101ST GENERAL ASSEMBLY
State of Illinois
2019 and 2020
HB5223
 
Introduced , by Rep. Tim Butler
 
SYNOPSIS AS INTRODUCED:



105 ILCS 5/18-8.15

 Amends the evidence-based funding provisions of the School Code. In the provision concerning the adequacy target calculation, provides that any organizational unit that has an average student enrollment that is less than the thresholds set forth in that provision shall be funded at the applicable threshold set forth in that provision and not funded on a pro rata based count. Requires the Professional Review Panel, prior to December 31, 2020, to study and review the adequacy target calculation with respect to the essential elements and their impact on the evidence-based funding allocations for low-enrollment organizational units, including the manner in which the adequacy target calculation prorates evidence-based funding for each of the essential elements based on the average student enrollment of each organizational unit. Effective immediately.



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FISCAL NOTE ACT MAY APPLY
 
 
A BILL FOR
 


HB5223LRB101 17442 NHT 66851 b



1 AN ACT concerning education.


2 Be it enacted by the People of the State of Illinois,

3represented in the General Assembly:



4 Section 5. The School Code is amended by changing Section 
518-8.15 as follows:

6 (105 ILCS 5/18-8.15)
7 Sec. 18-8.15. Evidence-Based Funding Evidence-based 
8funding for student success for the 2017-2018 and subsequent 
9school 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 evidence-based funding 
23 formula under this Section shall be applied to all 
24 Organizational Units in this State. The Evidence-Based 
25 Funding evidence-based funding formula outlined in this 
26 Act is based on the formula outlined in Senate Bill 1 of 
 
 
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1 the 100th General Assembly, as passed by both legislative 
2 chambers. As further defined and described in this Section, 
3 there are 4 major components of the Evidence-Based Funding 
4 evidence-based funding model: 
5   (A) First, the model calculates a unique Adequacy 
6 Target adequacy target for each Organizational Unit in 
7 this State that considers the costs to implement 
8 research-based activities, the unit's student 
9 demographics, and regional wage differences 
10 difference.
11   (B) Second, the model calculates each 
12 Organizational Unit's Local Capacity local capacity, 
13 or the amount each Organizational Unit is assumed to 
14 contribute toward towards its Adequacy Target adequacy 
15 target from local resources.
16   (C) Third, the model calculates how much funding 
17 the State currently contributes to the Organizational 
18 Unit, and adds that to the unit's Local Capacity local 
19 capacity to determine the unit's overall current 
20 adequacy of funding.
21   (D) Finally, the model's distribution method 
22 allocates new State funding to those Organizational 
23 Units that are least well-funded, considering both 
24 Local Capacity local capacity and State funding, in 
25 relation to their Adequacy Target adequacy target. 
26  (3) An Organizational Unit receiving any funding under 
 
 
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1 this Section may apply those funds to any fund so received 
2 for which that Organizational Unit is authorized to make 
3 expenditures by law.
4  (4) As used in this Section, the following terms shall 
5 have the meanings ascribed in this paragraph (4): 
6  "Adequacy Target" is defined in paragraph (1) of 
7 subsection (b) of this Section.
8  "Adjusted EAV" is defined in paragraph (4) of 
9 subsection (d) of this Section. 
10  "Adjusted Local Capacity Target" is defined in 
11 paragraph (3) of subsection (c) of this Section.
12  "Adjusted Operating Tax Rate" means a tax rate for all 
13 Organizational Units, for which the State Superintendent 
14 shall calculate and subtract for the Operating Tax Rate a 
15 transportation rate based on total expenses for 
16 transportation services under this Code, as reported on the 
17 most recent Annual Financial Report in Pupil 
18 Transportation Services, function 2550 in both the 
19 Education and Transportation funds and functions 4110 and 
20 4120 in the Transportation fund, less any corresponding 
21 fiscal year State of Illinois scheduled payments excluding 
22 net adjustments for prior years for regular, vocational, or 
23 special education transportation reimbursement pursuant to 
24 Section 29-5 or subsection (b) of Section 14-13.01 of this 
25 Code divided by the Adjusted EAV. If an Organizational 
26 Unit's corresponding fiscal year State of Illinois 
 
 
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1 scheduled payments excluding net adjustments for prior 
2 years for regular, vocational, or special education 
3 transportation reimbursement pursuant to Section 29-5 or 
4 subsection (b) of Section 14-13.01 of this Code exceed the 
5 total transportation expenses, as defined in this 
6 paragraph, no transportation rate shall be subtracted from 
7 the Operating Tax Rate. 
8  "Allocation Rate" is defined in paragraph (3) of 
9 subsection (g) of this Section.
10  "Alternative School" means a public school that is 
11 created and operated by a regional superintendent of 
12 schools and approved by the State Board.
13  "Applicable Tax Rate" is defined in paragraph (1) of 
14 subsection (d) of this Section.
15  "Assessment" means any of those benchmark, progress 
16 monitoring, formative, diagnostic, and other assessments, 
17 in addition to the State accountability assessment, that 
18 assist teachers' needs in understanding the skills and 
19 meeting the needs of the students they serve.
20  "Assistant principal" means a school administrator 
21 duly endorsed to be employed as an assistant principal in 
22 this State.
23  "At-risk student" means a student who is at risk of not 
24 meeting the Illinois Learning Standards or not graduating 
25 from elementary or high school and who demonstrates a need 
26 for vocational support or social services beyond that 
 
 
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1 provided by the regular school program. All students 
2 included in an Organizational Unit's Low-Income Count, as 
3 well as all English learner and disabled students attending 
4 the Organizational Unit, shall be considered at-risk 
5 students under this Section.
6  "Average Student Enrollment" or "ASE" for fiscal year 
7 2018 means, for an Organizational Unit, the greater of the 
8 average number of students (grades K through 12) reported 
9 to the State Board as enrolled in the Organizational Unit 
10 on October 1 in the immediately preceding school year, plus 
11 the pre-kindergarten students who receive special 
12 education services of 2 or more hours a day as reported to 
13 the State Board on December 1 in the immediately preceding 
14 school year, or the average number of students (grades K 
15 through 12) reported to the State Board as enrolled in the 
16 Organizational Unit on October 1, plus the 
17 pre-kindergarten students who receive special education 
18 services of 2 or more hours a day as reported to the State 
19 Board on December 1, for each of the immediately preceding 
20 3 school years. For fiscal year 2019 and each subsequent 
21 fiscal year, "Average Student Enrollment" or "ASE" means, 
22 for an Organizational Unit, the greater of the average 
23 number of students (grades K through 12) reported to the 
24 State Board as enrolled in the Organizational Unit on 
25 October 1 and March 1 in the immediately preceding school 
26 year, plus the pre-kindergarten students who receive 
 
 
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1 special education services as reported to the State Board 
2 on October 1 and March 1 in the immediately preceding 
3 school year, or the average number of students (grades K 
4 through 12) reported to the State Board as enrolled in the 
5 Organizational Unit on October 1 and March 1, plus the 
6 pre-kindergarten students who receive special education 
7 services as reported to the State Board on October 1 and 
8 March 1, for each of the immediately preceding 3 school 
9 years. For the purposes of this definition, "enrolled in 
10 the Organizational Unit" means the number of students 
11 reported to the State Board who are enrolled in schools 
12 within the Organizational Unit that the student attends or 
13 would attend if not placed or transferred to another school 
14 or program to receive needed services. For the purposes of 
15 calculating "ASE", all students, grades K through 12, 
16 excluding those attending kindergarten for a half day and 
17 students attending an alternative education program 
18 operated by a regional office of education or intermediate 
19 service center, shall be counted as 1.0. All students 
20 attending kindergarten for a half day shall be counted as 
21 0.5, unless in 2017 by June 15 or by March 1 in subsequent 
22 years, the school district reports to the State Board of 
23 Education the intent to implement full-day kindergarten 
24 district-wide for all students, then all students 
25 attending kindergarten shall be counted as 1.0. Special 
26 education pre-kindergarten students shall be counted as 
 
 
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1 0.5 each. If the State Board does not collect or has not 
2 collected both an October 1 and March 1 enrollment count by 
3 grade or a December 1 collection of special education 
4 pre-kindergarten students as of August 31, 2017 (the 
5 effective date of Public Act 100-465) this amendatory Act 
6 of the 100th General Assembly, it shall establish such 
7 collection for all future years. For any year in which 
8 where a count by grade level was collected only once, that 
9 count shall be used as the single count available for 
10 computing a 3-year average ASE. Funding for programs 
11 operated by a regional office of education or an 
12 intermediate service center must be calculated using the 
13 Evidence-Based Funding evidence-based funding formula 
14 under this Section for the 2019-2020 school year and each 
15 subsequent school year until separate adequacy formulas 
16 are developed and adopted for each type of program. ASE for 
17 a program operated by a regional office of education or an 
18 intermediate service center must be determined by the March 
19 1 enrollment for the program. For the 2019-2020 school 
20 year, the ASE used in the calculation must be the 
21 first-year ASE and, in that year only, the assignment of 
22 students served by a regional office of education or 
23 intermediate service center shall not result in a reduction 
24 of the March enrollment for any school district. For the 
25 2020-2021 school year, the ASE must be the greater of the 
26 current-year ASE or the 2-year average ASE. Beginning with 
 
 
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1 the 2021-2022 school year, the ASE must be the greater of 
2 the current-year ASE or the 3-year average ASE. School 
3 districts shall submit the data for the ASE calculation to 
4 the State Board within 45 days of the dates required in 
5 this Section for submission of enrollment data in order for 
6 it to be included in the ASE calculation. For fiscal year 
7 2018 only, the ASE calculation shall include only 
8 enrollment taken on October 1. 
9  "Base Funding Guarantee" is defined in paragraph (10) 
10 of subsection (g) of this Section. 
11  "Base Funding Minimum" is defined in subsection (e) of 
12 this Section.
13  "Base Tax Year" means the property tax levy year used 
14 to calculate the Budget Year allocation of primary State 
15 aid.
16  "Base Tax Year's Extension" means the product of the 
17 equalized assessed valuation utilized by the county clerk 
18 in the Base Tax Year multiplied by the limiting rate as 
19 calculated by the county clerk and defined in PTELL.
20  "Bilingual Education Allocation" means the amount of 
21 an Organizational Unit's final Adequacy Target 
22 attributable to bilingual education divided by the 
23 Organizational Unit's final Adequacy Target, the product 
24 of which shall be multiplied by the amount of new funding 
25 received pursuant to this Section. An Organizational 
26 Unit's final Adequacy Target attributable to bilingual 
 
 
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1 education shall include all additional investments in 
2 English learner students' adequacy elements.
3  "Budget Year" means the school year for which primary 
4 State aid is calculated and awarded under this Section. 
5  "Central office" means individual administrators and 
6 support service personnel charged with managing the 
7 instructional programs, business and operations, and 
8 security of the Organizational Unit.
9  "Comparable Wage Index" or "CWI" means a regional cost 
10 differentiation metric that measures systemic, regional 
11 variations in the salaries of college graduates who are not 
12 educators. The CWI utilized for this Section shall, for the 
13 first 3 years of Evidence-Based Funding implementation, be 
14 the CWI initially developed by the National Center for 
15 Education Statistics, as most recently updated by Texas A & 
16 M University. In the fourth and subsequent years of 
17 Evidence-Based Funding implementation, the State 
18 Superintendent shall re-determine the CWI using a similar 
19 methodology to that identified in the Texas A & M 
20 University study, with adjustments made no less frequently 
21 than once every 5 years.
22  "Computer technology and equipment" means computers 
23 servers, notebooks, network equipment, copiers, printers, 
24 instructional software, security software, curriculum 
25 management courseware, and other similar materials and 
26 equipment. 
 
 
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1  "Computer technology and equipment investment 
2 allocation" means the final Adequacy Target amount of an 
3 Organizational Unit assigned to Tier 1 or Tier 2 in the 
4 prior school year attributable to the additional $285.50 
5 per student computer technology and equipment investment 
6 grant divided by the Organizational Unit's final Adequacy 
7 Target, the result of which shall be multiplied by the 
8 amount of new funding received pursuant to this Section. An 
9 Organizational Unit assigned to a Tier 1 or Tier 2 final 
10 Adequacy Target attributable to the received computer 
11 technology and equipment investment grant shall include 
12 all additional investments in computer technology and 
13 equipment adequacy elements. 
14  "Core subject" means mathematics; science; reading, 
15 English, writing, and language arts; history and social 
16 studies; world languages; and subjects taught as Advanced 
17 Placement in high schools.
18  "Core teacher" means a regular classroom teacher in 
19 elementary schools and teachers of a core subject in middle 
20 and high schools.
21  "Core Intervention teacher (tutor)" means a licensed 
22 teacher providing one-on-one or small group tutoring to 
23 students struggling to meet proficiency in core subjects.
24  "CPPRT" means corporate personal property replacement 
25 tax funds paid to an Organizational Unit during the 
26 calendar year one year before the calendar year in which a 
 
 
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1 school year begins, pursuant to "An Act in relation to the 
2 abolition of ad valorem personal property tax and the 
3 replacement of revenues lost thereby, and amending and 
4 repealing certain Acts and parts of Acts in connection 
5 therewith", certified August 14, 1979, as amended (Public 
6 Act 81-1st S.S.-1).
7  "EAV" means equalized assessed valuation as defined in 
8 paragraph (2) of subsection (d) of this Section and 
9 calculated in accordance with paragraph (3) of subsection 
10 (d) of this Section.
11  "ECI" means the Bureau of Labor Statistics' national 
12 employment cost index for civilian workers in educational 
13 services in elementary and secondary schools on a 
14 cumulative basis for the 12-month calendar year preceding 
15 the fiscal year of the Evidence-Based Funding calculation.
16  "EIS Data" means the employment information system 
17 data maintained by the State Board on educators within 
18 Organizational Units.
19  "Employee benefits" means health, dental, and vision 
20 insurance offered to employees of an Organizational Unit, 
21 the costs associated with the statutorily required payment 
22 of the normal cost of the Organizational Unit's teacher 
23 pensions, Social Security employer contributions, and 
24 Illinois Municipal Retirement Fund employer contributions.
25  "English learner" or "EL" means a child included in the 
26 definition of "English learners" under Section 14C-2 of 
 
 
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1 this Code participating in a program of transitional 
2 bilingual education or a transitional program of 
3 instruction meeting the requirements and program 
4 application procedures of Article 14C of this Code. For the 
5 purposes of collecting the number of EL students enrolled, 
6 the same collection and calculation methodology as defined 
7 above for "ASE" shall apply to English learners, with the 
8 exception that EL student enrollment shall include 
9 students in grades pre-kindergarten through 12.
10  "Essential Elements" means those elements, resources, 
11 and educational programs that have been identified through 
12 academic research as necessary to improve student success, 
13 improve academic performance, close achievement gaps, and 
14 provide for other per student costs related to the delivery 
15 and leadership of the Organizational Unit, as well as the 
16 maintenance and operations of the unit, and which are 
17 specified in paragraph (2) of subsection (b) of this 
18 Section.
19  "Evidence-Based Funding" means State funding provided 
20 to an Organizational Unit pursuant to this Section.
21  "Extended day" means academic and enrichment programs 
22 provided to students outside the regular school day before 
23 and after school or during non-instructional times during 
24 the school day.
25  "Extension Limitation Ratio" means a numerical ratio 
26 in which the numerator is the Base Tax Year's Extension and 
 
 
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1 the denominator is the Preceding Tax Year's Extension.
2  "Final Percent of Adequacy" is defined in paragraph (4) 
3 of subsection (f) of this Section.
4  "Final Resources" is defined in paragraph (3) of 
5 subsection (f) of this Section.
6  "Full-time equivalent" or "FTE" means the full-time 
7 equivalency compensation for staffing the relevant 
8 position at an Organizational Unit.
9  "Funding Gap" is defined in paragraph (1) of subsection 
10 (g).
11  "Guidance counselor" means a licensed guidance 
12 counselor who provides guidance and counseling support for 
13 students within an Organizational Unit.
14  "Hybrid District" means a partial elementary unit 
15 district created pursuant to Article 11E of this Code.
16  "Instructional assistant" means a core or special 
17 education, non-licensed employee who assists a teacher in 
18 the classroom and provides academic support to students. 
19  "Instructional facilitator" means a qualified teacher 
20 or licensed teacher leader who facilitates and coaches 
21 continuous improvement in classroom instruction; provides 
22 instructional support to teachers in the elements of 
23 research-based instruction or demonstrates the alignment 
24 of instruction with curriculum standards and assessment 
25 tools; develops or coordinates instructional programs or 
26 strategies; develops and implements training; chooses 
 
 
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1 standards-based instructional materials; provides teachers 
2 with an understanding of current research; serves as a 
3 mentor, site coach, curriculum specialist, or lead 
4 teacher; or otherwise works with fellow teachers, in 
5 collaboration, to use data to improve instructional 
6 practice or develop model lessons.
7  "Instructional materials" means relevant instructional 
8 materials for student instruction, including, but not 
9 limited to, textbooks, consumable workbooks, laboratory 
10 equipment, library books, and other similar materials.
11  "Laboratory School" means a public school that is 
12 created and operated by a public university and approved by 
13 the State Board.
14  "Librarian" means a teacher with an endorsement as a 
15 library information specialist or another individual whose 
16 primary responsibility is overseeing library resources 
17 within an Organizational Unit.
18  "Limiting rate for Hybrid Districts" means the 
19 combined elementary school and high school limiting 
20 limited rates. 
21  "Local Capacity" is defined in paragraph (1) of 
22 subsection (c) of this Section.
23  "Local Capacity Percentage" is defined in subparagraph 
24 (A) of paragraph (2) of subsection (c) of this Section.
25  "Local Capacity Ratio" is defined in subparagraph (B) 
26 of paragraph (2) of subsection (c) of this Section.
 
 
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1  "Local Capacity Target" is defined in paragraph (2) of 
2 subsection (c) of this Section.
3  "Low-Income Count" means, for an Organizational Unit 
4 in a fiscal year, the higher of the average number of 
5 students for the prior school year or the immediately 
6 preceding 3 school years who, as of July 1 of the 
7 immediately preceding fiscal year (as determined by the 
8 Department of Human Services), are eligible for at least 
9 one of the following low-income low income programs: 
10 Medicaid, the Children's Health Insurance Program, 
11 Temporary Assistance for Needy Families (TANF), or the 
12 Supplemental Nutrition Assistance Program, excluding 
13 pupils who are eligible for services provided by the 
14 Department of Children and Family Services. Until such time 
15 that grade level low-income populations become available, 
16 grade level low-income populations shall be determined by 
17 applying the low-income percentage to total student 
18 enrollments by grade level. The low-income percentage is 
19 determined by dividing the Low-Income Count by the Average 
20 Student Enrollment. The low-income percentage for programs 
21 operated by a regional office of education or an 
22 intermediate service center must be set to the weighted 
23 average of the low-income percentages of all of the school 
24 districts in the service region. The weighted low-income 
25 percentage is the result of multiplying the low-income 
26 percentage of each school district served by the regional 
 
 
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1 office of education or intermediate service center by each 
2 school district's Average Student Enrollment, summarizing 
3 those products and dividing the total by the total Average 
4 Student Enrollment for the service region.
5  "Maintenance and operations" means custodial services, 
6 facility and ground maintenance, facility operations, 
7 facility security, routine facility repairs, and other 
8 similar services and functions.
9  "Minimum Funding Level" is defined in paragraph (9) of 
10 subsection (g) of this Section.
11  "New Property Tax Relief Pool Funds" means, for any 
12 given fiscal year, all State funds appropriated under 
13 Section 2-3.170 of the School Code. 
14  "New State Funds" means, for a given school year, all 
15 State funds appropriated for Evidence-Based Funding in 
16 excess of the amount needed to fund the Base Funding 
17 Minimum for all Organizational Units in that school year.
18  "Net State Contribution Target" means, for a given 
19 school year, the amount of State funds that would be 
20 necessary to fully meet the Adequacy Target of an 
21 Operational Unit minus the Preliminary Resources available 
22 to each unit.
23  "Nurse" means an individual licensed as a certified 
24 school nurse, in accordance with the rules established for 
25 nursing services by the State Board, who is an employee of 
26 and is available to provide health care-related services 
 
 
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1 for students of an Organizational Unit.
2  "Operating Tax Rate" means the rate utilized in the 
3 previous year to extend property taxes for all purposes, 
4 except, Bond and Interest, Summer School, Rent, Capital 
5 Improvement, and Vocational Education Building purposes. 
6 For Hybrid Districts, the Operating Tax Rate shall be the 
7 combined elementary and high school rates utilized in the 
8 previous year to extend property taxes for all purposes, 
9 except, Bond and Interest, Summer School, Rent, Capital 
10 Improvement, and Vocational Education Building purposes. 
11  "Organizational Unit" means a Laboratory School or any 
12 public school district that is recognized as such by the 
13 State Board and that contains elementary schools typically 
14 serving kindergarten through 5th grades, middle schools 
15 typically serving 6th through 8th grades, high schools 
16 typically serving 9th through 12th grades, a program 
17 established under Section 2-3.66 or 2-3.41, or a program 
18 operated by a regional office of education or an 
19 intermediate service center under Article 13A or 13B. The 
20 General Assembly acknowledges that the actual grade levels 
21 served by a particular Organizational Unit may vary 
22 slightly from what is typical.
23  "Organizational Unit CWI" is determined by calculating 
24 the CWI in the region and original county in which an 
25 Organizational Unit's primary administrative office is 
26 located as set forth in this paragraph, provided that if 
 
 
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1 the Organizational Unit CWI as calculated in accordance 
2 with this paragraph is less than 0.9, the Organizational 
3 Unit CWI shall be increased to 0.9. Each county's current 
4 CWI value shall be adjusted based on the CWI value of that 
5 county's neighboring Illinois counties, to create a 
6 "weighted adjusted index value". This shall be calculated 
7 by summing the CWI values of all of a county's adjacent 
8 Illinois counties and dividing by the number of adjacent 
9 Illinois counties, then taking the weighted value of the 
10 original county's CWI value and the adjacent Illinois 
11 county average. To calculate this weighted value, if the 
12 number of adjacent Illinois counties is greater than 2, the 
13 original county's CWI value will be weighted at 0.25 and 
14 the adjacent Illinois county average will be weighted at 
15 0.75. If the number of adjacent Illinois counties is 2, the 
16 original county's CWI value will be weighted at 0.33 and 
17 the adjacent Illinois county average will be weighted at 
18 0.66. The greater of the county's current CWI value and its 
19 weighted adjusted index value shall be used as the 
20 Organizational Unit CWI.
21  "Preceding Tax Year" means the property tax levy year 
22 immediately preceding the Base Tax Year.
23  "Preceding Tax Year's Extension" means the product of 
24 the equalized assessed valuation utilized by the county 
25 clerk in the Preceding Tax Year multiplied by the Operating 
26 Tax Rate. 
 
 
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1  "Preliminary Percent of Adequacy" is defined in 
2 paragraph (2) of subsection (f) of this Section.
3  "Preliminary Resources" is defined in paragraph (2) of 
4 subsection (f) of this Section.
5  "Principal" means a school administrator duly endorsed 
6 to be employed as a principal in this State.
7  "Professional development" means training programs for 
8 licensed staff in schools, including, but not limited to, 
9 programs that assist in implementing new curriculum 
10 programs, provide data focused or academic assessment data 
11 training to help staff identify a student's weaknesses and 
12 strengths, target interventions, improve instruction, 
13 encompass instructional strategies for English learner, 
14 gifted, or at-risk students, address inclusivity, cultural 
15 sensitivity, or implicit bias, or otherwise provide 
16 professional support for licensed staff.
17  "Prototypical" means 450 special education 
18 pre-kindergarten and kindergarten through grade 5 students 
19 for an elementary school, 450 grade 6 through 8 students 
20 for a middle school, and 600 grade 9 through 12 students 
21 for a high school.
22  "PTELL" means the Property Tax Extension Limitation 
23 Law.
24  "PTELL EAV" is defined in paragraph (4) of subsection 
25 (d) of this Section.
26  "Pupil support staff" means a nurse, psychologist, 
 
 
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1 social worker, family liaison personnel, or other staff 
2 member who provides support to at-risk or struggling 
3 students.
4  "Real Receipts" is defined in paragraph (1) of 
5 subsection (d) of this Section.
6  "Regionalization Factor" means, for a particular 
7 Organizational Unit, the figure derived by dividing the 
8 Organizational Unit CWI by the Statewide Weighted CWI.
9  "School site staff" means the primary school secretary 
10 and any additional clerical personnel assigned to a school.
11  "Special education" means special educational 
12 facilities and services, as defined in Section 14-1.08 of 
13 this Code.
14  "Special Education Allocation" means the amount of an 
15 Organizational Unit's final Adequacy Target attributable 
16 to special education divided by the Organizational Unit's 
17 final Adequacy Target, the product of which shall be 
18 multiplied by the amount of new funding received pursuant 
19 to this Section. An Organizational Unit's final Adequacy 
20 Target attributable to special education shall include all 
21 special education investment adequacy elements. 
22  "Specialist teacher" means a teacher who provides 
23 instruction in subject areas not included in core subjects, 
24 including, but not limited to, art, music, physical 
25 education, health, driver education, career-technical 
26 education, and such other subject areas as may be mandated 
 
 
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1 by State law or provided by an Organizational Unit.
2  "Specially Funded Unit" means an Alternative School, 
3 safe school, Department of Juvenile Justice school, 
4 special education cooperative or entity recognized by the 
5 State Board as a special education cooperative, 
6 State-approved charter school, or alternative learning 
7 opportunities program that received direct funding from 
8 the State Board during the 2016-2017 school year through 
9 any of the funding sources included within the calculation 
10 of the Base Funding Minimum or Glenwood Academy.
11  "Supplemental Grant Funding" means supplemental 
12 general State aid funding received by an Organizational 
13 Organization Unit during the 2016-2017 school year 
14 pursuant to subsection (H) of Section 18-8.05 of this Code 
15 (now repealed). 
16  "State Adequacy Level" is the sum of the Adequacy 
17 Targets of all Organizational Units.
18  "State Board" means the State Board of Education.
19  "State Superintendent" means the State Superintendent 
20 of Education.
21  "Statewide Weighted CWI" means a figure determined by 
22 multiplying each Organizational Unit CWI times the ASE for 
23 that Organizational Unit creating a weighted value, 
24 summing all Organizational Units' Unit's weighted values, 
25 and dividing by the total ASE of all Organizational Units, 
26 thereby creating an average weighted index.
 
 
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1  "Student activities" means non-credit producing 
2 after-school programs, including, but not limited to, 
3 clubs, bands, sports, and other activities authorized by 
4 the school board of the Organizational Unit.
5  "Substitute teacher" means an individual teacher or 
6 teaching assistant who is employed by an Organizational 
7 Unit and is temporarily serving the Organizational Unit on 
8 a per diem or per period-assignment basis to replace 
9 replacing another staff member.
10  "Summer school" means academic and enrichment programs 
11 provided to students during the summer months outside of 
12 the regular school year.
13  "Supervisory aide" means a non-licensed staff member 
14 who helps in supervising students of an Organizational 
15 Unit, but does so outside of the classroom, in situations 
16 such as, but not limited to, monitoring hallways and 
17 playgrounds, supervising lunchrooms, or supervising 
18 students when being transported in buses serving the 
19 Organizational Unit.
20  "Target Ratio" is defined in paragraph (4) of 
21 subsection (g).
22  "Tier 1", "Tier 2", "Tier 3", and "Tier 4" are defined 
23 in paragraph (3) of subsection (g).
24  "Tier 1 Aggregate Funding", "Tier 2 Aggregate 
25 Funding", "Tier 3 Aggregate Funding", and "Tier 4 Aggregate 
26 Funding" are defined in paragraph (1) of subsection (g). 
 
 
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1 (b) Adequacy Target calculation. 
2  (1) Each Organizational Unit's Adequacy Target is the 
3 sum of the Organizational Unit's cost of providing 
4 Essential Elements, as calculated in accordance with this 
5 subsection (b), with the salary amounts in the Essential 
6 Elements multiplied by a Regionalization Factor calculated 
7 pursuant to paragraph (3) of this subsection (b).
8  (2) The Essential Elements are attributable on a pro 
9 rata basis related to defined subgroups of the ASE of each 
10 Organizational Unit as specified in this paragraph (2), 
11 with investments and FTE positions pro rata funded based on 
12 ASE counts in excess of or less than the thresholds set 
13 forth in this paragraph (2). Any Organizational Unit that 
14 has an ASE that is less than the thresholds set forth in 
15 this paragraph (2) shall be funded at the applicable 
16 threshold set forth in this paragraph (2) and not funded on 
17 a pro rata based count. The method for calculating 
18 attributable pro rata costs and the defined subgroups 
19 thereto are as follows: 
20   (A) Core class size investments. Each 
21 Organizational Unit shall receive the funding required 
22 to support that number of FTE core teacher positions as 
23 is needed to keep the respective class sizes of the 
24 Organizational Unit to the following maximum numbers:
25    (i) For grades kindergarten through 3, the 
26 Organizational Unit shall receive funding required 
 
 
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1 to support one FTE core teacher position for every 
2 15 Low-Income Count students in those grades and 
3 one FTE core teacher position for every 20 
4 non-Low-Income Count students in those grades.
5    (ii) For grades 4 through 12, the 
6 Organizational Unit shall receive funding required 
7 to support one FTE core teacher position for every 
8 20 Low-Income Count students in those grades and 
9 one FTE core teacher position for every 25 
10 non-Low-Income Count students in those grades.
11   The number of non-Low-Income Count students in a 
12 grade shall be determined by subtracting the 
13 Low-Income students in that grade from the ASE of the 
14 Organizational Unit for that grade.
15   (B) Specialist teacher investments. Each 
16 Organizational Unit shall receive the funding needed 
17 to cover that number of FTE specialist teacher 
18 positions that correspond to the following 
19 percentages: 
20    (i) if the Organizational Unit operates an 
21 elementary or middle school, then 20.00% of the 
22 number of the Organizational Unit's core teachers, 
23 as determined under subparagraph (A) of this 
24 paragraph (2); and
25    (ii) if such Organizational Unit operates a 
26 high school, then 33.33% of the number of the 
 
 
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1 Organizational Unit's core teachers. 
2   (C) Instructional facilitator investments. Each 
3 Organizational Unit shall receive the funding needed 
4 to cover one FTE instructional facilitator position 
5 for every 200 combined ASE of pre-kindergarten 
6 children with disabilities and all kindergarten 
7 through grade 12 students of the Organizational Unit.
8   (D) Core intervention teacher (tutor) investments. 
9 Each Organizational Unit shall receive the funding 
10 needed to cover one FTE teacher position for each 
11 prototypical elementary, middle, and high school.
12   (E) Substitute teacher investments. Each 
13 Organizational Unit shall receive the funding needed 
14 to cover substitute teacher costs that is equal to 
15 5.70% of the minimum pupil attendance days required 
16 under Section 10-19 of this Code for all full-time 
17 equivalent core, specialist, and intervention 
18 teachers, school nurses, special education teachers 
19 and instructional assistants, instructional 
20 facilitators, and summer school and extended day 
21 extended-day teacher positions, as determined under 
22 this paragraph (2), at a salary rate of 33.33% of the 
23 average salary for grade K through 12 teachers and 
24 33.33% of the average salary of each instructional 
25 assistant position.
26   (F) Core guidance counselor investments. Each 
 
 
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1 Organizational Unit shall receive the funding needed 
2 to cover one FTE guidance counselor for each 450 
3 combined ASE of pre-kindergarten children with 
4 disabilities and all kindergarten through grade 5 
5 students, plus one FTE guidance counselor for each 250 
6 grades 6 through 8 ASE middle school students, plus one 
7 FTE guidance counselor for each 250 grades 9 through 12 
8 ASE high school students.
9   (G) Nurse investments. Each Organizational Unit 
10 shall receive the funding needed to cover one FTE nurse 
11 for each 750 combined ASE of pre-kindergarten children 
12 with disabilities and all kindergarten through grade 
13 12 students across all grade levels it serves.
14   (H) Supervisory aide investments. Each 
15 Organizational Unit shall receive the funding needed 
16 to cover one FTE for each 225 combined ASE of 
17 pre-kindergarten children with disabilities and all 
18 kindergarten through grade 5 students, plus one FTE for 
19 each 225 ASE middle school students, plus one FTE for 
20 each 200 ASE high school students.
21   (I) Librarian investments. Each Organizational 
22 Unit shall receive the funding needed to cover one FTE 
23 librarian for each prototypical elementary school, 
24 middle school, and high school and one FTE aide or 
25 media technician for every 300 combined ASE of 
26 pre-kindergarten children with disabilities and all 
 
 
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1 kindergarten through grade 12 students.
2   (J) Principal investments. Each Organizational 
3 Unit shall receive the funding needed to cover one FTE 
4 principal position for each prototypical elementary 
5 school, plus one FTE principal position for each 
6 prototypical middle school, plus one FTE principal 
7 position for each prototypical high school.
8   (K) Assistant principal investments. Each 
9 Organizational Unit shall receive the funding needed 
10 to cover one FTE assistant principal position for each 
11 prototypical elementary school, plus one FTE assistant 
12 principal position for each prototypical middle 
13 school, plus one FTE assistant principal position for 
14 each prototypical high school.
15   (L) School site staff investments. Each 
16 Organizational Unit shall receive the funding needed 
17 for one FTE position for each 225 ASE of 
18 pre-kindergarten children with disabilities and all 
19 kindergarten through grade 5 students, plus one FTE 
20 position for each 225 ASE middle school students, plus 
21 one FTE position for each 200 ASE high school students.
22   (M) Gifted investments. Each Organizational Unit 
23 shall receive $40 per kindergarten through grade 12 
24 ASE.
25   (N) Professional development investments. Each 
26 Organizational Unit shall receive $125 per student of 
 
 
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1 the combined ASE of pre-kindergarten children with 
2 disabilities and all kindergarten through grade 12 
3 students for trainers and other professional 
4 development-related expenses for supplies and 
5 materials.
6   (O) Instructional material investments. Each 
7 Organizational Unit shall receive $190 per student of 
8 the combined ASE of pre-kindergarten children with 
9 disabilities and all kindergarten through grade 12 
10 students to cover instructional material costs.
11   (P) Assessment investments. Each Organizational 
12 Unit shall receive $25 per student of the combined ASE 
13 of pre-kindergarten children with disabilities and all 
14 kindergarten through grade 12 students student to 
15 cover assessment costs.
16   (Q) Computer technology and equipment investments. 
17 Each Organizational Unit shall receive $285.50 per 
18 student of the combined ASE of pre-kindergarten 
19 children with disabilities and all kindergarten 
20 through grade 12 students to cover computer technology 
21 and equipment costs. For the 2018-2019 school year and 
22 subsequent school years, Organizational Units assigned 
23 to Tier 1 and Tier 2 in the prior school year shall 
24 receive an additional $285.50 per student of the 
25 combined ASE of pre-kindergarten children with 
26 disabilities and all kindergarten through grade 12 
 
 
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1 students to cover computer technology and equipment 
2 costs in the Organizational Organization Unit's 
3 Adequacy Target. The State Board may establish 
4 additional requirements for Organizational Unit 
5 expenditures of funds received pursuant to this 
6 subparagraph (Q), including a requirement that funds 
7 received pursuant to this subparagraph (Q) may be used 
8 only for serving the technology needs of the district. 
9 It is the intent of Public Act 100-465 this amendatory 
10 Act of the 100th General Assembly that all Tier 1 and 
11 Tier 2 districts receive the addition to their Adequacy 
12 Target in the following year, subject to compliance 
13 with the requirements of the State Board.
14   (R) Student activities investments. Each 
15 Organizational Unit shall receive the following 
16 funding amounts to cover student activities: $100 per 
17 kindergarten through grade 5 ASE student in elementary 
18 school, plus $200 per ASE student in middle school, 
19 plus $675 per ASE student in high school.
20   (S) Maintenance and operations investments. Each 
21 Organizational Unit shall receive $1,038 per student 
22 of the combined ASE of pre-kindergarten children with 
23 disabilities and all kindergarten through grade 12 
24 students for day-to-day maintenance and operations 
25 expenditures, including salary, supplies, and 
26 materials, as well as purchased services, but 
 
 
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1 excluding employee benefits. The proportion of salary 
2 for the application of a Regionalization Factor and the 
3 calculation of benefits is equal to $352.92.
4   (T) Central office investments. Each 
5 Organizational Unit shall receive $742 per student of 
6 the combined ASE of pre-kindergarten children with 
7 disabilities and all kindergarten through grade 12 
8 students to cover central office operations, including 
9 administrators and classified personnel charged with 
10 managing the instructional programs, business and 
11 operations of the school district, and security 
12 personnel. The proportion of salary for the 
13 application of a Regionalization Factor and the 
14 calculation of benefits is equal to $368.48.
15   (U) Employee benefit investments. Each 
16 Organizational Unit shall receive 30% of the total of 
17 all salary-calculated elements of the Adequacy Target, 
18 excluding substitute teachers and student activities 
19 investments, to cover benefit costs. For central 
20 office and maintenance and operations investments, the 
21 benefit calculation shall be based upon the salary 
22 proportion of each investment. If at any time the 
23 responsibility for funding the employer normal cost of 
24 teacher pensions is assigned to school districts, then 
25 that amount certified by the Teachers' Retirement 
26 System of the State of Illinois to be paid by the 
 
 
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1 Organizational Unit for the preceding school year 
2 shall be added to the benefit investment. For any 
3 fiscal year in which a school district organized under 
4 Article 34 of this Code is responsible for paying the 
5 employer normal cost of teacher pensions, then that 
6 amount of its employer normal cost plus the amount for 
7 retiree health insurance as certified by the Public 
8 School Teachers' Pension and Retirement Fund of 
9 Chicago to be paid by the school district for the 
10 preceding school year that is statutorily required to 
11 cover employer normal costs and the amount for retiree 
12 health insurance shall be added to the 30% specified in 
13 this subparagraph (U). The Teachers' Retirement System 
14 of the State of Illinois and the Public School 
15 Teachers' Pension and Retirement Fund of Chicago shall 
16 submit such information as the State Superintendent 
17 may require for the calculations set forth in this 
18 subparagraph (U). 
19   (V) Additional investments in low-income students. 
20 In addition to and not in lieu of all other funding 
21 under this paragraph (2), each Organizational Unit 
22 shall receive funding based on the average teacher 
23 salary for grades K through 12 to cover the costs of:
24    (i) one FTE intervention teacher (tutor) 
25 position for every 125 Low-Income Count students;
26    (ii) one FTE pupil support staff position for 
 
 
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1 every 125 Low-Income Count students;
2    (iii) one FTE extended day teacher position 
3 for every 120 Low-Income Count students; and
4    (iv) one FTE summer school teacher position 
5 for every 120 Low-Income Count students.
6   (W) Additional investments in English learner 
7 students. In addition to and not in lieu of all other 
8 funding under this paragraph (2), each Organizational 
9 Unit shall receive funding based on the average teacher 
10 salary for grades K through 12 to cover the costs of: 
11    (i) one FTE intervention teacher (tutor) 
12 position for every 125 English learner students;
13    (ii) one FTE pupil support staff position for 
14 every 125 English learner students;
15    (iii) one FTE extended day teacher position 
16 for every 120 English learner students;
17    (iv) one FTE summer school teacher position 
18 for every 120 English learner students; and
19    (v) one FTE core teacher position for every 100 
20 English learner students. 
21   (X) Special education investments. Each 
22 Organizational Unit shall receive funding based on the 
23 average teacher salary for grades K through 12 to cover 
24 special education as follows: 
25    (i) one FTE teacher position for every 141 
26 combined ASE of pre-kindergarten children with 
 
 
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1 disabilities and all kindergarten through grade 12 
2 students;
3    (ii) one FTE instructional assistant for every 
4 141 combined ASE of pre-kindergarten children with 
5 disabilities and all kindergarten through grade 12 
6 students; and
7    (iii) one FTE psychologist position for every 
8 1,000 combined ASE of pre-kindergarten children 
9 with disabilities and all kindergarten through 
10 grade 12 students. 
11  (3) For calculating the salaries included within the 
12 Essential Elements, the State Superintendent shall 
13 annually calculate average salaries to the nearest dollar 
14 using the employment information system data maintained by 
15 the State Board, limited to public schools only and 
16 excluding special education and vocational cooperatives, 
17 schools operated by the Department of Juvenile Justice, and 
18 charter schools, for the following positions: 
19   (A) Teacher for grades K through 8.
20   (B) Teacher for grades 9 through 12.
21   (C) Teacher for grades K through 12.
22   (D) Guidance counselor for grades K through 8.
23   (E) Guidance counselor for grades 9 through 12.
24   (F) Guidance counselor for grades K through 12.
25   (G) Social worker.
26   (H) Psychologist.
 
 
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1   (I) Librarian.
2   (J) Nurse.
3   (K) Principal.
4   (L) Assistant principal. 
5  For the purposes of this paragraph (3), "teacher" 
6 includes core teachers, specialist and elective teachers, 
7 instructional facilitators, tutors, special education 
8 teachers, pupil support staff teachers, English learner 
9 teachers, extended day extended-day teachers, and summer 
10 school teachers. Where specific grade data is not required 
11 for the Essential Elements, the average salary for 
12 corresponding positions shall apply. For substitute 
13 teachers, the average teacher salary for grades K through 
14 12 shall apply. 
15  For calculating the salaries included within the 
16 Essential Elements for positions not included within EIS 
17 Data, the following salaries shall be used in the first 
18 year of implementation of Evidence-Based Funding: 
19   (i) school site staff, $30,000; and
20   (ii) non-instructional assistant, instructional 
21 assistant, library aide, library media tech, or 
22 supervisory aide: $25,000. 
23  In the second and subsequent years of implementation of 
24 Evidence-Based Funding, the amounts in items (i) and (ii) 
25 of this paragraph (3) shall annually increase by the ECI. 
26  The salary amounts for the Essential Elements 
 
 
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1 determined pursuant to subparagraphs (A) through (L), (S) 
2 and (T), and (V) through (X) of paragraph (2) of subsection 
3 (b) of this Section shall be multiplied by a 
4 Regionalization Factor. 
5 (c) Local Capacity capacity calculation. 
6  (1) Each Organizational Unit's Local Capacity 
7 represents an amount of funding it is assumed to contribute 
8 toward its Adequacy Target for purposes of the 
9 Evidence-Based Funding formula calculation. "Local 
10 Capacity" means either (i) the Organizational Unit's Local 
11 Capacity Target as calculated in accordance with paragraph 
12 (2) of this subsection (c) if its Real Receipts are equal 
13 to or less than its Local Capacity Target or (ii) the 
14 Organizational Unit's Adjusted Local Capacity, as 
15 calculated in accordance with paragraph (3) of this 
16 subsection (c) if Real Receipts are more than its Local 
17 Capacity Target.
18  (2) "Local Capacity Target" means, for an 
19 Organizational Unit, that dollar amount that is obtained by 
20 multiplying its Adequacy Target by its Local Capacity 
21 Ratio. 
22   (A) An Organizational Unit's Local Capacity 
23 Percentage is the conversion of the Organizational 
24 Unit's Local Capacity Ratio, as such ratio is 
25 determined in accordance with subparagraph (B) of this 
26 paragraph (2), into a cumulative distribution 
 
 
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1 resulting in a percentile ranking to determine each 
2 Organizational Unit's relative position to all other 
3 Organizational Units in this State. The calculation of 
4 Local Capacity Percentage is described in subparagraph 
5 (C) of this paragraph (2).
6   (B) An Organizational Unit's Local Capacity Ratio 
7 in a given year is the percentage obtained by dividing 
8 its Adjusted EAV or PTELL EAV, whichever is less, by 
9 its Adequacy Target, with the resulting ratio further 
10 adjusted as follows: 
11    (i) for Organizational Units serving grades 
12 kindergarten through 12 and Hybrid Districts, no 
13 further adjustments shall be made;
14    (ii) for Organizational Units serving grades 
15 kindergarten through 8, the ratio shall be 
16 multiplied by 9/13;
17    (iii) for Organizational Units serving grades 
18 9 through 12, the Local Capacity Ratio shall be 
19 multiplied by 4/13; and
20    (iv) for an Organizational Unit with a 
21 different grade configuration than those specified 
22 in items (i) through (iii) of this subparagraph 
23 (B), the State Superintendent shall determine a 
24 comparable adjustment based on the grades served. 
25   (C) The Local Capacity Percentage is equal to the 
26 percentile ranking of the district. Local Capacity 
 
 
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1 Percentage converts each Organizational Unit's Local 
2 Capacity Ratio to a cumulative distribution resulting 
3 in a percentile ranking to determine each 
4 Organizational Unit's relative position to all other 
5 Organizational Units in this State. The Local Capacity 
6 Percentage cumulative distribution resulting in a 
7 percentile ranking for each Organizational Unit shall 
8 be calculated using the standard normal distribution 
9 of the score in relation to the weighted mean and 
10 weighted standard deviation and Local Capacity Ratios 
11 of all Organizational Units. If the value assigned to 
12 any Organizational Unit is in excess of 90%, the value 
13 shall be adjusted to 90%. For Laboratory Schools, the 
14 Local Capacity Percentage shall be set at 10% in

15 recognition of the absence of EAV and resources from 
16 the public university that are allocated to
the 
17 Laboratory School. For programs operated by a regional 
18 office of education or an intermediate service center, 
19 the Local Capacity Percentage must be set at 10% in 
20 recognition of the absence of EAV and resources from 
21 school districts that are allocated to the regional 
22 office of education or intermediate service center. 
23 The weighted mean for the Local Capacity Percentage 
24 shall be determined by multiplying each Organizational 
25 Unit's Local Capacity Ratio times the ASE for the unit 
26 creating a weighted value, summing the weighted values 
 
 
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1 of all Organizational Units, and dividing by the total 
2 ASE of all Organizational Units. The weighted standard 
3 deviation shall be determined by taking the square root 
4 of the weighted variance of all Organizational Units' 
5 Local Capacity Ratio, where the variance is calculated 
6 by squaring the difference between each unit's Local 
7 Capacity Ratio and the weighted mean, then multiplying 
8 the variance for each unit times the ASE for the unit 
9 to create a weighted variance for each unit, then 
10 summing all units' weighted variance and dividing by 
11 the total ASE of all units.
12   (D) For any Organizational Unit, the 
13 Organizational Unit's Adjusted Local Capacity Target 
14 shall be reduced by either (i) the school board's 
15 remaining contribution pursuant to paragraph (ii) of 
16 subsection (b-4) of Section 16-158 of the Illinois 
17 Pension Code in a given year, or (ii) the board of 
18 education's remaining contribution pursuant to 
19 paragraph (iv) of subsection (b) of Section 17-129 of 
20 the Illinois Pension Code absent the employer normal 
21 cost portion of the required contribution and amount 
22 allowed pursuant to subdivision (3) of Section 
23 17-142.1 of the Illinois Pension Code in a given year. 
24 In the preceding sentence, item (i) shall be certified 
25 to the State Board of Education by the Teachers' 
26 Retirement System of the State of Illinois and item 
 
 
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1 (ii) shall be certified to the State Board of Education 
2 by the Public School Teachers' Pension and Retirement 
3 Fund of the City of Chicago. 
4  (3) If an Organizational Unit's Real Receipts are more 
5 than its Local Capacity Target, then its Local Capacity 
6 shall equal an Adjusted Local Capacity Target as calculated 
7 in accordance with this paragraph (3). The Adjusted Local 
8 Capacity Target is calculated as the sum of the 
9 Organizational Unit's Local Capacity Target and its Real 
10 Receipts Adjustment. The Real Receipts Adjustment equals 
11 the Organizational Unit's Real Receipts less its Local 
12 Capacity Target, with the resulting figure multiplied by 
13 the Local Capacity Percentage.
14  As used in this paragraph (3), "Real Percent of 
15 Adequacy" means the sum of an Organizational Unit's Real 
16 Receipts, CPPRT, and Base Funding Minimum, with the 
17 resulting figure divided by the Organizational Unit's 
18 Adequacy Target. 
19 (d) Calculation of Real Receipts, EAV, and Adjusted EAV for 
20purposes of the Local Capacity calculation. 
21  (1) An Organizational Unit's Real Receipts are the 
22 product of its Applicable Tax Rate and its Adjusted EAV. An 
23 Organizational Unit's Applicable Tax Rate is its Adjusted 
24 Operating Tax Rate for property within the Organizational 
25 Unit.
26  (2) The State Superintendent shall calculate the 
 
 
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1 equalized assessed valuation Equalized Assessed Valuation, 
2 or EAV, of all taxable property of each Organizational Unit 
3 as of September 30 of the previous year in accordance with 
4 paragraph (3) of this subsection (d). The State 
5 Superintendent shall then determine the Adjusted EAV of 
6 each Organizational Unit in accordance with paragraph (4) 
7 of this subsection (d), which Adjusted EAV figure shall be 
8 used for the purposes of calculating Local Capacity.
9  (3) To calculate Real Receipts and EAV, the Department 
10 of Revenue shall supply to the State Superintendent the 
11 value as equalized or assessed by the Department of Revenue 
12 of all taxable property of every Organizational Unit, 
13 together with (i) the applicable tax rate used in extending 
14 taxes for the funds of the Organizational Unit as of 
15 September 30 of the previous year and (ii) the limiting 
16 rate for all Organizational Units subject to property tax 
17 extension limitations as imposed under PTELL. 
18   (A) The Department of Revenue shall add to the 
19 equalized assessed value of all taxable property of 
20 each Organizational Unit situated entirely or 
21 partially within a county that is or was subject to the 
22 provisions of Section 15-176 or 15-177 of the Property 
23 Tax Code (i) an amount equal to the total amount by 
24 which the homestead exemption allowed under Section 
25 15-176 or 15-177 of the Property Tax Code for real 
26 property situated in that Organizational Unit exceeds 
 
 
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1 the total amount that would have been allowed in that 
2 Organizational Unit if the maximum reduction under 
3 Section 15-176 was (I) $4,500 in Cook County or $3,500 
4 in all other counties in tax year 2003 or (II) $5,000 
5 in all counties in tax year 2004 and thereafter and 
6 (ii) an amount equal to the aggregate amount for the 
7 taxable year of all additional exemptions under 
8 Section 15-175 of the Property Tax Code for owners with 
9 a household income of $30,000 or less. The county clerk 
10 of any county that is or was subject to the provisions 
11 of Section 15-176 or 15-177 of the Property Tax Code 
12 shall annually calculate and certify to the Department 
13 of Revenue for each Organizational Unit all homestead 
14 exemption amounts under Section 15-176 or 15-177 of the 
15 Property Tax Code and all amounts of additional 
16 exemptions under Section 15-175 of the Property Tax 
17 Code for owners with a household income of $30,000 or 
18 less. It is the intent of this subparagraph (A) that if 
19 the general homestead exemption for a parcel of 
20 property is determined under Section 15-176 or 15-177 
21 of the Property Tax Code rather than Section 15-175, 
22 then the calculation of EAV shall not be affected by 
23 the difference, if any, between the amount of the 
24 general homestead exemption allowed for that parcel of 
25 property under Section 15-176 or 15-177 of the Property 
26 Tax Code and the amount that would have been allowed 
 
 
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1 had the general homestead exemption for that parcel of 
2 property been determined under Section 15-175 of the 
3 Property Tax Code. It is further the intent of this 
4 subparagraph (A) that if additional exemptions are 
5 allowed under Section 15-175 of the Property Tax Code 
6 for owners with a household income of less than 
7 $30,000, then the calculation of EAV shall not be 
8 affected by the difference, if any, because of those 
9 additional exemptions.
10   (B) With respect to any part of an Organizational 
11 Unit within a redevelopment project area in respect to 
12 which a municipality has adopted tax increment 
13 allocation financing pursuant to the Tax Increment 
14 Allocation Redevelopment Act, Division 74.4 of Article 
15 11 of the Illinois Municipal Code, or the Industrial 
16 Jobs Recovery Law, Division 74.6 of Article 11 of the 
17 Illinois Municipal Code, no part of the current EAV of 
18 real property located in any such project area that 
19 which is attributable to an increase above the total 
20 initial EAV of such property shall be used as part of 
21 the EAV of the Organizational Unit, until such time as 
22 all redevelopment project costs have been paid, as 
23 provided in Section 11-74.4-8 of the Tax Increment 
24 Allocation Redevelopment Act or in Section 11-74.6-35 
25 of the Industrial Jobs Recovery Law. For the purpose of 
26 the EAV of the Organizational Unit, the total initial 
 
 
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1 EAV or the current EAV, whichever is lower, shall be 
2 used until such time as all redevelopment project costs 
3 have been paid.
4   (B-5) The real property equalized assessed 
5 valuation for a school district shall be adjusted by 
6 subtracting from the real property value, as equalized 
7 or assessed by the Department of Revenue, for the 
8 district an amount computed by dividing the amount of 
9 any abatement of taxes under Section 18-170 of the 
10 Property Tax Code by 3.00% for a district maintaining 
11 grades kindergarten through 12, by 2.30% for a district 
12 maintaining grades kindergarten through 8, or by 1.05% 
13 for a district maintaining grades 9 through 12 and 
14 adjusted by an amount computed by dividing the amount 
15 of any abatement of taxes under subsection (a) of 
16 Section 18-165 of the Property Tax Code by the same 
17 percentage rates for district type as specified in this 
18 subparagraph (B-5). 
19   (C) For Organizational Units that are Hybrid 
20 Districts, the State Superintendent shall use the 
21 lesser of the adjusted equalized assessed valuation 
22 for property within the partial elementary unit 
23 district for elementary purposes, as defined in 
24 Article 11E of this Code, or the adjusted equalized 
25 assessed valuation for property within the partial 
26 elementary unit district for high school purposes, as 
 
 
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1 defined in Article 11E of this Code. 
2  (4) An Organizational Unit's Adjusted EAV shall be the 
3 average of its EAV over the immediately preceding 3 years 
4 or its EAV in the immediately preceding year if the EAV in 
5 the immediately preceding year has declined by 10% or more 
6 compared to the 3-year average. In the event of 
7 Organizational Unit reorganization, consolidation, or 
8 annexation, the Organizational Unit's Adjusted EAV for the 
9 first 3 years after such change shall be as follows: the 
10 most current EAV shall be used in the first year, the 
11 average of a 2-year EAV or its EAV in the immediately 
12 preceding year if the EAV declines by 10% or more compared 
13 to the 2-year average for the second year, and a 3-year 
14 average EAV or its EAV in the immediately preceding year if 
15 the Adjusted adjusted EAV declines by 10% or more compared 
16 to the 3-year average for the third year. For any school 
17 district whose EAV in the immediately preceding year is 
18 used in calculations, in the following year, the Adjusted 
19 EAV shall be the average of its EAV over the immediately 
20 preceding 2 years or the immediately preceding year if that 
21 year represents a decline of 10% or more compared to the 
22 2-year average. 
23  "PTELL EAV" means a figure calculated by the State 
24 Board for Organizational Units subject to PTELL as 
25 described in this paragraph (4) for the purposes of 
26 calculating an Organizational Unit's Local Capacity Ratio. 
 
 
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1 Except as otherwise provided in this paragraph (4), the 
2 PTELL EAV of an Organizational Unit shall be equal to the 
3 product of the equalized assessed valuation last used in 
4 the calculation of general State aid under Section 18-8.05 
5 of this Code (now repealed) or Evidence-Based Funding under 
6 this Section and the Organizational Unit's Extension 
7 Limitation Ratio. If an Organizational Unit has approved or 
8 does approve an increase in its limiting rate, pursuant to 
9 Section 18-190 of the Property Tax Code, affecting the Base 
10 Tax Year, the PTELL EAV shall be equal to the product of 
11 the equalized assessed valuation last used in the 
12 calculation of general State aid under Section 18-8.05 of 
13 this Code (now repealed) or Evidence-Based Funding under 
14 this Section multiplied by an amount equal to one plus the 
15 percentage increase, if any, in the Consumer Price Index 
16 for All Urban Consumers for all items published by the 
17 United States Department of Labor for the 12-month calendar 
18 year preceding the Base Tax Year, plus the equalized 
19 assessed valuation of new property, annexed property, and 
20 recovered tax increment value and minus the equalized 
21 assessed valuation of disconnected property.
22  As used in this paragraph (4), "new property" and 
23 "recovered tax increment value" shall have the meanings set 
24 forth in the Property Tax Extension Limitation Law.
25 (e) Base Funding Minimum calculation. 
26  (1) For the 2017-2018 school year, the Base Funding 
 
 
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1 Minimum of an Organizational Unit or a Specially Funded 
2 Unit shall be the amount of State funds distributed to the 
3 Organizational Unit or Specially Funded Unit during the 
4 2016-2017 school year prior to any adjustments and 
5 specified appropriation amounts described in this 
6 paragraph (1) from the following Sections, as calculated by 
7 the State Superintendent: Section 18-8.05 of this Code (now 
8 repealed); Section 5 of Article 224 of Public Act 99-524 
9 (equity grants); Section 14-7.02b of this Code (funding for 
10 children requiring special education services); Section 
11 14-13.01 of this Code (special education facilities and 
12 staffing), except for reimbursement of the cost of 
13 transportation pursuant to Section 14-13.01; Section 
14 14C-12 of this Code (English learners); and Section 18-4.3 
15 of this Code (summer school), based on an appropriation 
16 level of $13,121,600. For a school district organized under 
17 Article 34 of this Code, the Base Funding Minimum also 
18 includes (i) the funds allocated to the school district 
19 pursuant to Section 1D-1 of this Code attributable to 
20 funding programs authorized by the Sections of this Code 
21 listed in the preceding sentence; and (ii) the difference 
22 between (I) the funds allocated to the school district 
23 pursuant to Section 1D-1 of this Code attributable to the 
24 funding programs authorized by Section 14-7.02 (non-public 
25 special education reimbursement), subsection (b) of 
26 Section 14-13.01 (special education transportation), 
 
 
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1 Section 29-5 (transportation), Section 2-3.80 
2 (agricultural education), Section 2-3.66 (truants' 
3 alternative education), Section 2-3.62 (educational 
4 service centers), and Section 14-7.03 (special education - 
5 orphanage) of this Code and Section 15 of the Childhood 
6 Hunger Relief Act (free breakfast program) and (II) the 
7 school district's actual expenditures for its non-public 
8 special education, special education transportation, 
9 transportation programs, agricultural education, truants' 
10 alternative education, services that would otherwise be 
11 performed by a regional office of education, special 
12 education orphanage expenditures, and free breakfast, as 
13 most recently calculated and reported pursuant to 
14 subsection (f) of Section 1D-1 of this Code. The Base 
15 Funding Minimum for Glenwood Academy shall be $625,500. For 
16 programs operated by a regional office of education or an 
17 intermediate service center, the Base Funding Minimum must 
18 be the total amount of State funds allocated to those 
19 programs in the 2018-2019 school year and amounts provided 
20 pursuant to Article 34 of Public Act 100-586 and Section 
21 3-16 of this Code. All programs established after June 5, 
22 2019 (the effective date of Public Act 101-10) this 
23 amendatory Act of the 101st General Assembly and 
24 administered by a regional office of education or an 
25 intermediate service center must have an initial Base 
26 Funding Minimum set to an amount equal to the first-year 
 
 
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1 ASE multiplied by the amount of per pupil funding received 
2 in the previous school year by the lowest funded similar 
3 existing program type. If the enrollment for a program 
4 operated by a regional office of education or an 
5 intermediate service center is zero, then it may not 
6 receive Base Funding Minimum funds for that program in the 
7 next fiscal year, and those funds must be distributed to 
8 Organizational Units under subsection (g).
9  (2) For the 2018-2019 and subsequent school years, the 
10 Base Funding Minimum of Organizational Units and Specially 
11 Funded Units shall be the sum of (i) the amount of 
12 Evidence-Based Funding for the prior school year, (ii) the 
13 Base Funding Minimum for the prior school year, and (iii) 
14 any amount received by a school district pursuant to 
15 Section 7 of Article 97 of Public Act 100-21. 
16 (f) Percent of Adequacy and Final Resources calculation. 
17  (1) The Evidence-Based Funding formula establishes a 
18 Percent of Adequacy for each Organizational Unit in order 
19 to place such units into tiers for the purposes of the 
20 funding distribution system described in subsection (g) of 
21 this Section. Initially, an Organizational Unit's 
22 Preliminary Resources and Preliminary Percent of Adequacy 
23 are calculated pursuant to paragraph (2) of this subsection 
24 (f). Then, an Organizational Unit's Final Resources and 
25 Final Percent of Adequacy are calculated to account for the 
26 Organizational Unit's poverty concentration levels 
 
 
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1 pursuant to paragraphs (3) and (4) of this subsection (f).
2  (2) An Organizational Unit's Preliminary Resources are 
3 equal to the sum of its Local Capacity Target, CPPRT, and 
4 Base Funding Minimum. An Organizational Unit's Preliminary 
5 Percent of Adequacy is the lesser of (i) its Preliminary 
6 Resources divided by its Adequacy Target or (ii) 100%.
7  (3) Except for Specially Funded Units, an 
8 Organizational Unit's Final Resources are equal the sum of 
9 its Local Capacity, CPPRT, and Adjusted Base Funding 
10 Minimum. The Base Funding Minimum of each Specially Funded 
11 Unit shall serve as its Final Resources, except that the 
12 Base Funding Minimum for State-approved charter schools 
13 shall not include any portion of general State aid 
14 allocated in the prior year based on the per capita tuition 
15 charge times the charter school enrollment.
16  (4) An Organizational Unit's Final Percent of Adequacy 
17 is its Final Resources divided by its Adequacy Target. An 
18 Organizational Unit's Adjusted Base Funding Minimum is 
19 equal to its Base Funding Minimum less its Supplemental 
20 Grant Funding, with the resulting figure added to the 
21 product of its Supplemental Grant Funding and Preliminary 
22 Percent of Adequacy. 
23 (g) Evidence-Based Funding formula distribution system. 
24  (1) In each school year under the Evidence-Based 
25 Funding formula, each Organizational Unit receives funding 
26 equal to the sum of its Base Funding Minimum and the unit's 
 
 
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1 allocation of New State Funds determined pursuant to this 
2 subsection (g). To allocate New State Funds, the 
3 Evidence-Based Funding formula distribution system first 
4 places all Organizational Units into one of 4 tiers in 
5 accordance with paragraph (3) of this subsection (g), based 
6 on the Organizational Unit's Final Percent of Adequacy. New 
7 State Funds are allocated to each of the 4 tiers as 
8 follows: Tier 1 Aggregate Funding equals 50% of all New 
9 State Funds, Tier 2 Aggregate Funding equals 49% of all New 
10 State Funds, Tier 3 Aggregate Funding equals 0.9% of all 
11 New State Funds, and Tier 4 Aggregate Funding equals 0.1% 
12 of all New State Funds. Each Organizational Unit within 
13 Tier 1 or Tier 2 receives an allocation of New State Funds 
14 equal to its tier Funding Gap, as defined in the following 
15 sentence, multiplied by the tier's Allocation Rate 
16 determined pursuant to paragraph (4) of this subsection 
17 (g). For Tier 1, an Organizational Unit's Funding Gap 
18 equals the tier's Target Ratio, as specified in paragraph 
19 (5) of this subsection (g), multiplied by the 
20 Organizational Unit's Adequacy Target, with the resulting 
21 amount reduced by the Organizational Unit's Final 
22 Resources. For Tier 2, an Organizational Unit's Funding Gap 
23 equals the tier's Target Ratio, as described in paragraph 
24 (5) of this subsection (g), multiplied by the 
25 Organizational Unit's Adequacy Target, with the resulting 
26 amount reduced by the Organizational Unit's Final 
 
 
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1 Resources and its Tier 1 funding allocation. To determine 
2 the Organizational Unit's Funding Gap, the resulting 
3 amount is then multiplied by a factor equal to one minus 
4 the Organizational Unit's Local Capacity Target 
5 percentage. Each Organizational Unit within Tier 3 or Tier 
6 4 receives an allocation of New State Funds equal to the 
7 product of its Adequacy Target and the tier's Allocation 
8 Rate, as specified in paragraph (4) of this subsection (g).
9  (2) To ensure equitable distribution of dollars for all 
10 Tier 2 Organizational Units, no Tier 2 Organizational Unit 
11 shall receive fewer dollars per ASE than any Tier 3 
12 Organizational Unit. Each Tier 2 and Tier 3 Organizational 
13 Unit shall have its funding allocation divided by its ASE. 
14 Any Tier 2 Organizational Unit with a funding allocation 
15 per ASE below the greatest Tier 3 allocation per ASE shall 
16 get a funding allocation equal to the greatest Tier 3 
17 funding allocation per ASE multiplied by the 
18 Organizational Unit's ASE. Each Tier 2 Organizational 
19 Unit's Tier 2 funding allocation shall be multiplied by the 
20 percentage calculated by dividing the original Tier 2 
21 Aggregate Funding by the sum of all Tier 2 Organizational 
22 Units' Unit's Tier 2 funding allocation after adjusting 
23 districts' funding below Tier 3 levels. 
24  (3) Organizational Units are placed into one of 4 tiers 
25 as follows: 
26   (A) Tier 1 consists of all Organizational Units, 
 
 
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1 except for Specially Funded Units, with a Percent of 
2 Adequacy less than the Tier 1 Target Ratio. The Tier 1 
3 Target Ratio is the ratio level that allows for Tier 1 
4 Aggregate Funding to be distributed, with the Tier 1 
5 Allocation Rate determined pursuant to paragraph (4) 
6 of this subsection (g).
7   (B) Tier 2 consists of all Tier 1 Units and all 
8 other Organizational Units, except for Specially 
9 Funded Units, with a Percent of Adequacy of less than 
10 0.90.
11   (C) Tier 3 consists of all Organizational Units, 
12 except for Specially Funded Units, with a Percent of 
13 Adequacy of at least 0.90 and less than 1.0.
14   (D) Tier 4 consists of all Organizational Units 
15 with a Percent of Adequacy of at least 1.0. 
16  (4) The Allocation Rates for Tiers 1 through 4 are is 
17 determined as follows: 
18   (A) The Tier 1 Allocation Rate is 30%.
19   (B) The Tier 2 Allocation Rate is the result of the 
20 following equation: Tier 2 Aggregate Funding, divided 
21 by the sum of the Funding Gaps for all Tier 2 
22 Organizational Units, unless the result of such 
23 equation is higher than 1.0. If the result of such 
24 equation is higher than 1.0, then the Tier 2 Allocation 
25 Rate is 1.0. 
26   (C) The Tier 3 Allocation Rate is the result of the 
 
 
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1 following equation: Tier 3
Aggregate Funding, divided 
2 by the sum of the Adequacy Targets of all Tier 3 
3 Organizational
Units.
4   (D) The Tier 4 Allocation Rate is the result of the 
5 following equation: Tier 4
Aggregate Funding, divided 
6 by the sum of the Adequacy Targets of all Tier 4 
7 Organizational
Units. 
8  (5) A tier's Target Ratio is determined as follows: 
9   (A) The Tier 1 Target Ratio is the ratio level that 
10 allows for Tier 1 Aggregate Funding to be distributed 
11 with the Tier 1 Allocation Rate.
12   (B) The Tier 2 Target Ratio is 0.90.
13   (C) The Tier 3 Target Ratio is 1.0.
14  (6) If, at any point, the Tier 1 Target Ratio is 
15 greater than 90%, than all Tier 1 funding shall be 
16 allocated to Tier 2 and no Tier 1 Organizational Unit's 
17 funding may be identified.
18  (7) In the event that all Tier 2 Organizational Units 
19 receive funding at the Tier 2 Target Ratio level, any 
20 remaining New State Funds shall be allocated to Tier 3 and 
21 Tier 4 Organizational Units. 
22  (8) If any Specially Funded Units, excluding Glenwood 
23 Academy, recognized by the State Board do not qualify for 
24 direct funding following the implementation of Public Act 
25 100-465 this amendatory Act of the 100th General Assembly 
26 from any of the funding sources included within the 
 
 
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1 definition of Base Funding Minimum, the unqualified 
2 portion of the Base Funding Minimum shall be transferred to 
3 one or more appropriate Organizational Units as determined 
4 by the State Superintendent based on the prior year ASE of 
5 the Organizational Units.
6  (8.5) If a school district withdraws from a special 
7 education cooperative, the portion of the Base Funding 
8 Minimum that is attributable to the school district may be 
9 redistributed to the school district upon withdrawal. The 
10 school district and the cooperative must include the amount 
11 of the Base Funding Minimum that is to be reapportioned 
12 re-apportioned in their withdrawal agreement and notify 
13 the State Board of the change with a copy of the agreement 
14 upon withdrawal. 
15  (9) The Minimum Funding Level is intended to establish 
16 a target for State funding that will keep pace with 
17 inflation and continue to advance equity through the 
18 Evidence-Based Funding formula. The target for State 
19 funding of New Property Tax Relief Pool Funds is 
20 $50,000,000 for State fiscal year 2019 and subsequent State 
21 fiscal years. The Minimum Funding Level is equal to 
22 $350,000,000. In addition to any New State Funds, no more 
23 than $50,000,000 New Property Tax Relief Pool Funds may be 
24 counted toward towards the Minimum Funding Level. If the 
25 sum of New State Funds and applicable New Property Tax 
26 Relief Pool Funds are less than the Minimum Funding Level, 
 
 
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1 than funding for tiers shall be reduced in the following 
2 manner:
3   (A) First, Tier 4 funding shall be reduced by an 
4 amount equal to the difference between the Minimum 
5 Funding Level and New State Funds until such time as 
6 Tier 4 funding is exhausted.
7   (B) Next, Tier 3 funding shall be reduced by an 
8 amount equal to the difference between the Minimum 
9 Funding Level and New State Funds and the reduction in 
10 Tier 4 funding until such time as Tier 3 funding is 
11 exhausted.
12   (C) Next, Tier 2 funding shall be reduced by an 
13 amount equal to the difference between the Minimum 
14 Funding Level level and New new State Funds and the 
15 reduction in Tier 4 and Tier 3.
16   (D) Finally, Tier 1 funding shall be reduced by an 
17 amount equal to the difference between the Minimum 
18 Funding level and New State Funds and the reduction in 
19 Tier 2, 3, and 4 funding. In addition, the Allocation 
20 Rate for Tier 1 shall be reduced to a percentage equal 
21 to the Tier 1 Allocation Rate allocation rate set by 
22 paragraph (4) of this subsection (g), multiplied by the 
23 result of New State Funds divided by the Minimum 
24 Funding Level.
25  (9.5) For State fiscal year 2019 and subsequent State 
26 fiscal years, if New State Funds exceed $300,000,000, then 
 
 
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1 any amount in excess of $300,000,000 shall be dedicated for 
2 purposes of Section 2-3.170 of this Code up to a maximum of 
3 $50,000,000. 
4  (10) In the event of a decrease in the amount of the 
5 appropriation for this Section in any fiscal year after 
6 implementation of this Section, the Organizational Units 
7 receiving Tier 1 and Tier 2 funding, as determined under 
8 paragraph (3) of this subsection (g), shall be held 
9 harmless by establishing a Base Funding Guarantee equal to 
10 the per pupil kindergarten through grade 12 funding 
11 received in accordance with this Section in the prior 
12 fiscal year. Reductions shall be
made to the Base Funding 
13 Minimum of Organizational Units in Tier 3 and Tier 4 on a

14 per pupil basis equivalent to the total number of the ASE 
15 in Tier 3-funded and Tier 4-funded Organizational Units 
16 divided by the total reduction in State funding. The Base

17 Funding Minimum as reduced shall continue to be applied to 
18 Tier 3 and Tier 4
Organizational Units and adjusted by the 
19 relative formula when increases in
appropriations for this 
20 Section resume. In no event may State funding reductions to

21 Organizational Units in Tier 3 or Tier 4 exceed an amount 
22 that would be less than the
Base Funding Minimum 
23 established in the first year of implementation of this

24 Section. If additional reductions are required, all school 
25 districts shall receive a
reduction by a per pupil amount 
26 equal to the aggregate additional appropriation
reduction 
 
 
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1 divided by the total ASE of all Organizational Units. 
2  (11) The State Superintendent shall make minor 
3 adjustments to the distribution formula set forth in this 
4 subsection (g) to account for the rounding of percentages 
5 to the nearest tenth of a percentage and dollar amounts to 
6 the nearest whole dollar. 
7 (h) State Superintendent administration of funding and 
8district submission requirements. 
9  (1) The State Superintendent shall, in accordance with 
10 appropriations made by the General Assembly, meet the 
11 funding obligations created under this Section.
12  (2) The State Superintendent shall calculate the 
13 Adequacy Target for each Organizational Unit and Net State 
14 Contribution Target for each Organizational Unit under 
15 this Section. No Evidence-Based Funding shall be 
16 distributed within an Organizational Unit without the 
17 approval of the unit's school board.
18  (3) Annually, the State Superintendent shall calculate 
19 and report to each Organizational Unit the unit's aggregate 
20 financial adequacy amount, which shall be the sum of the 
21 Adequacy Target for each Organizational Unit. The State 
22 Superintendent shall calculate and report separately for 
23 each Organizational Unit the unit's total State funds 
24 allocated for its students with disabilities. The State 
25 Superintendent shall calculate and report separately for 
26 each Organizational Unit the amount of funding and 
 
 
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1 applicable FTE calculated for each Essential Element of the 
2 unit's Adequacy Target.
3  (4) Annually, the State Superintendent shall calculate 
4 and report to each Organizational Unit the amount the unit 
5 must expend on special education and bilingual education 
6 and computer technology and equipment for Organizational 
7 Units assigned to Tier 1 or Tier 2 that received an 
8 additional $285.50 per student computer technology and 
9 equipment investment grant to their Adequacy Target 
10 pursuant to the unit's Base Funding Minimum, Special 
11 Education Allocation, Bilingual Education Allocation, and 
12 computer technology and equipment investment allocation.
13  (5) Moneys distributed under this Section shall be 
14 calculated on a school year basis, but paid on a fiscal 
15 year basis, with payments beginning in August and extending 
16 through June. Unless otherwise provided, the moneys 
17 appropriated for each fiscal year shall be distributed in 
18 22 equal payments at least 2 times monthly to each 
19 Organizational Unit. If moneys appropriated for any fiscal 
20 year are distributed other than monthly, the distribution 
21 shall be on the same basis for each Organizational Unit.
22  (6) Any school district that fails, for any given 
23 school year, to maintain school as required by law or to 
24 maintain a recognized school is not eligible to receive 
25 Evidence-Based Funding. In case of non-recognition of one 
26 or more attendance centers in a school district otherwise 
 
 
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1 operating recognized schools, the claim of the district 
2 shall be reduced in the proportion that the enrollment in 
3 the attendance center or centers bears to the enrollment of 
4 the school district. "Recognized school" means any public 
5 school that meets the standards for recognition by the 
6 State Board. A school district or attendance center not 
7 having recognition status at the end of a school term is 
8 entitled to receive State aid payments due upon a legal 
9 claim that was filed while it was recognized.
10  (7) School district claims filed under this Section are 
11 subject to Sections 18-9 and 18-12 of this Code, except as 
12 otherwise provided in this Section.
13  (8) Each fiscal year, the State Superintendent shall 
14 calculate for each Organizational Unit an amount of its 
15 Base Funding Minimum and Evidence-Based Funding that shall 
16 be deemed attributable to the provision of special 
17 educational facilities and services, as defined in Section 
18 14-1.08 of this Code, in a manner that ensures compliance 
19 with maintenance of State financial support requirements 
20 under the federal Individuals with Disabilities Education 
21 Act. An Organizational Unit must use such funds only for 
22 the provision of special educational facilities and 
23 services, as defined in Section 14-1.08 of this Code, and 
24 must comply with any expenditure verification procedures 
25 adopted by the State Board.
26  (9) All Organizational Units in this State must submit 
 
 
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1 annual spending plans by the end of September of each year 
2 to the State Board as part of the annual budget process, 
3 which shall describe how each Organizational Unit will 
4 utilize the Base Funding Minimum Funding and 
5 Evidence-Based Funding funding it receives from this State 
6 under this Section with specific identification of the 
7 intended utilization of Low-Income, English learner, and 
8 special education resources. Additionally, the annual 
9 spending plans of each Organizational Unit shall describe 
10 how the Organizational Unit expects to achieve student 
11 growth and how the Organizational Unit will achieve State 
12 education goals, as defined by the State Board. The State 
13 Superintendent may, from time to time, identify additional 
14 requisites for Organizational Units to satisfy when 
15 compiling the annual spending plans required under this 
16 subsection (h). The format and scope of annual spending 
17 plans shall be developed by the State Superintendent and 
18 the State Board of Education. School districts that serve 
19 students under Article 14C of this Code shall continue to 
20 submit information as required under Section 14C-12 of this 
21 Code. 
22  (10) No later than January 1, 2018, the State 
23 Superintendent shall develop a 5-year strategic plan for 
24 all Organizational Units to help in planning for adequacy 
25 funding under this Section. The State Superintendent shall 
26 submit the plan to the Governor and the General Assembly, 
 
 
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1 as provided in Section 3.1 of the General Assembly 
2 Organization Act. The plan shall include recommendations 
3 for: 
4   (A) a framework for collaborative, professional, 
5 innovative, and 21st century learning environments 
6 using the Evidence-Based Funding model;
7   (B) ways to prepare and support this State's 
8 educators for successful instructional careers;
9   (C) application and enhancement of the current 
10 financial accountability measures, the approved State 
11 plan to comply with the federal Every Student Succeeds 
12 Act, and the Illinois Balanced Accountability Measures 
13 in relation to student growth and elements of the 
14 Evidence-Based Funding model; and
15   (D) implementation of an effective school adequacy 
16 funding system based on projected and recommended 
17 funding levels from the General Assembly. 
18  (11) On an annual basis, the State Superintendent
must 
19 recalibrate all of the following per pupil elements of the 
20 Adequacy Target and applied to the formulas, based on the 
21 study of average expenses and as reported in the most 
22 recent annual financial report:
23   (A) Gifted under subparagraph (M) of paragraph
(2) 
24 of subsection (b).
25   (B) Instructional materials under subparagraph
(O) 
26 of paragraph (2) of subsection (b).
 
 
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1   (C) Assessment under subparagraph (P) of
paragraph 
2 (2) of subsection (b).
3   (D) Student activities under subparagraph (R) of

4 paragraph (2) of subsection (b).
5   (E) Maintenance and operations under subparagraph

6 (S) of paragraph (2) of subsection (b).
7   (F) Central office under subparagraph (T) of

8 paragraph (2) of subsection (b). 
9 (i) Professional Review Panel. 
10  (1) A Professional Review Panel is created to study and 
11 review topics related to the implementation and effect of 
12 Evidence-Based Funding, as assigned by a joint resolution 
13 or Public Act of the General Assembly or a motion passed by 
14 the State Board of Education. The Panel must provide 
15 recommendations to and serve the Governor, the General 
16 Assembly, and the State Board. The State Superintendent or 
17 his or her designee must serve as a voting member and 
18 chairperson of the Panel. The State Superintendent must 
19 appoint a vice chairperson from the membership of the 
20 Panel. The Panel must advance recommendations based on a 
21 three-fifths majority vote of Panel panel members present 
22 and voting. A minority opinion may also accompany any 
23 recommendation of the Panel. The Panel shall be appointed 
24 by the State Superintendent, except as otherwise provided 
25 in paragraph (2) of this subsection (i) and include the 
26 following members: 
 
 
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1   (A) Two appointees that represent district 
2 superintendents, recommended by a statewide 
3 organization that represents district superintendents.
4   (B) Two appointees that represent school boards, 
5 recommended by a statewide organization that 
6 represents school boards.
7   (C) Two appointees from districts that represent 
8 school business officials, recommended by a statewide 
9 organization that represents school business 
10 officials.
11   (D) Two appointees that represent school 
12 principals, recommended by a statewide organization 
13 that represents school principals.
14   (E) Two appointees that represent teachers, 
15 recommended by a statewide organization that 
16 represents teachers.
17   (F) Two appointees that represent teachers, 
18 recommended by another statewide organization that 
19 represents teachers.
20   (G) Two appointees that represent regional 
21 superintendents of schools, recommended by 
22 organizations that represent regional superintendents.
23   (H) Two independent experts selected solely by the 
24 State Superintendent.
25   (I) Two independent experts recommended by public 
26 universities in this State.
 
 
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1   (J) One member recommended by a statewide 
2 organization that represents parents.
3   (K) Two representatives recommended by collective 
4 impact organizations that represent major metropolitan 
5 areas or geographic areas in Illinois.
6   (L) One member from a statewide organization 
7 focused on research-based education policy to support 
8 a school system that prepares all students for college, 
9 a career, and democratic citizenship. 
10   (M) One representative from a school district 
11 organized under Article 34 of this Code. 
12  The State Superintendent shall ensure that the 
13 membership of the Panel includes representatives from 
14 school districts and communities reflecting the 
15 geographic, socio-economic, racial, and ethnic diversity 
16 of this State. The State Superintendent shall additionally 
17 ensure that the membership of the Panel includes 
18 representatives with expertise in bilingual education and 
19 special education. Staff from the State Board shall staff 
20 the Panel. 
21  (2) In addition to those Panel members appointed by the 
22 State Superintendent, 4 members of the General Assembly 
23 shall be appointed as follows: one member of the House of 
24 Representatives appointed by the Speaker of the House of 
25 Representatives, one member of the Senate appointed by the 
26 President of the Senate, one member of the House of 
 
 
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1 Representatives appointed by the Minority Leader of the 
2 House of Representatives, and one member of the Senate 
3 appointed by the Minority Leader of the Senate. There shall 
4 be one additional member appointed by the Governor. All 
5 members appointed by legislative leaders or the Governor 
6 shall be non-voting, ex officio members.
7  (3) The Panel must study topics at the direction of the 
8 General Assembly or State Board of Education, as provided 
9 under paragraph (1). The Panel may also study the following 
10 topics at the direction of the chairperson: (4) 
11   (A) The format and scope of annual spending plans 
12 referenced in paragraph (9) of subsection (h) of this 
13 Section.
14   (B) The Comparable Wage Index under this Section.
15   (C) Maintenance and operations, including capital 
16 maintenance and construction costs.
17   (D) "At-risk student" definition.
18   (E) Benefits.
19   (F) Technology.
20   (G) Local Capacity Target.
21   (H) Funding for Alternative Schools, Laboratory 
22 Schools, safe schools, and alternative learning 
23 opportunities programs.
24   (I) Funding for college and career acceleration 
25 strategies.
26   (J) Special education investments. 
 
 
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1   (K) Early childhood investments, in collaboration 
2 with the Illinois Early Learning Council.
3  (4) (Blank). 
4  (4.5) Prior to December 31, 2020, the Panel shall study 
5 and review the Adequacy Target calculation with respect to 
6 the Essential Elements and their impact on the 
7 Evidence-Based Funding allocations for low-enrollment 
8 Organizational Units. Under this paragraph (4.5), the 
9 Panel shall study and review the manner in which the 
10 Adequacy Target calculation prorates Evidence-Based 
11 Funding for each of the Essential Elements based on the ASE 
12 of each Organizational Unit. For purposes of this paragraph 
13 (4.5), "low-enrollment Organizational Units" means any 
14 Organizational Unit with 300 students or less.
15  (5) Within 5 years after the implementation of this 
16 Section, and every 5 years thereafter, the Panel shall 
17 complete an evaluative study of the entire Evidence-Based 
18 Funding model, including an assessment of whether or not 
19 the formula is achieving State goals. The Panel shall 
20 report to the State Board, the General Assembly, and the 
21 Governor on the findings of the study.
22  (6) (Blank). 
23 (j) References. Beginning July 1, 2017, references in other 
24laws to general State aid funds or calculations under Section 
2518-8.05 of this Code (now repealed) shall be deemed to be 
26references to evidence-based model formula funds or 
 
 
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1calculations under this Section. 

2(Source: P.A. 100-465, eff. 8-31-17; 100-578, eff. 1-31-18; 
3100-582, eff. 3-23-18; 101-10, eff. 6-5-19; 101-17, eff. 
46-14-19; revised 7-1-19.)


5 Section 99. Effective date. This Act takes effect upon 
6becoming law.