MARYLAND STATE ETHICS COMMISSION

45 Calvert Street, 3rd Floor

Annapolis, MD 21401

410-260-7770

Toll Free 1-877-669-6085

http://ethics.gov.state.md.us

 

LOBBYING REGISTRATION FORM INSTRUCTIONS (Form #3)

Md. Code Ann., § 15-703 (Supp. 2002)

 

 

PART A. GENERAL INFORMATION

Check the type(s) of registration applicable.  Notify the State Ethics Commission if there is a change in the type(s) of lobbying during the registration period. The Commission publishes special memoranda on lobbying law requirements that are available at our office and on our Web site, http://ethics.gov.state.md.us.

 

Legislative Action Lobbyist:

Any person, group, organization or business entity is required to register as a legislative action lobbyist if either of the following two elements of the registration requirements is met:

 

1.      The person or entity communicates in the presence of an official or employee in the legislative branch or executive branch for the purpose of influencing any legislative action during a lobbying reporting period.  (The lobbying reporting periods are November 1st to April 30th and May 1st to October 31st).  The person or entity must receive cumulatively either $2500 or more as compensation, from all lobbying employers, for the purpose of influencing legislative action during the reporting period or incur expenses of $500 or more, other than personal travel or subsistence expenses, during the reporting period; or

 

2.      The person or entity has not been in the presence but has communicated with an official or employee for the purpose of influencing legislative action and earns at least $5,000 from all lobbying employers cumulatively, as compensation for the lobbying activity during a reporting period.

 

Executive Action Lobbyist:

Any person, group, organization or business entity is required to register as an executive branch lobbyist if any of the following five elements is met: (NOTE: Only No. 2 requires that the lobbyist be in the physical presence of the official.)

 

1.      The person or entity communicates with any official or employee in the executive branch for the purpose of influencing executive action during the reporting period.  The person or entity must expend a cumulative amount of $100 or more during the reporting period on one or more officials or employees in the executive branch for meals, beverages, special events or gifts in connection with or for the purpose of influencing executive action; or

 

2.      A person or entity receiving compensation of $2500 or more, from all lobbying employers cumulatively, in a reporting period or incurring expenses of $500 or more, other than for personal travel or subsistence, and gets in the presence of an official or employee for the purpose of influencing executive action relating to the development or adoption of regulations or the development or issuance of executive orders; or

 

3.      Any person or entity employed to influence an official or employee in the development or adoption of regulations or an executive order and earns at least $5,000 from all lobbying employers cumulatively, as compensation during the reporting period even if not in the actual presence of officials or employees for these purposes; or

 

4.      Any person or entity employed to influence executive action in any procurement contract that exceeds $100,000, even if the criteria in No. 1 are not met, unless the person is a bona fide salesperson or a commercial selling agency employed or maintained by the employer; or

 

5.      The person or entity is compensated to influence executive action to secure from the State a business grant or loan of more than $100,000 for the business entity, even if the criteria in No. 1 are not met, unless the person is a bona fide full time official or employee of a business entity seeking to secure a business grant or loan.

 

Grass Roots Lobbying Registration:

Any entity (including a person) who expends $2,000, including, for example, postage, salaries, contractual employees, telecommunications, electronic services, advertising and delivery service, in a six-month reporting period for the express purpose of soliciting others to communicate with any official to influence any legislative or executive action.

 

Registration Exemptions:

In addition to those discussed above, there are some situations in which general exceptions apply to the registration requirements.  The exceptions generally apply only if the specific actions are limited to the particular item listed below.  If the person, group, organization or business entity takes other actions requiring registration, then registration and reporting are required for all lobbying related activity.

 

§         Professional services in drafting bills or in advising and rendering opinions to clients related to the construction and effect of proposed or pending legislation;

§         Appearances before the General Assembly or any committee or subcommittee at the specific request of the body involved, if the person engages in no further or other activities in connection with the passage or defeat of legislation;

§         Appearances as part of the official duties of a duly elected or appointed official or employee of the State or a political subdivision of the State, or of the United States, and not on behalf of any other entity;

§         Action of a member of the news media to the extent the actions are in the ordinary course of gathering and disseminating news or making editorial comments to the general public;

§         Appearances before a legislative committee at the specific invitation or request of a regulated lobbyist, provided no other act is undertaken for which registration is required and provided the witness notifies the committee that he is testifying at the request of a regulated lobbyist;

§         The representation of a bona fide religious organization solely for the purpose of protecting the right of its own members to practice the doctrine of the organization

§         Appearances as part of the official duties of an officer, director, member, or employee of an association engaged exclusively in lobbying for counties and municipalities and not on behalf of any other entity;

§         Actions as part of the official duties of a trustee, administrator, or faculty member of a non-profit independent college or university in the State, provided the official duties of the individual do not consist primarily of attempting to influence legislative or executive action;

§         Appearances before an executive unit at the specific request of the executive unit involved, provided the individual engages in no other acts during the reporting period requiring registration; or

§         Appearances before an executive unit at the specific request of a regulated lobbyist, if the witness notifies the executive unit that he or she is appearing at the request of the regulated lobbyist.

 

Exempt Employer:

An employer is exempt from registration under this provision if it reasonably believes that all expenditures requiring registration are reported by a regulated lobbyist and if it engages in no other act that requires registration.  Failure of a regulated lobbyist to report any information makes the employer immediately subject to all the filing provisions of the Ethics Law.  An employer who does not meet the criteria for exemption is a non-exempt employer who must register and file activity reports.  A person registering as a non-exempt employer should check the block marked “non-exempt employer” in addition to checking the block for the type of lobbying involved. 

 

Primary Purpose of Organization:

If the employer organization, or a registered organization if there is no employer, is organized and operated primarily for the purpose of attempting to influence any legislative or executive action, the block at A(1) should be checked “yes.”   In addition to filing regular Activity Reports, entities checking “yes” to this question are required to file Ethics Form #12, which requires you to list all of those persons or entities that provided at least five percent of the organization’s total receipts in the previous twelve months.

 

Registration Fee:

Effective October 1, 2007, a registration fee of $100 is required for each regulated lobbyist registration.  Checks should be made payable to the State of Maryland, and must accompany the registration form. 

 

 

PART B.  IDENTIFICATION OF REGULATED LOBBYISTS

B.1. Include the name, the permanent address (where the person can be reached throughout the year), and, if the registrant is an individual, his or her occupation.  If an individual regulated lobbyist was hired as an employee or partner in a law firm, the name of that firm should also be included along with the firm’s permanent address.  You must notify the Ethics Commission if the permanent address changes during the registration period or before all required reports have been submitted.

 

B.II.  If the lobbyist employs staff to carry out part of the lobbying activity, list the individuals hired in Part B(II).  They are also required to file their own registrations.  A non-exempt employer must also list in this section any lobbyist employed. 

 

B.III. In section III(a), the lobbyist must list the employer that actually compensates or authorizes the lobbyist to act.  In section III(b), the lobbyist must list an entity that the lobbyist will be representing even though compensation may actually be paid from another entity (the entity listed in III(a)).  For example, a lobbyist may be the employee of a member of a trade association but lobbying on behalf of the association itself.  Section III(b) is not used to identify other employers for whom the lobbyist is required to file separate registrations.

 

B.IV(a):  The period of registration may not exceed one year and must end by October 31st.  Registration must be received by the Commission within five days after first performing an act requiring registration.  Failure to timely file may result in the imposition of late fees.  The maximum allowable period of registration is from November 1 to the next following October 31.

 

B.IV(b): The identification of matters on which you intend to act should be as specific as possible.  Statements such as “any and all matters” are not sufficient.  You should notify the Commission by letter if the matters to be lobbied change substantially during the registration period.

 

 

PART C. REGULATED LOBBYIST SIGNATURE

You must sign the full name of the registrant (regulated lobbyist) as it appears in Part B(I)(a) of the form.

 

 

PART D. AUTHORIZATION TO ACT

This section must be completed by the persons named in Section B(III) of the form.  In most instances only B(III)(a) will be completed, and only one signature will be required in Part D.  If both B(III)(a) and (b) are completed, both names should appear in the second blank in Part D(I), and both signature blanks must be completed.  If the employer is a corporation, an authorized officer or agent who is not a registrant must sign the authorization. 

 

D(II). Complete this section by checking only one of either a), b) or c).  You should coordinate with your employer and all other regulated lobbyists for the same employer the correct selection for this section.  The purpose of this section is to insure that all expenses in support of the lobbying activity are reported without duplication.

 

October 1, 2007