Form OR-ER "Reportable Expenditures Made by Persons Exempted or Otherwise Not Covered by G.s. 120c" - North Carolina

What Is Form OR-ER?

This is a legal form that was released by the North Carolina Secretary of State - a government authority operating within North Carolina. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on March 25, 2022;
  • The latest edition provided by the North Carolina Secretary of State;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of Form OR-ER by clicking the link below or browse more documents and templates provided by the North Carolina Secretary of State.

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Download Form OR-ER "Reportable Expenditures Made by Persons Exempted or Otherwise Not Covered by G.s. 120c" - North Carolina

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Form OR-ER Page 1 of 3 (Rev. 3/25/2022)
Elaine F. Marshall, North Carolina Secretary of State
2022 Reportable Expenditures Made by Persons Exempted
Or Otherwise Not Covered by G.S. §120C (See G.S. §120C-800)
MAILING ADDRESS: Lobbying Compliance Division
Department of the Secretary of State
PO Box 29622
Raleigh, NC 27626-0622
2 South Salisbury Street
STREET ADDRESS:
WEB:
https://www.sosnc.gov/
Raleigh, NC 27601-2903
Amended Report  (Check if filing amended report)
*No fee for filing electronically
Original Tracking No. _________________________________
PERIOD: Quarter Ended: __________________________________________________________________
Legal Name of Donor Individual or Entity: ______________________________________________________________
Name and Title of Authorized Representative of Donor Entity if applicable:
_________________________________________________________________________________________________
Mailing Address of Donor/Authorized Representative:
_________________________________________________________________________________________________
Physical Address of Donor/Authorized Representative:
_________________________________________________________________________________________________
Telephone of Donor/Authorized Representative: ________________________________________________________
Fax: _____________________________________ Email Address: _________________________________________
PART I: REPORTABLE EXPENDITURES
*EXPENSE CODES*
TL
Transportation and Lodging
FB
Food and Beverages
GI
Gifts
EN
Entertainment
ME
Meetings and Events
OT
Other
SC
Scholarship (Grant-In-Aid to Attend Conference, Meeting or Event)
Description of Expenditure
Designated Individual
(Indicate whether donor was outside North
Exp.
Date
Accepting
Amount
Carolina and whether donee was outside
Code*
North Carolina at time expenditure was
Expenditure
accepted)
Total (Must enter total or “0”)
$__________
Form OR-ER Page 1 of 3 (Rev. 3/25/2022)
Elaine F. Marshall, North Carolina Secretary of State
2022 Reportable Expenditures Made by Persons Exempted
Or Otherwise Not Covered by G.S. §120C (See G.S. §120C-800)
MAILING ADDRESS: Lobbying Compliance Division
Department of the Secretary of State
PO Box 29622
Raleigh, NC 27626-0622
2 South Salisbury Street
STREET ADDRESS:
WEB:
https://www.sosnc.gov/
Raleigh, NC 27601-2903
Amended Report  (Check if filing amended report)
*No fee for filing electronically
Original Tracking No. _________________________________
PERIOD: Quarter Ended: __________________________________________________________________
Legal Name of Donor Individual or Entity: ______________________________________________________________
Name and Title of Authorized Representative of Donor Entity if applicable:
_________________________________________________________________________________________________
Mailing Address of Donor/Authorized Representative:
_________________________________________________________________________________________________
Physical Address of Donor/Authorized Representative:
_________________________________________________________________________________________________
Telephone of Donor/Authorized Representative: ________________________________________________________
Fax: _____________________________________ Email Address: _________________________________________
PART I: REPORTABLE EXPENDITURES
*EXPENSE CODES*
TL
Transportation and Lodging
FB
Food and Beverages
GI
Gifts
EN
Entertainment
ME
Meetings and Events
OT
Other
SC
Scholarship (Grant-In-Aid to Attend Conference, Meeting or Event)
Description of Expenditure
Designated Individual
(Indicate whether donor was outside North
Exp.
Date
Accepting
Amount
Carolina and whether donee was outside
Code*
North Carolina at time expenditure was
Expenditure
accepted)
Total (Must enter total or “0”)
$__________
Form OR-ER Page 2 of 3 (Rev. 3/25/2022)
PART II: SCHOLARSHIPS
Description of Conference,
Meeting or Event
Designated Individual
(In description of conference, meeting or
Accepting
Exp.
event, indicate whether donor was outside
Date
Scholarship
Code*
Amount
North Carolina at time expenditure accepted)
Total (Must enter total or “0”)
$__________
PART III: FOR USE BY DESIGNATED INDIVIDUAL FILERS ONLY
Full Name of Designated Individual/Public Servant
: ________________________________________________
Government Agency
: ____________________________________________________________________________
Title
: ___________________________________________________________________________________________
Business Address (Physical)
: ____________________________________________________________________
________________________________________________________________________________________________
Mailing Address
: ________________________________________________________________________________
Telephone
Fax
: __________________________________________
: _______________________________________
E-Mail Address
: _________________________________________________________________________________
PART IV: CERTIFICATION
I hereby certify that the information contained herein is to the best of my knowledge true,
correct and complete.
________________________________________________________ ______________________
Signature of Filer: □ Individual Donor
Date
□ Authorized Representative for Donor Entity
(Check One)
□ Designated Individual Donee
________________________________________________________________________________
Printed Name/Title of Filer
PART V: REPORT PREPARER’S IDENTITY/SIGNATURE (RULE 18 NCAC 12 .0205)
Printed Full Name of Report Preparer: ________________________________________________________________
Signature of Report Preparer: _______________________________________________________________________
Form OR-ER Page 3 of 3 (Rev. 3/25/2022)
FOR INFORMATIONAL USE ONLY; DISCARD BEFORE FILING.
 Expense reports are due quarterly, regardless of whether reportable expenditures are made,
no later than 15 business days after the end of the calendar quarter.
 Do not use a zero expense report form for a monthly report or for a quarterly report that
requires incorporation of a prior monthly report. Incomplete reports may be rejected.
 In addition, any reportable expenditure incurred while the General Assembly is in
session with respect to lobbying legislators and legislative employees is reportable
monthly no later than 10 business days after the end of the month.
 The information reported on any monthly report should be incorporated by reference
on the long quarterly report form in the space provided.
 NCGS § 120C-401(d) states: Each report required by this Article shall be in the form
prescribed by the Secretary of State and filed electronically.
 E-file your report by using the Lobbying Compliance Division Portal on our website:
https://www.sosnc.gov/
.
IMPORTANT NOTICES REGARDING ELECTRONIC FILINGS
NCGS § 120C-800(f) states: Within 15 business days after the end of the quarter in which the
reportable expenditure was made, reports required by this section shall be filed electronically with the
Secretary of State in a form prescribed by the Secretary of State. An electronic filing made pursuant
to this section is sufficient to comply with the filing requirements of this article if the filing is properly
formatted as prescribed by this article and the information contained in the filing is complete and
correct.
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