Membership Application Please direct any questions to a Membership Committee co-chair: Government Sector Katherine Duveneck Office of Sen. Ben Sasse (202) 224-4224 firstname.lastname@example.org Private Sector Melissa Mueller Capitol Tax Partners (202) 408-6223 email@example.com Please read carefully and complete all parts as required. Private Sector Membership Guidelines To qualify for membership, Private Sector members must have primary responsibility for representing an organization or client(s) on tax issues to federal legislators, their staffs, and/or policymakers at the Department of Treasury including the Internal Revenue Service. Generally, a candidate must be an active tax lobbyist or active participant in the tax legislative process in Washington, DC, and spend more than 50% of her time on those issues. Private sector membership is generally limited to 2 persons per organization and is capped at 110 members. Private Sector members must attend 6 events per year. Dues are $100 per year. Government Sector Membership Guidelines To qualify for membership, Government Sector members must have primary responsibility for developing and/or advising on tax policy for a Member of the Ways and Means or Senate Finance Committee. A government member may also primarily work on tax policy for the House Ways and Means Committee, Senate Finance Committee, Joint Committee on Taxation, the House and Senate leadership offices, and/or certain legislative positions at the Department of Treasury including the Internal Revenue Service or other selected legislative or executive branch agencies. There is no cap on government sector membership. Government Sector members are strongly encouraged to attend 3 events per year. Dues are $50 per year. Alumna Membership Guidelines Any member from the private or government sector who has experienced a change in circumstance and who has been a member in good standing for a minimum of two years may seek Alumna status. Alumnae may return to active Private Sector membership with priority over new applicants. Alumna members may only attend 3 events per year, plus the Issues Forum. Dues are $55 per year. Please Note All members who change employment should submit job change information as soon as possible using this form. For Government Sector members leaving public service, interim membership privileges may be permitted while the request for Private Sector membership is pending. However, this privilege is not automatic; it may be granted at the Board’s discretion if the member timely submits this form and has been an active participant and paid dues for the preceding two years (or time on the Hill if shorter). If not granted, there may be a gap in membership privileges, and two sponsors are required on the application. See instructions below for sponsorship guidelines. New applicants are encouraged to make themselves known to the members of Tax Coalition and the Membership Committee. An application may be deferred pending additional information to determine whether a candidate meets the membership criteria. Consideration of applications can take time and waiting lists for private sector admission can occur due to the membership cap. Thank you for your patience. Full Name*Membership Type Requested*Government Sector MembershipPrivate Sector MembershipAlumna MembershipAction Requested*New ApplicantCurrent MemberCurrent Member Action Requested*Job Change (Within Same Category)Job Change (Government to Private)Job Change (Private to Government)Alumna Returning to Active MembershipRequest for Alumna StatusContact InfoCurrent Employer/New Employer*Job Title*Office Address*Email*Office Phone*Home PhoneCell PhoneFormer EmployerTax Policy Criteria"Primary Responsibility" Criteria Primary responsibility will be measured by the following criteria: Specific job duties within the context of your organization Percentage of tax work during the year Relative proportion of time devoted to legislative versus non-legislative tax work Your office/organization's structure and where you fit within that framework Extent to which you have responsibility for the development of tax legislative policy and strategy Primary Responsibility*Do you have primary responsibility for developing and/or advising on tax policy, or representing an organization or client(s) on tax issues to federal legislators, their staffs, and policymakers as outlined in the membership guidelines above?YesNoAmount of time spent dealing with tax issues versus other issues (should total 100%)% Tax*Please enter a number from 0 to 100.% Other*Please enter a number from 0 to 100.Does anyone else in your office/organization handle legislative tax issues or tax lobbying?*YesNoHow do their responsibilities differ from yours?*Please list amount of time spent on the following activities (should total 100%)% Meeting with Constituents, Industry Representatives*Please enter a number from 0 to 100.% Policy Development (Research, Legislative Analysis, Bill Development, Meeting with other Policy Staff)*Please enter a number from 0 to 100.% Briefing your Member/Agency*Please enter a number from 0 to 100.% Committee Activities (Hearing, Markups, etc.)*Please enter a number from 0 to 100.% Constituent Mail*Please enter a number from 0 to 100.% Other*Please enter a number from 0 to 100.What are your other activities?*Please list amount of time spent on the following activities in the federal tax area (should total 100%)% Lobbying*Please enter a number from 0 to 100.% Legislative Monitoring*Please enter a number from 0 to 100.% Writing, Speeches, & Policy Analysis*Please enter a number from 0 to 100.% Industry Meetings*Please enter a number from 0 to 100.% Fundraising, Political Activities*Please enter a number from 0 to 100.% Other*Please enter a number from 0 to 100.What are your other activities?*Please list specific tax legislative experience*Be as thorough as possible, listing legislative subject areas worked on, bill numbers, and staff names, wherever applicable.Employing OrganizationPlease describe the organization of your office with titles and brief job description(s), and note to whom you report.*Is your employer an affiliate or subsidiary of another organization/company with a Washington office?*YesNoIf so, what organization/company?*Bio or ResumePlease attach your bio or resume covering your educational and professional background.*Accepted file types: pdf, doc, rtf, txt, odf, docx.SponsorsPrivate sector applicants require the sponsorship of two current members — one each from the private and government sectors.*I am seeking Private Sector membership. My sponsors are listed below.I am a former Government Sector member requesting Private Sector membership, and request interim membership privileges pending this job change application (generally requires being in good standing regarding active participation and payment of dues while in government). If granted, sponsors are not required. I understand that this is in the Board’s discretion, and if not eligible I may still apply for Private Sector membership with 2 sponsors.Sponsor Eligibility: Members of the Board of Directors, the Membership Committee, the Senate Task Force, and Members of Congress may not sponsor an application. If in doubt, ask the potential sponsor if she serves in these capacities or contact a Membership Committee co-chair. Please have your sponsors send an email to firstname.lastname@example.org stating the following or its equivalent: "I have reviewed this candidate's Tax Coalition eligibility. I know and am pleased to sponsor her, and to the best of my understanding she meets the membership requirements."Government Sector SponsorName*Email Address*Private Sector SponsorName*Email Address* This iframe contains the logic required to handle Ajax powered Gravity Forms.