Instructions for Form 640 Other Payments to Influence Legislative or Administrative Action

This attachment corresponds to Section D of Form 635 (Report of Lobbyist Employer and Lobbying Coalition) and Section B of Form 645 (Report of Person Spending $5,000 or More to Influence Legislative or Administrative Action). Use this attachment to report “Other Payments to Influence Legislative or Administrative Action.”  Only state and local government agencies which qualify as lobbyist employers or “$5,000 filers” must complete this attachment. Read carefully as certain payments are required to be itemized.

This attachment should not include payments to salaried lobbyists, lobbying firms, activity expenses incurred by the governmental agency, or payments made in connection with PUC lobbying activity.

1. Report as a lump sum all payments made for office overhead and operating expenses associated with influencing legislative or administrative action. Examples: rent, utilities, office supplies, and subscriptions to legislative tracking services.

2. Report as a lump sum all payments made to lobbying coalitions. Also complete and attach Form 630.

3. Report as a lump sum all payments of less than $250 made during the calendar quarter for goods or services used by a lobbyist or used to support or assist a lobbyist (but not made directly to the lobbyist). Also include payments for expenses which would not have been incurred but for the agency’s lobbying activities. Do not include overhead expenses.

Examples: Payments made to expert witnesses, payments for subscription services, (e.g., legislative bill service), compensation paid to employees (other than a lobbyist) who spent 10 percent or more of their compensated time in a calendar month in connection with lobbying activities.

4. Itemize payments of $250 or more made during the calendar quarter for goods or services used by a lobbyist or used to support a lobbyist in connection with his or her activities (but not made directly to the lobbyist). Also itemize payments of $250 or more which would not have been incurred but for the agency’s lobbying activities. Do not include overhead expenses. See examples above.

Also itemize dues or similar payments of $250 or more made to an organization that makes expenditures equal to 10% of its total expenditures or $15,000 or more in a calendar quarter to influence legislative or administrative action. Report the entire amount of the dues payment. Report dues payments in the calendar quarter in which the payments were made.

5.Add lines 1-4 and list the grand total of “Other Payments to Influence Legislative or Administrative Action.” Also enter this total on the appropriate line of the Summary of Payments section on Page 1 of Form 635 or Form 645.

Form 640

End of Page, Form 640 Instructions