Sen. Javier L. Cervantes

Filed: 3/5/2026

 

 


 

 


 
10400SB1750sam002LRB104 09307 HLH 29408 a

1
AMENDMENT TO SENATE BILL 1750

2    AMENDMENT NO. ______. Amend Senate Bill 1750 by replacing
3everything after the enacting clause with the following:
 
4    "Section 5. The Freedom of Information Act is amended by
5changing Section 7 as follows:
 
6    (5 ILCS 140/7)
7    (Text of Section before amendment by P.A. 104-300)
8    Sec. 7. Exemptions.
9    (1) When a request is made to inspect or copy a public
10record that contains information that is exempt from
11disclosure under this Section, but also contains information
12that is not exempt from disclosure, the public body may elect
13to redact the information that is exempt. The public body
14shall make the remaining information available for inspection
15and copying. Subject to this requirement, the following shall
16be exempt from inspection and copying:

 

 

10400SB1750sam002- 2 -LRB104 09307 HLH 29408 a

1        (a) Information specifically prohibited from
2    disclosure by federal or State law or rules and
3    regulations implementing federal or State law.
4        (b) Private information, unless disclosure is required
5    by another provision of this Act, a State or federal law,
6    or a court order.
7        (b-5) Files, documents, and other data or databases
8    maintained by one or more law enforcement agencies and
9    specifically designed to provide information to one or
10    more law enforcement agencies regarding the physical or
11    mental status of one or more individual subjects.
12        (c) Personal information contained within public
13    records, the disclosure of which would constitute a
14    clearly unwarranted invasion of personal privacy, unless
15    the disclosure is consented to in writing by the
16    individual subjects of the information. "Unwarranted
17    invasion of personal privacy" means the disclosure of
18    information that is highly personal or objectionable to a
19    reasonable person and in which the subject's right to
20    privacy outweighs any legitimate public interest in
21    obtaining the information. The disclosure of information
22    that bears on the public duties of public employees and
23    officials shall not be considered an invasion of personal
24    privacy.
25        (d) Records in the possession of any public body
26    created in the course of administrative enforcement

 

 

10400SB1750sam002- 3 -LRB104 09307 HLH 29408 a

1    proceedings, and any law enforcement or correctional
2    agency for law enforcement purposes, but only to the
3    extent that disclosure would:
4            (i) interfere with pending or actually and
5        reasonably contemplated law enforcement proceedings
6        conducted by any law enforcement or correctional
7        agency that is the recipient of the request;
8            (ii) interfere with active administrative
9        enforcement proceedings conducted by the public body
10        that is the recipient of the request;
11            (iii) create a substantial likelihood that a
12        person will be deprived of a fair trial or an impartial
13        hearing;
14            (iv) unavoidably disclose the identity of a
15        confidential source, confidential information
16        furnished only by the confidential source, or persons
17        who file complaints with or provide information to
18        administrative, investigative, law enforcement, or
19        penal agencies; except that the identities of
20        witnesses to traffic crashes, traffic crash reports,
21        and rescue reports shall be provided by agencies of
22        local government, except when disclosure would
23        interfere with an active criminal investigation
24        conducted by the agency that is the recipient of the
25        request;
26            (v) disclose unique or specialized investigative

 

 

10400SB1750sam002- 4 -LRB104 09307 HLH 29408 a

1        techniques other than those generally used and known
2        or disclose internal documents of correctional
3        agencies related to detection, observation, or
4        investigation of incidents of crime or misconduct, and
5        disclosure would result in demonstrable harm to the
6        agency or public body that is the recipient of the
7        request;
8            (vi) endanger the life or physical safety of law
9        enforcement personnel or any other person; or
10            (vii) obstruct an ongoing criminal investigation
11        by the agency that is the recipient of the request.
12        (d-5) A law enforcement record created for law
13    enforcement purposes and contained in a shared electronic
14    record management system if the law enforcement agency
15    that is the recipient of the request did not create the
16    record, did not participate in or have a role in any of the
17    events which are the subject of the record, and only has
18    access to the record through the shared electronic record
19    management system.
20        (d-6) Records contained in the Officer Professional
21    Conduct Database under Section 9.2 of the Illinois Police
22    Training Act, except to the extent authorized under that
23    Section. This includes the documents supplied to the
24    Illinois Law Enforcement Training Standards Board from the
25    Illinois State Police and Illinois State Police Merit
26    Board.

 

 

10400SB1750sam002- 5 -LRB104 09307 HLH 29408 a

1        (d-7) Information gathered or records created from the
2    use of automatic license plate readers in connection with
3    Section 2-130 of the Illinois Vehicle Code.
4        (e) Records that relate to or affect the security of
5    correctional institutions and detention facilities.
6        (e-5) Records requested by persons committed to the
7    Department of Corrections, Department of Human Services
8    Division of Mental Health, or a county jail if those
9    materials are available in the library of the correctional
10    institution or facility or jail where the inmate is
11    confined.
12        (e-6) Records requested by persons committed to the
13    Department of Corrections, Department of Human Services
14    Division of Mental Health, or a county jail if those
15    materials include records from staff members' personnel
16    files, staff rosters, or other staffing assignment
17    information.
18        (e-7) Records requested by persons committed to the
19    Department of Corrections or Department of Human Services
20    Division of Mental Health if those materials are available
21    through an administrative request to the Department of
22    Corrections or Department of Human Services Division of
23    Mental Health.
24        (e-8) Records requested by a person committed to the
25    Department of Corrections, Department of Human Services
26    Division of Mental Health, or a county jail, the

 

 

10400SB1750sam002- 6 -LRB104 09307 HLH 29408 a

1    disclosure of which would result in the risk of harm to any
2    person or the risk of an escape from a jail or correctional
3    institution or facility.
4        (e-9) Records requested by a person in a county jail
5    or committed to the Department of Corrections or
6    Department of Human Services Division of Mental Health,
7    containing personal information pertaining to the person's
8    victim or the victim's family, including, but not limited
9    to, a victim's home address, home telephone number, work
10    or school address, work telephone number, social security
11    number, or any other identifying information, except as
12    may be relevant to a requester's current or potential case
13    or claim.
14        (e-10) Law enforcement records of other persons
15    requested by a person committed to the Department of
16    Corrections, Department of Human Services Division of
17    Mental Health, or a county jail, including, but not
18    limited to, arrest and booking records, mug shots, and
19    crime scene photographs, except as these records may be
20    relevant to the requester's current or potential case or
21    claim.
22        (f) Preliminary drafts, notes, recommendations,
23    memoranda, and other records in which opinions are
24    expressed, or policies or actions are formulated, except
25    that a specific record or relevant portion of a record
26    shall not be exempt when the record is publicly cited and

 

 

10400SB1750sam002- 7 -LRB104 09307 HLH 29408 a

1    identified by the head of the public body. The exemption
2    provided in this paragraph (f) extends to all those
3    records of officers and agencies of the General Assembly
4    that pertain to the preparation of legislative documents.
5        (g) Trade secrets and commercial or financial
6    information obtained from a person or business where the
7    trade secrets or commercial or financial information are
8    furnished under a claim that they are proprietary,
9    privileged, or confidential, and that disclosure of the
10    trade secrets or commercial or financial information would
11    cause competitive harm to the person or business, and only
12    insofar as the claim directly applies to the records
13    requested.
14        The information included under this exemption includes
15    all trade secrets and commercial or financial information
16    obtained by a public body, including a public pension
17    fund, from a private equity fund or a privately held
18    company within the investment portfolio of a private
19    equity fund as a result of either investing or evaluating
20    a potential investment of public funds in a private equity
21    fund. The exemption contained in this item does not apply
22    to the aggregate financial performance information of a
23    private equity fund, nor to the identity of the fund's
24    managers or general partners. The exemption contained in
25    this item does not apply to the identity of a privately
26    held company within the investment portfolio of a private

 

 

10400SB1750sam002- 8 -LRB104 09307 HLH 29408 a

1    equity fund, unless the disclosure of the identity of a
2    privately held company may cause competitive harm.
3        Nothing contained in this paragraph (g) shall be
4    construed to prevent a person or business from consenting
5    to disclosure.
6        (h) Proposals and bids for any contract, grant, or
7    agreement, including information which if it were
8    disclosed would frustrate procurement or give an advantage
9    to any person proposing to enter into a contractor
10    agreement with the body, until an award or final selection
11    is made. Information prepared by or for the body in
12    preparation of a bid solicitation shall be exempt until an
13    award or final selection is made.
14        (i) Valuable formulae, computer geographic systems,
15    designs, drawings, and research data obtained or produced
16    by any public body when disclosure could reasonably be
17    expected to produce private gain or public loss. The
18    exemption for "computer geographic systems" provided in
19    this paragraph (i) does not extend to requests made by
20    news media as defined in Section 2 of this Act when the
21    requested information is not otherwise exempt and the only
22    purpose of the request is to access and disseminate
23    information regarding the health, safety, welfare, or
24    legal rights of the general public.
25        (j) The following information pertaining to
26    educational matters:

 

 

10400SB1750sam002- 9 -LRB104 09307 HLH 29408 a

1            (i) test questions, scoring keys, and other
2        examination data used to administer an academic
3        examination;
4            (ii) information received by a primary or
5        secondary school, college, or university under its
6        procedures for the evaluation of faculty members by
7        their academic peers;
8            (iii) information concerning a school or
9        university's adjudication of student disciplinary
10        cases, but only to the extent that disclosure would
11        unavoidably reveal the identity of the student; and
12            (iv) course materials or research materials used
13        by faculty members.
14        (k) Architects' plans, engineers' technical
15    submissions, and other construction related technical
16    documents for projects not constructed or developed in
17    whole or in part with public funds and the same for
18    projects constructed or developed with public funds,
19    including, but not limited to, power generating and
20    distribution stations and other transmission and
21    distribution facilities, water treatment facilities,
22    airport facilities, sport stadiums, convention centers,
23    and all government owned, operated, or occupied buildings,
24    but only to the extent that disclosure would compromise
25    security.
26        (l) Minutes of meetings of public bodies closed to the

 

 

10400SB1750sam002- 10 -LRB104 09307 HLH 29408 a

1    public as provided in the Open Meetings Act until the
2    public body makes the minutes available to the public
3    under Section 2.06 of the Open Meetings Act.
4        (m) Communications between a public body and an
5    attorney or auditor representing the public body that
6    would not be subject to discovery in litigation, and
7    materials prepared or compiled by or for a public body in
8    anticipation of a criminal, civil, or administrative
9    proceeding upon the request of an attorney advising the
10    public body, and materials prepared or compiled with
11    respect to internal audits of public bodies.
12        (n) Records relating to a public body's adjudication
13    of employee grievances or disciplinary cases; however,
14    this exemption shall not extend to the final outcome of
15    cases in which discipline is imposed.
16        (o) Administrative or technical information associated
17    with automated data processing operations, including, but
18    not limited to, software, operating protocols, computer
19    program abstracts, file layouts, source listings, object
20    modules, load modules, user guides, documentation
21    pertaining to all logical and physical design of
22    computerized systems, employee manuals, and any other
23    information that, if disclosed, would jeopardize the
24    security of the system or its data or the security of
25    materials exempt under this Section.
26        (p) Records relating to collective negotiating matters

 

 

10400SB1750sam002- 11 -LRB104 09307 HLH 29408 a

1    between public bodies and their employees or
2    representatives, except that any final contract or
3    agreement shall be subject to inspection and copying.
4        (q) Test questions, scoring keys, and other
5    examination data used to determine the qualifications of
6    an applicant for a license or employment.
7        (r) The records, documents, and information relating
8    to real estate purchase negotiations until those
9    negotiations have been completed or otherwise terminated.
10    With regard to a parcel involved in a pending or actually
11    and reasonably contemplated eminent domain proceeding
12    under the Eminent Domain Act, records, documents, and
13    information relating to that parcel shall be exempt except
14    as may be allowed under discovery rules adopted by the
15    Illinois Supreme Court. The records, documents, and
16    information relating to a real estate sale shall be exempt
17    until a sale is consummated.
18        (s) Any and all proprietary information and records
19    related to the operation of an intergovernmental risk
20    management association or self-insurance pool or jointly
21    self-administered health and accident cooperative or pool.
22    Insurance or self-insurance (including any
23    intergovernmental risk management association or
24    self-insurance pool) claims, loss or risk management
25    information, records, data, advice, or communications.
26        (t) Information contained in or related to

 

 

10400SB1750sam002- 12 -LRB104 09307 HLH 29408 a

1    examination, operating, or condition reports prepared by,
2    on behalf of, or for the use of a public body responsible
3    for the regulation or supervision of financial
4    institutions, insurance companies, or pharmacy benefit
5    managers, unless disclosure is otherwise required by State
6    law.
7        (u) Information that would disclose or might lead to
8    the disclosure of secret or confidential information,
9    codes, algorithms, programs, or private keys intended to
10    be used to create electronic signatures under the Uniform
11    Electronic Transactions Act.
12        (v) Vulnerability assessments, security measures, and
13    response policies or plans that are designed to identify,
14    prevent, or respond to potential attacks upon a
15    community's population or systems, facilities, or
16    installations, but only to the extent that disclosure
17    could reasonably be expected to expose the vulnerability
18    or jeopardize the effectiveness of the measures, policies,
19    or plans, or the safety of the personnel who implement
20    them or the public. Information exempt under this item may
21    include such things as details pertaining to the
22    mobilization or deployment of personnel or equipment, to
23    the operation of communication systems or protocols, to
24    cybersecurity vulnerabilities, or to tactical operations.
25        (w) (Blank).
26        (x) Maps and other records regarding the location or

 

 

10400SB1750sam002- 13 -LRB104 09307 HLH 29408 a

1    security of generation, transmission, distribution,
2    storage, gathering, treatment, or switching facilities
3    owned by a utility, by a power generator, or by the
4    Illinois Power Agency.
5        (y) Information contained in or related to proposals,
6    bids, or negotiations related to electric power
7    procurement under Section 1-75 of the Illinois Power
8    Agency Act and Section 16-111.5 of the Public Utilities
9    Act that is determined to be confidential and proprietary
10    by the Illinois Power Agency or by the Illinois Commerce
11    Commission.
12        (z) Information about students exempted from
13    disclosure under Section 10-20.38 or 34-18.29 of the
14    School Code, and information about undergraduate students
15    enrolled at an institution of higher education exempted
16    from disclosure under Section 25 of the Illinois Credit
17    Card Marketing Act of 2009.
18        (aa) Information the disclosure of which is exempted
19    under the Viatical Settlements Act of 2009.
20        (bb) Records and information provided to a mortality
21    review team and records maintained by a mortality review
22    team appointed under the Department of Juvenile Justice
23    Mortality Review Team Act.
24        (cc) Information regarding interments, entombments, or
25    inurnments of human remains that are submitted to the
26    Cemetery Oversight Database under the Cemetery Care Act or

 

 

10400SB1750sam002- 14 -LRB104 09307 HLH 29408 a

1    the Cemetery Oversight Act, whichever is applicable.
2        (dd) Correspondence and records (i) that may not be
3    disclosed under Section 11-9 of the Illinois Public Aid
4    Code or (ii) that pertain to appeals under Section 11-8 of
5    the Illinois Public Aid Code.
6        (ee) The names, addresses, or other personal
7    information of persons who are minors and are also
8    participants and registrants in programs of park
9    districts, forest preserve districts, conservation
10    districts, recreation agencies, and special recreation
11    associations.
12        (ff) The names, addresses, or other personal
13    information of participants and registrants in programs of
14    park districts, forest preserve districts, conservation
15    districts, recreation agencies, and special recreation
16    associations where such programs are targeted primarily to
17    minors.
18        (gg) Confidential information described in Section
19    1-100 of the Illinois Independent Tax Tribunal Act of
20    2012.
21        (hh) The report submitted to the State Board of
22    Education by the School Security and Standards Task Force
23    under item (8) of subsection (d) of Section 2-3.160 of the
24    School Code and any information contained in that report.
25        (ii) Records requested by persons committed to or
26    detained by the Department of Human Services under the

 

 

10400SB1750sam002- 15 -LRB104 09307 HLH 29408 a

1    Sexually Violent Persons Commitment Act or committed to
2    the Department of Corrections under the Sexually Dangerous
3    Persons Act if those materials: (i) are available in the
4    library of the facility where the individual is confined;
5    (ii) include records from staff members' personnel files,
6    staff rosters, or other staffing assignment information;
7    or (iii) are available through an administrative request
8    to the Department of Human Services or the Department of
9    Corrections.
10        (jj) Confidential information described in Section
11    5-535 of the Civil Administrative Code of Illinois.
12        (kk) The public body's credit card numbers, debit card
13    numbers, bank account numbers, Federal Employer
14    Identification Number, security code numbers, passwords,
15    and similar account information, the disclosure of which
16    could result in identity theft or impression or defrauding
17    of a governmental entity or a person.
18        (ll) Records concerning the work of the threat
19    assessment team of a school district, including, but not
20    limited to, any threat assessment procedure under the
21    School Safety Drill Act and any information contained in
22    the procedure.
23        (mm) Information prohibited from being disclosed under
24    subsections (a) and (b) of Section 15 of the Student
25    Confidential Reporting Act.
26        (nn) Proprietary information submitted to the

 

 

10400SB1750sam002- 16 -LRB104 09307 HLH 29408 a

1    Environmental Protection Agency under the Drug Take-Back
2    Act.
3        (oo) Records described in subsection (f) of Section
4    3-5-1 of the Unified Code of Corrections.
5        (pp) Any and all information regarding burials,
6    interments, or entombments of human remains as required to
7    be reported to the Department of Natural Resources
8    pursuant either to the Archaeological and Paleontological
9    Resources Protection Act or the Human Remains Protection
10    Act.
11        (qq) Reports described in subsection (e) of Section
12    16-15 of the Abortion Care Clinical Training Program Act.
13        (rr) Information obtained by a certified local health
14    department under the Access to Public Health Data Act.
15        (ss) For a request directed to a public body that is
16    also a HIPAA-covered entity, all information that is
17    protected health information, including demographic
18    information, that may be contained within or extracted
19    from any record held by the public body in compliance with
20    State and federal medical privacy laws and regulations,
21    including, but not limited to, the Health Insurance
22    Portability and Accountability Act and its regulations, 45
23    CFR Parts 160 and 164. As used in this paragraph,
24    "HIPAA-covered entity" has the meaning given to the term
25    "covered entity" in 45 CFR 160.103 and "protected health
26    information" has the meaning given to that term in 45 CFR

 

 

10400SB1750sam002- 17 -LRB104 09307 HLH 29408 a

1    160.103.
2        (tt) Proposals or bids submitted by engineering
3    consultants in response to requests for proposal or other
4    competitive bidding requests by the Department of
5    Transportation or the Illinois Toll Highway Authority.
6        (uu) Information submitted to a chief county
7    assessment officer that is exempt from disclosure under
8    Section 15-172 of the Property Tax Code.
9    (1.5) Any information exempt from disclosure under the
10Judicial Privacy Act shall be redacted from public records
11prior to disclosure under this Act.
12    (2) A public record that is not in the possession of a
13public body but is in the possession of a party with whom the
14agency has contracted to perform a governmental function on
15behalf of the public body, and that directly relates to the
16governmental function and is not otherwise exempt under this
17Act, shall be considered a public record of the public body,
18for purposes of this Act.
19    (3) This Section does not authorize withholding of
20information or limit the availability of records to the
21public, except as stated in this Section or otherwise provided
22in this Act.
23(Source: P.A. 102-38, eff. 6-25-21; 102-558, eff. 8-20-21;
24102-694, eff. 1-7-22; 102-752, eff. 5-6-22; 102-753, eff.
251-1-23; 102-776, eff. 1-1-23; 102-791, eff. 5-13-22; 102-982,
26eff. 7-1-23; 102-1055, eff. 6-10-22; 103-154, eff. 6-30-23;

 

 

10400SB1750sam002- 18 -LRB104 09307 HLH 29408 a

1103-423, eff. 1-1-24; 103-446, eff. 8-4-23; 103-462, eff.
28-4-23; 103-540, eff. 1-1-24; 103-554, eff. 1-1-24; 103-605,
3eff. 7-1-24; 103-865, eff. 1-1-25.)
 
4    (Text of Section after amendment by P.A. 104-300)
5    Sec. 7. Exemptions.
6    (1) When a request is made to inspect or copy a public
7record that contains information that is exempt from
8disclosure under this Section, but also contains information
9that is not exempt from disclosure, the public body may elect
10to redact the information that is exempt. The public body
11shall make the remaining information available for inspection
12and copying. Subject to this requirement, the following shall
13be exempt from inspection and copying:
14        (a) Records created or compiled by a State public
15    defender agency or commission subject to the State Public
16    Defender Act that contain: individual client identity;
17    individual case file information; individual investigation
18    records and other records that are otherwise subject to
19    attorney-client privilege; records that would not be
20    discoverable in litigation; records under Section 2.15;
21    training materials; records related to attorney
22    consultation and representation strategy; or any of the
23    above concerning clients of county public defenders or
24    other defender agencies and firms. This exclusion does not
25    apply to deidentified, aggregated, administrative records,

 

 

10400SB1750sam002- 19 -LRB104 09307 HLH 29408 a

1    such as general case processing and workload information.
2        (a-5) Information specifically prohibited from
3    disclosure by federal or State law or rules and
4    regulations implementing federal or State law.
5        (b) Private information, unless disclosure is required
6    by another provision of this Act, a State or federal law,
7    or a court order.
8        (b-5) Files, documents, and other data or databases
9    maintained by one or more law enforcement agencies and
10    specifically designed to provide information to one or
11    more law enforcement agencies regarding the physical or
12    mental status of one or more individual subjects.
13        (c) Personal information contained within public
14    records, the disclosure of which would constitute a
15    clearly unwarranted invasion of personal privacy, unless
16    the disclosure is consented to in writing by the
17    individual subjects of the information. "Unwarranted
18    invasion of personal privacy" means the disclosure of
19    information that is highly personal or objectionable to a
20    reasonable person and in which the subject's right to
21    privacy outweighs any legitimate public interest in
22    obtaining the information. The disclosure of information
23    that bears on the public duties of public employees and
24    officials shall not be considered an invasion of personal
25    privacy.
26        (d) Records in the possession of any public body

 

 

10400SB1750sam002- 20 -LRB104 09307 HLH 29408 a

1    created in the course of administrative enforcement
2    proceedings, and any law enforcement or correctional
3    agency for law enforcement purposes, but only to the
4    extent that disclosure would:
5            (i) interfere with pending or actually and
6        reasonably contemplated law enforcement proceedings
7        conducted by any law enforcement or correctional
8        agency that is the recipient of the request;
9            (ii) interfere with active administrative
10        enforcement proceedings conducted by the public body
11        that is the recipient of the request;
12            (iii) create a substantial likelihood that a
13        person will be deprived of a fair trial or an impartial
14        hearing;
15            (iv) unavoidably disclose the identity of a
16        confidential source, confidential information
17        furnished only by the confidential source, or persons
18        who file complaints with or provide information to
19        administrative, investigative, law enforcement, or
20        penal agencies; except that the identities of
21        witnesses to traffic crashes, traffic crash reports,
22        and rescue reports shall be provided by agencies of
23        local government, except when disclosure would
24        interfere with an active criminal investigation
25        conducted by the agency that is the recipient of the
26        request;

 

 

10400SB1750sam002- 21 -LRB104 09307 HLH 29408 a

1            (v) disclose unique or specialized investigative
2        techniques other than those generally used and known
3        or disclose internal documents of correctional
4        agencies related to detection, observation, or
5        investigation of incidents of crime or misconduct, and
6        disclosure would result in demonstrable harm to the
7        agency or public body that is the recipient of the
8        request;
9            (vi) endanger the life or physical safety of law
10        enforcement personnel or any other person; or
11            (vii) obstruct an ongoing criminal investigation
12        by the agency that is the recipient of the request.
13        (d-5) A law enforcement record created for law
14    enforcement purposes and contained in a shared electronic
15    record management system if the law enforcement agency
16    that is the recipient of the request did not create the
17    record, did not participate in or have a role in any of the
18    events which are the subject of the record, and only has
19    access to the record through the shared electronic record
20    management system.
21        (d-6) Records contained in the Officer Professional
22    Conduct Database under Section 9.2 of the Illinois Police
23    Training Act, except to the extent authorized under that
24    Section. This includes the documents supplied to the
25    Illinois Law Enforcement Training Standards Board from the
26    Illinois State Police and Illinois State Police Merit

 

 

10400SB1750sam002- 22 -LRB104 09307 HLH 29408 a

1    Board.
2        (d-7) Information gathered or records created from the
3    use of automatic license plate readers in connection with
4    Section 2-130 of the Illinois Vehicle Code.
5        (e) Records that relate to or affect the security of
6    correctional institutions and detention facilities.
7        (e-5) Records requested by persons committed to the
8    Department of Corrections, Department of Human Services
9    Division of Mental Health, or a county jail if those
10    materials are available in the library of the correctional
11    institution or facility or jail where the inmate is
12    confined.
13        (e-6) Records requested by persons committed to the
14    Department of Corrections, Department of Human Services
15    Division of Mental Health, or a county jail if those
16    materials include records from staff members' personnel
17    files, staff rosters, or other staffing assignment
18    information.
19        (e-7) Records requested by persons committed to the
20    Department of Corrections or Department of Human Services
21    Division of Mental Health if those materials are available
22    through an administrative request to the Department of
23    Corrections or Department of Human Services Division of
24    Mental Health.
25        (e-8) Records requested by a person committed to the
26    Department of Corrections, Department of Human Services

 

 

10400SB1750sam002- 23 -LRB104 09307 HLH 29408 a

1    Division of Mental Health, or a county jail, the
2    disclosure of which would result in the risk of harm to any
3    person or the risk of an escape from a jail or correctional
4    institution or facility.
5        (e-9) Records requested by a person in a county jail
6    or committed to the Department of Corrections or
7    Department of Human Services Division of Mental Health,
8    containing personal information pertaining to the person's
9    victim or the victim's family, including, but not limited
10    to, a victim's home address, home telephone number, work
11    or school address, work telephone number, social security
12    number, or any other identifying information, except as
13    may be relevant to a requester's current or potential case
14    or claim.
15        (e-10) Law enforcement records of other persons
16    requested by a person committed to the Department of
17    Corrections, Department of Human Services Division of
18    Mental Health, or a county jail, including, but not
19    limited to, arrest and booking records, mug shots, and
20    crime scene photographs, except as these records may be
21    relevant to the requester's current or potential case or
22    claim.
23        (f) Preliminary drafts, notes, recommendations,
24    memoranda, and other records in which opinions are
25    expressed, or policies or actions are formulated, except
26    that a specific record or relevant portion of a record

 

 

10400SB1750sam002- 24 -LRB104 09307 HLH 29408 a

1    shall not be exempt when the record is publicly cited and
2    identified by the head of the public body. The exemption
3    provided in this paragraph (f) extends to all those
4    records of officers and agencies of the General Assembly
5    that pertain to the preparation of legislative documents.
6        (g) Trade secrets and commercial or financial
7    information obtained from a person or business where the
8    trade secrets or commercial or financial information are
9    furnished under a claim that they are proprietary,
10    privileged, or confidential, and that disclosure of the
11    trade secrets or commercial or financial information would
12    cause competitive harm to the person or business, and only
13    insofar as the claim directly applies to the records
14    requested.
15        The information included under this exemption includes
16    all trade secrets and commercial or financial information
17    obtained by a public body, including a public pension
18    fund, from a private equity fund or a privately held
19    company within the investment portfolio of a private
20    equity fund as a result of either investing or evaluating
21    a potential investment of public funds in a private equity
22    fund. The exemption contained in this item does not apply
23    to the aggregate financial performance information of a
24    private equity fund, nor to the identity of the fund's
25    managers or general partners. The exemption contained in
26    this item does not apply to the identity of a privately

 

 

10400SB1750sam002- 25 -LRB104 09307 HLH 29408 a

1    held company within the investment portfolio of a private
2    equity fund, unless the disclosure of the identity of a
3    privately held company may cause competitive harm.
4        Nothing contained in this paragraph (g) shall be
5    construed to prevent a person or business from consenting
6    to disclosure.
7        (h) Proposals and bids for any contract, grant, or
8    agreement, including information which if it were
9    disclosed would frustrate procurement or give an advantage
10    to any person proposing to enter into a contractor
11    agreement with the body, until an award or final selection
12    is made. Information prepared by or for the body in
13    preparation of a bid solicitation shall be exempt until an
14    award or final selection is made.
15        (i) Valuable formulae, computer geographic systems,
16    designs, drawings, and research data obtained or produced
17    by any public body when disclosure could reasonably be
18    expected to produce private gain or public loss. The
19    exemption for "computer geographic systems" provided in
20    this paragraph (i) does not extend to requests made by
21    news media as defined in Section 2 of this Act when the
22    requested information is not otherwise exempt and the only
23    purpose of the request is to access and disseminate
24    information regarding the health, safety, welfare, or
25    legal rights of the general public.
26        (j) The following information pertaining to

 

 

10400SB1750sam002- 26 -LRB104 09307 HLH 29408 a

1    educational matters:
2            (i) test questions, scoring keys, and other
3        examination data used to administer an academic
4        examination;
5            (ii) information received by a primary or
6        secondary school, college, or university under its
7        procedures for the evaluation of faculty members by
8        their academic peers;
9            (iii) information concerning a school or
10        university's adjudication of student disciplinary
11        cases, but only to the extent that disclosure would
12        unavoidably reveal the identity of the student; and
13            (iv) course materials or research materials used
14        by faculty members.
15        (k) Architects' plans, engineers' technical
16    submissions, and other construction related technical
17    documents for projects not constructed or developed in
18    whole or in part with public funds and the same for
19    projects constructed or developed with public funds,
20    including, but not limited to, power generating and
21    distribution stations and other transmission and
22    distribution facilities, water treatment facilities,
23    airport facilities, sport stadiums, convention centers,
24    and all government owned, operated, or occupied buildings,
25    but only to the extent that disclosure would compromise
26    security.

 

 

10400SB1750sam002- 27 -LRB104 09307 HLH 29408 a

1        (l) Minutes of meetings of public bodies closed to the
2    public as provided in the Open Meetings Act until the
3    public body makes the minutes available to the public
4    under Section 2.06 of the Open Meetings Act.
5        (m) Communications between a public body and an
6    attorney or auditor representing the public body that
7    would not be subject to discovery in litigation, and
8    materials prepared or compiled by or for a public body in
9    anticipation of a criminal, civil, or administrative
10    proceeding upon the request of an attorney advising the
11    public body, and materials prepared or compiled with
12    respect to internal audits of public bodies.
13        (n) Records relating to a public body's adjudication
14    of employee grievances or disciplinary cases; however,
15    this exemption shall not extend to the final outcome of
16    cases in which discipline is imposed.
17        (o) Administrative or technical information associated
18    with automated data processing operations, including, but
19    not limited to, software, operating protocols, computer
20    program abstracts, file layouts, source listings, object
21    modules, load modules, user guides, documentation
22    pertaining to all logical and physical design of
23    computerized systems, employee manuals, and any other
24    information that, if disclosed, would jeopardize the
25    security of the system or its data or the security of
26    materials exempt under this Section.

 

 

10400SB1750sam002- 28 -LRB104 09307 HLH 29408 a

1        (p) Records relating to collective negotiating matters
2    between public bodies and their employees or
3    representatives, except that any final contract or
4    agreement shall be subject to inspection and copying.
5        (q) Test questions, scoring keys, and other
6    examination data used to determine the qualifications of
7    an applicant for a license or employment.
8        (r) The records, documents, and information relating
9    to real estate purchase negotiations until those
10    negotiations have been completed or otherwise terminated.
11    With regard to a parcel involved in a pending or actually
12    and reasonably contemplated eminent domain proceeding
13    under the Eminent Domain Act, records, documents, and
14    information relating to that parcel shall be exempt except
15    as may be allowed under discovery rules adopted by the
16    Illinois Supreme Court. The records, documents, and
17    information relating to a real estate sale shall be exempt
18    until a sale is consummated.
19        (s) Any and all proprietary information and records
20    related to the operation of an intergovernmental risk
21    management association or self-insurance pool or jointly
22    self-administered health and accident cooperative or pool.
23    Insurance or self-insurance (including any
24    intergovernmental risk management association or
25    self-insurance pool) claims, loss or risk management
26    information, records, data, advice, or communications.

 

 

10400SB1750sam002- 29 -LRB104 09307 HLH 29408 a

1        (t) Information contained in or related to
2    examination, operating, or condition reports prepared by,
3    on behalf of, or for the use of a public body responsible
4    for the regulation or supervision of financial
5    institutions, insurance companies, or pharmacy benefit
6    managers, unless disclosure is otherwise required by State
7    law.
8        (u) Information that would disclose or might lead to
9    the disclosure of secret or confidential information,
10    codes, algorithms, programs, or private keys intended to
11    be used to create electronic signatures under the Uniform
12    Electronic Transactions Act.
13        (v) Vulnerability assessments, security measures, and
14    response policies or plans that are designed to identify,
15    prevent, or respond to potential attacks upon a
16    community's population or systems, facilities, or
17    installations, but only to the extent that disclosure
18    could reasonably be expected to expose the vulnerability
19    or jeopardize the effectiveness of the measures, policies,
20    or plans, or the safety of the personnel who implement
21    them or the public. Information exempt under this item may
22    include such things as details pertaining to the
23    mobilization or deployment of personnel or equipment, to
24    the operation of communication systems or protocols, to
25    cybersecurity vulnerabilities, or to tactical operations.
26        (w) (Blank).

 

 

10400SB1750sam002- 30 -LRB104 09307 HLH 29408 a

1        (x) Maps and other records regarding the location or
2    security of generation, transmission, distribution,
3    storage, gathering, treatment, or switching facilities
4    owned by a utility, by a power generator, or by the
5    Illinois Power Agency.
6        (y) Information contained in or related to proposals,
7    bids, or negotiations related to electric power
8    procurement under Section 1-75 of the Illinois Power
9    Agency Act and Section 16-111.5 of the Public Utilities
10    Act that is determined to be confidential and proprietary
11    by the Illinois Power Agency or by the Illinois Commerce
12    Commission.
13        (z) Information about students exempted from
14    disclosure under Section 10-20.38 or 34-18.29 of the
15    School Code, and information about undergraduate students
16    enrolled at an institution of higher education exempted
17    from disclosure under Section 25 of the Illinois Credit
18    Card Marketing Act of 2009.
19        (aa) Information the disclosure of which is exempted
20    under the Viatical Settlements Act of 2009.
21        (bb) Records and information provided to a mortality
22    review team and records maintained by a mortality review
23    team appointed under the Department of Juvenile Justice
24    Mortality Review Team Act.
25        (cc) Information regarding interments, entombments, or
26    inurnments of human remains that are submitted to the

 

 

10400SB1750sam002- 31 -LRB104 09307 HLH 29408 a

1    Cemetery Oversight Database under the Cemetery Care Act or
2    the Cemetery Oversight Act, whichever is applicable.
3        (dd) Correspondence and records (i) that may not be
4    disclosed under Section 11-9 of the Illinois Public Aid
5    Code or (ii) that pertain to appeals under Section 11-8 of
6    the Illinois Public Aid Code.
7        (ee) The names, addresses, or other personal
8    information of persons who are minors and are also
9    participants and registrants in programs of park
10    districts, forest preserve districts, conservation
11    districts, recreation agencies, and special recreation
12    associations.
13        (ff) The names, addresses, or other personal
14    information of participants and registrants in programs of
15    park districts, forest preserve districts, conservation
16    districts, recreation agencies, and special recreation
17    associations where such programs are targeted primarily to
18    minors.
19        (gg) Confidential information described in Section
20    1-100 of the Illinois Independent Tax Tribunal Act of
21    2012.
22        (hh) The report submitted to the State Board of
23    Education by the School Security and Standards Task Force
24    under item (8) of subsection (d) of Section 2-3.160 of the
25    School Code and any information contained in that report.
26        (ii) Records requested by persons committed to or

 

 

10400SB1750sam002- 32 -LRB104 09307 HLH 29408 a

1    detained by the Department of Human Services under the
2    Sexually Violent Persons Commitment Act or committed to
3    the Department of Corrections under the Sexually Dangerous
4    Persons Act if those materials: (i) are available in the
5    library of the facility where the individual is confined;
6    (ii) include records from staff members' personnel files,
7    staff rosters, or other staffing assignment information;
8    or (iii) are available through an administrative request
9    to the Department of Human Services or the Department of
10    Corrections.
11        (jj) Confidential information described in Section
12    5-535 of the Civil Administrative Code of Illinois.
13        (kk) The public body's credit card numbers, debit card
14    numbers, bank account numbers, Federal Employer
15    Identification Number, security code numbers, passwords,
16    and similar account information, the disclosure of which
17    could result in identity theft or impression or defrauding
18    of a governmental entity or a person.
19        (ll) Records concerning the work of the threat
20    assessment team of a school district, including, but not
21    limited to, any threat assessment procedure under the
22    School Safety Drill Act and any information contained in
23    the procedure.
24        (mm) Information prohibited from being disclosed under
25    subsections (a) and (b) of Section 15 of the Student
26    Confidential Reporting Act.

 

 

10400SB1750sam002- 33 -LRB104 09307 HLH 29408 a

1        (nn) Proprietary information submitted to the
2    Environmental Protection Agency under the Drug Take-Back
3    Act.
4        (oo) Records described in subsection (f) of Section
5    3-5-1 of the Unified Code of Corrections.
6        (pp) Any and all information regarding burials,
7    interments, or entombments of human remains as required to
8    be reported to the Department of Natural Resources
9    pursuant either to the Archaeological and Paleontological
10    Resources Protection Act or the Human Remains Protection
11    Act.
12        (qq) Reports described in subsection (e) of Section
13    16-15 of the Abortion Care Clinical Training Program Act.
14        (rr) Information obtained by a certified local health
15    department under the Access to Public Health Data Act.
16        (ss) For a request directed to a public body that is
17    also a HIPAA-covered entity, all information that is
18    protected health information, including demographic
19    information, that may be contained within or extracted
20    from any record held by the public body in compliance with
21    State and federal medical privacy laws and regulations,
22    including, but not limited to, the Health Insurance
23    Portability and Accountability Act and its regulations, 45
24    CFR Parts 160 and 164. As used in this paragraph,
25    "HIPAA-covered entity" has the meaning given to the term
26    "covered entity" in 45 CFR 160.103 and "protected health

 

 

10400SB1750sam002- 34 -LRB104 09307 HLH 29408 a

1    information" has the meaning given to that term in 45 CFR
2    160.103.
3        (tt) Proposals or bids submitted by engineering
4    consultants in response to requests for proposal or other
5    competitive bidding requests by the Department of
6    Transportation or the Illinois Toll Highway Authority.
7        (uu) Information submitted to a chief county
8    assessment officer that is exempt from disclosure under
9    Section 15-172 of the Property Tax Code.
10    (1.5) Any information exempt from disclosure under the
11Judicial Privacy Act shall be redacted from public records
12prior to disclosure under this Act.
13    (2) A public record that is not in the possession of a
14public body but is in the possession of a party with whom the
15agency has contracted to perform a governmental function on
16behalf of the public body, and that directly relates to the
17governmental function and is not otherwise exempt under this
18Act, shall be considered a public record of the public body,
19for purposes of this Act.
20    (3) This Section does not authorize withholding of
21information or limit the availability of records to the
22public, except as stated in this Section or otherwise provided
23in this Act.
24(Source: P.A. 103-154, eff. 6-30-23; 103-423, eff. 1-1-24;
25103-446, eff. 8-4-23; 103-462, eff. 8-4-23; 103-540, eff.
261-1-24; 103-554, eff. 1-1-24; 103-605, eff. 7-1-24; 103-865,

 

 

10400SB1750sam002- 35 -LRB104 09307 HLH 29408 a

1eff. 1-1-25; 104-300, eff. 1-1-27.)
 
2    Section 10. The Property Tax Code is amended by changing
3Section 15-172 as follows:
 
4    (35 ILCS 200/15-172)
5    Sec. 15-172. Low-Income Senior Citizens Assessment Freeze
6Homestead Exemption.
7    (a) This Section may be cited as the Low-Income Senior
8Citizens Assessment Freeze Homestead Exemption.
9    (b) As used in this Section:
10    "Applicant" means an individual who has filed an
11application under this Section.
12    "Base amount" means the base year equalized assessed value
13of the residence plus the first year's equalized assessed
14value of any added improvements which increased the assessed
15value of the residence after the base year.
16    "Base year" means the taxable year prior to the taxable
17year for which the applicant first qualifies and applies for
18the exemption provided that in the prior taxable year the
19property was improved with a permanent structure that was
20occupied as a residence by the applicant who was liable for
21paying real property taxes on the property and who was either
22(i) an owner of record of the property or had legal or
23equitable interest in the property as evidenced by a written
24instrument or (ii) had a legal or equitable interest as a

 

 

10400SB1750sam002- 36 -LRB104 09307 HLH 29408 a

1lessee in the parcel of property that was single family
2residence. If in any subsequent taxable year for which the
3applicant applies and qualifies for the exemption the
4equalized assessed value of the residence is less than the
5equalized assessed value in the existing base year (provided
6that such equalized assessed value is not based on an assessed
7value that results from a temporary irregularity in the
8property that reduces the assessed value for one or more
9taxable years), then that subsequent taxable year shall become
10the base year until a new base year is established under the
11terms of this paragraph. For taxable year 1999 only, the Chief
12County Assessment Officer shall review (i) all taxable years
13for which the applicant applied and qualified for the
14exemption and (ii) the existing base year. The assessment
15officer shall select as the new base year the year with the
16lowest equalized assessed value. An equalized assessed value
17that is based on an assessed value that results from a
18temporary irregularity in the property that reduces the
19assessed value for one or more taxable years shall not be
20considered the lowest equalized assessed value. The selected
21year shall be the base year for taxable year 1999 and
22thereafter until a new base year is established under the
23terms of this paragraph.
24    "Chief County Assessment Officer" means the County
25Assessor or Supervisor of Assessments of the county in which
26the property is located.

 

 

10400SB1750sam002- 37 -LRB104 09307 HLH 29408 a

1    "Equalized assessed value" means the assessed value as
2equalized by the Illinois Department of Revenue.
3    "Household" means the applicant, the spouse of the
4applicant, and all persons using the residence of the
5applicant as their principal place of residence.
6    "Household income" means the combined income of the
7members of a household for the calendar year preceding the
8taxable year.
9    "Income" has the same meaning as provided in Section 3.07
10of the Senior Citizens and Persons with Disabilities Property
11Tax Relief Act, except that, beginning in assessment year
122001, "income" does not include veteran's benefits.
13    "Internal Revenue Code of 1986" means the United States
14Internal Revenue Code of 1986 or any successor law or laws
15relating to federal income taxes in effect for the year
16preceding the taxable year.
17    "Life care facility that qualifies as a cooperative" means
18a facility as defined in Section 2 of the Life Care Facilities
19Act.
20    "Maximum income limitation" means:
21        (1) $35,000 prior to taxable year 1999;
22        (2) $40,000 in taxable years 1999 through 2003;
23        (3) $45,000 in taxable years 2004 through 2005;
24        (4) $50,000 in taxable years 2006 and 2007;
25        (5) $55,000 in taxable years 2008 through 2016;
26        (6) for taxable year 2017, (i) $65,000 for qualified

 

 

10400SB1750sam002- 38 -LRB104 09307 HLH 29408 a

1    property located in a county with 3,000,000 or more
2    inhabitants and (ii) $55,000 for qualified property
3    located in a county with fewer than 3,000,000 inhabitants;
4    and
5        (7) for taxable years 2018 and thereafter, $65,000 for
6    all qualified property.
7    As an alternative income valuation, a homeowner who is
8enrolled in any of the following programs may be presumed to
9have household income that does not exceed the maximum income
10limitation for that tax year as required by this Section: Aid
11to the Aged, Blind or Disabled (AABD) Program or the
12Supplemental Nutrition Assistance Program (SNAP), both of
13which are administered by the Department of Human Services;
14the Low Income Home Energy Assistance Program (LIHEAP), which
15is administered by the Department of Commerce and Economic
16Opportunity; The Benefit Access program, which is administered
17by the Department on Aging; and the Senior Citizens Real
18Estate Tax Deferral Program.
19    A chief county assessment officer may indicate that he or
20she has verified an applicant's income eligibility for this
21exemption but may not report which program or programs, if
22any, enroll the applicant. Release of personal information
23submitted pursuant to this Section shall be deemed an
24unwarranted invasion of personal privacy under the Freedom of
25Information Act.
26    "Residence" means the principal dwelling place and

 

 

10400SB1750sam002- 39 -LRB104 09307 HLH 29408 a

1appurtenant structures used for residential purposes in this
2State occupied on January 1 of the taxable year by a household
3and so much of the surrounding land, constituting the parcel
4upon which the dwelling place is situated, as is used for
5residential purposes. If the Chief County Assessment Officer
6has established a specific legal description for a portion of
7property constituting the residence, then that portion of
8property shall be deemed the residence for the purposes of
9this Section.
10    "Taxable year" means the calendar year during which ad
11valorem property taxes payable in the next succeeding year are
12levied.
13    (c) Beginning in taxable year 1994, a low-income senior
14citizens assessment freeze homestead exemption is granted for
15real property that is improved with a permanent structure that
16is occupied as a residence by an applicant who (i) is 65 years
17of age or older during the taxable year, (ii) has a household
18income that does not exceed the maximum income limitation,
19(iii) is liable for paying real property taxes on the
20property, and (iv) is an owner of record of the property or has
21a legal or equitable interest in the property as evidenced by a
22written instrument. This homestead exemption shall also apply
23to a leasehold interest in a parcel of property improved with a
24permanent structure that is a single family residence that is
25occupied as a residence by a person who (i) is 65 years of age
26or older during the taxable year, (ii) has a household income

 

 

10400SB1750sam002- 40 -LRB104 09307 HLH 29408 a

1that does not exceed the maximum income limitation, (iii) has
2a legal or equitable ownership interest in the property as
3lessee, and (iv) is liable for the payment of real property
4taxes on that property.
5    In counties of 3,000,000 or more inhabitants, the amount
6of the exemption for all taxable years is the equalized
7assessed value of the residence in the taxable year for which
8application is made minus the base amount. In all other
9counties, the amount of the exemption is as follows: (i)
10through taxable year 2005 and for taxable year 2007 and
11thereafter, the amount of this exemption shall be the
12equalized assessed value of the residence in the taxable year
13for which application is made minus the base amount; and (ii)
14for taxable year 2006, the amount of the exemption is as
15follows:
16        (1) For an applicant who has a household income of
17    $45,000 or less, the amount of the exemption is the
18    equalized assessed value of the residence in the taxable
19    year for which application is made minus the base amount.
20        (2) For an applicant who has a household income
21    exceeding $45,000 but not exceeding $46,250, the amount of
22    the exemption is (i) the equalized assessed value of the
23    residence in the taxable year for which application is
24    made minus the base amount (ii) multiplied by 0.8.
25        (3) For an applicant who has a household income
26    exceeding $46,250 but not exceeding $47,500, the amount of

 

 

10400SB1750sam002- 41 -LRB104 09307 HLH 29408 a

1    the exemption is (i) the equalized assessed value of the
2    residence in the taxable year for which application is
3    made minus the base amount (ii) multiplied by 0.6.
4        (4) For an applicant who has a household income
5    exceeding $47,500 but not exceeding $48,750, the amount of
6    the exemption is (i) the equalized assessed value of the
7    residence in the taxable year for which application is
8    made minus the base amount (ii) multiplied by 0.4.
9        (5) For an applicant who has a household income
10    exceeding $48,750 but not exceeding $50,000, the amount of
11    the exemption is (i) the equalized assessed value of the
12    residence in the taxable year for which application is
13    made minus the base amount (ii) multiplied by 0.2.
14    When the applicant is a surviving spouse of an applicant
15for a prior year for the same residence for which an exemption
16under this Section has been granted, the base year and base
17amount for that residence are the same as for the applicant for
18the prior year.
19    Each year at the time the assessment books are certified
20to the County Clerk, the Board of Review or Board of Appeals
21shall give to the County Clerk a list of the assessed values of
22improvements on each parcel qualifying for this exemption that
23were added after the base year for this parcel and that
24increased the assessed value of the property.
25    In the case of land improved with an apartment building
26owned and operated as a cooperative or a building that is a

 

 

10400SB1750sam002- 42 -LRB104 09307 HLH 29408 a

1life care facility that qualifies as a cooperative, the
2maximum reduction from the equalized assessed value of the
3property is limited to the sum of the reductions calculated
4for each unit occupied as a residence by a person or persons
5(i) 65 years of age or older, (ii) with a household income that
6does not exceed the maximum income limitation, (iii) who is
7liable, by contract with the owner or owners of record, for
8paying real property taxes on the property, and (iv) who is an
9owner of record of a legal or equitable interest in the
10cooperative apartment building, other than a leasehold
11interest. In the instance of a cooperative where a homestead
12exemption has been granted under this Section, the cooperative
13association or its management firm shall credit the savings
14resulting from that exemption only to the apportioned tax
15liability of the owner who qualified for the exemption. Any
16person who willfully refuses to credit that savings to an
17owner who qualifies for the exemption is guilty of a Class B
18misdemeanor.
19    When a homestead exemption has been granted under this
20Section and an applicant then becomes a resident of a facility
21licensed under the Assisted Living and Shared Housing Act, the
22Nursing Home Care Act, the Specialized Mental Health
23Rehabilitation Act of 2013, the ID/DD Community Care Act, or
24the MC/DD Act, the exemption shall be granted in subsequent
25years so long as the residence (i) continues to be occupied by
26the qualified applicant's spouse or (ii) if remaining

 

 

10400SB1750sam002- 43 -LRB104 09307 HLH 29408 a

1unoccupied, is still owned by the qualified applicant for the
2homestead exemption.
3    Beginning January 1, 1997, when an individual dies who
4would have qualified for an exemption under this Section, and
5the surviving spouse does not independently qualify for this
6exemption because of age, the exemption under this Section
7shall be granted to the surviving spouse for the taxable year
8preceding and the taxable year of the death, provided that,
9except for age, the surviving spouse meets all other
10qualifications for the granting of this exemption for those
11years.
12    When married persons maintain separate residences, the
13exemption provided for in this Section may be claimed by only
14one of such persons and for only one residence.
15    For taxable year 1994 only, in counties having less than
163,000,000 inhabitants, to receive the exemption, a person
17shall submit an application by February 15, 1995 to the Chief
18County Assessment Officer of the county in which the property
19is located. In counties having 3,000,000 or more inhabitants,
20for taxable year 1994 and all subsequent taxable years, to
21receive the exemption, a person may submit an application to
22the Chief County Assessment Officer of the county in which the
23property is located during such period as may be specified by
24the Chief County Assessment Officer. The Chief County
25Assessment Officer in counties of 3,000,000 or more
26inhabitants shall annually give notice of the application

 

 

10400SB1750sam002- 44 -LRB104 09307 HLH 29408 a

1period by mail or by publication. In counties having less than
23,000,000 inhabitants, beginning with taxable year 1995 and
3thereafter, to receive the exemption, a person shall submit an
4application by July 1 of each taxable year to the Chief County
5Assessment Officer of the county in which the property is
6located. A county may, by ordinance, establish a date for
7submission of applications that is different than July 1. The
8applicant shall submit with the application an affidavit of
9the applicant's total household income, age, marital status
10(and if married the name and address of the applicant's
11spouse, if known), and principal dwelling place of members of
12the household on January 1 of the taxable year. The Department
13shall establish, by rule, a method for verifying the accuracy
14of affidavits filed by applicants under this Section, and the
15Chief County Assessment Officer may conduct audits of any
16taxpayer claiming an exemption under this Section to verify
17that the taxpayer is eligible to receive the exemption. Each
18application shall contain or be verified by a written
19declaration that it is made under the penalties of perjury. A
20taxpayer's signing a fraudulent application under this Act is
21perjury, as defined in Section 32-2 of the Criminal Code of
222012. The applications shall be clearly marked as applications
23for the Low-Income Senior Citizens Assessment Freeze Homestead
24Exemption and must contain a notice that any taxpayer who
25receives the exemption is subject to an audit by the Chief
26County Assessment Officer.

 

 

10400SB1750sam002- 45 -LRB104 09307 HLH 29408 a

1    Notwithstanding any other provision of law, the Chief
2County Assessment Officer in a county with 3,000,000 or more
3inhabitants may allow applicants to voluntarily provide to the
4Chief County Assessment Officer the full social security
5numbers or individual taxpayer identification numbers, as
6applicable, for all members of the applicant's household. If,
7in a county with 3,000,000 or more inhabitants, the applicant
8provides the Chief County Assessment Officer with the full
9social security numbers or individual taxpayer identification
10numbers for all members of the applicant's household, then, in
11subsequent taxable years, the Chief County Assessment Officer
12may renew the exemption under this Section without a new
13application if the Chief County Assessment Officer is able to
14confirm both that (i) the applicant remains eligible for the
15Senior Citizen Homestead Exemption under Section 15-170 for
16the applicable property and (ii) the applicant's household
17income does not exceed the maximum income limitation under
18this Section. A Chief County Assessment Officer who renews an
19exemption under this paragraph without an annual application
20shall notify the applicant of both the decision to renew the
21exemption and the applicant's ongoing duty to report changes
22in the applicant's eligibility. If a Chief County Assessment
23Officer who receives an applicant's social security number or
24tax identification number under this paragraph is unable to
25verify that the applicant remains eligible for the exemption
26under this Section, then the Chief County Assessment Officer

 

 

10400SB1750sam002- 46 -LRB104 09307 HLH 29408 a

1shall notify the applicant of that fact and shall provide the
2applicant with an opportunity to demonstrate the applicant's
3eligibility.
4    Notwithstanding any other provision to the contrary, in
5counties having fewer than 3,000,000 inhabitants, if an
6applicant fails to file the application required by this
7Section in a timely manner and this failure to file is due to a
8mental or physical condition sufficiently severe so as to
9render the applicant incapable of filing the application in a
10timely manner, the Chief County Assessment Officer may extend
11the filing deadline for a period of 30 days after the applicant
12regains the capability to file the application, but in no case
13may the filing deadline be extended beyond 3 months of the
14original filing deadline. In order to receive the extension
15provided in this paragraph, the applicant shall provide the
16Chief County Assessment Officer with a signed statement from
17the applicant's physician, advanced practice registered nurse,
18or physician assistant stating the nature and extent of the
19condition, that, in the physician's, advanced practice
20registered nurse's, or physician assistant's opinion, the
21condition was so severe that it rendered the applicant
22incapable of filing the application in a timely manner, and
23the date on which the applicant regained the capability to
24file the application.
25    Beginning January 1, 1998, notwithstanding any other
26provision to the contrary, in counties having fewer than

 

 

10400SB1750sam002- 47 -LRB104 09307 HLH 29408 a

13,000,000 inhabitants, if an applicant fails to file the
2application required by this Section in a timely manner and
3this failure to file is due to a mental or physical condition
4sufficiently severe so as to render the applicant incapable of
5filing the application in a timely manner, the Chief County
6Assessment Officer may extend the filing deadline for a period
7of 3 months. In order to receive the extension provided in this
8paragraph, the applicant shall provide the Chief County
9Assessment Officer with a signed statement from the
10applicant's physician, advanced practice registered nurse, or
11physician assistant stating the nature and extent of the
12condition, and that, in the physician's, advanced practice
13registered nurse's, or physician assistant's opinion, the
14condition was so severe that it rendered the applicant
15incapable of filing the application in a timely manner.
16    In counties having less than 3,000,000 inhabitants, if an
17applicant was denied an exemption in taxable year 1994 and the
18denial occurred due to an error on the part of an assessment
19official, or his or her agent or employee, then beginning in
20taxable year 1997 the applicant's base year, for purposes of
21determining the amount of the exemption, shall be 1993 rather
22than 1994. In addition, in taxable year 1997, the applicant's
23exemption shall also include an amount equal to (i) the amount
24of any exemption denied to the applicant in taxable year 1995
25as a result of using 1994, rather than 1993, as the base year,
26(ii) the amount of any exemption denied to the applicant in

 

 

10400SB1750sam002- 48 -LRB104 09307 HLH 29408 a

1taxable year 1996 as a result of using 1994, rather than 1993,
2as the base year, and (iii) the amount of the exemption
3erroneously denied for taxable year 1994.
4    For purposes of this Section, a person who will be 65 years
5of age during the current taxable year shall be eligible to
6apply for the homestead exemption during that taxable year.
7Application shall be made during the application period in
8effect for the county of his or her residence.
9    The Chief County Assessment Officer may determine the
10eligibility of a life care facility that qualifies as a
11cooperative to receive the benefits provided by this Section
12by use of an affidavit, application, visual inspection,
13questionnaire, or other reasonable method in order to insure
14that the tax savings resulting from the exemption are credited
15by the management firm to the apportioned tax liability of
16each qualifying resident. The Chief County Assessment Officer
17may request reasonable proof that the management firm has so
18credited that exemption.
19    Except as provided in this Section, all information
20received by the chief county assessment officer or the
21Department from applications filed under this Section, or from
22any investigation conducted under the provisions of this
23Section, shall be confidential and privileged, shall be exempt
24from disclosure under the Freedom of Information Act, and
25shall not be divulged to any person or agency, except as
26necessary to determine eligibility for the exemption under

 

 

10400SB1750sam002- 49 -LRB104 09307 HLH 29408 a

1this Section. , except for official purposes or pursuant to
2official procedures for collection of any State or local tax
3or enforcement of any civil or criminal penalty or sanction
4imposed by this Act or by any statute or ordinance imposing a
5State or local tax. Any person who divulges any such
6information in any manner, except in accordance with this
7Section or with a proper judicial order, is guilty of a Class A
8misdemeanor.
9    Nothing contained in this Section shall prevent the
10Director or chief county assessment officer from publishing or
11making available reasonable statistics concerning the
12operation of the exemption contained in this Section in which
13the contents of claims are grouped into aggregates in such a
14way that information contained in any individual claim shall
15not be disclosed.
16    Notwithstanding any other provision of law, for taxable
17year 2017 and thereafter, in counties of 3,000,000 or more
18inhabitants, the amount of the exemption shall be the greater
19of (i) the amount of the exemption otherwise calculated under
20this Section or (ii) $2,000.
21    (c-5) Notwithstanding any other provision of law, each
22chief county assessment officer may approve this exemption for
23the 2020 taxable year, without application, for any property
24that was approved for this exemption for the 2019 taxable
25year, provided that:
26        (1) the county board has declared a local disaster as

 

 

10400SB1750sam002- 50 -LRB104 09307 HLH 29408 a

1    provided in the Illinois Emergency Management Agency Act
2    related to the COVID-19 public health emergency;
3        (2) the owner of record of the property as of January
4    1, 2020 is the same as the owner of record of the property
5    as of January 1, 2019;
6        (3) the exemption for the 2019 taxable year has not
7    been determined to be an erroneous exemption as defined by
8    this Code; and
9        (4) the applicant for the 2019 taxable year has not
10    asked for the exemption to be removed for the 2019 or 2020
11    taxable years.
12    Nothing in this subsection shall preclude or impair the
13authority of a chief county assessment officer to conduct
14audits of any taxpayer claiming an exemption under this
15Section to verify that the taxpayer is eligible to receive the
16exemption as provided elsewhere in this Section.
17    (c-10) Notwithstanding any other provision of law, each
18chief county assessment officer may approve this exemption for
19the 2021 taxable year, without application, for any property
20that was approved for this exemption for the 2020 taxable
21year, if:
22        (1) the county board has declared a local disaster as
23    provided in the Illinois Emergency Management Agency Act
24    related to the COVID-19 public health emergency;
25        (2) the owner of record of the property as of January
26    1, 2021 is the same as the owner of record of the property

 

 

10400SB1750sam002- 51 -LRB104 09307 HLH 29408 a

1    as of January 1, 2020;
2        (3) the exemption for the 2020 taxable year has not
3    been determined to be an erroneous exemption as defined by
4    this Code; and
5        (4) the taxpayer for the 2020 taxable year has not
6    asked for the exemption to be removed for the 2020 or 2021
7    taxable years.
8    Nothing in this subsection shall preclude or impair the
9authority of a chief county assessment officer to conduct
10audits of any taxpayer claiming an exemption under this
11Section to verify that the taxpayer is eligible to receive the
12exemption as provided elsewhere in this Section.
13    (d) Each Chief County Assessment Officer shall annually
14publish a notice of availability of the exemption provided
15under this Section. The notice shall be published at least 60
16days but no more than 75 days prior to the date on which the
17application must be submitted to the Chief County Assessment
18Officer of the county in which the property is located. The
19notice shall appear in a newspaper of general circulation in
20the county.
21    Notwithstanding Sections 6 and 8 of the State Mandates
22Act, no reimbursement by the State is required for the
23implementation of any mandate created by this Section.
24(Source: P.A. 101-635, eff. 6-5-20; 102-136, eff. 7-23-21;
25102-895, eff. 5-23-22.)
 

 

 

10400SB1750sam002- 52 -LRB104 09307 HLH 29408 a

1    Section 95. No acceleration or delay. Where this Act makes
2changes in a statute that is represented in this Act by text
3that is not yet or no longer in effect (for example, a Section
4represented by multiple versions), the use of that text does
5not accelerate or delay the taking effect of (i) the changes
6made by this Act or (ii) provisions derived from any other
7Public Act.".