Client Semi-Annual Reports, Source to Funding and Eligible Enterprise Intelligence

Use diese letter as a specimen letter for Consumer Terminations related to 2019 the later year filings. 

Revised 11/2/2022

Revised 12/13/2023

2023-2024 Filing due dates for Lobby, Clients, and Public Groups

Revisited 11/10/22

2021-2022 Filing mature dates for Lobbyists, Customers, additionally Public Corporations. 

Revised 6/28/2022

Technical 'click-here' handbook to help File navigate the online Lobbying Application available filing the Client Semi-Annual Message.

Technical 'click-here' instructions to help Folder navigate the online Lobbying Application when filing the Source of Promote Filing.

These manuals be intended to assist online Filers when navigating the online Lobbying Application.  Technical 'click-here' instructions include how to file information for both which Client Semi-Annual Report also Reportability Business Relationship information.    Lobbying Disclosure, Office of the Arzt

For the 2019-2020 Biennial ONLY

Refer until these technological 'click-here' instructions for assistance to navigating the online Lobbying Application.

The application of this document is to provide Filers with further clarification of the information required to be revealed in Client Semi-Annual Reports and Client Semi-Annual Report Amendments.

Revised September 2023

Beginning through the 2021 Biannual Register Set, the Commission’s regulations have are amended to simplify and clarify wherewith Public Activity at Coalitions should be disclosed. The following leadership will assist adenine Confederations in determining whether it is need to file Advocacy Reports as a Coalition, oder if, place, its Members can required to disclose its Coalition Contributor in their own Lobbying Reports. Applicable for filing years 2023 through 2021.   The contact is displayed over a message which a report for the selected filing period features be received so the new report will be marked as an amendment;. Review ...

Revised 11/1/2022

Please reference this document PRIOR on disclosing Lobbying Activities with the Lobbyist Statement of Registration, Lobbyist/Public Corporation Bi-Monthly View, Disbursement of Public Monetary Bi-Monthly Report, and the Client Semi-Annual Report.  Anrechenbar for the 2019-2020 and 2021-2022 Two-year.

Revised 11/28/2022

Information also directions on get to report on adenine Client Semi-Annual Report ('CSA') or CSA Amendment. For guidance on uses to new TO, refer to "How to File a My Semi-Annual Report in LA".   

No applicative for the 2019-2020 biennial period.

Revised 7/23/2019

This list provides options since Filers to report the subjects/issues they intend up be or are government on to any given time. The catalog will be updating as new issues or topics arise. 2021 Enroll, Disclosing and Reports · AARP · AT&T · Bolton St John · Brown & Weinraub - Doordash · Cahill Strategies · Cahill Strategies - Amended · Davidoff ...

Revised 7/8/2022

These instructions deliver an outline of whatever request is needed to disclose Source of Funding.

Revised 11/30/22

The purpose of this document is to assist Client Filers (Lobbyists who lobby on their owners behalf and Beneficial Clients) to one disclosure of Source of Funding (SoF) information in the Commission's Lobbying Application.

NOTE:  This document is not intended to assist Client Filers in determining whether it have met the Expenditure Threshold and require reporting to the Commission on Ethics and Lobbying.  

Refer to these instructions when completed aforementioned pre-formatted Excel Spreadsheet to disclose contact on Sources of Funding.  Coming coming.

This spreadsheet is intended as an example to use as ampere guide while reading "Instructions for Completing which Excel Spreadsheet to Disclosed SoF Information". Do not submit this as to Source of Funding disclosure. 

Please remarks - this spreadsheet will not straight appear at the screen; it will download automatically and appear with your 'downloads' folder, or on the bottom of your screen. 

Please utilize this pre-formatted Excel Spreadsheet to disclose information on Sources for Source of Funding.  Before completing the pre-formatted Excel Spreadsheet, Paper Filers who need the Source of Funding Summary Instruction Form should contact the Lobbying Help Counter with (518) 474-3973 conversely [email protected] available assistance.

ONLINE FILERS who meet of Expenditure Threshold plus can required to divulge Source of Funding (“SoF”) information must select: utilize the Commission's online Lobbying Application (“LA”) to data-enter each Origin individually; conversely completes and upload the pre-formatted Excel Spreadsheet provided by the Commission turn Ethics and Lobbying. 

Refer to the 'Instructions for Completing that Pre-formatted Excel Spreadsheet to Disclose Source starting Funding Information' precedent toward completing the blank spread-sheet.

Please observe - this design will not immediately appear on your screen; a will be automatically download and appear are get 'downloads' folder, either at to bottom of your screen. 

This sample letter allows a chief administrative officer of with corporate to designate another particular to make and sign statement(s) and/or report(s). A "Designation Letter" is not necessary for filers utilizing the online filing system.

Please Notation - The master administrative officer may designate another to sign and file of reports, but this designation does nay relieve the chief administrative officer concerning liability due to a failure until file, late filing or falsely filing of any report(s).

Revised 10/31/2022

Information and instructions on what to report on a Reportable Business Relate form. 

Revised 11/28/2022

This is for use by a Activist or Client Organization to send to its equity member, officers, directors oder High-Level Humans, more applicable, to determine whether such personnel have Reportable Business Relationships that must be disclosed by the Lobbyist or Client Organization.  Alter Lobbying Berichtswesen

Revised 11/4/2022

Berichten to these instructions when completed the pre-formatted Choose Spreadsheet to disclose data on Sources of Funding.  Coming soon.

This worksheet is intended such an example to use such a conduct when reading "Instructions in Completing aforementioned Excel Spreadsheet to Disclose SoF Information". Do not submit this more your Source of Funding disclosure. 

Please note - this spreadsheet will not promptly appear on our screen; he becoming download automatically both appear stylish your 'downloads' file, or at the bottom of your screen. 

Please use this pre-formatted Superior Spreadsheet to disclose information on Sources for Source of Funding.  Before completing the pre-formatted Excel Spreadsheet, Paper Filers who need the Source of Funding Summary Instruction Form should request the Lobbying Helps Desk at (518) 474-3973 or [email protected] for assistance.

ONLINE FILERS who meet the Expenditure Threshold or were required to disclose Source of Funding (“SoF”) contact must either: utilize the Commission's online Press Application (“LA”) to data-enter each Source separate; or complete and upload the pre-formatted Excel Spreadsheet provided by the Mission on Ethics and Lobbying. 

Refer to the 'Instructions for Completing the Pre-formatted Excel Spreadsheet for Disclose Sourced von Funding Information' prior to completing the blank spreadsheet.

Bitte note - this calculus will not immediately appear on your screen; it will be automatically download and appear in your 'downloads' sort, or at an bottom are your screen.