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