RAD FAQ: New reporting scenarios (stage 1)

[bmathesonFEC]

Summary

Some reporting advice in the RAD FAQ is not represented elsewhere on fec.gov. New reporting examples is a solution, but for the sake of expediency and getting the transition page down, I suggest making a lighter version of reporting examples for this content (named Reporting Scenarios) as an MVP. Add tickets to upgrade the reporting scenarios to reporting examples in future work.

	Example	Scenario
Reporting Requirements	Y	Y
Screenshot	Y	N
Real world details (date, amount, name, etc)	Y	N
FECFile	Y	Y
PDF link	Y	Y
YouTube link	Y	Y

(A reporting scenarios will have most of the same information as a reporting example, without the transaction details and screenshot).

Here are the issues I identified as needing to be added as a reporting scenario:

• Reporting a refund made (PAC, Party)
• Receipts from a federal candidate committee (Party)
• Proceeds from the sale of assets (PAC, Party, Candidate)

Related issues

• Draft RAD FAQ plan for remainder of PI-12 #3736 - make a plan for 12.4 through 12.innovation

Completion criteria

• Create draft of reporting scenarios listed above.
• Submit to RAD managers for review.

Future work

Create a ticket to upgrade reporting Scenarios to Reporting Examples.

[bmathesonFEC]

Started with the simple step of moving "refund contributions" from the disbursement reporting example section to the "receipts" section in the PAC, SSF, and Party guides. The example was written for refunds received for contributions made by the committee. That satisfies one of the requests generated by the RAD FAQ review but it does mean we don't have an example for refunds issued by the committee. I'm adding that reporting scenario for each of the committee types.

[bmathesonFEC]

Started drafting reporting scenarios for each of the scenarios in this ticket. Nothing ready for review yet, work will likely push into the weekend, but the RAD manager review period will likely be relatively short.

[bmathesonFEC]

At the end of 12.4 four reporting scenarios have drafts:

• refunds issued (PAC, SSF, Party)
• contributions received from federal candidates (party)

Still in progress:

• sale of assets (pac, ssf, party, candidate)

I am removing publication as a completion criteria from the scope of these tickets. I will add it to a new ticket for 12.5 for publication and adding the links to the committee guide filing reports page for each filer type. (#3801)

[bmathesonFEC]

Several reporting examples are with RAD managers for review, but the sale of assets examples are still in draft progress. I discovered that the nature of the party example would be slightly different than the PAC and Candidate examples so that slowed down the process.

[bmathesonFEC]

All of the new reporting scenarios are now with RAD manager for review.

[bmathesonFEC]

Made edits based on RAD manager review, the content is back with them for a second review, will closed when feedback is received.

[bmathesonFEC]

Finalized edits from RAD managers, sent to content team for a second pair of eyes review.

[bmathesonFEC]

Incorporated edits from content team ready for publication.