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FEC
Compliance and Reporting
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Take
the headaches out of - and bring institutional knowledge
and continuity to - FEC compliance and reporting.
- Prepare
all required FEC reports.
- Prepare
all FEC Amendments if needed.
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- Prepare
and submit all responses to FEC inquiries.
- Prepare
monthly financial status reports for principals.
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Accounting
and Accountability
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Ensure
the financial management of your organization is being
conducted using generally accepted accounting principles.
- Vet,
process and track all contributions.
- Reconcile
accounts monthly.
- Coordinate
with accountants and / or financial institutions.
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- Oversee
and / or generate all disbursements.
- Process
all receipts and disbursements.
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Past
Cycle Audits
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A
review of previous cycles of activity can potentially
save your organization thousands of dollars in fees
and penalties.
- Review
previous cycle(s) FEC reports for compliance.
- Reconcile
previous cycle(s) reports to financial statements.
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- Prepare
any necessary FEC amendments
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FEC
Audit Representation
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Have
veterans of the FEC audit process manage your audit
and represent you before the commission.
- Perform
pre-audit review to determine level of exposure
- Coordinate
and gather all additional financial information
determined to be necessary.
- Draft
interim and final responses to FEC finding.
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- Prepare
all necessary amendments.
- Work
hand-in-hand with the FEC's audit staff, providing
information as requested, researching legal
questions and presenting legal arguments.
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Database
Development and Management
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Develop
and maintain a database that is a clean and accurate
tool for FEC reporting, targeted fundraising, donor
communications and strategic planning.
- Integrate
and / or convert database to new FEC reporting
systems.
- Purge
duplicate records periodically.
- Prepare
and provide weekly or monthly updates of database.
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- Develop
a meaningful coding system for all contribution
and disbursement records.
- Prompt
data entry and feedback of database updates
to ensure accuracy and avoid excessive contributions.
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Communication
Plans
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Standardize
and enhance the professionalism of your communications
with contributors and supporters.
- Prepare
re-designation and re-attribution letters to
contributors.
- Verify
contributor information such as federal / non-federal
status, occupation, employer, address, citizenship,
etc.
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- Draft
direct mail solicitation letters and other donor
communications.
- Draft
and send thank you letters to contributors.
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Strategic
Planning
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Cultivate
strategies that inform your decision-making and enhance
your ability to focus on the future.
- Prepare
mission statements, statements of purpose, and
other documents to focus your campaign.
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- Develop
tactics and budgets to achieve campaign goals.
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Coordination
and Training
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In
the heat of battle it can be difficult for campaign
teams to know who is doing what; Evans & Katz will
work to make sure details are not ignored.
- Liaison
between internal staff, outside consultants,
accountants, legal counsel and relevant party
committee entities.
- Facilitate
staff retreats and other internal planning sessions.
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- Organize
and train (on-site) staff on procedures for
maintenance of office records, proper reporting
and accounting procedures and accepted reporting
formats.
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Other
Consulting Services
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Need
someone to pinch hit with other organizational initiatives?
- Research
and prepare contributor profile reports.
- Prepare
call lists for principals.
- PAC
and / or individual fundraising.
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- Staff
principals during telephone solicitation sessions.
- Prepare
"Financial Disclosure Reports."
- Maintain
relationships, and foster new ones, with key
donors or VIPs.
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