# Government affairs engagement file

Blank working checklist accompanying the IGAPA Intelligence framework:
https://igapa.net/intelligence/government-affairs-compliance-file-before-lobbying-engagement

Version: 2026-10-20. Complete this locally with your team. Do not upload completed records through the membership enquiry form.

## File ownership

- Engagement reference:
- Responsible file owner:
- Review date:
- Next review date:
- Legal or compliance reviewer:

## Before outreach

- [ ] Identify the represented client or organization, relevant entities and authorized instructions.
- [ ] Record the policy objective, scope of work and funding or representation questions requiring review.
- [ ] List the jurisdictions, institutions and contemplated types of activity.
- [ ] Record the registration or disclosure assessment, responsible reviewer and supporting source.
- [ ] Complete the conflict check and retain the decision and any required consents.
- [ ] Attach approved briefing materials and a source register with document dates and versions.
- [ ] Agree how the team will apply the Code of Conduct to identification, confidentiality, gifts and escalation.
- [ ] Assign the contact log owner and any filing or update deadlines identified by the reviewer.

## During the engagement

- [ ] Log contacts, represented interests, policy subjects, materials provided and follow-up actions.
- [ ] Mark uncertain disclosure questions for review, rather than recording an unreviewed conclusion as final.
- [ ] Record changes in instructions, represented entities, jurisdictions or funding.
- [ ] Reconcile the contact log with calendars and working records before any reporting deadline.
- [ ] Keep the review decision, date, reviewer and evidence used with each filed or approved version.

## Open questions

| Question | Owner | Supporting record | Due date | Decision and review date |
| --- | --- | --- | --- | --- |
| | | | | |

## Companion resources

- Blank contact log: https://igapa.net/resources/government-affairs-contact-log.csv
- Code of Conduct: https://igapa.net/code-of-conduct
- Membership enquiries: https://igapa.net/membership

This checklist organizes a working record. Complete jurisdiction-specific requirements with the responsible legal or compliance reviewer.