LOBBYING MANUAL - NETFILE complete a Lobbying Firm Registration Form. Every Lobbying Firm¢â‚¬â„¢s registration

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  • LOBBYING MANUAL

    Information Regarding the City of San Diego

    Lobbying Ordinance

    Technical assistance via telephone: (619) 533-3476 Via e-mail: ethicscommission@sandiego.gov

    Rev. January 28, 2016

  • TABLE OF CONTENTS

    SAN DIEGO ETHICS COMMISSION TABLE OF CONTENTS - 1 LOBBYING MANUAL

    Chapter 1 - Who Must File ................................................................................................................... 1-1 LOBBYING FIRMS ................................................................................................................................................. 1-1

    ORGANIZATION LOBBYISTS ............................................................................................................................... 1-1

    EXPENDITURE LOBBYISTS ................................................................................................................................. 1-2

    QUESTIONS .......................................................................................................................................................... 1-3

    Chapter 2 - Where and When to File Reports ..................................................................................... 2-1 WHERE TO FILE ................................................................................................................................................... 2-1

    WHEN TO FILE REGISTRATION FORMS ........................................................................................................... 2-1

    WHEN TO FILE QUARTERLY DISCLOSURE REPORTS .................................................................................... 2-1

    WHEN TO FILE AMENDMENTS ........................................................................................................................... 2-2

    OTHER FILING RULES ......................................................................................................................................... 2-2

    Chapter 3 - Registration Forms for Lobbying Firms ......................................................................... 3-1 COMPLETING THE FORM .................................................................................................................................... 3-1

    Schedule A – Lobbyist Disclosure ..................................................................................................................... 3-1

    Schedule B – Client Disclosure.......................................................................................................................... 3-1

    Schedule C (Part 1) - Fundraising Disclosure ................................................................................................... 3-2

    Schedule C (Part 2) - Campaign Services Disclosure ....................................................................................... 3-3

    Schedule C (Part 3) - Contract Services Disclosure .......................................................................................... 3-3

    Schedule D – Deleting Clients and Lobbyists .................................................................................................... 3-4

    AMENDING REGISTRATION ................................................................................................................................ 3-4

    TERMINATING REGISTRATION .......................................................................................................................... 3-5

    RE-REGISTRATION .............................................................................................................................................. 3-5

    QUESTIONS .......................................................................................................................................................... 3-5

    Chapter 4 - Registration Forms for Organization Lobbyists ............................................................. 4-1 COMPLETING THE FORM .................................................................................................................................... 4-1

    Schedule A (Part 1) – Description of Organization ............................................................................................ 4-1

    Schedule A (Part 2) - Lobbyist Disclosure ......................................................................................................... 4-1

    Schedule B (Part 1) – Number of Contacts ....................................................................................................... 4-2

    Schedule B (Part 2) - Municipal Decisions ........................................................................................................ 4-2

    Schedule C (Part 1) - Fundraising Disclosure ................................................................................................... 4-2

    Schedule C (Part 2) - Campaign Services Disclosure ....................................................................................... 4-3

    Schedule C (Part 3) - Contract Services Disclosure .......................................................................................... 4-3

    Schedule D – Deleting Lobbyists ....................................................................................................................... 4-4

    AMENDING REGISTRATION ................................................................................................................................ 4-4

    TERMINATING REGISTRATION .......................................................................................................................... 4-5

    RE-REGISTRATION .............................................................................................................................................. 4-5

    QUESTIONS .......................................................................................................................................................... 4-5

  • TABLE OF CONTENTS

    SAN DIEGO ETHICS COMMISSION TABLE OF CONTENTS - 2 LOBBYING MANUAL

    Chapter 5 - Quarterly Disclosure Reports for Lobbying Firms ......................................................... 5-1 COMPLETING THE FORM .................................................................................................................................... 5-1

    Schedules A-1 and A-2 – Client Disclosure ....................................................................................................... 5-1

    Schedule A-1...................................................................................................................................................... 5-1

    Schedule A-2...................................................................................................................................................... 5-4

    Schedule B – Activity Expenses ........................................................................................................................ 5-4

    Schedule C – Campaign Disclosures – Contributions for City Candidates ....................................................... 5-6

    Schedule D – Campaign Disclosures – Contributions to Candidate-Controlled Ballot Measure Committees .. 5-7

    Schedule E – Fundraising Activities .................................................................................................................. 5-8

    Schedule F – Campaign Services ..................................................................................................................... 5-9

    Schedule G – City Contract Services ..............................................................................................................5-10

    AMENDING QUARTERLY REPORT ................................................................................................................... 5-11

    TERMINATING REGISTRATION ........................................................................................................................ 5-11

    QUESTIONS ........................................................................................................................................................ 5-12

    Chapter 6 - Quarterly Disclosure Reports for Organization Lobbyists ............................................ 6-1 COMPLETING THE FORM .................................................................................................................................... 6-1

    Schedule A – City Decisions .............................................................................................................................. 6-1

    Schedule B – Activity Expenses ........................................................................................................................ 6-2

    Schedule C – Campaign Disclosures – Contributions for City Candidates ....................................................... 6-4

    Schedule D – Campaign Disclosures – Contributions to Candidate-Controlled Ballot Measure Committees .. 6-5

    Schedule E – Fundraising Activities .................................................................................................................. 6-6

    Schedule F – Campaign Services ..................................................................................................................... 6-8

    Schedule G – City Contr