External Affairs Tactics Techniques Procedures (June 2013)
External Affairs Tactics Techniques Procedures (June 2013)
External Affairs Tactics Techniques Procedures (June 2013)
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
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.
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.
FORCECOM-PI@uscg.mil
9. FORMS/REPORTS. None.
i
Appendix J: Authors & Artist Agreement .............................................................................................................J-1
Index.................................................................................................................................................................... I-1
ii
Table of Figures
Figure 2-1 Importing Photos screen capture ..................................................................................................... 2-69
Figure 2-7 Open the metadata view screen shot ............................................................................................... 2-72
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 2-13 Logging in with User Name and Password screen shot ................................................................... 2-79
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 2-18 Reviewing and editing metadata screen shot ................................................................................. 2-82
Figure 2-20 Clicking Add News Story link screen shot ....................................................................................... 2-83
Figure 2-23 Verifying upload completed successfully screen shot ..................................................................... 2-84
Figure 2-25 Multimedia Release Decision Tree screen shot ............................................................................... 2-87
iii
Figure 2-27 Adding photos to the timeline screen shot ..................................................................................... 2-93
Figure 2-29 Using the pencil icon screen shot ................................................................................................... 2-95
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 2-36 Viewing the About page screen shot .............................................................................................. 2-99
Figure 2-37 Using the Insights page screen shot .............................................................................................. 2-100
Figure 2-41 Sending messages as the page screen shot ................................................................................... 2-103
Figure 2-48 Correcting the image in the media gallery .................................................................................... 2-113
Figure 2-50 Updating a post after it has been published screen shot .............................................................. 2-115
iv
Figure 2-54 Twitter Retweet screen shot ........................................................................................................ 2-121
Figure 2-56 Reviewing the Twitter feed screen shot ....................................................................................... 2-122
Figure 2-60 Adding closed captions to video screen shot ................................................................................ 2-128
Figure 2-61 Marking the caption start time screen shot .................................................................................. 2-129
2-66 Uploading the caption file to YouTube screen shot ................................................................................. 2-131
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
v
Figure 3-5 Congressional Correspondence flowchart ........................................................................................ 3-22
Figure 3-20 Sample Congressional Affairs Week Ahead Report 1 ...................................................................... 3-53
Figure 3-21 Sample Congressional Affairs Week Ahead Report 2 ...................................................................... 3-54
vi
Figure 3-32 Sample Cost Comparison Page 5 ..................................................................................................... 3-67
vii
Figure 5-23 PAA Template Television Page 4 ....................................................................................................... F-4
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
viii
CGTTP 1-04.1
External Affairs TTP
Chapter 1:
Introduction to 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.
B.1. Overview The following definitions apply to notes, cautions, and warnings found in
this TTP.
Chapter 2:
Public Affairs
Introduction This chapter discusses the different elements of public affairs (PA) and the
TTP to accomplish PA missions.
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.
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.(3). Appropriateness
Propriety
A.1.b.(4). Policy Determine if the release of information violates existing policy such as
the Privacy Act.
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:
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.
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.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.
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.
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.
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:
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.
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:
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.
A.5.a. News Leverage the news media to disseminate information to the public as a
Media global audience.
Wikis.
Social networks.
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.
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:
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.
A.6. News Writing a news release provides information to the media in a clear and
Releases easily understood manner.
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.(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.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.
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:
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.
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:
Attribution.
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.
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:
A.7.a. Preparing Interviews communicate beyond the presented content. When preparing
for an interview for the interview:
A.7.b. Types of The following sections discuss aspects of the three types of interviews.
interviews
A.7.c. Process Use the following process elements for conducting an interview:
Introduce yourself.
Be personable.
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.
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.
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.
Areas may request PAG from CG-09222 for emerging issues in their AOR
when those issues have Coast Guard-wide implications.
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.
Public statements.
Key messages.
Talking points.
Questions.
Responses.
Include the following elements in a PAG
Subject of guidance.
Effective date.
Termination date.
o PA POC.
o Designated SME(s).
Background.
Situation.
Public perception.
Areas of concern.
Areas of opportunity.
News releases.
Relevant websites.
Blogs.
Posture.
Public/Contingency statement.
Opening statements.
Phone interviews.
Key Messages.
o Examples:
“The public can rest assured we will clean this beach and get
it back to the condition it once was before the spill.”
Short.
Memorable.
Relevant.
Positive.
Newsworthy.
Understandable.
Talking Points.
Timelines.
Dates.
Resources.
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:
Criteria
Strategic focus.
Well rounded.
Leadership role.
Technical focus
Topic expert.
Personable.
Relatable.
Speaks on topic.
Accepted representative.
Desire
Effective presenter.
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.
Interview techniques.
A.9.d. “Murder “Role playˮ as the reporter and interview the SME.
board”
Develop five interview questions from each topic list:
SAPP check.
Inaccuracies.
Wait until after the interview to diffuse any issues with the
journalist.
Time.
Attribution.
Topic.
SAPP.
Explain our role and how we add value before, during, after
interview.
Ground rules.
If there are tough questions, SME can just refer the question to
PAO.
o Responses.
o Non-verbal communication.
Escort reporter out of the interview.
Date of publication?
Self-assess.
Publication date.
Commander's intent.
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.
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.
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:
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.
A.12.a. Response When you receive a reporter’s telephone or email inquiry, ensure you get
Guidelines the following information:
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.
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.
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.(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.
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.
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.(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).
Do not make any color corrections, or change the file size, the image
NOTE:
size, or the resolution. Also, do not crop your images.
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.
B.1.b. Specific PAOs must follow the guidance below when engaging with any member of
PAO Guidance the entertainment industry:
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.
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.(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.
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.
MOPIC also provides air dates and release dates directly to all units
that supported the project in question.
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.
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.
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.
B.1.e.(7). MOPIC uses different versions of the PAA for television, films,
Television, Films, location and imagery releases.
Location, and
Imagery Release
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
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.
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
Arrives damaged.
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.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.
Famous battles.
Nautical terms.
Lighthouses.
Light stations.
Lifesaving stations.
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
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.
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.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.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.
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:
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.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.
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:
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.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.b. Clearance Coast Guard approving official must review the written work to ensure it
guidelines meets the following criteria:
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.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
Program.
C.7.b. Support The Coast Guard considers the following factors when contemplating
support:
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.
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).
D.1.
Photography
Workflow
D.2. Import Import photos as follows (red arrows in some screen captures point to
Photos target volumes/menu options):
3. Copy the folder to the desktop (click and drag to the desktop).
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).
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.
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.
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.c. Editing The following actions are permissible photo or video editing:
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.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
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.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
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)
After clicking the finish button, the person who uploaded the
NOTE:
material receives email verification of what was uploaded.
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.
o Quality: 100.
o Quality: 100.
D.6. Multimedia
Release Decision
Tree
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.
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.
http://www2.tracenpetaluma.com/tqc/cschool.asp
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).
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.e. Registering Coast Guard policy requires that all official Coast Guard social media sites
your page must register with Commandant (CG-092).
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.”
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.
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.
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.
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.
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.
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
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:
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.
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:
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.
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.
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
“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”
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).
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.
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.
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.
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.
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.
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.
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].
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
E.1.q. Facebook When you post a link to Facebook, remove the “sˮ in “httpsˮ before
Tips you paste it.
You must “like” the page you are tagging in order for it to appear
NOTE:
as an option.
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.
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.
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.
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.
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.
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).
http://support.dodlive.mil/information-release-training/
Posts must follow AP guidelines. You can enter content manually, or copy
it from Microsoft (MS)Word.
Paste content from MS Word into the “HTML” versus “visual” tab
NOTE:
to avoid coding and formatting errors.
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: 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.
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.
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”).
NOTE: You must add the link on the initial upload of the image!
E.2.d. Editing You can edit images after selecting Insert into the post.
images
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.
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).
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.
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:
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.
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:
http://www2.tracenpetaluma.com/tqc/cschool.asp
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.
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.
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.
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.
(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.
If you RT directly from Twitter, hover over the Tweet and select the
Retweet option.
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.
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.
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.
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.
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).
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.
NOTE: The video upload process can take from fifteen to sixty minutes.
Follow the next steps to set the thumbnail, comment, and privacy settings.
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.
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.
1. Navigate to http://captiontube.appspot.com.
2. Log on using any Google account.
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.
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.
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
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.
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.
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.
The following guidelines will help upload photos for consistent branding
and to meet policy requirements.
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:
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.
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
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.”
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.
Your photos are now uploaded, in a set, and in your respective collection.
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.
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.
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.
E.6.b. Accessing Images used for the banner must be exactly 782 x 240 pixels.
the homepage
web folders
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).
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.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:
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.
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.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.
Chapter 3:
Governmental Affairs
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.
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.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:
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.
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.
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.
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.(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.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.
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:
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.
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.
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
system with all other pertinent briefing data, including briefers and
attendees, to keep an accurate record of the meeting.
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.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.
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:
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.
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.
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.
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.
A.4.a. Before Identify the necessity and objectives for a CODEL or STAFFDEL.
CODEL/
STAFFDEL Who initiated the trip?
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.
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.
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
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
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.
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.
Tribal Leaders.
General public
Recruiting items.
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.
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.
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”
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.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.
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.
Section B: Communication
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.
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.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.
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.
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:
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.
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.
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.
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.
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.
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.
B.6.b. Disclaimer Annotate all drafting assistance with the following statement in bold
lettering:
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.
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:
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.
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.
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.
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.(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.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.
C.5. USCGA
Board of Visitors
(BOV)
C.5.a. USCGA
Sample BOV
Charter, Page 1
C.5.b. USCGA
Sample BOV
Charter, Page 2
C.5.c. USCGA
Sample BOV
Charter, Page 3
C.5.d. USCGA
Sample BOV
Charter, Page 4
C.5.e. USCGA
Sample BOV
Charter, Page 5
C.5.f. USCGA
Sample BOV
Charter, Page 6
C.5.g. USCGA
Sample BOV
Charter, Page 7
C.5.h. USCGA
Sample BOV
Charter, Page 8
C.5.i. USCGA
Sample BOV
Charter, Page 9
C.5.j. USCG
Sample BOV
Checklist, Page 1
C.5.k. USCG
Sample BOV
Checklist, Page 2
C.5.l. 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).
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.
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.
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
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:
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.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
D.2. SAMPLE
CG-0921 Look
Ahead Report
D.3. SAMPLE
Congressional
Affairs Week
Ahead Report,
Page 1
D.4. SAMPLE
Congressional
Affairs Week
Ahead Report,
Page 2
D.5. SAMPLE
Congressional
Engagement
Report, Page 1
D.6. SAMPLE
DHS Weekly
Report, Page 2
D.7. SAMPLE
Storm Warning,
Page 1
D.8. SAMPLE
Storm Warning,
Page 2
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
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
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.
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.
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.
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 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
E.2.e. SAMPLE
Cost Comparison,
Page 1
E.2.f. SAMPLE
Cost Comparison,
Page 2
E.2.g. SAMPLE
Cost Comparison,
Page 3
E.2.h. SAMPLE
Cost Comparison,
Page 4
E.2.i. SAMPLE
Cost Comparison,
Page 5
E.2.j. SAMPLE
Cost Comparison,
Page 6
E.2.k. SAMPLE
Air Request Form
F.1. Annual The following sections discuss and give specifics on GAO annual events.
Events
Source of Funds: The participants’ own offices pay for the travel.
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.
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).
F.1.k. Taste Primary CG-0921 Coordinator: House liaisons (makes arrangements for
America (House) USCG Flag mess to participate).
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).
Participants: House members and staffers; CG flag officers & SES, CG-
0921; NSHC leadership.
F.2. Coast Guard This section gives an overview of the process of formulating and receiving
Budget Process approval for the annual USCG budget.
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.
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
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.
https://cgportal2.uscg.mil/units/cg0921/SitePages/Home.aspx
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.
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.
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.
If they are not, notify the appropriate liaison and send an interim response
sent to the inquiring office.
https://iq.dhs.gov/iq/myIQHome.aspx
Chapter 4:
History
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:
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):
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.
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.
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.
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).
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.
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.).
Chapter 5:
Standardization
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.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.
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.
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.
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.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
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
C.1. Purpose Training and education with units provides personnel with the capabilities
to better support the Coast Guard’s EA missions.
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.
Appendix A:
Glossary and Acronyms
AP Associated press
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.
EC Editorʼs course
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.
RT Retweet
Appendix B:
Hold Harmless Agreement
Hold Harmless
Agreement
(page 1 of 2)
Hold Harmless
Agreement
(page 2 of 2)
Appendix C:
PAA Template Imagery
PAA Template
Imagery
(Page 1 of 5)
PAA Template
Imagery
(Page 2 of 5)
PAA Template
Imagery
(Page 3 of 5)
PAA Template
Imagery
(Page 4 of 5)
PAA Template
Imagery
(Page 5 of 5)
Appendix D:
PAA Template Location
PAA Template
Location
(Page 1 of 5)
PAA Template
Location
(Page 2 of 5)
PAA Template
Location
(Page 3 of 5)
PAA Template
Location
(Page 4 of 5)
PAA Template
Location
(Page 5 of 5)
Appendix E:
PAA Template Movie
PAA Template
Movie
(Page 1 of 7)
PAA Template
Movie
(Page 2 of 7)
PAA Template
Movie
(Page 3 of 7)
PAA Template
Movie
(Page 4 of 7)
PAA Template
Movie
(Page 5 of 7)
PAA Template
Movie
(Page 6 of 7)
PAA Template
Movie
(Page 7 of 7)
Appendix F:
PAA Template Television
PAA Template
Television
(Page 1 of 6)
PAA Template
Television
(Page 2 of 6)
PAA Template
Television
(Page 3 of 6)
PAA Template
Television
(Page 4 of 6)
PAA Template
Television
(Page 5 of 6)
PAA Template
Television
(Page 6 of 6)
Appendix G:
Author's Agreements
Authors
Agreements
(Page 1 of 3)
Authors
Agreements
(Page 2 of 3)
Authors
Agreements
(Page 3 of 3)
Appendix H:
Coast Guard Authors Approval Memoranda
Appendix I:
Coast Guard Authors Denial Memoranda
Appendix J:
Authors & Artist Agreement
Appendix K:
Public Affairs Guidance Template
K.1. PAG
Template
(Page 1)
K.1.a. PAG
Template
(Page 2)
K.1.b. PAG
Template
(Page 3)
K.1.c. PAG
Template
(Page 4)
Appendix L:
CG-FRAGPAG
L.1. CG
FRAGPAG
(Page 1)
L.1.a. CG
FRAGPAG
(Page 2)
Appendix M:
External Affairs Post Training Evaluation Sheet
M.1. External
Affairs Post
Training
Evaluation Sheet
(Page 1)
M.2. External
Affairs Post
Training
Evaluation Sheet
(Page 2)
Appendix N:
External Affairs Training Confirmation Sheet
N.1.
External Affairs
Training
Confirmation
Sheet
Appendix O:
External Affairs Training Request Sheet
O.1. External
Affairs Training
Request Sheet
P.1. Training
Matrix
Appendix Q:
Public Affairs Training Calendar
Q.1. Public
Affairs Training
Calendar
(Page 1)
Q.2. Public
Affairs Training
Calendar
(Page 2)
Q.3. Public
Affairs Training
Calendar
(Page 3)
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.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.
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.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).
I-1 Index
CGTTP 1-04.1
External Affairs TTP
Index I-2