Form 625 Instructions for Report of Lobbying Firm

The “Report of Lobbying Firm” (Form 625) must be completed by registered lobbying firms for each calendar quarter, regardless of the level of activity of the firm, and whether or not the firm has received or made any payments during the quarter. REMINDER: An individual contract lobbyist is a lobbying firm.

The firm must attach to the Form 625 a “Lobbyist Report” (Form 615) completed by each partner, owner, officer, or employee of the firm who qualifies as a lobbyist unless that individual is separately registered as a lobbying firm.

If the firm makes payments to a lobbying coalition (see the 1990 “Information Manual on Lobbying Disclosure Provisions” for definition), the firm also must attach a completed Form 630 (Payments Made to Lobbying Coalitions) to the quarterly report (Form 625).

An original and one copy of the Form 625 must be filed with the Secretary of State.

Secretary of State
Political Reform Division
1500 11th Street
P.O. Box 1467
Sacramento, CA 95812-1467

The periods covered and the filing deadlines for reports are as follows:

If a report is sent by first class mail, it is considered received on the date of postmark. Filing deadlines which fall on a Saturday, Sunday, or official state holiday are extended to the next regular business day.

IMPORTANT: Except as noted above, there are no provisions in the Political Reform Act for extension of the filing deadlines. A person who files after a deadline is liable for a fine of $10 per day until the report is filed.

REFER TO THE INFORMATION MANUAL ON LOBBYING DISCLOSURE PROVISIONS OF THE POLITICAL REFORM ACT FOR FURTHER INFORMATION. FOR ASSISTANCE, CALL 916/322-5660.

Period Covered by Report:

The period covered is the calendar quarter. (See the cover sheet of this form for period covered.)

Cumulative Period Beginning:

The “cumulative period” begins with January 1 of the biennial legislative session; except for the first report a filer is required to file, in which case the cumulative period begins with the first day of the calendar quarter in which the filer qualified.

Part 1: Partners, Owners, Officers, and Employees Whose "Lobbyist Reports" (Form 615) are Attached to this Report, or Who Engaged in Direct Communitcation During the Period:

Summary of Payments:

Enter the total amounts received and paid this period from each section of the report.

Campaign Contributions:

Check the box to indicate wheter the firm or a committee sponsored by the firm has made reportable campaign contributions.

Members of Lobbying Coalitions:

Check the box to indicate whether the firm is a member of a lobbying coalition. (See the Information Manual on Lobbying Disclosure Provisions of the Political Reform Act for definitions.) If the firm is a member of a lobbying coalition, complete and attach Form 630.

Part 2: Payments Received in Connection With Lobbying Activity

You must provide the name, address and telephone number of each person with whom the firm contracts, whether or not the firm received any payments from the person during the calendar quarter. If the firm received payments from another lobbying firm, list the other lobbying firm first, and then list the firm’s clients on whose behalf you lobby. In addition, for each client you must report:

IMPORTANT: You must list each person on whose behalf you are registered to lobby. If you have not received a payment during the reporting period from a person on whose behalf you are registered to lobby, enter the person’s name, address, telephone number and the legislative bills and administrative actions which the firm actively lobbied on behalf of that person, and enter zeros in the columns. However, if you have received any payments from that person during the calendar year, you must enter the “cumulative total to date.”

Part 3: Payments Made in Connection With Lobbying Activities:

Section A: Activity Expenses:

An “activity expense” is any payment which benefits, in whole or in part, an elected state official, a legislative official, an agency official, a state candidate, or a member of the immediate family of such an official or candidate. Activity expenses include gifts, honoraria, consulting fees, salaries, and any other form of compensation, but do not include campaign contributions.

You must itemize all “activity expenses” arranged, incurred, or paid by the lobbying firm except those activity expenses which were paid or incurred by a lobbyist employed by the firm and which were merely reimbursed by or charged to an account paid by the firm, and you must report activity expenses during the period in which they occurred, regardless of whether they were actually paid during the period.

IMPORTANT: Lobbying firms are prohibited from making gifts of more than $10 in a calendar month to public officials, or from acting as an intermediary in the making of any gift, or from arranging for the making of any gift by any other person. See the Information Manual on Lobbying Disclosure Provisions of the Political Reform Act for discussion and examples of “arranging” a gift.

Section A-1: Activity Expenses Paid or Incurred by the Lobbying Firm (other than those paid or incurred by a lobbyist):

In this section, itemize all activity expenses which were paid, incurred, or arranged by the firm including those which have been or will be reimbursed by a person who contracts with the firm. (Do not include activity expenses which were paid or incurred by a lobbyist employed by the firm which were merely reimbursed by or charged to an account paid by the firm.)

Section A-2: Total Activity Expenses Paid, Incurred, or Arranged by all Lobbyists Employed by the Lobbying Firm Which Have Been or will be Reimbursed or Paid by the Firm:

Enter the lump sum amount of all activity expenses which were paid, incurred, or arranged during the period by all lobbyists who are partners, owners, officers, or employees of the lobbying firm which have been or will be reimbursed or paid by the lobbying firm. These activity expenses are itemized on the Lobbyist Report (Form 615). Do not include any activity expenses which have not been or will not be paid by the firm or which were reimbursed to another lobbying firm, and do not include any activity expense which has also been itemized in Section A-1 of the lobbying firm’s report.

Section A-3: Total Activity Expenses:

Enter the total of Section A, Parts 1 and 2. Also enter the total of Section A-3 in the "Summary of Payments" section on Page 1, Line B.

Section B: Payments to Other Lobbying Firms:

If the lobbying firm subcontracts with another lobbying firm, you must report:

Enter the total payments made during the period to all other lobbying firms. Also enter the total of Section B in the “Summary of Payments” section on Page 1, Line C.

Part 4: Campaign Contributions Made:

You must disclose all monetary and non-monetary campaign contributions of $100 or more made by the firm during the period covered by the report to or on behalf of an elected state officer, a state candidate, a committee controlled by an elected state officer or state candidate, or a committee primarily formed to support such an officer or candidate. For each contribution, you must report:

If the contributions made by a firm during the period covered by the report, or made by a committee sponsored by the firm, are reported by the firm in a campaign disclosure statement filed pursuant to Government Code Section 84200, et seq., which is on file with the Secretary of State, you may report only the name of the committee and the committee’s identification number, if any, in Section A of Part IV. (See the Information Manual on Campaign Disclosure Provisions of the Political Reform Act for further information regarding campaign disclosure requirements.)

Verification

The report must be verified and signed by the person who is designated on the firm’s registration statement as the responsible officer of the firm.

Form 625 Instructions

End of Page, Form 625 Instructions.