Assembly | ||||||
| 22 | as part of its annual budget recommendations that the | ||||||
| 23 | eligible public institution's access to additional funds | ||||||
| 24 | be restricted or paused until progress has been made. | ||||||
| 25 | The Board shall adopt rules as necessary to implement this | ||||||
| 26 | subsection (d). | ||||||
| |||||||
| |||||||
| 1 | (e) To aid the Board in maintaining the accountability and | ||||||
| 2 | transparency framework and in reporting its findings, the | ||||||
| 3 | Executive Director of the Board shall establish an | ||||||
| 4 | Accountability and Transparency Committee. The Accountability | ||||||
| 5 | and Transparency Committee shall offer relevant and necessary | ||||||
| 6 | technical expertise, guidance, review, and recommendations to | ||||||
| 7 | the Executive Director by December 15 each year in designing | ||||||
| 8 | and assessing metrics and preparing the report under | ||||||
| 9 | subsection (b). The Accountability and Transparency Committee | ||||||
| 10 | shall also make recommendations for the Board to fulfill its | ||||||
| 11 | responsibilities under subsections (c) and (d). | ||||||
| 12 | (1) The Accountability and Transparency Committee | ||||||
| 13 | shall be composed of no more than 11 individuals and shall | ||||||
| 14 | consist of Board members, policymakers, and State and | ||||||
| 15 | national technical experts on higher education | ||||||
| 16 | accountability systems. | ||||||
| 17 | Except as otherwise provided, members of the | ||||||
| 18 | Accountability and Transparency Committee shall be | ||||||
| 19 | appointed by the Executive Director of the Board. The | ||||||
| 20 | Accountability and Transparency Committee shall include: | ||||||
| 21 | (A) 4 members of the Board or their designees, | ||||||
| 22 | appointed by the Chairperson of the Board; | ||||||
| 23 | (B) one member with experience working in higher | ||||||
| 24 | education and with expertise in closing educational | ||||||
| 25 | disparities and identifying and implementing solutions | ||||||
| 26 | that address historic inequities in higher education; | ||||||
| |||||||
| |||||||
| 1 | (C) one member with experience working in higher | ||||||
| 2 | education and with expertise in providing | ||||||
| 3 | research-based academic and student support that | ||||||
| 4 | prepares all students to achieve success in college | ||||||
| 5 | and a career; | ||||||
| 6 | (D) 2 members with experience working in higher | ||||||
| 7 | education and with expertise in public university | ||||||
| 8 | budgeting and finance; | ||||||
| 9 | (E) one member with experience working in higher | ||||||
| 10 | education and with expertise in university management; | ||||||
| 11 | (F) one member with experience working in higher | ||||||
| 12 | education and with expertise in performance management | ||||||
| 13 | and evaluation; and | ||||||
| 14 | (G) one member with experience working in higher | ||||||
| 15 | education and with expertise as determined by the | ||||||
| 16 | Executive Director of the Board. | ||||||
| 17 | The Executive Director of the Board shall ensure that | ||||||
| 18 | the membership of the Accountability and Transparency | ||||||
| 19 | Committee includes representatives reflecting the | ||||||
| 20 | geographic, socioeconomic, racial, and ethnic diversity of | ||||||
| 21 | this State. Members shall be appointed to 4-year terms, | ||||||
| 22 | except that for the initial appointments, half of the | ||||||
| 23 | members shall be appointed to initial 2-year terms. | ||||||
| 24 | Members may be reappointed to the Accountability and | ||||||
| 25 | Transparency Committee, and all reappointments shall be | ||||||
| 26 | for 4-year terms. | ||||||
| |||||||
| |||||||
| 1 | (2) Recommendations of the Accountability and | ||||||
| 2 | Transparency Committee shall be made based on a simple | ||||||
| 3 | majority vote of those Committee members present and | ||||||
| 4 | voting. A minority opinion may also accompany any | ||||||
| 5 | recommendation of the Accountability and Transparency | ||||||
| 6 | Committee. | ||||||
| 7 | Section 45. Funding Formula Review Panel. | ||||||
| 8 | (a) The Board shall establish a Funding Formula Review | ||||||
| 9 | Panel tasked with studying and reviewing topics pertaining to | ||||||
| 10 | the implementation and impact of the funding formula. The | ||||||
| 11 | Panel shall provide recommendations and service to the | ||||||
| 12 | Governor, the General Assembly, and the Board. | ||||||
| 13 | (b) The Executive Director of the Board or the Executive | ||||||
| 14 | Director's designee shall serve as a voting member and | ||||||
| 15 | chairperson of the Funding Formula Review Panel. | ||||||
| 16 | (c) Members of the Funding Formula Review Panel shall be | ||||||
| 17 | appointed by the Executive Director of the Board, except as | ||||||
| 18 | otherwise provided in this Section. The Funding Formula Review | ||||||
| 19 | Panel shall include representatives of public universities, | ||||||
| 20 | faculty, students, families, advocacy organizations, and State | ||||||
| 21 | government agencies, along with technical experts, and shall | ||||||
| 22 | include: | ||||||
| 23 | (1) the Executive Director of the Board; | ||||||
| 24 | (2) one member of the House of Representatives, | ||||||
| 25 | appointed by the Speaker of the House of Representatives; | ||||||
| |||||||
| |||||||
| 1 | (3) one member of the Senate, appointed by the | ||||||
| 2 | President of the Senate; | ||||||
| 3 | (4) one member of the House of Representatives, | ||||||
| 4 | appointed by the Minority Leader of the House of | ||||||
| 5 | Representatives; | ||||||
| 6 | (5) one member of the Senate, appointed by the | ||||||
| 7 | Minority Leader of the Senate; | ||||||
| 8 | (6) one member appointed by the Governor; | ||||||
| 9 | (7) one member from each of the public universities; | ||||||
| 10 | (8) the Executive Director of the Illinois Student | ||||||
| 11 | Assistance Commission or the Executive Director's | ||||||
| 12 | designee; | ||||||
| 13 | (9) one member that represents a public university | ||||||
| 14 | faculty, recommended by a statewide organization that | ||||||
| 15 | represents public university faculty; | ||||||
| 16 | (10) one member that represents a public university | ||||||
| 17 | faculty, recommended by another statewide organization | ||||||
| 18 | that represents public university faculty; | ||||||
| 19 | (11) one member representing a statewide organization | ||||||
| 20 | that has specific expertise in research-based education | ||||||
| 21 | policy to support a healthy public education system that | ||||||
| 22 | prepares all students to achieve success in college, a | ||||||
| 23 | career, and civic life; | ||||||
| 24 | (12) one member representing a higher education | ||||||
| 25 | advocacy organization focused on eliminating disparities | ||||||
| 26 | in college completion in this State for low-income and | ||||||
| |||||||
| |||||||
| 1 | first-generation college students and students of color; | ||||||
| 2 | (13) one member representing a statewide advocacy | ||||||
| 3 | organization focused on improving educational and | ||||||
| 4 | employment opportunities for women and adults; | ||||||
| 5 | (14) one member representing a statewide organization | ||||||
| 6 | that has specific expertise in equity, justice, and | ||||||
| 7 | economic prosperity for the Latino community; | ||||||
| 8 | (15) one member representing a statewide organization | ||||||
| 9 | that has specific expertise in equity, justice, and | ||||||
| 10 | economic prosperity for the Black community; | ||||||
| 11 | (16) 2 members with specific expertise in education | ||||||
| 12 | finance; | ||||||
| 13 | (17) 2 members representing an organization that has | ||||||
| 14 | specific expertise in amplifying young adult voices; and | ||||||
| 15 | (18) one member representing faculty from a public | ||||||
| 16 | university. | ||||||
| 17 | The Executive Director shall ensure that the membership of | ||||||
| 18 | the Funding Formula Review Panel includes representatives | ||||||
| 19 | reflecting the geographic, socioeconomic, racial, and ethnic | ||||||
| 20 | diversity of this State. | ||||||
| 21 | The Executive Director shall appoint a vice chairperson | ||||||
| 22 | from the membership of the Funding Formula Review Panel. | ||||||
| 23 | (d) Members shall be appointed for 4-year terms, except | ||||||
| 24 | that for the initial appointments, half of the members shall | ||||||
| 25 | be appointed to 2-year terms. Members may be reappointed to | ||||||
| 26 | the Funding Formula Review Panel, and all reappointments shall | ||||||
| |||||||
| |||||||
| 1 | be for 4-year terms. | ||||||
| 2 | (e) Recommendations of the Funding Formula Review Panel | ||||||
| 3 | shall be made based on a simple majority vote of those Panel | ||||||
| 4 | members present and voting. A minority opinion may also | ||||||
| 5 | accompany any recommendation of the Funding Formula Review | ||||||
| 6 | Panel. | ||||||
| 7 | The Funding Formula Review Panel shall study topics at the | ||||||
| 8 | direction of the General Assembly, the Board of Higher | ||||||
| 9 | Education, or the chairperson and shall recommend any funding | ||||||
| 10 | formula recalibrations or changes to the Board, including, but | ||||||
| 11 | not limited to, all of the following: | ||||||
| 12 | (1) special operational funding for inclusion in the | ||||||
| 13 | resource profile; | ||||||
| 14 | (2) net tuition revenue, though no recalibrations or | ||||||
| 15 | changes may be made for a period of 5 years after the | ||||||
| 16 | effective date of this Act; | ||||||
| 17 | (3) the high-cost and high-priority program | ||||||
| 18 | adjustments; | ||||||
| 19 | (4) the inclusion of graduate students throughout the | ||||||
| 20 | funding formula; and | ||||||
| 21 | (5) additional underserved students to be included in | ||||||
| 22 | the holistic support adjustments, including, but not | ||||||
| 23 | limited to, student parents, undocumented students, | ||||||
| 24 | English learners, students with disabilities, and | ||||||
| 25 | first-generation students. | ||||||
| 26 | (f) No sooner than 3 years but no later than 7 years after | ||||||
| |||||||
| |||||||
| 1 | the effective date of this Act, the Funding Formula Review | ||||||
| 2 | Panel shall provide to the Board, the General Assembly, and | ||||||
| 3 | the Governor a report containing a review of and | ||||||
| 4 | recommendations concerning the health professional program | ||||||
| 5 | adjustment, pharmacy program adjustment, dentistry program | ||||||
| 6 | adjustment, and medical program adjustment set forth in | ||||||
| 7 | Section 25. The report shall include, but not be limited to, a | ||||||
| 8 | review of the revenue and expenditures for each health | ||||||
| 9 | professional program within the State, a comparison to | ||||||
| 10 | nationwide revenue and expenditure data for such programs, and | ||||||
| 11 | recommended changes to the high-cost program adjustment to the | ||||||
| 12 | core instructional program support base for the specified | ||||||
| 13 | programs, and the projected impact any such recommended | ||||||
| 14 | adjustments would have on adequacy targets, adequacy gaps, and | ||||||
| 15 | distribution. | ||||||
| 16 | (g) No sooner than 3 years and no more than 5 years after | ||||||
| 17 | the effective date of this Act, the Funding Formula Review | ||||||
| 18 | Panel shall provide a review of and recommendation on the | ||||||
| 19 | distribution of funds to the Board, the General Assembly, and | ||||||
| 20 | the Governor. | ||||||
| 21 | (h) In consultation with public universities, the Board | ||||||
| 22 | shall collect data on all of the named subgroups by January 1, | ||||||
| 23 | 2026. | ||||||
| 24 | (i) On an annual basis, the Funding Formula Review Panel | ||||||
| 25 | shall validate the following per-student elements of the | ||||||
| 26 | adequacy target on a cumulative basis by inflation computed | ||||||
| |||||||
| |||||||
| 1 | using the Employment Cost Index (Midwest Economy) published by | ||||||
| 2 | the Bureau of Labor Statistics of the United States Department | ||||||
| 3 | of Labor for the 4-quarter period ending on December 31 of the | ||||||
| 4 | fiscal year in which the full funding date occurs: | ||||||
| 5 | (1) access support; | ||||||
| 6 | (2) academic and nonacademic support; | ||||||
| 7 | (3) core instructional program support; | ||||||
| 8 | (4) research support; | ||||||
| 9 | (5) public service and artistry support; | ||||||
| 10 | (6) institutional support; and | ||||||
| 11 | (7) physical plant support. | ||||||
| 12 | (j) Once every 3 years, the Funding Formula Review Panel | ||||||
| 13 | shall consider and make recommendations to the Board and | ||||||
| 14 | General Assembly for recalibrating each of the following | ||||||
| 15 | adjustments of the adequacy target, except for inflation | ||||||
| 16 | adjustments under subsection (c) of Section 25, based on | ||||||
| 17 | evidence-based practices, research, a study of average | ||||||
| 18 | expenses, and the U.S. National Science Foundation's Higher | ||||||
| 19 | Education Research and Development database and as reported in | ||||||
| 20 | the Board's most recent revenue and expenditure reports: | ||||||
| 21 | (1) the access adjustment; | ||||||
| 22 | (2) the holistic support equity adjustment; | ||||||
| 23 | (3) the concentration factor adjustment; | ||||||
| 24 | (4) the core instructional program adjustment; | ||||||
| 25 | (5) the diversity programs adjustment; | ||||||
| 26 | (6) the research support adjustment; | ||||||
| |||||||
| |||||||
| 1 | (7) the school size adjustment; and | ||||||
| 2 | (8) the laboratory space adjustment. | ||||||
| 3 | (k) Within 5 years after the implementation of this | ||||||
| 4 | Section and every 5 years thereafter, the Funding Formula | ||||||
| 5 | Review Panel shall conduct a comprehensive review on the | ||||||
| 6 | functioning of the funding formula that is aligned as much as | ||||||
| 7 | possible to the Board's strategic plan development timeline. | ||||||
| 8 | The Funding Formula Review Panel shall report to the Board of | ||||||
| 9 | Higher Education, the General Assembly, and the Governor on | ||||||
| 10 | the findings of the review. | ||||||
| 11 | Section 50. Board of Higher Education capacity. The | ||||||
| 12 | Board's annual budget request shall include any additional | ||||||
| 13 | resources needed to support the implementation of the funding | ||||||
| 14 | formula, the Funding Formula Review Panel, and the | ||||||
| 15 | Accountability and Transparency Committee. The budget request | ||||||
| 16 | shall include any relevant descriptions regarding how the | ||||||
| 17 | Board is supporting the initial implementation of the funding | ||||||
| 18 | formula, including establishing the necessary definitions, | ||||||
| 19 | reviewing submitted eligible public institution data for | ||||||
| 20 | accuracy and completeness, working with each eligible public | ||||||
| 21 | institution to ensure the accuracy of reported data, | ||||||
| 22 | determining whether each eligible public institution is | ||||||
| 23 | complying with the requirements of this Act, and supporting | ||||||
| 24 | each eligible public institution to improve the eligible | ||||||
| 25 | public institution's performance. | ||||||
| |||||||
| |||||||
| 1 | Section 55. Data infrastructure. | ||||||
| 2 | (a) The Board's annual budget request shall include the | ||||||
| 3 | resources needed to support the Board's collection of data | ||||||
| 4 | needed to implement and recommend recalibrations of the | ||||||
| 5 | funding formula. If the Accountability and Transparency | ||||||
| 6 | Committee or Funding Formula Review Panel recommends | ||||||
| 7 | additional data capacity, the Board shall consider those | ||||||
| 8 | recommendations in developing its annual budget request. | ||||||
| 9 | (b) The Board shall develop guidelines for each eligible | ||||||
| 10 | public institution receiving funds under the funding formula | ||||||
| 11 | to submit any additional data required for inclusion in the | ||||||
| 12 | funding formula. | ||||||
| 13 | (c) The State Board of Education shall enter into an | ||||||
| 14 | intergovernmental agreement with the Board of Higher Education | ||||||
| 15 | within 60 days after the effective date of this Act to provide | ||||||
| 16 | appropriate student level data for purposes of establishing | ||||||
| 17 | the adequacy target for each eligible public institution and | ||||||
| 18 | the formula funding level. The intergovernmental agreement | ||||||
| 19 | shall include, but not be limited to, the date by which the | ||||||
| 20 | data must be annually transmitted to the Board of Higher | ||||||
| 21 | Education, the parameters necessary for the Board of Higher | ||||||
| 22 | Education to calculate the components of the formula as | ||||||
| 23 | required under this Act, and security provisions to guarantee | ||||||
| 24 | the protection of student data. | ||||||
| |||||||
| |||||||
| 1 | Section 900. The Board of Higher Education Act is amended | ||||||
| 2 | by changing Section 8 as follows: | ||||||
| 3 | (110 ILCS 205/8) (from Ch. 144, par. 188) | ||||||
| 4 | Sec. 8. The Board of Trustees of the University of | ||||||
| 5 | Illinois, the Board of Trustees of Southern Illinois | ||||||
| 6 | University, the Board of Trustees of Chicago State University, | ||||||
| 7 | the Board of Trustees of Eastern Illinois University, the | ||||||
| 8 | Board of Trustees of Governors State University, the Board of | ||||||
| 9 | Trustees of Illinois State University, the Board of Trustees | ||||||
| 10 | of Northeastern Illinois University, the Board of Trustees of | ||||||
| 11 | Northern Illinois University, and the Board of Trustees of | ||||||
| 12 | Western Illinois University shall submit to the Board not | ||||||
| 13 | later than the 15th day of November of each year their budget | ||||||
| 14 | proposals for the operation and capital needs of the | ||||||
| 15 | institutions under their governance or supervision for the | ||||||
| 16 | ensuing fiscal year. The Illinois Community College Board | ||||||
| 17 | shall submit to the Board by December 15 of each year its | ||||||
| 18 | budget proposal for the operation and capital needs of the | ||||||
| 19 | institutions under its governance or supervision for the | ||||||
| 20 | ensuing fiscal year. Each budget proposal shall conform to the | ||||||
| 21 | procedures developed by the Board in the design of an | ||||||
| 22 | information system for State universities and colleges. | ||||||
| 23 | In order to maintain a cohesive system of higher | ||||||
| 24 | education, the Board and its staff shall communicate on a | ||||||
| 25 | regular basis with all public university presidents. They | ||||||
| |||||||
| |||||||
| 1 | shall meet at least semiannually to achieve economies of scale | ||||||
| 2 | where possible and provide the most innovative and efficient | ||||||
| 3 | programs and services. | ||||||
| 4 | The Board, in the analysis of formulating the annual | ||||||
| 5 | budget request, shall consider rates of tuition and fees and | ||||||
| 6 | undergraduate tuition and fee waiver programs at public | ||||||
| 7 | community the State universities and colleges. The Board shall | ||||||
| 8 | also consider the current and projected utilization of the | ||||||
| 9 | total physical plant of each campus of a public university or | ||||||
| 10 | community college in approving the capital budget for any new | ||||||
| 11 | building or facility. | ||||||
| 12 | The Board of Higher Education shall submit to the | ||||||
| 13 | Governor, to the General Assembly, and to the appropriate | ||||||
| 14 | budget agencies of the Governor and General Assembly its | ||||||
| 15 | analysis and recommendations on such budget proposals. | ||||||
| 16 | The Board is directed to form a broad-based group of | ||||||
| 17 | individuals representing the Office of the Governor, the | ||||||
| 18 | General Assembly, public community colleges institutions of | ||||||
| 19 | higher education, State agencies, business and industry, | ||||||
| 20 | statewide organizations representing faculty and staff, and | ||||||
| 21 | others as the Board shall deem appropriate to devise a system | ||||||
| 22 | for allocating State resources to public community colleges | ||||||
| 23 | institutions of higher education based upon performance in | ||||||
| 24 | achieving State goals related to student success and | ||||||
| 25 | certificate and degree completion. | ||||||
| 26 | In each fiscal year Beginning in Fiscal Year 2013, the | ||||||
| |||||||
| |||||||
| 1 | Board of Higher Education budget recommendations to the | ||||||
| 2 | Governor and the General Assembly shall include allocations to | ||||||
| 3 | public community colleges institutions of higher education | ||||||
| 4 | based upon performance metrics designed to promote and measure | ||||||
| 5 | student success in degree and certificate completion. Public | ||||||
| 6 | university metrics must be adopted by the Board by rule, and | ||||||
| 7 | public community college metrics must be adopted by the | ||||||
| 8 | Illinois Community College Board by rule. These metrics must | ||||||
| 9 | be developed and promulgated in accordance with the following | ||||||
| 10 | principles: | ||||||
| 11 | (1) The metrics must be developed in consultation with | ||||||
| 12 | public community colleges institutions of higher | ||||||
| 13 | education, as well as other State educational agencies and | ||||||
| 14 | other higher education organizations, associations, | ||||||
| 15 | interests, and stakeholders as deemed appropriate by the | ||||||
| 16 | Board. | ||||||
| 17 | (2) The metrics shall include provisions for | ||||||
| 18 | recognizing the demands on and rewarding the performance | ||||||
| 19 | of community colleges institutions in advancing the | ||||||
| 20 | success of students who are academically or financially at | ||||||
| 21 | risk, including first-generation students, low-income | ||||||
| 22 | students, and students traditionally underrepresented in | ||||||
| 23 | higher education, as specified in Section 9.16 of this | ||||||
| 24 | Act. | ||||||
| 25 | (3) The metrics shall recognize and account for the | ||||||
| 26 | differentiated missions of community colleges institutions | ||||||
| |||||||
| |||||||
| 1 | and sectors of higher education. | ||||||
| 2 | (4) The metrics shall focus on the fundamental goal of | ||||||
| 3 | increasing completion of college courses, certificates, | ||||||
| 4 | and degrees. Performance metrics shall recognize the | ||||||
| 5 | unique and broad mission of public community colleges | ||||||
| 6 | through consideration of additional factors, including, | ||||||
| 7 | but not limited to, enrollment, progress through key | ||||||
| 8 | academic milestones, transfer to a baccalaureate | ||||||
| 9 | institution, and degree completion. | ||||||
| 10 | (5) The metrics must be designed to maintain the | ||||||
| 11 | quality of degrees, certificates, courses, and programs. | ||||||
| 12 | In devising performance metrics, the Board may be guided by | ||||||
| 13 | the report of the Higher Education Finance Study Commission. | ||||||
| 14 | Each State university must submit its plan for capital | ||||||
| 15 | improvements of non-instructional facilities to the Board for | ||||||
| 16 | approval before final commitments are made if the total cost | ||||||
| 17 | of the project as approved by the institution's board of | ||||||
| 18 | control is in excess of $2 million. Non-instructional uses | ||||||
| 19 | shall include, but not be limited to, dormitories, union | ||||||
| 20 | buildings, field houses, stadium, other recreational | ||||||
| 21 | facilities, and parking lots. The Board shall determine | ||||||
| 22 | whether or not any project submitted for approval is | ||||||
| 23 | consistent with the strategic plan for higher education and | ||||||
| 24 | with instructional buildings that are provided for therein. If | ||||||
| 25 | the project is found by a majority of the Board not to be | ||||||
| 26 | consistent, such capital improvement shall not be constructed. | ||||||
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| 1 | (Source: P.A. 103-940, eff. 8-9-24; 104-417, eff. 8-15-25.) | ||||||
| 2 | Section 999. Effective date. This Act takes effect upon | ||||||
| 3 | becoming law.". | ||||||
