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Utah Democrats connects each county with the other counties and with the state party by using a shared calendar and easy access to county websites and county resource. Also, blog discussion with comments. Home Utah Democrats Calendar Caucuses Seniors Candidates Committees News Tech Training Counties UDP COUNTY PARTY MANUAL CLICK YOUR COUNTY FOR DETAILS HOME Calendar Candidates Caucuses Committees Counties Documents Helpdesk Site Map Search

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Contact Us 825 N. 300 W. Suite C400 Salt Lake City, Utah 84103 Email: mail@utdem.org . Phone: (801) 328-1212 Office hours from 12pm to 5pm Mon-Fri MAP You Can Take Action Now See What We Believe in Our Governing Documents CONSTITUTION BYLAWS PLATFORM HARASSMENT Get Involved in the Utah Legislative Process LEGISLATIVE WATCH VOTE FROM ABROAD FIND YOUR SENATOR & REPS Ask a Question or Submit a Request for Help COUNTY CHAIR TRAINING HELP DESK Take a Leadership Role in the Utah Dems Party JOIN AN ISSUE CAUCUS JOIN A COMMITTEE HELP WITH A CAMPAIGN Check our Calendar RSVP to Utah Dem Events CALENDAR LATEST NEWS See Who Our Leaders Are & Meet Our Staff EXECUTIVE COMMITTEE PARTY STAFF YOU CAN RUN FOR OFFICE

County Chair Training UNIT 01 Neighborhood Caucuses Four things you need to know: Happens only in election (even) years Elect Delegates to the County and State Conventions Happens across the state on the same night State Party provides all materials, County party provides space Neighborhood caucus meetings are something that each county party must execute every two years. The neighborhood caucus meetings must be held on a date selected by the Utah State Democratic Party, which will be communicated to the county parties well in advance, and will always be during March of each election (even numbered) year. Depending on the size of your county, you may decide to hold several meetings across the county. For example, Salt Lake County typically holds one meeting for each legislative district in the county, where rural counties might hold just one meeting in the county seat. The primary purpose of the neighborhood caucus meetings is to elect delegates to the county convention, but this is also a great time to collect updated contact information from the Democrats in your county. Several weeks prior to the caucus meeting night, you will receive a packet from the State Party containing a sample agenda, informational materials, and everything else you'll need to hold the meeting - including caucus attendee forms. A version of this packet will also be provided at the end of this handbook, for your reference. All the county party has to do is provide a location (or several locations) and administer the meeting. It's important that every attendee fill out the caucus attendee form, even if they aren't interested in becoming a delegate; this form allows us to collect accurate information for each Democrat who attends, including updated contact information, volunteer interests they might have, and allows them to join an issue or membership caucus. The State Central Committee will set the date for neighborhood caucuses in Quarter 3 or Quarter 4 2023. UNIT 02 Conventions There are two types of county conventions - organizing conventions (odd years) and nominating conventions (even years). All county conventions must occur prior to the State Convention. The two conventions are very similar in execution, but we'll outline them here separately. County Organizing Convention Three things you need to know: Happens only in odd years Elects county party officers Great opportunity to discuss bylaws/constitutional changes Appoint delegate vacancies The primary purpose of an organizing convention is to elect county party officers. While bylaws and constitutions vary county to county, each county is required to have, at least, a Chair, Vice Chair, and Secretary/Treasurer. In some rural counties, county parties may only have one or two of these positions filled. Delegates, who were mostly elected at the previous year's neighborhood caucus meetings, will be the eligible voters to elect county party leaders. Organizing Conventions are also a great time to take care of any other party business. For example, organizing conventions are a good time for smaller counties to appoint delegate vacancies (since they will have been elected over a year ago, you're likely to have some vacancies), discuss and vote on any changes to your county constitution and bylaws, and get updates from the State Party about what's being done to help win bigger for the next election cycle. In organizing years, there will also be elections held for State Democratic Party Executive Committee positions, so some of those candidates will likely try to make it to as many county conventions as possible. Organizing years are also a great time for State Party staff and current Executive Committee members to travel the state, so be on the lookout for some of those folks coming around. If your convention is a small one, it may be a good idea to allow all candidates who show up a time to speak. If it's larger, you may only want to allow the State Party Chair time to address your full convention. It is wise to schedule the organizing convention so that it doesn't conflict with other conventions, and you may be more likely to have candidates and visitors from the State Party if you group together with other counties in your area when scheduling, especially for counties in the southern half of Utah. 2023 UDP County Party Manual.pdf TABLE OF CONTENTS LETTER FROM THE CHAIR AND CONTACT SHEET 4 Letter From the Chair 4 Contact Sheet 5 PARTY ACTIVITIES 7 Neighborhood Caucuses 7 Conventions 8 County Organizing Convention 8 Sample Agenda 9 County Nominating Convention 10 Sample Agenda 10 State Convention 11 Party Organization 12 Executive Committee 12 Central Committee 12 Party Committees 12 Caucuses 13 UDP Committees and Organizations 14 FINANCE AND FUNDRAISING 16 Introduction 16 Finance Laws and Regulations 16 Fundraising Mechanics 17 Common Misunderstandings 18 Fundraising Options 20 Call Time 20 One on Ones 20 Events 20 Give & Get 21 House Parties 21 Calls w/ the Candidate 21 List Building 21 Online, Email & Web 21 Direct Mail 22 List Expansion and Technology 22 Building a Finance Plan 24 Finance Plan Best Practices 24 How to Make an Ask 25 Sample Script 26 COMMUNICATIONS 28 Social Media 28 Overview 28 The Three Major Social Media Platforms 28 General Social Best Practices 31 Uses for Social Media 31 ACTION 31 AWARENESS 32 ENGAGEMENT 32 EVENTS 32 Press 34 Media Advisories (Media Alert) and Press Releases 34 Tips for Speaking to Press 36 Email Marketing 36 Best Practices 36 Sample Email 36 ELECTION ACTIVITIES 39 Roles of the State Party, County Parties, 39 and Campaigns 39 State Party's Role 39 County Party's Role 40 Campaign / Candidate Role 40 Candidate Recruitment 41 Gathering Names 41 Closing the deal 42 Make it official 42 Other Things to be Aware Of 42 Vote by Mail/PVBM 42 Election Day Voter Registration 42 FIELD ORGANIZING 44 Field and Votebuilder 44 Why field matters: 44 Votebuilder 44 Campaign Phases 46 Capacity Building 46 Persuasion 47 Get out the Vote (GOTV) 47 Types of Voter Contact 49 Doors 49 Phones 49 Texts 49 Digital 49 Relational Organizing 50 Sample Field Plan 51 HD 45 Capacity Building 53 HD 45 Persuasion 54 HD 45 GOTV 55 Votebuilder Lists and Scores 56 Cutting Turf 56 Creating a Phonebank 58 Votebuilder Scores 61 GOTV SCRIPT 62 Generic County Wide, State House, State Senate 63 Generic Countywide, House Dist, Senate Dist, US House, Senate 64 VOLUNTEER RECRUITMENT SCRIPT 64 MASTER SURVEY QUESTIONS (MSQ’s) 66 APPENDIX 67 Additional Resources 67 Letter From the Chair First of all, thank you for your commitment to building and sustaining the Democratic Party in your community. You are truly the heart of our party, and your work at the grassroots level is invaluable. As a former county party leader, I understand how hard the work is, but I also understand how deeply important it is, and I want you to know that the Utah Democratic Party is here to support you. You and I both know that there are no “off-years” in politics, least of all for state and county parties, and 2023 is no exception. The work we do this year will be essential building blocks for our success in 2024 and beyond, and that starts with leaders like you. In order to build for lasting change, we must invest in building our party’s power at every level of government, in every county, and in every community. This year, we have exceptional opportunities across the state to elect municipal leaders who will fight for our values and strengthen our bench for future races, to begin recruiting and training candidates for 2024, and to build a grassroots movement for change in our state. But it’s going to take all of us working together to make those things happen, which is why we are committed to investing in and supporting county parties and their leaders as you do the work every single day to build Democratic power in Utah. Even though it might not always feel like it, what you do matters. Thank you again for all of your hard work and dedication. Sincerely, Diane Lewis Utah Democratic Party Chair Contact Sheet Position Name Phone Email Chair Diane Lewis 801-963-1784 dlewis@utdem.org Vice Chair Oscar Mata 801-388-2358 omata@utdem.org Secretary Liz Weight 801-245-9749 lweight@utdem.org Treasurer Kathy Long 435-477-2093 klong@utdem.org National Committee Member Ross Romero 801-455-2212 ross@inclusionstrategies.n et National Committee Member Darlene McDonald 801-835-8200 dmcdonald@utdem.org Executive Director Thom DeSirant 240-285-1682 thom@utdem.org Communications Director Ben Anderson 801-830-0645 ben@utdem.org Municipal Director Talin Hansen 435-749-9895 Talin@utdem.org Legislative Director Theo Gardner-Puschak 518-565-7933 Theo@utdem.org

DONATE New Chair Step-by-Step STEP 1 Decide on a county name such as "the washington dems" STEP 2 Get a county email address on Gmail such as "thewashingtondems@gmail.com " STEP 3 Get a tax ID from the IRS for your county party. Your county party is actually classified as a 501(c)4 political organization which is established as a part of the state party. Donations are NOT tax deductible and no annual report to the IRS is required. STEP 4 Use your tax ID to establish a county bank account and get a credit card in your county's name - not an individual. You will keep this bank account across all chairs and treasurers. Just update the signatures on the business account as people come and go STEP 5 .Choose a name for your county website such as "slcountydems". Purchase this domain name from a vendor like GoDaddy or WIX for less than $20 per year. Be sure to set up automatic renewal on your county debit card. STEP 6 Contact the state party and ask for a free website development person to complete your website for you.

SHARED GOOGLE CALENDAR FOR ALL COUNTIES AND THE UDP. SEND THE URL FOR YOUR COUNTY CALENDAR TO BE ADDED TO THE I.T. COMMITTEE.Use Agenda to select calendars HOME Calendar Candidates Caucuses Committees Counties Documents Helpdesk Site Map Search

PLATFORM UTAH DEMOCRATIC PARTY PLATFORM 2022: What Utah Democrats Believe Economic security We believe that all Americans deserve the peace of mind brought by economic security. We recognize that bad things can happen to good people. As Democrats, we support efforts that lend families and individuals a hand up toward self-reliance in times of need. We believe that, in a nation as prosperous as ours, no one should be denied access to basic human services. Equality of opportunity We believe that everyone deserves the opportunity to pursue their dreams, no matter where they start out in life. We know that everyone in our society has something to contribute. As Democrats, we believe that people should be treated equitably to have a real opportunity for success. We recognize that our government plays an important role in ensuring fairness for all Americans. Investing in the common good We believe that our government should protect and provide for the public welfare and the common good. As Democrats, we support investments that enrich our communities and improve everyone’s quality of life. We believe in sustainable stewardship of our state’s natural resources to benefit current and future generations. Given the critical issues facing us, we believe that our representatives should rely on the best available evidence and science when making decisions. American leadership We believe that America’s place is as a leader among nations. As Democrats, we believe that America should be a champion of democracy and human rights and a defender of science and technology. We know that America is stronger when we work with our partners and allies. The Big Tent We affirm that the Democratic Party is the Big Tent, open to all Utahns who share our fundamental values. We believe that our shared humanity transcends our differences. As Democrats, we will work together toward a better state and country for everyone. This platform was approved by State Delegates at the 2020 Utah Democratic Party State Convention.

COUNTY ISSUE CAUCUSES STATE ISSUE CAUCUSES Seniors