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Public Relations | Crisis Management | Public Affairs




NorthCoastStrategies.com| 248.325.8731
Session 5:
     LEGISLATION & GOVERNMENT
              RELATIONS

            LEARNING OBJECTIVES
1.   Discover the broad scope of the
     legislative process.
2.   Identify the regulations related to
     lobbying and political actions.
3.   Acquire knowledge of effective
     advocacy tools.
4.   Recognize the importance of
     membership involvement in the
     government relations field.
5.   Determine how the organizational
     structure relates to the government
     relations programming.
6.   Realize the importance of government
     relations to your association’s mission.
Daniel Cherrin                ENGAGED




                 STRATEGIC                 SOPHISTICATED




  CREATIVE                     UNIQUE
                             PERSPECTIVE
Public Relations | Crisis Management | Public Affairs

Organizations often find themselves navigating a complex environment that requires
dealing simultaneously with litigation, governmental and regulatory actions, media
scrutiny and public perception. NorthCoastStrategies is focused on developing meaningful
relationships, through insight and advocacy, to protect & enhance the reputation of
organizations in the public eye.



                DANIEL CHERRIN, founder
                •    15-year media relations, crisis
                     management, government relations & public
                     affairs
                •    Former Communications Director – City of
                     Detroit & Press Secretary to Mayor
                •    Association Leader – MSAE, MPLP, State
                     Bar, Urban League, MS Society
                •    Former lobbyist – Detroit Regional Chamber
                •    Attorney + Mediator
                •    Married + Dad (2 girls, 1 boy)
RELEVANT EXPERIENCE
Session 5:
     LEGISLATION & GOVERNMENT
              RELATIONS

            LEARNING OBJECTIVES
1.   Discover the broad scope of the
     legislative process.
2.   Identify the regulations related to
     lobbying and political actions.
3.   Acquire knowledge of effective
     advocacy tools.
4.   Recognize the importance of
     membership involvement in the
     government relations field.
5.   Determine how the organizational
     structure relates to the government
     relations programming.
6.   Realize the importance of government
     relations to your association’s mission.
Discover the broad scope of the legislative process




    Advocacy Lobbying Public Affairs
Government Relations Procurement Grants
    Earmarks Appropriations Issues
   Management Super PACS Campaign
Finance Candidate Committee Leadership
             Committee 527
the legislative process - explained
what do lobbyists do?
lobbying within government
influence
Session 5:
     LEGISLATION & GOVERNMENT
              RELATIONS

            LEARNING OBJECTIVES
1.   Discover the broad scope of the
     legislative process.
2.   Identify the regulations related to
     lobbying and political actions.
3.   Acquire knowledge of effective
     advocacy tools.
4.   Recognize the importance of
     membership involvement in the
     government relations field.
5.   Determine how the organizational
     structure relates to the government
     relations programming.
6.   Realize the importance of government
     relations to your association’s mission.
Why there are laws
Laws Governing Lobbying
• Lobbying Disclosure Act of 1995
• House and Senate Ethics Rules
• Federal Election Campaign Act
• The Honest Leadership and Open Government
  Act of 2007
• Internal Revenue Code
• Foreign Agents Registration
  Act
LDA
              A lobbyist is…

• A person who:

  - At least two lobbying contacts;

  - Spending more than 20 percent of
    their time engaged in lobbying activities 

-
  Over a six-month period
LDA
             Lobbying contact
• Any oral or written communication;
• To a covered legislative or executive branch
  official;
• With regards to the formulation, modification
  or adoption of federal legislation, regulation
  or rules.
LDA
               Lobbying activities
• All lobbying contacts
  (oral, written or electronic);
• With a covered official;
• In connection with the formulation, modification or
  adoption of any legislation
  or regulation (including a grant, contract or
  appropriation);
• Including research, planning and
  preparation for lobbying.
What is not “lobbying”
• A request for a meeting or other
  administrative requests
• Testimony given before Congress or submitted
  for the record
• Information provided in writing in response to
  a request or to the Federal Register
What is not “lobbying”
• Grassroots activity and state lobbying
  do not have to be reported.
• Organizations that engage only in grassroots lobbying
  will not be required to register its members unless it
  meets the threshold requirements for direct
  lobbying.
Resources

• ASAE - www.asaecenter.og/advocacyoutreach
• Clerk of the House --
  http://lobbyingdisclosure.house.gov/
• Secretary of the Senate --
  http://www.senate.gov
• House Ethics Committee --
  www.house.gov/ethics/
• Senate Ethics Committee --
  http://ethics.senate.gov/
Session 5:
     LEGISLATION & GOVERNMENT
              RELATIONS

            LEARNING OBJECTIVES
1.   Discover the broad scope of the
     legislative process.
2.   Identify the regulations related to
     lobbying and political actions.
3.   Acquire knowledge of effective
     advocacy tools.
4.   Recognize the importance of
     membership involvement in the
     government relations field.
5.   Determine how the organizational
     structure relates to the government
     relations programming.
6.   Realize the importance of government
     relations to your association’s mission.
Toolbox
TOOLBOX



 A Story To Tell Make it relevant Tied to a
   broader agenda  A Board  Key Contact
Program  Strong Leadership  Information
  Poll/Research Media Relations  Social
   Media Collateral Advertising  Political
  Advocacy  Events  Monitor the process
    testimony tours Publications/Blogs
          Awards Relationships
TOOLBOX



Strategy –

Identify the key contacts
Create the messaging and platform
Meet with key contacts
Establish ourselves as thought-leaders
Advocate an agenda
TOOLBOX



Overall Plan –
Build the infrastructure
Create the network
Find contacts – The Champions, The Leaders,
The Influencers, The Rising Leaders
Create the agenda - why are we doing what
we are doing
The Road Ahead




Identify key goals – For example:
   Become a leading voice in …
   Become a reliable partner with key associations
   Seek appointments
   Identify any opportunities to present testimony
   Set up meeting..
   Create the speaking platform
The Road Ahead




Develop relationships while expanding our network - Identify key
contacts and organizations to become engaged in:

    Identify and become involved with influential organizations and work
    groups to help drive the discussion in Michigan.

    a. We are targeting champions, leaders, influencers and rising stars.
    b. Invite lawmakers for special briefings and tours (look to partner on
       briefings)
    c. Encourage regular visits to Lansing and DC for meetings, briefings
       and support
    d. Identify ops for Testimony
The Road Ahead

Create the agenda or priorities - Identify legislative priorities (ISSUE
SPOTTING)
    a. Review Issue Matrix
    b. Monitor legislation and see what is relevant. Don’t take a position but remain
       available as a resource
    c. Identify challenges to bring to lawmakers and regulators while identifying
       solutions
    d. Use election to educate candidates and start the discussion of your key issues
    e. Primary Concern – have potential to impact bottom line, hot issue is lots of
       momentum, think we can help influence the issue through advocacy. Then MW
       lawmakers and join coalitions
    f. Major Concern – not critical to bottom line but important. Therefore work with
       others
    g. General Interest – While important not critical or time sensitive. Therefore
       monitor and will involve or when appropriate.
    h. In General – make issues relevant to governor/legislators agenda, make issues
       timeline and newsworthy, identify key influencers to support our efforts. Create
       a key contact program, actively monitor issues and activity, actively participate in
       coalitions
Session 5:
     LEGISLATION & GOVERNMENT
              RELATIONS

            LEARNING OBJECTIVES
1.   Discover the broad scope of the
     legislative process.
2.   Identify the regulations related to
     lobbying and political actions.
3.   Acquire knowledge of effective
     advocacy tools.
4.   Recognize the importance of
     membership involvement in the
     government relations field.
5.   Determine how the organizational
     structure relates to the government
     relations programming.
6.   Realize the importance of government
     relations to your association’s mission.
Thank You!




                   Daniel Cherrin
                    313.300.0932
dcherrin@northcoaststrategies.com
    www.northcoaststrategies.com
                     @dancherrin

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  • 1. Public Relations | Crisis Management | Public Affairs NorthCoastStrategies.com| 248.325.8731
  • 2. Session 5: LEGISLATION & GOVERNMENT RELATIONS LEARNING OBJECTIVES 1. Discover the broad scope of the legislative process. 2. Identify the regulations related to lobbying and political actions. 3. Acquire knowledge of effective advocacy tools. 4. Recognize the importance of membership involvement in the government relations field. 5. Determine how the organizational structure relates to the government relations programming. 6. Realize the importance of government relations to your association’s mission.
  • 3. Daniel Cherrin ENGAGED STRATEGIC SOPHISTICATED CREATIVE UNIQUE PERSPECTIVE
  • 4. Public Relations | Crisis Management | Public Affairs Organizations often find themselves navigating a complex environment that requires dealing simultaneously with litigation, governmental and regulatory actions, media scrutiny and public perception. NorthCoastStrategies is focused on developing meaningful relationships, through insight and advocacy, to protect & enhance the reputation of organizations in the public eye. DANIEL CHERRIN, founder • 15-year media relations, crisis management, government relations & public affairs • Former Communications Director – City of Detroit & Press Secretary to Mayor • Association Leader – MSAE, MPLP, State Bar, Urban League, MS Society • Former lobbyist – Detroit Regional Chamber • Attorney + Mediator • Married + Dad (2 girls, 1 boy)
  • 6. Session 5: LEGISLATION & GOVERNMENT RELATIONS LEARNING OBJECTIVES 1. Discover the broad scope of the legislative process. 2. Identify the regulations related to lobbying and political actions. 3. Acquire knowledge of effective advocacy tools. 4. Recognize the importance of membership involvement in the government relations field. 5. Determine how the organizational structure relates to the government relations programming. 6. Realize the importance of government relations to your association’s mission.
  • 7. Discover the broad scope of the legislative process Advocacy Lobbying Public Affairs Government Relations Procurement Grants Earmarks Appropriations Issues Management Super PACS Campaign Finance Candidate Committee Leadership Committee 527
  • 12. Session 5: LEGISLATION & GOVERNMENT RELATIONS LEARNING OBJECTIVES 1. Discover the broad scope of the legislative process. 2. Identify the regulations related to lobbying and political actions. 3. Acquire knowledge of effective advocacy tools. 4. Recognize the importance of membership involvement in the government relations field. 5. Determine how the organizational structure relates to the government relations programming. 6. Realize the importance of government relations to your association’s mission.
  • 14. Laws Governing Lobbying • Lobbying Disclosure Act of 1995 • House and Senate Ethics Rules • Federal Election Campaign Act • The Honest Leadership and Open Government Act of 2007 • Internal Revenue Code • Foreign Agents Registration Act
  • 15. LDA A lobbyist is… • A person who:
 - At least two lobbying contacts; - Spending more than 20 percent of their time engaged in lobbying activities 

- Over a six-month period
  • 16. LDA Lobbying contact • Any oral or written communication; • To a covered legislative or executive branch official; • With regards to the formulation, modification or adoption of federal legislation, regulation or rules.
  • 17. LDA Lobbying activities • All lobbying contacts (oral, written or electronic); • With a covered official; • In connection with the formulation, modification or adoption of any legislation or regulation (including a grant, contract or appropriation); • Including research, planning and preparation for lobbying.
  • 18. What is not “lobbying” • A request for a meeting or other administrative requests • Testimony given before Congress or submitted for the record • Information provided in writing in response to a request or to the Federal Register
  • 19. What is not “lobbying” • Grassroots activity and state lobbying do not have to be reported. • Organizations that engage only in grassroots lobbying will not be required to register its members unless it meets the threshold requirements for direct lobbying.
  • 20. Resources • ASAE - www.asaecenter.og/advocacyoutreach • Clerk of the House -- http://lobbyingdisclosure.house.gov/ • Secretary of the Senate -- http://www.senate.gov • House Ethics Committee -- www.house.gov/ethics/ • Senate Ethics Committee -- http://ethics.senate.gov/
  • 21. Session 5: LEGISLATION & GOVERNMENT RELATIONS LEARNING OBJECTIVES 1. Discover the broad scope of the legislative process. 2. Identify the regulations related to lobbying and political actions. 3. Acquire knowledge of effective advocacy tools. 4. Recognize the importance of membership involvement in the government relations field. 5. Determine how the organizational structure relates to the government relations programming. 6. Realize the importance of government relations to your association’s mission.
  • 23. TOOLBOX A Story To Tell Make it relevant Tied to a broader agenda  A Board  Key Contact Program  Strong Leadership  Information  Poll/Research Media Relations  Social Media Collateral Advertising  Political Advocacy  Events  Monitor the process testimony tours Publications/Blogs Awards Relationships
  • 24. TOOLBOX Strategy – Identify the key contacts Create the messaging and platform Meet with key contacts Establish ourselves as thought-leaders Advocate an agenda
  • 25. TOOLBOX Overall Plan – Build the infrastructure Create the network Find contacts – The Champions, The Leaders, The Influencers, The Rising Leaders Create the agenda - why are we doing what we are doing
  • 26. The Road Ahead Identify key goals – For example: Become a leading voice in … Become a reliable partner with key associations Seek appointments Identify any opportunities to present testimony Set up meeting.. Create the speaking platform
  • 27. The Road Ahead Develop relationships while expanding our network - Identify key contacts and organizations to become engaged in: Identify and become involved with influential organizations and work groups to help drive the discussion in Michigan. a. We are targeting champions, leaders, influencers and rising stars. b. Invite lawmakers for special briefings and tours (look to partner on briefings) c. Encourage regular visits to Lansing and DC for meetings, briefings and support d. Identify ops for Testimony
  • 28. The Road Ahead Create the agenda or priorities - Identify legislative priorities (ISSUE SPOTTING) a. Review Issue Matrix b. Monitor legislation and see what is relevant. Don’t take a position but remain available as a resource c. Identify challenges to bring to lawmakers and regulators while identifying solutions d. Use election to educate candidates and start the discussion of your key issues e. Primary Concern – have potential to impact bottom line, hot issue is lots of momentum, think we can help influence the issue through advocacy. Then MW lawmakers and join coalitions f. Major Concern – not critical to bottom line but important. Therefore work with others g. General Interest – While important not critical or time sensitive. Therefore monitor and will involve or when appropriate. h. In General – make issues relevant to governor/legislators agenda, make issues timeline and newsworthy, identify key influencers to support our efforts. Create a key contact program, actively monitor issues and activity, actively participate in coalitions
  • 29. Session 5: LEGISLATION & GOVERNMENT RELATIONS LEARNING OBJECTIVES 1. Discover the broad scope of the legislative process. 2. Identify the regulations related to lobbying and political actions. 3. Acquire knowledge of effective advocacy tools. 4. Recognize the importance of membership involvement in the government relations field. 5. Determine how the organizational structure relates to the government relations programming. 6. Realize the importance of government relations to your association’s mission.
  • 30. Thank You! Daniel Cherrin 313.300.0932 dcherrin@northcoaststrategies.com www.northcoaststrategies.com @dancherrin