PACbuilder eNews

Capitol Advantage News
On August 1, 2008 the Horizon Changed!
Capitol Advantage, Capitol Advantage Publishing, and Knowlegis are now joined with The Roll Call Group, publishers of Roll Call, GalleryWatch, CongressNow, and Briefing Room.

For more than 50 years, Roll Call has been the cornerstone of Capitol Hill, delivering superior coverage of the people, politics, and process of Congress. Capitol Advantage has been the industry leader of government relations technology and products for 22 years.

This unprecedented combination of companies now shares one core mission: to redefine the world of congressional information and advocacy communication in Washington, while delivering innovative, influential, and indispensable offerings to our customers.

We will embrace this challenge to deliver a superior suite of tools and services for those engaged in the democratic process. Our combined companies are excited about the extraordinary opportunities this unique partnership presents to our customers.

FEC / Industry News

...Good News for those who sit on PAC boards or control PAC contributions from a PAC “connected” to their employer— On July 15, the Secretary of the Senate and Clerk of the House issued updated guidance on what Federal lobbyists and lobbying organizations must report on their LD-203 reports due by July 30, 2008.  The new rules significantly narrow the scope of required reporting and diminished the administrative burdens on LD-203 filers. 

With regards to lobbyists who sit on PAC boards or manage corporate PACs, the Secretary and Clerk noted that if the registrant (the employer) discloses PAC contributions in its form, those lobbyist employees who control the PAC need not duplicate the information on their own LD-203, provided they report that they are a board member of the PAC or are in a position to control the direction of PAC contributions.

However, the new guidance provides general guidelines rather than presenting clear rules. Essentially, the Secretary and Clerk revised and expanded the examples given in their consolidated LDA guidance.  The guidance can be viewed in its entirety at www.senate.gov/legislative/resources/pdf/S1guidance.pdf

The next LD-203 report is due on January 30, 2009, covering the period from July 1 through December 31, 2008.

…Campaign Contributions and influence on policy—BUILD-PAC, the nation’s 17th-largest political action committee as well at the seventh-largest corporate PAC according to the nonpartisan Center for Responsive Politics, made headlines February for refusing to give any more campaign contributions to congressional candidates (incumbents and challengers). At the time, the association had unsuccessfully pressed lawmakers to adopt a provision to reduce the tax liability of home builders by allowing them to offset their past profits with future losses.  In May, this move was reversed and BUILD-PAC voted unanimously to resume campaign contribution because of their new priority—a $7,000 tax credit for first-time home-buyers—which was approved by a House committee.

The BUILD-PAC decision to halt campaign contributions after their setback in Congress brought a lot of concern to lobbyists who try to shed the image of lobbyists tying contributions to votes. The unspoken connection that interest groups tie their donations to the decisions they hope lawmakers will take on their behalf was brought into surface with this move. The move also rattled some lawmakers who do not like to be reminded in public that lobbyists offer them money in hopes of receiving favorable treatment. To many this seemed to be the most public display of quid pro quos between lobbying and political contributions!

...The long-defunct Federal Election Commission is back in working order—A six-month standoff between Senate Democrats and the White House ended in late June, putting the backlogged elections regulator back in business with few days left until the November elections.  The newly confirmed commissioners are Democrats Cynthia L. Bauerly of Minnesota and Steven T. Walther of Nevada, along with Republicans Caroline C. Hunter of Florida, Donald f. McGahn of the District of Columbia and Matthew S. Petersen of Utah.  The priorities for the commissioners include new disclosure rules for the lobbyists who bundle campaign contributions, requests for matching funds, and certifying public funds for the general election.

...FEC unanimously concluded that even short political ads must contain disclaimer—In its first ruling as a functioning agency, the FEC concluded that even 10- and 15-second TV and radio ads for or against Federal candidates must include the spoken disclaimer at the end identifying the group responsible for the ad. The Club for Growth PAC sought an exemption from the spoken-disclaimer requirement last fall for the short ads but commissioners denied the exemption citing that when Congress amended the law to carry a spoken disclaimer, they didn’t create an exemption for the duration of the ads.

Because of Express Advocacy or Electioneering Communications, political action committees must state in radio and television ads that their group “is responsible for the content of this advertising” in support or defeat of a candidate. PACs must also disclose in writing their “full name and permanent street address, telephone number, or Web address of the person who paid for the communication, and that the communication is not authorized by any candidate or candidate’s committee.”

PAC Best Practices & PACbuilder Tips

Best Solicitation Option: Peer to Peer Fundraising
One of the most effective PAC solicitation methods for both corporate and association PACs is peers soliciting peers. Association PACs seek active members to be volunteer leaders, and corporate PACs recruit midlevel, eligible employees, and/or other executives below the management ranks to solicit for the PAC. Peer solicitations are mostly successful when conducted in small group and one-on-one meetings. For best results solicitation are done on a face-to-face setting but peers certainly can contact peers via telephone, e-mail, or fax. Peer solicitation programs have increased PAC participation and receipts as high as 300 percent.

In PACbuilder, you easily can keep track of your Peer to Peer solicitation campaign, and give recognition to your PAC volunteer leaders by using the “Source Code” to identify your solicitation campaign and the “Attribution Code” to tag your volunteer leader.  If you need help to setup these codes, please contact your Account Manager.

… Filing Compliance Reports Responsibility of PAC Treasurer
When FEC Reports are filed late or not filed at all, the PAC treasurer may become liable for administrative fines levied by the FEC against the PAC.  Although these fines can be appealed, it negatively affects the committee’s reputation and therefore should be avoided at all cost.

PACbuilder’s Financial Statement is a report that every PAC treasurer should run and compare with their FEC report, and bank statement before filing any report. This report breaks down ALL transactions that have occurred within your filing period and shows you a statement summary of your transactions.

In addition to reconciling bank statement, the treasurer is also responsible for updating the committee’s registration report. Whenever your PAC address, treasurer, affiliation, or bank information is updated, the FEC requires the treasurer to file an updated FEC Form 1. Please note that although the FEC does not require the PAC to report every officer, it remains the treasurer’s responsibility to maintain written record of such officer’s assignment/authorization.

Depositing receipts, authorizing disbursements, and keeping records are also part of the responsibilities delegated to the PAC treasurer by the FEC.  Contact your Account Manager today if you need assistance using PACbuilder to ease your compliance requirements.

101 PACbuilder features to enhance your PAC productivity
Continuing from our last eNewsletter, here are highlights of the next 10 features of PACbuilder that will help boost your PAC productivity and ease compliance with the Federal Election Campaign Act. Send us an e-mail (PACbuilder@capitoladvantage.com) and let us know what you like to see in this section, or contact your Account Manager if you have questions or need assistance with any of these features.

81: Manage PAC Events
Hosting a fundraiser? Having a member recognition/appreciation day? Simply manage these events through PACbuilder. With the PACbuilder event manager, you can create events with details, expected attendance, contribution goal, and expenditure limits.  If your account is setup with the CPW Package, you can have your members RSVP directly online and capture their registration information.  This feature also allows you to set attendance limits on the registration page.  Find out more by clicking File -> Edit Events...

80: Automatically Build Event RSVP Lists
After registration is closed for your event, log on to PACbuilder, click on File -> Export -> Nametags to export the contact, table, guest, and additional registration information provided by registered guests for your event.  This export can be used as your registration check-in list, or to generate Name Tags for registered attendees. It's recess season, so start planning your events.

79: Monitor PAC/In-Kind Chattel
Your PAC might not own vehicles that must be tracked, but in-kind contributions and non-currency properties that belong to the PAC should be monitored and tracked for accountability.  PACbuilder eases this task by allowing you to track all your assets/chattel in the database.  This feature gives you the benefit to calculate the actual value of the PAC in assets and properties in one database.  Click on File -> Assets... today and start adding your assets to PACbuilder.

78: Generate Demographic Reports for Targeted Communications
The searchable “Additional Contact Information” field allows you to store demographic information on your members including, but not limited to, age, party, ethnicity, gender, and biography. Start importing/entering this information today.

77: Connect Your Members to Legislators
Do you have members with personal, professional, or social relationships with legislators?  Linking these members with legislators gives you the ability to “drop familiar constituent names” when speaking with these legislators, potentially the most effective way to influence the outcome.  The link feature is located in the sub-navigation toolbar of every record.

76: Run Comparative Analysis Contribution Searches
With the comparative analysis search in PACbuilder, you can dive into your member's contribution history and compare contributions over two separate periods using separate amounts.   To compare contribution based on Cycle, Cycle-Period, or for any Date Range, go to Search -> Other Financial Searches -> Comparative Analysis today.

75: Automate FEC Report Deadline Reminders
Using the Calendar feature, you can import the FEC reporting schedule and have the system send you an email to remind you of upcoming deadlines.  You never have to wake up at 2AM again wondering if the FEC report deadline is past due.  Click on Tools -> Calendar today and start importing.

74: Automate Data Integrity Reports
Data Integrity Reports (11 different types) inform you of contributions and disbursements that could potentially raise a “red flag” on your FEC Report.  To prevent these red flags from showing up, log on today and create Recurring Data Integrity Reports that will be delivered to you via e-mail.  These reports can be scheduled daily, weekly, biweekly, monthly, e.t.c. Set it up today by clicking on Reports -> Data Integrity Report...

73: Track Member Pledges
The end of the year is rolling around.  This is the time when businesses start strategizing their revenue goals for the next year.  As a PAC, your revenue depends on contributions from your members.  PACbuilder allows you to encourage contribution commitments from these members with the pledge feature.  Record their annual pledges in the system and match it to contributions that they make over the course of the year.  The pledge feature is located in the sub-navigation toolbar of every record.

72: Generate Outstanding Pledge Reports
It's June 30, 2009, and your PAC contributions are far below 50 percent of your goal for the year.  It's time to raise the contribution level, and the best place to start is with members with outstanding pledges. In PACbuilder, go to Reports -> Pledge Reports... and select the Unfulfilled Pledge Report to see a list of your members with outstanding pledges, the amount of the pledge, contribution so far, and outstanding pledge amount.

 

PACbuilder Case Study
The American Academy of Family Physicians (AAFP)


Challenge
: In order to more effectively advocate its issues, the American Academy of Family Physicians (AAFP) decided to start up its first PAC, FamMedPAC. Once this decision was made, the organization needed the program to be up and running effectively in a short period of time.

Solution: The AAFP turned to PACbuilder to manage its PAC in June 2005.

Read the complete case study to find out how PACbuilder continues to help the AAFP manage and grow their PAC.


PAC Jeopardy Answer
An individual or a political committee who receives and forwards an earmarked contribution to a candidate committee.

E-mail the correct question to mkordestani@capitoladvantage.com. The first three people with the correct question will receive a Starbucks gift card.

Question to last edition's PAC Jeopardy Answer: Who is the Custodian of Record? 

The Winner of last edition’s PAC Jeopardy: Carla Lochiatto of ASAE, and B.J. Fullenkamp of Southwest Bell

703.289.4670 · www.pacbuilder.com