ALL FILERS MUST COMPLETE THE FIRST PAGE.
LINE 1. REGISTRANT NAME: Indicate the registrant’s full legal name and any trade name. The name must be either the name of the lobbying firm or the name of the organization employing in-house lobbyists. Individual lobbyists do not file reports unless they are self-employed, in which case they file as firms, and indicate their own name and any trade or business names.
If the registrant is a self-employed lobbyist, click 'Individual' to switch to name fields, then select the preferred prefix and enter the first name and last name. If you used a middle name, initial or suffix when you filed, enter a middle name or initial with the first name and the suffix with the last name. For future electronic filing, it is important to enter the name exactly the same each time.
LINE 2. REGISTRANT ADDRESS: Enter the mailing address for correspondence. Mark the box if the address is different than previously reported. A full address is required to complete the filing.
Note: If you enter a new address and you do not check this box, the pre-populated templates will not be updated.
LINE 3. PRINCIPAL PLACE OF BUSINESS: Indicate the city, state and country of the registrant's principal place of business, if different from the address on line 2.
LINE 4. TELEPHONE NUMBER AND CONTACT NAME: Enter the telephone number, including area code. Please use the (222)222-2222 or 222-222-2222 format. A US telephone number is preferred. Select the preferred prefix (Mr., Ms. Mrs.), and enter the full name of the person to contact for any questions concerning the report. Enter the contact e-mail address. A telephone number, contact name and email address in valid format are required to complete the filing.
LINE 5. SENATE IDENTIFICATION NUMBER: This number, assigned by the Office of Public Records, is unique to each registrant-client relationship. Enter the number and use it in all correspondence pertaining to this relationship.
LINE 6. HOUSE IDENTIFICATION NUMBER: This 9 digit number, assigned by the Legislative Resource Center, is unique to each registrant-client relationship. Enter the nine-digit number and use it in all correspondence pertaining to this relationship. This number is required to complete the filing.
LINE 7. CLIENT NAME AND ADDRESS: For an organization lobbying on its own behalf, check the box labeled 'SELF'. When 'Self' is checked, the registrant name is inserted in the client name line.
For a lobbying firm or self-employed lobbyist lobbying on behalf of a client, DO NOT check “Self”. Instead, state the name and address of the client. Lobbying firms must file a separate report for each client. The client address is required in this case.
Check the box if client is a state or local government or a department, agency, special district, or other instrumentality controlled by one or more state or local governments.
LINE 8. YEAR: Enter the year and mark the appropriate box to indicate which quarterly reporting period is covered by this report. A separate report is required for each filing period. A valid four-digit year is required to be entered. (Electronic filing is only available for reports and amendments for the year-end 2004 report and later. However, older reports or amendments may be prepared on the form and printed for filing by mail or hand delivery.)
LINE 9. AMENDED REPORT If amending a previously filed version of this report, place a mark in the box. Otherwise, leave blank.
LINE 10. TERMINATION REPORT: If lobbying for the client has ended and the registrant wishes to terminate this registration, mark the box and enter the date that lobbying activities ceased. Enter the date in mm/dd/yyyy format. It is not necessary to put '0' in front of a single digit day or month. The date must be in the filing period you have marked in Line 8. If the date entered is not in that period, an error message will be returned.
LINE 11. NO LOBBYING ISSUE ACTIVITY BOX: If there were no lobbying issue activity, check the box. Otherwise, file a complete report (page 2 and addendum pages as necessary) detailing the lobbying activity. If this box is checked, page 2 will no longer be displayed as it does not need to be part of the filing.
Note: You cannot check this box if you have entered information on an issue page. You must delete the entries before you can select No lobbying activity.
INCOME OR EXPENSE SUMMARY (YOU MUST COMPLETE EITHER LINE 12 OR LINE 13 AS INSTRUCTED): The form will only allow the appropriate section to be completed. Any attempt to check a box or enter an amount in the incorrect area will return an error message.
INCOME OR EXPENSE SUMMARY (ANSWER LINE 12 OR LINE 13 AS INSTRUCTED): You must complete Line 12 if lobbying on behalf of a client. You must complete line 13 if you are lobbying on your own behalf.
LINE 12. LOBBYING FIRMS (INCOME): Indicate whether income relating to lobbying activities on behalf of the client identified on line 7 was less than $5,000, or was $5,000 or more, during this reporting period by checking the appropriate box. If income was $5,000 or more, provide a good faith estimate of all lobbying related income from the client (include all payments to the registrant by any other entity for lobbying activities on behalf of the client). Round your estimate to the nearest $10,000. (One selection is required for lobbying firms.) Any amount under $5,000 entered in the line will return an error. (You must check one box or the other.)
LINE 13. ORGANIZATIONS (EXPENSES): Indicate whether expenses related to lobbying activities were less than $5,000, or were $5,000 or more, during the reporting period by checking the appropriate box. If expenses were $5,000 or more, provide a good faith estimate of all lobbying expenses (include all payments to third parties for lobbying activities) and round estimates to the nearest $10,000. (One selection is required for organizations lobbying on their own behalf.)
LINE 14. REPORTING METHODS: Mark the appropriate box to indicate the expense accounting method used to determine expenses. One selection is required if 'Self' is checked.
• Method A. Reporting amounts using LDA definitions only. This method is available to all organizations.
• Method B. Reporting amounts using Internal Revenue Code definitions as defined under Section 4911(d) of the IRC. This method is only available to a NON-PROFIT registrant that is required to report and does report under Section 6033(b)(8) of the IRC. The amount disclosed must pertain to the quarterly period covered by this report.
• Method C. Reporting amounts using Internal Revenue Code definitions of lobbying activities, of which the cost is not deductible pursuant to Section 162(e) of the IRC. This method is available to any registrant that is subject to Section 162(e) of the IRC. The amount disclosed must pertain to the quarterly period covered by this report. Grass-roots and state lobbying expenses may not be subtracted from this amount.
FIRST PAGE SIGNATURE: This signature line is used to apply your digital signature using the Senate password. The signer name will appear after you have completed the signing process.
See Signing and Filing Forms for more information
PRINTED NAME AND TITLE: Enter the name and title of the person who will sign the filing. The signer must be the officer or employee of the registrant who is responsible for the accuracy of the information contained in the registration.