Bill Amendment: IL SB1030 | 2023-2024 | 103rd General Assembly

NOTE: For additional amemendments please see the Bill Drafting List

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Bill Title: ETHICS-TECH

Status: 2025-01-07 - Session Sine Die [SB1030 Detail]

Download: Illinois-2023-SB1030-Senate_Amendment_001.html

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Sen. Chapin Rose

Filed: 3/14/2023

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AMENDMENT TO SENATE BILL 1030
AMENDMENT NO. ______. Amend Senate Bill 1030 by replacing
everything after the enacting clause with the following:
"Section 5. The Illinois Governmental Ethics Act is
amended by changing Sections 4A-102 and 4A-103 as follows:
(5 ILCS 420/4A-102) (from Ch. 127, par. 604A-102)
Sec. 4A-102. The statement of economic interests required
by this Article shall include the economic interests of the
person making the statement as provided in this Section.
(a) The interest (if constructively controlled by the
person making the statement) of a spouse or any other party,
shall be considered to be the same as the interest of the
person making the statement. Campaign receipts shall not be
included in this statement. The following interests shall be
listed by all persons required to file:
(1) each asset that has a value of more than $10,000 as

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of the end of the preceding calendar year and is: (i) held
in the filer's name, (ii) held jointly by the filer with
his or her spouse, or (iii) held jointly by the filer with
his or her minor child or children. For a beneficial
interest in a trust, the value is based on the total value
of the assets either subject to the beneficial interest,
or from which income is to be derived for the benefit of
the beneficial interest, regardless of whether any
distributions have been made for the benefit of the
beneficial interest;
(2) excluding the income from the position that
requires the filing of a statement of economic interests
under this Act, each source of income in excess of $7,500
during the preceding calendar year (as required to be
reported on the filer's federal income tax return covering
the preceding calendar year) for the filer and his or her
spouse and, if the sale or transfer of an asset produced
more than $7,500 in capital gains during the preceding
calendar year, the transaction date on which that asset
was sold or transferred;
(3) each creditor of a debt in excess of $10,000 that,
during the preceding calendar year, was: (i) owed by the
filer, (ii) owed jointly by the filer with his or her
spouse or (iii) owed jointly by the filer with his or her
minor child or children;
(4) the name of each unit of government of which the

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filer or his or her spouse was an employee, contractor, or
office holder during the preceding calendar year other
than the unit or units of government in relation to which
the person is required to file and the title of the
position or nature of the contractual services;
(5) each person known to the filer to be registered as
a lobbyist with any unit of government in the State of
Illinois: (i) with whom the filer maintains an economic
relationship, or (ii) who is a member of the filer's
family;
(6) each source and type of gift or gifts, or
honorarium or honoraria, valued singly or in the aggregate
in excess of $500 that was received during the preceding
calendar year, excluding any gift or gifts from a member
of the filer's family that was not known to the filer to be
registered as a lobbyist with any unit of government in
the State of Illinois; and
(7) the name of any spouse or immediate family member
living with such person employed by a public utility in
this State and the name of the public utility that employs
such person; and .
(8) the name of each spouse, sibling, child, or parent
who is an employee, contractor, or office holder in the
same unit of local government as the filer of this
statement and the title of the individual's position or
the nature of the contractual services the individual

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provided to the unit of local government.
For the purposes of this Section, the unit of local
government in relation to which a person is required to file
under item (e) of Section 4A-101.5 shall be the unit of local
government that contributes to the pension fund of which such
person is a member of the board.
(b) Beginning December 1, 2025, and for every 5 years
thereafter, the Secretary of State shall adjust the amounts
specified under this Section that prompt disclosure under this
Act for purposes of inflation as determined by the Consumer
Price Index for All Urban Consumers as issued by the United
States Department of Labor and rounded to the nearest $100.
The Secretary shall publish this information on the official
website of the Secretary of State, and make changes to the
statement of economic interests form to be completed for the
following year.
(c) The Secretary of State shall develop and make publicly
available on his or her website written guidance relating to
the completion and filing of the statement of economic
interests upon which a filer may reasonably and in good faith
rely.
(Source: P.A. 101-221, eff. 8-9-19; 102-662, eff. 9-15-21;
102-664, eff. 1-1-22; 102-813, eff. 5-13-22.)
(5 ILCS 420/4A-103) (from Ch. 127, par. 604A-103)
Sec. 4A-103. The statement of economic interests required

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by this Article to be filed with the Secretary of State or
county clerk shall be verified, dated, and signed by the
person making the statement and shall contain substantially
the following:
STATEMENT OF ECONOMIC INTERESTS
INSTRUCTIONS:
You may find the following documents helpful to you in
completing this form:
(1) federal income tax returns, including any related
schedules, attachments, and forms; and
(2) investment and brokerage statements.
To complete this form, you do not need to disclose
specific amounts or values or report interests relating either
to political committees registered with the Illinois State
Board of Elections or to political committees, principal
campaign committees, or authorized committees registered with
the Federal Election Commission.
The information you disclose will be available to the
public.
You must answer all 6 questions. Certain questions will
ask you to report any applicable assets or debts held in, or
payable to, your name; held jointly by, or payable to, you with
your spouse; or held jointly by, or payable to, you with your
minor child. If you have any concerns about whether an

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interest should be reported, please consult your department's
ethics officer, if applicable.
Please ensure that the information you provide is complete
and accurate. If you need more space than the form allows,
please attach additional pages for your response. If you are
subject to the State Officials and Employees Ethics Act, your
ethics officer must review your statement of economic
interests before you file it. Failure to complete the
statement in good faith and within the prescribed deadline may
subject you to fines, imprisonment, or both.
BASIC INFORMATION:
Name:........................................................
Job title:...................................................
Office, department, or agency that requires you to file this
form:........................................................
Other offices, departments, or agencies that require you to
file a Statement of Economic Interests form: ................
Full mailing address:........................................
Preferred e-mail address (optional):.........................
QUESTIONS:
1. If you have any single asset that was worth more than
$10,000 as of the end of the preceding calendar year and is
held in, or payable to, your name, held jointly by, or payable
to, you with your spouse, or held jointly by, or payable to,

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you with your minor child, list such assets below. In the case
of investment real estate, list the city and state where the
investment real estate is located. If you do not have any such
assets, list "none" below.
.................................
.............................................................
.............................................................
.............................................................
.............................................................
2. Excluding the position for which you are required to
file this form, list the source of any income in excess of
$7,500 required to be reported during the preceding calendar
year. If you sold an asset that produced more than $7,500 in
capital gains in the preceding calendar year, list the name of
the asset and the transaction date on which the sale or
transfer took place. If you had no such sources of income or
assets, list "none" below.
Source of Income / Name of Date Sold (if applicable)
Asset
............................... ...............................
............................... ...............................
............................... ...............................
3. Excluding debts incurred on terms available to the
general public, such as mortgages, student loans, and credit
card debts, if you owed any single debt in the preceding

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calendar year exceeding $10,000, list the creditor of the debt
below. If you had no such debts, list "none" below.
List the creditor for all applicable debts owed by you,
owed jointly by you with your spouse, or owed jointly by you
with your minor child. In addition to the types of debts listed
above, you do not need to report any debts to or from financial
institutions or government agencies, such as debts secured by
automobiles, household furniture or appliances, as long as the
debt was made on terms available to the general public, debts
to members of your family, or debts to or from a political
committee registered with the Illinois State Board of
Elections or any political committee, principal campaign
committee, or authorized committee registered with the Federal
Election Commission.
........................................
.............................................................
.............................................................
.............................................................
4. List the name of each unit of government of which you or
your spouse were an employee, contractor, or office holder
during the preceding calendar year other than the unit or
units of government in relation to which the person is
required to file and the title of the position or nature of the
contractual services.
Name of Unit of Government Title or Nature of Services

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............................... ...............................
............................... ...............................
............................... ...............................
5. If you maintain an economic relationship with a
lobbyist or if a member of your family is known to you to be a
lobbyist registered with any unit of government in the State
of Illinois, list the name of the lobbyist below and identify
the nature of your relationship with the lobbyist. If you do
not have an economic relationship with a lobbyist or a family
member known to you to be a lobbyist registered with any unit
of government in the State of Illinois, list "none" below.
Name of Lobbyist Relationship to Filer
............................... ...............................
............................... ...............................
............................... ...............................
6. List the name of each person, organization, or entity
that was the source of a gift or gifts, or honorarium or
honoraria, valued singly or in the aggregate in excess of $500
received during the preceding calendar year and the type of
gift or gifts, or honorarium or honoraria, excluding any gift
or gifts from a member of your family that was not known to be
a lobbyist registered with any unit of government in the State
of Illinois. If you had no such gifts, list "none" below.
....
.............................................................

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.............................................................
7. List the name of any spouse or immediate family member
living with the person making this statement employed by a
public utility in this State and the name of the public utility
that employs the relative.
Name and Relation Public Utility
............................... ...............................
............................... ...............................
............................... ...............................
8. List the name of each spouse, sibling, child, or parent
who is an employee, contractor, or office holder in the same
unit of local government as the filer of this statement and the
title of the individual's position or the nature of the
contractual services the individual provided to the unit of
local government.
Name and Relation Position or Nature of Service
............................... ...............................
............................... ...............................
............................... ...............................
VERIFICATION:
"I declare that this statement of economic interests
(including any attachments) has been examined by me and to the
best of my knowledge and belief is a true, correct and complete

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statement of my economic interests as required by the Illinois
Governmental Ethics Act. I understand that the penalty for
willfully filing a false or incomplete statement is a fine not
to exceed $2,500 or imprisonment in a penal institution other
than the penitentiary not to exceed one year, or both fine and
imprisonment."
Printed Name of Filer:.......................................
Date:........................................................
Signature:...................................................
If this statement of economic interests requires ethics
officer review prior to filing, the applicable ethics officer
must complete the following:
CERTIFICATION OF ETHICS OFFICER REVIEW:
"In accordance with law, as Ethics Officer, I reviewed
this statement of economic interests prior to its filing."
Printed Name of Ethics Officer:..............................
Date:........................................................
Signature:...................................................
Preferred e-mail address (optional):.........................
(Source: P.A. 102-662, eff. 9-15-21; 102-664, eff. 1-1-22.)".