Grassroots Advocacy Guidebook 2015 9/26/2014 Table of Contents Table of Contents ...........................................................................................................................................2 Introduction ..................................................................................................................................................3 Grassroots Advocacy 101 – Your Role as an Advocate .....................................................................................4 Academy of Nutrition and Dietetics Public Policy Priority Areas ......................................................................5 The Academy’s Public Policy and Advocacy Framework...................................................................................6 Public Policy Panel Structure ..........................................................................................................................8 Affiliate President ......................................................................................................................................9 Public Policy Coordinator.......................................................................................................................... 10 State Policy Representative ...................................................................................................................... 11 Consumer Protection Coordinator ............................................................................................................ 13 Reimbursement Representative ............................................................................................................... 14 Affiliate Delegate ..................................................................................................................................... 15 DPG Delegate ........................................................................................................................................... 16 DPG/MIG Policy and Advocacy Leader ...................................................................................................... 17 The Basics: How the Legislative Process Works ............................................................................................. 18 Working with your Elected Officials .............................................................................................................. 22 Tools of the Trade ........................................................................................................................................ 26 Sharing the Stories of your Advocacy Work................................................................................................... 27 Closing the Loop by Reporting on Your Activity ............................................................................................. 28 Academy Staff Contacts ............................................................................................................................... 29 Appendix ....................................................................................................................................................... i Public Policy Matrix and Position Descriptions ................................................................................................ii Public Policy Resources ................................................................................................................................ xv Common Legislative Terms ........................................................................................................................ xviii Federal Agency Acronyms ........................................................................................................................... xxi Academy of Nutrition and Dietetics Acronyms ............................................................................................ xxii Success in Advocacy .................................................................................................................................. xxiii Tips for Contacting your Member of Congress ............................................................................................ xxvi How to Engage Your Member of Congress ................................................................................................xxviii Legislative Meeting Tracking Form.............................................................................................................. xxx Request for ANDPAC Contribution Form .................................................................................................... xxxi 2 Introduction The Academy of Nutrition and Dietetics is committed to improving the nation’s health and advancing the profession through research, education and advocacy. Public policy and advocacy are core functions of the Academy and are critical to achieving the mission, vision, goals and strategies of the Academy. Public policy significantly influences and shapes the public image of the Academy and that of the nutrition and dietetics profession. The goal of the Academy is to help improve the health of Americans and to ensure that the public trusts and chooses Registered Dietitian Nutritionists (RDNs) and Nutrition and Dietetic Technicians Registered (NDTRs) as the food and nutrition experts. Public policy and advocacy efforts can enhance the value of the Registered Dietitian Nutritionist and position the RDN in the forefront of the policy process by passing effective legislation and issuing regulations that support the Academy’s priorities. The Grassroots Advocacy Guidebook provides the affiliate, DPG and MIG public policy leaders with the guidance for improving your grassroots policy and advocacy work. What does grassroots really mean? Grassroots refers to any advocacy activity that happens at the local or community level. Your role as public policy leaders is extremely important to the advocacy efforts of the Academy. The power of grassroots activism has become a pivotal element in our political system and the influence of grassroots is expanding exponentially. By educating your state and federal legislators and sharing with them your personal experiences in practice, you can make the critical difference in our nation’s health and nutrition policy. Margaret Mead stated, “Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it’s the only thing that ever has.” 3 Grassroots Advocacy 101 – Your Role as an Advocate Your elected officials and their staff in Washington, D.C., and your state capitol are there for you. Voters like you elected them to office and it is the central focus of an elected official’s job to respond to voter concerns. They need to hear from constituents regarding issues of importance. They also need to hear from us about critical nutrition and health issues. We must be able to define our role as the expert in nutrition or others will define it for us. As a public policy team member, your role is to be an advocate for our profession and the health of our nation. Grassroots advocates raise the level of awareness regarding certain causes and issues at the local, state or federal levels. Unlike “direct lobbying,” grassroots advocacy relies almost entirely on volunteers and not professional lobbyists to contact legislators and other government officials regarding specific issues involving legislation and regulations. Grassroots advocacy is one of the most common forms of lobbying. It has become an increasingly popular way for associations to harness the thoughts and ideas of their members in order to create change within the public policy sphere of influence. The power of “grassroots advocacy” has become a pivotal element in our political system and the influence of grassroots efforts is expanding. Many legislative and regulatory issues have been identified and addressed because groups of dedicated individuals made their voices heard. Your elected representatives in Congress and state legislatures discuss legislation that is important to nutrition professionals routinely. Medicare and Medicaid coverage, child and older adult nutrition programs, agriculture and food access, licensure and managed care mandates all have impacts on the nutrition and dietetics profession. The Academy’s Policy Initiatives and Advocacy (PIA) Team in Washington, D.C., is very involved in identifying opportunities and challenges in legislative and regulatory activity, building effective alliances and partnerships with other organizations and maintaining a presence with elected officials. These efforts cannot begin to make the impression that thousands of Academy members can make individually. By educating your representatives and sharing your personal experiences in practice, you can make a difference in our nation’s health and nutrition policy. 4 Academy of Nutrition and Dietetics Public Policy Priority Areas The Academy of Nutrition and Dietetics is committed to improving the nation’s health and advancing the profession through research, education and advocacy. Public policy and advocacy are core functions of the Academy and are critical to achieving the mission, vision, goals and strategies outlined in the Strategic Plan Roadmap. Public policy significantly influences and forms the public image of the Academy and that of the dietetics profession. Advocacy within the Academy involves member leaders of the Legislative and Public Policy Committee (LPPC) and the Academy of Nutrition and Dietetics Political Action Committee (ANDPAC), affiliates and Dietetic Practice Groups (DPGs) and Member Interest Groups (MIGs) and thousands of grassroots members to achieve advocacy goals. Members of the Academy of Nutrition and Dietetics work on a broad range of issues to improve the nutritional and health status of Americans. Our members are recognized for their contributions and influence in food, nutrition and health policy. To help focus and guide our policy efforts, the following priority areas and issues have been identified: Consumer and Community Issues 1. Prevention and treatment of chronic disease, including health care equity 2. Meeting nutrition needs through the life cycle: Maternal and child nutrition to healthy aging 3. Quality nutrition and food through education, production, access and delivery 4. Nutrition monitoring and research Professional Issues 1. Licensure: Protection of the public 2. Workforce demand: Assuring the public has access to nutrition services delivered by qualified practitioners 3. Outcome driven nutrition services in changing health systems Supportive research has been identified for each of these priority areas which includes current position papers and topics addressed in the Evidence Analysis Library (EAL). The Academy’s public policy stances are developed by the LPPC and approved by the Board of Directors. Input is solicited from member experts in the area of practice. Academy positions are statements based on scientific evidence that are published in the Journal of the Academy of Nutrition and Dietetics. Position statements are periodically reviewed, revised and in certain cases, retired by the Academy Position Committee. Public policy stances are developed by the LPPC and approved by the Academy Board of Directors when a formal position has not been published by the Academy on an issue that is relevant to the public policy priority areas. The Academy speaks with one voice on public policy issues. No affiliate, dietetic practice group or member interest group should advocate a position that is inconsistent with official Academy positions. Since there is a need for a consistent Academy message on public policy issues, affiliates, DPGs and MIGs are asked to consult with the PIA staff before making a statement on a policy issue. 5 The Academy’s Public Policy and Advocacy Framework The framework for the Academy’s public policy and advocacy efforts includes: The Legislative and Public Policy Committee The Academy of Nutrition and Dietetics Political Action Committee The Affiliates’ Public Policy Panel The DPG/MIG Involvement The Academy’s Legislative and Public Policy Committee The Legislative and Public Policy Committee (LPPC) helps guide the Academy’s public policy work including, but not limited to, activities related to national and state legislative and regulatory issues. The LPPC reports to the Academy's Board of Directors and House of Delegates. The Committee meets once a month via conference call and at the annual FNCE® and Public Policy Workshop events. In fulfilling its responsibilities, the LPPC collaboratively receives information, positions and guidance of other Academy committees, task forces, workgroups and teams. The Committee consists of twelve members of the Academy plus the President-elect, Speaker of the House, ANDPAC Chair and others serving as ex-officio members. The Academy's President and Speaker appoint all members and Ex-officio members for staggered three-year terms. The Legislative and Public Policy Committee (LPPC) provides guidance for the legislative and public policy activities of the Academy of Nutrition and Dietetics. There has been significant progress in the development of the public policy panel (PPP) over the past several years as the Academy has strived to further develop its grassroots network in the affiliates. The LPPC’s role in providing oversight requires collaboration with the Policy Initiatives and Advocacy (PIA) staff in defining, executing and measuring the work of the PPP. Academy of Nutrition and Dietetics Political Action Committee ANDPAC is the Academy of Nutrition and Dietetics Political Action Committee — and is the only political action committee broadly focused on food, nutrition and health. It ranks among the top health professional political action committees in the country. The goal of ANDPAC is to support pro-nutrition candidates for federal office. The ANDPAC website, Eatright.org/ANDPAC, offers Academy members the opportunity to explore many of the issues and activities involving political action and nutrition and dietetics, as well as a directory of relevant links. ANDPAC encourages Academy members to attend local fundraisers for members of Congress. One of the Academy's priorities for this year is to integrate grassroots, advocacy efforts and ANDPAC activities. Sponsoring Academy members to attend local fundraisers is part of that process. Academy member attendance at locally held fundraisers helps the Academy's advocacy efforts in several ways: Academy members have the opportunity to get involved in advocacy and greater involvement strengthens the Academy's grassroots network. Congressmen prefer to hear from their constituents about issues. Local fundraisers are considerably less expensive to attend than those in Washington, which is a more efficient use of ANDPAC dollars. Local events tend to be smaller, so Academy members are likely to have more "face time" with the congressman. If dietetics is your profession, policy should be your passion! 6 Affiliate Public Policy Panel The Public Policy Panel (PPP) was established to engage members to affect positive policy change for our profession. One of the most powerful advocacy assets of a member-based organization is its potential for grassroots advocacy. The PPP allows for each affiliate to be a voice on policy at the local, state and federal level. The PPP is used to describe the seven or more volunteer member leader positions who work together to affect policy change. The public policy matrix (see Appendix A) describes the different positions that are integral to the PPP. The LPPC offers this matrix as a first step that ensures all organizational units and committees have a clear understanding of the PPP as it relates to policy and advocacy efforts. It is noted that the Reimbursement Representatives fall under the jurisdiction of the Nutrition Services Coverage Team (NSC). The matrix includes information on the following areas: Description Key relationships (including external stakeholders) Staff Liaison DPG/MIG Involvement with Legislation and Public Policy Issues DPGs/MIGs are fundamental to achieving the Academy’s public policy goals. The Academy’s Dietetic Practice/Member Interest Group Policy & Procedure Manual provides the guidance for the DPG/MIG involvement with legislation and public policy issues (Policy Number P-5 DPG/MIG Involvement with Legislation and Public Policy Issues). In order to collaborate to the highest level possible, the following should occur: 1. Identify one member of the DPG/MIG to serve as the Policy and Advocacy Leader (PAL). 2. Identify members of the DPG/MIG with expertise on relevant issues to serve as content experts for policy initiatives as requested. 3. Communicate the DPG/MIG’s public policy goals annually to the PIA team through the development of a public policy plan of work or other document that outlines the regulatory, legislative and other public policy goals of the DPG/MIG. 4. Meet with PIA staff to collaborate on the Academy’s public policy priority areas and/or discuss emerging public policy issues. 5. Promote and participate in Academy action alerts and engage DPG/MIG members in grassroots advocacy efforts. 6. Provide content expertise for Academy public policy initiatives at the local, state and federal levels including regulatory comment submissions, stance or position development and review and legislation language development and review using the process outlined in the policy. 7. Support the Academy’s public policy positions and stances. DPG/MIG developed messaging materials that are practice-area specific must be submitted to the DPG/MIG Relations Manager and to PIA staff for approval. 8. Communicate with the Academy DPG/MIG manager and the PIA team prior to advocating on a position or stance. DPG/MIGs are restricted from publicly advocating for a position/stance on behalf of the DPG/MIG that is not consistent with the Academy’s official position, including submitting regulatory or other public comments. 7 Public Policy Panel Structure Each affiliate may choose to include additional members on the panel. The affiliate president-elect is not included on the panel, but assists the affiliate president with oversight of the PPP. Positions include: Affiliate President (AP) Public Policy Coordinator (PPC) State Policy Representative (SPR) State Regulatory Specialist (SRS) Consumer Protection Coordinator (CPC) Reimbursement Representative (RR) Delegate – Affiliate Delegate – DPG DPG Policy and Advocacy Leader (PAL) Affiliate panels are encouraged to invite other members to be part of the panel to enhance volunteer participation in public policy activities. Dietetic Practice Groups (DPG) and Member Interest Groups (MIG) members are important resources for affiliate Public Policy Panels. The Public Policy Coordinator is encouraged to chair the PPP meetings. Minutes should be kept for all meetings and conference calls. Each meeting of the PPP should be seen as an opportunity to discuss relevant policy priorities specific to your affiliate or DPG/MIG. Informing and educating members on the substance of the issues allows for the effective development of grassroots and advocacy initiatives. The Academy recommends that affiliates develop a mentoring program and engage members on initiatives to build a pool of involved participants from which to draft leaders and create a smooth transition for the PPP year after year. Consider every meeting as a chance to recruit future policy leaders. Panel members should serve for three consecutive years. This gives the panel continuity and time to develop future leaders. When changing leader positions, an affiliate may wish to consider co-leaders during the third year term. Below is an outline of the tasks and checklist for the year for PPP members. Leaders may use the form for easy tracking. Position specific position descriptions are located in the Grassroots Advocacy Guidebook Appendix. 8 Affiliate President The Affiliate President serves as the link between the affiliate board and the public policy panel. The president also provides leadership and guidance to PPC and PPP. The Affiliate President responsibilities include: Tasks Provide leadership and guidance to PPC and other PPP members Participate in meetings with PPP Participate or assign a designee participating on monthly Academy Public Policy Open Forum webinars and quarterly informational webinars Appoint members of your state PPP as appropriate during your term as president Provide recommendations to the governor for appointments to the licensure/certification board Encourage members to attend FNCE® and Public Policy Workshop (PPW) Assist PPC with effort to have affiliate members attend at least 5 indistrict events (town hall, tele-town hall, PAC event) per year Promote and encourage regular public policy updates, action alert participation and other policy or legislative updates Work with members to develop constituent relationships with state and federal legislators Assist with member “Call to Action” for federal and state issues Attend Public Policy Workshop (PPW) Attend Academy public policy and advocacy orientation training webinar Attend Academy affiliate president position training webinar Assist with development of affiliate annual public policy plan of work Place PPP goals and priorities on affiliate board agenda Assist with developing communication strategy for affiliate public policy activities Assist PPP with planning for congressional district meetings during August work period Participate on conference call with Academy Director, Grassroots Advocacy Schedule and attend meeting with Academy Director, Grassroots Advocacy at FNCE® Assist affiliate president-elect with appointing PPP members for upcoming year PIA Staff Contact: Teresa Nece, [email protected] 9 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing June June June Summer Summer Summer Summer Summer/Fall Fall Winter/Spring Public Policy Coordinator The Public Policy Coordinator (PPC) role is to educate affiliate members on the federal legislative and public policy issues that affect their area(s) of practice. The PPC is the key connection between the Academy Policy Initiatives and Advocacy (PIA) staff and your affiliate leaders. The PPC is encouraged to coordinate and facilitate the PPP meetings. The Public Policy Coordinator responsibilities include: Tasks Plan, schedule and facilitate PPP meetings Lead effort on expanding grassroots member volunteer base in home state Assist affiliate members with developing constituent relationships with members of Congress Participate on monthly Academy Public Policy Open Forum webinars and quarterly informational webinars Provide affiliate members with timely public policy updates (example, quarterly newsletter) Coordinate effort to have affiliate members attend at least 5 in-district events (town hall, tele-town hall, PAC event) per year Coordinate federal legislative affiliate activities Coordinate federal action alerts using approved PIA message and sends “Call to Action” to members Provide instruction on, encouragement and reminders to respond to action alerts utilizing the Academy’s Grassroots Manager Identify policy presentations to be included on agenda at annual affiliate meetings/conferences Monitor action alert metrics and identifies strategies to increase member participation Attend PPW Attend Academy PPC position training webinar Attend Academy public policy and advocacy orientation training webinar Identify members of the PPP and develop a committee roster Lead the development of affiliate annual public policy plan of work Present goals and priorities to affiliate board for approval Create a communications plan mapping out how information will be conveyed to affiliate board of directors, members and Districts (if applicable) Identify one affiliate member liaison in each congressional district to be the key contact for policy issues with member of Congress Identify one affiliate member to be an expert in each of the priority areas Plan for congressional district meetings during August work period -schedule meetings with Congress members, involve members and develop a plan for “Take Your Member of Congress to Work” campaign Schedule and participate on conference call with Academy Director, Grassroots Advocacy – include PPP members Schedule and attend meeting with Academy Director, Grassroots Advocacy at FNCE® Communicate with PPW affiliate attendees Set up congressional meetings to be conducted during PPW, facilitate meetings and follow-up communications PIA Staff Contact: Teresa Nece, [email protected] 10 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing June June June Summer Summer Summer Summer Summer Summer Summer Summer/Fall Fall Spring Spring State Policy Representative The State Policy Representative (SPR) monitors and keeps members informed on key state legislative issues. Throughout the year it is important for the SPR to take the lead in meeting with the state legislators who serve on committees with jurisdiction on issues impacting food, nutrition and health legislation. This outreach helps build relationships and increase visibility of the profession. The State Policy Representative responsibilities include: Tasks Coordinate affiliate state legislative activities and advocacy efforts Participate in meetings with PPP Monitor state legislation and advocacy opportunities Work with PIA staff to align affiliate activities with Academy priorities Communicate updates on state legislation and programs to affiliate members regularly Develop state level action alerts and mobilizes members at grassroots level Assist with member “Call to Action” for federal and state issues Coordinate and meet with State Legislators on issues as needed Coordinate and meet with state agencies and potential coalition partners to advance state initiatives as needed Participate on monthly Academy Public Policy Open Forum webinars and quarterly informational webinars Participate in development of affiliate annual public policy plan of work Attend Academy SPR position training webinar Attend Academy public policy and advocacy orientation training webinar Coordinate, plan and attend Legislative Day at state Capitol Coordinate and attend meeting with Governor annually PIA Staff Contact: Teresa Nece, [email protected] 11 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Summer June June Fall/Winter Fall State Regulatory Specialist____________________________________ The State Regulatory Specialist (SRS) monitors state regulatory initiatives and identifies opportunities in state rulemaking upon passage of legislation. The SRS is the lead on issues relating to health care reform. The State Regulatory Specialist responsibilities include: Tasks Identify opportunities in state rulemaking upon passage of state legislation Review monthly, regulatory language through state regulatory action reports and report back to the PPP on potential impact of state initiatives Participate in meetings with PPP Participate in the training on how to read regulations and create relationships with necessary partners Meet with state regulatory agencies to advance state initiatives Participate on monthly Academy Public Policy Open Forum webinars and quarterly informational webinars Work with PPP to monitor state and federal legislation Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Monitor state regulatory activities Ongoing Prepare comments, letters and communications to elected officials, state regulatory boards and state agency directors Monitor insurance department/insurance exchange rules and regulations and communicate with the reimbursement representative Participate in state meetings/initiatives related to health care reform Ongoing Assist with member “Call to Action” for federal and state issues Ongoing Attend Academy SRS position training webinar Attend Academy public policy and advocacy orientation training webinar Participate in development of affiliate annual public policy plan of work Participate in Legislative Day at state Capitol PIA Staff Contact: Pepin Tuma, [email protected] 12 Ongoing Ongoing June June Summer Fall/Winter Consumer Protection Coordinator The Consumer Protection Coordinator (CPC) informs the affiliate about consumer protection issues and monitors the activities of state licensure, certification or regulatory boards. The Consumer Protection Coordinator responsibilities include: Tasks Monitor consumer protection issues and their impact on the affiliate’s licensure statute and related issues through state tracking service and other resources Participate in Academy consumer protection issues meetings, webinars and monthly Academy Public Policy Open Forums Communicate with the PPP on consumer protection and licensure issues impacting the public and the profession Develop a plan to assure that RDNs and consumers know how to and can easily report statute violations as well as success and effectiveness stories of RDNs Attend all licensure/certification board meetings and report back to the affiliate board Monitor the status of RDN licensure/certification board terms of office Monitor the overall licensure/certification board structure with regard to professional representation roles Assist affiliate board with recommendations to the governor for appointments to the licensure/certification board Assist affiliate board with confirming governor’s action on appointment of RDN licensure board members Keep affiliate board aware of sunset dates and collaborate with affiliate leadership regarding a plan for sunset preparation Lead the plan for effective strategies regarding preparation for sunset Maintain compendium of current state licensure statutes and regulations and licensure board meeting minutes, annual reports or other pertinent communications Provide testimony when necessary on behalf of the affiliate at licensure related public hearings PIA Staff Contact: Pepin Tuma, [email protected] 13 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Reimbursement Representative The Reimbursement Representative (RR) serves as a local resource for Academy members who have questions about reimbursement issues and serves as coordinator of local advocacy efforts to expand state (Medicaid) and local (private payer) nutrition coverage policies. The RR reports to the PPP, Affiliate board or DPG executive committee and Nutrition Coverage Services team. The Reimbursement Representative responsibilities include: Tasks Participate in meetings with PPP Initiate or support local coding and coverage issues including coverage expansion and/or integration of RDNs into alternate delivery and payment models among third party payers or other decision makers Communicate on topics including Medicare, Medicaid and private sector coverage Direct members to federal, state and private insurance coding and coverage resources Collect and utilize information and resources on coding and coverage Provide information on insurance coding and coverage resources as they pertain to federal and state policies Support coding and coverage issues on the local level by initiating advance members’ coverage activities with third party payers or other decision makers Participate in Academy health care reform education and training Serve as a resource for members in their Affiliate or DPG areas for inquiries on local nutrition services coverage and Medicare Part B MNT/DSMT services Monitor insurance department/insurance exchange rules and regulations and communicate with the state regulatory representative Assist with member “Call to Action” for federal and state issues Attend Academy RR position orientation conference call Attend Academy public policy and advocacy orientation training webinar Participate on monthly Public Policy Open Forum webinars and quarterly informational webinars Participate in development of affiliate annual public policy plan of work Coordinate and attend meetings with state Insurance Commissioner and Medicaid Director Participate in Legislative Day at state Capitol NSC Staff Contact: Marsha Schofield, [email protected] 14 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing July June Ongoing Summer Fall/Winter Affiliate Delegate The Affiliate Delegate serves as the affiliate voice in the House of Delegates and ensures alignment of public policy activities with Academy legislative priorities. The Affiliate Delegate responsibilities include: Tasks Ensure alignment of affiliate public policy activities with Academy legislative priorities Participate in meetings with PPP Provide process orientation to public policy panel Assist with grassroots mobilization for responding to federal/state legislation and regulations Assist with implementation of communication strategy (e.g., visits to districts with messages related to legislative and regulatory issues) Provide input and advice as needed Review quarterly affiliate public policy report in order to prepare for HOD meetings Assist with member “Call to Action” for federal and state issues Attend Academy PIA Delegate position training webinar Attend Academy public policy and advocacy orientation training webinar Participate in development of affiliate annual public policy plan of work PIA Staff Contact: Teresa Nece, [email protected] 15 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing June June Summer DPG Delegate The DPG Delegate serves as the DPG voice in the House of Delegates and ensures alignment of public policy activities with Academy legislative priorities. The DPG Delegate responsibilities include: Tasks Ensure DPG follow advocacy guidelines Participate in DPG meetings Provide process orientation to DPG leaders and executive committee Assist with grassroots mobilization for responding to federal/state legislation and regulations Assist with implementation of communication strategy (e.g. visits to districts with messages related to legislative and regulatory issues) Provide input and advice as needed Review quarterly DPG public policy report in order to prepare for HOD meetings Attend Academy public policy and advocacy orientation training webinar Participate in development of DPG annual public policy plan of work PIA Staff Contact: Teresa Nece, [email protected] 16 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing June Summer DPG/MIG Policy and Advocacy Leader The DPG/MIG Policy and Advocacy Leader (PAL) serves as the DPG/MIG link with PIA and provides expert content to PIA for advocacy efforts, messaging and regulatory comments. The DPG/MIG Policy and Advocacy Leader responsibilities include: Tasks Identify and recruit members with expertise on relevant issues to serve as content experts for public policy initiatives as requested Meet with PIA staff to collaborate on the public policy priority areas as requested by either the DPG/MIG or PIA staff Promote and participate in Academy action alerts and engages DPG/MIG members in grassroots advocacy efforts Submit DPG/MIG’s recommendations for Academy public policy initiatives including regulatory comments, stance or position development and review and legislation language development and review Communicate with members and committees to elicit timely response to legislative and regulatory issues Keep Executive Committee (EC) and members informed about legislative and regulatory issues via newsletters and other communication pathways Encourage DPG/MIG members to work closely with state public policy panel leaders on regulatory and legislative issues, especially when a strong grassroots effort is needed Attend Academy PAL position training webinar Attend Academy public policy and advocacy orientation training webinar Attend Public Policy Workshop (PPW) in Washington, D.C. Communicate public policy goals annually to PIA staff through the development of a public policy plan of work or other document that outlines the regulatory, legislative and other public policy goals of the DPG/MIG PIA Staff Contact: Teresa Nece, [email protected] 17 Completion Date Timeline Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing Ongoing June June June Summer/Fall The Basics: How the Legislative Process Works Congress begins its session in January of odd numbered years with a two-year time frame being referred to as a Congress. The Congresses are numbered sequentially. For example, the current Congress in session from January of 2013 through December of 2014 is referred to as the 113th Congress. Our system currently provides for a two-year term of office for House members from the 435 population-based districts. In the Senate, voters of each state elect two Senators, who serve 6-year terms that overlap (such that only one-third of the chamber is up for election in any given election cycle). In our two-party system, most elected representatives are members of the Republican or Democratic Parties. The party with the most members in a house of Congress is referred to as the “majority party,” and the other party is referred to as the “minority party.” The House Speaker of the House – Chosen by a majority party vote, followed by a majority vote of the full House. The Speaker presides over all sessions, the scheduling of votes and who is recognized to speak. The Speaker also has responsibility for referring bills to the appropriate committee, for appointing members to conference committees and chairing the majority party committee that makes all party assignments and nominates committee chairman. Committee chairmen must be approved by a vote of that party’s members. House Majority Leader – Serves as the party’s major spokesperson for its legislative agenda. Working with the Speaker, the House Majority Leader develops and coordinates the party’s legislative platform for the Congressional Session. House Majority Whip – Responsible for winning party support for legislation supported by his or her party leadership. He or she conducts “head count” votes to determine the level of support for a bill before an actual vote. These head counts are used by leadership to influence members who remain undecided. The minority party has identical positions called the House Minority Leader and House Minority Whip. The Senate Senate Majority Leader – Elected by members of the majority party and guides the process of determining the flow of debate over legislation. Senate Majority Whip – Has the same function as the House Majority Whip. The minority party has identical positions called the Senate Minority Leader and Senate Minority Whip. Committees: The Legislative Work Room The real work of making legislation happens in committees. After being introduced, bills are referred to committee. Here they are researched by staff and debated. Thousands of bills are introduced each session. A committee can bring a bill to a vote quickly or decide to take no action. Committees hold hearings while they debate a specific bill and this often provides opportunity for expert and public testimony. Members typically serve on a small number of committees, often for many years, allowing them to become highly knowledgeable in certain policy areas. Committee chairpersons hold some of the most important powers in Congress. All committees are chaired by a member of the majority party, though chairs often work 18 closely with the committee’s ranking member, the most senior member of the minority party on the committee. Committees and their subcommittees are set up to deal with specific areas of legislation. The names of the committees and their structures are different for the House and Senate, although they cover the same issues. The committees that are typically involved with nutrition and health related issues of importance to the Academy include: Senate Finance Committee Senate Committee on Health, Education, Labor and Pensions Senate Committee on Agriculture, Nutrition and Forestry o Subcommittee on Nutrition, Specialty Crops, Food and Agricultural Research Senate Special Committee on Aging Senate Appropriations House Appropriations House Ways and Means Committee and its Health Subcommittee House Energy and Commerce Committee and its Health and Environment Subcommittee House Committee on Education and Workforce o Subcommittee on Health, Employment, Labor and Pensions House Committee on Agriculture o Subcommittee Department Operations, Oversight and Nutrition For each committee, a staff of legal and technical experts and other aides advise legislators on the issues. These staff members look to outside sources when doing their research, so it is important to build relationships with staff members. For data on the economic impact of legislation, committee staff members rely on studies from the U.S. Government Accounting Office (GAO) and the Congressional Budget Office (CBO). It is helpful to have knowledge of the economic impact of any proposed legislation to speak about it effectively. How a Bill Becomes a Law Introduction of the Bill: A member or group of members of Congress introduces a bill. It is assigned a number (with “HR” preceding bills introduced in the House and “S” preceding bills introduced in the Senate) and a name. It is then referred to a committee. The original sponsor or co-sponsors of the bill take the responsibility for guiding a bill through the legislative process. The ideas for proposed legislation and the language in bills are often developed in collaboration with constituents and organizations like the Academy. The Committee Process: The committee process usually determines whether a bill is passed, defeated or ignored. When a committee selects a bill for consideration, the staff begins by doing preliminary research to determine how to proceed in the subsequent phases of consideration. This is a critical time for Academy members to be in touch with committee staff and the staff of legislators, to point them toward important sources of information and expert witnesses. If the bill is recommended for further action, the committee conducts public hearings to become aware of varying opinions about the bill. Afterwards, the bill is scheduled for “mark up.” This is a time when the committee discusses a bill line by line, making any changes they agree upon. Mark up is another important time for phone calls and letters to legislators. After markup is completed, the committee decides whether or not to report the bill out of committee to the Senate or House for a vote. The committee issues a report on each bill it considers fully. The report includes an explanation of the bill and its implications and a full range of opinions expressed about the bill. Floor Action: In the House, the House Rules Committee determines how a bill is treated. The Rules Committee determines how much time will be devoted to debate, how and if amendments can be proposed and timing of 19 the vote. In the Senate, the Senate Majority Leader works with other leaders to determine how the bill will be considered. Before a floor vote is a good time to contact your elected official. Conference Committee: A bill that has been passed by both the House and Senate moves to a conference committee which is made up of members of each chamber. The committee works out any differences between the House and Senate versions of the bill. The revised bill is sent back to both chambers for their final approval. Before a bill can be sent to the President, it must pass both the House and Senate in identical form. The President’s Options: The Constitution gives the President 10 days to sign or veto a bill. The President has the following options for action: 1) Veto the bill and send it back to Congress for further debate and consideration. It takes 2/3 of both bodies to override a Presidential veto. 2) Leave the bill unsigned. If Congress is in session for 10 consecutive days (not including Sunday) and the President does not sign the bill, it automatically becomes a law. If Congress recesses during the 10-day period, the bill is automatically vetoed. 3) Sign the bill into law and direct it to the appropriate agencies for implementation. Most state governments operate in a similar fashion, although each state has its own unique process for how and when bills may be introduced and considered and what responsibilities the governor has in the process. Implementation of a New Law After a bill becomes a law, it is referred to a federal agency to write rules and regulations for how it will be implemented and enforced. It is very important for the Academy to stay involved as these agencies draft the rules. The agencies often hold public comment periods and sometimes public hearings to obtain input for the most effective ways to implement the law. Working with Legislative Staff: Who’s Who All Members of Congress have staff in both Washington, D.C., and back in their district/state. They have significant influence on the legislator’s schedule, priorities and positions. The following are common staff member titles and their designated responsibilities: Administrative Assistant (AA) or Chief of Staff (CoS): The AA acts as the executive assistant or chief of staff and often is in charge of all office operations including the assignment of work and the hiring of staff. He or she is usually involved in many political and policy decisions. Legislative Director (LD): The LD monitors the legislative schedule and makes recommendations regarding the pros and cons of particular issues or proposals. Works with the Member of Congress and AA/CoS to determine legislative priorities, oversees development of legislative proposals and directs the work of the legislative staff. Legislative Aide or Assistant (LA): The LA focuses on particular policy issues such as health, education or taxes. Duties include keeping the elected official up to date on developments in a specific legislative area. LA’s often write the elected official’s speeches and position papers. Legislative Correspondent (LC): The LC answers letters and calls from constituents. Press Secretary or Communications Director: Builds and maintains open lines of communication between the Member, the media, the constituents and the general public. Serves as the Member’s spokesperson. Scheduler: Makes all appointments for the elected official. Staff Assistant: Greets visitors to the Member’s office. Responds to constituent requests for information. Performs general administrative duties. 20 Similarly, committee staffs have varying titles and responsibilities, with policy analysts and legal counselors playing key roles. Contact the committee directly to determine titles, names and roles. When contacting the offices of elected officials, be sure to establish good rapport with all staff members because they provide access to the elected official. Keep the following points in mind when working with Congressional staffers: Remember who they are. They are key figures in developing policy. Do not overestimate what they know. They often need outside expertise. First, ask how familiar they are with a particular subject so you can tailor your remarks to their knowledge level. Do not underestimate their influence. Legislators trust them, depend on them and act on their suggestions. They make recommendations to direct the Member’s position and actions. Junior staffers are often promoted to senior positions, so it is important to treat all staffers with respect. Be honest. Provide accurate, complete information to maintain your credibility. If you don’t know an answer, make sure to get back to them with the correct information. Provide summarized, useful information. Information should be concise and have references. Follow-up. Congressional staff are extremely busy and may easily forget your issue unless you follow-up. Be a resource and stay connected. Maintain regular contact and offer to be a resource on which the staffer can rely. Send updates or articles you think may be of interest in keeping up to speed on key issues. Express thanks to the Member of Congress and staff. 21 Working with your Elected Officials The key principle to remember in working with elected officials, whether they are your representatives in Washington or your state capitol, is they are driven by their perceptions of what their voters want. These perceptions are formed by a combination of what they observe in: letters, emails and phone calls from constituents meetings with constituents town meetings or other public forums with constituents meetings with political allies meetings with lobbyists media coverage social media research conducted by their staff members their own surveys of voters Almost every one of these interactions creates an opportunity for Academy members to influence elected officials' perceptions about the importance of nutrition and health issues to their constituents. Understanding a few core principles about communicating with elected officials will mean that every opportunity is used to the fullest. “All politics is local”: This cardinal rule was often repeated by a life-long political player, former Speaker of the House "Tip" O'Neill. It means that federal policy is impacted at a local level and that local examples can often provide a more meaningful picture than national statistics. It also means that the involvement of local people and organizations will get the attention of the official more effectively than a contact in Washington. Additionally, local voters, local newspapers and local TV stations are as important, if not more important, to an elected official as party leaders or political power brokers. This is why it is so important to have patients, health leaders in your community and the leaders of business and other organizations in your area speak on behalf of your issue. If you are involved in other leadership positions in your community (e.g. on a hospital Board, a member of Rotary, PTA officer, etc.) mention that along with your professional affiliation. Every communication with your elected official should contain local information. A picture is worth a thousand words: Another aspect of this personal style of grassroots activism is the power of visual images. A photograph, a video clip, a graph or a picture drawn by a child can capture a story more vividly than a page full of text. Visual images are tremendously effective not only in TV, but are also effective attached to a letter, included in a handout or flyer at a town meeting, in a newsletter and in social media posts. Once you have identified relevant anecdotes and personal stories, put some thought into how you can capture them visually. Be open and honest in all communications: Your credibility is essential. If elected officials find that they cannot completely trust your information, then you and all of your Academy colleagues, will be suspect in the future. Don't let your passion for the subject matter lead to exaggeration. And if you don't know, say so and get back with more information promptly. The power of the personal appeal: Another saying is that “All politics are personal.” Find out as much as possible about the personal links to nutrition and health issues of those you want to influence. For example, making a connection through an elected official's or staff member's personal or family experience with diabetes, geriatric malnutrition or heart disease can make your message much more powerful and memorable. By identifying these personal experiences, you often tap an emotional nerve and awaken a dormant source of strong support. But also be aware of the sensitive nature of this type of information. 22 Know the issue: Before you make any contact with an elected official, study the issue carefully and be prepared to answer potential questions. If it is regarding specific legislation, know where the bill stands (e.g., is it in committee, awaiting a floor vote or in a conference committee?). The media machine and its influence: Daily and weekly newspapers, magazines, TV news, radio and TV talk shows and social media all play an important role in working with elected officials. You can use them to carry your messages far and wide and you can also use them to convince your elected officials that a specific nutrition and health issue is on the public agenda. Be sure to clip letters-to-the-editor or editorials from newspapers that support your position or human interest articles that focus on your issue. Include them in the written information packet you leave behind after a meeting or attach them to a letter. You can also mention a TV news story or radio talk show that examined your issue to show that it is of interest to a wide range of people. Make the point that the media coverage of the issue will help make the general voting population more interested and that you can help them stay ahead of the issue. Boost your visibility with social media: With the majority of members of Congress using social media platforms such as Facebook, Twitter and Instagram, these venues for communication provide many opportunities to stay engaged with legislators. Be sure that your social media communications adhere to the Academy’s Social Media Policy (available here: http://www.eatright.org/socialmediapolicy/#.VAiCe0uc9o0) when advocating on behalf of the Academy, your affiliate, DPG or MIG. It all adds up: The core principle here is that every additional letter, every additional phone call, every contact creates a stronger and stronger perception that dietetics professionals are a force to be reckoned with. This underscores the importance of getting others involved to multiply the impact. When the staff of an elected official receives several letters or calls on a topic, they may take note. When they receive hundreds or thousands, they know it is an issue they must confront. Quantity matters. Know your allies and your opposition: In addition to recruiting fellow dietetics professionals to get involved and make personal contact with legislators, it is important to establish as broad a base as possible by forming alliances with other groups who support your cause. For example, local chapters of the American Diabetes Association, the American Heart Association and the American Cancer Society may be very supportive on medical nutrition therapy coverage issues. Community child welfare organizations may be supportive of issues relating to changes in structure of the Medicaid and WIC programs. Meet with their legislative leaders to identify areas of common ground and to enlist their support in writing letters, making phone calls, sending emails and attending public meetings. On the other hand, be prepared for opposing views. Identify the organizations that can mobilize voters and be prepared to refute their message points. Understand the factors that motivate your opposition and point it out to legislators in a fair, open way. With these general principles in mind, you will want to look at key ways to reach your elected officials. The tools in the guidebook appendix will provide you guidance on making a phone call to your elected official, visiting your elected official at their office or writing a letter. A Word about Email Letter Email is an efficient, acceptable way to reach your elected official. However, it is important to resist the temptation to be informal in an email to an elected official. Take care to use the same formality in salutations, structure and subject matter that you would on your letterhead. Remember, it can still be printed out and saved -- that is our objective! An additional advantage of email is that it is very easy to include copies to your state policy leaders and Academy PIA staff. If you send an email, it is best to also send 23 a written letter on your letterhead because that implies the official endorsement of your organization and you get a chance to make a "reminder" impression. Inviting Your Member of Congress to Visit Your Workplace Seeing is believing and getting an elected official to see dietetics professionals in their own settings will help make believers of them. These site visits have been effective around the country in convincing legislators to support the Academy’s policy initiatives. If you haven't tried this yet, start planning today! Check with your affiliate or DPG leaders to make sure no one else in your area is approaching the same legislator. Gain approval from the appropriate people in your institution. Check your institution's schedule to determine any conflicts. Know the schedules of key allies in your workplace -- doctors, nurses and administrators in your organization who will speak in support of the issue, so they can be available for the site visit. Plan ahead! Call your elected official's office to invite him/her and to determine when h e / she will be in your area. Work through the staff contact responsible for health policy and the scheduler, to arrive at a schedule. Aim for about one hour, but determine the length of time the legislator can commit and plan accordingly. If the legislator cannot attend personally, do not hesitate to pursue a site visit with staff members. They carry substantial influence. Follow up in writing, confirm by telephone and offer to answer any questions in advance. Provide an agenda several weeks before the visit. Notify all staff at your organization of the visit several days in advance, so that everyone can be prepared. Call the day before to confirm one last time. Plan to take photographs of the visit for use in newsletters and the media. Be flexible! Legislators have extremely busy schedules and many last minute changes. After the site visit, be sure to write a follow-up letter thanking the legislator and staff for coming to your place of work. Note: A site visit from a Senator, U.S. Representative or state legislator may present a great opportunity for media coverage. Consider arranging for television or newspaper reporters to accompany this visit, as well. You should obtain approval from the elected official's office before proceeding and work closely with his or her press secretary to coordinate. Following Up and Staying in Touch Once you have established a relationship, stay in touch with elected officials and their staff members. Look for ways to become a trusted source of nutrition information whenever a nutrition issue arises. Write thank you letters for meetings and site visits promptly. When an elected official speaks out favorably on your issue or votes in committee or on the floor, write, call or email to acknowledge the support. If an elected official has been especially supportive, attend a campaign fundraiser and bring along as many colleagues as possible. Be sure to make your presence known at the fundraiser. When new information supporting Academy positions is available, send it promptly and follow up with a phone call. 24 If you see a letter-to-the-editor or op-ed piece in your newspaper supporting the Academy's position on an issue, clip it and send it along with a letter. Peer-reviewed professional journals are always a respected source of information. If you see a journal article that supports an issue, send it to the elected official along with a brief letter in which you explain the implications in lay terms. As always, use personal, local examples to illustrate the point. Be creative! Look for opportunities to stay in touch that will reinforce the need for effective nutrition and health policy. Working with Coalitions (adapted from the Prevention Institute*) A coalition is a group of organizations and individuals working together to influence outcomes on a specific problem or issue. Coalitions are useful because they create a broader reach than an individual organization and can be an effective way to consolidate resources to achieve a common goal. They also provide a forum for sharing information and facilitate cooperation among grassroots organizations and community members. Before developing a new coalition, be sure that there isn’t already an existing group with the same or similar mission. It may make more sense to join an existing coalition than create a new one. Some examples of the Academy and state affiliate coalition involvement include: The Academy joined the Aging in Motion coalition in March 2012 to help raise awareness of the importance of good nutrition as a component of prevention and treatment of sarcopenia in the aging population. The Academy is a member of the United States Breastfeeding Committee, an independent nonprofit coalition of more than 40 organizations that support the mission to improve the nation's health by working collaboratively to protect, promote and support breastfeeding. The Washington State Academy of Nutrition and Dietetics is a member of the Anti-Hunger & Nutrition Coalition, which has successfully advocated for strategic policy and state appropriations to maximize federal nutrition programs, reinforce the community-based emergency food assistance system and link local farmers with the needs of the hungry in the state of Washington. For more on building effective coalitions, see the Prevention Institute’s Developing Effective Coalitions: An Eight Step Guide, available in print and online: http://www.preventioninstitute.org/index.php?option=com_jlibrary&view=article&id=104&Itemid=127 *Cohen L, Baer N, Satterwhite P. Developing effective coalitions: an eight step guide. In: Wurzbach ME, ed. Community Health Education & Promotion: A Guide to Program Design and Evaluation. 2nd ed. Gaithersburg, MD: Aspen Publishers Inc; 2002:144-161. 25 Tools of the Trade The Academy provides resources for members to utilize when working on issues with members of Congress or their staff. The Issue Brief This tool provides Academy members the details about a particular bill or issue. This resource summarizes key points as well as provides the research and supporting documentation. The following is an example. The Talking Points The talking points resource provide the Academy member with a simple outline of the issue to be discussed with a member of Congress. The following is an example. The Leave Behind This resource provides the member of Congress with the details about the particular bill or issue. The following is an example. 26 Sharing the Stories of your Advocacy Work Adapted from the Robert Wood Johnson Foundation Connect Resource Manual for Project Connect: (http://www.rwjf.org/en/grants/grantee-resources/connect-project.html) The importance of stories It is often said on the Hill that, “Facts make you credible. Stories make you memorable.” Policymakers rarely make decisions based on facts alone. There are multiple influences on the decision making process and as legislators are inundated with information on a wide variety of topics, the right story can be very effective in highlighting your issue and influencing legislators. Some tips for telling effective stories include: Be purposeful: Use your story to illustrate a key success or challenge in your work. For example, if advocating for legislation ensuring adequate supply of medical foods, a story of a local patient at the Veterans Administration hospital impacted by a shortage of tube feeding formula can be easily understood. To make sure the purpose of your story is clear, follow this by saying, “I’m telling you this story because…” Be strategic: In the above example, a story from a veteran may be particularly salient to a Member on the Veteran’s Affairs Committee. If your legislator was an educator and you are advocating for child nutrition programs, telling a story about the impact of school breakfast and lunch on a student’s academic achievement may also garner more interest. Develop stories of economic benefit and impact as well. For example, if you provided MNT counseling for a client who was able to manage their diabetes well enough to be able to return to work, that is a powerful story. Make an emotional connection: Members of Congress and their staff rely heavily on real constituent stories. Be judicious in your approach, as you don’t want to bring policymakers to tears or have them feel that the problem is insurmountable. But the right emotional connection can bring them to understand the real life consequences of inaction or action regarding the issue for which you are advocating. Focus on one person or family: While it is extremely important to educate legislators as to what registered dietitian nutritionists do, remember to focus on the impact of your work and not just a description of your work. Telling a story of an individual, family or even a community that you have helped and how you helped, allows policymakers to better understand the on-the-ground impact of the work of registered dietitian nutritionists. Justify their involvement: The stories you tell should clearly connect with your “ask” and should convey how the policymaker’s action will lead to concrete improvement to the lives of their constituents and within their community. 27 Closing the Loop by Reporting on Your Activity Thank you for your advocacy efforts. As policy leaders, it is important for you to share your successes with the Academy’s PIA team. To report on your efforts, use the Legislative Meeting Tracking form in the Grassroots Advocacy Guidebook Appendix. Submit the completed form to the Director, Grassroots Advocacy. Let others know about your advocacy work! Share your experiences about what worked most effectively and what points seemed to be most convincing. Send your pictures and success stories so that we can share our successes with other member leaders. 28 Academy Staff Contacts VP of Policy Initiatives & Advocacy VP of Strategic Policy & Partnership Director, Regulatory Affairs Director, Grassroots Advocacy Director, Nutrition Informatics Director, Nutrition Service Coverage Director, USDA Legislation and Policy Director, HHS Legislation and Policy Administrative Assistant Office Administrator Jeanne Blankenship, MS, RDN Mary Pat Raimondi, MS, RDN Pepin Tuma, Esq. Teresa Nece, MS, RDN, LD, SNS Lindsey Hoggle, MS, RDN, PMP Marsha Schofield, MS, RD, LD, FAND Jennifer Folliard, MPH, RD Stefanie Winston, JD, MPH Paulina Weeden Denielle Green, MS Academy of Nutrition and Dietetics 1120 Connecticut Avenue, NW Suite 480 Washington, D.C. 20036 800/877-0877 120 South Riverside Plaza Suite 2000 Chicago, IL 60606-6995 29 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] Appendix Appendix .................................................................................................Error! Bookmark not defined. Public Policy Matrix and Position Descriptions ..........................................Error! Bookmark not defined. Public Policy Resources ............................................................................Error! Bookmark not defined. Common Legislative Terms .......................................................................Error! Bookmark not defined. Federal Agency Acronyms ........................................................................Error! Bookmark not defined. Academy of Nutrition and Dietetics Acronyms ..........................................Error! Bookmark not defined. Success in Advocacy .................................................................................Error! Bookmark not defined. Tips for Contacting your Member of Congress ...........................................Error! Bookmark not defined. How to Engage Your Member of Congress ................................................Error! Bookmark not defined. Legislative Meeting Tracking Form............................................................Error! Bookmark not defined. Request for ANDPAC Contribution Form ...................................................Error! Bookmark not defined. i Public Policy Matrix and Position Descriptions Background: The Legislative and Public Policy Committee (LPPC) provides oversight for the legislative and public policy activities of the Academy of Nutrition and Dietetics. There has been significant progress in the development of the public policy panel (PPP) over the past several years as the Academy has strived to further develop its grassroots in the affiliates. The LPPC’s role in providing oversight requires collaboration with the Policy Initiatives and Advocacy staff (PIA) in defining, executing and measuring the work of the PPP. The LPPC offers this matrix as a first step that ensures all organizational units and committees have a clear understanding of the PPP as it relates to policy and advocacy efforts. It is noted that the Reimbursement Representatives fall under the jurisdiction of the Nutrition Services Coverage Team (NSC). Overview: The matrix describes the various positions that are integral to the PPP. Each affiliate may choose to include additional members on the panel. The affiliate president elect is not included on the matrix, but assists the affiliate president with oversight of the PPP. Positions included: Affiliate President (AP) Public Policy Coordinator (PPC) State Policy Representative (SPR) State Regulatory Specialist (SRS) Consumer Protection Coordinator (CPC) Reimbursement Representative (RR) Delegate – Affiliate Delegate – DPG DPG Policy and Advocacy Leader (PAL) The matrix includes information on the following areas relative to the positions: Description Key relationships (including external stakeholders) Staff Liaison Reporting Integral to the success of policy and advocacy is the need for frequent communication between the affiliates and DPGs. The LPPC is working to develop a quarterly report that will be completed electronically and will allow for data to be reported to the HOD and BOD. The reports would include a review and update on affiliate activities and progress toward written goals. In addition, a mechanism for providing feedback on the system and resources provided to the PPP would be included. Review: The matrix will be implemented and evaluated annually. ii Public Policy Matrix Affiliate President (AP) Public Policy Coordinator (PPC) State Policy Representative (SPR) State Regulatory Specialist (SRS) Consumer Protection Coordinator (CPC) Reimbursement Representative (RR) Delegate Affiliate CONTENT EXPERTS Delegate DPG Policy and DPG Advocacy Leader (PAL) Description • Serves as link between the affiliate board and PPP • Provides leadership and guidance to PPC and PPP • Serves as federal legislative connection with Academy PIA, meets with members of Congress and reports back to PIA, affiliate board and PPP •Coordinates federal legislative activities and affiliate PPP • Serves as monitor of state legislative issues, meets with state legislators and reports to PPP and affiliate board •Coordinated affiliate state legislative activities and advocacy efforts • Serves as monitor of state regulatory initiatives, identifies comment opportunities, meets with regulatory agencies and reports to PPP and affiliate board • Serves as the monitor of consumer protection issues and state licensure issues, certification or regulatory boards and reports to PPP and affiliate board • Serves as coordinator of local advocacy efforts to expand state nutrition coverage policies, reports to PPP and affiliate board • Serves as the affiliate voice in HOD and ensures alignment of public policy activities with Academy legislative priorities • Serves as the DPG voice in HOD and ensures alignment of DPG policy activities with Academy legislative priorities • Serves as the DPG link with PIA and provides expert content to PIA for advocacy efforts, messaging and regulatory comments Key Relationships •Affiliate board, PPP and affiliate leaders • Governor •US Senators and Representative s •State Legislators Director, Grassroots Advocacy •Affiliate board, PPP and affiliate leaders • US Senators •US Representatives • PPP and affiliate leaders •Governor •State Legislators • PPP and affiliate leaders •Regulatory Board •State Agencies • PPP and affiliate leaders •Regulatory Board •State Agency • PPP and affiliate leaders •State Insurance Commissioner • Third party payers • Medicare Administrative Contractors •Affiliate board, PPP and affiliate leaders •Academy House Leadership Team •DPG Executive Committee •DPG PAL and PPP leaders •DPG Executive Committee •DPG PPP leaders, chair and delegate Director, Grassroots Advocacy Director, Grassroots Advocacy Director, Regulatory Affairs Director, Consumer Protection and Licensure Manager, Advocacy and Communications Director, HOD Governance (Affiliate Relations Managers communicate with Director) Director, HOD Governance (DPG Relations Managers communicate with Director) Managers, DPG Relations Staff Liaison iii Public Policy Coordinator Position Description Elected or Appointed: Appointed Reporting Relationship: Affiliate President Position Duration: 3-year term (recommended), with possibility of reappointment for an additional 3 year term Voting/Non-voting: Non-voting Position Purpose: This position is envisioned to be an integral part of the affiliate public policy panel responsible for coordinating federal legislative activities and affiliate public policy panel (PPP). This position serves as federal legislative connection with Academy PIA, meets with members of Congress and reports back to PIA, affiliate board and PPP Responsibilities of the position: 1. Serve as lead on federal policy (issues, updates, trainings) as part of your affiliate’s Public Policy Panel; 2. Serve as the primary information-sharing conduit between the PIA staff in Washington, DC and your affiliate members; 3. Be informed and keep up-to-date with federal legislative issues that concern the Academy’s policy priorities and long-term goals; 4. Assist members with developing constituent relationships with members of Congress and their staff within the affiliate. These relationships will allow you to promote the Academy’s food and nutrition efforts at the grassroots level; 5. Lead efforts to collect and present advocacy materials for grassroots purposes, e.g., meeting with a member of Congress in district; 6. Serve as affiliate leader on engaging members in various grassroots activities such as: action alerts, PAC events, attending town hall meetings, etc. 7. Lead affiliate’s efforts during the Public Policy Workshop which includes: setting up all meetings on Capitol Hill leading up to PPW, leading your Affiliate “table” at PPW and promoting PPW in your state; 8. Keep affiliate board informed of current federal issues; 9. Participate in Academy public policy issues meetings, webinars and open forums; 10. As a member of the affiliate public policy panel, communicate with the panel on federal legislative issues; 11. Develop a public policy plan of work with the public policy panel; 12. Monitors action alert metrics and identifies strategies to increase member participation; 13. Serve as a resource for the affiliate on the federal issues; 14. Assist with the dissemination of the Academy’s public policy messaging and communications; 15. Performs other duties as assigned. Reports and Deadlines: 1. Submits reports to public policy panel and affiliate board (as needed); 2. Updates position description, policies and procedures (as needed); 3. Submits reports to PIA staff in a timely manner and includes future recommendations; iv 4. Keeps records for at least 3 years and passes records to successor. Time Spent In Activities: About 8-10 hours per month in addition to meetings, with additional time during the in-district work periods for members of Congress and the Public Policy Workshop (PPW). Materials to Be Passed On to Successor: Current federal issues and reports Public Policy Panel meeting minutes and reports v State Policy Representative Position Description Elected or Appointed: Appointed Reporting Relationship: Affiliate President Position Duration: 3-year term (recommended), with possibility of reappointment for an additional 3 year term Voting/Non-voting: Non-voting Position Purpose: This position is envisioned to be an integral part of the affiliate public policy panel responsible for coordinating affiliate state legislative activities and advocacy efforts. This position also monitors state legislative issues and coordinates meetings with state legislators and the Governor. Responsibilities of the position: 1. Assist with development of affiliate public policy plan of work; 2. Track state legislative issues of importance to members and oversee the affiliate's response to emerging opportunities and issues; 3. Engage with appropriate leaders – including DPG representatives in the state – to manage practice matters. Affiliates may want to delegate responsibility for specific policy issues to individuals with expert knowledge or interest to lead affiliate action in a particular effort; 4. Coordinate appointments with the Governor’s office, state legislators and other public officials to raise the profile of the association; 5. Serve as the Chair of State Legislative Day organizing committee. Work with the committee to organize the event and meetings with state legislators; 6. Coordinate with the Public Policy Coordinator and the State Regulatory Specialist on policy issues to assure that the affiliate stance is consistent with Academy's; 7. Serve on the Affiliate Public Policy Panel in a substantive role. Act as a liaison with the Academy’s Director of Grassroots Advocacy to collaboratively consider the affiliate’s response to emerging opportunities and policies; 8. Identify state legislators who serve on committees with jurisdiction on issues impacting food, nutrition and health legislation; a. Make appointments with legislators when you are not asking for a specific vote or favor. Be sure your meetings include one or more constituents of the legislator. b. Become a resource on issues on their food, nutrition and health agenda. c. Watch the news for issues they care about and let them know your knowledge of and interest in these issues. 9. Assist affiliate members in making appointments with any of the state’s legislators in their district or state capitol. 10. Pay attention to the personal connections of your affiliate leaders and train your members to develop and maintain relationships with state legislators. 11. Serve as a resource for the affiliate on the state legislative issues; 12. Assist with the dissemination of the Academy’s public policy messaging and communications; 13. Performs other duties as assigned. vi Reports and Deadlines: 1. Submits reports to public policy panel and affiliate board (as needed); 2. Updates position description, policies and procedures (as needed); 3. Submits reports to PIA staff in a timely manner and includes future recommendations; 4. Keeps records for at least 3 years and passes records to successor. Time Spent In Activities: About 8-10 hours per month in addition to meetings, with additional time during the state legislature’s session and state legislative day Materials to Be Passed On to Successor: Current state issues and reports Public Policy Panel meeting minutes and reports vii State Regulatory Specialist Position Description Elected or Appointed: Appointed Reporting Relationship: Affiliate President Position Duration: 3-year term (recommended), with possibility of reappointment for an additional 3 year term Voting/Non-voting: Non-voting Position Purpose: This position is envisioned to be an integral part of the affiliate public policy panel responsible for monitor of state regulatory initiatives, identifies comment opportunities, meets with regulatory agencies and reports to public policy panel. Responsibilities of the position: 1. Tracking state regulatory issues of importance to Registered Dietitian Nutritionists and overseeing the affiliate's response to emerging opportunities and challenges. 2. Tracking and initiating work with the state agencies managed by the governor. The SRS would initiate meetings with state agency officials to promote access to the RDN, DTR and nutrition services in state regulatory and programmatic initiatives. 3. Ensuring that the affiliate has an up-to-date compendium of current statutes and rules that impact dietetics practice, including scope of practice, facility and program requirements and any other document that defines the requirements and responsibilities for dietitians in your state. 4. Supporting members who connect with local contacts, including school systems, local Boards of Health and similar groups with Academy stances and affiliate materials. 5. Coordinating with the Public Policy Coordinator and the State Policy Representative on issues to assure that the affiliate stance is consistent with Academy’s. 6. Ensuring that the affiliate’s state agency and regulatory work is consistent with the three priority goals established annually by the Public Policy Panel. 7. Identifying other decision-makers within state agencies whose work will impact the affiliate’s goals, particularly those that relate to access to RDNs, DTRs and nutrition services and programs. 8. Consult with the Academy’s PIA and the Legislative and Public Policy Committee to coordinate Academy’s stances and positions on emerging regulatory issues in the states. 9. Serve as a resource for the affiliate on the state legislative issues; 10. Assist with the dissemination of the Academy’s public policy messaging and communications; 11. Performs other duties as assigned. Reports and Deadlines: 1. Submits reports to public policy panel and affiliate board (as needed); 2. Updates position description, policies and procedures (as needed); 3. Submits reports to PIA staff in a timely manner and includes future recommendations; 4. Keeps records for at least 3 years and passes records to successor. viii Time Spent In Activities: About 8-10 hours per month in addition to meetings, with additional time during the state legislature’s session and state legislative day Materials to Be Passed On to Successor: Current state regulatory issues and reports Public Policy Panel meeting minutes and reports ix Consumer Protection Coordinator Position Description Elected or Appointed: Appointed Reporting Relationship: Affiliate President Position Duration: 3-year term (recommended), with possibility of reappointment for an additional 3 year term Voting/Non-voting: Non-voting Position Purpose: This position is envisioned to be an integral part of the affiliate public policy panel responsible for keeping the affiliate informed about consumer protection issues and monitoring the activities of state licensure, certification or regulatory boards. Responsibilities of the position: 1. Monitor consumer protection issues and their impact on the affiliate’s licensure statute and related issues, in collaboration with the State Policy Representative and the State Regulatory Specialist, through state regulatory action reports and other resources; 2. Keep affiliate board informed of current consumer protection issues in the state, including licensure board activities and licensure sunset dates (the proposed date for the expiration of the current statute and the development of the revised statute); 3. For licensure statutes that are scheduled for sunset, lead the affiliate plan for effective strategies on the sunset preparation; 4. Participate in Academy consumer protection issues meetings, webinars and licensure forum calls; 5. As a member of the affiliate public policy panel, communicate with the panel on consumer protection and licensure issues impacting the profession; 6. Develop a plan to assure that dietitians and consumers know how to and can easily report statute violations as well as success and effectiveness stories of RDNs; 7. Monitor frequency of licensure board meetings, attend the licensure board meetings and monitor RDN licensure board member attendance; 8. Monitor the status of RDN licensure board terms of office; 9. Monitor the overall licensure board structure with regard to professional representation roles; 10. Assist affiliate board with recommendations to the governor for appointments to the licensure board; 11. Assist affiliate board with confirming governor’s action on appointment of RDN licensure board members; 12. Serve as a resource for the affiliate on the state dietetics licensure/certification statute and regulations; 13. Assist with the dissemination of the Academy’s consumer protection and licensure messaging and communications; 14. Provide testimony when necessary on behalf of the affiliate at licensure related public hearings; 15. Assist with the dissemination of the Academy’s public policy messaging and communications; 16. Performs other duties as assigned. x Reports and Deadlines: 1. Submits reports to public policy panel and affiliate board as needed; 2. Provides input for sunset preparation at least 18 months prior to sunset; 3. Provides affiliate board with status on licensure board terms of office approximately one year prior to term expirations; 4. Updates position description, policies and procedures (as needed); 5. Submits reports to PIA staff in a timely manner and includes future recommendations; 6. Keeps records for at least 3 years and passes records to successor. Time Spent In Activities: About 8-10 hours per month in addition to meetings, with additional time during the Consumer Protection and Licensure Summit and the Public Policy Workshop (PPW). Materials to Be Passed On to Successor: Current licensure statute and regulations Licensure board meeting minutes and reports xi Reimbursement Representative Position Description Elected or Appointed: Appointed Reporting Relationship: Affiliate President Position Duration: 2-year term (recommended), with possibility of reappointment for an additional 3 year term Voting/Non-voting: Non-voting Position Purpose: This position is envisioned to be an integral part of the affiliate public policy panel responsible for and serves as a local resource for the Academy of Nutrition and Dietetics members who have questions about coding and coverage issues. They help facilitate use of the Academy’s coding and coverage resources and coordinate local advocacy efforts to expand federal and state nutrition coverage policies. Responsibilities of the position: 1. Communicate with the affiliate/DPG executive committee and public policy panel on topics including Medicare, Medicaid and private sector coverage. 2. Share MNT coverage and Medicare Part B MNT benefit information with local members via phone or email communications and through presentations. 3. Direct members to federal, state and private insurance coding and coverage resources (through affiliate/DPG and Academy web pages). 4. Participate in the Academy’s health care reform education and training. 5. Support coding and coverage issues on the local level; initiate or help to advance members’ coverage activities with third party payers or other decision makers; initiate activities to advance integration of RDNs into alternate health care delivery and payment models 6. Encourage members to track MNT outcomes data, which is critical for impacting coverage decisions. 7. Assist with member “Calls to Action” with the affiliate Public Policy Panel and participate in Academy coding surveys and activities. 8. Collect information on nutrition services coverage in state benchmark plan. 9. Assist with the dissemination of the Academy’s public policy messaging and communications; 10. Performs other duties as assigned. Reports and Deadlines: 1. Submits reports to public policy panel and affiliate board or DPG/MIG executive committee (as needed); 2. Updates position description, policies and procedures (as needed); 3. Submits reports to NSC staff in a timely manner and includes future recommendations; 4. Keeps records for at least 3 years and passes records to successor. Time Spent In Activities: About 4-10 hours per month in addition to meetings Materials to Be Passed On to Successor: Current nutrition services coverage issues and reports Public Policy Panel meeting minutes and reports xii DPG/MIG Policy and Advocacy Leader (PAL) Position Description Elected or Appointed: Appointed Reporting Relationship: DPG/MIG Chair Position Duration: 3-year term (recommended), with possibility of reappointment for an additional 3 year term Effective Date: June 1 – May 31 Corresponding Policy: P-5 DPG/MIG Involvement with Legislation and Public Policy Issues Voting/Non-voting: Non-voting Position Purpose: The Policy and Advocacy Leader (PAL) plans and organizes the policy and advocacy activities for the DPG/MIG. The PAL stays current with public policy news and developments and disseminates information to the Executive Committee and DPG/MIG members. The PAL serves as the primary contact with the PIA staff. Responsibilities of the position: 1. Serves as the DPG/MIG contact person with the Academy’s Policy Initiatives and Advocacy team (PIA). The PAL receives the following information from the Academy: a. Public Policy Weekly News Updates (weekly) b. Eat Right Weekly (weekly) c. Public Policy Priority Areas d. Issue briefs and approved messaging for legislative and regulatory issue e. Periodic Action Alert Requests f. Academy’s Political Action Committee (ANDPAC) information g. Other general legislative and regulatory information as it occurs 2. Identifies and recruits DPG/MIG members with expertise on relevant issues to serve as content experts for public policy initiatives as requested. May also be asked to identify professionals outside of the dietetics profession with expertise relevant to the public policy priority areas of the Academy. 3. Communicates DPG/MIG public policy goals annually to PIA staff through the development of a public policy plan of work or other document that outlines the regulatory, legislative and other public policy goals of the DPG/MIG. 4. Meets with PIA staff to collaborate on the public policy priority areas as requested by either the DPG/MIG or PIA staff. Meetings can be held at Academy meetings or events or scheduled as stand-alone meetings as deemed appropriate by either the DPG/MIG or PIA staff. 5. Promotes and participates in Academy action alerts and engages DPG/MIG members in grassroots advocacy efforts. The PAL should tailor communications to DPG/MIG members as appropriate to demonstrate how the issue is relative to the DPG/MIG policy goals or practice areas. 6. Submits DPG/MIG’s recommendations for Academy public policy initiatives including regulatory comments, stance or position development and review and legislation language development and review. a. The PAL will be responsible for communicating with members of the DPG/MIG to solicit input, data, sources of data and technical expertise on legislative and regulatory issues as needed. xiii 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. b. The PAL will submit the collective information and consensus of the majority of DPG/MIG members to PIA staff for each public policy issue as requested. Communicates with DPG/MIG members and committees to elicit timely response to legislative and regulatory issues. Keeps Executive Committee (EC) and members informed about legislative and regulatory issues via newsletters and other communication pathways including posting the information to DPG/MIG’s website or electronic mailing list or through email blasts. Encourages members to become involved in legislative and public policy issues. Encourages DPG/MIG members to work closely with state public policy panel leaders on regulatory and legislative issues, especially when a strong grassroots effort is needed. Networks with other organizations with similar legislative/outcomes interests. Assists in projects, contributes to publications, responds to questions and reviews reports as requested. Attends spring Public Policy Workshop (PPW) in Washington, D.C., (fully funded as DPG/MIG budget allows.) Communicates with members of DPG/MIG during PPW by posting approved meeting summaries and messaging. Attends FNCE® and related DPG/MIG meetings and events (fully funded as DPG/MIG budget allows.) Attends annual EC strategic planning meeting/retreat as scheduled (fully funded as DPG/MIG budget allows). Participates in EC conference calls as scheduled. Performs other duties as requested. Reports and Deadlines: 1. Updates position description, policies and procedures (as needed). 2. Submits reports to PIA staff in a timely manner and includes future recommendations. 3. Recommends edits to DPG/MIG Program of Work (POW) for coming year and sends to Chair-elect for coordination (Early January). 4. Keeps records for at least 3 years and passes records to successor. 5. Submits content for Annual Report to past-chair in June for previous year. Time Spent in Activities: 8-10 hours per month in addition to meetings, with increased activity in the fall and spring. Materials to Be Passed On to Successor: DPG/MIG position description DPG/MIG Policies and Procedures, as appropriate DPG/MIG Guiding Principles, as appropriate Legislative newsletters from various organizations Pertinent correspondence and files xiv Public Policy Resources Academy Resources 1. Grassroots Advocacy Guidebook The guidebook provides an overview of each public policy panel position and tools useful to the public policy panel. 2. CQ State Track The Academy provides this customizable state service so that member leaders can be up-to-date on state legislative and regulatory issues that affect affiliate members. This resource is available on the Academy’s advocacy website. www.eatright.org/advocacy 3. Academy Advocacy Website Our Policy Initiatives and Advocacy Web site provides updates on current policy activities. www.eatright.org/advocacy 4. Health Care Reform Website This website provides resources specific to health care reform so that your Public Policy Panel can help make a difference for public health in your state! http://www.eatright.org/healthcarereform/ 5. Eat Right Weekly Published electronically every Wednesday afternoon, this communication provides a summary of current government actions and activities across the nation that affects Academy members. All members receive a copy. 6. The Journal of the Academy of Nutrition and Dietetics Each month there is an article about a current public policy issue. Look for it in the Public Policy News pages. Academy members have free access to the online database by logging onto the Academy website at www.eatright.org and accessing the Journal website via the Member Center. Search for “public policy” to find articles relevant to your needs. 7. Academy Policy Initiatives and Advocacy Team in Washington, D.C. Contact the Washington staff at 800/877-0877 with questions and ideas. Federal Resources 8. Library of Congress Website Congress.gov is the official website for U.S. federal legislative information. The site provides access to accurate, timely and complete legislative information for Members of Congress, legislative agencies and the public. It is presented by the Library of Congress (LOC) using data from the Office of the Clerk of the U.S. House of Representatives, the Office of the Secretary of the Senate, the Government Printing Office, Congressional Budget Office and the LOC's Congressional Research Service. Congress.gov is usually updated the morning after a session adjourns. http://beta.congress.gov xv State Resources 9. State legislature Website Each state has a website for its state legislative body. It is a resource for contact information for your state legislators and additional content. Search online to find your state legislature’s home page. You can also try http://www.ncsl.org/public/leglinks.cfm. 10. State Medicaid Office Website Find the website for your state Medicaid office to utilize their resources and program data. The National Association of State Medicaid Directors also keeps an updated list of state Medicaid Directors at www.nasmd.org/about/NASMD_Member_List.rtf. 11. Council of State Governments This organization provides state officials in all three branches of government with the tools and strategies needed to implement effective policies and programs. They also work to build partnerships between governing entities and promote multi-state and regional cooperative ventures. http://www.csg.org/ 12. State Administrative Register Each state publishes a register listing regulatory actions and requests for comments so you can get involved in current state activities. In most states, it is a free, electronic publication; although, some states may publish only in paper form. Search your state government website to subscribe to this publication. You can access the URL for your state register at http://www.eatright.org/Members/content.aspx?id=884. National Organizations 13. National Conference of State Legislatures (NCSL) NCSL tracks trends and current events in state legislatures. They provide issue briefs and a national perspective on the work of each state legislature. Content from NCSL is a resource for tracking an issue in the state legislature, ideas on what other states are doing and provide a national perspective on current policy initiatives. www.ncsl.org 14. The Partnership to Fight Chronic Disease (PFCD) FPCD is a national coalition of which the Academy is a member. Several Academy affiliates have engaged in PFCD’s state outreach programs. On the PFCD website, click on “Get Resources” for research and information on preventing chronic disease. Click on “In the Field” to see what PFCD is doing in your state. http://www.fightchronicdisease.org/ 15. National Association of Counties This is the only national organization representing county governments. It provides legislative, research, technical and public affairs assistance to county governments to support their programs and policies at the local level. http://www.naco.org/ xvi Health Data Research 16. The Henry J. Kaiser Family Foundation Use this resource for data on a particular health issue. Compare your state’s data to national figures and track issues over time. www.kff.org 17. The Robert Wood Johnson Foundation This link takes you to RWJF’s “F as in Fat: How Obesity Policies are Failing in America 2012.” It provides detailed analysis and statistics on a topic that is a national priority. http://healthyamericans.org/report/100/ 18. County Health Rankings This database provides health data on every county in the country, including obesity rate, smoking rate, morbidity and mortality rates, education levels, grocery store density and alcohol store density. www.countyhealthrankings.org 19. USDA Food Environment Atlas This interactive website provides county and state data on food accessibility, participation in food assistance programs, food insecurity, local foods and diabetes rates. http://www.ers.usda.gov/foodatlas 20. The Centers for Disease Control and Prevention (CDC) The CDC provides statistics and research on numerous health issues. Its website is an excellent and trusted resource for current data on the nation’s health. www.cdc.gov xvii Common Legislative Terms Act A bill passed by Congress and signed into law by the President. Amendment Formal proposal to change the language of a bill after it has been introduced. Appropriation Bill Provides funding for government agencies and programs. Authorization bill Establishes or continues a Federal agency or program, establishes conditions under which the program operates and authorizes or approves funding. An authorization bill does not provide the actual funding, which is done in the appropriations bill (above). Bicameral Two chambers/houses in a legislative body (as in the House of Representatives and the Senate comprising the U.S. Congress). Bill A proposed law introduced during a session for consideration by the legislature and identified numerically in order of presentation. Bills that begin with “HR” or iginate in the House and bills that begin with “S” originate in the Senate. Ex: HR853. Budget Submitted to Congress by the President, usually in January for the Fiscal Year beginning the following October. These are recommendations by the President about how to fund federal spending; they do not have the force of law. Budget Resolution A resolution of the House and Senate that sets spending and revenue limits for the upcoming fiscal year. It does not require presidential approval. Co-Sponsor Representatives or Senators who formally sign on to a measure. Any member of either house may add his or her name to a bill, indicating strong support for the proposal. Committee Both the House and Senate have a number of standing committees with specific purview over policy issues. Each committee and every subcommittee is composed of members from both parties. Companion Bill An identical bill introduced in the other house of Congress. xviii Conference Committee A committee composed of both Representatives and Senators that resolves differences between a bill that has passed both the House and Senate but with different provisions. Both House and Senate must approve the final conference committee version prior to being sent to the President for approval. Congress Refers to both the U.S. House of Representatives and the U.S. Senate; e.g., Congress meets in the Capitol building in Washington, D.C. Fiscal Year The twelve-month period on which the budget is planned. The federal fiscal year begins October 1 and ends September 30 of the following year. Germane Refers to whether an amendment is relevant to the subject matter already being considered in a bill. The Rules of the House prohibit non-germane amendments while the Senate Rules generally, but not always, permit nongermane amendments. The Floor Refers to the floor of the House Chamber or the Senate Chamber where representatives and senators go to vote, debate bills and make speeches. The floor has very restricted access. Hearing A committee meeting convened for the purpose of gathering information on a specific subject or considering specific legislative measures. Majority Refers to the Majority Party, the political party that has the most members in the House or the Senate. Mark-Up A committee meeting in which members offer amendments to a bill. Minority Refers to the Minority Party, the political party that has less than 50% of the membership in the House or the Senate. Override An effort by Congress to reverse a Presidential veto. It requires a two-thirds majority vote in both the House and the Senate. Quorum A simple majority of the members of a full committee or the full House or Senate. A quorum is needed to begin conducting official business. Regulations The interpretation and implementation of laws. Regulations are written by the departments and agencies that implement the laws in order to clarify the legislation and put it into practice. Exactly how legislation plays out in practice is determined by the regulations that accompany it. xix Session Each two-year Congress is broken down into two sessions, the 1st Session is held in odd-numbered years and the 2nd Session is held during even-numbered years. Sponsor The legislator who introduced a piece of legislation and advocates its passage. Veto The act of the President disapproving a measure. The President’s veto may be overturned if 2/3rds of both the House and Senate vote to override the veto. xx Federal Agency Acronyms AHRQ AoA ATTTB CBO CDC CFSAN CMS CNPP CR EPA ERS FAO FDA FEC FNB FNS FSIS GAO HAB HELP HHS HRSA IHS IOM MCHB NAS NCHS NIH OMB PHS USDA USPTF WHO Agency for Healthcare Research and Quality (part of HHS) Administration on Aging Alcohol and Tobacco Tax and Trade Bureau (part of US Department of Treasury) Congressional Budget Office Centers for Disease Control and Prevention (part of HHS) Center for Food Safety and Applied Nutrition (part of FDA) Centers for Medicare & Medicaid Services (part of HHS) Center for Nutrition Policy and Promotion (part of USDA) Continuing Resolution (mechanism for temporarily funding government) Environmental Protection Agency Economic Research Service (part of USDA) Food and Agricultural Organization (part of the United Nations) Food and Drug Administration Federal Election Commission Food and Nutrition Board (part of IOM) Food and Nutrition Service (part of USDA) Food Safety and Inspection Service (part of USDA) Government Accountability Office HIV/AIDS Bureau (in HRSA) Senate Health, Education, Labor and Pensions Committee U.S. Department of Health and Human Services Health Resources and Services Administration (part of HHS) Indian Health Service (part of HHS) Institute of Medicine (part of NAS) Maternal and Child Health Bureau (in HRSA) National Academy of Sciences National Center for Health Statistics (part of CDC) National Institutes of Health (part of HHS) Office of Management and Budget (part of the White House) Public Health Service United States Department of Agriculture United States Preventive Services Task Force (part of AHRQ) World Health Organization (part of the United Nations) xxi Academy of Nutrition and Dietetics Acronyms Academy ANDPAC AP BOD CPC DPG EAL FNCE® HOD LPPC MNT NCS PAL PIA PPC PPP PPW RR SPR SRS Academy of Nutrition and Dietetics Academy of Nutrition and Dietetics Political Action Committee Affiliate President Board of Directors Consumer Protection and Licensure Coordinator Dietetic Practice Group Evidence Analysis Library Food and Nutrition Conference and Expo® House of Delegates Legislative and Public Policy Committee Medical Nutrition Therapy Nutrition Services Coverage Policy and Advocacy Leader Policy Initiatives and Advocacy Public Policy Coordinator Public Policy Panel Public Policy Workshop Reimbursement Representative State Policy Representative State Reimbursement Representative xxii Success in Advocacy Tips for Gaining Political Influence Get to know legislators and agency regulatory officials well: their districts and constituencies, voting records, personal schedules, opinions, expertise and interests. Be sure to have a good understanding of the legislator and his/her concerns, priorities and perspectives. Acquaint yourself with staff members for legislators, committees and agency officials with whom you will be working. These people are essential sources of information and have significant influence in the development of policy. Acquaint yourself with staff members in the district as well. They can be a huge benefit and are usually the staffers you will see at district events such as: town halls, campaign events, public speaking engagements. Identify fellow advocates and partners to better understand the process, monitor legislation and assess strengths and weaknesses. Finding common ground on an issue sometimes brings together strange bedfellows but makes for a stronger coalition. Identify groups and legislators with whom you may need to negotiate for changes in legislation. Do not dismiss anyone because of previous disagreements or because you lack a history of working together. “Yesterday’s opponent may be today’s ally.” Foster and strengthen relationships with allies and work with legislators who are flexible and tend to keep an open mind. Be honest, straightforward and realistic when working with legislators and their staff. Only make promises you can keep. Avoid misleading a legislator about the importance of an issue, the opposition’s position or strength or other matters. Do not be afraid to say “I do not know” when asked a question, just remember to promptly follow up with the requested information. Be polite, remember names and thank those who help you, both in the legislature and in the public health advocacy community. Learn the legislative process and understand it well. Keep on top of the issues and be aware of controversial and contentious areas. Understand the budget process as much as you can. (Know what departments and agencies hold authority over the programs that you care about.) Be brief, clear, accurate, persuasive, timely, persistent, grateful and polite when presenting your position and communicating what you need/want from the legislator or staff member. Be sure to follow up with legislators and their staff. If you offer your assistance or promise to provide additional information, do so in a timely and professional manner. Be a reliable resource for them today and in the future. Meetings with Your Policymaker To arrange appointments with policymakers visit the official’s website or call his or her office to determine his or her preferred process for scheduling meetings. Before you place a call, write down notes about the points you wish to make. Identify yourself by stating your name and that you are a registered dietitian nutritionist. If you are a constituent, be sure to include that in your request. State that you are requesting a meeting and identify the topic for discussion. If the process includes a written request, make it complete and concise. Include three options for a meeting date. xxiii If your affiliate has a strong relationship with the congressman/-woman, be sure to mention that when you call. Once the appointment has been scheduled, send a letter or make a phone call confirming the meeting and identify who will be in attendance. Speaking at a Public Meeting Determine the purpose and tone of the event. Research the background and position statements of the official and/or organization sponsoring the public meeting and request the agenda and speaker information in advance. It is important to consider the views of your agency official/legislator. Consider what you would want to know in order to use this meeting to your benefit. What are the political and substantive benefits of your proposal? What do they need to learn about you as a professional? What is the human side? How can they use this information to help the citizens of your state? Prepare a few brief points that you intend to communicate. Use messages that demonstrate how registered dietitian nutritionists are essential in health-care reform initiatives. Rehearsing your statement and/or question with colleagues in advance to ensure you are comfortable and convincing. Try to ask your question early in the meeting when time is less of a factor. Use your question to frame the brief comments you prepared in advance. Introduce yourself as a registered dietitian nutritionist or a dietetic technician, registered. If you are representing your affiliate include information about the number of members you represent in your affiliate. If deserved, commend the official for his or her work on health issues, particularly those related to prevention. Leave a copy of your key message with the official and his or her staff, along with your contact information. Be concise. Focus your message to a few sentences. Include the facts with information about t your role as a dietitian and why your expertise is relevant. Be prepared for questions. If you don’t know the answer to a question, simply communicate that you will research the information and follow up. Then, be sure to do so. Offer to be a resource for the policymaker and his or her staff. You have much to offer in areas of mutual interest and your expertise can make their jobs easier! Be respectful and be a good listener by allowing the official to speak. Have a conversation and productive dialogue. Be prepared to hear objections to your request. Find clever and respectful ways to say “Yes and….” or to refocus the topic. Include a personal story. Present your request, bolstered by facts and an example from your experience that includes the impact on real-life situations with people. Ask for a commitment. Closing the discussion with an anticipated response is effective. Remind them that you are there for a specific reason. xxiv Sample Effective Messages “I am a registered dietitian nutritionist and I work in… and primarily focus on….” “I am passionate about this program because…” “My background and expertise tell me that this is important because…” “We have done thorough research and our profession is united on these issues.” “We have reviewed all of the cost implications and have provided that data for you.” “Some of the opposition you can expect on this issue include these main points (list the points and the potential groups that would be opposed to your issue.) “Utilizing the registered dietitian nutritionist in this health care reform program will ensure optimum success with preventive care.” (Show them how). “Similar measures have been enacted in other states with positive results.” (List them.) “We have met with the opposition and have worked out a compromise.” Or: “We have attempted to work out a compromise but the opposition is unwilling to meet/compromise.” Use messaging that relates your position back to the district or state. Talk about how the bill or regulation will affect “x” amount of people in the congressman/woman’s district or state. Talk about how much money would be saved in their district or state if policy “x” or bill “y” were implemented. Follow Up Provide written material for your targeted messaging. Always include your contact information along with information about your role as a registered dietitian nutritionist. Follow up with a thank-you note. In addition, if you met with staff or if staff was included in the meeting, add a positive comment about their valued contribution. xxv Tips for Contacting your Member of Congress The following tips should help guide you through the process of setting up meetings with members of Congress in their district office. You can reach out to offices either by phone or email; however a phone contact may be more effective first step. Below are sample phone and email requests. Remember to personalize your message as each Congressional office is different. Tips on how to make the request for a meeting You can find your Representative and your Senators at these links. Once you find the member of Congress, the link will take you to their home page where you will be able to locate their district office phone number. House of Representatives: http://www.house.gov/representatives/ Senate: http://www.senate.gov/general/contact_information/senators_cfm.cfm Call the office and ask for the scheduler. The scheduler may provide you an email address so that you can send the details for the requested meeting. State your name, your purpose and describe why you and your colleagues would like to meet with the member of Congress in his/her district office. A sample message script is provided below. If your affiliate has had any contact or working relationship with the member of Congress, be sure to mention it during the conversation or in the email. If you are a constituent, be sure to mention in the introduction. Make sure to request a meeting with the member of Congress as well his/her district staff member. The scheduler may not be able to guarantee that both will be in attendance, that’s okay. State that you are requesting a 15 to 20 minute meeting or “brief meeting”. State that you will be bringing a group of registered dietitian nutritionists and/or dietetic technicians, registered from the state/district with you to the meeting. Many offices will ask for the names of the individuals planning to attend the meeting. The scheduler may ask for additional information, so be prepared. You may need to follow up with the scheduler via email, with any requested materials on the issues. If you need additional information from the Academy, contact the PIA staff in Washington, DC. Ask the scheduler for the name and email address of the scheduler and any key staff members who may be attending the meeting. The scheduler may ask you to follow up with each staff member in addition to setting up the meeting. When requesting meetings with the House of Representatives – remember to mention if you or someone you know is from the Congress member’s district. A member is more likely to want to meet with someone who is a constituent. Sample Phone Script – with scheduler Hello my name is _____________ and I’m a (Insert registered dietitian nutritionist or dietetic technician, registered) from the Senator/Representative’s state. (if you are from the Representative’s district, mention that) I would like to schedule a meeting with the Senator/Representative in August (insert dates if you have time limitations). I would also like to meet his/her district staff at that meeting. I’m a member of the Academy of Nutrition and Dietetics – and we’re the largest food and nutrition professional association in the country – with over 75,000 members working to improve the health of Americans through food and nutrition. During that time a number of registered dietitian nutritionists and dietetic technicians, registered, from the Senator/representative’s state/district will be attending the meeting to talk about food and nutrition related policy. xxvi I would like to schedule a meeting (mention that you’ll be bringing a group of registered dietitian nutritionists and/or dietetic technicians, registered from the state/district with you) to discuss the Academy’s positions on a number of important food and nutrition related issues. Is there a good time in August when we can meet? Thank you. Sample email The scheduler may ask you to put your request in writing to him/her or one of the district staff. The following is a sample email message, Dear XXX, My name is _________ and I am a (Insert registered dietitian nutritionist or dietetic technician, registered) from the Senator/Representative’s home state (if you are from the district, mention that). I am a member of the Academy of Nutrition and Dietetics – the country’s largest food and nutrition professional association. I would like to schedule a brief meeting with the Senator/Representative and the district staff. Our goal will be to discuss our legislative priorities which aim to reduce health care costs and improve the health of American’s through food and nutrition. I know that the Senator/Representative cares deeply about improving the health of our country while lowering costs to the system. We agree and so we would greatly appreciate the Senator/Representative’s time to discuss how we as dietitians are working to accomplish these same goals every day. Please let me know when in August would work best for the Senator/Representative and staff to meet with us. If you have any additional questions, please let me know. Thank you. Respectfully, Insert your name, credentials Insert affiliate position Insert affiliate name Additional notes: If the scheduler asks you to identify the issues or transfers you to one of the district staff, you can indicate that you will provide them additional information about the specific issues to be discussed prior to the meeting and restate that you would like time to talk about the importance of these issues as they pertain to improving the health of Americans through food and nutrition. You can also indicated the two key issues you would like to discuss are e.g., the Treat and Reduce Obesity Act and the Older Americans Act. You may also be asked for the names of the individuals who will be attending the meeting. You can indicate that you will provide that information prior to the meeting. xxvii How to Engage Your Member of Congress Initial Contact Contacting your member is easy. Just go to their website and find the phone number to the district office that is closest to you. Call the office and ask for the scheduler, you can ask to schedule a meeting over the phone or ask for an email address to send a written request. Making the “Ask” When requesting a meeting via email remember to be concise and to the point; members and staff read thousands of emails and receive hundreds of requests so you want to make sure and entice them with to-the-point messaging. Always make your messaging relevant to the district – If there’s one thing members like, it’s serving their constituents and fixing problems in the district. Strength in numbers – If at all possible try and schedule a meeting with a group of registered dietitian nutritionists or if you invite the member to your place of work try and have more than one RDN present. Having more than one RDN provides emphasis to the meeting and importance to the issues. Time to Meet What to bring to the meeting o You want to bring your leave-behind material for when the meeting/visit is finished. o Don’t hesitate to bring along your talking points so you can point out relevant statistics or data points on issues. And bring along any additional information you feel is relevant. o Your positive attitude and passion for what you do. That’s what you want the member to see. What to say in the meeting o Familiarize yourself with the talking points on the various issues and always relate those issues back to you and what you do. o Have a personal and or professional story ready to tell, preferably one that relates to one of the specific pieces of legislation. Personal stories from the workplace always resonate more deeply than facts or figures. These members care about the people they represent and so by telling a story about one of their constituents (your patients/clients) you will be able to make a stronger connection from the member’s understanding of the issue to the actual policy. o Always share your story first and then follow it with the relevant facts and figures. o Do not be afraid to say “I don’t know”. Nothing is worse than providing false information to a member/staffer. Remember you want to be viewed as a reliable source. Simply say “I’m not quite sure about that, but I can get you the answer later.” Follow-up contact xxviii Always follow-up 1 to 2 days later with a thank-you email to the scheduler; or member (if you have his/her email address). Reiterate your messaging on the things that were discussed in the meeting/visit. Make sure to state that you will be reaching out the member’s relevant staffer to answer any question that the member may have had or to provide any supporting materials that were requested. xxix Legislative Meeting Tracking Form Legislative Meeting Tracking Form (Complete the form with your report) Meeting Date: Date of the meeting Attendees: Names of members who attended the meeting Location: District office address or professional site Meeting location Use this space to identify where the meeting was held, if the member of Congress came to visit you on site briefly describe the location, why you invited the member to that specific location as well as brief summary of the tour. Topics discussed Use this space to briefly outline the health nutrition topics or legislation you discussed. Member feedback Use this space to write down any questions that the member had or any additional follow up that may be assisted by the PIA office. Resources/Information provided Use this space to indicate what materials were shared during the meeting. Follow up Use this space to describe any follow up that you may have scheduled or discussed with the member. Is follow up required? Yes:_____ No:_____ Group Meeting Individual Meeting Return completed from to the Academy’s Director, Grassroots Advocacy. xxx Request for ANDPAC Contribution Form Request for ANDPAC Contribution (Note: All requests must include a fundraiser invitation or other supporting information) Email the completed form to [email protected] The only Political Action Committee broadly focused on food, nutrition and health. If dietetics is your profession, policy should be your passion! Name of Candidate or Member: __________________________________________________________ Type Race: (circle one) House/Senate Stage: (circle one): Primary/ General State: ________________ District: (House only) _________ Party: Rep/Dem/Ind. Name of Campaign (e.g. Smith for Congress):_______________________________________________ Campaign Point of Contact: _____________________________________________________________ Campaign Phone Number: _______________________________________________________________ Type of Event: _________________________________________________________________________ Cost of Event: _________________________________________________________________________ Date of the event: ______________________________________________________________________ Requestor Name/Affiliate: _______________________________________________________________ Member ID: __________________________________________________________________________ Email Address: _______________________________________________________________________ Public Policy Coordinator Name: ____________________________________________________ Public Policy Coordinator Approval (Signature): _______________________________________ Note: All requests must be communicated to the Affiliate Public Policy Coordinator prior to sending your request to ANDPAC. To find your Affiliate Public Policy Coordinator, please visit the Academy Leadership Directory or email ANDPAC at [email protected] Please list the names of all members or staff who will attend this event: ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ xxxi Address that you want the check to be mailed to: (Enter “Same” if it is the same as the address above) ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ Expected Outcome of this event: ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ (For ANDPAC Office Use Only) Amount Approved: ________________________ Check #:_________________________ xxxii Approving Official: _________________________
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