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Secretary of State

Secretary of State . PCC Project Status Campaign Finance Reporting System. CFIS Project Overview. Introduction

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Secretary of State

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  1. Secretary of State PCC Project Status Campaign Finance Reporting System

  2. CFIS Project Overview • Introduction Replace the current Political Finance Reporting System with a more user-friendly Campaign Finance Reporting System for use by candidates for public office, political committees, lobbyists, receipting associated with these functions and to provide better service to the general public.

  3. OVERVIEW New Mexico Secretary of State’s Office has contracted with RealTimeSites to rebuild the Campaign Finance Information System (CFIS; currently termed PFRS: Political Finance Reporting System). The current PFRS is not meeting expectations in the following ways: 1. Campaign Finance Administrators, who enter the data, find the current system unwieldy and difficult to use. The workflow is not structured for a smooth and pleasant user experience, and the Graphical User Interface (GUI) is out‐of‐date. 2. Because of the difficulty entering the data, many Campaigns have opted to submit financial data via Excel Spreadsheets. The NMSoS Ethics Administration is required by law to allow this, but the current system is unable to integrate the Excel spreadsheets into the database for effective searching and reporting. The Excel spreadsheet data is merely converted to PDF for singlecampaign viewing. This leaves the public frustrated by the difficulty of accessing the information and dissatisfied with the level of transparency. 3. The reports generated by the current system are either Campaign‐ or Contributor‐ specific. The GUI is not user‐friendly or intuitive. 4. The PFRS Administration interface is unwieldy. Secretary of State Administrators are not able to add new Offices when they appear, so the SoS office incurs extra costs every time a new office or special election is needed. Furthermore, the current admin interface does not allow SoS Admins to run high‐level reports (this is done through a separate system). A centralized system would streamline the process for administrators, saving time and money.

  4. The rebuilt CFIS will solve all of these issues, providing: 1. A streamlined, attractive, intuitive interface for Campaign Finance Administrators. This will enhance the user experience, and encourage more campaigns to use the online system 2. Integration of uploaded spreadsheets into the database. The data submitted via spreadsheets will now be incorporated in the public reporting and accessible through a single search module. This will make campaign finances easier for the public to access, heightening transparency of campaigns across the state. 3. Advanced search functionality that is user‐friendly, intuitive, and focused on improving transparency. The report search module will be modeled after the current Washington State Public Disclosure Commission Database Search – using sorts and filters, and displaying high‐level information. It will also allow public users to search by contributors. 4. An enhanced, intuitive interface for SoS Administrators. The new interface will allow SoSAdmins to set up accounts/campaigns, track campaigns, and run reports.

  5. Planning Phase Accomplishments • Gap Analysis • Defined scope requirement of New Mexico Secretary of State as per the statutory law. • Performed Gap analysis of the Washington system to ascertain if the system would be appropriate for us in New Mexico. • Gap Analysis involved: • Consideration of technical aspects of Washington system • Assessment of workflow and graphical user interface

  6. Planning Phase Accomplishment • PMP and other Management Plan and Technical specification document • Developed functional specifications for the project • Amended project management plans as required • IV&V • IV&V has been awarded to POD • First deliverables report has been completed

  7. Workflow charts Proposed NM CFIS Workflow

  8. Workflow charts CFIS/SOS - Admin Flow Chart

  9. Workflow charts Candidate/PAC Data Input Flow Chart

  10. Workflow charts Lobbyist – Data Entry Flow Chart

  11. Workflow charts Public Reports Flow Chart

  12. CFIS Project Summary

  13. Thank you • Discussion

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