SECRETARY OF STATE’S OFFICE CAMPAIGN FINANCE MODERNIZATION PROJECT Certification Phase: INITIATION Executive Sponsor: Maggie Toulouse Oliver Project Manager: Kari Fresquez Date: 6/27/2018

PROJECT OVERVIEW This project is the foundation to the implementation of a modern electronic campaign finance reporting system, as required by the NM Election Code. The current campaign finance reporting system was implemented in 2010, but can no longer meet the reporting capability expectation bestowed upon the SOS by statute and the public. This modernization project will enable the SOS, and the entities required by law to disclose financial information to the office, to meet all requirements outlined in the applicable statutes, including the new system requirements outlined in HB105 that become effective in December 2017.

PROPOSED REPORTING MODULES Candidate, Lobbyist and Political Action Committee Registration & Reporting Financial Disclosure Statements Compliance review, tracking and payments Correspondence generation and tracking Document and image tracking Public data access and download SOS administration capabilities Interoperability features

PRODUCT GOALS Meet all governing mandates Improve operational efficiency Improve user satisfaction Reduce reporting errors Improve “on time” campaign finance reporting compliance by lobbyists, political committees, and candidates. Increase transparency

TECHNICAL OBJECTIVES REQUIRED TO MEET GOALS Transparency - Reporting features including, various downloading file formats, data analysis tools, structured data formatting Accountability and Compliance - Compliance crosschecking functionality Data Integrity - Unique identifiers and uniformity of data to ensure accuracy and traceability User Friendly Interface - including, easy data entry and drop down listing of expenditure contacts and expenditure types Real time disclosure - Via online registration and payment functionality for Lobbyist and PACS

BUDGET $985,000 Total Special IT Appropriation (FY 18 – FY 20) Initiation Phase - $40,000 Planning Phase - $270,000 Implementation Phase - $675,000 Software Development

PROPOSED PROJECT DELIVERABLES & SCHEDULE

QUESTIONS OR RECOMMENDATIONS THANK YOU!