As of 9/30/2011

 IEA Political Action Committee (PAC)  Funded By $20 Annual Contributions From All IEA Members  Governed by Committee Composed of IEA Leaders  Purposes ◦ Elect Pro-Education State Candidates ◦ Help Locals With Political Activity

 Grassroots Political Activist Program  Educational Resources  Support from Lobbyists  IPACE Rebate Funds

 Level I Rebate: $4.00 Per Contributing Member  Level II Rebate: $10.00 Per Contributing Member  Level III Rebate: Additional Funds as Justified by Written Request to IPACE  Levels I and II May be Requested Annually

 Level I: Written Request to IEA Government Relations  Level II: Written Request with Explanation of Special Circumstances  Level III: Written Request With Detailed Budget

 Deposit Funds in a Separate Bank Account  Use Funds Only for LOCAL Political Purposes ◦ Elect Local Political Candidates (Your Area, NOT State-Level, e.g. School Board) ◦ Pass Local Ballot Initiatives (e.g. School Referendum) ◦ Educate Your Members ◦ Activate Your Members  Comply With State Disclosure Requirements

 Until You Meet the Criteria for Registration, NONE OF THE OTHER REQUIREMENTS APPLY  Criteria: Spend More Than $3,000 in ANY Consecutive 12-Month Period for Any of The Following…….

 Support or Oppose: ◦ Candidates for Public Office ◦ Question of Public Policy on Ballot

 Broadcast, Cable or Satellite Communication or Advertising  Appeals for Vote For/Against a Candidate, Political Party, or Public Policy Question  Made Within: ◦ 60 Days Before General Election ◦ 30 Days Before Primary Election  Does Not Apply to Exclusive Communication To Members

 Payments Not Coordinated With a Candidate or PAC: ◦ Electioneering Communications ◦ Advocating For/Against a Candidate

 Political Education for Members  “Meet the Candidates” Events  Subs for Lobby Day

 Cash  Loans  Anything Else of Value (In-Kind Contributions)

 Keep Current Records of Expenditures ◦ Date ◦ Amount ◦ Type (Do They “Count”)?  Maintain Current 12-Month Total of Expenses That “Count”

 Once You Meet the Criteria for Registration, These Requirements Apply:  One-Time Registration (D-1)  Quarterly Reporting (D-2)  Receipt of Individual Contributions $1,000 or More (A-1)  “Independent Expenditures” $1,000 or More (B-1)

 Electronic Filing of Reports  Reports to Recipients of In-Kind Contributions  Disclosure in Political Communications  Fundraising Solicitation Disclosure  Raffles

 Illinois State Board of Elections ◦ Springfield ◦ Chicago  No Longer any Filing Requirement with County Clerks

 The Board is Happy to Help with Questions Before the Fact  After the Fact, There are Statutory Penalties for not Following the Rules  The Board has become More Thorough and Aggressive in Enforcement

 Pretty Much Everything You File is Available to the World Online on the ISBE Website  You Can Use the System to Monitor Other PACs’ Activity  This Presentation Only Covers the Basic Requirements Currently in Place, so…  Read the Disclosure Guide and Monitor the ISBE Website Regularly for Updates

 D-1 Must be Filed Within 10 Business Days  2 Business Days if Within 30 Days of Next Election  Must File Amended D-1 to Report Any Subsequent Changes to Information Within 10 Days

 DATE COMMITTEE CREATED: Date the $3,000 Threshold is Reached  FUNDS ON HAND WHEN COMMITTEE CREATED: If not $3,000 or Less, Will Need Explanation  NEW COMMITTEE OR AMENDMENT  DESIGNATION (You Are a PAC)

 AREA OF ACTIVITY: Counties You Operate In  PARTY AFFILIATION: None  SPONSORING ENTITY: N/A  PURPOSE: “Support Pro-Education Candidates and Issues”  CANDIDATES SUPPORTED: N/A

 OFFICERS: Name/Address of Chairman and Treasurer  CUSTODIAN OF BOOKS (If Other than Treasurer)  FINANCIAL INSTITUTIONS: All Banks Used  DISPOSITION OF RESIDUAL FUNDS: Transfer to IPACE

 Due on the 15 th of the Month Following the End of the Quarter (March/June/September/December)  All Contributions and Expenditures That Exceed $150 Cumulatively for the Quarter Must be Itemized  Other Transactions are “Nonitemized”  DON’T FORGET TO FILE!

 Individual Contributions  Transfers from Other PACs  Loans  In-Kind Contributions  Other

 Transfers to Other PACs  Loans  Expenditures  Independent Expenditures

 Listing of Loans Payable ◦ Original Amount ◦ Cumulative Payments ◦ Balance at end of Quarter

 Cash at Beginning of Quarter  + Receipts (Section A)  - Expenditures (Section B)  = Cash at End of Quarter  Investments

 Must File When Receiving Single Contributions of $1,000 or More  Loans, Cash, In-Kind  File Within 5 Business Days of Receipt  2 Business Days in 30 Days Prior to Election  Postmark Doesn’t Count: Date Actually Received by Board

 You do not Have to File an A-1 for Receipts from IPACE of $1,000 or More, IF  You Itemize the Receipt in Section A of the D- 2 and Indicate “Rebate of Individual Contributions”

 Payments Not Coordinated With a Candidate or PAC: ◦ Electioneering Communications ◦ Advocating For/Against a Candidate  Expenditures of $1,000 or More in the 30 Days Before an Election: Must File B-1  Must File Within 5 Business Days  Must File Electronically

 If You Have… ◦ Cash on Hand of $10,000 or More, or ◦ Receipts of $10,000 or More in a Quarter, or ◦ Expenditures of $10,000 or More in a Quarter…  Then You Have to File Reports Electronically Forever  Exception: Amended D-1’s

 Security/Transition Issues ◦ Hardware ◦ Software ◦ Passwords  CONSIDER USING ISBE SOFTWARE (IDIS)

 Anything of Value Contributed to a Candidate or PAC (See Disclosure Guide for Limited Exceptions)  Must Report on D-2  Also Must Report to Recipient (NOT to ISBE) Within 5 Business Days

 Name/Address of Contributor  Vendor Paid (If Applicable)  Description and Market Value  Date of Expenditure  Use “In Kind Contribution Notification” Form  Do NOT Send to ISBE

 If You Expend Funds for Communications Directed at Voters and Mention the Name of a Candidate…  Must Clearly Identify the PAC as Having Paid for It

 Applicable Only if You Solicit Funds for your PAC in Addition to the Annual $20  Solicitation Must Include a Canned Notice (See Guide to Campaign Disclosure)

 PACs Need a Raffle License from the State in Order to Conduct a Raffle  No Charge for License  For Each Raffle, a Separate “Raffle Report” Must be Completed and Filed With the Next D-2 Report  Raffles Not Recommended Unless You Comply with the Above

CLICK “RESOURCES” 67

CLICK “FINANCIAL PROCEDURES” 68

CLICK here for the handbooks CLICK here for workshops & webinars 69

 KNOW WHAT TO DO WITH IPACE FUNDS ◦ SEGREGATE ◦ ACCEPTABLE USES  KNOW THE DISCLOSURE RULES ◦ DO YOU HAVE TO FILE? ◦ IF SO, STAY UP TO DATE ON THE RULES  KEEP GOOD RECORDS