Need to exclude data for officeholder accounts from campaign totals
Closed this issue · 10 comments
Wednesday Nov 15, 2017 at 21:25 GMT
Originally opened as caciviclab/disclosure-backend#280
Larry Reid and Lynette Gibson-McElhaney changed their campaign committees to Officeholder committees in the midst of a reporting period.
Transactions after they filed the change should be excluded/subtracted from the campaign totals.
Larry Reid for Council 2016 Officeholder Committee FPPC ID 1387905 re-designated 12/19/2016
Lynette Gibson-McElhaney 2016 Officeholder Committee FPPC ID 1375179 re-designated 8/29/2017
Wednesday Nov 15, 2017 at 21:43 GMT
Is there a particular form that records this transition?
On Nov 15, 2017, at 1:25 PM, Suzanne Doran notifications@github.com wrote:
Larry Reid and Lynette Gibson-McElhaney changed their campaign committees to Officeholder committees in the midst of a reporting period.
Transactions after they filed the change should be excluded/subtracted from the campaign totals.
Larry Reid for Council 2016 Officeholder Committee FPPC ID 1387905 re-designated 12/19/2016
Lynette Gibson-McElhaney 2016 Officeholder Committee FPPC ID 1375179 re-designated 8/29/2017—
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Wednesday Nov 15, 2017 at 21:59 GMT
It's lame. All they need to do is rename the committee using the FPPC Form 410 and add "Officeholder" somewhere in the new name.
What makes it really confusing is when they file their next 460, there is no distinction for transactions before and after the new name.
I'm thinking about OCRA amendments to deal with this issue - e.g. making them terminate the campaign committee first. Also a on my NetFile wishlist.
@mikeubell Right now this issue applies to 3 committees. I've made notes with the dates in the "Internal Notes" column of our google sheet for now.
2016 campaign committees:
Larry Reid for Council 2016 Officeholder Committee | 1387905 | ACTIVE | 12/19/2016
Lynette Gibson-McElhaney 2016 Officeholder Committee | 1375179 | ACTIVE | 8/29/2017
2018 campaign committees:
Gonzales for School Board 2018 | 1364457 | ACTIVE | 01/24/2018
Formerly: Gonzales for School Board 03/04/2014-06/30/2014 ; Gonzales for School Board 201406/30/2014-02/28/2017 ; Shanthi Gonzales for School Board 2014 Officeholder Account 02/28/2017-01/24/2018
@sfdoran Why is this inn "internal Notes"? It will be easier to process if we put it in a separate column.
@mikeubell That was temporary until we had a chance to talk about it. I wanted to get your input on what we could do to indicate all the various scenarios, i.e. we have a couple committees that were 2014 committees and redesignated themselves as 2018 committees and we have the committees that were 2016 campaign committees and then redesignated as officeholder committees. I was thinking I could add columns for "start date" and "end date" for when the committee is tied to that particular election. Does that make sense to you?
@sfdoran when a committee "redesignates", what does that mean for the filing status? Is it a specific form that is filed or perhaps different forms depending on the situation?
A candidate’s committee has to be for a specific office & election. A candidate running for council in 2014 can redesignate their 2014 committee for their 2018 campaign. They must do it before accepting any funds for the new campaign.
To change the committee they file an amended FPPC Form 410. The FPPC ID remains the same, but the committee name is changed. Same process to turn a campaign committee into an office holder account.
Filing a 410 doesn’t automatically change/update the data. When the filer updates their committee info on the 460, the changes (committee name, election, committee type, etc.) appear in the campaign finance data.
Since the state doesn’t differentiate between a campaign committee and an officeholder committee, the code for committee type doesn’t change. We have to track it manually.
@ckingbailey, what was the resolution on this?
@sfdoran is this resolved with the Start/End columns that are now in the Candidates sheet?
@sfdoran is this resolved with the Start/End columns that are now in the Candidates sheet?
@mikeubell yes if the start/end columns are kept up-to-date!