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Run: Lobbying Activity and 501(h) Expenditure Log

Track direct and grassroots lobbying activity, related costs, and exempt-purpose allocations in one 501(h) log. Use it to document each communication, classi...

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Submission Context

Reporting Period Start Date (required)

Start date for the lobbying activity reporting period.

Reporting Period End Date (required)

End date for the lobbying activity reporting period.

Submission Type (required)

Select the type of log entry being submitted.

Record Owner / Department (required)

Department or team responsible for the record.

Lobbying Activity Details

Activity Date (required)

Date the communication, meeting, call, email, or event occurred.

Activity Type (required)

Choose the best classification for the activity.

Target Audience (required)

Identify who received the communication.

Activity Summary (required)

Briefly describe the communication, issue, and requested action. Avoid unnecessary PII.

Bill, Regulation, or Issue

Reference the bill number, regulation, or issue area if applicable.

Cost and Time Allocation

Staff Time Spent (Hours) (required)

Total staff time spent on this activity in hours.

Staff Cost Allocated to Lobbying (required)

Dollar amount of staff cost allocated to lobbying for this entry.

Vendor or Direct Costs

Printing, postage, event, consultant, or other direct costs tied to the activity.

Cost Allocation Basis (required)

Select how the cost was determined.

Exempt-Purpose Allocation Percentage (required)

Percentage of the activity allocated to exempt-purpose work, if any.

Lobbying Classification and 501(h) Review

Classification Confirmed? (required)

Confirm whether the classification is final.

Direct Lobbying Details (required)

Describe the specific legislative contact, including the position communicated and any response requested.

Grassroots Call to Action (required)

Describe the call to action, audience, and any included links or contact instructions.

Reason for Compliance Review (required)

Explain why the activity needs review under the 501(h) rules.

Supporting Documentation and Attestation

Supporting Documents

Upload emails, flyers, invoices, time records, or other support for the entry.

Reviewer Notes

Internal notes for compliance, finance, or legal review.

Attestation (required)

Confirm the submission is complete and accurate.

Yes No N/A

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