Louisiana Administrative Code
Title 52 - ETHICS
Part I - Board of Ethics
Chapter 21 - Executive Branch Lobbyist Disclosure Act
Section I-2139 - Executive Lobbying Employer/Principal's Expenditure Report

Universal Citation: LA Admin Code I-2139

Current through Register Vol. 49, No. 12, December 20, 2023

EXECUTIVE LOBBYING

EMPLOYER/PRINCIPAL'S EXPENDITURE REPORT

Form 508

[] COVERING JANUARY 1 THROUGH JUNE 30, _____ - DUE AUGUST 15

[] COVERING JANUARY 1 THROUGH DECEMBER 31, _____ - DUE FEBRUARY 15

Pursuant to LSA-R.S. 49:76G(2)(a), an employer or principal of a lobbyist may elect to file the Lobbying Expenditure Reports as required by Title 49 on behalf of all of its lobbyists. This reporting form is to be used by principals or employers who have exercised this option by timely filing the Executive Lobbying Expenditure Reporting Designation Form and are reporting on behalf of their registered executive lobbyists.

Hand deliver or mail to : 2415 Quail Drive , 3rd Floor, Baton Rouge , LA 70808

OR

Fax to : (225) 763-8787 or (225) 763-8780

FOR OFFICE USE ONLY

Postmark Date_________

1. EMPLOYER/PRINCIPAL ____________________________________________________________

2. BUSINESS ADDRESS ______________________________________________________________

Street and No. City State Zip

MAILING ADDRESS _______________________________________________________________

Street and No. City State Zip

3. CONTACT PERSON: _______________________________________________________________

Last First MI

4. MAILING ADDRESS _______________________________________________________________

(If different from above) Street and No. City State Zip

5. PHONE NUMBER _________________________________________________________________

Area Code and Phone Number

6. Names of Lobbyists who are employed by or who represent the interests of the Principal listed above:

1) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

2) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

3) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

Page 1 of ______

4) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

5) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

6) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

7) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

8) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

9) Name: _________________________________________________ EXEC.ID.#_______________

Last First MI

10) Name: ________________________________________________ EXEC.ID.#_______________

Last First MI

7. PROVIDE BELOW

(a) the aggregate total of all expenditures during the January 1 - June 30 reporting period;

(b) the aggregate total of all expenditures during the July 1 - December 31 reporting period when applicable;

(c) the aggregate total of all expenditures made by the principal/employer in a calendar year.

a. Total of all executive lobbying expenditures made January 1 through June 30: $

(Include expenditures from Schedules A and B)

b. Total of all executive lobbying expenditures made July 1 through December 31: $

(When applicable) (Include expenditures from Schedules A and B)

c. Total of all executive lobbying expenditures made during the calendar year: $

(Line "a" added to Line "b" should equal Line "c")

8. COMPLETE AN ATTACHMENT FORM for each of your registered executive lobbyists.

CERTIFICATION OF ACCURACY

I hereby certify that the information contained herein is true and correct to the best of my knowledge, information and belief; and that no information required by LSA-R.S. 49:71 et seq. has been deliberately omitted.

_______________________________________

Signature of Employer/Principal or Representative

________________________________________

Print or Type Full Name

Executive Lobbyist: ________________________________________________________________ Exec. ID # _____________

Last First MI

SCHEDULE A: EXPENDITURES FOR EXECUTIVE BRANCH OFFICIALS

This schedule must be completed if during the period January 1 through June 30 or the period July 1 through December 31, one of your registered executive lobbyists made either a) an expenditure for any executive branch official exceeding $50 on any one occasion or b) aggregate expenditures exceeding $250 for any one executive branch official during a reporting period, then you must provide the aggregate total of expenditures made on that individual in that reporting period. Make as many copies as are necessary. Each lobbyist should have his own Schedule A if one is required. NOTE: Report covering July - December is cumulative. You must include reportable expenditures from the first half of the year in Column #3.

1. EXECUTIVE OFFICIAL'S NAME

2. OFFICIAL'S AGENCY AS LISTED IN THE EXECUTIVE BRANCH SCHEDULE

3. AMOUNT OF EXPENDITURES MADE ON AN OFFICIAL FOR WHOM YOU EITHER SPENT OVER $50 ON ONE OCCASION OR MADE EXPENDITURES EXCEEDING $250 BETWEEN JANUARY 1 AND JUNE 30

4. AMOUNT OF EXPENDITURES MADE ON AN OFFICIAL FOR WHOM YOU EITHER SPENT OVER $50 ON ONE OCCASION OR MADE EXPENDITURES EXCEEDING $250 BETWEEN JULY 1 AND DECEMBER 31

5. TOTAL OF COLUMNS 3 AND 4

SCHEDULE B: EXPENDITURES FOR RECEPTIONS, ETC.

This Schedule must be completed if on of your executive lobbyists expended funds for any receptions, social gatherings, or other functions to which more than twenty-five executive branch officials were invited. List the name of the group or groups invited, the date of the event, physical location of the event including the city, and the total amount expended. Make as many copies as are necessary. Each lobbyist should have his own Schedule B if one is required.

1. NAME(S) OF GROUP(S) INVITED

2. DATE OF

RECEPTION

3. LOCATION OF RECEPTION

4. TOTAL AMOUNT OF EXPENDITURES

EXECUTIVE LOBBYING

EMPLOYER/PRINCIPAL'S EXPENDITURE REPORT

ATTACHMENT

This attachment is to be used to complete Item #8 of Form 508, the report form for principals and employers who have elected to report on behalf of their executive lobbyists. Make as many copies of this form as needed for the completion of the expenditure report. Identify each page with a number and indicate the total number of page being submitted.

1) LOBBYIST:______________________________________________________ EXEC ID # ____________________
A. Total of all executive lobbying expenditures made January 1 through June 30: $ ________________________________________

(Include expenditures from Schedules A and B)

Total of all executive lobbying expenditures made July1 through December 30: $ ________________________________________

(When Applicable) (Include expenditures from Schedules A and B)

Total of all executive lobbying expenditures made during calendar year: $ ________________________________________

(Adding above expenditure lines should equal this total)

B. Did this lobbyist make an expenditure exceeding $50 on one occasion for an executive branch official:

From January 1 through June 30? [] Yes [] No

From July 1 through December 31? [] Yes [] No [] NA

If the answer to either question in "B" above is YES, complete Schedule A and attach.

C. Did you make expenditures exceeding the sum of $250 for an executive branch official:

From January 1 through June 30? [] Yes [] No

From July 1 through December 31? [] Yes [] No [] NA

If the answer to either question in "C" above is YES, complete Schedule A and attach.

D. Did you expend funds for any reception, social gathering, or other function to which more than twenty-five executive branch officials were invited during this reporting period?

Yes [] No []

If the answer to "D" above is YES, complete Schedule B and attach.

E. PROVIDE BELOW
(a) the name of the executive branch department as listed in the executive branch schedule;

(b) the aggregate total of all expenditures attributable to the department made by this lobbyist during the January 1-June 30 reporting period;

(c) the aggregate total of all expenditures attributable to the department made by this lobbyist during the July 1-December 31 reporting period when applicable;

(d) the aggregate total of all expenditures made by this lobbyist in a calendar year attributable to the department.
1)
a. Name of Department: __________________________________________________________________________________________________________________________________________

b. Total of all expenditures made January 1 through June 30: $__________

c. Total of all expenditures made July 1 through December 31: $ ______________

(When applicable)

d. Total of all expenditures made during the calendar year: $ _________________

2)
a. Name of Department: __________________________________________________________________________________________________________________________________________

b. Total of all expenditures made January 1 through June 30: $ _________

c. Total of all expenditures made July 1 through December 31: $__________

(When applicable)

d. Total of all expenditures made during the calendar year: $ __________

3)
a. Name of Department: _________

b. Total of all expenditures made January 1 through June 30: $______________

c. Total of all expenditures made July 1 through December 31: $ ____________

(When applicable)

d. Total of all expenditures made during the calendar year: $____________

4)
a. Name of Department:

b. Total of all expenditures made January 1 through June 30: $__________

c. Total of all expenditures made July 1 through December 31: $ _________

(When applicable)

d. Total of all expenditures made during the calendar year: $_____________

F. PROVIDE BELOW
(a) the name of the executive branch department and individual agency as listed in the executive branch schedule;

(b) the aggregate total of all expenditures attributable to the agency made by this lobbyist during the January 1-June 30 reporting period;

(c) the aggregate total of all expenditures attributable to the agency made by this lobbyist during the July 1-December 31 reporting period when applicable;

(d) the aggregate total of all expenditures made by this lobbyist in a calendar year attributable to the agency.

1)

a. Nameof Department and Individual Agency: ____________________________

b. Total of all expenditures made January 1 through June 30: $ _________

c. Total of all expenditures made July 1 through December 31: $_____________

(When applicable)

d. Total of all expenditures made during the calendar year: $ ___________

2)

a. Name of Department and Individual Agency: ____________________________

b. Total of all expenditures made January 1 through June 30: $___________

c. Total of all expenditures made July 1 through December 31: $_________

(When applicable)

d. Total of all expenditures made during the calendar year: $ ___________

3)

a. Name of Department and Individual Agency: ____________________________

b. Total of all expenditures made January 1 through June 30: $ ___________

c. Total of all expenditures made July 1 through December 31: $_________

(When applicable)

d. Total of all expenditures made during the calendar year: $ __________

4)

a. Name of Department and Individual Agency: ____________________________

b. Total of all expenditures made January 1 through June 30: $__________

c. Total of all expenditures made July 1 through December 31: $ __________

(When applicable)

d. Total of all expenditures made during the calendar year: $ ____________

Promulgated by the Department of Civil Service, Board of Ethics, LR 31:1249 (June 2005).

AUTHORITY NOTE: Promulgated in accordance with R.S. 42:1134(A).

Disclaimer: These regulations may not be the most recent version. Louisiana may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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