ONLINE FILING WORKSHOP Presented By: The Indiana Lobby Registration Commission 1

A REVIEW OF THE FOLLOWING : Employer Registrations Compensated Registrations Activity Reports --Employer/Compensated Amending Registrations & Reports Report of Gift or Purchase Forms Any online filing questions/concerns. 2

You must use the “Continue/Back” button within the application. The Internet Explorer “Back” button will give you an error message. You must “select” one of the lobbyist in the list before you “continue” 3

Dashboard is where you locate all your filing options 4

If all the years were filed the box would be grey and you would be required to file an amended version of the registration. 5

The default on all registrations is the annual due date of November 1. If you were contracted to lobby beyond the November 1 due date you will need to change the answer to YES and enter the date. The date will be verified by the Commission. 6

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501c3 and/or 501c4 information required for the reduced registration fee. You also must send the Not for Profit Status Determination Letter to the Commission. 8

Only a person named in Section C is eligible to sign the Memorandum of Understanding and/or registrations and reports. 9

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NOTE: The name in this section must be a person listed in SECTION C as a person responsible for the employer lobbyist and MUST have an MOU on file with the Commission. 14

When filing on behalf of a lobbyist, you must have them approve the filing 15

Enter the address of the person responsible for the employer listed in SECTION A, BOX 1 of the registration. The default for the lobbyist is the address entered in Section A 16

When a person listed as responsible for the employer in Section C is preparing the filing, they will select “behalf of myself” and be taken to the review page 17

Appeal option will only be available if you are filing a late registration. 18

**Temporary** Confirmation Number Assigned *Permanent number assigned upon approval and “Submission” to ILRC. 19

Filing “on your own behalf” will go to a preview” screen. You are able to view and edit any of the information here before ACCEPTING. 20

If the filing is late your appeal/late fee information will appear at the bottom before you submit the filing to the Commission 21

Filing is only complete when you see SESSION COMPLETE 22

FILING as BOTH EMPLOYER & COMPENSATED LOBBYIST REGISTRATION STATEMENT 23

When registered as BOTH you will not file the REPORT for the employer lobbyist Dashboard is where you locate all your filing options 24

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The default on all registrations is the annual due date of November 1. If you were contracted to lobby beyond the November 1 due date you will need to change the answer to YES and enter the date. The date will be verified by the Commission. 26

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501c3 and/or 501c4 information required for the reduced registration fee. You also must send the Not for Profit Status Determination Letter to the Commission. 28

Enter the number of clients you need to list on the registration statement 29

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When registering as BOTH employer and compensated, the compensated registration will ask for the names of all registered lobbyist (should be the same list as the employer registration) 33

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When the filing is late you will be given the opportunity to appeal the late filing fee and explain in brief detail the reason for the late filing 36

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Please note: The filing is only considered complete when you see the message “SESSION COMPLETE” at the top of the filing. Final confirmation number provided when you have completed the filing 39

FILING COMPENSATED LOBBYIST –ONLY REGISTRATION STATEMENT 40

Dashboard **Registration 41

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The default on all registrations is the annual due date of November 1. If you were contracted to lobby beyond the November 1 due date you will need to change the answer to YES and enter the date. The date will be verified by the Commission. 43

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501c3 and/or 501c4 information required for the reduced registration fee. You also must send the Not for Profit Status Determination Letter to the Commission. Only employees of the NFP are eligible for the reduced registration fee. 45

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49 If you have answered YES to any of the questions, you will need to contact the Commission for information on completing the registration.

Name of person listed in Section A, Box 1 as the compensated lobbyist. 50

Selecting “on behalf of myself” will take you to the review screen 51

Selecting the box “preparing on behalf of the lobbyist” will give you an additional screen to enter the lobbyist 52

Enter the address of the compensated lobbyist listed in SECTION A, BOX 1 of the registration. The default for the lobbyist is the address entered in Section A Preparer address 53

Only get the screen for the appeal process if you are filing after the November 1 deadline OR if you are filing mid-year and are not within the 15 business day window. 54

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**Note message at bottom 56

TEMPORARY number for tracking purposes only. You will be provided a FINAL number once you successfully submit the filing to the Commission. 57

sent to the preparer to notify that the filing is pending approval by the lobbyist. 58

sent to the lobbyist to notify a filing is pending their approval. Clicking the link will open the filing for approval. 59

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Preparer will receive an to notify them the filing has been either approved or declined. Clicking the link will allow you to “edit” or “submit” the filing based on the lobbyist response 61

The “Continue” option is the only way to provide the final report/registration to the Commission. After selecting “continue” the preparer will be provided a FINAL confirmation number 62

Please note the confirmation number is now —Final Confirmation is different than “temporary number” Please note: The filing is only considered complete when you see the message “SESSION COMPLETE” at the top of the filing. 63

AMENDED REGISTRATIONS Employer 64

Dashboard **Amend registrations and reports 65

**Amend registration 66

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Change the #1 to a #2 and continue. If you need to add another individual to the list of responsible persons. 71

You will then be given a second set of boxes to enter additional officers and/or responsible parties. 72

Change the #1 to a #2 and continue. If you need to add another individual or company to the list of Compensated Lobbyists. Removing a lobbyist or changing the #2 to a #1 will always remove the last person listed. 73

Additional compensated lobbyist information. You will then be given a second set of boxes to enter additional lobbyist. 74

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Name of one of the persons listed in Section C as a responsible party. Those individuals are the only ones eligible to sign off on the registrations/reports. Must have an MOU on file. 76

Same process as described early in the registrations. Select either filing for someone else or on your own behalf. Following the directions for each. 77

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IMPORTANT: Note your FINAL confirmation number and the “Type of Statement” is now AMENDED 79

AMENDED REGISTRATIONS Compensated 80

Dashboard ** Amend registrations and reports 81

**Amend Registration 82

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Change the #1 to a #2 and continue. If you need to add another individual or company to the list of employers or clients. Changing the #2 to a #1 will always remove the last employer or client in the list. 87

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Review screen before submission 93

IMPORTANT: Note your FINAL confirmation number and the “Type of Statement” is now AMENDED 94

Report of Lobbyist Activity Employer Lobbyist 95

Dashboard **Reporting Employer Expense 96

New lobbyist filing for period 2 will see the message above 97

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The only acceptable option to terminate a lobbying status is to prepare the FINAL report and indicate “terminate the registered lobbyist status” 99

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Name of one of the persons listed in Section A as a responsible party should be the same as those listed on the registration. Those individuals are the only ones eligible to sign off on the filings. Must have an MOU on file. 101

Any changes to address etc. which differ from the registration should be included in the box 102

Employer lobbyist are not able to access Line 11. This is for compensated lobbyist reporting only. 103

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Enter the number of Section E expenditures you need to report 105

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The total from Section E will be carried over to the Section C, Line 7 of the expenditures. 107

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Line 7 now has the amount you entered from Section E – included in the total. 111

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Report of Lobbyist Activity Compensated Lobbyist 113

**Report compensated expenses Dashboard 114

The lobbyist has filed First Period- indicated by an “X” 115

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The only acceptable option to terminate a lobbying status is to prepare the FINAL report and indicate “terminate the registered lobbyist status” 117

On the filing for October 31, 2014 you should see the option to select your April 30, 2014 Activity Report and continue with completion of the report. **If you are filing for a Section C employer that does not have a first period report select “New Client” 118

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After selecting April 30, 2014 report your client information for the confirmation number selected will be pulled into the report 120

Compensated Lobbyist may use Line 11, to subtract out certain expenditures. 121

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Name of person listed in Section A, Box 1 as the compensated lobbyist. 124

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AMENDMENT Report of Lobbyist Activity 129

Dashboard **Amend registrations and reports 130

**Amend expenditure report 131

A list of all reports on file will be shown, be certain you select the correct confirmation number and/or period. 132

We are amending the report to indicate a terminated status which we omitted in the original filing. 133

Because we are working on the Period TWO report, you will need to select the confirmation number of the correct Period ONE report to complete filing. This will pull your original April 2014 expenses into the October Report 134

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Verify the client information for this Amended Report 136

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Gift Reports 144

Gift Reports **Report Gifts Dashboard 145

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**Pending Registrations/Reports Dashboard 148

GREEN arrow indicates the filing was either “approved or declined” by the lobbyist and returned to the preparer for submission RED block means the filing has not been reviewed by the lobbyist. 149

Contact IN Interactive For an Online Account Annual Membership Fee $95 QUESTIONS? COMMENTS? 150