2021-22 Lobbying Biennial Period Information

2021-22 Lobbying Biennial Period Information

JCOPE Lobbying Application Availability and System Maintenance

Normal maintenance windows for the JCOPE Lobbying Application ("LA") are scheduled, at minimum, for every Wednesday and Friday evening between 7 and 9 p.m., meaning access will be unavailable. Please save and/or submit any filings you are working on outside of those time periods.

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Lobbying Application Instructions

Filing Instructions

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    2021-2022 Coalition Filing Requirements

    Beginning with the 2021 Biennial Registration Period, the Commission’s regulations have been amended to simplify and clarify how Lobbying Activity by Coalitions should be disclosed. The following guidance will assist a Coalition in determining whether it is required to file Lobbying Reports as a Coalition, or if, instead, its Members are required to disclose their Coalition Contributions in their own Lobbying Reports.

    Revised 6/14/2021

     

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    How to Properly Disclose Lobbying Activities Information

    Please reference this document PRIOR to disclosing Lobbying Activities in the Lobbyist Statement of Registration, Lobbyist/Public Corporation Bi-Monthly Report, Disbursement of Public Monies Bi-Monthly Report, and the Client Semi-Annual Report.  Applicable for the 2019-2020 and 2021-2022 Biennial.

    Revised 10/21/2021

     

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Filing Due Dates

Registration, Lobbying Agreement Forms and Sample Letters

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    Designation Sample Letter

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

    Please Note - The chief administrative officer may designate another to sign and file the reports, but this designation does not relieve the chief administrative officer of liability due to a failure to file, late filing or false filing of any report(s).

     

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Reportable Business Relationship PDF Forms and Questionnaire

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    Reportable Business Relationship Questionnaire

    This is for use by a Lobbyist or Client Organization to send to its equity partners, officers, directors or High-Level Individuals, as applicable, to determine whether such persons have Reportable Business Relationships that must be disclosed by the Lobbyist or Client Organization. 

     

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Bi-Monthly Guidance and Lobby Application Instructions

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    2021-2022 Coalition Filing Requirements

    Beginning with the 2021 Biennial Registration Period, the Commission’s regulations have been amended to simplify and clarify how Lobbying Activity by Coalitions should be disclosed. The following guidance will assist a Coalition in determining whether it is required to file Lobbying Reports as a Coalition, or if, instead, its Members are required to disclose their Coalition Contributions in their own Lobbying Reports.

    Revised 6/14/2021

     

    Download

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    How to Properly Disclose Lobbying Activities Information

    Please reference this document PRIOR to disclosing Lobbying Activities in the Lobbyist Statement of Registration, Lobbyist/Public Corporation Bi-Monthly Report, Disbursement of Public Monies Bi-Monthly Report, and the Client Semi-Annual Report.  Applicable for the 2019-2020 and 2021-2022 Biennial.

    Revised 10/21/2021

     

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Bi-Monthly PDF Forms

Client Semi-Annual Guidance and Lobby Application Instructions

Source of Funding Guidance and Lobbying Application Instructions

CSA and SoF PDF Forms and Excel Spreadsheet

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    Source of Funding Summary Statement Form

    This form may be used by Beneficial Clients that are Paper (PDF) Filers. All Beneficial Clients are required to complete this PDF form or submit this statement online in the JCOPE Lobbying Application.  Completed PDF forms must be mailed to JCOPE.  Beneficial Clients required to disclose information on Sources must complete and mail this form AND e-mail the pre-formatted Excel Spreadsheet to [email protected]

    Mail completed forms to:

    NYS Joint Commission on Public Ethics

    540 Broadway

    Albany, New York 12207

     

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    BLANK Pre-formatted Excel Spreadsheet for Source of Funding Disclosure

    Please use this pre-formatted Excel Spreadsheet to disclose information on Sources for Source of Funding.  PAPER Filers who meet the Expenditure Threshold and are required to disclose Source of Funding information MUST utilize the pre-formatted Excel Spreadsheet.  The completed, original spreadsheet must be emailed to JCOPE at [email protected]; and should include your contact information and the name of the Beneficial Client to avoid filing delays.

    ONLINE FILERS who meet the Expenditure Threshold and are required to disclose Source of Funding (“SoF”) information must either: utilize JCOPE’s online Lobbying Application (“LA”) to data-enter each Source individually; or complete and upload the pre-formatted Excel Spreadsheet provided by JCOPE. 

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

    Please note - this spreadsheet will not immediately appear on your screen; it will be automatically download and appear in your 'downloads' folder, or at the bottom of your screen. 

     

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