1. OFFICE OF THE SECRETARY OF STATE CAMPAIGN FINANCE REPORTING MODERNIZATION PROJECT
Certification Phase: Implementation
Executive Sponsor: Maggie Toulouse Oliver
CIO: Blezoo Varghese
Project Manager: Lori Hewig
Date: 5/23/2019

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, and is unable to meet the reporting capability expectations bestowed upon the SOS by statute and the public.
This modernization project will enable the SOS, and the reporting entities to disclose all required campaign finance information outlined in the applicable statutes including the amendments passed in HB105 that were effective as of 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 and Improve “on time” campaign finance reporting compliance by lobbyists, political committees, and candidates.
Increase transparency

5. TECHNICAL OBJECTIVES
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. STAKEHOLDERS
Easy tool for reporting contributions and expenditures, paying fees and checking on compliance. Ability to quickly fact check or verify reports from media or other groups.
Easy, flexible budget research and reporting. Ability to create their own data extracts via self-service. Need quick look-ups during the session without having to do too much data manipulation.
Take advantage of new technology and moving towards self-service models for applications. Increase website presence. Explore the capabilities of the “rules engine”
Ability to do their own research and populate in-house repositories. Want quick self-service means to get to the data and flexibility in searching.
Monitor and manage reporting, compliance, payment tracking. Ability to create/amend rules using a front-end tool to meet ever changing rules. This is the “business engine”.

7. INTERFACES Interoperability Features
Interface with the State’s online payment gateway for accepting credit card payments – required for PCI compliance
Interface with the SOS receipting module, NMBFS, for tracking funds receipted related to payments made using the new system
Interface with SERVIS for candidacy information and donor information and look-up tables
Integration and cross-referencing features between candidate, political committee, and lobbyist contributions and expenditures- accessible via public portal
Interface with third party campaign utilities for data upload

8. Agile (Scrum) Development
Five 3-week sprint cycles
Daily 15-minute meetings
Each cycle ends with live software demo
Design/Build/Test done w/in each sprint
Daily 15 min
meetings
Sprint Cycle
3 weeks
File Disclosure Report Online
Sprint goal
Software Increment and
Demo
Sprint backlog
Candidates
Return
Gift wrap
Committees
Cancel
Lobbyists
Public portal
Requirements
Backlog = all the requirements for the project

9. BUDGET $985,000 Total Special IT Appropriation (FY 18 – FY 20)
Initiation Phase - $60,000
Planning Phase - $270,000
Implementation Phase - $655,000
Software Development and Implementation
(this request)

10. Certification History
Date
Certification Phase
Amount
Funding Source
6/27/2018
Initiation
$60,000
Laws of 2018, Chapter 73, Section 7(14)
11/13/2018
Planning
$270,000
5/23/2019 (This request)
Implementation
$655,000
Total Certified:
$985,000

11. High Level Project Schedule

12. REQUEST FOR CERTIFICATION & QUESTIONS
THANK YOU!