1. 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

2. 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.

3. 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

4. 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

5. 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

6. 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

7. PROPOSED PROJECT DELIVERABLES & SCHEDULE

8. QUESTIONS OR RECOMMENDATIONS
THANK YOU!