Advocacy - Lobbying and Gift Rules: Guidelines and Overview

Office of the General Counsel, October 11, 2000

Table of Contents

I. CONTACTING MEMBERS

     A. General
     B. Contacting State Elected and Agency Officials
     C. Contacting Federal Elected and Agency Officials

II. BALLOT CAMPAIGNS

III. GIFTS

     A. State
         1. The "Gift Limit"
         2. The "Lobbyist Gift Limit"
         3. Gifts Presented to Non-employees on behalf of the University
            (Business and Finance Bulletin G-42)
     B. Federal

IV. ALUMNI ASSOCIATIONS, CAMPUS FOUNDATIONS AND SUPPORT GROUPS

V. USE OF UNIVERSITY PROPERTY

VI. USE OF UNIVERSITY'S NAME AND SEAL

VII. PERSONAL INVOLVEMENT IN BALLOT CAMPAIGNS OR
     CAMPAIGNS FOR INDIVIDUAL CANDIDATES

VIII. RESTRICTIONS ON FUNDS

ATTACHMENTS

University Policy on Relations of University Staff Members with State and Federal Officials [Attachment 1]

Government Code section 82039 (definition of "lobbyist") [Attachment 2]

Government Code section 86300 ("lobbyist" exemption)
[Attachment 3]

California Code of Regulations, title 2, section 18239 (definition of "lobbyist") [Attachment 4]

May 29, 1998 Letter to Chancellors from President Atkinson including University of California Lobbying Disclosure Policy, Lobbying Disclosure Policy Background and Guidelines, Instructions for Completing the UC Lobbying Activity Report; Monthly University of California Lobbying Activity Report and Code List, and The Lobbying Disclosure Act of 1995 - Frequently Asked Questions [Attachment 5]

Legal Guidelines for University of California Participation in Ballot Campaigns [Attachment 6]

"Limitations and Restrictions on Gifts, Honoraria, Travel and Loans," published by the Fair Political Practices Commission [Attachment 7]

University of California Policy and Guidelines Regarding Acceptance of Gifts and Gratuities By Employees Under California's Political Reform Act (December 1998) [Attachment 8]

University of California Administrative Fund Payments Guideline A-253-27, Appendix Section C. 3. Gifts, Contributions and Miscellaneous Expenditures, (March 31, 1996) [Attachment 9]

Policy on Support Groups, Campus Foundations, and Alumni Associations [Attachment 10]

Administrative Guidelines for Support Groups [Attachment 11]

Administrative Guidelines for Campus Foundations [Attachment 12]

Administrative Guidelines for Campus Alumni Associations and Constituency Alumni Groups [Attachment 13]

University of California Policies Applying to Campus Activities, Organizations, and Students; Section 40.00 Policy on Use of University Property [Attachment 14]

September 18, 1970 Letter from President Hitch to Chancellors Re Restrictions on the Use of University Resources and Facilities for Political Activities [Attachment 15]

University of California Policy Applying to Campus Activities, Organizations and Students, Appendix B, Use of the University's Name [Attachment 16]

Delegation of Authority, DA 0864 -- Policy to Permit Use of the University's Name [Attachment 17]

The Regents of the University of California, Bylaws, Bylaw 2. Corporate Seal [Attachment 18]

The Regents of the University of California Bylaws, Bylaw 3. Unofficial Seal [Attachment 19]

Delegation of Authority, DA 0865 - Policy to Permit Use of the Unofficial Seal [Attachment 20]

Representation of the University on Letterhead and Business Cards [Attachment 21]

University of California Policies Applying to Campus Activities, Organizations, and Students; Section 30.00 Policy on Speech and Advocacy [Attachment 22]

Office of Management and Budget Circular A-21, Principle for Determining Costs Applicable to Grants, Contracts, and Other Agreements with Educational Institutions, Section J. 24. Lobbying [Attachment 23]

Business and Finance Bulletin, G-42, Gifts Presented to Non-Employees on Behalf of the University [Attachment 24]

Business and Finance Bulletin, BUS-79, Entertainment
[Attachment 25]