PAC & Party reporting examples: Round 1 drafts

[llienfec]

To help PACs and party committees understand how to report campaign finance transactions, we will draft and post reporting examples that will go with the nonconnected, SSF, and party sections within Help for Candidates and Committees.

This covers creating the language in the first round of reporting examples.

Completion criteria

• Prep and host an orientation meeting for the RAD staff assisting with the unauthorized reporting examples.
• Identify no more than 10 examples to include in this sprint.
• Draft example (language only) using existing campaign guides.
• Draft image caption language when possible.
• Find links for FECFile videos, FECFile getting started manuals, and other resources to be included with the example.

cc: @rhoughfec

[llienfec]

Prepping for a meeting with RAD subject matter experts on unauthorized committee reporting tomorrow 2/15. In return for the time I'm asking from them, am planning to teach them about agile principles and the way the website team works. Will review:

What are we doing?

• Reporting example design and formatting (and how we got to this design)
• Project plan for getting reporting examples done
• Review reporting example inventory

How are we doing it?

• Intro to agile principles, sprint cadence
• What part of reporting examples is happening during which part of the sprint
• Team roles
• Tracking issues in Github

[llienfec]

Met with the RAD team today and was excited to get them oriented to agile principles and the reporting examples part of the project! Heads up that the cadence may be slower than usual due to everyone getting used to a new work flow.

The team decided to tackle disbursements for PACs (both SSF and nonconnected) first. We will leave party examples to later in the project after we figure out how we want to deal with allocable and regular disbursement examples/placement. We're sticking to 10 examples/sprint. Below it's 5 for SSF and the parallel 5 nonconnected examples.

SSF examples to draft for this sprint:

• operating expenditures
• contributions to candidates
• voids
• credit card disbursements
• refunded contributions

Nonconnected examples to draft for this sprint:

• operating expenditures
• contributions to candidates
• voids
• credit card disbursements
• refunded contributions

Also need to see if the RAD folks can get gmail accounts so that we can continue to collaborate using google docs/sheets.

[llienfec]

Finished up drafting the first round of reporting examples. Added a couple examples in that were closely related to examples we already planned to tackle.

We need to figure out how we want to do the shared examples. Likely either: 1) cut images down so that one image can be used for both committee types or 2) have 2 pages for the example with fuller images showing committee names and line numbers at the top.

SSF-only

• SSF operating expenditures
• Reimbursements from connected org

Nonconnected-only

• Nonconnected operating expenditures

Shared examples

• Contributions to candidates
• Voided contributions
• Refunded contributions
• Credit card disbursements (debt language taken wholly from candidate examples)
• In-kind contributions made to candidates