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Lobby Training Resources

About Lobby Registrations & Expenditure Reports

Registrations and expenditure reports must be completed/submitted on-line through OGEC's Electronic Filing System (EFS).  The EFS will allow lobbyists and their client/employers to register and file reports from anywhere and on any device that can access the Internet.  Lobbyists/Client Employers can access their accounts 24 hours a day, 7 days a week.  The information available on the EFS is a matter of public record and can be accessed by anyone through a searchable online database.  

Guide to Lobbying

To view/print the “Guide to Lobbying” handbook, please click on the following link:  

     Guide to Lobbying in Oregon

If you have specific questions, please contact the Oregon Government Ethics Commission (OGEC) by telephone at 503-378-5105, or by email to ogec.mail@oregon.gov.


 

Electronic Filing System (EFS) Access

The EFS is used to register and manage lobbyist and client/employer accounts.  In addition, Lobbyists and Client/Employers use the EFS to file required quarterly lobbying activity expenditure reports. The EFS is accessible 24 hours a day, 7 days a week. To gain access to the electronic filing system, please click on the following link:  Electronic Filing System (EFS)

If you have questions about your registration and/or filing quarterly expenditure reports, please contact the OGEC by phone at:  503-378-5105 or by e-mail at:  ogec.mail@oregon.gov 

Reporting Requirements

  • Lobbyist
  • Client/Employer

Reporting Instructions

  • Lobbyist
  • Client/Employer

Tutorials - Lobbyist & Client/Employer


Need training for yourself or your organization? Click the link above to access OGECs free online tutorials. 

Gifts

In general, public officials are required to comply with the provisions found in Oregon Government Ethics laws. Of these provisions, what is a gift is defined and any prohibitions, limitations, and exceptions in the value a public official may receive.  These same limitations are also placed on the relatives and members of the public officials household.

Gift question.jpg
 



Frequently Asked Questions (FAQs)

You must complete and submit a report even if you had no expenditures for the reporting period.​​​​​

Yes. If your registration was active for only one day during any calendar quarter, an expense report is required for that quarter, i.e. even if you were only registered for one day before the reporting period ended or even if your registration was terminated only one day into a new reporting period.​  

Please note:  It is important to keep your profile account updated and terminate your registration timely to ensure you receive important updates/information and are not required to submit a quarterly expenditure report beyond the quarter in which you were no longer active as a lobbyist. ​​

You must report all expenditures for lobbying-related activities even though the client or employer you represent reimbursed you for the expenses. If the client or employer paid expenses incurred during a lobbying activity that you arranged and were a participant in, you must report those expenses as reimbursed. The client or employer providing reimbursement must be identified.

The use of a client or employer’s credit card, debit card or other such payment device is the equivalent of a reimbursed expense and is to be reported as such. The expenses paid by these methods should be included in the totals as expenses incurred and expenses reimbursed. [OAR 199-010-0075(1)(c)].​​​​

​Total Expended:

Enter the aggregate sum of all expenditures incurred for food, refreshments or entertainment as a result of your efforts to promote a desired legislative outcome or obtain the goodwill of a legislative official.

NOTE: All sections that follow are for the purpose of itemizing certain expenditures included in the “Total Expended". All sections are limited to reporting expenses for food, refreshments, and entertainment.

Reimbursed Expenses:

Click “+ Add an Expense" to enter information about each lobby expense that was reimbursed to you in the quarter (the names of the clients or employers who provided reimbursements and the amounts reimbursed). Click the “Check here for none" box if no expenses were reimbursed to you.

NOTE: The information you input for “Total Expended" and “Reimbursed Expenses" auto-calculates and fills the “Total Reimbursed" and “Net Expenditures" fields that follow.

Itemized Expenses:

Click to “+Add an Itemized Expense" only if more than $50 was expended on any single occasion, by one or more persons on a lobbying-related activity, for the benefit of a legislative or executive official. Expenditures for relatives are considered “for the benefit" of the official. If more than one person financially contributed on the occasion, you must list their name(s) in the next section (see “Additional Contributors" below). Click the “Check here for none" box if you have no itemized expenses to report.

Additional Contributors:

Click “+ Add a Contributor" to report the name of any person or entity that contributed to paying any expense(s) that you were required to report under “Itemized Expenses" [OAR 199-010-0075(2)(c)]. Click the “Check here for none" box if you have no additional contributors to report.

Supporting Documentation:

Some lobby-related expenditures require you to give the receiving public official written notice of the value of the expense within 10 days. Notice must be given if either: (a) the cost of food, lodging and/or travel spent on the public official to attend any single event defined in ORS 244.020(7)(b)(F) exceeds a combined total of $50; or (b) the full market value of honoraria given to the public official pursuant to ORS 244.042 is worth more than $15. Attach copies of such notices to this report [ORS 244.100].

Electronic Signature:

Once all required information is accurately entered, click the green “Submit" icon at the bottom of your screen. A pop-up box will appear – type your first and last name (i.e., as it appears in the upper right-hand corner of your screen, “Welcome, [NAME]") into the “Electronic Signature" field, check “Confirmed", and then click “File Report".

​If unable to complete the report in one sitting, you can always click “Save and File Later" at the bottom of the screen. To continue working on a saved report, locate it in your “Reports" tab, and click the corresponding “+" symbol in the “Edit/Amend" column. 

Yes.
If a lobbyist was registered on your behalf for one day during any calendar quarter, an expense report is required for that quarter, i.e even if the lobbyist registered only one day before the reporting period ended, or even if the lobbyist’s registration was terminated only one day into a new reporting period.
​​

Please note:  It is important to keep your profile account updated and terminate your relationship with a lobbyist timely to ensure you receive important updates/information and are not required to submit a quarterly expenditure report beyond the quarter in which you were no longer a client/employer of a lobbyist. 

A report must be completed and submited even if you had no lobbyist/lobbying expenditures for the reporting period.​​​​​​

Do not list living and travel expenses incurred for a lobbyist performing lobbying services.  Such as: the cost to the lobbyist for lodging, food or parking costs that result from a lobbyist performing lobbying services. [ORS 171.750(1)(c)].

Do not report political contributions or expenditures reported under ORS Chapter 260.

Examples of reportable expenditures may include:

  • Compensation paid to lobbyists (if the lobbyist is your employee, prorate their salary for time lobbying).
  • Reimbursements paid to lobbyists (may include payment of credit card charges incurred by the lobbyist).
  • Prorated or estimated cost of support staff, telephone, postage, printing and overhead related to lobbying. 
  • Expenses in an effort to promote a desired legislative outcome or obtain goodwill of a legislative official.
​Total Expended:

Enter the aggregate sum of ALL expenditures incurred as a result of efforts to promote a desired legislative outcome or obtain the goodwill of a legislative official.

NOTE: All sections that follow are for the purpose of itemizing certain expenditures included in the “Total Expended".

Lobbyist/Organization Paid for Lobbying:

Click “+ Add an Expense" to individually enter the name of each lobbyist you compensated or reimbursed for lobby-related expenses during the reporting period. For each lobbyist listed, also enter the dollar amounts compensated and/or reimbursed to the lobbyist for lobbying during the reporting period. If you were represented by two or more registered lobbyists who work at the same firm, you may instead simply enter the firm's name and the sum totals of any compensation and/or reimbursement paid to the firm and/or its lobbyists (as opposed to entering each lobbyist individually). Do not use the “Check here for none" box on this section of the form; you must list a lobbyist.

NOTE: If the lobbyist is your employee, include the prorated portion of the salary attributable to lobbying.
 
Itemized Expenses:

Click to “+ Add an Itemized Expense" only if more than $50 was expended on any single occasion, by one or more persons on a lobbying-related activity, for the benefit of a legislative or executive official. Expenditures for relatives are considered “for the benefit" of the official. If more than one person financially contributed on the occasion, you must list their name(s) in the next section (see “Additional Contributors" below). Click the “Check here for none" box if you have no itemized expenses to report.

Additional Contributors:

Click “+ Add a Contributor" to report the name of any person or entity that contributed to paying any expense(s) that you were required to report under “Itemized Expenses" [OAR 199-010-0075(2)(c)]. Click the “Check here for none" box if you have no additional contributors to report.

Supporting Documentation:

Some lobby-related expenditures require you to give the receiving public official written notice of the value of the expense within 10 days. Notice must be given if either: (a) the cost of food, lodging and/or travel spent on the public official to attend any single event defined in ORS 244.020(7)(b)(F) exceeds a combined total of $50; or (b) the full market value of honoraria given to the public official pursuant to ORS 244.042 is worth more than $15. Drag and drop copies of such notices into this report [ORS 244.100].

Electronic Signature:

Once all required information is accurately entered, click the green “Submit" icon at the bottom of your screen. A pop-up box will appear – type your first and last name (i.e., as it appears in the upper right-hand corner of your screen, “Welcome, [NAME]") into the “Electronic Signature" field, check “Confirmed", and then click “File Report".
 

NOTE:  If unable to complete the report in one sitting, you can always click “Save and file later" at the bottom of the screen. To continue working on a saved report, locate it in your “Reports" tab, and click the corresponding “+" symbol in the “Edit/Amend" column.​



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