2021-22 Lobbying Biennial Period Information

For existing Filers.  Required for the start of the 2021-2022 Biennial. 

FAQ on the NY.gov portal as well as step-by-step instructions on how to retrieve your NY.gov username and/or reset your password.  

Revised 12/15/2020

New Filers only.

New Filers only.

New Filers only.

Revised 4/23/2020

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Lobbyist Bi-Monthly report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Lobbyist Disbursement of Public Monies Bi-monthly report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Public Corporation Bi-Monthly report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Client Semi-Annual Report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Source of Funding Filing.

For the 2021-2022 Biennial Period Only

Instructions to file the 2021-2022 Lobbyist/Public Corporation Statement of Registration

Information and instructions on what to report on a Reportable Business Relationship form. For instructions on using the new LA, refer to "How to File a Statement of Registration and RBR in LA".

Revised 12/14/2020

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

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 3/18/2021

These instructions provide an overview of what information is needed for the Lobbyist Bi-Monthly Report.

Refer to these instructions for the 2021-2022 Biennial.

These instructions provide an overview of what information is needed for the Public Corporation Bi-Monthly Report.

Refer to these instructions for the 2021-2022 Biennial.

These instructions provide an overview of what information is needed for the Client Semi-Annual Report.

Refer to these instructions for the 2021-2022 Biennial.

These instructions provide an overview of what information is needed to disclose Source of Funding.

Refer to these instructions for the 2021-2022 Biennial.

2021 - 2022 Filing due dates for Lobbyists, Clients, and Public Corporations.  

Writable PDF for Paper Filers.  Use this form to file and submit your 2021-2022 Lobbyist/Public Corporation Statement of Registration.

For the 2021-2022 Biennial

This form may be submitted with a Statement of Registration in lieu of a copy of a lobbying agreement or contract.

NEW for the 2021-2022 Biennial

Revised 9/16/2021

This form may be submitted with a Statement of Registration in lieu of a copy of a lobbying agreement or contract.  

NEW for the 2021-2022 Biennial

Revised 9/8/2021

This form may be used by a Retained Lobbyist who is prepared to register with the Commission, but has not received the signed (executed) Lobbying Agreement back from your Client.

NEW for the 2021-2022 Biennial

Revised 9/14/2021

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).

Use this letter as a sample letter for Registration Terminations related to 2019 and later year filings. 

This sample letter extends the terms and conditions of an agreement/authorization (previous agreement/authorization must be submitted with this letter).

Use this letter as a sample for authorization letters related to 2019 and later year filings. Revised 3/13/2019

Use this form to disclose a Reportable Business Relationship with a State Person.

Revised 12/16/2020

Use this form to disclose a Reportable Business Relationship with an Entity. 

Revised 12/16/2020

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. 

These instructions provide an overview of what information is needed for the Lobbyist Bi-Monthly Report.

Refer to these instructions for the 2021-2022 Biennial.

These instructions provide an overview of what information is needed for the Public Corporation Bi-Monthly Report.

Refer to these instructions for the 2021-2022 Biennial.

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

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 3/18/2021

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Lobbyist Bi-Monthly report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Lobbyist Disbursement of Public Monies Bi-monthly report.

For the 2021-2022 Biennial Period Only

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Public Corporation Bi-Monthly report.

For the 2021-2022 Biennial Period Only

Writable PDF for Paper Filers.  Use this form to file and submit your 2021-2022 Lobbyist Bi-Monthly Report.

For the 2021-2022 Biennial revised 7/12/2021

Writable PDF for Paper Filers.  Use this form to file and submit your 2021-2022 Public Corporation Bi-Monthly Report.

For the 2021-2022 Biennial revised 7/15/2021

Writable PDF for Paper Filers.  Use this form to file and submit your 2021-2022 Lobbyist Disbursement of Public Monies Report. 

For the 2021-2022 Biennial revised 7/16/2021

These instructions provide an overview of what information is needed for the Client Semi-Annual Report.

Refer to these instructions for the 2021-2022 Biennial.

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Client Semi-Annual Report.

For the 2021-2022 Biennial Period Only

These instructions provide an overview of what information is needed to disclose Source of Funding.

Refer to these instructions for the 2021-2022 Biennial.

Technical 'click-here' instructions to help Filers navigate the JCOPE Online Lobbying Application when filing the 2021-2022 Source of Funding Filing.

For the 2021-2022 Biennial Period Only

Writable PDF for Paper Filers.  Use this form to file and submit your 2021-2022 Client Semi-Annual Report. 

For the 2021-2022 Biennial revised 7/9/2021

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

Use this form for all 2018 and prior year filings. 

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.