[Lnc-business] Policy citations for our review

Caryn Ann Harlos caryn.ann.harlos at lp.org
Sat Feb 24 04:56:53 EST 2018


==Earlier this term, Mr. Sarwark instructed staff to provide to Ms.
   Harlos the login information for the LNC's Adobe Connect account so
   that the Radical Caucus could use it for their caucus meeting.  Staff
   then sent me a request to remind them of the login information.  We
   don't have an LNC policy specifically about the use of party assets by
   caucuses, however I objected based on the recurring theme of the other
   LNC policies, and this offer was not being extended to all caucuses,
   and the idea died there with Ms. Harlos agreeing that the Radical
   Caucus would find another meeting option.===

The deciding factor there was our contractual agreement with Adobe that you
must be present to administer all meetings.  Libertarians keep contracts
and that was unworkable.  Nick was perfectly amenable in letting other
groups use it and making that widely known until that came up.  You could
not be expected to attend all those meetings.  I think that personally was
a bad deal to sign up for and that there are much better conferencing
options (and cheaper) that could be used by more people, but that wasn't
the issue then.  When adobe renewal comes up, there are far better options
that don't require reliance on one person.


==Policy Manual Section 2.03.4 :  Conventions==

This is speaking about national party conventions and delegates.

== Policy Manual Section 2.03.5 :  Credit Card and Expense Reimbursements==
 ==   NOTE:  This allows travel reimbursements for "officers".===

That is a good point and a very good catch but in context it certainly is
in the context of the reality that officers will have to regularly do this
and there was to be no question that it could be reimbursed.  It does not
say or imply that others could not be only that such was not an expected
guarantee.  The main take away here is Party related activities.

== Policy Manual Section 2.03.9 :  Related Party Reporting==

And the treasurer had all this noted for the next report which is when it
would have been included as per this section.


 == Policy Manual Section 2.08.2 :  Limitations on Party Support for Public
   Office==

Not running for public office.

==Policy Manual Section 2.09.6 :  Limitations on Party Support for Party
   Office
   "Party resources shall not be used to provide information or services
   for any candidate for party office unless:
     * such information or services are available and announced on an
       equal basis to all Libertarians who have DECLARED they are seeking
       that office, or=== [emphasis added]

I have not declared and this section obviously again means information and
services related to that campaign.  Or does that mean you can no longer ask
for services or information that have nothing to do with campaigning unless
it is offered to me (if I declared)?  Of course not.  This is about
providing support for campaigns for DECLARED Party candidates.  I was
neither campaigning nor was I declared.

== Policy Manual Section 3.03.1 :  Affiliate Relationships

   "Special agreements with states require the approval of the LNC."==

I also have no idea what this means, but I cannot conceive of any intent in
which it would apply here.

No policies were violated.  You can have your opinion that wrong discretion
was used and that is fair.  And subjective.  I followed the rules and
directions and got the appropriate approvals.

On Sat, Feb 24, 2018 at 1:37 AM, Alicia Mattson <alicia.mattson at lp.org>
wrote:

>    Below I'm going to quote a number of LNC policies that we should keep
>    in mind for evaluating the subject of the day.
>    There is a large body of LNC policy establishing a framework of keeping
>    things on an even playing field.  Some of the policies were
>    specifically written after real-life experience with a situation that
>    generated objections.
>    Our policies require fairness regarding use of party assets by
>    pre-nomination candidates for public office, or for internal party
>    office.  Our policies forbid giving some national convention delegates
>    financial advantages over others.  Our policies require that "special"
>    agreements with affiliates (agreements not offered to all) require LNC
>    approval.  Our policies require advance approval of related party
>    transactions and then various financial disclosures beyond just FEC
>    reporting.
>    Earlier this term, Mr. Sarwark instructed staff to provide to Ms.
>    Harlos the login information for the LNC's Adobe Connect account so
>    that the Radical Caucus could use it for their caucus meeting.  Staff
>    then sent me a request to remind them of the login information.  We
>    don't have an LNC policy specifically about the use of party assets by
>    caucuses, however I objected based on the recurring theme of the other
>    LNC policies, and this offer was not being extended to all caucuses,
>    and the idea died there with Ms. Harlos agreeing that the Radical
>    Caucus would find another meeting option.
>    I think the current situation may run afoul of some of our policies
>    below, but we shouldn't have to write a policy to anticipate every
>    potential idea that might arise.  There's enough collective experience
>    on this board that good judgment should be able to spot the bad optics
>    here.
>    Policy Manual Section 2.03.4 :  Conventions
>    "The Party shall not directly or indirectly compensate or otherwise
>    underwrite or subsidize the convention travel, lodging (excepting room
>    upgrades which the Party received at no cost), entertainment costs or
>    speaker fees/honorariums of any Convention delegates. This policy shall
>    not prohibit the Party from underwriting organized convention events
>    offered to all donors of a particular level.  Nor shall it prohibit
>    delegates from receiving complementary meals or access to convention
>    events in rough proportion to their level of volunteer work.  All
>    volunteer compensation must be approved by the Convention Oversight
>    Committee, and contemporaneously published when actual compensation is
>    received."
>    Policy Manual Section 2.03.5 :  Credit Card and Expense Reimbursements
>    "... Travel expenses incurred by officers for the explicit purpose of
>    conducting Party business (excluding those incurred for the purpose of
>    attending LNC meetings) may be reimbursed.  Business travel expenses
>    not pre-authorized by the LNC must be deemed necessary and approved in
>    writing by the Chair to qualify for reimbursement. All travel expense
>    reports are to be audited by the Treasurer, and approved by the
>    Treasurer and the Chair."
>    NOTE:  This allows travel reimbursements for "officers".
>    Policy Manual Section 2.03.9 :  Related Party Reporting
>    "For each related party engaging in one or more financial transactions
>    with the Party, all interim financial statements shall include a report
>    of the status, nature and current and year-to-date amounts with respect
>    to such transactions, including contributions, expenses, loans,
>    commitments, guarantees or any other transaction."
>    Policy Manual Section 2.04.3 :  Contracts and Contract Approval
>    "All contracts or modifications thereto shall be in writing and shall
>    document the nature of the products or services to be provided and the
>    terms and conditions with respect to the amount of
>    compensation/reimbursement or other consideration to be paid. ... No
>    agreement involving a financial transaction with a related party shall
>    be executed unless first approved by the LNC. Any such agreement shall
>    be disclosed in a conflict of interest statement."
>    Policy Manual Section 2.08.2 :  Limitations on Party Support for Public
>    Office
>    "Party resources shall not be used to provide information or services
>    for any candidate for public office prior to the nomination unless:
>      * such information or services are available and announced on an
>        equal basis to all Libertarians who have declared they are seeking
>        that nomination,
>      * such information or services are generally available and announced
>        to all party members, or
>      * the service or candidate has been approved by the state chair."
>
>    Policy Manual Section 2.09.6 :  Limitations on Party Support for Party
>    Office
>    "Party resources shall not be used to provide information or services
>    for any candidate for party office unless:
>      * such information or services are available and announced on an
>        equal basis to all Libertarians who have declared they are seeking
>        that office, or
>      * such information or services are generally available and announced
>        to all party members."
>
>    Policy Manual Section 3.03.1 :  Affiliate Relationships
>
>    "Special agreements with states require the approval of the LNC."
>
>    NOTE:  I am not certain the exact motivation for adding this language,
>    but it may have been one of the following.  It could have been during
>    Project Archimedes in which states with partisan voter registration
>    were targeted for membership drives because there already existed a
>    list of people in that state who are philosophically aligned with the
>    party.  It could have been a situation during the Unified Membership
>    Program in which an affiliate combined state-specific mailings with LP
>    News.  It didn't cost the LNC additional expense.  The affiliate paid
>    the marginal cost of the extra postage, and the LNC paid the same
>    postage they would have otherwise incurred for LP News.
>
>    -Alicia
>
-------------- next part --------------
   ==Earlier this term, Mr. Sarwark instructed staff to provide to Ms.
      Harlos the login information for the LNC's Adobe Connect account so
      that the Radical Caucus could use it for their caucus meeting.
   Staff
      then sent me a request to remind them of the login information.  We
      don't have an LNC policy specifically about the use of party assets
   by
      caucuses, however I objected based on the recurring theme of the
   other
      LNC policies, and this offer was not being extended to all caucuses,
      and the idea died there with Ms. Harlos agreeing that the Radical
      Caucus would find another meeting option.===
   The deciding factor there was our contractual agreement with Adobe that
   you must be present to administer all meetings.  Libertarians keep
   contracts and that was unworkable.  Nick was perfectly amenable in
   letting other groups use it and making that widely known until that
   came up.  You could not be expected to attend all those meetings.  I
   think that personally was a bad deal to sign up for and that there are
   much better conferencing options (and cheaper) that could be used by
   more people, but that wasn't the issue then.  When adobe renewal comes
   up, there are far better options that don't require reliance on one
   person.
   ==Policy Manual Section 2.03.4 :  Conventions==
   This is speaking about national party conventions and delegates.
   == Policy Manual Section 2.03.5 :  Credit Card and Expense
   Reimbursements==
    ==   NOTE:  This allows travel reimbursements for "officers".===
   That is a good point and a very good catch but in context it certainly
   is in the context of the reality that officers will have to regularly
   do this and there was to be no question that it could be reimbursed.
   It does not say or imply that others could not be only that such was
   not an expected guarantee.  The main take away here is Party related
   activities.
   == Policy Manual Section 2.03.9 :  Related Party Reporting==
   And the treasurer had all this noted for the next report which is when
   it would have been included as per this section.
    == Policy Manual Section 2.08.2 :  Limitations on Party Support for
   Public
      Office==
   Not running for public office.
   ==Policy Manual Section 2.09.6 :  Limitations on Party Support for
   Party
      Office
      "Party resources shall not be used to provide information or
   services
      for any candidate for party office unless:
        * such information or services are available and announced on an
          equal basis to all Libertarians who have DECLARED they are
   seeking
          that office, or=== [emphasis added]
   I have not declared and this section obviously again means information
   and services related to that campaign.  Or does that mean you can no
   longer ask for services or information that have nothing to do with
   campaigning unless it is offered to me (if I declared)?  Of course
   not.  This is about providing support for campaigns for DECLARED Party
   candidates.  I was neither campaigning nor was I declared.
   == Policy Manual Section 3.03.1 :  Affiliate Relationships
      "Special agreements with states require the approval of the LNC."==
   I also have no idea what this means, but I cannot conceive of any
   intent in which it would apply here.
   No policies were violated.  You can have your opinion that wrong
   discretion was used and that is fair.  And subjective.  I followed the
   rules and directions and got the appropriate approvals.

   On Sat, Feb 24, 2018 at 1:37 AM, Alicia Mattson
   <[1]alicia.mattson at lp.org> wrote:

        Below I'm going to quote a number of LNC policies that we should
     keep
        in mind for evaluating the subject of the day.
        There is a large body of LNC policy establishing a framework of
     keeping
        things on an even playing field.  Some of the policies were
        specifically written after real-life experience with a situation
     that
        generated objections.
        Our policies require fairness regarding use of party assets by
        pre-nomination candidates for public office, or for internal
     party
        office.  Our policies forbid giving some national convention
     delegates
        financial advantages over others.  Our policies require that
     "special"
        agreements with affiliates (agreements not offered to all)
     require LNC
        approval.  Our policies require advance approval of related party
        transactions and then various financial disclosures beyond just
     FEC
        reporting.
        Earlier this term, Mr. Sarwark instructed staff to provide to Ms.
        Harlos the login information for the LNC's Adobe Connect account
     so
        that the Radical Caucus could use it for their caucus meeting.
     Staff
        then sent me a request to remind them of the login information.
     We
        don't have an LNC policy specifically about the use of party
     assets by
        caucuses, however I objected based on the recurring theme of the
     other
        LNC policies, and this offer was not being extended to all
     caucuses,
        and the idea died there with Ms. Harlos agreeing that the Radical
        Caucus would find another meeting option.
        I think the current situation may run afoul of some of our
     policies
        below, but we shouldn't have to write a policy to anticipate
     every
        potential idea that might arise.  There's enough collective
     experience
        on this board that good judgment should be able to spot the bad
     optics
        here.
        Policy Manual Section 2.03.4 :  Conventions
        "The Party shall not directly or indirectly compensate or
     otherwise
        underwrite or subsidize the convention travel, lodging (excepting
     room
        upgrades which the Party received at no cost), entertainment
     costs or
        speaker fees/honorariums of any Convention delegates. This policy
     shall
        not prohibit the Party from underwriting organized convention
     events
        offered to all donors of a particular level.  Nor shall it
     prohibit
        delegates from receiving complementary meals or access to
     convention
        events in rough proportion to their level of volunteer work.  All
        volunteer compensation must be approved by the Convention
     Oversight
        Committee, and contemporaneously published when actual
     compensation is
        received."
        Policy Manual Section 2.03.5 :  Credit Card and Expense
     Reimbursements
        "... Travel expenses incurred by officers for the explicit
     purpose of
        conducting Party business (excluding those incurred for the
     purpose of
        attending LNC meetings) may be reimbursed.  Business travel
     expenses
        not pre-authorized by the LNC must be deemed necessary and
     approved in
        writing by the Chair to qualify for reimbursement. All travel
     expense
        reports are to be audited by the Treasurer, and approved by the
        Treasurer and the Chair."
        NOTE:  This allows travel reimbursements for "officers".
        Policy Manual Section 2.03.9 :  Related Party Reporting
        "For each related party engaging in one or more financial
     transactions
        with the Party, all interim financial statements shall include a
     report
        of the status, nature and current and year-to-date amounts with
     respect
        to such transactions, including contributions, expenses, loans,
        commitments, guarantees or any other transaction."
        Policy Manual Section 2.04.3 :  Contracts and Contract Approval
        "All contracts or modifications thereto shall be in writing and
     shall
        document the nature of the products or services to be provided
     and the
        terms and conditions with respect to the amount of
        compensation/reimbursement or other consideration to be paid. ...
     No
        agreement involving a financial transaction with a related party
     shall
        be executed unless first approved by the LNC. Any such agreement
     shall
        be disclosed in a conflict of interest statement."
        Policy Manual Section 2.08.2 :  Limitations on Party Support for
     Public
        Office
        "Party resources shall not be used to provide information or
     services
        for any candidate for public office prior to the nomination
     unless:
          * such information or services are available and announced on
     an
            equal basis to all Libertarians who have declared they are
     seeking
            that nomination,
          * such information or services are generally available and
     announced
            to all party members, or
          * the service or candidate has been approved by the state
     chair."
        Policy Manual Section 2.09.6 :  Limitations on Party Support for
     Party
        Office
        "Party resources shall not be used to provide information or
     services
        for any candidate for party office unless:
          * such information or services are available and announced on
     an
            equal basis to all Libertarians who have declared they are
     seeking
            that office, or
          * such information or services are generally available and
     announced
            to all party members."
        Policy Manual Section 3.03.1 :  Affiliate Relationships
        "Special agreements with states require the approval of the LNC."
        NOTE:  I am not certain the exact motivation for adding this
     language,
        but it may have been one of the following.  It could have been
     during
        Project Archimedes in which states with partisan voter
     registration
        were targeted for membership drives because there already existed
     a
        list of people in that state who are philosophically aligned with
     the
        party.  It could have been a situation during the Unified
     Membership
        Program in which an affiliate combined state-specific mailings
     with LP
        News.  It didn't cost the LNC additional expense.  The affiliate
     paid
        the marginal cost of the extra postage, and the LNC paid the same
        postage they would have otherwise incurred for LP News.
        -Alicia

References

   1. mailto:alicia.mattson at lp.org


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