Services

Campaign Finance Compliance

• Provide complete and accurate compliance filing to the Federal Election Commission (FEC) and state agencies where disclosure is required based on registration and activity.
• Assist in the registration of newly established PACs:

• • identify personnel for key roles
  • secure Tax ID
  • create and file registration documents
  • determine restricted class
  • prepare governance documents (bylaws, contribution criteria, etc.)

• Maintain accurate registration documents on file with the FEC and state agencies
• Enter receipts and disbursements data
• Review check requests for permissibility and limits; prepare checks
• Reconcile bank accounts monthly and compare them to the FEC report
• Develop management reports for internal use
• Maintain appropriate records for audit purposes
• Research state regulations as required

• Evaluate the success of previous approaches
• Prepare solicitation strategy, including messaging and timelines
• Assist in program implementation
• Provide research and benchmarking
• Create ongoing member communications, i.e. annual reports, monthly newsletters
• Compile participation reports

Other Services

• Prepare Materials for PAC Board/Decision Makers
• PAC Audit – review of both finances and processes to ensure compliance with the law and accuracy of filings
• Develop written procedures to help with organizational transparency, meeting audit requirements, and succession planning
• Federal Lobby Disclosure Act reporting, LD-2 and LD-203
• Disbursement Budgets – assist in identifying targeted budget based on legislative goals and provide budget reports