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External Affairs Tactics Techniques Procedures (June 2013)

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External Affairs

Tactics, Techniques, and Procedures (TTP)

CGTTP 1-04.1
July 2013
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Commander 300 E. Main Street, Suite 1100
United States Coast Guard Norfolk, VA 23510
Force Readiness Command Staff Symbol: FC-P
Phone: (757) 628-4463

CGTTP 1-04.1
31 July 2013

COAST GUARD TACTICS, TECHNIQUES, AND PROCEDURES 1-04.1

Subj: EXTERNAL AFFAIRS

Ref: (a) Information and Life Cycle Management Manual, COMDINST M5212.12
(series)
(b) Standards of Ethical Conduct, COMDTINST M5370.8 (series)
(c) Operating Facility Change Orders (OFCO) Procedures, COMDTINST M5440.3
(d) Coast Guard Acquisition Procedures (CGAP), COMDTINST M4200.19 (series)
(e) Coast Guard Legislation, COMDTINST 5860.2 (series)
(f) U.S. Coast Guard Personal Property Management Manual, COMDTINST
M4500.5 (series)
(g) Supply Policy and Procedures Manual (SPPM), COMDTINST M4400.19 (series)
(h) Financial Resource Management Manual (FRMM), COMDTINST M7100.3
(series)
(i) Accounting Manual, COMDTINST M7300.4 (series)

1. PURPOSE. To provide useable tactics, techniques, and procedures (TTP) for personnel
conducting External Affairs (EA); the combined functions of Public Affairs (PA) and
Governmental Affairs (GA).

2. ACTION. The provisions of this CGTTP apply to all Coast Guard units. Internet release
authorized.

3. DIRECTIVES/TTP AFFECTED. None.

4. DISCUSSION. This publication provides the step-by-step guidance to perform the many
activities of Public Affairs and Governmental Affairs practitioners. EA TTP will evolve as
trends in governmental and public communication evolve. The foundations of the TTP
within this guide are time-tested practices that support successful External Affairs
programs.

5. PROCEDURE. No paper distribution will be made of this publication. An electronic


version of this TTP publication will be posted to the CGTTP Library on CGPortal. In
CGPortal, navigate to the CGTTP Library by selecting References, Tactics, Techniques,
and Procedures (TTP), and then TTP Library.
CGTTP 1-04.1
External Affairs TTP

6. REQUEST FOR CHANGES. Submit recommendations for TTP improvements or


corrections by email to:

FORCECOM-PI@uscg.mil

Info COMCOGARD FORCECOM NORFOLK VA//FC-P// on message traffic containing


lessons learned applicable to this TTP.

7. RECORDS MANAGEMENT CONSIDERATIONS. This publication has been


thoroughly reviewed during the TTP coordinated approval process. It has been determined
there are no further records scheduling requirements in accordance with Federal Records
Act, 44 U.S.C. 3101 et seq., NARA requirements, and Information and Life Cycle
Management Manual, COMDTINST M5212.12 (series). This publication does not have
any significant or substantial change to existing records management requirements.

8. ENVIRONMENTAL ASPECT AND IMPACT CONSIDERATIONS. Environmental


considerations under the National Environmental Policy Act (NEPA) were examined in the
development of this publication and have been determined to not be applicable.

9. FORMS/REPORTS. None.

WOLTER. Digitally signed by WOLTER.


WILLIAM.J.1137530267

WILLIAM. DN: c=US, o=U.S. Government,


ou=DoD, ou=PKI, ou=USCG,
cn=WOLTER.WILLIAM.J.1137530267
J.1137530267 Date: 2013.07.31 16:38:56 -04'00'
WILLIAM J. WOLTER
Captain, U. S. Coast Guard
Chief, FORCECOM TTP Division (FC-P)
By Direction of Commander,
Force Readiness Command
Table of Contents

Table of Figures .................................................................................................................................................... iii

Chapter 1: Introduction to TTP............................................................................................................................ 1-1


Section A: Overview .............................................................................................................................................. 1-2
Section B: Notes, Cautions, and Warnings ............................................................................................................ 1-3

Chapter 2: Public Affairs ..................................................................................................................................... 2-1


Section A: Media Relations ................................................................................................................................... 2-2
Section B: Entertainment Media Relations ......................................................................................................... 2-39
Section C: Community Relations ......................................................................................................................... 2-53
Section D: Imagery (Advertisement – Policy)...................................................................................................... 2-69
Section E: Social Media and the Internet ............................................................................................................ 2-88
Section F: Communication Action Plans ........................................................................................................... 2-144

Chapter 3: Governmental Affairs ........................................................................................................................ 3-1


Section A: Engagement Overview ......................................................................................................................... 3-2
Section B: Communication .................................................................................................................................. 3-22
Section C: Special Programs ................................................................................................................................ 3-30
Section D: Reporting ........................................................................................................................................... 3-49
Section E: Travel Procedures .............................................................................................................................. 3-60
Section F: Additional Resources .......................................................................................................................... 3-69

Chapter 4: History ............................................................................................................................................... 4-1


Section A: Artifacts Instructions............................................................................................................................ 4-2
Section B: Recording Coast Guard Oral Histories.................................................................................................. 4-4
Section C: Preserving Coast Guard Records .......................................................................................................... 4-7

Chapter 5: Standardization ................................................................................................................................. 5-1


Section A: External Affairs Standardization Team ................................................................................................ 5-2
Section B: Public Affairs Awards ........................................................................................................................... 5-5
Section C: Unit Training Program .......................................................................................................................... 5-9

Appendix A: Glossary and Acronyms ..................................................................................................................A-1

Appendix B: Hold Harmless Agreement .............................................................................................................. B-1

Appendix C: PAA Template Imagery ................................................................................................................... C-1

Appendix D: PAA Template Location ................................................................................................................. D-1

Appendix E: PAA Template Movie ...................................................................................................................... E-1

Appendix F: PAA Template Television ................................................................................................................. F-1

Appendix G: Author's Agreements ..................................................................................................................... G-1

Appendix H: Coast Guard Authors Approval Memoranda .................................................................................. H-1

Appendix I: Coast Guard Authors Denial Memoranda.......................................................................................... I-1

i
Appendix J: Authors & Artist Agreement .............................................................................................................J-1

Appendix K: Public Affairs Guidance Template ................................................................................................... K-1

Appendix L: CG-FRAGPAG ................................................................................................................................... L-1

Appendix M: External Affairs Post Training Evaluation Sheet ........................................................................... M-1

Appendix N: External Affairs Training Confirmation Sheet ................................................................................. N-1

Appendix O: External Affairs Training Request Sheet ......................................................................................... O-1

Appendix P: External Affairs Training Matrix ...................................................................................................... P-1

Appendix Q: Public Affairs Training Calendar ..................................................................................................... Q-1

Appendix R: Communication Action Plan Template ............................................................................................ R-1

Index.................................................................................................................................................................... I-1

ii
Table of Figures
Figure 2-1 Importing Photos screen capture ..................................................................................................... 2-69

Figure 2-2 Navigating to folder screen shot....................................................................................................... 2-70

Figure 2-3 Copying folder to desktop screen shot ............................................................................................ 2-70

Figure 2-4 Renaming the folder screen shot ...................................................................................................... 2-71

Figure 2-5 Select All screen shot ....................................................................................................................... 2-71

Figure 2-6 Open Adobe Bridge screen shot ....................................................................................................... 2-72

Figure 2-7 Open the metadata view screen shot ............................................................................................... 2-72

Figure 2-8 Select All screen shot ....................................................................................................................... 2-73

Figure 2-9 Select Batch Rename screen shot ..................................................................................................... 2-73

Figure 2-10 Batch rename you files screen shot ................................................................................................ 2-74

Figure 2-11 Embedding photos with your credit line screen shot ...................................................................... 2-75

Figure 2-12 Adding additional information screen shot .................................................................................... 2-76

Figure 2-13 Logging in with User Name and Password screen shot ................................................................... 2-79

Figure 2-14 Clicking on upload link screen shot................................................................................................. 2-80

Figure 2-15 Navigating and selecting photos to upload screen shot .................................................................. 2-80

Figure 2-16 Clicking on Open to upload selected photos screen shot ................................................................ 2-81

Figure 2-17 Reviewing photo metadata screen shot ......................................................................................... 2-81

Figure 2-18 Reviewing and editing metadata screen shot ................................................................................. 2-82

Figure 2-19 Validating edits complete screen shot ............................................................................................ 2-82

Figure 2-20 Clicking Add News Story link screen shot ....................................................................................... 2-83

Figure 2-21 Completing required fields screen shot .......................................................................................... 2-83

Figure 2-22 Reviewing for correctness screen shot ........................................................................................... 2-84

Figure 2-23 Verifying upload completed successfully screen shot ..................................................................... 2-84

Figure 2-24 Uploading selected photos screen shot .......................................................................................... 2-85

Figure 2-25 Multimedia Release Decision Tree screen shot ............................................................................... 2-87

Figure 2-26 Adding content to the timeline screen shot.................................................................................... 2-92

iii
Figure 2-27 Adding photos to the timeline screen shot ..................................................................................... 2-93

Figure 2-28 Adding a milestone screen shot ...................................................................................................... 2-94

Figure 2-29 Using the pencil icon screen shot ................................................................................................... 2-95

Figure 2-30 Example of a Facebook double post ............................................................................................... 2-96

Figure 2-31 Selecting the Admin Panel screen shot ........................................................................................... 2-96

Figure 2-32 Viewing the Admin Panel screen shot ............................................................................................ 2-97

Figure 2-33 Selecting the Manage drop down menu screen shot ...................................................................... 2-97

Figure 2-34 Setting your Posting Preferences screen shot ................................................................................ 2-98

Figure 2-35 Manage Permissions screen shot.................................................................................................... 2-98

Figure 2-36 Viewing the About page screen shot .............................................................................................. 2-99

Figure 2-37 Using the Insights page screen shot .............................................................................................. 2-100

Figure 2-38 Viewing comments screen shot .................................................................................................... 2-101

Figure 2-39 Moderating comments screen shot .............................................................................................. 2-102

Figure 2-40 Hiding a Post screen shot............................................................................................................. 2-102

Figure 2-41 Sending messages as the page screen shot ................................................................................... 2-103

Figure 2-42 Tagging pages for Facebook screen shot....................................................................................... 2-105

Figure 2-43 Using Facebook as yourself screen shot........................................................................................ 2-106

Figure 2-44 Commenting on Facebook screen shot ......................................................................................... 2-106

Figure 2-45 Writing a blog post screen shot .................................................................................................... 2-109

Figure 2-46 Uploading images screen shot ...................................................................................................... 2-111

Figure 2-47 Editing images screen shot ........................................................................................................... 2-113

Figure 2-48 Correcting the image in the media gallery .................................................................................... 2-113

Figure 2-49 Embedding video screen shot ....................................................................................................... 2-114

Figure 2-50 Updating a post after it has been published screen shot .............................................................. 2-115

Figure 2-51 Moderating comments screen shot .............................................................................................. 2-116

2-52 Standard Coast Guard Theme Display Image........................................................................................... 2-120

2-53 Twitter Basic Tweet screen shot.............................................................................................................. 2-121

iv
Figure 2-54 Twitter Retweet screen shot ........................................................................................................ 2-121

Figure 2-55 Retweeting in Twitter screen shot ................................................................................................ 2-122

Figure 2-56 Reviewing the Twitter feed screen shot ....................................................................................... 2-122

Figure 2-57 Uploading a video screen shot...................................................................................................... 2-124

Figure 2-58 Adding closed captions screen shots ............................................................................................ 2-126

Figure 2-59 Modifying video details screen shot ............................................................................................. 2-127

Figure 2-60 Adding closed captions to video screen shot ................................................................................ 2-128

Figure 2-61 Marking the caption start time screen shot .................................................................................. 2-129

2-62 Adding captions screen shot ................................................................................................................... 2-129

2-63 Editing a caption screen shot .................................................................................................................. 2-130

2-64 Publishing captions on YouTube screen shot .......................................................................................... 2-130

2-65 Selecting the publish method screen shot ............................................................................................... 2-131

2-66 Uploading the caption file to YouTube screen shot ................................................................................. 2-131

2-67 Uploading your caption file screen shot .................................................................................................. 2-132

2-68 Uploading to Flickr screen shot ............................................................................................................... 2-134

2-69 Adding tags in Flickr screen shot ............................................................................................................. 2-135

2-70 Creating a new set screen shot ............................................................................................................... 2-136

Figure 2-71 Using Organize & Create to add photos screen shot ..................................................................... 2-136

Figure 2-72 Adding photos to a set in Flickr screen shot ................................................................................. 2-137

Figure 2-73 Moving photos into a collection screen shot ................................................................................ 2-138

Figure 2-74 Viewing collections in Flickr screen shot ....................................................................................... 2-139

Figure 2-75 Deleting individual photos in Flickr screen shot............................................................................ 2-139

Figure 2-76 Deleting individual photos in Flickr screen shot............................................................................ 2-139

Figure 3-1 Sample STAFFDEL Itinerary Page 1 ................................................................................................... 3-14

Figure 3-2 Sample STAFFDEL Itinerary Page 2 ................................................................................................... 3-14

Figure 3-3 Sample STAFFDEL Itinerary Page 3 ................................................................................................... 3-15

Figure 3-4 Sample STAFFDEL Itinerary Page 4 ................................................................................................... 3-15

v
Figure 3-5 Congressional Correspondence flowchart ........................................................................................ 3-22

Figure 3-6 USCGA Sample BOV Charter Page 1 .................................................................................................. 3-36

Figure 3-7 USCGA Sample BOV Charter Page 2 .................................................................................................. 3-37

Figure 3-8 USCGA Sample BOV Charter Page 3 .................................................................................................. 3-38

Figure 3-9 USCGA Sample BOV Charter Page 4 .................................................................................................. 3-39

Figure 3-10 USCGA Sample BOV Charter Page 5 ................................................................................................ 3-40

Figure 3-11 USCGA Sample BOV Charter Page 6 ................................................................................................ 3-41

Figure 3-12 USCGA Sample BOV Charter Page 7 ................................................................................................ 3-42

Figure 3-13 USCGA Sample BOV Charter Page 8 ................................................................................................ 3-43

Figure 3-14 USCGA Sample BOV Charter Page 9 ................................................................................................ 3-44

Figure 3-15 USCG Sample BOV Checklist Page 1 ................................................................................................ 3-45

Figure 3-16 USCG Sample BOV Checklist Page 2 ................................................................................................ 3-46

Figure 3-17 USCG Sample BOV Checklist Page 3 ................................................................................................ 3-47

Figure 3-18 Report Spreadsheet........................................................................................................................ 3-51

Figure 3-19 Sample CG-0921 Look Ahead Report .............................................................................................. 3-52

Figure 3-20 Sample Congressional Affairs Week Ahead Report 1 ...................................................................... 3-53

Figure 3-21 Sample Congressional Affairs Week Ahead Report 2 ...................................................................... 3-54

Figure 3-22 Sample Congressional Engagement Report Page 1 ......................................................................... 3-55

Figure 3-23 Sample Congressional Engagement Report Page 2 ........................................................................ 3-56

Figure 3-24 Sample Storm Warning Page 1 ....................................................................................................... 3-57

Figure 3-25 Sample Storm Warning Page 2 ....................................................................................................... 3-58

Figure 3-26 Sample Contact Report ................................................................................................................... 3-59

Figure 3-27 Sample Flight Requests .................................................................................................................. 3-64

Figure 3-28 Sample Cost Comparison Page 1 ..................................................................................................... 3-65

Figure 3-29 Sample Cost Comparison Page 2 ..................................................................................................... 3-65

Figure 3-30 Sample Cost Comparison Page 3 ..................................................................................................... 3-66

Figure 3-31 Sample Cost Comparison Page 4 ..................................................................................................... 3-66

vi
Figure 3-32 Sample Cost Comparison Page 5 ..................................................................................................... 3-67

Figure 3-33 Sample Cost Comparison Page 6 ..................................................................................................... 3-67

Figure 3-34 Sample Air Request Form ............................................................................................................... 3-68

Figure 3-35 Budget Process Timeline ................................................................................................................ 3-74

Figure 3-36 Routine Meeting List ...................................................................................................................... 3-75

Figure 5-1 Hold Harmless Agreement Page 1 ...................................................................................................... B-1

Figure 5-2 Hold Harmless Agreement Page 2 ...................................................................................................... B-2

Figure 5-3 PAA Template Imagery Page 1............................................................................................................ C-1

Figure 5-4 PAA Template Imagery Page 2............................................................................................................ C-2

Figure 5-5 PAA Template Imagery Page 3............................................................................................................ C-3

Figure 5-6 PAA Template Imagery Page 4............................................................................................................ C-4

Figure 5-7 PAA Template Imagery Page 5............................................................................................................ C-5

Figure 5-8 PAA Template Location Page 1 .......................................................................................................... D-1

Figure 5-9 PAA Template Location Page 2 .......................................................................................................... D-2

Figure 5-10 PAA Template Location Page 3 ........................................................................................................ D-3

Figure 5-11 PAA Template Location Page 4 ........................................................................................................ D-4

Figure 5-12 PAA Template Location Page 5 ........................................................................................................ D-5

Figure 5-13 PAA Template Movie Page 1 ............................................................................................................ E-1

Figure 5-14 PAA Template Location Page 2 ......................................................................................................... E-2

Figure 5-15 PAA Template Location Page 3 ......................................................................................................... E-3

Figure 5-16 PAA Template Location Page 4 ......................................................................................................... E-4

Figure 5-17 PAA Template Location Page 5 ......................................................................................................... E-5

Figure 5-18 PAA Template Location Page 6 ......................................................................................................... E-6

Figure 5-19 PAA Template Location Page 7 ......................................................................................................... E-7

Figure 5-20 PAA Template Television Page 1 ....................................................................................................... F-1

Figure 5-21 PAA Template Television Page 2 ....................................................................................................... F-2

Figure 5-22 PAA Template Television Page 3....................................................................................................... F-3

vii
Figure 5-23 PAA Template Television Page 4 ....................................................................................................... F-4

Figure 5-24 PAA Template Television Page 5 ....................................................................................................... F-5

Figure 5-25 PAA Template Television Page 6 ....................................................................................................... F-6

Figure 5-26 Authors Agreement Page 1 .............................................................................................................. G-1

Figure 5-27 Authors Agreement Page 2 .............................................................................................................. G-2

Figure 5-28 Authors Agreement Page 3 .............................................................................................................. G-3

Figure 5-29 Coast Guard Authors Approval Memoranda .................................................................................... H-1

Figure 5-30 Coast Guard Authors Denial Memoranda .......................................................................................... I-1

Figure 5-31 Authors & Artist Agreement Page 1...................................................................................................J-1

Figure 5-32 Authors & Artist Agreement Page 2...................................................................................................J-2

Figure 5-33 Authors & Artist Agreement Page 3...................................................................................................J-3

Figure 5-34 PAG Template Page 1 ....................................................................................................................... K-1

Figure 5-35 PAG Template Page 2 ....................................................................................................................... K-2

Figure 5-36 PAG Template Page 3 ....................................................................................................................... K-3

Figure 5-37 PAG Template Page 4 ....................................................................................................................... K-4

Figure 5-38 CG FRAGPAG Page 1 ......................................................................................................................... L-1

Figure 5-39 CG FRAGPAG Page 2 ......................................................................................................................... L-2

Figure 5-40 External Affairs Post Training Evaluation Sheet Page 1 ................................................................... M-1

Figure 5-41 External Affairs Post Training Evaluation Sheet Page 2 ................................................................... M-2

Figure 5-42 External Affairs Training Confirmation Sheet................................................................................... N-1

Figure 5-43 External Affairs Training Request Sheet .......................................................................................... O-1

Figure 5-44 External Affairs Training Matrix ........................................................................................................ P-1

Figure 5-45 Public Affairs Training Calendar Page 1 ........................................................................................... Q-1

Figure 5-46 Public Affairs Training Calendar Page 2 ........................................................................................... Q-2

Figure 5-47 Public Affairs Training Calendar Page 3 ........................................................................................... Q-3

viii
CGTTP 1-04.1
External Affairs TTP

Chapter 1:
Introduction to TTP

Introduction This chapter discusses introductory TTP document information.

In This Chapter This chapter contains the following sections:

Section Title Page


A Overview 1-2
B Notes, Cautions, and Warnings 1-3

1-1 Chapter 1: General


CGTTP 1-04.1
External Affairs TTP

Section A: Overview

A.1. Overview This publication provides the step-by-step guidance to perform the many
activities of Public Affairs and Governmental Affairs practitioners.
External Affairs TTP will evolve as trends in governmental and public
communication evolve. The TTP foundations in this guide are time-tested
practices that support successful External Affairs programs.

Chapter 1: General 1-2


CGTTP 1-04.1
External Affairs TTP

Section B: Notes, Cautions, and Warnings

B.1. Overview The following definitions apply to notes, cautions, and warnings found in
this TTP.

NOTE: An emphasized statement, procedure, or technique.

A procedure, technique, or action which, if not followed, carries the


CAUTION:
risk of equipment damage.

A procedure, technique, or action which, if not followed, carries the


WARNING:
risk of injury or loss of life.

1-3 Chapter 1: General


CGTTP 1-04.1
External Affairs TTP

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Chapter 1: General 1-4


CGTTP 1-04.1
External Affairs TTP

Chapter 2:
Public Affairs

Introduction This chapter discusses the different elements of public affairs (PA) and the
TTP to accomplish PA missions.

In This Chapter This chapter contains the following sections:

Section Title Page


A Media Relations 2-2
B Entertainment Media Relations 2-39
C Community Relations 2-53
D Imagery (Advertisement – Policy) 2-69
E Social Media and the Internet 2-88

2-1 Chapter 2: Public Affairs


CGTTP 1-04.1
External Affairs TTP

Section A: Media Relations

A.1. Guidelines As a spokesperson for the Coast Guard, you have very broad authority to
for Release release information about missions and operations. The district Public
Affairs Officer (PAO) is available to assist with releasing information.

A.1.a. Maximum “Maximum disclosure, minimum delay” is the mantra that encapsulates the
Disclosure, Coast Guard’s policy on releasing information, and should guide your
Minimum Delay decision process.

 Maximum disclosure ensures all information concerning the activities


of our service is available to the public — except when restricted by
law.
 Minimum delay ensures the release of information in an expeditious
and forthright manner.
 Carefully review all information before release to ensure it is accurate
and does not violate policy.

A.1.b. Security, Public Affairs refers to security, accuracy, propriety, and policy as SAPP.
accuracy, This helpful acronym serves as a reminder of Coast Guard principles when
propriety, and releasing information. Use these SAPP guiding principles to decide
policy (SAPP) whether to release a piece of information:

A.1.b.(1).  Do not release information that violates operational security (OPSEC)


Security or national security.
 Do not release information that endangers lives.

Inaccurate information is difficult to correct after release. Include


NOTE: the “minimum delay” formula (mantra) to encompass the minimum
time necessary to ensure the information is accurate.

A.1.b.(2).  Verify the accuracy of information.


Accuracy

A.1.b.(3).  Appropriateness
Propriety

A.1.b.(4). Policy  Determine if the release of information violates existing policy such as
the Privacy Act.

Chapter 2: Public Affairs 2-2


CGTTP 1-04.1
External Affairs TTP

 Identify other policy that may affect the release of information. This
may include next of kin notification (NOK) or related ongoing law
enforcement operations.
 Process information using the “maximum disclosure, minimum delay”
formula (mantra) and the principles of SAPP.
 Determine your authority to release the information.

A.1.b.(5). Release The Assistant Secretary of Homeland Security for Public Affairs is the
Authority authority for release of information. Responsibilities for coordinating the
release of information include:

 Releases originating in Washington, D.C. that directly involve the


Secretary of Homeland Security.
 Releases on contract awards and grants of more than $1 million that
may draw significant public and congressional interest (i.e.,
Deepwater).
 Releases with policy-making implications.
The Department of Homeland Security (DHS) PA Secretary delegates
release authority to Commandant (CG-0922) Headquarters Public Affairs
Staff for the following:

 Subjects of potential controversy among the military services.


 Policy of other federal agencies.
 Public statements on foreign or military policy.
 Information on non-military incidents (i.e., hijacking, terrorist attack).
 Information reflecting the degree of effectiveness of intelligence
efforts.
 Subjects of national interest or involving more than one district.
 Information on the commissioning, decommissioning, relocation or
other significant changes to Coast Guard units. This type of
information is vetted through HQ Congressional Affairs.
 HQ PA delegates release authority to the areas and districts, who
delegate authority to unit commanders. Unit commanders can delegate
release authority to individuals in their unit, including the unit PAO.

A.1.c. ACA Follow Coast Guard release authority and apply the ability, competency,
principles and authority (ACA) principles. Area, district and unit commanders are
authorized to release information about their command’s world of work.

2-3 Chapter 2: Public Affairs


CGTTP 1-04.1
External Affairs TTP

 Consult the next highest release authority when in doubt about release
authority.
 Apply the ACA principles when deciding who must release the
information.
The ACA principles include: ability, competency, and authority.

A.1.c.(1). Ability  Ensure the ability to release the information.


 Analyze completion and incorporation of all facts.
 Check details for accuracy.
 Speak intelligently on camera.
 Review personal work load to ensure proper effort.

A.1.c.(2).  Designate subject matter experts (SMEs) and competent speakers.


Competency

A BM can talk more competently about small boat operations than


NOTE: an HH-60 pilot (and vice versa).

 Determine if the designated speaker is familiar with the area of


responsibility (AOR).

A.1.c.(3).  Determine the release authority when the information is a multi-agency


Authority response.
 Limit comments to unit activity without extending information about
the larger operation

A.1.d. The role of the PAO during a Uniform Code of Military Justice (UCMJ)
UCMJ Offenses action often includes reviewing and releasing information in special
Special circumstances. Follow these guidelines:
Circumstances
 Do not release information pertaining to accused persons.
 Release information pertaining to accused person only upon specific
request. Consult the prosecuting attorney prior to any release.
 Protect information on criminal suspects until there is confirmation the
person is formally charged with a violation of the UCMJ.
 Validate the suspect has been charged to ensure the case is a matter of
public record before providing information.
 Proceed with normal guidelines for the release and follow Privacy Act
restrictions when the suspect has been charged.

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CGTTP 1-04.1
External Affairs TTP

 The release of authorized information only occurs after a suspect is


formally charged. Follow these guidelines:

 Limit information confirming only that a suspect is in custody.

 Ensure information is released by the PAO.

 Request a trained attorney to assist in high-profile cases.


 Avoid implying an accused has committed an offense.
 Limit terms to “suspectedˮ, “accusedˮ, or “allegedˮ.
 Increase efforts to protect the privacy of members punished under
administrative proceedings at non-judicial punishment (NJP).
 NJP is an administrative hearing and not a criminal proceeding, so
protect the individual’s privacy to a greater degree. Maintain the
following awareness:

 Disclosure of the NJP disposition is not endorsed even under


freedom of information act (FOIA).

 Interest in routine administrative dispositions of employee


misconduct rarely outweighs an individual’s privacy interest.

 Guard the release of information from a command in high profile


cases as doing so sends the message that we hold our members
accountable.

 Determine the publics’ right to know after examining any


compelling arguments for public access to information.

 Release information on cases handled administratively without


providing the names of service members.

A.1.e. Family  Follow guidance limiting the Coast Guard’s legal authority to release
Members information on family members.
 Respect the Coast Guardʼs long-standing tradition prohibiting the
release of information on family members.
 Coordinate the release of information on surviving family members in
times of accidents and incidents with the family via the casualty
assistance officer.
 Do not release information if family members decline consent.

2-5 Chapter 2: Public Affairs


CGTTP 1-04.1
External Affairs TTP

A.2. Pollution The National Oil and Hazardous Substances Pollution Contingency Plan
Incidents (40 CFR Part 300) is the general guidance reference for public information
following spills. It specifies that the federal on scene coordinator (FOSC)
is the sole releasing authority for all official statements from participating
agencies concerning federal cleanup actions.

Anticipate stand up of a unified command using the incident command


system (ICS) as directed by the FOSC and a joint information center (JIC)
established to conduct public information operations for the response.

A.3. Most information is releasable in search and rescue (SAR) scenarios, but
Search and follow these guidelines:
Rescue
 Release only confirmed factual information.
 Stick to the facts.
 Do not speculate.
 Do not offer opinions.
 Do not offer theories on the cause.
Release names of missing in overdue cases as soon as possible:

 Notify NOK as soon as possible.


 Assume the NOK are the reporting source.
 Assume NOK contact by the SAR mission coordinator for information.
 Anticipate NOK may not actually be overdue and will contact us with
this information.
 Release names of people known to be in distress only after notifying
NOK.
 Release names of people after a reasonable period of time has passed
and you have not received verification.
 Releasing names in this case may prompt NOK to contact us possibly
with float plans or other info.
 Estimate “reasonable time” by using six to twelve hours as a guide for
routine cases.
 Recognize reasonable time may be different for each case.
 Provide a status change as victims are classified either as sighted or
recovered, but not yet positively identified.
 Do not release names of survivors until positive ID has been made and
names of the dead and injured have been released by local authorities.

Chapter 2: Public Affairs 2-6


CGTTP 1-04.1
External Affairs TTP

Follow these guidelines to prevent reporter speculation on names of the


dead:

 Indicate types of injuries rather than specific injuries.


 Prevent violating propriety by describing injuries in general terms.
 Remember that, as releasing authority you, are not a medical expert and
attribute whenever possible.
 Speak using specific terms such as “dead,ˮ “deceased,ˮ “wounded,ˮ
“injured (seriously, slightly),” and “missing.ˮ
 Avoid the following phrases:
 “No comment.ˮ
 “Missing and presumed dead.ˮ
 “90 percent probability of detection.ˮ
 “If theyʼre out there, weʼll find them.ˮ
 “It appears that…ˮ

You are authorized to release names while a case is still open. Once
NOTE: the case is officially closed, members of the media and the public
must submit a FOIA request to get the information.

A.4. Law The legal aspects of law enforcement naturally put limits on the timing and
Enforcement content of information released to the media. Coordinate all information
release with the servicing legal office.

While a law enforcement action is in progress:

 Guard against releasing information that enables unlawful activity or


avoidance of prosecution and punishment.
 Protect the innocent and safeguard sources of intelligence information.
 Do not release information.
 Do not confirm operations underway.
High profile operations are of interest to the media and public:

 Be aware news media aggressively develops information from private


sources.
 Confirm current operations only in general terms.
 Respond to law enforcement operations in general terms.

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 Use the phrase “As a matter of Coast Guard policy, I am not at liberty
to discuss ongoing law enforcement operations or judicial
proceedings.”
District commanders coordinate the release of information when the Coast
Guard is the lead agency. The applicable district commander:

 Coordinates with, and gains approval from, all concerned agencies.


 Coordinates with district and headquarters PAOs on all access requests.
 Requests authorization from district and headquarters PAOs prior to
permitting reporters on Coast Guard counter-narcotics and\or Alien
Migrant Interdiction Operations (AMIO) air and sea patrols.
During normal operation, security, and safety conditions, the commanding
officer (CO) and officer in charge (OIC):

 May embark reporters on other law enforcement patrols, such as


fisheries, without prior approval.
 Determine the need for demonstration patrols, as they are only
appropriate when they are clearly in the public interest.
 Coordinate demonstration patrols first with district or headquarters
PAO.
Situations presenting unique guidelines and restrictions are:

 Fisheries catch and seizures.


 Non-military incidents.
 Marine casualty investigations.
 Joint mission releases.

A.5. Tools and Release information using the best tools and tactics based on:
Tactics
 Specific situations.
 Communication goals.
 Audience.
Determine delivery method based on:
 Tools.
 Objectives.
 Audience.
 Expected response.

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A.5.a. News Leverage the news media to disseminate information to the public as a
Media global audience.

A.5.b. Social  Integrate information technology (IT) communities of interest using:


Media
 Blogs (web logs).

 Wikis.

 Social networks.

 Really simple syndication (RSS) feeds.

 Social bookmarking.

 Podcasts.

 Online media.
 Promote transparent and change-centric organizational relevance using
social media.
 Leverage social media as a means for direct communication to the
intended audience.
 Apply accepted policy, principles, and standard guidelines to releasing
information using social media.
 Adhere to Coast Guard guidelines when communications identify
official Coast Guard service. Exhibit vigilance regarding:

 Written communications.

 Personal imagery.

 Non-Coast Guard sponsored events.

 Networks and association.


 Units maintain communication with local PAOs to meet policy
objectives.

A.5.b.(1). Tips for  Establish a project-level communication plan that includes:


Successful Social
Media  A well defined message.
 Intended audience.
 Delivery method.

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 Objective for social presence.


 Support of existing social media efforts.
 Site maintenance.
 Communicating in professional language.
 Identifying yourself to instill credibility.
 Protecting credibility when communicating with the public.
 Not lying.
 Clearly differentiating between opinion and fact.

 Identifying personal opinion as individual perspective.


Present a professional and credible image through:

 Tone.
 Vocabulary.
 Personal affects.
 Attention to detail.

A.5.c. Coast The Coast Guard Compass is the official web log site. It provides an
Guard Blog opportunity to explore conversations with the public and provides:

 Opportunities to understand challenges from a personal perspective and


how these challenges are being addressed.
 Insight to the human side of service and complexity of missions.
 Opportunities to blog are excluded from anonymous comments.

A.5.c.(1). Coast  Request that bloggers post comments using their real names.
Guard Blog
 Moderate and review all submitted comments before posting.
Standards
 Review content for appropriateness.
 Post only after a thorough content review.
 Retain posts that are not a measure of Coast Guard discretion.
 Refer to Coast Guard or other employees by name.
 Eliminate posts with offensive terms and vulgar language.
 Discard posts that target specific ethnic or racial groups.

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A.5.d. Tactics  Recognize no one tool meets all communication requirements.


 Determine use based on the situation and communication goals.
 Prepare an initial release with effective information.
 Anticipate interest and write a follow-up release.
 Evaluate the need for on-camera interviews based on interest.
 Support potential news conferences based on response.
 Cultivate interest in the story line by providing imagery.
 Review the possibility of providing media access to the operation.
 Be aware of deadlines for various media outlets in your area when
scheduling a news conference or writing a release.
 Expedite information by contacting the local Associated Press (AP)
wire service with basic facts related to the story when you don’t have
time to draft a release.
 Develop media pooling when response is greater than expected.
 Designate a primary media rep and grant access to this point of contact.
 Inform the primary media representative of their responsibilities for
sharing the information and imagery with the rest of the media.

A.6. News Writing a news release provides information to the media in a clear and
Releases easily understood manner.

 The fundamental reasons to write a news release are to:


 Inform the media about a newsworthy event.
 Update newsworthy details of an ongoing case.
 Developing newsworthy releases helps to meet the following goals:
 Send clear and accurate messages to newsrooms.
 Filter non-newsworthy press releases from being sent to
newsrooms.
 Minimize effort on the part of very busy newsrooms.
 Establish credibility as an information source.
 Focus on newsworthy information with the greatest value.
 Refine time management and information sorting.

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 Notifying a series of media outlets simultaneously about newsworthy


events helps to:
 Organize information in a single news release.
 Provide parallel information to several media groups.
 Establish a proactive position in news delivery.
 Prevent overwhelming requests and demands for information.
 Minimize complaints about favoritism.

A.6.a. ABCʼs of Accuracy, brevity, and clarity are the ABCʼs of journalism. Align message
Journalism style to flow as written by a journalist and follow the ABC’s of journalism:

A.6.a.(1).  Deliver correct information.


Accuracy

A.6.a.(2). Brevity  Remove extraneous facts that do not pertain to the event.

A.6.a.(3). Clarity  Aim for clarity by using simple easy to understand words.
 Replace elevated words with simpler text to target an eighth grade
reading level.

A.6.a.(4). Consult AP’s style guide helps delivers a professional message:


AP Style Guide
 Use AP style guide as a professional reference to create news releases
in the same style as newspaper articles.
 Managing the message helps to ensure it runs verbatim in the next
day’s paper.

A.6.b. Parts of a The DHS issued a template for use by all DHS agencies.
news release
Releasing information to the media requires the following template
elements: required template elements, headlines, and datelines.

A.6.b.(1).  DHS/USCG header.


Required
 Contact name, phone number, and/or email address.
Template
Elements  “FOR IMMEDIATE RELEASE” and date.
 Headline.
 Story (one page only, if possible).
 “###” “uscg” or “30” at end.

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A.6.b.(2). Developing the headline ensures the information is newsworthy. When


Headlines developing a headline keep these recommendations in mind:

 Understand that the Coast Guard is not why the story is newsworthy.
 Find the news hook and put it in the headline.
 Make maximum use of space.
 Use abbreviations and acronyms only if the general public understands
them, but using numbers and eliminating unnecessary words (e.g.,
articles like “a,” “an,” and “the”) helps get the most information in the
least amount of space.
 Do not tell the whole story in the headline – create a hook for the story.
 Apply regular writing to news headline writing:

 Use simple construction and words.

 Subject – verb – object (who does what).

 No complex words or acronyms.

 Use active, vivid verbs.

 Be specific.

A.6.b.(3). A dateline:
Datelines
 Provides necessary information.
 Tells the story’s origin.
 Identifies the release location.
 Provides a city name - entirely in capital letters, followed by the name
of the state, country or territory where the city is located.
Add a geographic location as an alternative –this is particularly useful for
cutters operating in the Gulf of Mexico or other locations where there is
not an actual city.

A.6.c. The Writing in the media inverted pyramid style presents the facts arranged in
inverted pyramid order of importance – most to least. Unlike Coast Guard military messages
style written in chronological order, pyramid style writing is supported for two
primary reasons: space, and tradition.

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A.6.c.(1). Space  Let the facts tell the story. Space is money in the news business and
editors do not have time for flowery language.
 Be economical in choice of words.
 Deliver the most important facts first.

A.6.c.(2). The inverted pyramid style originates from the time when reporters sent
Tradition copy from the West to newsrooms back east across telegraph machines that
were unreliable and would often quit mid-story. Putting the important
facts up front allowed editors to get the gist of the story.

 Answer who, what, when and where first. These are the initial
questions readers ask about any given event. A good lead tells the gist
of the story and keeps the reader interested.
 Let secondary facts appear in the bridge and body.
 Give the most important first, then give details in the bridge and body.
 Keep the lead to one sentence, thirty words or less.
 Lead with the most important “Wˮ - whichever of the “who,” “what,”
“where,” or “when” is most pivotal to the story.
 Use the impersonal who – a generic description – in the lead, unless the
story is about well-known individuals, officials, organizations, or
corporations. If the story is about several people, more generic terms
can be used (“Three people were rescued and …”)

A.6.c.(3). The The bridge is the paragraph that connects the lead to the body of the story.
Bridge
 The acronym WAITS outlines what type of information belongs in the
bridge:

 Ws not in the lead (Why or How).

 Attribution.

 Identification of impersonal who(s) from the lead.

 Tie-back information, if the story is a follow-up.

 Secondary information.
 Ideally, the bridge is one sentence of thirty words or less.
 If you have one or more impersonal “whos” in the lead, the bridge
identifies the individual(s), unless NOK have not been notified or there
is another SAPP issue. This is when you might have to break the one
sentence with thirty words or fewer rules.

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 List deaths or injuries in alphabetical order by last name, regardless of


rank or position.
 If NOK have not yet been notified, include “Names of the dead and
injured are being withheld until their families have been notified.”
 Specify the remaining releasable information in the copy.
 Do not leave out a piece of releasable information just because it
appears unimportant.
 Provide more material than less, in case the editor has a larger spot to
fill. More news = good news!
 Contact the media person after sending a release to verify receipt and
offer any additional details.
 Do not “sitˮ on the news, for the following two reasons:

 News does not age well. At some point, it is just not newsworthy
anymore.

 Reporters have deadlines and the easier you make it for them, the
easier it will be on you.

A.7. Media The media prefers to interview operators, engineers, decision makers, and
Interviews technical experts in the field instead of the public affairs specialist (PAS).
Conduct interviews:

 In-person.
 On the phone.
 Via web-based communication (e.g., Skype).
Public Affairs personnel either:

 Participate as the interviewee.


 Prepare others to be interviewed.

A.7.a. Preparing Interviews communicate beyond the presented content. When preparing
for an interview for the interview:

 Pay attention to non-verbal communication cues like posture, tone, and


facial expression.
 Require the selected interviewee to have extensive knowledge of the
subject being discussed.
 Select the interviewee based on competency in the subject matter –
regardless of rank.

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 Focus the interview effort on an effective response that includes facts,


with an appropriate command message.
 Develop a command message.

 A command message is a theme or bigger-picture idea that the


command feels is important to reinforce. Examples include:
“wearing life jackets saves lives” or “the Coast Guard is America’s
first responder.”
 Connect the requested facts with the command message using
“bridging phrases” like:

 “…but what I want to emphasize is…”

 “…what’s important to remember is…”

 “…and this is further proof that…”

A.7.b. Types of The following sections discuss aspects of the three types of interviews.
interviews

A.7.b.(1). Print  In-person or over the phone.


 More in-depth.
 Non-verbals still matter.

A.7.b.(2). On-  Live or taped.


Camera
 Be brief (10-20 second response)!
 Emotional medium – showing too much or too little can make or break
your interview.
 Look at reporter, not the camera.

A.7.b.(3). Live  Immediate coverage.


Talk Back
 Host is not in same vicinity as interviewee.
 Look straight at camera.

A.7.c. Process Use the following process elements for conducting an interview:

A.7.c.(1).  Develop a written list of possible questions and answers, bridging


Preparation phrases, and command messages.
 Memorize!
 Pre-interview:

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 Introduce yourself.

 Be personable.

 Evaluate the reporter’s understanding of the subject.

 Give a brief summary of the subject including a command message.

 Ask for a deadline.

 Explain ground rules (e.g., SAPP, on the record, time/length, etc.).

A.7.c.(2).  Listen – pause – think – respond.


Interview
 Maintain eye contact.
 Be aware of body language during all interviews.
 Anticipate questions.
 Prepare ten to twenty responses for on-camera, live-talk back
interviews.
 Provide answers that include a related command message.

A.7.c.(3). Post  Ask the reporter if you met his or her needs.
Interview
 Confirm broadcast and/or print date.
 Give contact information.
 Be cordial.
 Thank the reporter and crew.
 Re-emphasize the command message.

A.7.d. Negative  When a reporter asks a question with a negative tone, do not repeat the
Questions negative.
 Respond with confidence and reframe the question to present a
command perspective.

 Example: “The Coast Guard didn’t even have the capability to save
those people, did they?” Response: “Our sailors and airmen put
themselves in harm’s way against daring odds to protect life, but
what’s important to remember is that we don’t control the
circumstances to which we respond.”

A.8. Public The appropriate command level HQ, area, district, or public affairs
Affairs Guidance detachment supervisor (PADET) develops public affairs guidance (PAG)
(PAG) as a mechanism for aligning messages and information.

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This guidance ensures that all authorized spokespersons and SMEs:


 Speak with one voice.
 Understand the sequence of release of information.
 Know how to respond to inquiries from the media and public.
 Maintain a consistent message throughout all levels of the organization.

A.8.a. Discussion PAG is not a communications plan or other strategic product, but a tactical
media relations tool supporting an overall communications plan or related
strategic product.

Spokespersons or SMEs use PAG primarily to prepare for an interview or


by a PAO or PAS who is preparing a spokesperson or SME.

Subordinate commands can use PAG to guide the localization of their


media engagement efforts. PAG ensures messaging is consistent with
elements used by spokespersons throughout the chain of command.
PAOs coordinate with relevant stakeholders, edit the final document, and
own the PAG.

A.8.b. Triggers PAG triggers include any plan, operation, situation, or issue that needs to
sequence and align communication efforts across multiple audiences or
groups of stakeholders. Coordination of key messages across various
organizational levels triggers PAG creation.

Detachment, district, area and HQ levels can generate PAG, as appropriate.

Areas may request PAG from CG-09222 for emerging issues in their AOR
when those issues have Coast Guard-wide implications.

To request PAG from HQ, areas and districts, submit:

 Proposed language and messaging for PAG.


 A written description of the situation or issue requiring PAG.

NOTE: Not every situation or issue requires PAG.

 Before drafting and routing a PAG, assess the situation’s scope.


 When guidance is simple or narrow in scope (i.e., forward all queries to
CG-09222) and/or subjects are clearly covered by existing doctrine or
guidance (i.e., Guidelines for Release, Privacy Act, FOIA, etc.), follow
the most efficient avenues for accomplishing the task.

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 Emergent issues are often supported by Fragmentary PAG


(FRAGPAG).

 FRAG PAG guidance contained in appendix (m).

Remember PAG is a tool, not a requirement for conducting public


NOTE:
affairs.

A.8.c. Content Use the standardized PAG template to provide customers a consistent
product in form and function.

Aside from the header, footer, and masthead, format PAGs using Times
New Roman 12 to remain compatible with other PA products.

 Use AP style guide when writing

 Public statements.

 Key messages.

 Talking points.

 Questions.

 Responses.
 Include the following elements in a PAG

 Subject of guidance.

 Effective date.

o Date the PAG becomes authorized for use.

 Termination date.

o Date this version of the PAG is no longer valid.

o Date the PAG is due review or update.

o Label items with an ongoing issue as “indefinite.”

 Point(s) of contact – list all relevant points of contact (POCs)


including:

o PA POC.

o Designated SME(s).

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o Partner agency POCs.

o Field unit POCs.

o Designate spokespersons who are qualified to speak on the


record as authorized POC spokespersons.

 Background.

o Detail the “who,” “what,” “where,” “when,” “how,” and “why”


for the audience assuming they lack basic information on the
subject issue, incident, or operation.

o Collect the bulk of information from the relevant program,


department, division and/or SME.

o Write for an internal audience as the intended audience for this


section is internal to the Coast Guard (AP style not required).

 Situation.

o Provide an overview and assessment of the condition and


discuss the information environment surrounding the PAG
subject.

o Assemble a relevant and informed assessment of media


coverage by including:

 What is being said.

 Public perception.

 Areas of concern.

 Areas of opportunity.

o Provide links or excerpts from any previous subject-related


communication including:

 News releases.

 Social media engagement.

 Relevant websites.

 Blogs.

 Other online content.

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o Both the background information and situation provide the user


with the rationale driving the PA posture and messaging
strategy.

 Coordinating Instructions outlines:

o Instructions for handling information.

o Levels of release authority.

o Details for handling inquiries (e.g. “Send all inquiries to CG-


09222”).

 Posture.

o Designates the desired media posture.

 Public/Contingency statement.

o Create a one paragraph statement with the 5 Ws and H.

o Define a key message that is releasable.

o Craft message language suitable for:

 Opening statements.

 Release via email.

 Phone interviews.

 Message alignment during an interview.

o Prepare messages in advance as a response tactic for scenarios


where:

o Media requires a quick comment.

o Availability of an authorized speaker is not possible under short


notice.

o Write in the AP style.

 Key Messages.

o Key messages are position statements that describe our stance,


belief, and viewpoint on a subject.

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o Examples:

 “We are committed to securing our ports.”

 “We have great working relationships with our federal state


and local partners”.

 “The public can rest assured we will clean this beach and get
it back to the condition it once was before the spill.”

o Present information in a 10-second sound bite.

o Provide memorable audience “take-awaysˮ.

o Elements of a good key message.

 Short.

 Memorable.

 Relevant.

 Positive.

 Newsworthy.

 Understandable.

 Meaningful to the audience - not just the Coast Guard.

o Write in the AP style.

o PAG contains a minimum of three key messages and a


maximum of five key messages.

 Talking Points.

o Serves to support the position presented in our key message.

o Provides additional amplifying information such as:

 Timelines.

 Dates.

 Resources.

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o Avoid listing excessive facts that do not support the message


strategy.

o Write talking points in the AP style.

 Questions and Responses (Q&R).

o Developing a list of potential media questions and responses.

o Anticipate tough questions.

o Vet the tough questions through the appropriate chain of


command.

o Prepare the spokespersons with cleared and vetted responses to


questions that pose the greatest threat to the organization.

o Evaluate and define questions beyond the information normally


available in releases or fact sheets.

o Do not waste white space on overly obvious or easy questions.


Examples:

 “How many people were rescued?”

 “How many assets were involved in the search?”

o Include information and a key message for each response.

o Provide direct answers to questions.

o Support the key message with a talking point.

o Use messages and talking points already in your PAG.

This gives the reader an example of what an effective response may


NOTE:
look like.

o Write talking points in the AP style

If the posture guidance directs the release of a contingency


NOTE: statement or statements in lieu of media interviews, the Q&R
section might not be necessary.

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A.8.d. During development and before publishing, PAG authors:


Coordination and
Clearance  Establish a process to ensure proper coordination of appropriate staff
elements (i.e., OLE, OPS, response, etc.).
 Provide a copy of all final PAG documents to CG-09222.

CG-09222 maintains a central PAG library for reference and


NOTE:
archiving.

A.8.e. FRAGPAG is an abbreviated, less detailed form of PAG.


Fragmented
Public Affairs  Format one page but no more than two.
Guidance  Follow procedures outlined above for a PAG.
(FRAGPAG)
 Understand FRAGPAG authors have more flexibility.
 Use the FRAGPAG approach when contents require a more agile,
flexible tool.
Use FRAGPAG to:

 Augment existing PAG.


 Assist Coast Guard personnel in responding to media queries.
 Provide information when formal PAG is not required.
 Respond when a specific incident, accident, or emergency requires
timely coordination of messaging and dissemination to the field.
 Guide the field when they need some but not all guidance outlined in a
formal PAG or comms plan.

 Example: When district PAOs are authorized to provide a statement


but are directed to forward interview requests to HQ, they would
receive the statement but TPs and Q&As would be removed.
 Use the standard FRAGPAG template attached to this SOP to provide
customers a consistent product in form and function.

A.9. SME Prepare the spokesperson for an interview using the established ground
Preparation rules in the following section.

A.9.a. Selecting a A spokesperson is often not the PAO. When selecting a spokesperson,
spokesperson incorporate these elements in the selection strategy:

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 Criteria

 Strategic focus.

 Big picture awareness.

 Well rounded.

 Leadership role.
 Technical focus

 Topic expert.

 Close to the issue.

 Well versed on subject.


 Human interest

 Personable.

 Relatable.

A.9.b.  Appropriate level of knowledge


Characteristics of
an effective  Effective communicator.
spokesperson
 SME.

 Speaks on topic.

 Informed of related current events.


 Understands command strategy

 Focused on a command strategy.

 Supports global command goals.


 Delivers a story in context

 Avoids providing personal opinion.


 Confidence of leadership

 Recognized for positive personal and professional attributes.

 Accepted representative.

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 Desire

 Ensure SME’s comfort-level with on-camera presentations.

 Effective presenter.

 Eagerness is not a primary characteristic.

A.9.c. Prepare the Prepare the spokesperson for an interview by including these elements:
spokesperson
 Provide a date, time, and location.
 Focus of story.
 Reporterʼs bias, topic perspective, and individual reporting
background.
 Interview goals.
 Requests for information, location, b-roll.
 Information already provided to reporter.
 Photography/video: prepare your SME!
 Message development plan.

 Use to prep SME.

 Include news releases, fact sheets, Q&A.

 Interview techniques.

 Guidelines or ground rules. Folks debate about which to use.

A.9.d. “Murder  “Role playˮ as the reporter and interview the SME.
board”
 Develop five interview questions from each topic list:

 Anticipated and obvious.

 Positive and service promoting.

 Negative and provoking.


 Provide feedback and advice.

A.9.e. Pre-  Meet and greet with the reporter


interview
 Determine knowledge level.

 Review, correct, and clarify information.

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 Inquire as to the primary interview question.

 Provide professional background on SME.

 Define brief guidelines for interview.

 Time, topic, SAPP, on the record, deadlines and broadcast time.

 Provide a press kit.


 Meet with SME

 Reveal the reporter’s focus.

 Provide any specific questions.

 Confirm deadline, publication/broadcast time and date.

 Provide other sources used.

 SAPP check.

A.9.f. Monitor the  Establish a professional climate.


interview
 Restate guidelines.
 Maintain role as facilitator.
 Turn over interview to SME.
 Watch the time.
 Record and take notes.
 Clear up misunderstandings.
 Remain aware of potential problems during the interview:

 Inaccuracies.

 Reporter straying from ground rules.


 Evaluate before interjecting:

 How sensitive was the information released?

 How egregious was the trampling of the ground rules?


 Recommended damage control strategy:

 Protect and maintain the SME’s credibility.

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 Wait until after the interview to diffuse any issues with the
journalist.

 Remember: superior officers have the discretion to articulate


information in his\her preferred management style.

A.9.g. Reporter  Correct factual errors.


follow-up
 Ensure needs are met.
 Clear up misunderstandings.
 Follow-up questions.
 Confirm publication/broadcast time and date.
 Provide contact info – leave a business card!
 Reinforce the SME’s key command messages.

A.9.h. SME  Measure of performance


follow-up
 Interview skills.

 Ability to deliver responses.


 Measure of impact

 Include tone, content, and impact in story analysis.

 Relate effect on audience and command.

 Provide publication/broadcast time.

A.9.i. SME prep -  Initial call has already occurred.


print interview
 Meet with the reporter (who we’ve already met).
procedure
 Introduce yourself and explain your role.
 Determine knowledge and deadline.
 Review press kit with reporter.
 Find out what they are looking for, what they are hoping to answer.
 Deliver command message.
 Explain ground rules:

 Time.

 Attribution.

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 Topic.

 SAPP.

 Follow-up requests go to PAO, not SME.


 Share intel with SME and prep for interview.

 Explain our role and how we add value before, during, after
interview.

 Provide background on reporter.

 Ground rules.

 If there are tough questions, SME can just refer the question to
PAO.

 Review press kit with SME.

 Answer most important question.

 Check area for security violations and badges.


 Escort reporter into interview location.

 Take positive control and make introductions.

 Review ground rules again in front of both parties.

 Notify that the interview is being recorded.

 “The commander’s ready for the first question.”


 During interview:

 Monitor and take notes during interview.

o Responses.

o Non-verbal communication.
 Escort reporter out of the interview.

 Correct any misunderstandings.

 Any more information?

 Date of publication?

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 Re-emphasize command message.


 Debrief SME

 Self-assess.

 Go over each question (what was good, what could be better).

 Publication date.

 Prediction of impact (manage expectations because the story is


larger than the interview).

A.10. Editorial An editorial board is a 45 to 60 minute meeting between an operational


Boards commander and a newspaper’s editorial board or other media organization
to provide in-depth background on-the-record. The outlet often writes a
news article and/or editorial on the meeting, but not in every case. Hosting
or conducting an editorial boards can achieve several objectives.

An editorial board can:

 Update media outlets on the status of an operation or Coast Guard


command.
 Provide a general briefing on a Coast Guard issue and articulate future
way-ahead initiatives.
 Educate people who consume the media outlet’s information on the
challenges and opportunities associated with a Coast guard operation of
command.
 Fully explain and articulate the context surrounding a Coast Guard
issue in the news.
Editorial boards normally open with a brief statement or overview,
followed by a question and answer (Q&A) period. Senior Coast Guard
leaders use these to communicate their positions on timely, sensitive, high-
interest topics to regional, national or international media.

 Examples of issues that could be the subject of an editorial board


include:

 Communicating a new regulation for the Coast Guard to enforce.

 Mission execution concerns.

 Commander's intent.

 Budget constraints and its effect on operations.

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 Any other sensitive subject that cannot be communicated through a


news conference or time constrained interview.
The editorial board can consist of, but is not limited to:

 The editor.
 The editorial page editor.
 An editorial board member (writer).
 A reporter who covers relevant issues for the newspaper.
 The editor of the newspaper’s relevant section.
 A local citizen.
To prepare for editorial boards, anticipate the issues important to the media
and prepare to answer tough questions. Be sure to prepare brief, informal
opening and closing statements, and then prepare to open the meeting for
dynamic discussions. It is important to take minutes or record the meeting
to reconcile any information discrepancies. Commands can initiate an
editorial board with a media outlet in their AOR.

A.11. Interview Many times, Coast Guard operations spark interest from the news media.
Techniques Operational commanders must communicate with the news media and
public about the operations for which they are responsible. It is Coast
Guard policy that those responsible for mission execution should deliver
the information about Coast Guard missions to the public and news media.
Interviews are the main method journalists use to collect information about
Coast Guard operations. When responding to inquires from the news
media, be proactive. The following is a guide for a successful interview.

A.11.a. Regardless of the information the news media is requesting, the interest for
Preparation information would not exist if a newsworthy event or issue did not exist.
Being proactive means preparing for the interview. Preparation is the key
to a good interview. Being in control of the requested information is key
to having a successful interview. It is not likely that a person can know all
the questions a reporter will ask, but it is never inappropriate to ask what
questions to prepare for. If a reporter chooses not to reveal the questions
they intend to ask, formulate responses before the interview.

A.11.b. Command While you probably won’t know exactly what a reporter will ask during an
Messages interview, there are ways to figure out what kinds of questions a reporter
might ask. Make a mental or written list of the five easiest and hardest
questions a reporter could ask about the particular topic or event. Prepare
one or more command messages related to the topic.

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Command messages are information the Coast Guard wants to


communicate regardless of the questions asked. Keep each message short
and simple. Preparing command messages and responses is the first step to
conducting a successful interview.

A.11.c. Location For every television interview, you must select the location of the
interview. The general rule for an interview’s location is in an
environment associated with the newsworthy event. Some examples
include: in front of a Coast Guard aircraft, vessel, or building. On-camera
visualizations are important.

A.11.d. Guidance The following guidance outlines the beginning to end interview process.
on Conducting the
Interview

A.11.d.(1). Initial Make sure to provide reporter access to the selected location. Provide an
Meeting and escort at all times. Conduct a formal introduction and offer any assistance
Introductions as needed. Treat all guests with courtesy, professionalism, and respect. If
reporters do not have all the information on the event before the interview,
provide them an outline or news release containing the pertinent
information on the event, operation, or case.

Explain to reporters what can and cannot be discussed or released, and set
these ground rules before beginning the interview. If conducting a news
conference, set firm ground rules to promote good order and discipline.

A.11.d.(2). Once all preparations are complete, the interview is ready to commence.
Conducting the The reporter asks questions and the interviewee responds, doing his or her
Interview best to direct the course of the interview to prevent releasing the wrong
information to the public. Make statements people can understand. If a
reporter asks an inappropriate or difficult question for which no immediate
answer exists, deliver a previously agreed upon command message, or state
you will seek an answer and follow up. Repeat key messages as often as
possible. Be professional in every capacity from the way a uniform is
worn to the way information is being delivered.

When the reporter asks questions, respond vice simply giving an answer.
A response is simply a prepared statement developed before the interview
takes place. Most public relations practitioners call these talking points.

A response is not just an answer to a question, but a well-crafted


combination of an answer and important information. The interviewee
must provide two things – information (the piece that answers the
question) and a command message (the command’s position or perspective
on the issue/event).

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The response can be thought of as information plus a message.

The following are examples of the difference between answering a


question and providing a response:
 Reporter’s Question: “Why did the Coast Guard call off the search?”
 Answer: “The district Commander directed our unit to stop searching.”
 Response: “The Coast Guard made the very difficult decision to call
off the search after searching an area of over four thousand square
miles for three days. Life jackets and electronic radio beacons help the
Coast Guard finds those lost at sea and save lives.”
If the interview is not a live on-camera interview, and you say wrong thing,
always ask the reporter to repeat the question so you can issue a correct
statement. Even if a reporter pauses for a spokesperson to provide more
information, a Coast Guard spokesperson is not obligated to provide more
information. Never speculate.

End the interview after conveying all pertinent information. Help the
media know what is important and to stay focused on the current issue.
When the interview is over, the reporter might ask if you have anything
else to add. This is the best opportunity to deliver the command message
or overarching USCG position on the event or operation being discussed.

After the interview, correct any errors, clarify any additional requirements,
determine the interview’s air date, thank the reporter, and escort the
reporter off base.

A.11.d.(3). Limits The Department of Defense (DOD) and Coast Guard have set standard
on “Maximum limits to its “maximum disclosure, minimum delay” policy to ensure
Disclosure, consistency of information released by the many commands, activities, and
Minimum Delay” military bases that make up the Armed Forces. These restrictions are:

 Security: Spokespersons must safeguard classified and operationally


sensitive information.
 Accuracy: Information sources provide only factual information, they
do not speculate.
 Propriety: Appropriate information release from the right source must
always be practiced. You must never communicate inappropriate or
unnecessary details of Coast Guard operations or issues to the public.
 Policy: Spokespersons must always be aware of Coast Guard’s policies
regarding the release of information as well as their local command and
district information release policies.

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A.12. Inquiries can come directly to public affairs or to the program office. Many
Responding to people in program offices are comfortable with speaking directly to
Inquiries reporters about their subject matter area. Reporters who are familiar with
these people often call them directly, bypassing public affairs altogether. If
you have a trusted SME who takes reporters’ calls directly, you should
connect with that person so he or she tells you when he or she speaks to a
reporter. This is not for them to gain approval, but so you are aware of a
possible story coming out and not blindsided by its publication and any
feedback or issues it creates.

 There is no such thing as “off-the-record.” Interact with journalists


assuming they are recording everything you say which they can use in
the story. Good journalists work to ensure an accurate and fair story,
but you must always be aware of who you are speaking to – someone
who is looking for a story nobody else has.
 Do not speculate, give a personal opinion, or guess. Provide only the
facts.
 Discuss only the subject and what you know about it. If the reporter
asks you questions that you know nothing about, politely say “I’m
sorry, but I can’t speak to that. I’ll see about finding the appropriate
contact for you about that.”
 Describe scenarios using correct terminology and repeat descriptions
when the reporter provides an incorrect description. Do not accept
terminology with which you do not agree.
 Ask a reporter to repeat the question if you do not understand it.
 Anticipate on-camera scenarios (either taping or a giving a live
interview), and become familiar with potential requests, situations, or
terminology being used to provide instruction to you, by politely
asking the reporter or producer to explain the situation and what is
being asked of you.

A.12.a. Response When you receive a reporter’s telephone or email inquiry, ensure you get
Guidelines the following information:

 The reporter’s name, contact information, and media outlet. College


newspapers, association publications, or similar entities count as media
outlets.
 The exact nature of the request. Is it a comment on a situation, a
request to speak to an event participant (such as a rescue swimmer), or
basic information?

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 Consult the PAG, if available, for information on the subject matter –


what is the Coast Guard’s posture on the subject? Is there a response in
the Q&R section?
 If you must contact a SME for a response, be sure to provide as much
information as possible aside from the query itself. Work with the SME
to ensure that you provide as complete a response as possible for the
reporter. Explain to the SME that he or she should speculate or express
opinions in the response, and that any information provided should be
available to any member of the public. Also, make sure they know if
there is a deadline for the information.
 Respond to the reporter as promptly as possible. If you cannot make
their deadline or need more time to get the information, be sure to let
them know as soon as possible so you can get extra time to respond to
the query. If that is not possible, simply say you are sorry you are
unable to get the needed information by the deadline.

A.13. Public PAs deployed independently or in small groups are responsible for
Affairs carrying out public affairs missions in coordination with the operational
Deployment units to which they are assigned. PAs use multiple tactics learned
Guide throughout their careers to maximize efficiency and develop quality
products that effectively publicize and promote operational missions.

A.13.a. Overview PAs have a large responsibility when deployed in support of a contingency
or other operation. A PA’s job is more than simply taking photographs or
gathering video. A PA’s job is to communicate, and gathering imagery is
only one means of communication.

Deployed PA responsibilities include, but are not limited to: writing


feature stories, gathering imagery, producing informative and educational
multimedia productions, and serving as a public spokesperson when
needed.

If drafting a news release, always route the release for approval through the
supported unit’s or mission’s chain of command. The district PAO must
clear all releases when supporting units or missions in one district. The
area PAO approves all releases if involving more than one district, or
supporting a unit or mission assigned to, or under the operational control
of, an area command. CG-0922 or DHS Office of Public Affairs must
approve all releases for incidents of national significance or other highly
visible operations when appropriate. It is critical that any information
requiring district, area, Headquarters, or DHS clearance be processed
appropriately.

Just as with drafting a news release, it is imperative that all information,


imagery, and products be shared with the appropriate information releasing
authority. The serving district or area External Affairs Office (EAO)

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needs a copy of everything gathered or produced, including raw and


unreleased photos and video. Send these materials as soon as possible.
PAs must be especially resourceful when the infrastructure or technology
limitations impede the ability to transfer large amounts of imagery or
information. Networking with Coast Guard, DOD, or civilian IT
specialists who can assisting with transferring data or imagery, is a key
objective to get the products and information gathered to the right sources.

A.13.b. Written The easiest and fastest way to communicate a message is through the
stories written word. When aboard a cutter or in an area with limited or no
internet connectivity, transmitting written stories takes minimal bandwidth
and can be transmitted via email to numerous internal and external sources.

Feature stories do not need to be lengthy, but they need to be long enough
to convey the operation being supported. Each feature should stand-alone
and tell its own story. Do not write stories that read like a ship’s log or
have a chronological sequence with other stories. Each story should be
unique, creative, and insightful. Ensure a diverse set of missions and (more
importantly) people are captured. This is essential to a successful and
impactful campaign.

A.13.b.(1). Deployed PAs follow the same guidance for information and product
Distribution distribution as they would for drafting a news release. Product and
information distribution must be coordinated with the appropriate release
authority.

A.13.c. There is a constant and persistent need for high-quality, high-definition


Videography video. Such video is used in numerous television productions, Coast Guard
training, and presentation materials used by Coast Guard personnel.

A.13.c.(1). As experienced video professionals, the PA’s role is paramount in


Objective successfully obtaining high-quality video footage of operations.
During deployments, PAs obtain and document multiple events and
scenarios supporting various imagery and multimedia initiatives.

A.13.c.(2). While deployed, PAs must capture and collect a vast amount of stock
Stock Imagery imagery. Follow all guidelines for video footage quality standards
including being properly stabilized with good audio to ensure video
footage.

Stock video footage is an absolute staple for any video library. Be sure to
film entire sequences, including capturing long shots, medium shots, close-
ups, extreme close-ups and all other various angles of significant
operations being documented.

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A videographer does not need to document an entire event or evolution, but


must be sure to take clean, crisp video with good audio in ten to twenty
second segments (unless the action or subject dictates otherwise), and
avoid zooming and panning while filming.

Whether or not the footage is used for an actual project, the PA must
transfer all video footage to the servicing public affairs office to use,
distribute, and archive.

A.13.c.(3). The elements of telling a story through a visual medium are the same for
Video Projects telling a story through a written feature.

During deployments, PAs can produce several video products to highlight


the missions and people of the operation.

For video projects, as with a written feature, a PA must conduct interviews.


On-camera interviews are used with other footage obtained from
operational documentation.

Short video projects should not last more than three to four minutes (unless
the subject and the visuals dictate otherwise), and every video must meet
requirements in the AP Stylebook, including having proper video slates.

A.13.c.(4). Due to internet connectivity, bandwidth limitations, and video file sizes,
Distribution transmitting video from remote locations may not be possible. Use any in-
port opportunities and the previously mentioned networking opportunities
to facilitate video transmission. Some examples include using local Wi-Fi
connections at restaurants, libraries, or public places offering free Wi-Fi, or
the shipʼs WSIII system when connected to shore power and
communications.

A.13.d. Capturing compelling photography is just as important as video and written


Photography stories.

Remember to always follow applicable image capture policies when


producing photographic images.

A.13.d.(1). File Per DVIDS/DIMOC operational agreement, transfer all imagery released
Optimization with the Defense video and imagery distribution system (DVIDS) to the
Defense Imagery Management Operations Center, as Coast Guard assets.
DVIDS also transfers imagery to the National Archives and Records
Administration per reference (a) and on the advice of the Coast Guard
Office of Public Affairs (CG-0922).

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To ensure Coast Guard imagery is widely available to the public, it must be


released at the highest possible quality in the most accessible format.

Use the following settings to ensure proper archiving:

 Use your particular camera model’s procedures to download and save


imagery to a folder.
 Save submitted imagery in the highest quality JPEG file format. If your
images are not already saved as JPEGs, or you are not sure, open
Photoshop and save the images with the following settings:

 File Format: JPEG

 Quality: Highest possible

 Format Options: Baseline optimized

 Filename: Use a Visual information reference identification number


(VIRIN) for the file name. Make sure the VIRIN used for the
filename matches the VIRIN used in the file.

Do not make any color corrections, or change the file size, the image
NOTE:
size, or the resolution. Also, do not crop your images.

A.13.d.(2). At a minimum, upload all photographs to the following:


Distribution
 DVIDS.
 The Coast Guard Compass: Notify the CG Compass whenever photos
are released so they may re-distribute the materials to additional
audiences.
 Individual hometown newspapers: Once approved for release and
uploaded into DIVIDS, release photos of individuals to their hometown
newspapers (daily and weekly), including the name, age, and
hometown in the caption.

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Section B: Entertainment Media Relations

B.1. MOPIC The following Motion Picture and Television Office (MOPIC) guidance
Guide to should help Coast Guard personnel and units understand the processes for
Supporting supporting entertainment media productions.
Entertainment
Productions

B.1.a. General MOPIC is the only Coast Guard entity authorized to support entertainment
Guidance or non-news television shows and major motion pictures. MOPIC is a
Headquarters-designated public affairs office with authority to sign legal
contracts known as production assistance agreements (PAA). PAAs
specifically-addresses liability and provide a layer of protection for Coast
Guard commands.

MOPIC’s mission is to enhance public awareness and understanding of the


Coast Guard, its members, and its missions through a cooperative effort
with the entertainment industry at no additional cost to the U.S. taxpayer.
The service is well-regarded for its successful collaboration with the
entertainment industry.

B.1.b. Specific PAOs must follow the guidance below when engaging with any member of
PAO Guidance the entertainment industry:

 Immediately route all entertainment industry inquiries, requests, and


visits to MOPIC. Production companies often contact local Coast
Guard units directly, inadvertently or intentionally bypassing the
established vetting process. Units must not engage these contacts
beyond referring them to MOPIC.
 PAOs must not sign any forms provided by the entertainment industry
to Coast Guard commands and members. This includes image and
location release forms. Often, productions filming on commercial and
recreational vessels unintentionally film Coast Guard members
conducting vessel boardings. Before they can use the footage, the
production asks Coast Guard members to immediately sign image
release forms. Coast Guard members do not have the authority to
release their images while on-duty and expose themselves to potential
liability by engaging. Refer the production to MOPIC.

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B.1.c. Coast Coast Guard support of entertainment productions requires written


Guard Support confirmation that the project will air on a U.S. television network or be
Criteria released by a motion picture studio. The projects must accurately portray
Coast Guard members, missions, and assets. The requested Coast Guard
unit’s CO or OIC ultimately approves resource support for the project once
MOPIC vets and approves the request. The production company or studio
signs a PAA and provides a certificate of insurance.

 MOPIC requires at least two weeks to properly vet an entertainment


request and obtain all necessary documentation including a signed
PAA and certificate of insurance. Short-fuse requests for immediate
filming are not realistic and declined outright.
 The entertainment industry is a competitive marketplace where
production companies lobby, pitch, and market new ideas to television
networks and movie studios. The Coast Guard does not support
developing these marketing tools (often referred to as “teaserˮ or
“sizzleˮ reels). Some productions attempt to film an entire show
without confirmed network distribution. These are referred to as pilots
or pilot episodes, and are not supported by the U.S. Coast Guard.
 Commands request MOPIC approval to host or approve of any filming,
meetings, or location scout visits by entertainment company producers
or their representatives until MOPIC approves the producers request or
there is a signed PAA.
Production companies, writers, and other creative entities often contact
units directly to obtain historical case information, research life at a type of
unit, or seek other insights about the Coast Guard.

These visits and inquires can be very distracting to commands and


incredibly time consuming. Refer these to MOPIC – do not engage.

 MOPIC focuses Coast Guard support on projects that will reach and
educate the American public. MOPIC declines projects without
confirmed distribution to a U.S. audience.

B.1.c.(1). Student  The Coast Guard does not support student films. These films lack
and Independent required distribution, often cannot provide adequate insurance, and
Films frequently become reliant upon the Coast Guard to support distribution.
 The Coast Guard does not support independent films. These films lack
required distribution, often cannot provide adequate insurance, and
frequently become reliant upon the Coast Guard to support distribution.
The Coast Guard receives countless independent film requests and
must remain firm to this policy without exception or waiver.

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B.1.c.(2).  Using Coast Guard personnel, equipment, and facilities in advertising


Advertising productions is prohibited because of the potential for actual, implied, or
perceived Coast Guard endorsement of the products or services. If a
request for advertising support arises, contact your local PAO.

B.1.c.(3).  Route requests to use Coast Guard resources for creating educational
Educational materials and DVDs for use in schools, universities, corporations, and
Materials non-profit organizations through MOPIC for consideration.
 MOPIC works with CG-09223 and the representing legal staff to
determine if support is appropriate, then MOPIC or the servicing legal
staff issue an approval or disapproval.
 This project genre is often complex and requires significant time to
review, vet, and ultimately determine support.

B.1.c.(4). Filming  No filming on Coast Guard property will occur unless the project
on Coast Guard contains Coast Guard-centric content.
Property
 The service frequently receives requests to film at Coast Guard
lighthouses or at a unit with waterfront access including cutter pier
spaces. These requests do not feature or represent the Coast Guard and
are immediately declined.
 The U.S. Coast Guard avoids competing with commercial or private
enterprises. This is most relevant with requests to provide a Coast
Guard asset to serve as a filming platform for a project without Coast
Guard content. These requests are more appropriate for a chartered
commercial helicopter or boat. MOPIC declines these outright.

B.1.c.(5). Imagery  The Coast Guard does not license service video, still images, or stock
footage (also known as “b-roll”).
 All officially released Coast Guard imagery is public domain.
 Submit imagery requests to MOPIC to obtain higher quality or higher
resolution footage.

B.1.c.(6).  MOPIC does not facilitate inviting celebrities to Coast Guard


Celebrities functions, and does not maintain a database of celebrity contact
information.
 Past experience shows that cold calling a celebrity, who has no existing
relationship to the Coast Guard or to a specific unit, is ineffective.
 It is best to leverage existing relationships with local talent and
established port partners for fulfilling dignitary-level attendance to unit
events, ceremonies, and formal dinners.

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B.1.c.(7). Coast  Coast Guard members must route requests through their chain of
Guard Personnel command before applying for participation in any reality show.
Participation
 Coast Guard members must be on leave or in a liberty status for
non-MOPIC entertainment projects.

 Permissive orders are prohibited.


 Coast Guard members must also route requests through their chain of
command before applying for participation in any game show.

 Coast Guard members must be on leave or in a liberty status for


non-MOPIC entertainment projects.

 Permissive orders are prohibited.


 Coast Guard members can attend a film screening or premiere without
MOPIC approval as long as the event is open to the public without
restriction and there is no admission charge. Members should exercise
discretion on whether or not to wear their uniforms to these events.
MOPIC can provide a case-by-case review if requested.

B.1.c.(8). OPSEC  OPSEC is critical, and must be an integral part of the PAO mission.
Considerations MOPIC ensures there are additional ground rules covering filming
Coast Guard law enforcement missions, filming in Coast Guard
command centers, as well as filming other OPEC sensitive items.
 It is important that the PAO develop a written contract between the
service and the production companies, ensuring MOPIC reviews the
content before it is aired or released to the public.

B.1.c.(9). Notice  MOPIC employs several venues to update Coast Guard members and
of Entertainment families on when the next entertainment project with Coast Guard
Projects with content will air on television or be released in theaters.
Coast Guard
Content  District PAOs get weekly updates to share within their AOR.

 The Coast Guard social media team often broadcasts future airdates
and release dates via the official Coast Guard Facebook and Twitter
accounts, allowing internal and external audiences to self promote.

 Projects that clearly highlight mission capabilities and/or educate


the public on the U.S. Coast Guard are often highlighted on the
official Coast Guard blog – the Compass, which can be found at
www.uscg.mil.

 MOPIC also provides air dates and release dates directly to all units
that supported the project in question.

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 The U.S. Coast Guard receives hundreds of entertainment support


proposals each year, but very few meet the service’s strict criteria.
This high standard ensures that valuable Coast Guard resources are
only engaged for legitimate entertainment projects that ultimately tell
the Coast Guard story directly to the American public. The Coast
Guard continues to enjoy remarkable success in safely, effectively, and
appropriately supporting entertainment projects. Coordination by
MOPIC staff, and district and unit PAOs ensures continued success

B.1.d. The This section gives a sequential overview of the process of engaging
Entertainment entertainment media:
Media
Engagement 1. Project(s) pitched to MOPIC.
Process a. Network, Studio, or Production company comes directly to
MOPIC.
b. Network, Studio, or Production Company routed to MOPIC by
area / district PAO (or USCG operational units) or DOD
Entertainment Liaison Offices.
c. MOPIC successfully cold-calls network, studio, or production
company.
2. MOPIC engages project.
a. Provides Letter of Introduction, outlining criteria for production
support.
b. Provide production questionnaire, soliciting project specifics
from the production.
3. Project meets initial criteria.
a. TREATMENT/SCRIPT/NARRATIVE received.
b. LETTER OF INTENT or phone call from Network indicating
commitment for venue of distribution.
c. [optional]: DVD of previous work; most-current distributed
project.
d. [optional]: Project listed on IMDB Pro.
4. Project prioritization.
a. CHRONOLOGICAL: Focus efforts on the ones due to film first.
b. COORDINATE: The hardest work for MOPIC is upfront
coordination between USCG operational assets and the
production company; things get easier after coordinating and
completing an action plan.

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c. CATEGORIZE: If you have to choose which projects to give


your attention to, the order of priority is:
(1) Major motion pictures.
(2) Dramatic television airing prime time.
(3) On-going series with significant USCG content.
(4) Documentaries focused solely on USCG content.
(5) Documentaries in which USCG is in a supporting role.
(6) Any project with limited distribution.
(7) Any project in development; network distribution NOT
confirmed.
5. MOPIC assesses project
a. Appropriate: Is the project (and venue) an appropriate context to
portray the Coast Guard?
b. Accurate: Will the project accurately portray the Coast Guard?
c. American: Will the final product be viewed by a U.S. audience?
d. Safe: Is this evolution safe?
e. Gut-feel: is this project worth (exposure, audience viewership,
etc) the effort (coordination) and cost (use of USCG members
and assets)?
f. MOPIC references imdbpro.com as a verification mechanism.
6. If “NO…”
a. See if any changes / adjustments are possible to meet the 5
criteria.
b. If that is not possible,
(1) Politely decline the project.
(2) Invite the production company to work with you on a future
project.
(3) Inform [if necessary] area PAOs that we are not supporting
this project, and the district PAOs (and the Commands within
their AOR) should not support.
7. If “YES…”
a. MOPIC Confirms Request
(1) Location: At what location does the production company
want to film?

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(2) Date: On what day/dates does the production company want


to film?
(3) Assets: What USCG assets does the production company
want to film?
b. MOPIC Aligns Assets
(1) Email: Contact sector / air station PAOs in desired
port/location with requested asset, dates
(2) Copy: area PAO and district PAO
(3) Craft: IAP once incident action plan (IAP) is confirmed
8. MOPIC incident action plan (IAP)
For larger productions that require extensive planning, the project
officer designs a MOPIC-specific IAP to articulate the support being
provided to the production project.
Guidelines for a good IAP include:
 A comprehensive executive summary that makes sense to a diverse
USCG audience and the entertainment production company.
 Capture as many specifics (dates, time lines, addresses) as possible.
 Develop a thorough contact list for all key representatives.
 Add any relevant data (maps, safety messages, etc.).
 Be mindful of OPSEC restrictions as not all details of USCG
operations need to be in writing.
9. MOPIC routes IAP.
a. Email a draft to all affected USCG Units.
(1) Send “To” the PAOs and OPS at each supporting command.
(2) “CC” designated operators (pilots, coxswains, OODs).
(3) “CC” area PAO(s), district PAO(s), and PADET supervisor.
b. Email a draft copy to the production company.
c. Incorporate all received edits/changes into a final draft.
10. MOPIC covers every minor detail.
a. Inform area/district PAOs and ensure there are no issues,
conflicts, or concerns.
b. Inform PADET supervisor; no issues/conflicts/concerns.
c. Inform Captain of the Port (COTP) / sector commander via
sector PAO.

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d. On-the-water event? Have sector PAO ensure:


(1) Chief of Waterways Management (WWM) is aware – no
permit required; no conflicting events.
(2) Command center supervisor is aware – no issues with VTS (if
applicable).
e. Aviation assets? See if CG-711 is requires a waiver; good
practice to provide them FYI.
f. Non-US citizens on production team?
(1) Check with International Affairs. Best practice is a twenty
days heads-up.
11. MOPIC prepares to execute production
a. IAP in final form, clearly explaining the level of provided
support.
b. PAA signed by both MOPIC and executive producer; Appendix
(b) of this TTP reflects the support listed in the IAP.
c. PAA has a project number assigned by MOPIC.
d. Certificate of Insurance provided by production company to
MOPIC, insuring all assets supporting the production.
12. MOPIC supports USCG-wide public affairs mission.
a. Establishes terms between production and PADET, allowing on-
scene photography (official Coast Guard).
b. Investigates options for a joint press release (if desired/approved
by the production company).
c. Investigates options for a local news crew to cover (if
desired/approved by production company).
d. Investigates options for USCG Compass (service blog).
e. Provides FYI to CG-092, area PAOs, affected district PAO.
13. QUESTION: What if production requires a non-MOPIC USCG
member to receive funded travel/lodging/per-diem from the
production company?
a. Itemize total reimbursement estimate (airfare, overnight lodging,
etc).
b. Email gift offer, expenses, copy of PAA, reason for
recommending gift acceptance to USCG legal, and “CC” senior
MOPIC staff member.

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NOTE: A“gift” is different than funded-support covered by PAA.

Three forms of funding include:


 Direct reimbursement of MOPIC member (via PAA terms).
 Direct reimbursement of USCG member (via PAA terms).
 Reimbursing MOPIC/USCG members for CG-funded travel (via “gift”
which CG-0944 must vet).
14. MOPIC facilitates planning meeting.
a. MOPIC requires a planning meeting 24 hours before shooting.
b. MOPIC schedules a week-ahead conference call when
appropriate (i.e., major motion picture).
15. MOPIC facilitates safety meeting.
a. MOPIC requires a safety meeting before actual filming begins.
b. Production company and key POCs from each USCG command
supporting the shoot attend and approve the IAP one more time;
address any final changes.
c. Key personnel should include assistant director, marine
coordinator, aviation coordinator, MOPIC project officer, aircraft
pilot, small boat coxswain, cutter ops officer, safety officer, etc.
16. MOPIC executes production
a. All parties arrive on-set.
b. Start filming.
c. Conclude filming.
d. Mission complete.
17. QUESTION: Who should appear on-screen /on-television?
a. Start with a large pool of everyone assigned to the USCG
command(s) supporting the production.
b. Narrow the pool to the high performers (think: Sailor of the
Quarter material), and members who:
(1) Want to be filmed.
(2) Look good on camera (trim appearance; sharp uniform; well
groomed).

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(3) Are photogenic, articulate, and capable of engaging the


camera/interviewer well.
c. Finally, if the opportunity exists, look to promote under-
represented demographics from among the pool of high
performers in your command.
18. QUESTION: Beyond safety, what else should XO/XPOs worry
about?
a. Do members know the policy for taking personal photographs /
requesting autographs / posting blogs and pictures of the shoot?
[MOPIC should provide a 1-page guide]
b. Do members know how to wear uniform correctly?
c. Do members know which uniform to wear?
d. Do members comply with grooming standards? (i.e., side-burns;
clean-shaven).
e. Are members being discrete with their tattoos (i.e., can sleeves
be rolled down on ODUs, etc)?
f. Are members wearing professional-looking, solid, dark colored
sunglasses?
g. Are unit ball caps in the same type face, same color, and not
faded or grungy?
19. QUESTION: What is a successful shoot?
a. Safe:
(1) No lives lost.
(2) No personnel injured.
(3) No property damaged.
b. Secure:
(1) No violations of OPSEC.
c. Successful:
(1) Coast Guard filmed in accurate, authentic, and appropriate
context.
20. Production follow-up
a. Maintain contact with the production company in order to
coordinate review of the rough cut.
b. Upon reviewing rough cut, send feedback and requested changes
to production company.

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c. Again, follow-up on the expected air date; promulgate to all


concerned parties.
d. If project is a major motion picture, provide end credits.
21. Air date /release date confirmed
a. Update CG-092 weekly report.
b. Update MOPIC Website.
c. Inform area PAOs.
d. Inform key POCs, Friends of USCG, etc. (need to develop a
MOPIC “bang-list” for mass emailing).
e. Consider using USCG Blog and/or COMREL outlets to use
“viral marketing” (e.g.,“Paranormal Activity” promotion
campaign).
22. Watch and enjoy
a. Email the production company immediately after airdate,
thanking them for telling our Coast Guard story to the Nation.
23. MOPIC receives DVD copies
a. MOPIC retains one copy for its library records.
b. MOPIC provides copies to supporting unit(s) and CG-0922.
c. If extra copies allow, provide copies to the unit/district PAO or
resource manager.
24. Archives – ensure shared drive project folder has:
a. Final IAP.
b. Scanned/signed PDF of PAA.
c. Scanned copy of certificate of insurance.
d. Any other relevant documentation.

B.1.e. The The production assistance agreement (PAA) is the legal document the
Production USCG uses to commit support for entertainment projects. The PAA is
Assistance preferred over a production company contract because the PAA contains
Agreement language and terms the USCG Judge Advocate General’s (JAG) Office
(PAA) (CG-094) previously vetted and approved. The language and terms are
similar to those used by the DOD.

 14 USC 659 is the law that allows MOPIC to exist and support
entertainment projects http://codes.lp.findlaw.com/uscode/14/I/17/659
The MOPIC senior member can sign the PAA. Other members can sign in
his or her absence, by direction.

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MOPIC is authorized to edit/revise the PAA templates on a project-by-


project basis; however, MOPIC does not have the authority to edit/revise
litigious direction from CG-0945 (Claims and Litigation).
The PAA is an important contract that addresses:

 Cure period for halting production when things go awry and require
some thoughtful review and reconsideration before resuming filming.
 Commitment of the project’s intentions/version that will be filmed and
ultimately aired/released.
 Safety requirements for guiding the production crew to meet USCG
standards and expectations.
 Restoration requirement to ensure the physical condition of USCG
assets and facilities is not degraded because of participation in the
project.
 Authorized reimbursement terms to ensure no additional taxpayer
funds are expended in support of the project, and to allow receipt of the
reimbursement without declaring it a gift.
 Image release of our members, assets, and logos. This allows USCG
members to participate in filming projects on-duty without becoming
personally liable by signing individual image releases.
 Liability release to ensure both the USCG and the production are
protected from frivolous lawsuits due to participation in the project.
 Insurance requirement for the production to obtain proper insurance
and provide proof of the same to the USCG.
 End credit acknowledgment at the end of the show/film.
 Authorized receipt of copies of the project on DVD as well as
promotional materials without declaring them a gift.
 Rough cut review or advance screening allowing the USCG to see the
project and provide input to the production on the portrayal’s accuracy,
authenticity, and appropriateness.
 Participation approval for USCG members to attend a screening (not
listed in the TV PAA).
 Morale fund donation guidance for the production, if they opt to make
a donation.
 Terms of support and reimbursement.

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B.1.e.(1). Script  PARAGRAPH 3 (SCRIPT) – if the production company is unwilling to


provide a full script (or allow a reading of the full script) and insists on
script pages only, the USCG declines the project. The USCG must
understand not only the scene, but the context of the scene within the
entire project.

B.1.e.(2). Project  PARAGRAPH 8 (TRAVEL FOR THE PROJECT OFFICER) –


Officer Travel required for every motion picture filming. Should be employed for
every episodic TV filming. This is not necessary for small, safe (no
OPSEC issue) documentaries. This should always be employed for
OPSEC-sensitive documentaries (HITRON, MSST, TACLET, PSU).
For reality series (filming on-location for greater than two weeks), this
must be employed to host/facilitate an on-site planning meeting. If the
production is unable or unwilling to fund this travel, the USCG
declines the project.

B.1.e.(3).  PARAGRAPHS 10A and 10B (LIABILITY) – if the production insists


Liability on changing the language, USCG will need to decline the project.
MOPIC does not have the authority to change this language. Further,
CG-0945 has made clear they will not consider any changes to these
paragraphs.

B.1.e.(4). USCG  PARAGRAPH 10F (USCG PHOTOGRAPHER) – if the production is


Photographer unwilling to allow an official USCG photographer on-set to document
the project, USCG will need to decline the project. The only
alternative is for the production to agree in writing to take their own
pictures with their photographer and provide them to the USCG within
one week of filming.

B.1.e.(5). Rough  PARAGRAPH 12 (ROUGH CUT REVIEW) – if the production is


Cut Review unwilling to allow a rough cut review (or advance screening), USCG
will need to decline the project. This applies to episodic TV with short
turn-around times.

B.1.e.(6). DVD  PARAGRAPH 17 (DVD COPIES) – if the production offers fewer


Copies than the 10 required copies, the USCG must ensure there are enough
copies for each USCG supporting unit and one for MOPIC. If the
production is unwilling to allow that number, the USCG declines the
project.

B.1.e.(7).  MOPIC uses different versions of the PAA for television, films,
Television, Films, location and imagery releases.
Location, and
Imagery Release

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B.1.e.(8).  MOPIC makes few, if any, changes to the PAA templates; they are
Changes to PAA already vetted by CG Legal.
Template

B.1.e.(9).  MOPIC will walk away from demanding projects.


Incomplete
See: Appendix C: PAA Template Imagery, Appendix D: PAA Template
Projects
Location, Appendix E: PAA Template Movie, Appendix F: PAA Template
Television.

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Section C: Community Relations

C.1. Coast We encourage Coast Guard units to approach museums, libraries, and other
Guard Art educational venues in their areas to determine if there is interest in hosting
Program an exhibit of Coast Guard art. Venue curators can ask for specific works
(COGAP) from the collection on view at the program’s webpage
http://www.uscg.mil/community/Art_Program.asp. Curators can also ask
for CG-09223 assistance in developing exhibitions.

Venues interested in displaying art must forward their requests to


Commandant (CG-09223), which will then work directly with requesting
venue.

C.1.a. Procedures Interested venues must provide CG-09223:


for Loans of
Original Artwork  Completed facility report provided by CG-09223.
to Non-Coast  Information on their organization.
Guard Entities
and Community  Purpose of the exhibition.
Outreach  The number of works and the length of time for which they are being
sought.
 Demographic information on the anticipated audience to include the
number of military/nonmilitary visitors.
Work with Headquarters PAO to promote effective exhibition
outreach:

 Prepare and disseminate press materials to local media and post on the
appropriate Coast Guard website(s).
 Respond to requests for speakers in support of exhibit opening(s) and
educational programs related to borrowed materials.
 Increase visibility and encourage exhibit attendance by arranging
supporting community outreach events.

C.1.b. Procedures Due to increasing interest of museums and other venues for loans of
for Intra-Coast COGAP art, these guidelines apply:
Guard Loans of
Original Artwork  Understand that original art cannot be provided for use in private
offices, decoration, or change of command ceremonies below the Flag
level.
 Communicate the program can loan a maximum of two pieces of
original art to public areas of offices for flag and senior executive

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service (SES) level leadership.


 Allow two pieces for representational quarters at two-star and above as
required.
 Advise all original art on loan internally remains part of the art
program and can be recalled for external display as needed.
USCG art can be made available to units when they host various public
constituencies and local leadership. Follow these guidelines:
 Display art in high traffic areas visited by both community leaders and
the general public.
 Ensure display areas are either attended or locked when personnel are
not present.
 Do not display artwork near food service areas.
 Display artwork in temperature controlled environments.
 Protect artwork from direct sunlight.
 Plan long term displays of several weeks to months.
Unit artwork requests:
We encourage units to obtain quality-framed reproductions on canvas for
all other internal displays.
 High- resolution files can be downloaded from www.dvidshub.net and
these files can be used to create reproductions.
 Acquired reproductions become the permanent property of the office
obtaining them.
 Complete the form on the art program webpage
http://www.uscg.mil/community/Art_Program.asp.
 Secure approval of the request by an O-6 level supervisor.
 Units receive email notification approximately six weeks after the
request indicating loan approval and artwork availability.
 Requests by units for displays require a six-month lead time.
 The borrowing unit bears all transportation costs for the return of art to
the exhibit center.
 Units are responsible for properly packing artwork for its return
shipment.
 Return art to the attention of Collection Manager, Coast Guard Exhibit
Center, 7945 Fernham Lane, Forestville, MD 20747-4518.
 Immediately notify the art program coordinator if art:

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 Arrives damaged.

 Appears lost or stolen.

 Becomes damaged.

C.1.c. Units’ community event planning includes inviting artists residing in their
Reaching out to district as a way of acknowledging the contributions of Coast Guard artists
Coast Guard to the service.
Artists
Suggested events include:

 Shipʼs christening.
 Unit open house.
 Guest speaker events.
 Important social functions such as a Coast Guard Foundation dinner.
Visit the community relations webpage for Coast Guard Art Program
information. This link contains contact information for active artists by
district:
 https://cgportal.uscg.mil/delivery/Satellite/CG092/COMREL.
 To search the site by artist, check the box on the upper left side labeled
“Search This Albumˮ and enter the artist's name in the “Search the
Galleryˮ bar.
As units reach out to Coast Guard artists, Commandant (CG-09223) can
provide insight on the artists and previous interactions with units via the art
program website.
We encourage units to let Commandant (CG-09223) know of activities and
missions for consideration as subjects of paintings by Coast Guard artists.

C.2. Naming Cutters and facilities are highly visible and represent the Coast Guard in a
Board of Cutter public setting. It is important to ensure that names of cutters and facilities
and Shore properly represent the Coast Guard. The naming process is significant and
Facilities lengthy to ensure that only the most suitable of names are chosen to
represent the Coast Guard and its core values of Honor, Respect, and
Devotion to Duty.

C.2.a. How to District commanders and commanding officers of HQ units forward


Apply applications to Commandant (CG-09223) via the chain of command.

 Initiate “names for facilities” nominations to arrive at least 90 days


before the anticipated date of a dedication ceremony.
 Provide as much detail as possible in the recommendation to assist the

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board and historian in researching the suggestion.


Include in shore facilities nominations:
 Type of facility being named.
 Background information on the nominee.
 Anticipated date of the dedication ceremony.
 Command endorsements.
Include in cutter nominations:
 The type of cutter (e.g., FRC, NSC, OPC).
 Background information on the nominee.

C.2.b. Naming Apply these standards to naming buildings for individuals who have
Standards historical significance to the Coast Guard. Standards for designated Coast
Guard personnel include, but are not limited to:

 First, last.
 Individuals who died in action or line of duty.
 War heroes.
 Individuals who have had a significant impact on Coast Guard history.
 Lifesaving, lighthouse and revenue cutter service personnel.
 Persons who have earned lifesaving medals.
 Naming an individual who’s significant to the Coast Guard, the local
command, or the mission of the facility is an honor.

NOTE: Shore facilities do not require naming.

 Cutter naming honors:


 Significant geographic locations.
 Distinguished service members.
 Key persons shaping Coast Guard history.
 Secretaries of the department under which the Coast Guard has or is
serving.
 Important events throughout Coast Guard history.
 Other service ships that were manned by Coast Guard personnel.

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 Famous past cutters.


 Flowers or trees; birds; lakes; Indian tribes; Greek gods; winds;
bays; rivers; islands; points; capes; tools; nautical gear (e.g., vice,
bitt, chock, anvil, etc.).

The naming board has the flexibility to consider additional


NOTE:
categories that a nominating official substantiates as appropriate.

 Interior compartment nominations are not required to go before the


board for approval. Examples of these include:
 Classrooms.
 Wings.
 Halls.
 Miscellaneous rooms.

Naming these compartments, while they do not require


NOTE: Commandant approval, is still a matter that must be researched
thoroughly.

 The board has delegated to unit and installation commanders the


authority to name outdoor facilities.
 The board names outdoor facilities, (street, circle, lanes, parking lots,
moorings, athletic facilities, athletic fields, waterfront facilities, air
fields, etc.) for:

 Coast Guard cutters.

 Historically significant people.

 Famous battles.

 Nautical terms.

 Lighthouses.

 Light stations.

 Lifesaving stations.

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 Noteworthy rescues.
The board considers other categories of names that a nominating official
substantiates as appropriate.
Selected individuals must meet the following criteria to be considered for
designation:
 The individual’s actions reflect Honor, Respect, Devotion to Duty, and
are in keeping with the highest traditions of the Coast Guard.
 The individual is considered a distinguished Coast Guard person or
someone who had great influence on Coast Guard history.
 The individual is deceased with sufficient time lapsed to ensure that the
name withstands the “test of time.”

C.2.c. Review  The Commandant has appointed a standing board to review all
Process nominations and make recommendations to the Commandant for final
approval.
 Commandant (CG-0922) chairs the board consisting of representatives
from Commandant (CG-7), (CG-4), (CG-09223), (CG-09224), (CG-
005), (CG-00B).
 The Commandant makes a final determination and Commandant (CG-
0922) notifies the requesting unit of the decision.

C.2.d. Family District commanders and commanding officers of Headquarters units must,
Notifications as a courtesy and as part of their planning for naming a new facility or
cutter, notify family members of their intent and include them in
ceremonies as appropriate.

C.2.e. For more For questions, please call USCG Community Relations at (202)-372-4620.
information

C.3. Coast On November 13, 1998, a new law allowed the city of Grand Haven, MI,
Guard Cities to formally assume the title as “Coast Guard City, USA” (Section 409 of
P.L. 105-383). That law also allows similar designation for other cities,
counties, and municipalities with a ninety-day notice of intent from the
Commandant to the two authorizing congressional committees.

C.3.a. How to A city, municipality, or county must formally apply by letter, signed by the
apply mayor or city manager, and addressed to Commandant (CG-092), 2100
Second St, SW, Washington, DC 20593. The request must describe its
relationship with the local Coast Guard unit(s) in terms that indicate a

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proactive, systematic outreach and support agenda based on community-


wide efforts.

The city must also provide a separate document listing specific examples
of actions the community has taken and events it has sponsored that
describes how it has reached out to Coast Guard personnel, welcomed the
community, and embraced them in a full community partnership.

A city, municipality, or county must also send a copy of its application to


be named “A Coast Guard City” to the local Coast Guard unit(s). Local
commands provide feedback and endorsement of the city’s request via the
Coast Guard’s chain of command to the Community Relations Division of
Coast Guard Public Affairs, Commandant (CG-09223).

C.3.b. Examples  Support for MWR events and educational/scholarship programs.


of Coast Guard
 Availability of community support services to Coast Guard members
Support
and their families.
 Sponsorship of Sailor of the Quarter, Sailor of the Year, Recruiter of
the Year, and other similar types of awards.
 Demonstrations of sensitivity to life-altering events within the Coast
Guard community including expressions of congratulations for
weddings and newborns, and expressions of sympathy for deaths and
other family tragedies.
 Sponsorship of community patriotic events that specifically include
members of the Coast Guard family.

These events might include Memorial Day picnics, July Fourth picnics,
Armed Forces Day events, Veterans Day observances, Coast Guard
Birthday events, etc.
 Offer military or Coast Guard “days” within the business community,
at local sporting events, and other entertainment events.
 City Coast Guard partnerships in community-based projects including
law enforcement, fire, EMS projects, or civic organizational projects,
food drives, home building projects, educational projects, etc.
 Establishing monuments, memorials, commemorations, or other
tangible forms of public recognition.

C.3.c. Other  A great application documents a city, municipality, or county’s


Considerations sustained support of the Coast Guard over a significant period of time.
 A city must be able to demonstrate a broad range of activities,
programs and actions that show an unusual and sustained level of
support for the local Coast Guard families.

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 The request should specify which community groups or organizations


are responsible for, or participate in, the initiatives. They could include
city government, Chamber of Commerce, non-government
organizations (e.g., Navy League), civic organizations (e.g., Lions,
Kiwanis, etc.), corporate, police, sheriffs, fire departments, EMS,
educational organizations, or individuals.

C.3.d. Review  The Commandant appointed a standing board to review all applications
Process and make recommendations to the Commandant for final approval.
 Commandant (CG-092) chairs the board consisting of representatives
from Commandant (CG-0922), (CG-0921), (CG-0944), (CG-111),
(CG-005), (CG-122).
 The Commandant makes a final determination and notifies the
applicant of the decision.

C.3.e.  The Coast Guard City designation is not intended as a “lifetime”


Recertification award, but recognition of an active and ongoing commitment by the
city, municipality, or county to support and honor the Coast Guard.
 A Coast Guard City proclamation remains in effect for a five-year
term, after which the city must reapply for recertification.
 The recertification process helps ensure the designation remains
accurate and meaningful.
 Commandant (CG-092) can, for cause, rescind the designation of “A
Coast Guard City” with sixty days notification.

C.3.f. For more If you have any questions, please feel free to call Coast Guard Community
information Relations at (202)-372-4620.

C.4. Speakers Speakerʼs bureaus educate and inform the public about Coast Guard
Bureaus missions.

PAOs support this effort by:

 Maintaining a speakerʼs bureau by creating a list of potential speakers


qualified to talk to the public about Coast Guard missions and their
subject matter areas of expertise.

C.4.a. Why A speaker’s bureau:


develop a
speaker's bureau?  Raises public awareness and understanding about the Coast Guard and
its missions.

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 Discusses current issues, best explained by those who have personal


experience.
 Increases the Coast Guard’s visibility by reaching large numbers of
people.
 Provides positive role models to the community:

 The community admires the work Coast Guard men and women
perform.
 Creates opportunity to reach out to folks in the community and
network.
 Establishes recruiting mechanism:

 Children and young adults listen to role models that have performed
the jobs and missions of the Coast Guard.
 Attracts press coverage:

 Local media is often looking for public interest or feature story


topics.

 Ideas can be made appealing to the press if one of your speaking


engagements coincides with a newsworthy current event.

C.4.b. How to set Recruit and select your speakers:


up a speaker's
bureau 1. Send out a solicitation email or post special notices.
2. Network to identify a diverse group of SMEs.
3. Seek members who are well-informed and present an appealing
quality when talking about the Coast Guard in public.
4. Members should be:
a. Sharp military or civilian presence.
b. Knowledgeable about the Coast Guard.
c. Engaging and articulate speaker.
5. Develop a roster of speakers and include contact information to
ensure efficient scheduling.
6. Manage the roster to schedule speakers and provide reminders of

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scheduled appearances.
7. Include the following information:
a. Each speakerʼs particular area of subject matter expertise or
experience.
b. Previous speaking engagements as this can help you keep from
using some of your speakers far more frequently than others.
c. Pending speaking engagements.
d. Attendance of confirmed speaking events to include tardy or no-
show results.
8. Contact speakers based on availability for the pending event.
a. Schedule members on your speaker s bureau roster who are
available to speak at the arranged time for the engagement.
b. Contact the speaker and explain the target audience.
c. Provide clear information about the date, time, and location.
9. Send a confirmation letter to any group with which you have
scheduled speakers.
a. After scheduling the speaking engagement, send an email
confirming the time, date, topic, location, duration of the event,
and any additional pertinent information.
10. Remind your speakers about the engagement.
a. A few days before the engagement, send your scheduled speaker
a reminder about the event.

C.4.c. Speakers  Prepare for speaking engagements by visiting the Coast Guard portal
bureau tools site.
 Access the Community Relations link for useful planning tools:
https://cgportal.uscg.mil/delivery/Satellite/CG092/COMREL

C.5. Community There is no “one-size-fits-all” template for community relations events.


Relations Event Any number of factors can go into outreach event planning, and many
issues can arise when determining whether to support an event. Therefore,
the checklist below is not a template, but a set of questions to consider
when planning or participating in an event.

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C.5.a. Ethics Consult servicing legal offices:


determination
 Fundraising events.
 Events involving groups whose membership is based on sex, religion,
race, or other factors.
 Events endorsing political groups and\or activities.
 Events constituting endorsement of a commercial product or company.
 Favoritism.

C.5.b. Use of  The Coast Guard Band and Honor Guard must have funded travel
ceremonial units when invited to participate in an event.
 Request the Coast Guard Band by contacting the band’s scheduling
desk.
 Complete the mission request form for all Honor Guard performance
requests.
 Access USCG Band and Honor Guard forms at:

 http://www.uscg.mil/band/

 http://www.uscg.mil/honorguard/contact_us.asp
 The Coast Guard Pipe Band is an unofficial, nonprofit, volunteer,
organization.
 The Pipe Band can perform at ceremonies and official Coast Guard
events, but consult your legal office on funding restrictions.
 Official funds cannot be used to fund Pipe Band performances at
public venues or unofficial events.
 While authorized to use the words “United States Coast Guard” in
its name, and it is affiliated with the U.S. Coast Guard, it is not an
official ceremonial unit.

C.5.c. General When planning long-term public affairs priorities, events can be an
event important part of your stakeholder outreach. An effective communication
considerations strategy includes events and outreach to target particular audiences. The
PA and command leadership determine the right mix of events, and
alignment with overall communication goals.

Audiences and examples of events include:


 Local government and private sector leadership (speaking at local
chamber of commerce, “missions day” for invited leaders).
 Coast Guard or military affinity groups (senior leader speaker at Navy

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League dinner or meeting; participating in adopt-a-unit events).


 Boaters and recreational fishermen (speaking at local yacht clubs,
participation in season opening day activities).
 Mission-specific audiences (outreach event to commercial fishermen,
ice safety, and Earth Day engagement).
 General community events (patriotic events for national holidays,
parades, civic celebrations).
 Children’s events (open houses, Scouting events, participation in
school events, boating safety messaging).

C.5.d. Events that The Coast Guard often participates in events that charge for admission.
charge admission The Coast Guard’s participation must be incidental to the main event, and
there must be no specific charge for the public to observe the Coast
Guard’s participation. For example:

 A color guard’s appearance at a professional football game is incidental


to the event and is not designed as a drawing factor for the game, nor
does it add to spectators’ cost.
 A parade which is more commercial than civic in emphasis is not
appropriate for Coast Guard participation.
 Consult your local legal office about appropriate Coast Guard event
participation and if the appearance qualifies as incidental to the event.

C.5.e. Use of Even when the Coast Guard is participating in an event, we must ensure
Coast Guard that the event does not use Coast Guard protected words and symbols
emblem and inappropriately to suggest endorsement. Contact CG-09223 for assistance.
imagery

C.5.f. CG-09223 provides guidance to units seeking to participate in charitable


Participation in events or support a non-profit organization. Each situation is unique.
charitable events Consider the following issues:

 Coast Guard support is not determined by the worthiness of the cause.


 Federal ethics rules determine our ability to provide certain types of
support to a variety of private entities, both commercial and non-profit.
 Contact your district legal officer for counsel and guidance.
 In most cases, members must be off-duty and not in uniform when
supporting a charitable organization.
 Consult the Uniform Manual and your servicing legal office for
clarification.

C.5.g.  Community relations events provide opportunities to maximize

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Maximizing your multiple audiences and public affairs resources.


audience
 When planning community relations events do not treat them as
isolated components of your public affairs program.
 Invite local media to cover school visits or unit open houses as human
interest features.
 Promote events through social media resources.
 Write blog entries about community partnerships – consider a guest
post on a partner’s blog or website and invite guest posts on your own
blog.

C.6. Coast The Coast Guard encourages its employees to be published authors. The
Guard Authors rules for writings, manuscripts, and publications also apply to papers
Program prepared for presentation outside one’s official capacity, and other
materials intended for public dissemination, including photography and
artwork. Material with no Coast Guard connection, such as fictional short
stories, novels, poems, and plays is an individual responsibility and
requires no headquarters clearance.

C.6.a. Delegation Coast Guard Headquarters, Commandant (CG-09223) delegates its


authority clearance authority to district PAOs for fictional story portrayals.

Commandant (CG-09223) retains its authority to clear all content that


contains non-fiction information about Coast Guard, Department of
Homeland Security or other federal agency policy, and any work judged to
generate national level interest or controversy.

C.6.b. Clearance Coast Guard approving official must review the written work to ensure it
guidelines meets the following criteria:

 It does not impair Coast Guard operational readiness and security.


 Coast Guard employees are not to disclose any information whatsoever
that might aid or be of assistance in the prosecution or support of any
claim against the United States.
 Material depiction of actual personnel, places, operations, and
historical events must be authentic.
 Materials must not appear to condone or endorse activities by private
citizens or organizations when such activities are contrary to United
States government policy and are not in the best interest of the Coast
Guard.
 The Coast Guard cannot engage in activities that directly promote a
book or other commercial work.
 Internal communication activities can inform and educate its personnel

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about relevant commercial works regardless of Coast Guard production


efforts.

C.6.c. PAO  Evaluate all requests.


responsibility
 Complete the Coast Guard authors approval memo (see Appendix H),
for approved material and provide a copy to the Coast Guard employee.
 Complete the Coast Guard authors denial memo, (see Appendix I), for
material that does not meet the clearance guideline and provide a copy
to the Coast Guard employee.
 Provide supporting details if disapproving the material.

C.6.d. CG  Consult with SMEs regarding the substantive content of the submitted
employees work.
responsibility
 Obtain approval from your chain of command before submitting for
formal clearance to Commandant (CG-09223).

C.6.e. Disclaimer All public and private writings requiring review and clearance must
for CG authors include the following disclaimer either at the beginning or end of the
manuscript: “The views expressed herein are those of the author and are
not to be construed as official or reflecting the views of the Commandant
or of the U. S. Coast Guard.”

C.6.f. Compliance  An approval memo does not relieve the Coast Guard employee from
their responsibility to comply with other applicable USCG regulations,
including the use of protected Coast Guard words, symbols, and
images.
 Commandant (CG-09223) retains Coast Guard trademark authority.

C.6.g. Track Notify Coast Guard HQ and Commandant (CG-09223) of the anticipated
progress publication date and where the book or article is to be sold or published.

C.6.h. Concerns Consult with Coast Guard Headquarters, Commandant (CG-09223)


regarding questions or concerns.

C.7. Coast The Coast Guard Authors Program assists authors with the research and
Guard production of works focused on Coast Guard missions and personnel.
Assistance to Coast Guard cooperation is authorized when a planned work is in the best
Artists and interest of the service and can be accommodated if it does not interfere
Authors with operations. This guidance applies to authors of fiction and nonfiction
works, art photographers, and artists of any medium. For additional
guidance in the Coast Guard art program, please see Coast Guard Art

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Program.

C.7.a. Delegation  Coast Guard HQ and Commandant (CG-09223) delegate clearance


authority authority to district PAOs for fictional story portrayals.
 Commandant (CG-09223) retains its authority to clear all content that
contains non-fiction information about Coast Guard, Department of
Homeland Security or other federal agency policy, and any work
judged to generate national level interest or controversy.

C.7.b. Support The Coast Guard considers the following factors when contemplating
support:

 It is critical that operational readiness and Coast Guard security not be


impaired.
 Fictional portrayals must depict a feasible interpretation of Coast
Guard life, operations, and policies.
The planned work:

 Must be authentically depict actual personnel, places, operations, and


historical events as described in a story outline or treatment.
 Serves the national interest by contributing to public awareness of the
Coast Guard as well as potentially enhancing recruiting and retention
initiatives.

 Must not appear to condone or endorse activities by private citizens or


organizations when such activities are contrary to U.S. government
policy or are not in the best interest of the Coast Guard.

 In most cases, an author must have a letter of commitment from a


publisher before the Coast Guard assists.

 The Coast Guard limits its support to authors and artists to research
and technical assistance. When the work is complete, the Coast
Guard must not engage in activities that directly promote the book
or other commercial work.

 As an internal communication activity, however, it can inform and


educate its personnel about relevant commercial works – regardless
of whether the Coast Guard had a role in the work’s production.

C.7.c. PAO  Evaluate all requests.


responsibility
 Issue a memorandum of understanding (MOU) and provide supporting
documents that can assist the author in their story line when the
author’s work meets the criteria.

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 Liaise with units and commands that provide author assistance. The
Coast Guard provides approved authors access to its resources –
consistent with the MOU – on a not-to-interfere with operations basis.
 All access must be consistent with federal law, regulations, and ethics
rules – and that access must not degrade security.

C.7.d.  Approval to provide Coast Guard assistance does not relieve the author
Compliance or the publisher from their responsibility to comply with other
applicable USCG regulations, including the use of protected Coast
Guard words, symbols and images.
 CG-09223 retains CG trademark authority.

C.7.e. Track  Maintain a file of all authors and track their progress.
Progress
 Notify Coast Guard HQ, Commandant (CG-09223) of the anticipated
publication date and where the book or article will be sold or
published.

C.7.f. Concerns If you have any questions or concerns, consult with Coast Guard
Headquarters, Commandant (CG-09223).

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Section D: Imagery (Advertisement – Policy)

D.1.
Photography
Workflow

D.2. Import Import photos as follows (red arrows in some screen captures point to
Photos target volumes/menu options):

1. Plug in the camera/card.


a. Plug in camera/card (options):
(1) Insert the card into a card reader connected to the computer.
(2) Connect the camera directly to the computer using a USB
Cable.
b. Open the disk by double-clicking it (red arrow below).

Figure 2-1 Importing Photos screen capture

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2. Navigate to the photo folder containing the desired photos.

Figure 2-2 Navigating to folder screen shot

3. Copy the folder to the desktop (click and drag to the desktop).

Figure 2-3 Copying folder to desktop screen shot

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4. Rename the folder.

Figure 2-4 Renaming the folder screen shot

a. After content is done copying, single-click the folder, and


rename it (hit ENTER to complete renaming).

Use the VIRIN ID-style date (YYMMDD) followed by a space, a


NOTE: dash, another space, and provide a description of the event (in this
case, "Homecoming Football Game").

5. If more than one photographer shot the event, place the


photographer's last name in parentheses after the description.

Figure 2-5 Select All screen shot

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D.3. Batch To batch rename and add metadata, do the following:


Rename and
Add Metadata 1. Locate and open Adobe Bridge (in the Applications folder, or in the
dock at the bottom of the screen).

Figure 2-6 Open Adobe Bridge screen shot

2. In the Metadata view, navigate to your folder.


a. In the favorites panel, click on Desktop.
b. Double-click the folder of photos to open it.

Figure 2-7 Open the metadata view screen shot

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3. Single-click to select a photo, and then choose Edit > Select All (or,
hold down the Apple key (also known as the Command key), and
press A (CMD A).

Figure 2-8 Select All screen shot

4. With all photos selected, go to Tools > Batch Rename.

Figure 2-9 Select Batch Rename screen shot

5. Batch rename your files as follows:


a. Select the Rename in same folder option under “Destination
Folder.”
b. Include the following settings in the “New Filenames” section:

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(1) Service (Coast Guard = G) and Vision ID info.


(2) Ensure the sequence number starts with the number “1.”
See the preview of what the resulting name looks like at the
bottom of the screen.
(3) Click Rename in the upper right corner to batch rename all
files in the proper VIRIN style.

Figure 2-10 Batch rename you files screen shot

6. After re-naming all photos, embed your photos with your credit line
as follows:
a. Click on the Metadata frame.
b. Scroll down until you see the Descriptions field.
c. In the Description field, fill in your credit-line information.
d. When finished, click the check mark to finalize the initial
metadata.

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Figure 2-11 Embedding photos with your credit line screen shot

Your photos now include your embedded credit line. This preserves the
photo’s history as each and every photo is labeled with the VIRIN and
credit line. This information makes it easy to identify when the photos
date and the photographer.

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7. Add additional information.

Figure 2-12 Adding additional information screen shot

a. Continue through each field adding any additional relevant


information about the photos such as location, description writer,
keywords, etc.
b. To accept changes when finished, click the check mark at the
bottom of the pane.
c. As a general rule, the more information you provide the better.
(1) Remember however, this method updates ALL of the photos.
For example, if the Commandant appears in some but not all
photos, then do not add “Commandant” as a keyword. Add
this information later.

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D.4. Editing To further define public affairs program standards and practices, this
Imagery for document provides guidance on what constitutes acceptable and
Release unacceptable practices for editing official Coast Guard photographs and
video (imagery) intended for release to the public, the internet, or broadcast
and print press. The continuing advances in digital imagery devices and
editing software demand clear guidance to help all Coast Guard personnel
maintain the highest journalistic integrity of the services' official imagery
and our ability to comply with the requirements for archiving imagery per
Coast Guard policy. The ease and speed with which imagery captured in
the field can be transmitted to the public, the broadcast or print press, the
internet, and other audiences further highlights the need to understand and
adhere to the ethical standards for official Coast Guard imagery.

D.4.a. Accuracy Official Coast guard imagery can provide understanding of and support for
Coast Guard missions and operations. Because of the nature of our
operations, the media and the public must rely upon our service to provide
imagery that accurately and objectively portrays the Coast Guard. For
those reasons, never manipulate official Coast Guard imagery.

D.4.b. Prohibited The following actions are prohibited:


manipulation
 Adding, moving, or removing objects within the frame.
 Any adjustments of color or gray scale.
 Cropping in such a way as to alter the photograph’s meaning.
 Flipping a photograph (left or right reversal).

D.4.c. Editing The following actions are permissible photo or video editing:

 Cropping an image to fit a layout.


 Digitally obscuring portions of a photographic image to support
specific security, criminal investigation, privacy, or legal requirements.
 Subtle improvements to the technical quality of video – not photos,
such as adjustments to the audio and video levels, color corrections
needed due to poor white balance, or equalizing audio to make sound
clearer, provided the adjustments do not alter the editorial content of
the video or audio and are changed solely to clarify the content for
public record.

D.4.d. News Never pose news photography and videography.


photography

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D.4.e. Data loss As data loss and degradation of image quality can occur from changing and
re-saving a .jpeg file, Coast Guard policy outlines the requirements for
properly archiving photographs for public consumption, official Coast
Guard use, and maintaining part of our service’s history.

D.4.f. Imagery Official Coast Guard imagery tells the service’s story more dramatically
than any written product. All official photographs and video taken aboard
Coast Guard units are subject to CO screening and approval before release
for commercial or public use, at the CO’s discretion. This can include
imagery captured using personal imaging devices. All imagery taken by
Coast Guard employees with Coast Guard equipment, whether on duty or
on a Coast Guard facility, is considered official and must never be used for
marketing or sold for private gain. Imagery taken with personal cameras
and cell phones is considered personal as long as it is not operational,
mission related, or newsworthy in nature. If imagery captured on a
personal device is operational, mission related, or newsworthy, then it must
be vetted and cleared before any public release (including posting on social
media outlets). Additionally, imagery taken with personal devices that is
operational, mission related, or newsworthy should be offered to the
servicing PAO for possible release via official public affairs channels.

D.4.g. Imagery Because the press and the public are primary consumers of official Coast
integrity Guard imagery, it is critical those audiences trust the imagery we release to
them. The public affairs specialist rating is founded on the principles of
journalism and photojournalism, which require the strictest adherence to
the standards of integrity and ethical behavior. Public affairs practitioners
must be familiar with these references, and it is critical that they assist
collateral duty Coast Guard photographers in meeting this document’s
standards.

D.4.h. Contact If there is a question of whether or not an editing technique is an


your servicing acceptable practice, whether to consider an image official or personal, or
public affairs staff for any other questions related to imagery release, contact your servicing
public affairs staff, district PAO, or the multimedia branch of the office of
governmental and public affairs, COMDT (CG-09221).

D.4.i. Required Process all official Coast Guard imagery intended for official release per
practices Coast Guard policy.

 All official video intended for release or internet posting must have an
identifying slate immediately before and after the footage indicating the
video source (unit name, public affairs office, detachment, etc.), date
shot, full name, rank and title of any spokespersons not otherwise
identified in the footage, including full identification of any narrators or
interviews in which the viewer cannot see the speaker. Field units that

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cannot produce a slate on the video and which distribute video to the
press via tape must put the same information on the tape and an
accompanying run sheet. Units can contact the local public affairs staff
for assistance.
 Fully caption all official Coast Guard imagery. This requirement
applies equally regardless of the distribution tool used (e.g., Flickr,
Picasa, YouTube, DVIDS, etc.). Unit collateral duty PAOs and field
personnel should request assistance from their servicing PAO or staff
for questions about this requirement.
 Video/photographic post-production enhancement (e.g., animation,
digital simulation, graphics, special effects for dramatic/narrative effect
in education, recruiting, safety, and training illustrations, publications,
or productions) is allowed if it is clearly and readily apparent from the
context or accompanying text that the enhanced image is not intended
to be an accurate representation of any actual event. If using a caption
or cutline, clearly label the product as an illustration (e.g., “Photo
illustration by Petty Officer First Class Jane Smith”).

D.4.j. Contact If you have questions as to whether or not an editing technique is an


your public affairs acceptable practice, whether an image should be considered official or
staff personal, or for any other questions related to imagery release contact your
servicing public affairs staff, district PAO, or the multimedia branch of the
office of governmental and public affairs, COMDT (CG-09221).

D.5. DVIDS Defense video and imagery distribution system (DVIDS) is a marketing
Direct Workflow and imagery release tool run by U.S. Army Central in Atlanta, GA. The
Coast Guard can upload news with photos on DVIDS DIRECT as follows:

1. Navigate to http://direct.dvidshub.net.
The login screen displays.

Figure 2-13 Logging in with User Name and Password screen shot

2. Login with user name and password.

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The upload screen displays.


3. In the upload screen, click on Click to Upload (in red).

Figure 2-14 Clicking on upload link screen shot

A window appears in which you can browse to your pictures.


4. Browse to the pictures you wish to upload and select them.

Figure 2-15 Navigating and selecting photos to upload screen shot

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5. Click on Open to upload each selected photo.

Figure 2-16 Clicking on Open to upload selected photos screen shot

6. After the photos upload, review photo metadata (one at a time).

Figure 2-17 Reviewing photo metadata screen shot

7. Review and edit metadata to ensure compliance with Coast Guard


policy. Click Save when finished reviewing and editing.

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Figure 2-18 Reviewing and editing metadata screen shot

8. Click Save when you complete your metadata review.


A green circle with a check mark signifies a finished file.

Figure 2-19 Validating edits complete screen shot

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9. If a press release accompanies the photos, click Add News Story.

Figure 2-20 Clicking Add News Story link screen shot

10. Complete all fields required for the news story including Headline,
Introduction, Body, Keywords, Date, Unit, Journalist, Country, City,
and Associated photos (see Figure 2-22 on page 2-84)

Figure 2-21 Completing required fields screen shot

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Figure 2-22 Reviewing for correctness screen shot

11. Verify all items are complete and click Finish.

Figure 2-23 Verifying upload completed successfully screen shot

12. Log out or create a new batch.

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After clicking the finish button, the person who uploaded the
NOTE:
material receives email verification of what was uploaded.

Figure 2-24 Uploading selected photos screen shot

D.5.a. Video DVIDS Direct accepts the following video formats: High Definition (HD)
formats for and Standard Definition (SD), WMV, Quicktime, AVI, MPEG-2, MPEG-
DVIDS Direct 4, VOB, flv, F4V, and M2V files with AAC audio.

 Recommended standard video sizes:

 1920x1080 high definition.

 1280x720 high definition.

 720x480 standard definition.


 Settings recommended for SD and HD:

 Recommended format for Standard Definition (SD):

o Format: QuickTime Codec: H.264.

o Quality: 100.

o Frame width (Pixels): 720.

o Frame height (Pixels): 480.

o Frame rate (fps): 29.97.

o Field order: lowest field first.

o Pixel aspect ratio: D1/DV NTSC (0.9).

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o Bitrate: 3,000 kps (low bandwidth).

o 10,000 kps (high bandwidth).

 Recommended format for High Definition (HD):

o Format: QuickTime Codec: H.264.

o Quality: 100.

o Frame width (Pixels): 1280.

o Frame height (Pixels): 720.

o Frame rate (fps): 29.97.

o Field order: progressive.

o Pixel aspect ratio: Square (1.0).

o Bitrate: 3,000 kps (low bandwidth).

o 10,000 kps (high bandwidth).

o Audio: Audio Codec: AAC, Output channel: Stereo, Frequency:


48 kHz.

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D.6. Multimedia
Release Decision
Tree

Figure 2-25 Multimedia Release Decision Tree screen shot

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Section E: Social Media and the Internet

E.1. Official Area, district, sector, and unit social media mangers should use the
Facebook page following guidance to set up and publish to official U.S. Coast Guard
social media sites consistent with Coast Guard branding.

This TTP is an internally-adaptable job aid to help official social media site
managers. It does not direct the unofficial or personal use of social media.
While the policy is static, the TTP can change and evolve as the tools and
social media landscape changes.

A Facebook government page is the approved social networking tool for


Coast Guard areas, sectors, and units. This site is the ideal tool for building
a unit-level network among both internal and external audiences, including
family members, employees, and the community. Social networks are a
“one-stop shop” enabling an administrator to use text, images, and video in
one place to tell the Coast Guard story.

Other social networking sites are not authorized unless CG-0922


NOTE:
and DHS grant a waiver.

E.1.a. Training All Coast Guard personnel who post on official social media sites as part
of their duties must have either received training from their servicing PAO,
or attended the Coast Guard Public Affairs Officer course at the Defense
Information School.

To search for available course dates, go to the Coast Guard Training


Management Center’s website:

http://www2.tracenpetaluma.com/tqc/cschool.asp

Commands must provide their servicing PAO a letter designating their


social media spokesperson and authorizing them to conduct official unit
communications.

E.1.b. Access to Since access to Facebook from a Coast Guard workstation is currently
Facebook prohibited, commands must decide if they have the ability to properly
manage a Facebook page before requesting one. Commands can use unit
funds to acquire and use “stand-alone” computer terminals and internet
connections outside of the Coast Guard network to gain access to the
blocked site (consult your servicing procurement office for assistance).

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While administrators cannot access Facebook from a Coast Guard


workstation, they can make status updates and upload pictures from an
email address. However, they must be aware of OPSEC requirements, and
have proper authority to release information and the capacity to adequately
monitor the page and follow-on comments.

To set up mobile access, go to the Admin panel, click on the Manage


drop-down menu, select Edit Page, then go to Mobile.

E.1.c. Signing in To administer an official Facebook page, you must log on using your
to Facebook personal account. Using “generic” identities on Facebook is a violation of
their Terms of Service, which specifies users cannot create more than one
personal profile page.

All official social media sites require strong passwords, which consists of
at least six characters (including a combination of upper and lower case
letters), numbers, and symbols. Site managers must also create strong
passwords for their personal sign-on.

E.1.d. Creating a To create a new Facebook page, do the following:


Facebook page
1. Go to http://www.facebook.com/pages/ and select Create Page.
2. In the Company, Organization, or Institution drop-down menu, select
Government Organization.
3. Choose a page name and include “U.S. Coast Guard” along with your
unit name or district regional title (same as the district blog title).
Avoid using unclear acronyms or shorthand except when appropriate.
4. The following are examples for various Coast Guard commands:
a. 1st Coast Guard district: “U.S. Coast Guard Northeast.”
b. Sectors: “U.S. Coast Guard Sector <name>.”
c. Air stations: “U.S. Coast Guard Air Station <name>.”
d. Cutters: “U.S. Coast Guard Cutter <name>.”
e. Marine safety units: “U.S. Coast Guard MSU <name>.”
f. Aids to navigation teams: “U.S. Coast Guard ANT <name>.”
g. Small boat stations: “U.S. Coast Guard Station <name>.”
5. Check I Agree and Get Started.

NOTE: Clicking “I agree” and “Get Started” creates the page.

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6. Continue through the steps to set up the page.


7. Create a vanity URL.
Facebook vanity URLs personalize your unique Facebook link, allow
for easy access, and aid in branding the site.

NOTE: Facebook often requires at least 25 fans to create a vanity URL.

a. Page Administrators create a vanity URL following these steps:


(1) Go to www.facebook.com/username.
(2) Select Set a username for your Pages.
(3) Choose your page name.
Official USCG sites begin with “USCoastGuard” followed by
a short, easily identifiable name similar to your page name.
Districts must include their regional title (e.g., the 1st USCG
district would choose
www.facebook.com/uscoastguardnortheast.)
8. When finished, click Save.

E.1.e. Registering Coast Guard policy requires that all official Coast Guard social media sites
your page must register with Commandant (CG-092).

Apply your Coast Guard email (Microsoft Outlook) to register:

1. Open your email and go to File > New > Choose Form.
2. Under the Organizational Forms Library, select Social Media Site
Registration Form.
3. Fill out the form and click Send.

E.1.f. Facebook As of 30 March 2012, Facebook upgraded all pages to the timeline layout.
page setup This guide’s following sections help you manage a page using timeline.

1. Page administrators add or edit the profile picture and cover photo.
2. To edit the profile, hover over the image areas and select Edit Profile
Picture or Change Cover as appropriate.
3. Ensure the selected profile picture is easily recognizable, appropriate
for the command, and includes the word “Official.”

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4. Facebook’s standard size for this graphic is 180x180 pixels, but it is


scaled down to 32x32 pixels so ensure the word “Official” is still
large enough to see in the scaled down version.
5. The cover photo is iconic, bold, and does not promote non-Facebook
links.
6. We suggest using bright colors, and crop the photo to 851x315 pixels.

E.1.g. Facebook A designated person (e.g., the unit’s CO, OINC, XO, PAO or OOD)
photos evaluates links, photos, and video on command Facebook pages at the
local unit before releasing to check for SAPP, and to ensure Coast Guard
members are wearing the proper uniform and safety equipment.

Never manipulate Coast Guard imagery. Do not add, move, or remove


objects in a frame; crop or alter in a way that changes the meaning of the
photo, or adjust the color or gray scale.

Additionally, photographers must upload any photo or video that depicts


Coast Guard operations or newsworthy events to DVIDS. Commands
support their servicing PAO by ensuring image entry into DVIDS.
Personnel can also post other candid personal photography of non-Coast
Guard operations or non-newsworthy events (e.g., morale events, sports
days, community relations, other daily routine imagery, etc.) to Facebook,
but they must be in good taste. All imagery posted to Facebook represents
the U.S. Coast Guard and reflects the service’s pride and professionalism.

E.1.h. Adding Using the new Facebook timeline, you can add both current and historical
content to the items to a page. This section illustrates how to add new links, status
timeline updates or milestones, and how to edit or feature a previous post.

The new timeline integrates a user’s personal connections with your


pages. Content posted by “friends” that is related to your page will
NOTE: show up in your timeline. For example, if you are friends with
someone who mentions your page their content will show up on
your page’s timeline - but it will only show up in your timeline.

To add new content using a link, follow the steps listed in E.1.h.(1), Steps
for adding content to a timeline, on page 2-92.

NOTE: Also, follow these steps when linking to YouTube.

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Figure 2-26 Adding content to the timeline screen shot

E.1.h.(1). Steps 1. Paste link in the status box.


for adding content
to a timeline

Once the link is embedded, you MUST delete the actual cut/pasted
NOTE: URL. Do not leave in the status box. The link will remain
embedded as shown.

2. Delete the cut or pasted URL and add content to the status box.

NOTE: Create an engaging topic or a call to action to ignite conversation.

3. Select an appropriate thumbnail image.

You must do this first before making other edits. Do not select an
NOTE:
ad, use a picture. Select “No picture” when no picture is available.

4. Click to edit title box if necessary. Enter an interesting title, and spell
check the entry.

NOTE: Create titles that are interesting and appropriate.

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5. Click to edit title box (usually, this includes cutting and pasting the
story’s first paragraph).
6. Review your work for accuracy, then click Post.

E.1.i. Adding Adding photos to your timeline helps to enhance the material’s appeal.
photos to the
timeline

Figure 2-27 Adding photos to the timeline screen shot

E.1.i.(1). Steps for To add photos to the timeline, do the following:


adding photos to
the timeline 1. Select Photo.
2. Select Upload photo/video.
3. Select Choose file.

NOTE: The photo must have an appropriate title.

4. Enter a caption or add context in the status box. Make this engaging
or a call to action to ignite conversation.
5. Double check your work and select Post.

E.1.j. Adding Facebook timeline also allows administrators to add historical milestones
historical to the wall with the option of posting/not posting the milestone to your
milestones to the news feed.
timeline
Add a milestone following these steps:

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Figure 2-28 Adding a milestone screen shot

E.1.j.(1). Steps for To add historical milestones to the timeline, do the following:
adding historical
milestones to the 1. Select Milestone.
timeline 2. Fill out the text boxes (filling out all sections is not required), enter
the historical date, and upload a photo as appropriate.
3. Choose whether to Hide or Post the milestones on your news feed.
4. Double check your work and select Save.

E.1.k. Editing a On the Facebook timeline you can edit a post after it has been published.
post after
publishing You can edit the date, and highlight, hide, or delete a post. To do so, hover
over the post until the star and pencil icons appear.

Selecting the star icon highlights a post and makes the post larger in your
timeline.

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Figure 2-29 Using the pencil icon screen shot

Selecting the pencil icon provides the following options:

 Pin to Top – the post will always appear at the top of your wall.
 Change Date – you can edit the date so the post appears at a specific
date on your timeline.
 Hide from Page – this can be useful when someone else posts on your
wall or you update your settings and you do not want it to appear on
your page.
 Delete Post – deletes the post.
If you make a mistake on a wall post or inadvertently post something you
did not want published publicly, you can remove the post from the wall by
clicking on the Edit or Remove icon in the upper right corner of the post
and selecting Delete. Do not select Hide from Page as this only hides it
from your wall, but still publishes the content publicly to all your fans.

Figure 2-30 on page 2-96 shows an accidental double post. You can see the
incorrect post was not fully deleted and is still receiving comments and
likes:

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Figure 2-30 Example of a Facebook double post

E.1.l. Admin In timeline for pages, Facebook offers an “Admin Panel” to help
panel administrators manage a page. Use the panel to edit the page settings, edit
apps, use insights, and edit the “About” section as well as the required
disclaimers and details about your page/unit.

Select Admin Panel in the upper right corner of your page to activate the
admin panel.

Figure 2-31 Selecting the Admin Panel screen shot

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The admin panel appears at the top of your page as follows:

Figure 2-32 Viewing the Admin Panel screen shot

In the panel, you can see notifications of recent comments, like and tags,
and recent messages. You can expand any section by selecting See All.

NOTE: Facebook now allows messaging to pages!

You can edit your settings, manage permissions, edit basic information,
manage admins, edit apps, view insights and more.

Select the Manage drop down menu and choose Edit Page to edit the page
settings.

Figure 2-33 Selecting the Manage drop down menu screen shot

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E.1.m. Changing Change your settings as follows:


settings on the
Admin Panel 1. Under Your Settings – check the Posting Preferences box so that
you always comment and post on your page as your page.

Figure 2-34 Setting your Posting Preferences screen shot

2. Under Manage Permissions – set as follows:

Figure 2-35 Manage Permissions screen shot

3. Under Basic Information – all fields have the same information as


the main Coast Guard Facebook page at www.facebook.com.
Administrators go to this page and copy or paste the content over to their
page in the Basic Information tab exactly as it appears on the Coast
Guard’s page under About (all administrators must update their About
section so the content fits the provided space).

We recommend the following text for all units:

“Welcome to the U.S. Coast Guard <insert unit name> Facebook page. For
the official source of information about the U.S. Coast Guard, please visit
www.uscg.mil”

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Page admins can personalize the founded, contact, website links and email
sections as appropriate for their unit. Use an official email address (do not
use third party email accounts like Gmail, Yahoo and Hotmail to conduct
official business).

USCG content that appears on the “Aboutˮ page:

Figure 2-36 Viewing the About page screen shot

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4. Use the Apps setting to adjust what and how items appear under your
cover photo on your wall.
You can add or remove applications such as Notes, YouTube videos,
Flickr photos, Facebook photos, Events and more.

Figure 2-37 Using the Insights page screen shot

5. Use Insights to gather statistics and metrics on your Facebook page.

E.1.n. Moderating Moderate comments per the posted information on the Info tab outlined
comments below. Click on View Comments under each wall post to review
comments and moderate as necessary.

When responding to a comment, Coast Guard Facebook managers must


fully disclose who they are, and their affiliation with the unit (i.e., name,
rank, and title).

Facebook does not allow page admins to moderate comments before


posting them. Therefore the page must be checked frequently. If left un-
moderated, comment streams can quickly spiral off topic and in an
inappropriate direction. Moderate comments twice daily but, depending on
frequency of postings and topic, commands might need to moderate more
frequently.

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Commands can consider using their servicing PAO or other trustworthy


and properly trained party to help moderate comments or keep the
command informed while the unit is underway or otherwise unable to keep
a close eye on the page.

If in doubt as to whether a comment violates the policy or is otherwise


inappropriate, consult your servicing PAO.

There are options for administrators to receive notification of comments,


likes, and other activities on their Facebook page.

Option 1: To see all comments, likes and tags, select See All in the admin
panel’s Notifications box. Here you can click links to see what has been
posted and by whom.

Figure 2-38 Viewing comments screen shot

Option 2: Admins can turn on Facebook notifications to receive an email


alert when someone posts or comments on the page. The admin edits the
settings and checks the box to Send notifications. To moderate comments
use the Hide Post option. Comments are never deleted!

To hide a post, hover over the comment you want to hide, click the “X” on
the comment and choose Hide Post. Hidden comments appear lighter in
color to page administrators.

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Figure 2-39 Moderating comments screen shot

To moderate comments use the Hide Post option. Comments are never
deleted!

To hide a post, hover over the comment you want to hide, click the X on
the comment, and choose Hide Post. Hidden comments appear lighter in
color to page administrators.

Figure 2-40 Hiding a Post screen shot

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E.1.o. Sending Facebook’s timeline allows admins to send and receive messages rather
messages than using a personal account to exchange messages. Just select Message
under the page’s cover photo.

It is critical that all messages sent from an official page include the
NOTE:
senders name, rank and title.

Figure 2-41 Sending messages as the page screen shot

E.1.p. Using Using Facebook on an iPhone or other smart phone device is very different
Facebook on an than using it on a desktop computer. The capabilities and functions of
iPhone Facebook on applications and mobile versions of the site can vary greatly.

Mobile Version
 Facebook iPhone mobile version (m.facebook.com) [access this
version through Safari on your iPhone].

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Mobile Desktop
 To switch to the Facebook iPhone mobile desktop, select the menu to
change setting to “Desktop Siteˮ.

iPhone Application
 Facebook iPhone application (access this version by downloading the
Facebook app in the iTunes App Store). The application does not have
an option to use “Desktop Site.ˮ

The following chart outlines functions of the various versions.

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E.1.q. Facebook  When you post a link to Facebook, remove the “sˮ in “httpsˮ before
Tips you paste it.

 Correct link example –


http://coastguard.dodlive.mil/2012/01/helping-wayward-manatees-
turtle-hatchlings/ .

 Incorrect link example –


https://coastguard.dodlive.mil/2012/01/helping-wayward-manatees-
turtle-hatchlings/.
 Consider “tagging” other pages in status updates. To “tag” a page, type
@ and then start typing the page’s Facebook name. Do not leave a
space between the @ and the page’s name (e.g., @uscoastguard). The
options appear in a drop down menu as you type.

You must “like” the page you are tagging in order for it to appear
NOTE:
as an option.

Figure 2-42 Tagging pages for Facebook screen shot

 Use Shift+Enter to leave a space or line break in a comment. Selecting


Enter alone posts the comment.
 At times you might want to leave a comment on another page so it
looks like your page left the comment. To do this, select User
Facebook as the U.S. Coast Guard (this will say your page’s name
instead of U.S. Coast Guard). When finished, return to the page and
change back to Use Facebook as yourself.

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Figure 2-43 Using Facebook as yourself screen shot

 Then go to the page you want to leave a comment.

Figure 2-44 Commenting on Facebook screen shot

 When you add a link to your page using the link option, add an
engaging and interesting comment in the status box. Invite your readers
to get involved in the conversation.
 Link to locally relevant regional or national SAR cases, news stories,
blog posts, press releases, or web sites about the unit or mission.

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 Post current or upcoming events or safety/security zones, interesting


facts, historical moments, safe boating tips, news about USCG
personnel, auxiliary safe boating courses in your area, and other items
of interest on the wall.
 Make sure to monitor comments and engage when appropriate.
 Make sure to carefully consider copyright issues and intellectual
property rights when using other sources of information.
 Commands “Like” other official Facebook pages in their chain of
command and within DHS.

You have to navigate to the page you want to “Like” and then select
NOTE:
“Add to My Page’s Favorites” on the lower left corner of the page.

 Consider the following pages:


 www.facebook.com/USNavy H

 www.facebook.com/homelandsecurity
96BH H

 www.facebook.com/UScoastguard
97BH H

 www.facebook.com/uscgdog
98BH H

 www.facebook.com/USCGAtlanticArea
9BH

 www.facebook.com/uscgpacificarea
10BH

 www.facebook.com/USCoastGuardNortheast
10BH H

 www.facebook.com/uscgnewyorkcity
102BH H

 www.facebook.com/USCGMidAtlantic
103BH H

 www.facebook.com/USCoastGuardSoutheast
104BH H

 www.facebook.com/uscoastguardheartland
105BH H

 www.facebook.com/uscgalaska
106BH H

 www.facebook.com/uscoastguardpacificnw
07BH H

E.1.r. Facebook Content, comments, and messages posted on social media sites in
Records connection with the transaction of public business may become a federal
Management record, so you must maintain a copy per the appropriate records retention
policies.

Currently there is no automated method to archive Facebook content


therefore, page administrators must manually save ALL content,
comments, and messages posted on the page on a regular basis (weekly is
advised). To do this, expand all wall posts and comments, then Select all
and print as a .pdf. Also, expand all messages and print as a .pdf.

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All files are saved on a shared drive for easy retrieval if a FOIA request or
other action might be required. Use the applicable Public Affairs content
records schedule for appropriate disposition based on the content’s
function or purpose.

Contact socialmedia@uscg.mil if you have questions.

E.2. DOD To collaborate with units in their AOR, each area and district public affairs
Worldpress Blog staff can own and manage a blog on the dodlive.mil domain.

Commandant CG-0922 establishes and administers the blog on behalf of


Defense Media Activity, and only add district or area users as needed to
add content and monitor the blog.

The DOD Live blogs are the only authorized blogging tool unless a waiver
is granted by CG-0922 and DHS. To request a site, contact
socialmedia@uscg.mil.

E.2.a. Training All Coast Guard personnel who post on official social media sites as part
of their duties must have either received training from their servicing PAO
or attended the Coast Guard PAO course at the Defense Information
School. To search for available course dates, go to the Coast Guard
Training Management Center’s website
(http://www2.tracenpetaluma.com/tqc/cschool.asp).

Additionally, all DODLive account users must complete the information


release authority training which is available at:

http://support.dodlive.mil/information-release-training/

Commands must provide their servicing PAO office a letter designating


their social media spokesperson and authorizing them to conduct official
unit communications. Create strong passwords to access all official social
media sites. A strong password consists of at least six characters including
a combination of upper and lower case letters, numbers, and symbols.

E.2.b. Sign in to a First, request addition as a district blog user to socialmedia@uscg.mil.


DODlive blog Once you receive your logon credentials, go to the logon url for your blog
(e.g., http://northeast.coastguard.dodlive.mil/wp-admin but insert your
district region in place of “northeast”). Once logged in, follow the steps
below to begin a blog post.

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E.2.b.(1). To start a new blog post, do the following:


Creating a new
blog post 1. Select Add New to begin a new post.
2. Add a title, ideally seven words or less.
3. Add content. It is important that Blog writers follow feature writing
style, keeping content short and simple usually between 300 to 500
words.
Use your insider access to take readers behind the scenes, providing a
perspective the public would not normally receive from traditional media.

Posts must follow AP guidelines. You can enter content manually, or copy
it from Microsoft (MS)Word.

Refer to CG-0922 for legal, security, and release of information


considerations.

Figure 2-45 Writing a blog post screen shot

Paste content from MS Word into the “HTML” versus “visual” tab
NOTE:
to avoid coding and formatting errors.

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4. Add tags. You may add as many tags as are appropriate for the post,
but do not use repeated keywords and names as tags as these are
automatically tracked by web crawlers.
5. Select appropriate categories. Because all Coast Guard blogs on
DODLive share a common domain and theme, you must select one or
more categories from the options given on the blog. Do not create
new categories as this will affect the standard theme and cascade
across all sites. You must assign a story at least one category
otherwise “uncategorizedˮ becomes a category on your blogʼs
homepage.
6. Add a featured image (required). It is the thumbnail image that
appears on the blog’s homepage. You must manually crop and resize
the portion of your image so that it is 600 x 300 pixels. See “Adding
images,” section E.2.c on page 2-111 for more information.
7. Add an excerpt. This is not required. It is an option to customize a
short description of your post. Limit your summary to between 280 to
300 words to fit the standard Coast Guard blog theme and layout. If
the excerpt option is left blank, the default description is the
paragraph or two of the post.
8. Add links. Use links to lend credibility and sources for more
information. Try to use “.gov,” “.mil,” or other reputable sites.

You must manually add links using the link button. For Section 508
NOTE:
compliance, set all links to “open in a new window.”

9. Add images. Use this button to add photographs to your post. See
section E.2.c, “Adding images” on page 2-111 for instructions on
adding images.
10. Save, preview, or publish the post. Depending on administrative
privileges, these options may not be visible for all users. To view the
post as it will appear when it is published, you can do one of the
following:
a. Click on the Visual tab.
b. Click the Preview button.

NOTE: The preview option only refreshes every fifteen minutes.

c. Click the Origin Server Post Preview link.

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NOTE: You do not have to wait for the page to refresh to use this option.

11. Spell check. Before publishing, you can use this button to spell check
the post.

Do not forget to manually check spelling in your title, name, formal


NOTE:
titles, facts, and figures.

After publishing the post, double check your blog on the live version to
ensure it posted correctly. If you made an error, follow the steps in section
E.2.f “Update a Post” on page 2-115.

E.2.c. Adding Photos are an essential element of a blog post. Imagery can help draw in
images the reader and tell a story within the story. Once you select the add image
icon on the draft blog post, follow these steps to properly upload the photo.

Figure 2-46 Uploading images screen shot

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1. Choose a file for upload. The file size cannot exceed 1MB. We
recommend that images be sized to 640 x 480 pixels, which is
optimized for web use. If you are setting the featured image (aka the
thumbnail), the image must be 600 x 300 pixels.
2. Select Upload.
3. Add a Title and Alternate Text. Section 508 requires all non-text
elements to have a textual equivalent. Add alternate text for each
photo and graphic that explains what is going on in the image. Often,
the Title and Alternate Text are the same. This is a requirement for all
imagery, including the “featured image.”
4. Add a caption. Place the caption in both the Caption and
Description boxes to ensure Section 508 compliance. You can use
the DVIDS cutline for your image or use a new description that better
fits limited spacing available. Always credit the photographer.

A caption and description are not needed for the thumbnail (aka:
NOTE:
“featured image”).

5. Enter a link, if desired. The default link to open images is a new


blog page. If you want to direct users to a specific link when they
click on the image (e.g., to DVIDS or a YouTube video), you must
copy/paste the link in this box.

NOTE: You must add the link on the initial upload of the image!

6. Choose the alignment.


7. Choose the desired size. If the image falls in line with the text, you
will likely choose Medium. If you want the image to span the entire
width of the blog post, choose Full Size. If the image appears too
small or too big for your post, follow the procedures under Editing
images, section E.2.d, on page 2-113.
8. Select “Use as featured image” to set the featured image. This will
automatically import the image as the thumbnail. Click Save all
changes to exit. You are done at this point, skip step 9.
9. If adding an image to the post, select “Insert into post.” It is very
important that you double check to ensure everything is correct before
selecting Insert into post. You must make changes to the caption or
text fields after this step.

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E.2.d. Editing You can edit images after selecting Insert into the post.
images

Figure 2-47 Editing images screen shot

To change the image size or placement:

1. Click on image in the draft blog post’s Layout tab and select Edit.
2. Make changes as appropriate.
3. Select Update to save changes.

If you change the caption or other text element you must also make
NOTE:
the changes in the Media Library.

Figure 2-48 Correcting the image in the media gallery

To correct the image in the media gallery:

1. Select Media/ Library.


2. Navigate to the image you want to correct in the library and select
Edit from the pop-up options below the image.
3. Make your corrections and select Update Media.

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E.2.e. Embed While Wordpress allows embedded video in a blog post, it is not a
video suggested practice because the Coast Guard network blocks these videos
on Coast Guard computers. There are two ways to embed a video:

 Copy and paste the YouTube url directly into the post. You must
ensure you are on the html tab. Also, ensure the url is unaltered
(e.g., not bold or italic) and that the url is on its own line.
 Alternatively, use an image (e.g., a screen shot from the video) and link
to the video in the Link URL box (as seen in item five of “Adding
images” above).

This is the only authorized method of embedding video that


NOTE: complies with privacy laws, DHS, and works with our Wordpress
theme.

Figure 2-49 Embedding video screen shot

1. In the Visual tab, select the icon that looks like a television set.
2. Click on the Portal video tab in the pop-up box.
3. From the Select video portal drop-down menu, select YouTube CG.
4. Insert the video ID.

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a. The video ID is the series of letters and numbers after the equal
(=) sign in the YouTube url.
b. For example, in this YouTube link:
http://www.youtube.com/watch?v=jvodVIzqWwg
the video ID is “jvodVIzqWwg”.
5. Select Insert.
The embedded video ID appears in the blog post as bracketed code.
The actual post appears as a YouTube video.

NOTE: The default and unchangeable size of the video is 560 x 340.

E.2.f. Update a At times, you might have to update a post after it has been published to add
Post links, more information, or correct mistakes. Commands must ensure the
information provided on the blog is completely accurate, and conveyed in
the proper context upon initial upload.

Despite this commitment, mistakes can occur. When they do, you must
correct them in a timely manner. You can make things like spelling and
punctuation edits immediately. However, factual or contextual errors,
including names, dates, or places, or adding additional information to the
post flags it with the word Update at the top of the pos, followed by a brief
explanation of the changes and why you made them, if appropriate.

Figure 2-50 Updating a post after it has been published screen shot

E.2.g. Comment Every district must check and moderate their blog’s comments. To check
moderations comments, select Comments from the left navigation bar:

 Most comments awaiting approval appear in the All or Pending


folders.

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 Regularly check the Spam folder to see if legitimate comments were


erroneously sent to that folder by the spam filter.

Figure 2-51 Moderating comments screen shot

 To moderate comments, use the quick select buttons below each


comment.

 If the comment aligns with USCG policy, select Approve.

 If the comment violates USCG comment policy, leave the comment


as-is and do not approve it.
 Never delete comments for records management and archival purposes.
 Mark comments that are clearly spam as Spam.
 Contact socialmedia@uscg.mil if you have questions.
 Commands engage and respond to commenters when appropriate
 Users can respond using the Reply quick select button.

NOTE: You must approve comments before they are posted to the blog.

E.2.h. Blog Content and comments posted on social media sites in connection with the
records transaction of public business may become a federal record and, if so, you
management must maintain a copy per the appropriate records retention policies.

Because blogs are hosted on the dodlive.mil domain, defense media


activity (DMA) archives and retains content and comments. Therefore,
records are retained as long as the content and comments are not deleted
from the system. Follow the guidance on comment moderation above and
contact socialmedia@uscg.mil if you have questions.

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E.2.i. Blogging  To establish readership and credibility, blog managers should post at
tips least twice a week. If content or ideas are lacking, a series on a
particular topic of interest to your audience can help to fill lulls (e.g.,
environmental issues, safe boating, green initiatives, history pieces,
personnel highlights and cross posts from the Coast Guard Compass).
 At times, a cross-link/cross-post of locally relevant regional or national
SAR cases, news stories, blog posts, press releases, or web site is
appropriate. Try not to favor any one news outlet and be careful of
inappropriate endorsements. It might be best to write a short
introduction and include a quote from leadership to provide a command
message, and then link to the story.
 Keep your target audience in mind and tailor your posts appropriately.
Tell stories about the missions and the people at your unit in a way that
engages your audience. Use your insider access to tell a behind the
scenes story that the public normally would not receive.
 Never populate social media sites by RSS feed. This is based on the
premise that social media is about a dialogue and two-way
conversation with the public. Simply using the tool to push out
information using an RSS feed is not a best practice in social media. If
you do not have the resources to personally manage and engage on
social media then you can reconsider having the social media site.
Content posted is always published manually by site managers in a
transparent and engaging way. Adding a personal touch like a creative
status update to go along with a link to a news article on Facebook or
an imaginative Tweet that drives people to click on the link is a great
way to make information more accessible on social media.
 Make sure to carefully consider copyright issues and intellectual
property rights when using other sources of information.
 After publication of a post, send the link to those who may have an
interest in reading, sharing or cross linking the post (i.e., unit
leadership, subjects, contributors, and HQ social media).

E.3. Official To collaborate with units in their AOR, each area and district public affairs
Twitter Account staff can manage a Twitter account. You must register all official Coast
Guard social media sites with Commandant (CG-092). To register:

1. Use your Coast Guard email (Microsoft Outlook).


2. Open your email and go to File > New > Choose Form.
3. Under the Organizational Forms Library, select and fill out the Social
Media Site Registration Form, then hit send.

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Use the following guidelines to set up your Twitter account in a manner


consistent with Coast Guard branding and that meets policy requirements.
E.3.a. Training All Coast Guard personnel who post on official social media sites as part
of their duties must have either received training from their servicing PAO
or attended the Coast Guard PAO course at the Defense Information
School. To search for available course dates, go to the Coast Guard
Training Management Center’s website:

http://www2.tracenpetaluma.com/tqc/cschool.asp

Commands must provide their servicing PAO a letter designating their


social media spokesperson and authorizing them to conduct official unit
communications. Strong passwords are used to access all official social
media sites. A strong password consists of at least six characters including
a combination of upper and lower case letters, numbers and symbols.

E.3.b. Twitter Since Twitter access from a Coast Guard workstation is currently
posts prohibited, commands must decide if they are able to properly manage a
Twitter account before requesting an identity. Commands can use unit
funds to acquire and use “stand-alone” computers and internet connections
outside of the Coast Guard network to obtain access to the blocked site.
Consult your servicing procurement office for assistance.

While administrators cannot access Twitter from a Coast Guard


workstation, they can make status updates and upload pictures (Twitpic)
from a stand-alone or mobile device. However, they must be mindful of
OPSEC requirements, proper authority to release information, and be able
to adequately monitor follow-on tweets. To set up mobile access, select
Settings for your Twitter account and then Mobile.

Members who self-publish online are personally accountable for


NOTE:
everything they post.

Personnel are responsible for ensuring disclosed information (including


personal comments) is accurate and appropriate. Coast Guard members are
accountable for violations of the UCMJ for content posted online.

Commands engage with their followers when appropriate to answer


questions, correct misinformation, and generate dialogue. While AP style
is not essential due to character limitations, good grammar and avoiding
out of the ordinary acronyms and shorthand is advised.

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E.3.c. Set up a To start a new Twitter account, do the following:


new Twitter
account 1. Go to www.Twitter.com and choose Sign Up. Commands must set
up their official Twitter account for consistent branding and to ensure
sites provide proper disclaimers.
2. Begin all official Twitter accounts with “USCG” followed by unit
name. District accounts use the same regional title as their blog (e.g.,
1st Coast Guard district would use “USCG Northeast”).
3. The maximum number of characters for a Twitter username is fifteen.
Limit acronyms.

E.3.d. Edit your Every Twitter manager should first edit his or her profile (also called
Twitter profile Settings), and include the following information under the appropriate tab
(all other tabs can be set to meet applicable command needs):

 Account tab.

 Include an official contact email address.

 Do not password protect Tweets.


 Profile tab.

 Ensure your account picture is easily recognizable, appropriate for


the command, and includes the word “Official.” The standard size
Twitter uses for this graphic is 81 x 81 pixels.

 Add your location and district website.

 You should not Post your Tweets to Facebook. Best practices do


not encourage using auto feeds to social media sites. This is based
on the premise that social media is about a dialogue and two-way
conversation with the public. If you do not have the resources to
personally manage and engage on social media then you may
reconsider having the social media site. Content should be manually
posted and tailored to suite your audience.

 Ensure the bio states “Official USCG Twitter account. This is not
an emergency communication channel. If you are in distress, use
VHF Ch. 16 or dial 911.”
 Design tab.
Twitter’s redesign now includes the option for adding a banner. Twitter
recommends the banner size to be as high as 1252 x 626 and no more than
5MB for optimal display across all platforms and devices.

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 To add a banner:
a. Login to Twitter and select Settings.
b. Select the Design tab.
c. Scroll down to the option Customize your own and choose
Change Header.
d. Choose your banner photo, adjust image display as needed, and
Save.
e. Click on the Me tab to preview your banner.

The display image is automatically placed hovering in the upper


NOTE:
center over the banner.

(1) Change the display image to the standard Coast Guard theme.
Contact CG-0922 at socialmedia@uscg.mil to obtain the
graphic file for upload.

2-52 Standard Coast Guard Theme Display Image

E.3.e. Twitter The following outlines the standard anatomy of Tweeting.


Basics
 While you can Tweet directly from www.Twitter.com, you can also use
third party Twitter applications or sites including www.Hootsuite.com
and www.Tweetdeck.com.
 You should set up an account on one of these third party sites with
keyword searches, Twitter lists, and popular Tweeters to help monitor
and listen to the Twittersphere.
 BASIC TWEET: The basic tweet is created by the site manager. After
finding a news article or website of interest to Tweet, follow these
steps:

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2-53 Twitter Basic Tweet screen shot

 Use a URL shortener. Tweeters use the Google URL shortener


over privacy policy and security concerns. Go to http://goo.gl/ and
shorten the link to the news article or website of interest. If you are
logged in to Google, goo.gl will track the number of times the link
is clicked.

 Use hashtags. Hashtags help people follow a Twitter conversation.


You create unique hashtags for your specific campaign, topic, or
area of responsibility. Remember that you only have 140 characters
including any links so keep hashtags short.
 RETWEET (RT): Retweeting (RT) is an easy and great way to
engage with other Tweeters.

 If you find a Tweet that you would like to RT in Hootsuite, hover


over the Tweet with your mouse and select the Retweet option.
Hootsuite creates a Tweet that begins with “RT @” and the name of
the original Tweeter. This is like the credit line in a photo or video
(see below).

 Sometimes the RT is too long and must be shortened to fit within


the 140 character limit. In this case, change the RT to MT (MT
stands for “modified Tweet”) and shorten the Tweet.

 Be mindful not to alter direct quotes or change the meaning of the


original Tweet.

Figure 2-54 Twitter Retweet screen shot

 If you RT directly from Twitter, hover over the Tweet and select the
Retweet option.

 A pop-up window asks you to confirm Retweet this to your


followers." See Figure 2-55 on page 2-122.

 You do cannot edit or modify the Tweet in any way.

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Figure 2-55 Retweeting in Twitter screen shot

 Your RT appears like this in your Twitter feed.

Figure 2-56 Reviewing the Twitter feed screen shot

E.3.f. Records Content posted on social media sites related to transacting public business
Management may become a federal record, so you must maintain a copy per the
appropriate records retention policies.

CG-0922 identified a free online tool, www.backupify.com, to archive


Twitter site content and comments. Coast Guard Twitter site managers
establish a separate, non-personal Backupify account and maintain the
archived data of the official Twitter account. Contact
socialmedia@uscg.mil if you have questions.

E.3.g. Twitter  Tweet timely, hot-off-the-press information in the moment.


Tips
 Tweet about locally relevant regional or national SAR cases, news
stories, blog posts, press releases or web sites.
 Re-tweet and reply as appropriate to mentions using the @.
 Twitter site managers use suitable hashtags to help with search engine
optimization and Twitter searches.
 Tweet a picture of the day, safe boating tips, things to know, area
familiarization information, unit stats, area safe boating courses, Coast
Guard tidbits, historical data, feature a “Did you know” series, etc.
 Consider using Twitpic (http://twitpic.com/) to share imagery.

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 Twitter is not meant to be a list of news releases. Individually tweet


this information and add a personal touch.
 Create hashtags (#) to help people track your posts. As an example,
search #uscg on http://search.twitter.com/.
 Use Twitter services like www.tweetdeck.com or www.hootsuite.com
to easily manage your Twitter presence.

E.4. YouTube Collaborating with units in their AOR, each district public affairs staff has
the option of managing a YouTube playlist on the Coast Guard’s official
YouTube channel www.youtube.com/uscgimagery.

NOTE: Do not establish a unique YouTube channel.

Work with your servicing PAO to add video to the Coast Guard’s official
YouTube channel.

A designated person at the local unit (e.g., CO, OINC, XO, PAO or OOD),
must evaluate all video before sharing to check for SAPP and to ensure
Coast Guard members are wearing the proper uniform and safety
equipment.

Never manipulate Coast Guard imagery. Do not add, move, or remove


objects in a frame; or crop or alter in a way that changes the meaning of the
photo.

Due to records management requirements and DHS policy, all videos


posted on third-party online multimedia sites must also be uploaded to
DVIDS within a reasonable amount of time.

Do not alter or edit the settings of the shared USCG Imagery YouTube
channel or change the password at any time. CG-0922 staff manages site
access and channel settings. Additionally, users must not delete any
comments or messages sent to the YouTube channel as, again, CG-0922
moderates and manages the site and will notify you via email they need
your assistance or engagement.

The following guidelines help you upload videos to your specific playlist
for consistent branding and to meet policy requirements.

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E.4.a. Logon to This is a job aid to help you upload a video for streaming on the Coast
YouTube Guard’s YouTube channel (www.youtube.com/uscgimagery).

1. Sign in to YouTube at http://www.youtube.com.


2. Click Sign in and enter the shared username and password.

Authorized users share a username and password for this YouTube


channel. Users must practice careful and meticulous content
uploading to ensure it is properly added per these guidelines. Do not
NOTE: share the username and password with anyone not on the CG-0922
managed access list. The password changes monthly and is
distributed via email to authorized users. Contact
socialmedia@uscg.mil for access.

E.4.b. Upload a Once logged on, follow these steps to upload a video (the video file must
video be saved on your computer in its final format):

YouTube supports .mpeg4, .mov, .3gpp, .avi, .mpegps, .wmv and .flv
NOTE:
files. It does not support .mswmm or .wlmp file formats.

1. Click the USCGImagery drop-down menu in the upper right corner,


select Video Manager, and click on Upload in the upper left-hand
side.
2. Choose Select files from your computer, choose your video, and
select Open to begin the video upload.

Figure 2-57 Uploading a video screen shot

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NOTE: The video upload process can take from fifteen to sixty minutes.

3. Next, adjust the following settings:


a. Video privacy settings. This is the first step after uploading the
video. The video is marked as “Private” to prevent the video
from being publicly viewed until the video’s settings are correct.
Later, after you make all the settings and add closed captions,
you can change the video settings to “Public.”
b. Video title. Add a simple, short, but catchy title. Leave out the
file type (.wmv, .mov, .flv) and numbers typically assigned to
DVIDS uploads.
c. Description. You can use the DVIDS cutline for your video or
put in a new description recounting the video. Always credit the
videographer and identify as a U.S. Coast Guard video. You
might also consider including links for more information or to
add context.
d. Tags. Add key words to help with online search of your video.
You should add 5-10 key words, including “Coast Guard,”
“USCG,” and “coastguard.”
e. Category. For all Coast Guard videos, the category is “News and
Politics.”
f. Edit video settings. Once the video uploads, you must edit the
video settings so you can make the video publicly accessible. To
do so, follow the steps in the next section, “Edit video
information.”

E.4.c. Edit video After uploading a video, you must:


information
 Choose the thumbnail.
 Set comments to With approval only.
 Change the privacy settings from Private to Public.
 You might need to edit or add captions per Section 508 requirements
(See Figure 2-58 “Closed caption videos” on page 2-126).

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Figure 2-58 Adding closed captions screen shots

1. To begin, select the USCG Imagery drop-down in the upper right


corner and select Video Manager.
2. Add to series playlist by selecting your video, then choosing the
+Add to drop-down menu and add it to your appropriate district
playlist.
3. Next, select the Edit button under your video to edit all the video
settings.
In the video settings screen, you can double check your title, description,
tags, and category settings to ensure they are correct.

Follow the next steps to set the thumbnail, comment, and privacy settings.

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Figure 2-59 Modifying video details screen shot

4. Choose the video thumbnail image. You can choose a thumbnail from
the available options or you can upload your own thumbnail. If you
create your own thumbnail, the image must be as large an image as
possible (suggested: 1280 x 720) since the image is also used as the
preview image when your video is embedded on other sites. You can
upload a JPG, GIF, BMP or PNG file. Maximum file size is 2 MB.

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5. Adjust comments settings. Set every video to Allow all comments


with approval only.

CG-0922 moderates all YouTube comments per commenting policy.


If there are comments that trigger questions about district
NOTE:
operations, forward them to that district for response. Do not delete
or respond to comments unless requested to do so.

6. Change privacy options. Change the video setting from Private to


Public if the video is ready for publication.
7. Select Save Changes.
Now that the video settings are correct, you must ensure any video with
spoken audio has proper closed captioning per Section 508 compliance
requirements. The following section deals with how to use a simple closed
captioning application called “CaptionTube” (though there are other
applications and software to use if you prefer). Contact
socialmedia@uscg.mil for suggestions of other captioning software or if
you have questions.

E.4.d. Closed Google provides an easy to use application called “CaptionTube” for
caption videos closed captioning YouTube videos per Section 508 requirements.

This is a requirement for all uploaded YouTube videos with spoken audio
(i.e., speeches, audio interview with b-roll video). This is not required for
background audio that might be captured on b-roll alone.

You must first upload the video into your YouTube channel before
NOTE:
you can build captions for it.

Figure 2-60 Adding closed captions to video screen shot

1. Navigate to http://captiontube.appspot.com.
2. Log on using any Google account.

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Figure 2-61 Marking the caption start time screen shot

3. Once logged on, select a Personal Video, to pull up a list of videos


on your YouTube channel.
4. Select the video you want to caption, and click Import.
5. Select Edit on the video to add begin adding captions.

2-62 Adding captions screen shot

6. Click the Add Caption button to mark the caption start time.
7. Play the video.
8. As the video plays, type the narrative in the Caption Text box. Type
about 2 to 3 lines of text or about 10 seconds worth of audio.

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2-63 Editing a caption screen shot

9. Check the video’s time. In the Caption Duration box, enter the
length of time it took for the typed caption to play.
a. For example, if you started a caption at :00:00:12.902 and after
typing 2-3 lines the video player says :23 then you typed about 9
seconds of audio. A close calculation is usually good enough.
b. Double-check spelling, punctuation, and grammar.
10. Click Save Caption.
11. Repeat these steps until you have captioned the entire video.
12. Select the timeline at the bottom of the screen to edit the caption.
Review, modify, and publish your work.

 “Timeline” add and edit captions.


 “Preview” watch the video with captions to check your work.
 “Publish” upload your captions to YouTube.

2-64 Publishing captions on YouTube screen shot

Follow the next steps to publish your captions on YouTube.

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E.4.e. Publish After you hit the Publish button in CaptionTube, select one of the two
captions on options for publishing your captions to YouTube.
YouTube

2-65 Selecting the publish method screen shot

1. Publish on YouTube.
a. If you logged-on to YouTube, you can simply select Publish on
YouTube.
b. Select Publish.

This automatically puts the closed captions into the YouTube video
NOTE:
file.

2. Review your work to ensure the video is public and the captions work
by navigating to YouTube.
3. Ensure comments are set to Allow all comments with approval
only.

2-66 Uploading the caption file to YouTube screen shot

4. Select Download to My Computer.

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5. Select SubViewer format (.sub).


6. Select Download Now.
The file downloads to your computer.
7. Upload the caption file to YouTube.
8. Select the Edit drop-down menu next to your video.
9. Choose Captions.
10. Click Add New Caption or Transcript on the next tab page to
upload your .sub caption file.

2-67 Uploading your caption file screen shot

E.4.f. Records Content and comments posted on social media sites connected with
Management transacting public business may become a federal record, so you must
maintain a copy per the appropriate records retention policies.

YouTube is not an official source for the release of information. Therefore,


all videos uploaded to YouTube are first uploaded to the DVIDS. Contact
socialmedia@uscg.mil if you have questions.

Additionally, as stated above, CG-0922 will manage and maintain the


YouTube inbox in order to maintain proper records management of public
comments and engagement. All comments on YouTube are kept, whether
approved or not. Therefore, users will not delete any comments or
messages sent to the YouTube channel. CG-092 moderates and manages
the site. If we need your assistance or engagement, we will contact you via
email.

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E.5. Flickr In collaboration with units in their AOR, each district public affairs staff
can manage a Flickr photo collection on the Coast Guard’s official Flickr
site (www.flickr.com/coast_guard).

A designated person at the local unit (e.g., CO, OINC, XO, PAO or OOD)
must evaluate all photos before release to check for SAPP and to ensure
Coast Guard members are wearing the proper uniform and safety
equipment.

Never manipulate Coast Guard imagery. Do not add, move, or remove


objects in a frame; or crop or alter in a way that changes the meaning of the
photo or adjust the color or gray scale.

Due to records management requirements and DHS policy, all imagery


posted to third-party online multimedia sites must also be uploaded to the
DVIDS within a reasonable amount of time.

CG-0922 staff manages site access and moderates the settings.


Additionally, due to records management, it is important that users do not
delete any comments or messages sent to the Flickr site. Again, CG-0922
moderates and manages the site, and will contact you via email if they need
your assistance or engagement.

The following guidelines will help upload photos for consistent branding
and to meet policy requirements.

E.5.a. Logon to To log on to Flickr, do the following:


Flickr
1. Sign in to Flickr at http://www.flickr.com.
2. Click Sign in and type the Yahoo! ID and password.
Authorized users share a username and password for this Flickr account.
Users must practice careful and meticulous content uploading to ensure it
is properly added per these guidelines. Do not share the username and
password with anyone not on the CG-0922 managed access list. The
password changes monthly and is distributed via email to authorized users.

E.5.b. Once signed on, follow these steps to upload a photo:


Add photos
1. To begin, click Upload on the top navigation bar under the Flickr
logo.
2. Choose photos and videos.
3. Select the photo you are uploading and click Open.

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2-68 Uploading to Flickr screen shot

4. Under set privacy, click Public.


5. Upload photos and videos.
The photos upload, followed by a green banner saying “Finished!”
6. Click on Add a description.
7. Add a simple, short, but catchy title.
Leave out the file type (.jpg, .png, .gif) and numbers typically
assigned to DVIDS uploads.
8. Add a description.
You can use the DVIDS cutline for your photo or put in a new
description recounting the video. Always credit the photographer and
identify it as a U.S. Coast Guard photo.

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2-69 Adding tags in Flickr screen shot

9. Add tags. To use tags for more than one word (e.g., Coast Guard),
type the word in quotes (e.g., “Coast Guard”). Be sure to include the
mission area as a tag. Select Save. You can also add more tags once
the photo is saved by clicking on the photo and clicking Add a tag.
10. Select Save and proceed to the next section to move your photo(s)
into the appropriate set and collection. This is required for all photos
and ensures they are associated with the proper region and mission.

E.5.c. Moving Your photo is now in the Coast Guard’s official photostream. Next, you
photos into a set need to move the photos to sets. Base these sets on missions or events that
happen in your district. There are two ways to add pictures to sets:

 Option A: Move each individual photo (See Figure 2-70 “Creating a


new set screen shot” on page 2-136)
 Option B: Move groups of photos using the “Organize & Create”
option (See Figure 2-70 “Creating a new set screen shot” on page 2-
136).
First, we will discuss Option A.

1. To start, navigate to Your Photostream via the Home tab and click
on the individual photo in the photostream.
2. Under the Action drop down menu, click Add to a set.
3. Select a set from the menu or, if appropriate, create a new set. For this
example, we create a new set.

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2-70 Creating a new set screen shot

4. Title the set with the name of the mission or particular event.
5. Describe the set.
This will be a short synopsis of what the mission was or the details of
the particular event.
6. Create set.
7. Click on your new set.
The software directs you back to the sets lists where you can click on
your new set. Once added, a green check mark appears to the right of
the set’s name to acknowledge it was successfully added, then
disappears.
8. Select Done.

Figure 2-71 Using Organize & Create to add photos screen shot

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Option B allows you to add your photo to a set using “Organize & Create.”
The software directs you to the organize and create homepage which
defaults to “Batch Organize.”

1. Click on Sets & Collections tab.


You can choose the collection or set you want, or you can create a
new set by clicking on the hyperlinked “set” where it says Create a
new: collection or set. For this example, we selected the option to
create a new set.

Figure 2-72 Adding photos to a set in Flickr screen shot

2. Title the set.


This is the name of the mission or particular event.

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3. Describe the set.


Give a short synopsis of what the mission was or the details of the
particular event.
4. Drag photos into stream.
The bottom photos are all photos uploaded to your photostream. To
add them to a set:
a. Click on the photo.
b. Drag the photo into the grey shaded area.
The photos will now appear in your set.
5. Drag a photo for the set’s album cover.
Click on any photo in your set and drag it over to the upper left image
to replace the current set’s album cover photo.
Your photo is now in the Coast Guard’s official photo stream and each
photo is in its set. Continue to the next section to move photos to your
collection.

E.5.d. Moving You can now add photos to a collection that represents each district. You
photos into a can add the photo to the collection by staying in the Organize & Batch
collection tab.

1. Drag a set to a collection.


Clicking on your set (or multiple sets), and dragging it over to the left
side where there is a list of collections, adds your set to your
respective collection.

Figure 2-73 Moving photos into a collection screen shot

Your photos are now uploaded, in a set, and in your respective collection.

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To view your photo(s) in the collection go to the Flickr homepage.


2. Click on collections.
The software directs you to a new page with your respective
collection that includes uploaded sets.

Figure 2-74 Viewing collections in Flickr screen shot

E.5.e. Deleting a The best way to delete a photo (but not delete any sets or collections), is to
photo delete the individual photo. Remember that all deletions, either a set or a
photo, are permanent.

1. Click on Actions.

Figure 2-75 Deleting individual photos in Flickr screen shot

2. Click on delete photo (see Figure 2-76 on page 2-139).

Figure 2-76 Deleting individual photos in Flickr screen shot

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Acknowledge the warning that this is permanent.


3. Click OK.

E.5.f. Records Content and comments posted on social media sites connected with
Management transacting public business can become a federal record, and federal law
requires maintaining a copy per the appropriate records retention policies.

Flickr is not an official source for the release of information. Therefore, all
images uploaded to Flickr are first be uploaded to the DVIDS. Contact
socialmedia@uscg.mil if you have questions.

Additionally, as stated above in the Authority section, CG-0922 manages


and maintains the Flickr inbox to maintain proper records management of
public comments and engagement. Fllickr retains all comments, approved
or not. Therefore, users should not delete any comments or messages sent
to the Flickr site. CG-0922 moderates and manages the site, and will
contact you via email if your assistance or engagement are needed.

E.6. Editing the CG-0922 social media team manages the www.uscg.mil homepage. This
www.USCG.mil TTP outlines processes and procedures for adding banner images and other
Homepage graphics.

To request access to manage the www.uscg.mil homepage, email


socialmedia@uscg.mil.

E.6.a. Standard You must be on a USCG workstation to access the www.uscg.mil


colors homepage web documents folder. To access and open the folder:

1. Open Internet Explorer and type in the URL


\\wwwstage.uscg.mil\wwwroot\home.
2. Hit Enter.
You only need two folders to manage the www.uscg.mil homepage –
the “Updates” and “Video” folder.
Use “Updates” to manage the banner graphics that stream across the
top of www.uscg.mil.
Use “Video” for managing the video player on www.uscg.mil.

E.6.b. Accessing Images used for the banner must be exactly 782 x 240 pixels.
the homepage
web folders

NOTE: A template file is available at socialmedia@uscg.mil.

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1. Create the image by editing photos using Photoshop (or other photo
editing software) and saving as a .jpg.
2. Give all banners one-word names (e.g. “healy.jpg” instead of “Coast
Guard Cutter Healy.jpg”).
3. Access the homepage web documents as outlined above and save the
image in the “Updates” folder.
4. To add the image to the banner, edit the “headlines.asp” file code.
Typically, there are between 4 to 5 banner graphics streaming across
the website. Each banner graphic has the following code:
<li>
<a href="http://coastguard.dodlive.mil/2012/01/midnight-marijuana-
smuggling-attempt-halted/">
<img src="home/updates/Bust.jpg" style="border:0; text-decoration:none"
alt="Midnight marijuana smuggling attempt halted"/></a>
</li>
5. Only alter the highlighted code above.
It is unique to the image and story being referenced.
6. Insert the URL for the banner, the name of the image you created, and
the title of the banner.
7. After editing, save the headlines.asp file and go to the “Testing
homepage edits” outlined in section E.6.d on page 2-142.
Banners are listed in order from newest to oldest. Only those images that
appear on www.uscg.mil are listed in the headlines.asp file.

E.6.c. Editing the Use the following guidance for homepage videos:
homepage video
 Videos used on the www.uscg.mil video player must be .flv and no
more than 10 MB. Remember that the videoʼs first frame is what will
be previewed on the homepage player, so donʼt start the video with a
fade or an awkward shot. Always include the required slate at the end
of the video.
 All videos used on the homepage player are uploaded to the USCG
Imagery’s YouTube page. The DVIDS version must be linked in the
cutline.
 All videos on the homepage player must be Section 508 compliant,
which means they must have closed captions. The closed captioning
needs be an .xml file (Mac recommended software, “Movie
Captionerˮ).

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 To add a video to the homepage, open the “Video” folder as outlined


above and save the video in the folder along with the closed captioning
.xml file.
 Rename the old video as “homevideo-OLD.flvˮ and rename the new
video as “homevideo.flv.ˮ
 Rename the old caption file as “captions-OLD.xmlˮ and rename the
new caption file as “captions.xml.ˮ
 To edit the short cutline posted under the video on the homepage open
and edit the “captions.txt” file in the “Videoˮ folder. The caption is no
longer than approximately 100 to 150 words.
 To add hyperlinks in your video cutline, use the following HTML
code:
<a href= “link URL”>link description</a>

E.6.c.(1). Testing To test your work and check to see how it appears on www.uscg.mil, open
the homepage Internet Explorer and type //wwwstage.uscg.mil in the url box. This is the
video stage server for www.uscg.mil. You have approximately fifteen minutes to
fix problems or make changes before it goes live on www.uscg.mil.

E.6.d. Testing Delete old images, videos, and other files from the “Updates” and “Video”
homepage edits folders to keep them organized, and a reasonable data storage size.

E.7. Wikipedia Wikipedia is a community as much as a resource. Although Wikipedia


might seem like a “free for all,” it is a self-regulating ecosystem with
volumes of rules, guidelines, and policies.

Regardless of accuracy, Wikipedia is not an official source of information


about the U.S. Coast Guard. While it is often used as an information
source, do not view it as a credible resource for official information.
Whenever possible, units and commands should direct the public to their
official military or government website rather than any third party site
(e.g., Wikipedia, Facebook, etc.).

Additionally, users must read and be familiar with Wikipedia’s Conflict of


Interest policy. Wikipedia is an encyclopedia, not a vanity press or forum
for advertising and promoting yourself or your ideas. As such, it should
contain only material that complies with its content policies and
Wikipedians must place the interests of the encyclopedia first. Wikipedia
reserves the right to remove information posted by any source regardless of
affiliation if they feel their policies are being violated. Any editor who
gives priority to outside interests can be subject to a conflict of interest.

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E.7.a. Wikipedia Keeping the above information in mind, users and content owners can edit
Use Guidelines and correct information on Wikipedia, but must do so with great caution
following these guidelines:

 Coast Guard employees can correct or update facts on a page explicitly


referring to a Coast Guard unit, asset, or active duty member, but
should not actively maintain or manage any Wikipedia page. Units and
commands should strive to keep their official page on the
www.uscg.mil website up-to-date, accurate, and relevant.
 Edits to Wikipedia should only be for correcting erroneous facts. The
Coast Guard does not use Wikipedia to engage in policy or other
debates with members of the public.
 Before taking action, consult your servicing public affairs office for
advice and approval.
 Write contributed content from a neutral and factual point of view,
representing all significant views fairly, proportionately, and without
bias.
 Wikipedia does not publish original thought. All Coast Guard
personnel who edit or correct Wikipedia content must attribute it to a
reliable, published online source – which must be an official military or
government website. Do not reference third party web or news sites
(e.g., military.com, NBC, New York Times, etc.).
 All editors must identify themselves as representatives of the U.S.
Coast Guard on the pages.
 Never conduct any anonymous editing.

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Section F: Communication Action Plans

F.1. Introduction Communication action plans (CAP) are developed for high-profile, critical,
or controversial issues. For issues with which the Coast Guard shares
responsibility and are properly addressed through a joint information center
or similar public affairs approach, existing regulations, guidance, and
policy apply.

 The Coast Guard must act with coordination and planning to


communicate to both external and internal audiences.
 There must be a collaborative effort to develop robust outreach,
engagement, and communication action plans well in advance of key
events and major policy initiatives. CAPs effectively pass consistent
information to external and internal audiences, and ideally are
developed in advance of the issue becoming public knowledge, in order
to develop an accurate and consistent message. You must consider
operational security when creating these plans.
 Communication action plans for specific issues or events must be
aligned with Commandant policy and intent.
 Effective communication action plans are an integral part of
formulating new initiatives. They must be developed and considered as
issues, plans, and policies are formed.
 Examples of issues in which a CAP is necessary include, but are not
limited to:

 Organizational changes (e.g., sector establishment, Commandant


Intent Action Orders, etc.)

 Major acquisition announcements (e.g., RB-M, Deepwater


adjustments, etc.)

 Ending release of high profile investigations and audits (e.g., GAO,


Inspector General, internal Coast Guard investigations, etc.)

 Significant shifts in Coast Guard policy or practices (e.g., new


boarding procedures, vessel/aircraft operating restrictions, etc.).

F.2. Communication action plans result from a collaborative effort among


Responsibilities program managers, headquarters directorates, district staffs, and area staffs
ensuring the Coast Guard speaks with one message and one voice.

 Program managers, headquarters directorates, district and area staffs


are responsible for identifying important issues for the communicators’
evaluation. If these content owners feel a particular issue may warrant

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a communication action plan, they should contact Commandant (CG-


092) and schedule a meeting or teleconference to discuss. If CG-092
determines that a CAP is necessary for a particular issue, the content
owner is responsible for providing the details of the issue, a list of the
targeted audiences involved, proposed themes, and specific talking
points.
 For headquarters staff elements, CG-092 determines if a
communication action plan is necessary for a specific event or issue. If
such a plan is necessary, CG-092 has direct responsibility to work
closely with the content owner (program managers, headquarters
directorates, district staffs, and area staffs) to draft the CAP. CG-092 is
responsible for validating the external audiences, aligning key themes,
and deciding the tactical aspect of the plan.

F.2.a. Topic Commandant (CG-0921) Coast Guard Congressional Affairs develops and
determination executes all congressional engagement elements of a communication
action plan. CG-0921 determines which topics to brief, and to which
particular congressional staffs or members.

F.2.b. Tactical Commandant (CG-09222) Coast Guard Media Relations branch is


plans responsible for developing tactical plans for dealing with the news media,
and for designating appropriate spokespersons.

F.2.c. Commandant (CG-09223) Coast Guard Community Relations branch is


Communications responsible for detailing communication efforts to engage civic groups and
support organizations (e.g., Navy League).

F.2.d. Audience It is essential to identify all the audiences that might be impacted by an
identification issue (i.e., news media, communities, internal groups, governmental
entities, and industry representatives as well as those who are responsible
for implementing the plan once approved). Appropriate program staff
representatives must be involved in the communication planning process
from planning through execution.

F.3. Questions Ask the following questions when developing a well-thought-out


communication action plan:

 Who is the audience? Who needs this information on this issue?


 Why does the Coast Guard need to reach out to this targeted audience?
 What are the key messages that need to be conveyed?
 Where/how will the Coast Guard reach the targeted audience?
 What is the best medium/forum to reach the target audiences (Internet,
broadcast radio, television, town hall meeting, print, etc.)?

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 When does the Coast Guard communicate to this audience? Timing


and timeliness are both critical to success. In some instances, there is a
sequencing factor (e.g. do administration entities need to be informed
before congressional members are briefed or before a press release?).

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Chapter 3:
Governmental Affairs

Introduction This chapter discusses USCG Governmental Affairs practices and


procedures.

In This Chapter This chapter contains the following sections:

Section Title Page


A Engagement Overview 3-2
B Communication 3-22
C Special Programs 3-30
D Reporting 3-49
E Travel Procedures 3-60
F Additional Resources 3-69

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Section A: Engagement Overview

A.1. Engagement Strengthening Engagement Capacity – A Whole of Service Approach


Overview
To succeed in our external engagement, we must balance and integrate all
components of the Coast Guard. Engaging the Coast Guard is not done
solely at the headquarters level. We must invest time and energy across
the Coast Guard, from major field Commands, to the districts and areas,
and throughout Coast Guard Headquarters. We must integrate our
approach to governmental affairs to our broader service strategic approach
as voiced in the Commandant’s Posture Statement and Budget in Brief.

A.1.a. External CG-0921 produces this document annually in collaboration with


Engagement headquarters and field components. It identifies service priorities and
Strategy objectives (as determined by the Commandant), and the associated
governmental affairs messaging objectives for headquarters and field
commands. Field commands should use this document to develop their
own annual engagement strategy — identifying stakeholders
(Congressional, state, local, and tribal), major events, and messaging
relevant to their area of operations.

A.1.b. While the external engagement strategy designates annual messaging


Communication objectives for external affairs, the Communication Framework provides
Framework guidance on how to frame external discussions. The Communication
framework helps Coast Guard members create a shared understanding and
engage with external audiences in a way that resonates with the intended
audience, and links to the higher level strategic goals of the Coast Guard.
The end objective is for all external messaging to leave the audience with
an enduring impression of the value of the Coast Guard.

Each strategic theme and supporting messaging is organized for broad


usage across topics, missions and organizational levels of the Coast Guard.
The intent is to provide messaging themes that can be consistently applied
across relevant initiatives, missions, and issues to ensure a disciplined and
consistent communication effort that resonates with key publics.

A.1.c. At the beginning of each new Congress, CG-0921 produces and distributes
Congressional a Congressional Engagement Strategy that describes the distinct
Engagement characteristics of the new Congress, highlights key issues that the new
Strategy Congress will likely address, and lays out Coast Guard themes that the
Service will work to advance. All Governmental Affairs Officers (GAOs)
should refer to this document when planning Congressional engagements.

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A.1.d. Recess CG-0921 provides recess guidance in memorandum format to field GAOs
Guidance before a Congressional recess. Recess guidance offers information and
messaging to assist with field engagements with Congressional members
and their staffs during a recess. The recess guidance provides summaries
of: significant issues, context for the recess, expected congressional
interests, engagement constraints, and additional references/resources.

A.1.e. Timing and sequence of engagements are important for a myriad of


Synchronizing reasons, including synergy with other engagements, receptivity of the
Engagement principals, momentum, expectations, and history (as a bias). Sending some
Across the messages immediately following an incident is optimum; delay of other
Service messages is preferable. Further, beginning a major engagement can draw
significant attention and obscure other more important messages elsewhere
in the service.

To synchronize engagements, CG‐0921 shares tactical senior leadership


engagement plans with area GAOs, in addition to releasing CODEL,
STAFDEL, and recess guidance. Conversely, area and district GAOs
should share intended tactical engagement plans with CG‐0921 to allow
policy, program, and budget message consistency. Generally speaking,
awareness and relationship‐building engagements are conducted across the
enterprise on all aspects of Coast Guard business, but consistent with legal
authority and jurisdiction, resolving concerns and consulting engagements
typically occur only on certain policy, program, and budget concerns. To
avoid undue oversight activity, areas, districts and major commands
(MACOMs) should not engage in consultation with Congress except in
rare circumstances, and with headquarters guidance.

A.1.f. Levels of As a pre‐condition for shared understanding of the USCG’s role, mission,
Engagement requirements, and priorities, governmental officials and their key staff must
be aware of the service. Unless driven into deeper daily engagements by
maritime issues, officials might not be aware of the USCG as an armed
military service with unique law enforcement, regulatory, and
humanitarian roles. Our goal is for government officials to be aware, at a
minimum, that:

 The Coast Guard is an agile, versatile, military force of maritime


professionals whose broad legal authorities, capabilities, 24/7 presence
locally and nationally, and expansive partnerships provide DHS and the
Nation leverage to influence vital U.S. interests around the globe,
 We maintain a 24 X 7 presence in inland waters, ports, coastal, and far
offshore areas of operations. We are a federal law enforcement,
regulatory, humanitarian, military and first response agency,
 We are local, national and international, and

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 These attributes make the USCG a unique instrument of national


security.
 We protect those on the sea: leading the response to disasters and
threats, ensuring a safe and secure maritime transportation system,
preventing incidents and rescuing those in distress.
 We protect the nation from threats delivered by sea: enforcing
laws and treaties and securing national sovereignty and enforcing
laws and treaties, securing national sovereignty and protecting our
rivers, ports, coasts and sovereign waters from illegal activity.
 We protect the sea: regulating hazardous cargo transportation,
holding responsible parties accountable for violations and cleanup,
and protecting marine ecosystems and living marine resources.
Our long-term goal is for governmental officials to perceive the Coast
Guard as a “best buy” with taxpayer dollars. Speaking only to what we
know and control, we must strive for name, role, core competency, and
value recognition. Examples of “awareness engagements” include
sponsorships, honor guard and honor platoon performances, brochures,
reports, and introductory meetings or letters.

Awareness is best accomplished in the field, where Coast Guard men and
women display their professionalism and unselfish service to our Nation.
Districts and areas are encouraged to engage Congress and their staffs
throughout the year. The Congressional and Governmental Affairs Staffs
provide assistance and key templates to assist in this engagement effort.

A.1.f.(1). As a core mission, we must invest our time and energy in building
Relationship pre‐need relationships – relationships that cannot be forged when emergent
Building service needs dominate a discussion. For a shared understanding of the
maritime situation, government officials and the USCG must have a
broader context of history and complexity of entangled issues. Our goal is
to research and assess governmental officials’ interest and concerns, and
invest time in building a rapport and understanding. Our goal is to maintain
pre‐need relationships with today’s stakeholders, and to continuously
identify and invest in pre‐need relationships with tomorrow’s leadership.

Examples of relationship‐building engagements include background


briefings, research and discussion on issues and concerns, inviting
Congressional members to join the Coast Guard Caucus, information
sharing, tours – including some site visits, invitations to “VIP” events and
other social engagements, and relaying insights gleaned during these
events back to the service. Build relationships both in the field and in
Washington, D.C. as a coordinated effort.

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A.1.f.(2). For those members of Congress, personal staff, and committee staff
Communication making authorization and appropriation decisions affecting the Coast
Guard, we must communicate information early in their decision‐making
process, in ways that are meaningful and accessible, and continue this
communication throughout the life of the issue. Our goal is to
communicate a consistent, simple message tailored to various
Congressional decision‐making audiences, but delivered across a spectrum
of strategic communications events. Examples of communications
engagement include: technical and program briefings; speeches and
dialogues with significant national and regional service support groups,
detailed analytical reports for the Administration and Congress, responses
to Congressional Inquiries/Questions, staff and Congressional Delegation
visits; informal background discussions on issues, and formal statements of
Coast Guard and administration position, including testimony.

Because hearings and professional/committee staff are located in


Washington D.C, communication engagements are more frequently in
Washington, D.C., than in the field. While field commands should answer
questions and provide information within their span of control, this is
frequently part of a larger effort coordinated through CG‐0921 and CG‐82,
with extensive effort from DCO and DCMS.

A.1.f.(3). Maintaining strong relationships and communicating – both ways –


Resolving requires credibility and trust. Accordingly, we must conduct good faith,
Concerns and accessible, and responsive redress of concerns. We must report back on
Reporting Back environmental, social, and mission performance, both for concerns
legislators raise and on their general priorities. These engagements include
reports required in law, recurring formal performance reporting,
acquisition notifications, and protracted engagement with officials to
examine possible solutions to identified problems.

These engagements are accomplished primarily in Washington, D.C., and


focused through the CG‐0921 and CG‐82 staff elements with extensive
effort from CG‐094, CG‐095, DCO, and DCMS.

A.1.f.(4). Perhaps the most delicate and demanding engagements occur between the
Consulting and Coast Guard’s senior leadership, the Administration leadership, and our
Cooperating core Congressional oversight committees on controversial, emergent, and
through Oversight complex National issues. For these issues, where shared understanding is
critical, we must enter into good faith consultation to identify and address
Congressional interests. We will cooperate with the oversight process as a
form of consultation beneficial to the Service and the Nation. Examples of
consultation engagement include formal oversight hearings,
oversight‐required reports including performance plans and performance
reports, and dialogue with members and staff, and similar engagement.

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Accomplish consulting and cooperating through oversight at the most


senior levels of our service and focused almost exclusively on policy,
programs, and budget.

A.1.g. Rules of When engaging governmental officials, the following rules of engagement
Engagement with apply:
Governmental
Officials

A.1.g.(1). Policy, Headquarters elements only engage on budget, authority, operations policy,
Authority, and and mission support policy. Headquarters elements can request area and
Budget district Commander engagement on these areas for discussions outside the
Engagements Washington D.C. area; in these cases CG‐0921 and CG‐82 coordinate
providing existing talking points to support.

A.1.g.(2). Area, district, and MACOM commanders (through their chains of


Operations, command) lead engagements on specific operations, personnel, and assets
People, and Asset within a geographic region under their direct control. CG-0921 coordinates
Engagements when these engagements occur in the Washington D.C. area. If an incident,
operation, or asset engagement has national policy, program, or budget
implications, field commanders should engage Coast Guard Headquarters
to make a consensus decision on the appropriate engagement level.

A.1.g.(3). Area Atlantic and Pacific area commanders engage with USCG oversight
Engagements committee and sub‐committee chairmen, and ranking members outside the
Washington D.C. area. They also maintain strong relationships with the
governors of each state and tribal leadership within their AOR. This lead
responsibility is exercised with due regard for the policy, program, and
budget engagement rules stated above. Area Commanders engage members
of the foreign affairs committee regarding operations and developments
within the span of the area’s responsibility. For foreign affairs issues
touching on national strategy and policy, coordinate engagements with
Headquarters program managers and the Commandant.

A.1.h. District District Commanders have primary responsibility for engaging


Engagements Congressional members and their district staff, state and local elected
officials, and tribal leadership, within their AOR. Engagements should
focus on daily operational successes and on the challenges and trade‐offs
associated with existing capabilities.

Speaking to the operations and assets inherent to the district, district


Commanders should engage in locale‐appropriate ways to build awareness,
relationships, and communication.

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A.1.i. Major Major commands’ engagement varies according to specific AOR and
Command district demands. Where a mission, activity, or assets can be used to
Engagements support the district Commander’s external engagement priorities, major
commands should view this as a primary responsibility, albeit not to
disrupt high‐priority operations. Governmental engagements, however,
should not be viewed as “collateral” to the Coast Guard mission.

A.1.j. Statement Field commanders should not comment on legislation or make requests for
of Coast Guard or increased local resources or assets unless previously cleared through Coast
Administrative Guard Headquarters (CG‐82 and CG‐0921) via the chain of command.
Position

A.1.k. Opinion Do not offer or provide opinions on subjects outside your specific span of
and Speculation control, do not speculate on hypothetical situations or rumors, and do not
discuss Coast Guard or Administrative pre‐decisional positions or options.

A.2. Meetings Requests for Congressional briefings or meetings on the Hill generally
and Briefings come to the USCG via the House or Senate Liaison Office, or the
with Congress Legislative Counsel. Route requests for state, local, or tribal meetings with
USCG headquarters through the Governmental Affairs Program Manager.
Request Congressional, state, local, or tribal meetings in the field through
the GAO.

Generally, officials request a briefing on a particular topic of interest, such


as a pending acquisition, pending legislation, a constituent concern, or a
USCG-related matter in their home district (e.g., LNG terminals, SAR
case, law enforcement action, oil spill, etc.).

As a general rule, CG-0921 always provides an escort to accompany


USCG briefers on the Hill or for any Congressional, state, local, or tribal
visits to CGHQ or other CG locations in the area (such as ICC). GAOs in
the field should make arrangements for an appropriate escort if they cannot
attend themselves.

Keep meeting and briefing parties to the smallest size able to effectively
carry out the engagement. Extra personnel, not directly involved in the
meeting or briefing, are not authorized.

A.2.a. Arranging The CG-0921 member receiving a program brief request forwards the
Briefers information to CGHQ, via CG-82, to identify a briefer. The request states:

 Topic:
 Audience:
 Background:

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 Requested Date:
 Location:

A.2.b. Briefing & For Senior Leadership engagements (CG-00, CG-09, CG-01), CG-0921
Meeting prepares talking points for the meeting. The appropriate Liaison Officer or
Preparation Governmental Affairs Program Manager prepares taking points, then
routes them to CG-0921 for clearance and forwarding to CG-0921. CG-
0921 also develops a timeline with due dates for the talking points based
upon the engagement’s proximity. CG-0921 forwards the talking points to
CG-82 for review and input. CG-82 routes the final draft of talking points
to the front office and Senior Leadership for review before the meeting.

CG-0921 staff do not possess the depth to craft talking points for field
commanders, but are available to provide guidance. Talking points should
remain at the local or regional level in focus, as outlined in the Objectives
and Constraints section of this guidance.

For other briefings/engagements, a pre-brief meeting is normally held at


HQ, between CG-0921 staff, CG-82 staff, and the designated briefer. This
pre-brief is an opportunity to ensure that the briefer has the right focus (as
conveyed to CG staff), and is aware of the underlying interests/agenda. It
gives the briefer an opportunity to rehearse their presentation before giving
it to the requesting official, and to practice responding to anticipated
questions/concerns.

A.2.c. Briefing Before the meeting, the CG-0921/GAO escort ensures all participants
Summaries know that CG-0921/GAO will deliver the summary, and they must not put
sensitive observations/discussions in writing. After the meeting, the CG-
0921 escort drafts a short summary and sends it to main CG-0921 (CO,
deputy, and secretary), CG-82, and to appropriate program reps.

These summaries should include a list of all meeting participants, topics


covered, promises made, and due-outs.

The GAO should create a contact report that formally documents field
engagements.

For Hill engagements by senior leadership (CG-00, 01, 09), the Liaison
should send the summary only to the Chief and deputy, including a brief
listing of topics discussed, deliverables, and commitments made. The
Chief then reviews, adds comments, and forwards to senior leadership and
CG-82.

Generally, the CG-0921 escort generates these summaries the same day as
the meeting (especially when there are deliverables needed in a timely
manner), and enters the summaries into the knowledge management

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system with all other pertinent briefing data, including briefers and
attendees, to keep an accurate record of the meeting.

A.2.d. Submit deliverables separately to CG-823, following usual Q index


Deliverables procedures.

A.2.e. Tracking of The Liaisons are responsible for tracking all deliverables until they have
deliverables & been resolved. The Chief maintains a listing of all deliverables from the
Briefing senior leadership engagement (which they share with the liaisons).
Summaries

A.2.f. Field Generally, “inside the Beltwayˮ engagements belong to USCG HQ


Commanders on leadership, except that district, area, and major unit commanders conduct
Capitol Hill their engagements “in the field.ˮ

That said, CG-0921 is always happy to set up a select number of member


visits for flag level field commanders as the opportunities arise, on a not-
to-interfere basis with other priorities.

Any time a Congressional office asks a field commander to come to D.C.


for a meeting, that commander or the applicable GAO should immediately
notify the House or Senate Liaison, as appropriate.

A.3. There are a variety of committees that hold Coast Guard-related hearings.
Congressional Hearing witnesses must be thoroughly prepared for these hearings. The
Hearing process below explains how CG-0921 prepares witnesses for hearings.
Procedures While CG-823, the External Coordination division, coordinates the overall
hearing preparation process, the Civilian Legislative Analyst oversees this
process within CG-0921.

A.3.a. Hearing The House or Senate liaisons are normally notified first of a committee’s
Alignment intent to invite a USCG witness to testify at a hearing. Notification is
Meeting normally through an invitation letter addressed to the CMDT, however,
notifications about the hearing are typically “informal,” and well before
receiving the letter.

Once notified of an impending hearing, the liaisons notify CG-0921, the


Civilian Legislative Analyst, and CG-823, which then schedules a Hearing
Alignment Meeting with the subject matter experts and the appropriate
CG-0921. During this meeting, participants discuss the best way to
prepare the witness for the hearing, identify deliverables, and brainstorm
about possible questions the witness might be asked.

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A.3.b. Scoping Liaisons work with the relevant committee staff to schedule a scoping
Meeting meeting one to two weeks before the hearing. The scoping meeting
includes key Congressional committee staff, CG-0921 personnel, and CG-
82 personnel. This meeting reviews the hearing’s objectives and logistics
(i.e., location, time, and transportation), which members are planning to
attend, and what questions might be asked.

A.3.c. Briefing CG-823 prepares a briefing binder for the hearing witness. The Civilian
Binder Legislative Analyst provides the following items to CG-823 for inclusion
in the briefing binder:

 Bios of the Committee Chairman and Ranking Member.


 A seating chart of the Committee.
 A copy of the invitation letter.
 Biographies of non-CG witnesses.

A.3.d. Hearing Three to five days before the hearing, CG-0921 prepares for the briefing
Theme Paper binder a hearing theme paper, which is typically a three to six page memo
discussing the hearing context, committee dynamics, related DHS and
Administration positions, order of panels and witnesses, CG objectives,
strategy and themes, and expected topics of interest. The Theme Paper
will be used to lead the Hearing Prep Meeting, discussed below.

A.3.e. Committee One to three days before the hearing, the Liaisons calls the personal staff of
Member Synopsis all members on the applicable committee to ask which members will attend
and what questions they might ask. While not every staffer will provide
this information, it is very valuable process as it yields further information
about the hearing’s content and helps prepare the witness.

A.3.f. Testimony CG-82 work with SMEs to develop written testimony for the hearing
witness and clear it through DHS and Office of Management and Budget
(OMB). The written testimony is due to DHS 10 days before the hearing
and, if there is time, CG-0921 reviews this testimony before submitting it
to DHS. The written testimony is submitted to the applicable committee
staff 48 hours before the hearing.

The SMEs and witness also prepare oral testimony of three to five minutes
in length to present at the hearing. The oral testimony does not require
DHS or OMB clearance.

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A.3.g. If requested, the USCG can provide informative Q’s (questions the USCG
Informative Q's would like the Congressional members to ask witnesses during the
hearing). The Civilian Legislative Analyst coordinates informative Q’s
with CG-82 and the appropriate Liaison, who then delivers these Q’s to
applicable staff members.

A.3.h. Hearing CG-823 schedules a hearing prep meeting two to five days before the
Prep Meeting hearing to fully prepare the witness. During the meeting, CG-0921, CG-
82, and SMEs review the Hearing Theme Paper, hearing procedures, and
discuss possible Q’s. This meeting gives the witness an opportunity to ask
questions about the Congressional members and their positions.

A.3.i. Witness For inexperienced witnesses, CG-0921 and CG-823 arranges witness
Training and training. Attending the training are the witness, a few programmatic staff,
Mock Hearing the CG-0921 Deputy, Counsel and Civilian Legislative Analyst. During
this brief session, CG-0921 provides an overview of what to expect the day
of the hearing, and how to handle questions.

Time permitting, CG-0921 and CG-823 also holds a mock hearing (also
known as a “murder board”) after the hearing prep meeting. As with the
witness training, only a few participants attend the mock hearing to give
the witness a chance to practice answering various questions in front of an
audience. Normally, only a few of the most senior members of CG-0921
attend a mock hearing.

A.3.j. Summary The summary of subject matter (also informally known as the committee
of Subject Matter memo), is a briefing document prepared by committee staff and given to
Congressional members before a hearing. This document is often the only
information the member has on the subject. Acquiring an advance copy of
this document from staff is very helpful in preparing for a hearing.

A.3.k. Hearing On hearing day, CG-0921 transports the witness and backbenchers to the
Day Hill. On the Hill, liaisons escort them to the hearing room and introduce
them to the committee chairman and ranking member. CG-0921 staff take
notes during the hearing on the topics discussed and questions asked.

A.3.l. Questions During the hearing, questions that the witness cannot answer are taken as
for the Record questions for the record (QFR). CG-0921 reports QFRs to CG-823 for
(QFR) response, following the same procedures as other congressional inquiries.

A.3.m. Hearing Immediately after the hearing, the Civilian Legislative Analyst prepares a
Summary summary for review/release by CG-0921.

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A.3.n. Insert and Approximately two weeks after the hearing, the committee gives a hearing
Hearing transcript to the Civilian Legislative Analyst. The Civilian Legislative
Transcript Analyst then provides the transcript to CG-823 which reviews the
transcript for inserts for the record (IFRs) and technical corrections. CG-
823 tasks any IFRs for response, following the same procedures as other
congressional inquiries.

A.4. Congressional and Staff Delegations (CODELS and STAFFDELS) are one
Congressional of the most effective methods of educating Congressional members and
and Staff staff on USCG operations, authorities, and limitations. CODELS and
Delegations STAFFDELS are also an extremely important tool in building relationships
with staff and members.

A CODEL involves a Congressional representative or Senator traveling on


a USCG-funded trip to Coast Guard units to observe operations and assets
firsthand. STAFFDELS are similar trips organized for Congressional
personal or committee staff. CODELS and STAFFDELS can be initiated
by Congressional offices, DHS, and/or USCG. Execution and careful trip
planning are necessary to a successful trip.

The seven DHS operational components each have strong regional and
field command presences. Each of these will likely engage the same
Appropriations, Senate Homeland Security and Governmental Affairs, and
House Committee on Homeland Security members that field GAOs might
contact. Noting this significant overlap, field GAOs should contact and
de-conflict their engagements with other DHS components to present a
“one DHS” approach. Such approach should not come, however, at the
expense of achieving our engagement objectives.

Refer to the following checklists when planning and executing a CODEL


or STAFFDEL.

A.4.a. Before  Identify the necessity and objectives for a CODEL or STAFFDEL.
CODEL/
STAFFDEL  Who initiated the trip?

 What is the purpose?

 What are the requirements (i.e. site visits, time constraints, etc)?
 Notify the CG-0921 front office early to ensure funding is available.
 Identify the delegates’ priorities for the visit. Distinguish between
“must do’s” and “nice to do’s”.
 Determine feasibility of notional activities and identify alternative
options with host area, district, and units.

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 Formally notify area, district and unit GAOs of notional trip.


 Share draft itinerary early with units and travel party reducing
uncertainty on both ends. Draft itinerary is a fluid and unpredictable
aspect of the trip with frequent changes from the travel party, district,
and CG-0921 leadership.
 CG-0921 provides TONOs. Consider booking hotels, airlines, and
rental cars directly to TONO. This helps with logistics and travel
claims after trip.
 If trip is senior staff or members– request use of CG-01 or CG-02.
 Reference “Congressional Flight Request” TTP.
 If trip includes a familiarization flight in USCG aircraft – work with
CG-0921 front office to submit waiver for flight per 3710.

A.4.b. Following  Send thank you messages to units that supported trip.
the Trip
 File travel claims for Members/Staff.
 Complete a brief summary for the CG-0921 record.

A.4.c. Potential  Identifying what staff wants to see/do changes dramatically as a variety
Problems of staff members are added or removed from the travel party.
 If trip involves multiple agencies, bring the appropriate point of contact
into the planning process early in the trip planning, take the lead in
planning the trip, communicate the Coast Guard’s desire to lead, and
make sure you are sensitive to the desire of all agencies to have face
time with members and staff to discuss their agency’s concerns and
issues.
 Paralysis by Analysis – you can over plan a trip sometimes getting an
80 percent solution out early if better than a 90 percent solution the day
before the trip.
 Attempt to get flight requests routed as early as possible as you will
want to stay on top of this challenge.
 If you are visiting a unit that requires security clearances, you must
work with the Senate Security Office to transmit the staff ʼs clearances
to each individual unit. Call each unit ahead of time to ascertain their
standard operating procedures regarding clearances (do they accept and
PDF or FAX only) and hand carry a copy in case issues arise.

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A.4.d. Sample
STAFFDEL
ITINERARY

Figure 3-1 Sample STAFFDEL Itinerary Page 1, “FOUO is for illustrative purposes onlyˮ

Figure 3-2 Sample STAFFDEL Itinerary Page 2, “FOUO is for illustrative purposes onlyˮ

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Figure 3-3 Sample STAFFDEL Itinerary Page 3, “FOUO is for illustrative purposes onlyˮ

Figure 3-4 Sample STAFFDEL Itinerary Page 4, “FOUO is for illustrative purposes onlyˮ

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A.5. USCG Mission days expose non-Coast Guard personnel to the service by
Mission Days educating them on our missions in an active, hands-on format.

Mission days should engage participants and encourage questions and


dialogue. While an open house allows for people to see Coast Guard
assets, a mission day allows them to experience Coast Guard missions.
Mission days should focus on how the USCG conducts missions, as well as
the authorities and limitations involved. Missions days should include a
mix of discussion and audience-participation. The activities should put the
participant in the role of a field Coast Guard boarding officer, coxswain,
security team member, member of the watch, inspector, or investigator.
Getting underway in a small boat or cutter, or conducting familiarization
flights are hallmarks of mission days. Display marine safety equipment,
and allow visitors to touch and handle equipment within safety protocols.
Formal presentations are discouraged. Instead, itineraries should
incorporate a “show and tell” framework.

CG-0921 organizes an annual mission day for D.C. staff members. GAOs
are encouraged to conduct annual “district mission days” to focus on local
operations and challenges. District mission days should target state, local
and tribal staff as well as local congressional staff. Depending on the
objectives and constraints, mission days can be open to the general public.

A.5.a. Planning Planning Checklist


Checklist
 Identify event objectives and key messages.
 Based on the objectives and key messages, create an invitation list
considering the following groups:

 Local and state officials.

 Tribal Leaders.

 Organizational heads of state and local operational counterparts


(emergency response agencies, port authorities, etc.)

 Local Congressional staff .

 General public

o Note that foreign nationals may require additional security


clearance.
 Select a date, keeping in mind the schedules of the district, units, and
guest list.

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 If you are unsure of availability, informally inquire with key


principals.

 Develop an itinerary based on objectives, key messages,


participants, budget, and available assets.

 Prepare back-up alternatives in case operational needs result in


short-notice cancellations.

 Manage the itinerary pace to keep participants active, but not to


exhaust them during the day. Build in comfort breaks.

 Consider weather forecasts for outdoor activities (i.e., stage bottled


water during hot summer days).

 Ensure personal protection equipment is available when required.

 Recruit project support (e.g., escorts, guides, speakers, etc.).

 Clarify and address security requirements and obtain approvals for


activities requiring documented justification.

 Determine funding (sponsored or no host) and arrangements for


meals (i.e. boxed lunches, unit mess, catered).

 Identify transportation and funding if transportation is to be


contracted.

 Send out invitations to participants and manage RSVPs. Include


draft itinerary if possible.

 Before the event, send out a welcome letter to confirmed


participants. Information to include:

o Muster points and times – include maps when possible.

o Dress code – be explicit about activities, safety protocols, and


weather that may impact dress decisions.

o Example: Safety protocols require everyone to wear flat, closed


toe shoes. Women may want to consider wearing slacks as they
will be climbing up and down ship ladders. You will be outside
during the majority of the day, so please prepare for weather
conditions (sunglasses, hats, sunscreen, raincoat, windbreaker,
etc.)

o Meals – Note whether meals are sponsored or no host. Request


notification of food allergies and dietary restrictions.

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o Clearance information – if clearance information is needed to


attain access to certain operational areas during the day, ensure
that you clearly explain which personal information is needed in
advance and note the deadline for submission.
 Prepare a welcome package for participants.

 Copy of the itinerary.

 Brochures, fact sheets, and other informative handouts.

 Recruiting items.

o Command should be mindful of financial stewardship and


optics.

A.5.b. Mission
Day Draft Time Event
Itinerary 0700 Attendees begin arriving at Peace Circle; loading buses
0715 Depart Pease circle en route to AIRSTA Washington
0730-0740 Arrive AIRSTA Washington, group photo in front of C-
130
0800 C-130 departs for Yorktown, VA
0900 Arrive Newport News / Williamsburg VA Airport. Divide
into assigned groups (will depart in shuttle buses)
0930 Arrive Training Center, Yorktown
1000-1120 Commence morning session
1120-1130 Shuttle transit to lunch at Port of York
1130-1230 Lunch / comfort break
1230-1245 Transit to next session
1245-1400 Afternoon sessions
1650-1700 Sessions complete – transit to Port of York
1700 Arrive at Port of York for comfort stop
Reception
1800 Depart Training Center Yorktown
1820 Arrive Newport News / Williamsburg Airport. Depart via
USCG C-130 en-route to Washington, DC.
1900 Arrive AIRSTA Washington
1920-1930 Arrive Garfield Circle.

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A.5.c. Sample “You are cordially invited to attend the Coast Guard Missions Day on Day,
Missions Day Month Date, Year, in City, State at the U.S. Coast Guard Unit.
Invitation
Station/Sector/Unit will host an action-packed, all-day event to give invited
guests an insider’s view into the missions and daily routine of your local
Coast Guard units. On this day you will get underway on a 175 foot buoy
tender, and see buoy operations first-hand; you will tour our helicopters;
you will board a 41 foot utility boat and view a demonstration of a hoist to
a helicopter simulating an evacuation of injured persons; and you will
undergo different parts of the rigorous training that Coast Guard members
must complete to carry out their respective missions. Experienced Coast
Guard personnel will lead you in small groups through each activity and
answer your questions about the Coast Guard one-on-one.

Further information on locations and time will be forwarded to you based


on RSVPs.

Please contact LTJG Friendly Coastie at XXX-XXX-XXXX or e-mail


address to make reservations and ask any questions you may have about
Coast Guard Missions Day. Hope to see you there!

v/r – Commanding Officer”

A.5.d. Sample “On behalf of the men and women of the U.S. Coast Guard, thank you for
Mission Day attending Coast Guard Missions Day. Today’s agenda will introduce you
Welcome Letter to Coast Guard operations, missions, and its dedicated men and women.

Today’s activities will show you firsthand how the Coast Guard operates
every day to conduct search and rescue, law enforcement, marine safety
and security, pollution response, national security missions, and more in
this [city, state, area]. Please take the opportunity to ask Coast Guard
personnel questions. They’re excited to show you the important missions
of the U.S. Coast Guard!

Again, thank you for joining us on this important day. Myself and the
crew (s) of Coast Guard Unit XXXX look forward to working with you in
the future.

Sincerely, I. M. Coastie
LT/LCDR/CDR/CAPT/RADM, U. S. Coast Guard
Commanding Officer, Unit XXXXXX”

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A.6. Ethics Serving in CG-0921 puts members in positions of authority in which they
are often exposed to possible ethics conflicts. As stewards of the public
trust, all members of CG-0921 must ensure they follow proper procedures
found in reference (b). This helps ensure members do not compromise
themselves or the Coast Guard.

A.6.a. Ethics Refer questions concerning possible ethical dilemmas, including concerns
Questions about prohibited gifts, lobbyists, awarding contracts, etc. to the Office of
General Law, CG-0944 for guidance.

A.6.b. Once detailed for more than 30 days, a fellow is no longer subject to
Congressional USCG ethics rules. Instead, the fellow is subject to the ethics rules of the
Fellow Ethics legislative body to which he or she is assigned.

A.6.c. Anti- GAOs should refer to ALCOAST 017/12 for guidance regarding political
Lobbying/Hatch activities. This ALCOAST is updated on a regular basis and provides the
Act/Elections latest regulations and references pertaining to federal employees and
military members engaging political officials.

A.7. Official participation or testimony before a non-federal executive or


Participation in legislative body by a USCG employee raises the potential for significant
Non-Federal risks to USCG policy initiatives and legislative or regulatory objectives.
Proceedings However, in some circumstances, an official appearance before such a
proceeding might facilitate mutual policy objectives, advance the interests
of the USCG or DHS, or reduce the potential for subsequent litigation.

Coast Guard employees must comply with established clearance


procedures prior to committing to an appearance.

A.7.a. CGHQ  After receiving a request for participation and testimony, The Judge
Procedures Advocate General (TJAG, CG-094) consults with CG-092 and
appropriate assistant commandants and, based on the proceeding
subject matter and with CG-092 concurrence, approves or disapproves
the request to participate.
 Upon receipt of draft testimony, TJAG consults with CG-092, CG-8
and other appropriate assistant commandants regarding recommended
testimony and, with CG-092 concurrence, approves or disapproves the
testimony.
 CG-0921 assists in preparing a recommendation for approval or
disapproval to participate and give testimony.
 If needed, CG-823 coordinates with CG-0921 to prepare the witness.

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A.8. Incident Coast Guard contingency response actions are adapted to a standardized
Management response management system, called the Incident Command System (ICS).
DHS security manages the ICS, which is used nationwide. It provides a
uniform but flexible structure for incident management.

During an incident, GAOs might need to assume the role of Liaison


Officer in this command structure. The liaison officer is a member of the
Command staff and is responsible for facilitating the integration of local
and state wide agency resources into the incident organization. GAOs
should attempt to attain Liaison Officer certification through the Coast
Guard ICS-402 Advanced Liaison Officer Training. The training
concentrates on the duties and responsibilities as they pertain to planning,
staff supervision, and coordination of the Liaison Officer duties which
include information gathering, multiagency coordination, meetings and
briefings, supply, and demobilization.

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Section B: Communication

B.1. The Coast Guard receives approximately 1500 pieces of correspondence


Congressional from members of Congress each year; generally, these are referred to as
Correspondence “Congressionals.ˮ Most often, the inquiries seek information on the Coast
Guard’s response to issues brought to the attention of the Congressman or
Senator from one of their constituents. The issues can cover a wide array
of topics including, but surely not limited to: disputes over contract
awards, personnel issues, perceived mistreatment of a Coast Guard
member (military or civilian), and more. Other times, correspondence
might relate to pending legislation, or other oversight committee business.

Figure 3-5 Congressional Correspondence flowchart

B.1.a. Process The Commandant’s administrative staff owns and controls the process of
responding to congressional inquiries. The flow chart above describes the
process for the standard congressional that comes into the Office of
Congressional Affairs. If inquiries are received by other offices or units,
route a copy of the inquiry to the House or Senate Liaison to keep the
Liaisons aware of the inquiry. In addition, send a copy of the inquiry
response to CG-0921 for entry into the executive correspondence tracker
(ECT) system.

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B.1.b. References CG-0921 prepared a congressional correspondence guide available on CG


Portal, under the “Congressional Inquiry Toolsˮ button. The
Correspondence Handbook provides an excellent overview of the
procedures for handling congressionals received at USCG Headquarters,
including template response letters.

B.1.c. Review of On a case-by-case basis, CG-0921 staff “chop” Congressional responses


Congressional drafted for CG-00 signature.
Responses
Otherwise, the officer responsible for signing the response performs a final
quality review to ensure the letter appropriately responds to the concerns or
questions raised in the member’s request. Make corrections via the most
expeditious means possible.

B.1.d. Executive Route any congressional inquiry requesting documents created in the
Privilege White House or information concerning deliberations within or
communication to and from White House officials to the Legislative
Counsel. The Legislative Counsel notifies the Chief of Congressional
Affairs and the Office of the Counsel to the President. The Legislative
Counsel and the Office of the Counsel to the President work with the
appropriate Congressional representative to find a mutually satisfactory
accommodation.

B.1.e. Attorney- Any congressional inquires relating to on-going or current investigations


Client Privilege are vetted through a USCG Legal office to ensure they do not violate an
Attorney-Client Privilege.

B.1.f. Signing CG-00’s admin staff IDs the appropriate signer during the intake process.
Congressionals
 Letters addressed directly to the Commandant are typically signed by
CG-00, rather than by the House or Senate Liaison Officers,
particularly if they are from one of our oversight chairmen.
 The Legislative Counsel signs correspondence prepared by National
Pollution Fund Center. In his or her absence, correspondence is
submitted to the Deputy for signature.
 The USCG Personnel Command and the USCG Recruiting Command
have limited signature authority for Congressionals regarding routine
personnel matters of constituents.
 The Deputy signs Congressional notification letters sent as part of the
Operating Facility Change Order (OFCO) process. In his or her
absence, these are signed by the House and Senate Liaison Officers.

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 Congressionals received by areas, districts, USCGA, and commanding


officers of HQ units are handled at that level, unless those staffs believe
that the inquiry should be answered by HQ. If the Congressional is
addressed directly to the COMDT, or if it pertains to a national issue
such as budget suggestions, agency authorization, etc., it is normally
forwarded to CG-0921 for dispensation.
 The House and Senate Liaison (Commanders) sign all other
Congressional correspondence going to their respective members. In
their absence, correspondence goes to the Deputy House or Senate
Liaison for signature.

B.1.g. Filing CG-0921’s secretary and the CG-00 admin staff use the ECT system to
maintain electronic files for each member of Congress. This includes
copies of all Congressional responses, regardless of who signed them.
CGRC, CGPC, and all other units authorized to handle Congressionals
forward copies of inquiries and responses signed at their level to CG-0921
for entry into ECT.

B.2. Questions USCG offices at CGHQ and in the field receive numerous email and verbal
from Congress requests for information from Congressional staff and members. All field
units should inform their district GAOs of all Congressional inquiries.

When the information is easily obtained from available sources, district


GAOs or CG-0921 staff should make the information available directly
(e.g., a request for a CGHQ organizational chart, a mailing address, or a
request for a copy of a report that was previously released, etc.).

If research is required, then submit the question through CG-0921 to CG-


823 for entry into the Q-Index maintained by that division. CG-823
forwards the question to the appropriate directorate for response, and then
forwards the approved/cleared response back to the appropriate CG-0921
staff member for delivery to the requester.

Due to the workload these questions create, CG-0921 members must try to
keep all basic questions out of CGHQ by answering them directly.

B.2.a. Format of When submitting a Q index question via email to CG-823, include the
submittal to HQ following information:

 Requester:
 Committee/Member:
 Genesis:
 Question:
 When Needed:

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B.2.b. Timeframe We recognize that everyone would like to have their question answered as
for response soon as possible but, given the limited resources available to address these
queries, request a reasonable deadline, and manage the Congressional
staff’s expectations accordingly. Route all questions coming from
Appropriations Committee staff or members through DHS for clearance,
which necessarily adds time to the process.

B.2.c. Sensitive If the answer to any Congressional Questions requires Sensitive Security
Security Information (SSI), then follow all procedures in Navigation Vessel
Information (SSI) Inspection Circular (NVIC) 9-02, Change 1. Refer questions about this
policy and reports of possible security incidents concerning SSI material to
the Office of Security Policy and Management, CG-861.

B.2.d. Tracking The House and Senate Liaison and Legislative Counsel each maintain a list
pending questions of pending Q&A’s, which they provide as weekly reminders to CG-823.

B.2.e. Review & Once receiving a cleared answer back from CG-823, give the information a
Delivery of final review to ensure it satisfactorily addresses the questions raised, then
Response repackage as appropriate and either email or hand-deliver to the requester.
Handle follow-on questions generated by this information in the same
manner as the original request.

B.2.f. Accessing CG-823 maintains a database of all past and current Q&A’s, and provides
past and pending access to CG-0921 as needed.
Q’s

B.3.
Congressional
Notifications

B.3.a. OFCOs An operating facility change order (OFCO) is required when implementing
significant changes to operating facilities. Reference (c) provides greater
understanding of the OFCO process in its entirety. It is not a policy
document; policy and management decisions are finalized before preparing
the OFCO.

The process for handling OFCOs and the Congressional Notifications


associated with each OFCO is as follows:

1. Receive concurrent electronic OFCO from the program that


originated the OFCO.
2. Review entire package and become intimately familiar with any
significant issues that might have political implications.
3. Solicit the House and Senate Liaisons for input regarding the OFCO.

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4. Review and edit draft notification letters for content accuracy.


Provide feedback as well as an updated Oversight Committee list to
the action officer responsible for drafting the notification letters. This
list consists of the bare minimum members of congress who receive
notification letters, and is in the OFCO shared folder.
5. Upon receiving the sequential hard copy OFCO package from CG-
833, review entire package for accuracy. The sequential package
should include hard copies of all notification letters. Review each
notification letter and make corrections as needed. Upon completion
of corrections, prepare the letters for signature by the deputy. If the
deputy is unavailable then the House & Senate Liaisons sign their
respective letters.
6. Make copies of signed letters and give them to the Administrative
Assistant for filing. Place the originals back in the original package,
and forward to CG-833 for completion.
7. CG-833 processes and approves the OFCO, CG-833 returns the
notification letters to CG-0921 for delivery to the Hill.

B.3.b. Contract DHS must notify the House and the Senate appropriations committee of
Notifications any contract award value exceeding $1M., no later than 3 days before
contract award. See reference (d) for further explanation of the process.

Procedure for notifying Congress of contracts exceeding $1M:

1. Any unit awarding a contract exceeding $1M completes a copy of


DHS Form 2140. This form specifies what the contract is for, the
contract unit, and contract amount.
2. DHS sends DHS Form 2140 to Office of Legislative Affairs (OLA) at
DHS (DHS-OLA), and sends a copies to CG-0921 and CG-91.
3. DHS-OLA notifies the correct POCs on the appropriations
committees via email. They also inform CG-0921 and the POC on
Form 2140 that the Congressional notifications have been made.
4. After waiting 3 days, CG-0921 notifies the USCG Authorization
Committees and the members of Congress from the districts in which
the company that was awarded the contract is located. Often, these
members want to personally notify the companies of the award.

The original unit coordinates company notification with CG-0921.


This prevents the company from finding out about the award before
the member notifying them.

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B.3.c. American Contracts exceeding $1M awarded using ARRA funds must go through
Recovery and DHS-OLA and OMB before making contract notification. When the
Reinvestment Act USCG decides to award an ARRA funded contract with a value exceeding
(ARRA) $1M, the details are sent to DHS-OLA. DHS-OLA reviews and forwards
Notifications on to OMB for approval. Following OMB approval, USCG continues with
notifications as explained above.

B.3.d. Other The USCG notifies select members following incidents that may warrant
Notifications significant positive or negative media reactions. If possible, make these
notifications before releasing information to the press.

The process for handling congressional notifications is as follows:


1. CG-0921 receives notification of significant event.
2. Ensure CG-092 is notified, coordinate press release with CG-0922 as
required. If possible, make congressional notifications before
distributing the press release publically.
3. Depending on the importance of the event, CG-0921 develops a
schedule of required action items involved in the notification process.
These actions might include:
a. With input from the House and Senate liaisons, prepare a list of
pertinent members to notify and the method of notification.
b. Review and edit draft notification letters for accuracy of content.
c. Schedule any required conference calls or briefings.
d. Distribute letters of notification.

B.4. Reports to CG-823’s external coordination division is the main POC for these reports.
Congress They maintain an Intranet site with the status of reports and old archived
reports. CG-823 can provide access to this website as needed.

CG-0921’s role is to deliver finished products, electronic and hard copy, to


the Hill and check to make sure they are being delivered to the right
Members. The reports coordinator packages the product and delivers it to
House and Senate Liaisons for delivery.

B.5. FOIA The Civilian Legislative Analyst also acts as the FOIA coordinator. FOIA
Requests tasking comes from CG-611 and is routed through CG-092. Requests are
generally for copies of written correspondence to and from the Coast
Guard and Members, especially in an election year.

The FOIA coordinator handles FOIA information requests as follows:

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1. After receiving a request for numerous documents, the FOIA


coordinator can contact the requestor to try to refine the request.
2. The FOIA coordinator coordinates the data pull for responsive
records from all relevant sources including ECT, CG-823, Liaisons
and GAOs.
3. After pulling all requested data, the FOIA coordinator redacts
personally identifiable information (PII) in the responsive documents,
then prepares a package containing the following:
a. A justification memo for Coast Guard response;
b. A letter for CG-092’s signature;
c. Redacted responsive records;
d. Un-redacted responsive records.
4. The FOIA coordinator sends this package to the Legal Office CG-
0944 for review and approval.
5. When CG-0944 approves the package, the FOIA coordinator sends it
to CG-092 for signature.
6. Once CG-092 signs the package, the FOIA coordinator sends it to
CG-611 for final approval.
7. When CG-611 approves the package, the FOIA coordinator sends the
signed letter and redacted response documents to the requestor only.
8. The FOIA coordinator maintains a copy of the signed/dated letter,
redacted records, and un-redacted records in case of appeal. He or
she also tracks all hours for researching and copying documents, and
must respond to the annual FOIA Report Data Call in
September/October.

B.6. Drafting Congressional members and staffers might occasionally ask for USCG
Assistance assistance in drafting legislation. The USCG can prepare drafting
assistance when requested. This drafting assistance does not rise to the
level of executive administration, and thus does not require formal
clearance from DHS or OMB.

Forward all requests for drafting assistance to CG-0947 through the


Legislative Counsel for preparation.

Reference (e) contains further detail on drafting assistance requirements.

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B.6.a. Process The process for preparing drafting assistance is as follows:

1. USCG receives a request for drafting assistance, normally through


House/Senate Liaisons. The request is passed to Legislative Counsel.
2. Legislative Counsel passes request to CG-0947 for drafting.
3. CG-0947 prepares request for drafting assistance.
4. Request for drafting assistance is routed to CG-09 for approval.
5. Approved drafting assistance is passed to Legislative Counsel, who
delivers it to Congressional staff.

B.6.b. Disclaimer Annotate all drafting assistance with the following statement in bold
lettering:

“The language in this document is provided in accordance with OMB


Circular A-19 in response to a request for drafting assistance from
[Member or Committee]. It does not constitute a commitment with
respect to the position of the Administration, the Department of
Homeland Security, or the United States Coast Guard.”

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Section C: Special Programs

C.1. Coast The Congressional Coast Guard Caucus is an informal congressional


Guard Caucus member organization (CMO). CMOs are ad hoc social or policy groups
comprising a limited number of members of Congress from one or both
houses. The Congressional Coast Guard Caucus is a bipartisan group that
brings together members of Congress with a common interest in a robust,
well equipped, and properly trained Coast Guard that is committed to
saving lives, protecting the environment, and safeguarding our national
security. The primary role of the Caucus is to serve as a bipartisan voice in
Congress to educate congressional colleagues and the public about the
critical missions that the USCG – the nation’s smallest military service –
provides.

C.2. Senate The Civilian Legislative Analyst coordinates the Senate confirmation
Confirmation process for Coast Guard officer promotions so advancements can occur as
Process service needs require.

To do so, the Civilian Legislative Analyst regularly interfaces with Coast


Guard Personnel Command (CGPC) and Senate staff to ensure nomination
lists are processed through the Senate in a timely fashion.

To process Flag Officer nominations through confirmation, the Civilian


Legislative Analyst:

 Drafts initial congratulatory email to new nominees for CG-0921


Deputy release.
 Sends instructions and blank forms to nominees (Personal Financial
Disclosure Form and Senate Committee Questionnaire); requests
completed, signed, and notarized forms (hard copy and electrons) be
returned by deadline.
 Works with the Office of General Law (CG-0944) to conduct initial
technical review of completed forms for accuracy and completeness;
requests missing information from nominees and makes corrections to
all forms. Then conducts second technical review with CG-0944.
 Sends final forms to CG-0944 for ethics review and TJAG signature.
 Sends approved forms to DHS ethics officer for review and approval.
 Makes any necessary changes and forwards packages (transmittal
letter, PFDR, Committee Questionnaire) to Senate Committee on
Commerce, Science and Transportation.

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 Sends electronic copy of final corrected documents to nominees and


CG-0944 to keep for their records.
 Monitors progress of nominations on Senate website and by keeping in
touch with committee counsel and staffers.
 Keeps CG-0921, CG-0944, and all nominees apprised of status of
nominations.
 Maintains nominations tracking log.
 Maintains files of nominees documents (PFDR and Committee
Questionnaire, DHS letter).

C.2.a. The Office of Legislative Affairs (OLA) at DHS (DHS-OLA) manages the
Commandant confirmation process for a new Commandant.
Senate
Confirmation CG-0921 provides any needed assistance for the nomination, which
Process normally includes:

 Scheduling meetings with key Senators and staff to socialize the


prospective Commandant with important stakeholders.
 Preparing the prospective Commandant. CG-0921 works with DHS-
OLA and CG-82 to ensure the prospective Commandant is fully briefed
and knowledgeable on all relevant USCG and Congressional issues.
 Developing talking points and briefing memos for the prospective
Commandant. DHS-OLA prepares a first draft, and sends to CG-0921.
CG-0921 adds perspective as needed and routes to CG-82 for
additional programmatic insight and clearance. CG-82 edits and
returns to CG-0921. CG-0921 approves and forwards to DHS-OLA,
who approves and provides the final document to the prospective
Commandant.
 Preparing the prospective Commandant for all confirmation hearings.
CG-0921 attends all hearing preparation meetings to provide insight
and suggestions. For all hearing preparation documents, follow the
same process laid out above.
 For all official QFRs and document submissions (witness testimony,
etc…) to Congress, CG-82 drafts with input from CG-0921. The
documents are then sent to the prospective Commandant’s transition
team for approval. The transition team approves and sends the
documents to CG-0921 who routes them to DHS-OLA. DHS-OLA
ensures departmental clearance, then delivers them to Congress.
 All informal “get-backs” for members and staff are provided by CG-
0921 with an informational copy sent to DHS-OLA.

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C.3. Executive The executive branch forum (EBF) is a formal mechanism for
Branch Forum communicating Coast Guard interests to members detailed to billets
(EBF) outside the service. CG-092 manages the EBF on behalf of the Vice
Commandant. The EBF ensures that members stay current on Coast Guard
issues and priorities through regular communication via email, high-level
bi-annual briefs, and Storm Warning reports.

C.3.a. Members include liaisons, detailees, fellows, and senior service students.
Membership They represent the service in think tanks, other federal agencies, sister
services, graduate programs, and on the Hill. Most members come from
the following offices: CG-0921, CG-095, CG-2, DCO, and DCO-I.

C.3.b. Member Maintaining updated contact information for EBF members is extremely
Contact difficult as no one program is responsible for all liaisons, detailees,
Information fellows, and students. Generally, members push updated information after
they learn about the EBF through word of mouth. Alternatively, the bi-
annual meetings also provide an opportunity to refresh contact information.

Because members are assigned to billets outside of the USCG, they do not
have ready access to their USCG email accounts. Establishing an out-of-
network email account on the USCG.mil system is cumbersome and
reserved for special circumstances. Unless IT is willing to support an
enterprise solution, the Governmental Affairs Program Manager must
maintain a distribution within their personal contacts. We recommend they
manage this list under their “Shared Contacts” so they can grant access to
other staff members.

Generally, the full distribution is too large for one listserv and it must be
divided into multiple lists. When there are too many email addresses,
Microsoft Outlook will not allow emails to send. The listserv should also
use enterprise distribution lists to include:

 HQS-DG-lst-CG-0921-Fellows
 HQS-DG-lst-CG-DCO-LNO-06’s
 HQS-DG-lst-CG-DCO-LNO-DC Area
 HQS-DG-lst-CG-DCO-LNO-Non-DC Area
CG-095 maintains an updated distribution for senior service students and
think tank Fellows. DCO-I is able to provide information on CG billets
assigned overseas.

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C.3.c. Information When sharing information with EBF members, personnel must be mindful
Sharing that they are pushing information outside of the uscg.mil domain. EBF
members should also exercise good judgment when sharing USCG
information within their current organization. When in doubt, EBF
members should request guidance from CG-0921.

C.3.d. Meetings This forum provides an opportunity for members to gather at USCG
headquarters twice annually to receive USCG program updates, discuss
interagency projects, share best practices, and build our network of USCG
officers external to the Service. The agenda provides the information
necessary to allow members to effectively communicate Coast Guard
priorities and represent USCG interests in their external positions. These
meetings are also an excellent opportunity to provide liaison skills training.

Because we encourage briefs and conversations o be as frank as possible,


EBF discussions are not-for-distribution, so do not record, broadcast, or
make sessions available via conference call.

C.3.e. Fall The Fall agenda should be tactical, focusing on the following objectives:
Meeting
 Clearly articulate the purpose and expectation for EBF member billets.
 Provide senior-level briefs that establish a foundational understanding
of the USCG’s current state – both internal and within the larger
federal family. Topics should include, but not be limited to:
administration priorities/guidance, budget and political environment,
legislative update, service strategies, and acquisition updates.
 Encourage networking both inside HQ and among EBF members to
maintain awareness and exploit natural synergies.

C.3.f. Spring The spring agenda should be strategic, focusing on the following
Meeting objectives:

 Provide senior-level briefs that project future objectives for the service
to include: President’s budget request and impact to service, strategic
service priorities for following calendar year, and long term service
objectives/direction (i.e., Evergreen).
 Discuss EBF member effectiveness within their respective positions
and share lessons learned.
 Review of EBF to explore effectiveness of meetings and information
exchange.

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C.3.g. Storm CG-0921’s Storm Warning is an internal USCG document providing


Warning Reports awareness on upcoming issues for USCG officers working outside the
service as liaisons, fellows, and representatives. It enhances the EBF
member’s ability to represent service's interests. Do not share, forward,
distribute in print, copy, or otherwise re-distribute the Storm Warning.

Storm Warnings frame issues and instruct readers on where they can find
additional information. The tear line for each item indicates the
appropriate level of action or information to convey. EBF members should
not not take action on informational storm warning items independently.
Issues are characterized by importance per the following scale:

C.3.g.(1). Small Denotes an issue or event considered to be significant enough to deserve


Craft Advisory your awareness as a Fellow or GAO. They represent areas where you may
receive questions or issues to which CG-0921 staff have devoted some
significant time and attention. These items generally do not require any
action on your part unless you have questions – in which case you should
discuss or email the House or Senate Liaison.

C.3.g.(2). Gale Denotes an issue or event for which questions are considered probable,
Warning creating a significant workload for CG-0921, or need to know in order
manage your time/schedule/performance. These items generally require
heightened awareness – with you providing detailed strategic context and
background for any discussion of the subject in which your staff engages.

C.3.g.(3). Storm Denotes an issue or event considered to be of significance to the


Warning Commandant’s strategic budget and legislative priorities, and deserving of
your time to provide strategic context and background for your Principle or
staff – as we believe these items are likely to come up and will definitely
require background to explain. If you are not conversant in these issues or
events, detailed backgrounding with CG-0921 or the House and Senate
Liaisons is warranted. Also denotes items which will require you to alter
your schedule and directly participate.

C.3.g.(4). Denotes an issue or event central to the Commandant’s strategic budget


Hurricane and legislative priorities, and presents significant external risk for the
Warning Service. To provide strategic context and background for your staff, you
will need significant bolstering from CG-0921 or the House and Senate
Liaisons, as well as more detailed backgrounders from CG-82 and other
Headquarters program elements. Also denotes items or events which will
consume significant amounts of time, effort, and political/strategic
sensitivity and skill on your part – and for which you should obtain direct
clarification on expectations and effort from CG-0921.

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C.4. Promotion In August / September, CG-0921 releases the annual ALCOAST message
of the White describing the White House Fellows (WHF) program, who can apply, and
House Fellows how CG-0921 supports Coast Guardsmen selected for the interview
Program rounds. CG-0921 answers questions from USCG personnel and keeps
historical information about the program and military participation.

In support of this program, the Civilian Legislative Analyst:

 Ensures CG Portal is updated; especially calendar year deadlines.


 Drafts the ALCOAST in August or early September.
 Coordinates an informational session in September for those interested
in learning about the program. Informational session include
presentations by current and past Coast Guardsmen who served as
White House Fellows.
 Gathers a list of USCG members applying for White House Fellows
program.
 Reviews regional finalists when announced in March. Sends
congratulatory letters to all selected Coast Guardsmen, and coordinates
regional interview training for them.
 Reviews National Finalists when announced in April timeframe. Sends
congratulatory letters to all selected Coast Guardsmen, and coordinates
Nnational finalist Iinterview training for them.
 CG-0921 normally provides TONOs for travel to regional and national
interviews.
 Reviews Presidential selection in June/July. Sends congratulatory
letters to selected Fellows.
 Coordinates a WHF Brown Bag lunch in July for those interested in
learning about the program. Informational session includes
presentation by a Coast Guardsman who is currently serving as a White
House Fellow.
Fellowships run from approximately September 1 to August 31.

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C.5. USCGA
Board of Visitors
(BOV)

C.5.a. USCGA
Sample BOV
Charter, Page 1

Figure 3-6 USCGA Sample BOV Charter Page 1

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C.5.b. USCGA
Sample BOV
Charter, Page 2

Figure 3-7 USCGA Sample BOV Charter Page 2

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C.5.c. USCGA
Sample BOV
Charter, Page 3

Figure 3-8 USCGA Sample BOV Charter Page 3

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C.5.d. USCGA
Sample BOV
Charter, Page 4

Figure 3-9 USCGA Sample BOV Charter Page 4

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C.5.e. USCGA
Sample BOV
Charter, Page 5

Figure 3-10 USCGA Sample BOV Charter Page 5

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C.5.f. USCGA
Sample BOV
Charter, Page 6

Figure 3-11 USCGA Sample BOV Charter Page 6

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C.5.g. USCGA
Sample BOV
Charter, Page 7

Figure 3-12 USCGA Sample BOV Charter Page 7

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C.5.h. USCGA
Sample BOV
Charter, Page 8

Figure 3-13 USCGA Sample BOV Charter Page 8

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C.5.i. USCGA
Sample BOV
Charter, Page 9

Figure 3-14 USCGA Sample BOV Charter Page 9

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C.5.j. USCG
Sample BOV
Checklist, Page 1

Figure 3-15 USCG Sample BOV Checklist Page 1

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C.5.k. USCG
Sample BOV
Checklist, Page 2

Figure 3-16 USCG Sample BOV Checklist Page 2

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C.5.l. USCG
Sample BOV
Checklist, Page 3

Figure 3-17 USCG Sample BOV Checklist Page 3

C.6. Sponsorship CG-092 is the authority for selecting the sponsor for a new cutter
Selection construction or conversion, and is responsible for initiating and compiling
sponsor nominations. The Commandant makes the final sponsor selection.

If naming the cutter for an individual, the Office of Public Affairs (CG-
0922) and the Project Officer coordinate with the CG Historian’s Office
(CG-09224) to research the namesake’s spouse, widow, or nearest direct
lineal female descendent(s).

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If not naming the cutter for an individual, CG-0922 works with the Office
of Congressional Affairs (CG-0921) and the Project Officer to identify
candidates who have an association to the namesake’s heritage (either
geographical or cultural) or to the cutter’s background and/or mission.

C.7. Government The Budget and Accounting Act of 1921 established the Government
Accountability Accountability Office (GAO). GAO investigates public funds management
Office (GAO) on behalf of the United States. They regularly conduct audits of federal
agencies and programs, typically at the request of Congress. Periodically,
the GAO conducts site visits to Coast Guard units to inform their written
reports on the Service’s management and operations.

GAOs are often identified as the project manager for these visits. As the
project manager, GAOs are required to develop an itinerary based on GAO
requirements, serve as escorts, and provide requested information during
those visits. GAOs might wish to consult with CG-0921 before the visit to
ensure they have all of the latest information on the topic being
investigated. Following the visit, GAOs should share their impressions
with CG-0921 and any other units preparing for similar visits.

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Section D: Reporting

D.1. CG-0921 The following sections discuss the various reports that CG-0921 prepares.
Reports

D.1.a. Plan of the Before COB each day, the admin officer transmits a POD via email
Day (POD) detailing the next business day’s schedule of events.

Preparing the POD:

1. YN1 develops draft POD based upon shared calendar entries for the
next day. The POD does not include items marked “private,” which
are made known to the admin officer, YN1, and driver for
transportation purposes, if necessary.
2. Drafter ensures each event/meeting has the following information:
who, what, where, when, transportation requirements, and POC for
details as necessary to flesh out the entry.
3. The YN1 and admin officer work out overlapping/conflicting
transportation requirements.
4. YN1 forwards the draft POD to the admin officer (or deputy, in his or
her absence) by 1430. Before final distribution, all involved consult
the shared calendar for any last-minute changes, and consult the
Captain’s calendar for any additional meetings not included on the
shared calendar.
5. Final POD is sent to CG-0921 staff (not the Fellows), CG-092, CG-
092-ea, CG-09222, CG-09222-d, and CG-092-a.

D.1.b. CG-0921 Provides CG-0921 staff with an overview of news articles focusing on
Morning Brief Congressional topics that impact the Coast Guard. Also, contains any
information related to the Coast Guard from the previous day’s
Congressional record. List the floor schedule for both chamber and any
significant hearings that will take place that day.

D.1.c. Daily CG-0921 Deputy updates DHS Legislative Affairs when three and four star
Congressional admirals testify to Congress.
Engagement

D.1.d. The senior liaison on the hill prepares a weekly report of pending
Congressional Congressional questions, briefings, meetings, and engagements for
Affairs Weekly CG-082.
Report

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D.1.e. CG-092 CG-092 issues a Congressional and Public Affairs Update each week,
Weekly Update which it provides to the Flags at the Tuesday afternoon all flags staff
meeting, then distributes electronically to Flags in the field. Each Friday,
the admin officer sends a draft Congressional Affairs Update out to CG-
0921 staff and the GAOs for review/additions/modifications. The final
version is routed to the Captain for review and approval by 1300 on
Monday. The admin officer forwards the approved version to CG-092-A
by COB Monday.

D.1.f. Week The Civilian Legislative Analyst prepares a list of items of interest for the
Ahead Report COMDT’s week-ahead meeting. The list will be submitted to
CG-0921 NLT COB each Tuesday.

D.1.g. DHS A weekly update of all pending CG-0921 issues and engagements sent to
Weekly DHS. The administrative officer drafts and routes the report through CG-
Coordination 0921 to DHS Legislative Affairs at the end of each week.
Report

D.1.h. Items of The Legislative Analyst compiles a weekly list of Items of Interest for the
Interest Legislative Counsel to disseminate via email. This is prepared using the
Items of Interest template with links to websites to search for items of CG-
congressional relevance. Items can include:

 House and Senate floor activity expected that day.


 All upcoming hearings at which CG is testifying.
 Other hearings of interest to CG expected that week.
 Congressional Record items – On-line version is usually up by 9am at
Thomas (http://thomas.loc.gov). Check the Daily Digest for bills
introduced, bills reported, amendments if bill is on the floor,
nominations, and BOV announcements. Also check Extension of
Remarks.
 CQ Articles (CQ Today, CQ Weekly, CQ Homeland Security).
 National Journal articles.
 Articles from The Hill, Roll Call, Government Executive, etc.
 Google searches on “coast guard” and “port security” and “ballast
water,” etc.
 GAO Reports, CRS Reports, Hots Docs from GalleryWatch and
CQ.com

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D.1.i. Recess Before each Congressional Recess period, CG-0921 (or designee) prepares
Guidance recess guidance for the field GAO to assist them in their outreach efforts to
Congress. This guidance includes general guidelines for field engagement,
and highlights any key themes that may be emphasized during a visit.

D.1.j. An engagement plan for senior leadership is maintained and periodically


Engagement Plan updated by the Chief or deputy.

D.1.k. Rating Each August, the admin officer prepares a memo identifying the rating
Chain Memo chain for all officers, including fellows, in the CG-0921 office. This memo
includes a spread sheet listing all officers attached to CG-0921, with the
anticipated “end of reporting period.”

D.1.l. FOIA The Civilian Legislative Analyst maintains a record of all FOIA requests
Report Data Call and hours spent finding responsive records, and submits this data to CG-
611 every September.

D.1.m. White CG-0921 releases an ALCOAST describing the White House Fellow
House Fellows program every August.
ALCOAST

D.1.n. Report
Spreadsheet

Figure 3-18 Report Spreadsheet

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D.2. SAMPLE
CG-0921 Look
Ahead Report

Figure 3-19 Sample CG-0921 Look Ahead Report

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D.3. SAMPLE
Congressional
Affairs Week
Ahead Report,
Page 1

Figure 3-20 Sample Congressional Affairs Week Ahead Report 1

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D.4. SAMPLE
Congressional
Affairs Week
Ahead Report,
Page 2

Figure 3-21 Sample Congressional Affairs Week Ahead Report 2

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D.5. SAMPLE
Congressional
Engagement
Report, Page 1

Figure 3-22 Sample Congressional Engagement Report Page 1

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D.6. SAMPLE
DHS Weekly
Report, Page 2

Figure 3-23 Sample Congressional Engagement Report Page 2

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D.7. SAMPLE
Storm Warning,
Page 1

Figure 3-24 Sample Storm Warning Page 1

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D.8. SAMPLE
Storm Warning,
Page 2

Figure 3-25 Sample Storm Warning Page 2

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D.9. Contact GAOs report all interactions with governmental officials (Congressional,
Reports State, Local, and Tribal) by preparing a contact report and emailing it to
appropriate CG-0921 leadership, Governmental Affairs Program Manager,
Congressional liaisons, and the Civilian Legislative Analyst. GAOs also
input contact reports into any knowledge management databases as
specified by CG-0921.

D.9.a. SAMPLE
Contact Report

Figure 3-26 Sample Contact Report

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Section E: Travel Procedures

E.1. Paying for Travel by Legislative Branch Employees and Members of


Congressional Congress
Travel Funding
As requested, the Coast Guard provides members of Congress and their
official staff with the opportunity for first-hand review and observation of
the work of the Coast Guard. Section 1108(g) of Title 31, U.S. Code,
indicates Members of Congress and their staff can travel for field
examinations at the Executive Branch agencies’ expense. Thus, CG-0921
can use appropriated funds to cover the costs associated with this travel.
This includes the point-to-point travel costs, lodging, meals, and other
reimbursable expenses associated with the travel (such as local travel,
parking, luggage handling charges, etc.).

These trips, referred to as Congressional and Staff Delegations (CODELS


& STAFFDELS), provide an opportunity for Members of Congress and
their staff to observe Coast Guard operations firsthand. A CODEL involves
a House member or Senator traveling on a Coast Guard funded trip for the
purpose of educating or informing them on a Coast Guard mission or unit.
STAFFDELS are similar trips organized for personal or committee
Congressional staff. CODELS and STAFFDELS are an aspect of CG-
0921’s mission to educate Congress on matters of significance to the Coast
Guard.

E.1.a. Federal Travel Regulations in 41 C.F.R. Section 301 do not apply to


Non-applicability Congressional travel. See 5 USC § 5703 and 41 CFR § 301-1.1, which
of Federal travel provide that the term “agency” does not include a member or committee of
regulations Congress. Since they are not an agency, members and staffs are not
employees within the meaning of the travel regulations.

E.1.b. Travel If issuing orders to each traveler is deemed to be the most efficient method
Orders of funding any of the components of travel, then all regulations written in
the JFTR apply and are reflected as such in the orders.

E.1.c. Payment Commercial transportation for members of Congress or their staff can be
for Commercial paid for as a direct charge to CG-0921’s accounting string. Use the
Travel contracted government rate. This is the preferred method of payment.

E.1.d. Payment When requested to support travel of members of Congress or their staffs,
for lodging for the Coast Guard can pay for lodging as necessary. In general, ask for the
use by Members GSA government contract lodging rate when making reservations.
of Congress/Staff

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Members of Congress or their staffs should use the lodging purchase card
to pay for rooms when traveling on the Coast Guard’s account. At least 2
members of CG-0921 hold lodging purchase cards., and must follow
guidelines established by FINCEN and the HSC Contracting Officer.

When escorting a member of Congress or staff, Congressional


NOTE: Affairs staff members are required to purchase their lodging using
the travel charge card in their name.

E.1.e. Actual If required by the members of Congress or staff, and after consulting with,
expense and approval by CG-0921, reservations can be made for lodging at rates
authorization for exceeding the GSA per diem for that area. For Congressional Affairs staff
lodging escorts, prepare an actual expense authorization memo for the file
documenting justification for exceeding per diem.

E.1.f. Payment for The procedures when we have issued orders to travelers are as follows:
meals and
incidental
expenses for
Members of
Congress/Staff

E.1.f.(1). Direct  Enroll the traveler in the “Fast Pay” direct deposit system so the
Deposit Option traveler can receive advances or reimbursement electronically.
(See: CG FINCEN website).
 Request advances for the traveler (which are deposited in the traveler’s
bank account).
 File travel claims on behalf of the traveler(s) when the mission is
completed.

E.1.f.(2). Cash  The imprest fund can be used as a source of cash for cash advances
Advance Option chargeable to the traveler’s orders.

E.1.g. Logistics  Notify the CG-0921 front office early in the planning process to ensure
funding is available and notify them of potential dates.
 Talk with those traveling to determine what it is they want to see/do.
 Informally speak with district or unit to be visited to see if notional
plan is possible and identify alternatives.
 Formally notify area, district and unit GAOs of window for trip and
notional itinerary.

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 Finalize the itinerary. This is a fluid and unpredictable aspect of the


trip with frequent changes from the travel party, district, and CG-0921
leadership.
 CG-0921 provides TONOs. Recommend booking hotels, airlines and
rental cars directly to TONO to greatly assist with logistics and travel
claims after trip.
 If trip is senior staff or members– request use of CG-01 or CG-02.
 If trip includes a familiarization flight in CG aircraft – work with CG-
0921 front office to submit waiver for flight per 3710.
 Recommend getting out a draft itinerary early to unit and travelers
reducing uncertainty on both ends.

E.1.h. General This section provides an overview of the process to use when determined
Funding for that issuing orders to Congressional travelers is the most efficient method
Congressional of funding travel.
Travelers

E.1.i. Initial The House/Senate liaisons notifies CG-0921 of pending travel and then
actions by makes reservations at a hotel using a government Travel Card. Pass the
House/Senate reservation information to CG-0921/YN1 for calculating per diem costs.
prior to travel
The liaison furnishes travelers with FINCEN’s “Fast Pay” link. The
travelers complete FINCEN’s online form to secure advance per diem via
direct deposit. The liaison then notifies YN1 of form completion.

E.1.j. Actions by  YN1 receives notification and guarantee hotel reservations, for
YN1 before travel congressional traveler only, using the CG-0921 government Purchase
Card.
 YN1 furnishes the Liaison with TONO/Accounting Data for all
travelers to permit making plane/train reservations.
 YN1 prepares orders based on information provided by the liaison, and
includes the following notations on orders in remarks block: Hotel
confirmation number; traveler authorized per diem costs only; air/train
fare charged against assigned TONO.
 YN1 prepares an Advance of Funds Application (SF-1038) and faxes
the SF-1038 and a copy of orders to PSC (TVL).
 YN1 sends orders and a copy of the SF-1038 to the liaison office via
CG-0921 driver.

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E.1.k. Actions by When travel is complete, the liaison prepares a travel claim for
House/Senate Congressional travelers and attaches all required receipts. The traveler
following signs the travel claim (liaison signs as “supervisor”). Claims are then
completion of forwarded to CG-0921.
travel
The Liaison completes his or her own claim via T-PAX.

E.1.l. Action by When YN1 receives the claim, he or she checks for completeness, makes
YN1 following copies, and forwards to PSC (TVL) for processing. Approximate
completion of processing time is 5-7 weeks.
travel
FINCEN posts reimbursement (if any) on their website, which authorizes
Treasury to effect ACH. The traveler should receive a check with 3-5
working days from that posting.

E.2. USCG aircraft use can provide Congressional members or their staff with
Congressional an overview of USCG operations (requires approval by the DHS Assistant
Flights Secretary for Legislative and Intergovernmental Affairs, following process
Observing Coast described below). The focus might be on the flight itself (introduction to
Guard aviation operations), or the flight might enable observation of USCG
Operations operations (overflight of natural or manmade disaster, overview of port
complex to facilitate discussion of COTP responsibilities, etc.).

E.2.a. USCG aircraft can also transport Congressional members or their staff
Congressional when in the best interest of the Federal Government (requires approval by
Transportation on the DHS Assistant Secretary for Legislative and Intergovernmental Affairs,
USCG Aircraft following process described below).

E.2.b. Approval The staff planning the flight completes a flight request form with all the
Process necessary information. This form is available on CG Central
(Congressional Affairs tab, Governmental Affairs Tools).

For field visit engagements originating at the local level, the GAO
typically handles the flight request. For CG-0921-planned travel, the
House or Senate Liaison Office prepares the flight request.

Forward the request to CG-0921 by the fastest means available. The


admin officer prepares a memo for CG-0921 signature, to DHS (I-1),
Assistant Secretary for Legislative Affairs, through CG-0010 and CG-09.

For transportation flights, the admin officer prepares a cost justification to


accompany the request, comparing the cost of commercial transportation to
the cost of using government aircraft.

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Forward the request early enough to allow time for complete routing of the
request prior to the scheduled flight. In situations where the standard
approval procedures are not practical due to time constraints, the
area/district commanders, or Commandant (CG-3) for AR&SC and ATC
Mobile can approve congressional travel. CG-0921 still needs the usual
flight request information to process a DHS after-the-fact written approval.

E.2.c. General Before submitting a formal request to CG-01 or CG-02, the admin officer
Considerations or CG-0921 calls the front office flight scheduler to determine availability.

Hand deliver flight requests to the front office POC for these matters to
ensure timely processing.

E.2.d. SAMPLE
Flight Requests

Figure 3-27 Sample Flight Requests

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E.2.e. SAMPLE
Cost Comparison,
Page 1

Figure 3-28 Sample Cost Comparison Page 1

E.2.f. SAMPLE
Cost Comparison,
Page 2

Figure 3-29 Sample Cost Comparison Page 2

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E.2.g. SAMPLE
Cost Comparison,
Page 3

Figure 3-30 Sample Cost Comparison Page 3

E.2.h. SAMPLE
Cost Comparison,
Page 4

Figure 3-31 Sample Cost Comparison Page 4

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E.2.i. SAMPLE
Cost Comparison,
Page 5

Figure 3-32 Sample Cost Comparison Page 5

E.2.j. SAMPLE
Cost Comparison,
Page 6

Figure 3-33 Sample Cost Comparison Page 6

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E.2.k. SAMPLE
Air Request Form

Figure 3-34 Sample Air Request Form

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Section F: Additional Resources

F.1. Annual The following sections discuss and give specifics on GAO annual events.
Events

F.1.a. GAO Primary CG-0921 Coordinators: Governmental Affairs program


Offsite manager and Civilian Legislative Analyst.

Other Coordinator(s): Admin officer.

General time frame: Early December, when Congress is in recess, in


time to prepare for next/new session of Congress.

Overview of Event: Achieve greater alignment in delivery of the Coast


Guard message to external audiences, including Congress. Achieve greater
alignment in developing USCG engagement plan. Familiarize GAOs with
developments on Capitol Hill. Promote GAO networking and relationship
building.

Participants: Governmental Affairs Officers (GAOs), CG-0921 staff,


Congressional Fellows.

Source of Funds: The participants’ own offices pay for the travel.

F.1.b. Bertholf Primary CG-0921 Coordinator: Organizational liaison.


Award Ceremony
Other Coordinator(s): Admin officer, House or Senate Liaison (alternates
each year); Navy League (pays for event, emcee’s).

General time frame: July/August when Congress is in session (was


originally in August for USCG’s birthday).

Overview of Event: Evening reception at which the Bertholf Award is


presented to selected member of Congress who has been a staunch USCG
supporter.

Participants: Members of Congress, staffers, all USCG flag officers &


SES, CG-0921, DHS, Navy League leadership, industry.

Source of Funds: Navy League capital council.

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F.1.c. Navy Primary CG-0921 Coordinator: Organizational liaison.


League Sea
Service Other Coordinator(s): Navy League (produces invitation, pays for
Congressional event); admin officer.
Award
General time frame: September/October/November when Congress is in
session.

Overview of Event: Evening reception at which an award is presented to


selected Members of Congress who have been supporters of the Sea
Services.

Participants: Members of Congress, especially co-chairs & members of


CG Caucus, staffers, CCG, all CG flag officers & SES, CG-0921, Navy
League leadership, industry.

Source of Funds: Navy League of the U.S.

F.1.d. Fleet Primary CG-0921 Coordinator/POC: Organizational liaison, House


Reserve liaisons (reserves room; reviews all other FRA arrangements to ensure
Association nothing goes awry that will reflect on USCG).
(FRA) Breakfast
for USCG Caucus Other Coordinator(s): FRA (produces invitations, arranges caterer, pays
for event, event emcee, etc); admin officer; (sends invite to flags,
transportation).

General time frame: June/July when Congress is in session.

Overview of Event: Breakfast and remarks by FRA, USCG leadership,


and members spotlighting USCG’s service and promoting dialogue
between USCG and members.

Participants: Members of USCG Caucus, staffers, CCG, USCG flag


officers & senior enlisted, CG-0921, FRA leadership.

Source of Funds: FRA.

F.1.e. Association Primary CG-0921 Coordinator/POC: Organizational liaison, House


For Rescue At liaisons (reserve room; review all other AFRAS arrangements to ensure
Sea (AFRAS) nothing goes awry that might reflect badly on USCG).
Award Event
Other Coordinator(s): AFRAS (produces invitations, arranges caterer,
pays for event, event emcee, etc.); CG-0921 admin officer; (invite to flags,
transportation).

General time frame: September/October when Congress is in session.

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Overview of Event: Present three awards: Automated Mutual-assistance


Vessel Rescue System; enlisted man or woman for extraordinary bravery
during a rescue at sea; U.S. Coast Guard Auxiliarist for extraordinary
bravery during a rescue at sea.

Participants: Members of Congress, staffers, CCG, USCG flag officers &


senior enlisted, CG-0921, USCG Auxiliary leadership, DHS, AFRAS
leadership.

Source of Funds: AFRAS.

F.1.f. Senate Joint Primary CG-0921 Coordinator: Senate liaisons.


Services
Welcome Back Other Coordinator(s): Armed Services Senate liaisons (rotates each year
Reception for as to which service coordinates the event) ; CG-0921 admin officer (invite
Senators to flags, transportation).

General time frame: Early/mid February, when Congress returns to start a


new Congress/session.

Overview of Event: Cocktail reception, no presentations.

Participants: Senators, Senate staffers, all Armed Services Senate liaisons


and officers; USCG flag officers, CG-0921 & Fellows.

Source of Funds: XXF Account.

F.1.g. House Joint Primary CG-0921 Coordinator: House liaisons.


Services
Welcome Back Other Coordinator(s): Armed Services House liaisons (services rotate
Reception for event coordination each year); CG-0921 admin officer (invite to flags,
Members transportation); Organizational Liaison (gets funding from Navy League).

General time frame: early/mid February, when Congress returns to start a


new Congress/session.

Overview of Event: Cocktail reception, no presentations.

Participants: House members, some staff, all Armed Services House


liaisons and officers; USCG flag officers, CG-0921 & Fellows.

Source of Funds: Navy League of the U.S.

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F.1.h. House Joint Primary CG-0921 Coordinator: House liaisons.


Services Holiday
Reception for Other Coordinator(s): Armed Services House liaisons (services rotate
Staff event coordination each year), CG-0921 admin officer (invite to flags,
transportation); Organizational Liaison (gets funding from Navy League).

General time frame: December.

Overview of Event: Cocktail reception, no presentations.

Participants: House staffers, all Armed Services House liaisons and


officers; USCG flag officers, CG-0921 & Fellows.

Source of Funds: Navy League of the U.S.

F.1.i. Great Lakes Primary CG-0921 Coordinator: House liaison.


Day Breakfast
General time frame: March.

Overview of Event: Breakfast.

Participants: Great Lakes delegation, Coast Guard district Nine


Commander.

USCG plays no role in setting up or executing the event. Listed here for
general awareness. USCG often asked to set up courtesy calls for D9
Commander with Great Lakes delegation members while he or she is here
for breakfast and other related activities.

F.1.j. Missions Primary CG-0921 Coordinator: Admin officer.


Day
Other Coordinator(s): Hosting USCG Unit.

General time frame: April (previously the day after JCOC).

Overview of Event: Educate Hill staffers, White House, OMB and other
USCG stakeholders about USCG missions, roles, and culture (by flying
them to TranCen Yorktown for a day of interaction with USCG personnel),
assets, etc. Can also be held at ISC Portsmouth, or other location suitable
for hosting the event.

Participants: Hill staffers, key DHS staff, White House and OMB
reviewers, CG-0921, some new USCG personnel (eg. staff from Office of
Legislation).

Source of Funds: CG-0921.

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F.1.k. Taste Primary CG-0921 Coordinator: House liaisons (makes arrangements for
America (House) USCG Flag mess to participate).

Other Coordinator(s): Industry (main coordinator).

General time frame: Late July (right before August recess).

Overview of Event: No presentations; new theme each year.

Participants: House members and families (some staff), USCG Flag


mess, industry.

Source of Funds: CG-0921.

F.1.l. National Primary CG-0921 Coordinator: House liaisons (reserve room; reviews
Safe Boating all other NSBC arrangements to ensure nothing goes awry that will reflect
Council (NSBC) on USCG).
Reception
Other Coordinator(s): National Safe Boating Council; (produces
invitations, arranges caterer, pays for event, Emcee’s event); CG-0921
Admin Officer; (invite to flags, transportation).

General time frame: May.

Overview of Event: Present the National Safe Boating Council


Confluence Awards to recognize members of Congress and other
government officials who have worked to better the resources and vision of
safe recreational boating opportunities on America's waterways.

Participants: House members and staffers; CG flag officers & SES, CG-
0921; NSHC leadership.

Source of Funds: National Safe Boating Council (NSBC).

F.1.m. Primary CG-0921 Coordinator: House liaisons.


Congressional
Pizza Briefings Other Coordinator(s): Organizational liaison.
(monthly)
General time frame: Usually third Friday of each month.

Overview of Event: USCG briefer provides 20 min brief on current


USCG topic to Hill staffers; pizza and sodas provided.

Participants: House staffers; CG-0921.

Source of funds: Navy League of the U.S.

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F.2. Coast Guard This section gives an overview of the process of formulating and receiving
Budget Process approval for the annual USCG budget.

The entire budget process takes approximately 3 years to develop and


execute. The timeline below is delineated by the number of months before
or after execution (e.g., OCT (E-24)) means that the event takes place in
October, 24 months before budget enactment; for FY2010, this event
would have taken place in October 2007).

Figure 3-35 Budget Process Timeline

F.2.a. USCG  In OCT (E-24) through FEB (E-20), CG-82 reviews electronic resource
Action programs.
 In JAN (E-21), the Investment Review Board at CGHQ makes a final
decision on the CMDT’s request to DHS.
 In FEB (E-20), the CMDT prepares a Resource Allocation Plan for
submittal to DHS.

F.2.b. DHS  In MAR (E-19) through AUG (E-14), DHS review the budget and
Action makes cuts.
 In JUL (E-15), the Secretary signs off on the final Resource Allocation
Decision and submits the budget request to OMB in AUG (E-14).

F.2.c. OMB  In SEP (E-13) through JAN (E-9), OMB reviews the budget,
Action incorporates Presidential priorities, and makes cuts.
 On the first Monday in FEB (E-8), the President’s Budget Request is
submitted to Congress.

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F.2.d.  From FEB (E-8) through SEP (E-1), Congress holds hearings on the
Congressional budget, submit Q’s, and determine budget priorities.
Action
 In MAR (E-7), Congressional leaders typically set limits on the Federal
Budget.
 In MAY (E-5), the House Appropriations Committee (HAC) typically
makes its “marks,” and Homeland Security Subcommittee (HLS)
prepares its position on the President’s Request.
 In JUN (E-4), the Senate Appropriations Committee (SAC) typically
makes its “marks,” and Homeland Security Subcommittee (HLS)
prepares its position on the President’s Request.
 In JUL (E-3), SAC-HLS and HAC-HLS typically confer and compare
marks to reconcile differences.
 In SEP (E-1), Congress deliberates the appropriations bills and
hopefully passes a budget. If no budget is passed, Congress normally
passes a continuing resolution.

F.2.e.  During the Congressional Action Phase, from FEB (E-8) through SEP
CG-0921 Action (E-1), CG-0921 staff is deeply involved in preparing briefings,
answering Q’s, and helping Congressional members and staff
understand the CG portion of the President’s Budget Request.
 In addition, in AUG (E-2) while Congress is in recess, CG-0921
coordinates visits by staff and Congressional delegations to operational
units to help them understand the budget priorities.

F.2.f. Coast  In OCT (E+1), either the budget (typical) or a continuing resolution are
Guard Action enacted. The USCG is required to spend down the budget over the
next year per OMB and DHS spend-down rates.
 By the end of SEP (E+12), the entire budget needs to be spent.

F.3. Routine
Meeting List

Figure 3-36 Routine Meeting List

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F.4. Information
Resources

F.4.a. Shared The shared calendar tracks all Congressional Affairs staff official
Calendar activities. It also reflects personnel absences for leave, TAD, or RDOs, and
significant field engagements coordinated by our office. The calendar lists
any event that requires transportation, and should include sufficient detail
in the comments block (who, what, when, where, transportation needs) so
the plan of the day can properly describe the event. The following is an
example calendar entry:

Topic: Coast Guard 101 brief, including CG activities in Iowa's first district
Background: n/a
Briefer/s: LCDR Suzie Coastie (CG-82)
Audience: Joe Staffer, LA for Rep. Braley
Date/Time: 1100-1200
Location: Longworth 1410
Escort: CDR Soandso
Other Attendees: n/a
Uniform: Trops or Business Attire
Vehicle pickup as follows: 1040 pickup briefer at CGHQ

F.4.b. Shared CG- Accessible only by members of CG-0921, this shared folder serves as a
0921 Folder repository for all documents that must be available to other staff members
for reference, review, amendment, or copying.

F.4.c. CG-0921 General information regarding governmental engagements is on the CG-


SharePoint 0921 SharePoint site.

https://cgportal2.uscg.mil/units/cg0921/SitePages/Home.aspx

F.4.d. CG-823  Email distribution list for Reports to Congress.


 Q Index Email Distribution List.

F.4.e. Front  Daily schedule for CG-00, CG-09, and CG-01 (CO and Deputy).
Office
 Long-range schedule for CG-00, CG-09 (admin officer, for forwarding
to CO, Deputy, Organizational Liaison, House and Senate Liaisons).
 Long-range schedule for CG-01(admin officer, for forwarding to CO,
Deputy, Organizational liaison, House and Senate liaisons).

F.4.f. Online The Civilian Legislative Analyst manages renewal and updates to standing
Subscription online subscription services. The Civilian Legislative Analyst maintains
Services these subscriptions and ensure all members of CG-0921 are aware of
procedures for accessing them online. Currently, CG-0921 uses CQ.com.

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F.4.g. CGHQ The Command Center pushes out various products via email to inform
Command Center senior leadership and other key staff on issues of concern:
Information
 Daily OPSUM.
 CIC.
 Information Alerts.
 Newsworthy Alerts.
Each email goes to a specific distribution list, which is named after the
product.

CO, Deputy, Legislative Counsel, House liaison, and Senate liaison should
get on the distribution lists for these products.

When someone reports/departs, they can email the CC with a list of items
that must be added to/deleted; the Command Center adds/deletes them
to/from the distribution list.

Use discretion in passing on the contents of these emails to


NOTE: Congressional staff. Premature release of information can
compromise ongoing law enforcement operations.

Command Center also lists CG-0921 for receiving phone calls as part of
certain “quick response cards” (QRC’s). They are:

 SAR degradation.
 Personnel casualty.
 After hours congressional calls.
Command Center calls are generally made to deputy, (Leg Counsel is
backup), who then relay info to Chief and House and/or Senate Liaisons, as
appropriate.

F.4.h. Executive ECT tracks and maintains a record of all Congressional Inquiries. The
Correspondence Assistant House liaison, the CG-0921 Secretary, and the Senate liaison
Tracker (ECT) Rep. ensure all Congressional inquiries are entered into the system in order
to maintain accurate records.

Because the Coast Guard pays the ECT contractor based upon the number
of users, limit the number of people with access to ECT. Those with
access track workflows to ensure Congressional Inquiries are responded to
within the set timeframe.

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If they are not, notify the appropriate liaison and send an interim response
sent to the inquiring office.

You can access the ECT system with this link:

https://iq.dhs.gov/iq/myIQHome.aspx

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Chapter 4:
History

Introduction This chapter discusses USCG artifacts, histories, and records.

In This Chapter This chapter contains the following sections:

Section Title Page


A Artifacts Instructions 4-2
B Recording Coast Guard Oral Histories 4-4
C Preserving Coast Guard Records 4-7

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Section A: Artifacts Instructions

A.1. Artifacts Artifacts help illustrate the military, social, and cultural heritage of the
Coast Guard and its predecessor agencies. These items include, but are not
limited to:

 Contract builder’s (and other) models.


 Lighthouse, lightship, and buoy lenses.
 Ship’s, buoy and fog bells, helms, binnacles, compasses, engine order
telegraphs.
 Peloruses, inclinometers, sextants; chronometers, deck watches,
Chelsea clock,s and radiobeacon clocks.
 Commissioning/shipbuilder’s ID plates.
 Ship’s seals, decorative dodgers, flags, pennants; ship’s (and other)
unique silver.
 Life rings.
 Operational clothing (e.g., firefighting, flight, survival, other).
 Aviation material.
 Medals and insignia.
 Weapons/firearms.
 Religious articles.
 Items from humanitarian operations, search and rescue, drug
interdiction, and wartime activities.
 Other items which represent the uniqueness of the Coast Guard
missions and members.
Per reference (f), the Coast Guard’s historical artifacts shall not be sold,
traded, or given away for any reason. See reference (f) for further guidance
on specific artifact policy, loans, and reporting artifacts as property.

For further information on the Coast Guard’s artifact identification,


preservation, inventory and loan procedures, contact the Coast Guard
Historian’s Office.

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A.2. Reporting All personnel who manage and dispose of Coast Guard property must
carefully screen and evaluate all material and make appropriate entries to
the unit’s accountable property inventory, using one of the following item
name code(s) (INC):

 ART01 for art,


 ART02 for artifacts, and
 MOD01 for models.
In addition, they must report artifacts to Commandant (G-IPA-4) as
outlined in references (f) and (g). Forward a list of historical artifacts to
Commandant (G-IPA-4) at least 30 days before unit decommissioning or
disestablishment. Artifacts are USCG property and any unauthorized
artifact transfer is illegal. Unless otherwise authorized by Commandant (G-
IPA-4), ship artifacts directly to:

The Coast Guard Exhibit Center,


7945 Fernham Lane,
Forestville Business Park, Forestville, MD 20747.

Include all items that reflect the history and tradition of the Coast Guard
and its operations, including its predecessor agencies.

A.3. Gifts Per reference (h), historical artifacts can only be accepted as gifts with the
recommendation of Commandant G-IPA-4 and with Commandant G-
CFP’s approval. Units must advise the Historian’s Office of potential
artifact gifts and after approval from G-CFP, must then complete a deed of
gift (per reference (i)) and send copies to G-IPA-4 and G-CFP.

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Section B: Recording Coast Guard Oral Histories

B.1. Collection of The primary responsibility of the team’s documentation effort is to collect
Oral Histories oral histories, since they can serve as the basis for published Coast Guard
histories. The Team Leader assigns team members to conduct interviews
with a wide range of personnel at the command to which the team is
deployed.

 The Team Leader ensures:

 Signature on an oral history consent form.

 Abstracts prepared for each oral history interview.

o The primary interviewer prepares the oral history abstract as


soon as possible after the interview. This brief description of the
interview is the historian’s primary guide in determining
whether further investigation into the audio recording is
germane to his or her research

 Preparing an oral history spreadsheet.

o The spreadsheet, should list all oral history interviews giving


the interviewee’s full name, rank/rate, interviewer’s full name
and rank/rate, date of interview, and classification, if any.
Transfer this oral history spreadsheet to CG-09224 with the
interviews. Clearly label any media containing oral history
interviews with the full name and rank/rate of the interviewee,
date of the interview, and number of media items (1 of 1, 1 of 2,
etc.). You can record oral histories in any format as long as they
can be converted to a “.wav” format before submission to CG-
09224.Write information, such as name of interviewee, and the
restrictions and/or classifications on the CD with an acid-free
Sharpie marker.

B.2. Preparation Preparation is the key to a successful interview, so learn as much about
and execution your subject as possible before beginning the interview. For career
interviews, knowledge of the interviewee's career (i.e. rate; rank) is
essential for developing a meaningful list of questions.

For example, if you are interviewing an individual on their role during the
Katrina operations, first learn everything that you can about their rate and
responsibilities.

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If you are interviewing an aircrew member, learn as much as possible


about the air station and the kinds of aircraft at that station. Always
observe all customs and courtesies.

 For interviews during or just after a major response, gather such


knowledge during your first interview question by asking the subject to
detail the career experiences that led him or her to be in position to
respond to a particular incident. When feasible, contact the person well
ahead of time and give them time to prepare. Give them a general idea
of why you want to interview them, and what subjects you would like
to focus on. Come to the interview with your questions ready and
organized into groups.
 Typically, conduct your interview in a private room such a conference
room. This is far from guaranteed, as interviews can and have been
conducted on flight lines, on mess decks, and in changing closets in a
mall store in use by a Joint Information Command. Arrive early and
double check to ensure your video and/or digital audio recorder is
working properly. Bring extra batteries, tapes and/or memory sticks.
 Ask the interviewee if you can take a digital photograph of him or her
before the interview for later archiving alongside the audio file and
your interview abstract. For interviews with Incident Commanders or
other highly visible response personnel (e.g., the National Incident
Commander (NIC)), try to supply the subject with your questions in
advance so that they can collect their thoughts and formulate coherent
answers. For these types of senior-level interviews, try to have a PA
photograph images of you and the interviewee for later use by the
Historians Office in documenting its response to the incident.
 Try not to jump right into the interview. Spend the first few minutes in
general conversation making the interviewee feel comfortable. Bring a
pad of paper and several pens to take notes so you can follow-up on
something. Do not interrupt a good story with questions. Instead, write
notes so you can ask questions later. Be an active listener.
 Be courteous. Do not overstay your welcome. Keep to a reasonable
length of time, especially if the individual is still in the middle of an
operational response.
 To minimize background noise, make sure the recorder is close to the
subject.

B.3. Post- Record the interviews on a digital voice recorder. Once the interview is
interview storage complete, rename the audio file with a standardized naming convention
and transmission (which should include the name of the interviewee and the date, then save
the audio file to your laptop in .WAV format).

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Later, burn all of your interviews to a CD-ROM (properly labeled with an


acid free pen) for each interview or group of interviews, and place in a
plastic jewel case.

 Make four copies of each CD. Keep one copy as a back-up and send
three copies via FedEx shipment to CG-09224. The first CD-ROM
created is the archival copy and is so labeled. Make a duplicate CD-
ROM for each interview or group of interviews, and label as the
reference copy. The third copy eventually goes to a transcription
service for transcribing.

B.4. Technology Prepare for deployments well in advance by having on hand a small,
portable laptop loaded with Microsoft Office, as you will need Microsoft
Word for documents and Excel for the oral history spreadsheet.

 Save digital audio files as “.wav” files, and access using software such
as Nero (http://www.nero.com/enu/). You will need an external hard
drive to back-up all collected audio files. The external drives is also
useful if an ICS ICP or JIC offers to download significant documents,
maps, imagery, PowerPoint briefings, or other digital documentation
for you to hand carry to CG-09224.
 The reservist should also carry digital still and video cameras for
recording interviews and interview subjects if there are plans to use
these for film projects at a later date. If so, carry an external lavaliere
microphone and clip it to the interview subject during the interview.
 A cell phone with spare battery completes the deployable technology,
but make certain you switch the phone to silent mode before any
interview.

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Section C: Preserving Coast Guard Records

C.1. Formal The primary guide to preserving Coast Guard documents and photography
Records is reference (a). For more guidance, contact the Coast Guard Historian’s
Office.

C.2. Informal There is no requirement for an annual history report. However, the
Records Historian has a special interest in items not specifically described in
reference (a), such as district newspapers or newsletters, clipping files, and
finding aids (phone books, unit listings, personnel locators, etc.).

 District PAOs and CGHQ units should send copies of general-interest


internal publications to the historian. These are valuable for building
the historical files.
 Before you dispose of old or obsolete publications (such as Light Lists,
Annual Reports, Manuals, Notices to Mariners, etc.) please check with
the Historian to see if they are necessary for the reference collection.
 Contact the Coast Guard Historian if you have questions on properly
disposing of any item.
 Individuals. People are the most important resource in recognizing and
preserving Coast Guard history. Each Coast Guard employee can have
a significant effect. The Coast Guard encourages individuals –
especially retirees, to will or donate privately-owned documents,
photographs, artifacts, and artwork that help tell the service’s history.

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Chapter 5:
Standardization

Introduction This chapter discusses standardization.

In This Chapter This chapter contains the following sections:

Section Title Page


A External Affairs Standardization Team 5-2
B Public Affairs Awards 5-5
C Unit Training Program 5-9

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Section A: External Affairs Standardization Team

A.1. Purpose The External Affairs Standardization team (EAST) assesses External
Affairs staff readiness and ability to carry out activities in support of the
External Affairs mission. It also ensures consistent, effective application
of policy, doctrine, TTP, and best practices throughout the program.

A.2. Functions The team is responsible for four major functions:

 Evaluate, assess, and report on standardization implementation and


execution by field public affairs offices to area/district commanders
and CG-092.
 Serve as SMEs and advisors to CG-09225 in developing and
maintaining program standardization doctrine and TTP.
 Serve as a conduit for issues and concerns from field units to
Headquarters, and for program direction and intent to field units.
 Serve as informal mentors and coaches to field unit personnel.

A.3. EAST coordinates with Force Readiness Command (FORCECOM) to


Occupational produce the PA Occupational Analysis (OA) at no more than every four
Analysis years. FORCECOM prescribes methods to produce these analyses.

A.4. American CG-09225 acts as liaison to the Coast Guard Institute and American
Council on Council on Education (ACE) to provide programmatic input for academic
Education (ACE) accreditation through non-educational experience. EAST coordinates with
ACE to update officer and enlisted EA practitioner accreditations at no more
than every four years. ACE prescribes methods to evaluate and award
academic credit.

A.5. United The PA Rating Force Master Chief (RFMC) serves as the liaison to
Services Military USMAP. USMAP is a federally approved apprenticeship program under
Apprenticeship the guidelines of the U.S. Department of Labor, Apprenticeship Training,
Program Employer and Labor Services (DOL/ATELS). The PA RFMC notifies
(USMAP) USMAP of changes to the work process schedule, and provides technical
expertise in establishing new trade area. The PA RFMC consults with
DOL/ATELS on issues pertaining to the acceptability of an occupational
specialty for apprenticeship recognition and registration at no more than
every four years.

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A.6. Standard EAST annually holds a review panel to provide recommendations to CG-
Equipment 092 for updating standard equipment for all PA specialists and EA
practitioners. Only make recommendations for standard PA equipment
when necessary. For example, if the standard equipment list does not need
updating, or the same equipment is serviceable and can be purchased
without challenge, updating the standard equipment list is not necessary.
Realistically, standard PA equipment is in a constant state of improvement.
Video cameras, still cameras, imagery editing platforms, and software are
upgraded, sometimes annually. The PA standard equipment list is updated
and evolves as technologies evolve.

A.7. Staffing EAST reviews the staffing standards of all EA offices and provides a
Standards report on the health of EA staffing standards, at no more than every four
years, via memorandum to CG-092, “thru” CG-0922 and CG-0921. CG-
092 provides recommendations for adjusting staffing standards to CG-833
by memorandum drafted by CG-09225 “thru” CG-0922/CG-0921 before
CG-833 Semi-Annual Reprogramming Review (SARR) deadlines.

A.8. Evaluations Programs division promulgates the assessment and review of EA offices,
and bases its assessments on the TTP found in this guide.

Each EA staff receives at least one site visit every three years, with remote
assessments conducted the other two years.

The programs division examines the following categories:


 Initiative. Evaluate effectiveness of the EA officesʼ created
opportunities to conduct external affairs through multiple modes of
external communication and interaction.
 Consistency. Evaluate effectiveness of the EA office in showing
consistent effort in all its external affairs activities throughout the entire
evaluation period.
 Impact. The degree of overall impact the EA office had on
accomplishing programmatic goals; the degree to which the EA office
achieved maximum exposure for its initiatives.
 Management. Evaluate effectiveness of how the EA office planned,
executed, and measured their PA program.
 Quality. Evaluate the degree of professionalism and quality of work
seen in the EA office’s program and products.
 Response Readiness. Evaluate the EA officesʼ ability to deploy and
respond to contingency operations.

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 Governmental Affairs. Evaluate effectiveness of the EA office’s


success at conducting congressional, inter-governmental (state/local),
and tribal relations.
 Knowledge Management. Evaluate effectiveness of the EA office’s
success at providing and sharing important information to senior
authorities relating to external affairs activities.
 Reserve Affairs. The measure to which an EA office’s Reserve Forces
meet readiness and performance requirements.
 Planning. The measure to which an EA office was effective at
constructing successful national and local communication plans to
include planning elements, theme & message alignment, and campaign
execution & participation.

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Section B: Public Affairs Awards

B.1. Chief Information is the catalyst for accountability in our society. Inherent in the
Journalist Alex first amendment under freedom of speech and freedom of the press, the
Haley Award American people have an expectation of transparency and a ‘right to know’
from their government. United States Code Title 14, specifically
empowers the Commandant to collect, publish, and distribute information
concerning Coast Guard operations to meet this public expectation. As
servants of this public trust, we have an obligation and responsibility to
educate the public on Coast Guard activities. Communication with the
public is an element of operations that is fundamental to mission success.

The Chief Journalist Alex Haley Award recognizes the special


achievements of individual USCG personnel whose efforts and published
works communicated the Coast Guard story. The Commander Jim
Simpson Award recognizes a unit’s overall achievement in supporting the
Coast Guard’s public affairs program.

These awards exist to encourage and formally recognize Coast Guard-wide


participation in conducting public affairs. The Coast Guard’s success
depends in great measure upon the American public understanding and
supporting our operational missions.

B.1.a. The JOC Alex Haley Award honors the Coast Guard’s first chief journalist
Background and renowned author. The JOC Alex Haley Award recognizes the
achievement of individuals whose efforts and published works have helped
raise the Coast Guard’s visibility.

B.1.b. Eligibility This competition is open to individual Coast Guard active duty, reserve,
civilian, and auxiliary members as well as family members of Team Coast
Guard. There two entry categories, category A and B.

B.1.b.(1). Coast Guard Public Affairs Specialist of the Year Rated Public Affairs
Category A Specialists (PA) may compete in category A. PAs are enlisted, active duty
and reserve members formally trained in public affairs who are assigned to
headquarters, area, or district public affairs offices.

B.1.c. Outstanding Individual Achievement in Coast Guard Public Affairs


Category B Individual Coast Guard members not assigned to full-time public affairs
billets may compete in category B.

Individual Coast Guard members are defined as personnel on active duty,


those serving in the Coast Guard Reserve, a Coast Guard civilian

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employee, a member of the Coast Guard Auxiliary, or family members of


Coast Guard men and women. Coast Guard public affairs specialists are
not eligible for this award. This category considers collateral duty unit
PAOs and collateral duty unit public affairs petty officers.

B.1.d. Submissions should effectively depict a person’s overall contribution to the


Submissions public affairs program and provide supporting material of achievement in
journalism and media arts (photojournalism, videography, and multi-
media). Examples of achievement in journalism are feature stories or
articles published by internal or external publications. Examples of
achievement in media arts are visual or multi-media products published in
magazines, Internet sites, print media, web-based outlets, or other mass
communication media. Submission criteria:

 Submit packages electronically to COMDT CG-09225. Compress


large electronic files before sending. Contact CG-09225 to obtain the
appropriate e-mail address or mailbox to forward submissions.
 Submit work produced and published only during the competition
calendar year in an Adobe PDF format not to exceed 30 pages.
 Include a signed memorandum from a CO recommending an individual
member for award in either category. The memorandum states the
category for which the individual is recommended, contains a brief
description of the member’s achievements, and certifies that the
individual produced all work during the competition calendar year.
 Submit only the best examples of written work: published articles that
tell the Coast Guard’s story (newspapers, magazines, Internet
publications, etc.).
 Submit only the best examples of individually-produced
photojournalism, videography, and multi-media products. For
photojournalism, submit published articles containing original imagery.
For videography and multi-media, submit a DVD compilation of
published video productions or operational video broadcast by a
television or Internet outlet (not to exceed 5 minutes in length).
 Send DVDs with a copy of the required command endorsed
memorandum to:
Defense Information School
Attn: U.S. Coast Guard
6500 Mapes Road
Fort George G. Meade, MD 20755

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B.1.e. The board must have all entries before its convening date, announced via
Judging ALCOAST. Commandant CG-09225 selects a judging panel to evaluate
JOC Alex Haley Award entries. The panel judges on initiative,
consistency, impact, and achievement in media arts and journalism. An
ALCOAST message announces the winners’ names.

http://www.dinfos.osd.mil/events/tjweb/main.htm

B.2. CDR Jim The CDR Jim Simpson Award honors the late PAO best remembered for
Simpson Award his efforts to promote the Coast Guard through the news media.

B.2.a. The award recognizes a unit’s excellence in its entire public affairs
Background program – media relations, social media, internal information, and
community relations.

B.2.b. Eligibility All Coast Guard units are eligible and encouraged to participate.
Commandant CG-09225 categorizes units by size and mission type.
Submissions must be the unit’s original work. There are two entry
categories, C and D.

B.2.b.(1). Public affairs offices may compete in category C. Public affairs offices are
Category C: those teams of public affairs professionals assigned to Coast Guard area, or
Coast Guard district command cadres. District public affairs detachments do not receive
Public Affairs independent consideration for this award.
Office of the Year

B.2.b.(2). All other Coast Guard units can compete in category D. The judging panel
Category D: develops divisions for nominated units based on unit size, type, and
Outstanding Unit mission (sectors, air stations, large afloat, small afloat, etc.) to effectively
Achievement in manage fair competition.
Coast Guard
Public Affairs

B.2.c. Submissions depict a unit’s overall public affairs program. They provide
Submissions supporting material as evidence of their media relations accomplishments,
internal information methods, community and governmental relations
successes, entertainment media support, social media efforts, and
command information campaigns. Examples of media relations may
include press releases with accompanying news clips or video clips from
television broadcasts. Examples of internal information could include
plans of the day/week, CG Portal sites, or articles published. Examples of
community and governmental relations would include a list of community
programs that the unit supports, community-focused Internet or social
media sites, programs/photographs of outreach events, and letters of
appreciation from community or governmental leaders. Examples of

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entertainment media support would be an outline of television or motion


picture projects supported with viewership metrics (on-set photos or video
clips of the final production are encouraged). Examples of social media
efforts would include any new social media site developed or examples of
social media-based public affairs products. Examples of command
information campaigns would be a treatise for each campaign summarizing
how the campaign was managed through setting objectives, identifying the
audience, actuated plans and measurement of results.

Submit packages electronically to COMDT CG-09225. Compress large


electronic files before sending. Contact CG-09225 to obtain the
appropriate e-mail address or mailbox to forward submissions. Submit
work produced and published only during the competition calendar year in
an Adobe PDF format not to exceed 30 pages.

A commanding officer’s recommendation memorandum is required. The


memorandum is to articulate for which award the office/unit is
recommended, a brief description of the office/unit’s achievements, and
validation that all work was produced by the office/unit during the
competition calendar year.

Outline the office/unit’s public affairs program goal(s), if identified. How


the office/unit measured the success of its program (i.e., effort vs. results).
Identify any areas in which the office/unit improved its public affairs
efforts and results during the competition year.

Highlight significant accomplishments, innovations, issues or events, and


any other important information for the judging panel. For submission of
videos that showcase an office/unit’s public affairs efforts, send DVDs (not
to exceed 10 minutes in length) with an appropriate command endorsed
memorandum to:

Defense Information School


Attn: U.S. Coast Guard
6500 Mapes Road
Fort George G. Meade, MD 20755

B.2.d. The board must have all entries before its convening date, announced via
Judging ALCOAST. Commandant CG-09225 selects a judging panel to evaluate
CDR Jim Simpson Award entries. Submissions are judged on initiative,
consistency, impact, management, and program/product quality. Winners’
names will be announced via ALCOAST message.

http://www.dinfos.osd.mil/events/tjweb/main.htm

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Section C: Unit Training Program

C.1. Purpose Training and education with units provides personnel with the capabilities
to better support the Coast Guard’s EA missions.

External EA can talk to the media or deal with external stakeholders.

Commands must understand their role in the Coast Guard’s EA Program.

C.2. District and District and area EA offices are responsible for the EA professional
Area External development of commands in their AOR. They accomplish this through a
Affairs Offices balanced program of on-site training and after action counseling to
reasonably ensure commands’ competent execution of the EA mission.

C.3. Training EA training is an annual requirement for every Coast Guard unit.

The EA external training matrix provides the training manager and units
with a means of scheduling training and what to expect from it.

C.4. External The EA office training manager identifies skill-gaps within their AOR and
Affairs Training develops and schedules training accordingly.
Manager
The EA office training manager coordinates with unit collateral duty PAOs
to identify and implement mandatory training as well as optional training
that adds value to each unit’s external engagement development.

The EA office training manager works with units to ensure they receive
their required training plus any additional training they may request.

C.4.a. Training  Be the overall coordinator of unfunded unit External Affairs training.
Manager Duties
 Determine the need for refresher training or provide refresher training
upon request.
 Prepare lesson plans before scheduling training sessions.
 Use educational material from peer-reviewed academic and industry
sources.
 Prepare training announcements via meeting requests or e-mails.
 Ensure training site and equipment are available if needed.
 Keep roster of each training.

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Appendix A:
Glossary and Acronyms

ABC Accuracy, brevity, and clarity

ACA Ability, competency, and authority

ACE American council on education

ALCGENL All Coast Guard Enlisted COMDT Notice

ALCGOFF All Coast Guard Officer COMDT Notice

ALCOASTS All Coast Guard COMDT Notice

ALPERSCOM All Coast Guard Personnel Service Command COMDT Notice

AMVER Automated mutual assistance vessel rescue

AMIO Alien migrant interdiction operations

ATELS Apprenticeship training, employer and labor services

AOR Area of responsibility

AP Associated press

BOV Board of visitors

CAP Communication action plan

CGAAA Coast Guard Academy Alumni Association

CGAPA Coast Guard Academy Parents Association

CG-0921 The Office of Congressional & Governmental Affairs (CG-0921), under


the Director for Public and Congressional Affairs, provide programmatic
guidance and support on matters involving the U.S. Congress or
interactions with State or local elected officials.

A-1 Appendix A: Glossary and


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CMO Congressional member organization

Coast Guard A program which recognizes the communities that support Team Coast
City Guard across the nation. This distinction of “A Coast Guard City” is
earned by making special efforts to acknowledge the professional work of
the Coast Guard men and women assigned to its area. The Coast Guard
City proclamation remains in effect for a five-year term.

Coast Guard A county or municipality selected as “A Coast Guard Community.” They


Community must first be designated as a “Coast Guard City.”

CODEL Congressional delegation

COGAP Coast Guard art program

Committee The Committee Memo is also informally known as a summary of subject


Memo matter.

COMREL Community relations

Congressionals The USCG receives thousands of pieces of correspondence from members


of Congress each year which are often referred to as “congressionals.”

COTP Captain of the port

DCO Deputy commandant for operations

DOL Department of labor

DCMS Deputy commandant for mission support

DHS Department of homeland security

DIMOC Defense imagery management operations center

DVIDS Defense video and imagery distribution system.

DMA Defense media activity

Appendix A: Glossary and A-2


Acronyms
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DOD Department of defense

EAST External affairs standardization team

EBF Executive branch forum

EC Editorʼs course

ECT Executive Correspondence Tracker

FHTN Fleet hometown news program

FINCEN Finance center

FOIA Freedom of information and privacy acts

FOSC Federal on-scene coordinator

FRAGPAG Fragmentary PAG

GAOs Governmental affairs officers

Governmental Maintains effective communications between the district and its units and
Affairs Officer governmental audiences within the district to communicate value of and
build support for the Coast Guard. They serve under the direction and
supervision of the district Commander and the Chief of Staff, the
Governmental Affairs Officer. In some cases, the GAO may also be the
Public Affairs Officer.

IAP Incident action plan

ICC Intelligence coordination center

ICS Incident command system

INC Item name code

ISC Integrated support command

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Acronyms
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IPC Type of C-schools to be defined

JIC Joint information center

JSPAC Type of C-schools to be defined

MACOM Major command

MILPHOG Military photographer of the year

Mock Hearing A mock hearing is also known as a murder board

MOPIC Motion picture-television

MOU Memorandum of understanding

MWR Morale welfare and recreation

NIC National incident commander

NJP Non-judicial punishment

NOK Next of kin

NSBC National Safe Boating Council

OFCO Operating facility change order

OGE Office of government ethics

OLA Office of legislative affairs

OMB Office of management and budget

OPSEC Operational security

OPSUM Operational summary

Appendix A: Glossary and A-4


Acronyms
CGTTP 1-04.1
External Affairs TTP

PAA Production assistance agreements

PADET Public affairs detachment supervisor

PAGs Public affairs guidance

PAO Public affairs officer

PAS Public affairs specialist

PIAT Public information assist team

PCO Prospective commanding officer

PFDR Public Financial Disclosure Report

POC Point of contact

PSC Personnel support command

QFR Questions for the record

RFMC Rating Force Master Chief

ROY Recruiter of the Year

RT Retweet

RSS Really simple syndication

S.A.P.P. Security, accuracy, policy, and propriety.

SAR Search and rescue

SARR Semi-annual reprogramming review

SES Senior executive service

A-5 Appendix A: Glossary and


Acronyms
CGTTP 1-04.1
External Affairs TTP

SME Subject matter expert

SOQ Sailor of the Quarter

SOY Sailor of the Year

SSI Sensitive security information

STAFFDEL Staff delegation

The Hill Capitol Hill

TJAG The Judge Advocate General, CG-094

TONO Travel order number

UCMJ Uniform code of military justice

USMAP United services military apprenticeship program

VFW Veterans of foreign wars

VIRIN Visual information reference identification number

WSIII System WorkstationIII system

WWM Waterways management

Appendix A: Glossary and A-6


Acronyms
CGTTP 1-04.1
External Affairs TTP

Appendix B:
Hold Harmless Agreement

Hold Harmless
Agreement
(page 1 of 2)

Figure 5-1 Hold Harmless Agreement Page 1

B-1 Appendix B: Hold Harmless


Agreement
CGTTP 1-04.1
External Affairs TTP

Hold Harmless
Agreement
(page 2 of 2)

Figure 5-2 Hold Harmless Agreement Page 2

Appendix B: Hold Harmless B-2


Agreement
CGTTP 1-04.1
External Affairs TTP

Appendix C:
PAA Template Imagery

PAA Template
Imagery
(Page 1 of 5)

Figure 5-3 PAA Template Imagery Page 1

C-1 Appendix C: PAA Template


Imagery
CGTTP 1-04.1
External Affairs TTP

PAA Template
Imagery
(Page 2 of 5)

Figure 5-4 PAA Template Imagery Page 2

Appendix C: PAA Template C-2


Imagery
CGTTP 1-04.1
External Affairs TTP

PAA Template
Imagery
(Page 3 of 5)

Figure 5-5 PAA Template Imagery Page 3

C-3 Appendix C: PAA Template


Imagery
CGTTP 1-04.1
External Affairs TTP

PAA Template
Imagery
(Page 4 of 5)

Figure 5-6 PAA Template Imagery Page 4

Appendix C: PAA Template C-4


Imagery
CGTTP 1-04.1
External Affairs TTP

PAA Template
Imagery
(Page 5 of 5)

Figure 5-7 PAA Template Imagery Page 5

C-5 Appendix C: PAA Template


Imagery
CGTTP 1-04.1
External Affairs TTP

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Appendix C: PAA Template C-6


Imagery
CGTTP 1-04.1
External Affairs TTP

Appendix D:
PAA Template Location

PAA Template
Location
(Page 1 of 5)

Figure 5-8 PAA Template Location Page 1

D-1 Appendix D: PAA Template


Location
CGTTP 1-04.1
External Affairs TTP

PAA Template
Location
(Page 2 of 5)

Figure 5-9 PAA Template Location Page 2

Appendix D: PAA Template D-2


Location
CGTTP 1-04.1
External Affairs TTP

PAA Template
Location
(Page 3 of 5)

Figure 5-10 PAA Template Location Page 3

D-3 Appendix D: PAA Template


Location
CGTTP 1-04.1
External Affairs TTP

PAA Template
Location
(Page 4 of 5)

Figure 5-11 PAA Template Location Page 4

Appendix D: PAA Template D-4


Location
CGTTP 1-04.1
External Affairs TTP

PAA Template
Location
(Page 5 of 5)

Figure 5-12 PAA Template Location Page 5

D-5 Appendix D: PAA Template


Location
CGTTP 1-04.1
External Affairs TTP

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Appendix D: PAA Template D-6


Location
CGTTP 1-04.1
External Affairs TTP

Appendix E:
PAA Template Movie

PAA Template
Movie
(Page 1 of 7)

Figure 5-13 PAA Template Movie Page 1

E-1 Appendix E: PAA Template


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 2 of 7)

Figure 5-14 PAA Template Location Page 2

Appendix E: PAA Template E-2


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 3 of 7)

Figure 5-15 PAA Template Location Page 3

E-3 Appendix E: PAA Template


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 4 of 7)

Figure 5-16 PAA Template Location Page 4

Appendix E: PAA Template E-4


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 5 of 7)

Figure 5-17 PAA Template Location Page 5

E-5 Appendix E: PAA Template


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 6 of 7)

Figure 5-18 PAA Template Location Page 6

Appendix E: PAA Template E-6


Movie
CGTTP 1-04.1
External Affairs TTP

PAA Template
Movie
(Page 7 of 7)

Figure 5-19 PAA Template Location Page 7

E-7 Appendix E: PAA Template


Movie
CGTTP 1-04.1
External Affairs TTP

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Appendix E: PAA Template E-8


Movie
CGTTP 1-04.1
External Affairs TTP

Appendix F:
PAA Template Television

PAA Template
Television
(Page 1 of 6)

Figure 5-20 PAA Template Television Page 1

F-1 Appendix F: PAA Template


Television
CGTTP 1-04.1
External Affairs TTP

PAA Template
Television
(Page 2 of 6)

Figure 5-21 PAA Template Television Page 2

Appendix F: PAA Template F-2


Television
CGTTP 1-04.1
External Affairs TTP

PAA Template
Television
(Page 3 of 6)

Figure 5-22 PAA Template Television Page 3

F-3 Appendix F: PAA Template


Television
CGTTP 1-04.1
External Affairs TTP

PAA Template
Television
(Page 4 of 6)

Figure 5-23 PAA Template Television Page 4

Appendix F: PAA Template F-4


Television
CGTTP 1-04.1
External Affairs TTP

PAA Template
Television
(Page 5 of 6)

Figure 5-24 PAA Template Television Page 5

F-5 Appendix F: PAA Template


Television
CGTTP 1-04.1
External Affairs TTP

PAA Template
Television
(Page 6 of 6)

Figure 5-25 PAA Template Television Page 6

Appendix F: PAA Template F-6


Television
CGTTP 1-04.1
External Affairs TTP

Appendix G:
Author's Agreements

Authors
Agreements
(Page 1 of 3)

Figure 5-26 Authors Agreement Page 1

G-1 Appendix G: Author's Agreement


CGTTP 1-04.1
External Affairs TTP

Authors
Agreements
(Page 2 of 3)

Figure 5-27 Authors Agreement Page 2

Appendix G: Author's Agreement G-2


CGTTP 1-04.1
External Affairs TTP

Authors
Agreements
(Page 3 of 3)

Figure 5-28 Authors Agreement Page 3

G-3 Appendix G: Author's Agreement


CGTTP 1-04.1
External Affairs TTP

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Appendix G: Author's Agreement G-4


CGTTP 1-04.1
External Affairs TTP

Appendix H:
Coast Guard Authors Approval Memoranda

Figure 5-29 Coast Guard Authors Approval Memoranda

Appendix H:Coast Guard


H-1
Author's Approval Memoranda
CGTTP 1-04.1
External Affairs TTP

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Appendix H: Coast Guard H-2


Author's Approval Memoranda
CGTTP 1-04.1
External Affairs TTP

Appendix I:
Coast Guard Authors Denial Memoranda

Figure 5-30 Coast Guard Authors Denial Memoranda

Appendix I:Coast Guard Author's


I-1
Denial Memoranda
CGTTP 1-04.1
External Affairs TTP

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Appendix I: Coast Guard Author's I-2


Denial Memoranda
CGTTP 1-04.1
External Affairs TTP

Appendix J:
Authors & Artist Agreement

Figure 5-31 Authors & Artist Agreement Page 1

Appendix J: Authors & Artist


J-1
Agreement
CGTTP 1-04.1
External Affairs TTP

Figure 5-32 Authors & Artist Agreement Page 2

Appendix J: Authors & Artist J-2


Agreement
CGTTP 1-04.1
External Affairs TTP

Figure 5-33 Authors & Artist Agreement Page 3

Appendix J: Authors & Artist


J-3
Agreement
CGTTP 1-04.1
External Affairs TTP

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Appendix J: Authors & Artist J-4


Agreement
CGTTP 1-04.1
External Affairs TTP

Appendix K:
Public Affairs Guidance Template

K.1. PAG
Template
(Page 1)

Figure 5-34 PAG Template Page 1

Appendix K:Public Affairs


K-1
Guidance Template
CGTTP 1-04.1
External Affairs TTP

K.1.a. PAG
Template
(Page 2)

Figure 5-35 PAG Template Page 2

Appendix K: Public Affairs


K-2
Guidance Template
CGTTP 1-04.1
External Affairs TTP

K.1.b. PAG
Template
(Page 3)

Figure 5-36 PAG Template Page 3

Appendix K:Public Affairs


K-3
Guidance Template
CGTTP 1-04.1
External Affairs TTP

K.1.c. PAG
Template
(Page 4)

Figure 5-37 PAG Template Page 4

Appendix K: Public Affairs


K-4
Guidance Template
CGTTP 1-04.1
External Affairs TTP

Appendix L:
CG-FRAGPAG

L.1. CG
FRAGPAG
(Page 1)

Figure 5-38 CG FRAGPAG Page 1

L-1 Appendix L: CG-FRAGPAG


CGTTP 1-04.1
External Affairs TTP

L.1.a. CG
FRAGPAG
(Page 2)

Figure 5-39 CG FRAGPAG Page 2

Appendix L: CG-FRAGPAG L-2


CGTTP 1-04.1
External Affairs TTP

Appendix M:
External Affairs Post Training Evaluation Sheet

M.1. External
Affairs Post
Training
Evaluation Sheet
(Page 1)

Figure 5-40 External Affairs Post Training Evaluation Sheet Page 1

Appendix M: External Affairs


M-1
Post Training Evaluation Sheet
CGTTP 1-04.1
External Affairs TTP

M.2. External
Affairs Post
Training
Evaluation Sheet
(Page 2)

Figure 5-41 External Affairs Post Training Evaluation Sheet Page 2

Appendix M: External Affairs M-2


Post Training Evaluation Sheet
CGTTP 1-04.1
External Affairs TTP

Appendix N:
External Affairs Training Confirmation Sheet

N.1.
External Affairs
Training
Confirmation
Sheet

Figure 5-42 External Affairs Training Confirmation Sheet

Appendix N: External Affairs


N-1
Training Confirmation Sheet
CGTTP 1-04.1
External Affairs TTP

This page intentionally left blank.

Appendix N: External Affairs N-2


Training Confirmation Sheet
CGTTP 1-04.1
External Affairs TTP

Appendix O:
External Affairs Training Request Sheet

O.1. External
Affairs Training
Request Sheet

Figure 5-43 External Affairs Training Request Sheet

Appendix O: External Affairs


O-1
Training Request Sheet
CGTTP 1-04.1
External Affairs TTP

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Appendix O: External Affairs O-2


Training Request Sheet
CGTTP 1-04.1
External Affairs TTP

Appendix P: External Affairs Training Matrix

P.1. Training
Matrix

Figure 5-44 External Affairs Training Matrix

Appendix P: External Affairs


P-1
Training Matrix
CGTTP 1-04.1
External Affairs TTP

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Appendix P: External Affairs P-2


Training Matrix
CGTTP 1-04.1
External Affairs TTP

Appendix Q:
Public Affairs Training Calendar

Q.1. Public
Affairs Training
Calendar
(Page 1)

Figure 5-45 Public Affairs Training Calendar Page 1

Appendix Q: Public Affairs


Q-1
Training Calendar
CGTTP 1-04.1
External Affairs TTP

Q.2. Public
Affairs Training
Calendar
(Page 2)

Figure 5-46 Public Affairs Training Calendar Page 2

Appendix Q: Public Affairs Q-2


Training Calendar
CGTTP 1-04.1
External Affairs TTP

Q.3. Public
Affairs Training
Calendar
(Page 3)

Figure 5-47 Public Affairs Training Calendar Page 3

Appendix Q: Public Affairs


Q-3
Training Calendar
CGTTP 1-04.1
External Affairs TTP

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Appendix Q: Public Affairs Q-4


Training Calendar
CGTTP 1-04.1
External Affairs TTP

Appendix R: Communication Action Plan Template

R.1. Intro All Coast Guard communication action plans should attempt to follow the
standard format outlined below. However, strict adherence is not required
as scale, scope, and circumstances will vary from situation to situation.
This template may include the following sections: Situation, Scope,
Overall Goal(s), Targeted Audiences, Key Messages, Tactics, Evaluations,
and/or Outreach Matrix (if appropriate). Sample communication action
plans are available from CG-092 upon request.

R.2. Title Include a title.

R.3. Situation Define why the communication action plan is needed in a clear statement
of the issue or problem.

R.4. Background When defining this statement, it is crucial to consider any and all
assumptions that were made when defining the issue/problem statement.
This critical background information will provide the necessary foundation
in which to move forward with the development of the communication
action plan.

R.5. Scope Determine who will deliver your message to its intended audience. Who
are the best messengers to reach your target audience?

R.6. Overall Define the ultimate goal(s). What must be accomplished? How should the
goal(s) program and/or issue by perceived by the targeted audience? For each goal
defined, there must be a specific, measurable, and achievable objective.

R.7. Targeted Define the target audience. Who needs to hear this information?
publics

R.7.a. Internal Remember the internal audience, the members of the Coast Guard active
Audience duty, reserve, auxiliary, civilians, and contract support personnel, when
defining the targeted publics. Ensure the people of the Coast Guard know
what is going on.

R.7.b. If members of congress are identified as a targeted audience, Commandant


Congressional (CG-0921) crafts a congressional engagement strategy for the issue or
Audience event.

Appendix R: Communication
R-1
Action Plan
CGTTP 1-04.1
External Affairs TTP

R.8. Key What messages do the targeted public need to hear? Tailor the messages to
messages the targeted audience. Key messages must be simple, consistent, and clear.
They must be easily understood and must resonate with the targeted
audience and be in complete alignment with broader institutional
messages.

R.9. Tactics Determine specific step-by-step actions for achieving the goals. Choose
effective communication tactics that are relevant to the targeted public. All
program managers must work closely with Commandant (CG-09222), the
Media Relations Branch, when considering media-related tactics.
Determine what the deliverables will be (press releases, interviews,
editorials, articles, an ALCOAST, Commandant SITREP, etc.), the
timeline for these, and who is responsible for each of them.

R.10. Evaluation Another consideration when developing a communication action plan is


how the plan will be evaluated.

R.10.a. Tracking Is there a way to determine if the stated goals are being met? Is it possible
to track and gauge the process made along the way? Can course
corrections or different approaches be identified and can they be made?
Such measurements can be news articles or letters to the editor that include
the message or the reduction/elimination of negative calls/letters/articles,
etc.

R.10.b. Once the communication action plan has been approved and distributed,
Implementation the process does not end until the plan has been implemented, adjusted as
needed, and carried out through completion.

R.11. Program Identify responsible office, points of contact, and contact information (e-
manager mail address, telephone number).

Appendix R: Communication R-2


Action Plan
Index

508 compliance tactics ....................................................... 2-11


adding a caption .................................... 2-113 template ..................................................... C-1
closed caption video .............................. 2-129 twitpic ...................................................... 2-123
DODLive blog ............................. 2-111, 2-113 YouTube ................................................. 2-124
Flicker .................................................... 2-143 Incident Command System (ICS) ................. 3-21
YouTube ..................................... 2-126, 2-129 Inquiries
Advertising.................................................... 2-42 attorney-client-privilege ............................ 3-23
Artists congressional ............................................. 3-5
outreach .......................................... 2-56, 2-68 Congressionals ......................................... 3-22
support ..................................................... 2-69 ECT system .................................... 3-22, 3-77
Authors entertainment............................................ 2-40
approval memo ........................................ 2-67 executive privilege .................................... 3-23
assistance ................................................ 2-68 filing .......................................................... 3-24
Coast Guard authors program ................. 2-66 flow chart .................................................. 3-22
coordination and clearance ..................... 2-24 guidelines ................................................. 2-34
denial memo ............................................ 2-67 hearing transcript ...................................... 3-12
disclaimer ................................................. 2-67 House and Senate Liaisons ..................... 3-24
FRAGPAG ............................................... 2-24 MOPIC ...................................................... 2-41
responsibility ............................................ 2-69 national issues .......................................... 3-24
support ..................................................... 2-69 news media .............................................. 2-31
Celebrities .................................................... 2-43 origination ................................................. 3-24
Coast Guard perosnnel participation ........... 2-43 QFRs ........................................................ 3-12
Congressionals ............................................ 3-22 responding ...................................... 2-18, 2-34
Editorial board response templates .................................. 3-23
briefings ................................................... 2-30 Interviews
membership ............................................. 2-31 command message ........................ 2-16, 2-32
objectives ................................................. 2-30 disclosure ................................................. 2-33
topics........................................................ 2-30 interest ...................................................... 2-11
Educational materials ................................... 2-42 interviewees.............................................. 2-15
Entertainment media ........................................................ 2-15
image release form .................................. 2-40 monitoring ................................................. 2-27
liability ............................................. 2-40, 2-53 off-the-record ............................................ 2-34
media engagement process .................... 2-44 preparation ............................ 2-15, 2-16, 2-18
MOPIC ..................................................... 2-40 process ..................................................... 2-32
non-MOPIC projects ................................ 2-43 response ................................................... 2-32
requests ................................................... 2-41 speculation ............................................... 2-34
Filming on Coast Guard property ................. 2-42 types ......................................................... 2-16
Imagery ........................................................ 2-42 MOPIC
archiving .................................................. 2-38 approval .................................................... 2-42
captioning ................................................ 2-80 approval authority ..................................... 2-40
DODlive blog .......................................... 2-112 approval request ....................................... 2-41
DVIDS ........................................... 2-38, 2-134 commercial and recreation vessels .......... 2-41
editing ......................... 2-78, 2-79, 2-92, 2-134 confirmed distribution ............................... 2-41
enhancements ......................................... 2-80 incident action plan ................................... 2-46
information releasing authority ................ 2-36 inquiries .................................................... 2-40
official use ................................................ 2-79 media engagement process ..................... 2-44
personal use ............................................ 2-79 missions .................................................... 2-40
public domain ........................................... 2-42 non-MOPIC entertainment projects .......... 2-43
releases ................................................... 2-53 planning meeting ...................................... 2-48
required practices .................................... 2-79 reimbursement.......................................... 2-48
stock video footage .................................. 2-37 resource support....................................... 2-41
symbols .................................................... 2-66 safety meeting .......................................... 2-48

I-1 Index
CGTTP 1-04.1
External Affairs TTP

vetting process ......................................... 2-40 follow-up ................................................... 2-28


vetting timeline ......................................... 2-41 ground rules.............................................. 2-32
Naming inappropriate questions ............................ 2-32
audio files ................................................... 4-5 meet and greet ......................................... 2-27
board ........................................................ 2-58 off-topic ..................................................... 2-34
compartments .......................................... 2-58 post interview............................................ 2-33
cutters ...................................................... 2-58 SME .......................................................... 2-34
family notifications ................................... 2-60 terminology ................................................. 2-7
standards ................................................. 2-57 Social media
Naming process auto feeds ............................................... 2-120
cutter and shore facilities ......................... 2-57 best practice ........................................... 2-120
Notes, cautions, and warnings ....................... 1-3 branding .................................................... 2-89
Records management communities of interest .............................. 2-9
deleting records ..................................... 2-117 content .................................................... 2-120
retention ................................................. 2-108 designation ............................................... 2-89
social media ........................................... 2-141 material ....................................................... 5-7
Release of information official source.......................................... 2-133
guidelines ................................................... 2-2 records management ................. 2-108, 2-123
next of kin .................................................. 2-3 RSS feed ................................................ 2-118
OPSEC ...................................................... 2-2 site registration ............................. 2-91, 2-118
Releases site registration form ................................. 2-91
approval ................................................... 2-35 spokesperson ......................................... 2-109
authority ................................................... 2-36 team .......................................................... 2-44
Authority ..................................................... 2-3 Tips ............................................................. 2-9
communication action plan ........................ S-2 training .......................................... 2-89, 2-109
congressional notifications....................... 3-27 USCG homepage ................................... 2-141
consent ...................................................... 2-5 Student and independent films ..................... 2-41
contingency statements ........................... 2-24 The Judge Advocate General (TJAG) .......... 3-20
cross-posts ................................. 2-118, 2-123 Video
family members ......................................... 2-5 DVIDS ....................................................... 2-92
high profile ................................................. 2-8 editing ....................................................... 2-78
hometown newspapers ............................ 2-39 Facebook .................................................. 2-92
imagery .................................................... 2-38 formats...................................................... 2-86
individual .................................................. 2-52 key words ............................................... 2-126
law enforcement ...................................... 3-77 news ......................................................... 2-79
lead agency ............................................... 2-8 official ....................................................... 2-78
materials .................................................. 2-36 publicly accessible .................................. 2-126
media relations .......................................... 5-7 required practices ..................................... 2-79
multiple districts ....................................... 2-35 settings ................................................... 2-126
national .................................................... 2-36 steps for uploading ................................... 2-94
news releases .......................................... 2-11 taken aboard............................................. 2-79
non-judicial punishment ............................. 2-5 Writing style
photos ...................................................... 2-38 ABC's of journalism .................................. 2-12
public information ....................................... 2-5 AP style .................................................... 2-19
reporters................................................... 2-32 DODlive blog .......................................... 2-110
search and rescue ..................................... 2-6 Key messages .......................................... 2-22
supporting units ....................................... 2-35 pyramid style writing ................................. 2-13
templates ................................................. 2-12 talking points............................................. 2-23
uniform code of military justice .................. 2-4 Twitter .................................................... 2-119
Reporters
authorization .............................................. 2-8

Index I-2

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