Index of Monthly Reports to the CEC

Month of mmmmm, 20yy

Activist Recruitment and Training Committee – Vickie Parker, Chair

Administration Committee – Barb Walters, Vice Chair
Ann Richards Dinner Committee – Carrie Petersen, Chair
Candidate Recruitment and Development Committee (as needed) -
Chair – Mike Rawlins, CCDP County Chair
Communications Team – Sudhir Joshi, Communications Director
Community Outreach Committee – David Evans, Chair
County Convention Planning Team (as needed) –
Coordinated Campaign Committee – John Shanks, Chair
Data Team – JC Puckett, Data Director
Events Committee – Mike Agan and Luisa Haig, Chairs
Executive Director – John Shanks, Executive Director
Finance Committee – David Smith, Interim Treasurer
Fundraising Committee – John Shanks, Chair
Office Manager – Carrie Petersen, Office Manager
Primary Committee (as needed) – Mike Rawlins, Chair and David Smith, Primary Administrator
Voter Protection Team – David Smith, Chair

Monday, May 18, 2020 Page 1

 Activist Recruitment and Training Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget Expense:
Actual Expense:

• Precinct Chair Vacancy Percentage:

o
• Precinct Chair Resignations:
o
• Precinct Chair Appointments by County Chair Needing CEC Confirmation Vote:
o
• Precinct Chair Appointments Needing County Chair and CEC Confirmation Vote:
o
• Precinct Chair Applications Received for Precincts With a Current Chair:
o
• Training Sessions Conducted Last Month (including dates, topics and number of attendees):
o
• Upcoming training sessions (including dates, and topics):
o
• Number of New Volunteers Processed
o

Notes and Voting Items:

Monday, May 18, 2020 Page 2

 Administration Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget (includes facility expense):
Actual (includes facility expense):

• Business related to CCDP Administration:

o
• Business related to CCDP operating rules and policies:
o
• Hiring Update:
o

List of ALL Contracts:

Contract Name Expiration Date Date Renewed

• Status of Up-To-Date Inventory for Collin County Rendition, Admin to fill out and file form by
April 15th. Report on this in February, March and April of each Calendar Year.
o

Notes and Voting Items:

Monday, May 18, 2020 Page 3

 Ann Richards Dinner Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget (Income):
Actual (Income):
Budget (Expense):
Actual (Expense):

Income and Expense Report Attached

Sponsorships to Date:
Tickets to Date:

• List of potential speakers contacted:

o
• Donations greater than $2,500:
o
• Expenditures exceeding $500:
o
• Tasks Completed Last Month including contract information:
o
• Tasks To Be Completed This Month including contract information:
o

Notes and Voting Items:

Monday, May 18, 2020 Page 4

Candidate Recruitment & Development Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

Candidate Recruitment Status:

Office Position Number of Candidates Notes
Committed or Being
Pursued

Training Sessions Conducted Last Month:

Date Topic # of Attendees

Upcoming Training Sessions:

Date Topic Expected # of Attendees

Notes and Voting Items:

Monday, May 18, 2020 Page 5

 Communications Team Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

New Publicity Forms Received Slide:

Constant Contact Report – Last 5 Rally’s Slide:

Rally Subscriber Trend Slide:

Facebook Total Likes Slide:

Facebook Organic Reach Slide:

Facebook Top 3 Posts Slides:

Twitter Stats Slide:

Website Visitors Slide:

• List of Subscriptions for Communications Tools Renewed Last Month (include frequency,
amount and purpose)
o

• List of Subscriptions for Communications Tools Due Next Month (include frequency, amount and
purpose)
o

Notes and Voting Items:

Monday, May 18, 2020 Page 6

 Community Outreach Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

Events in the Last Month:

Date Budget Cost Amt Actual Cost Amt Income # of Attendees
Generated

Upcoming Events:
Date Budget Cost Amt Actual Cost Amt # of Expected
Attendees

Notes and Voting Items:

Monday, May 18, 2020 Page 7

 County Convention Planning Team Report for the Month of mmmmm, 20yy

Team Meeting Date:

Team Meeting Attendees:
Budget (Income):
Actual (Income):
Budget (Expense):
Actual (Expense):

Income and Expense Report Attached

• Donations greater than $2,500:

o
• Expenditures exceeding $500:
o
• Tasks Completed Last Month:
o
• Tasks To Be Completed This Month:
o

Notes and Voting Items:

Monday, May 18, 2020 Page 8

 Coordinated Campaign Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget (Income):
Actual (Income):
Budget (Expense):
Actual (Expense):

Income and Expense Report Attached including costs of raising funds (fees, etc.)

• Donations greater than $2,500:

o
• Candidate Donations:
o
• Expenditures exceeding $500:
o
• Initiatives Completed Last Month:
o
• Initiatives To Be Completed This Month:
o

Coordinated Campaign Efforts This Month

Activity Number of Contacts Notes
Calls
Emails
Door Knocks
Voter Registration
Other Activities

Notes and Voting Items:

Monday, May 18, 2020 Page 9

 County Chair’s Report for the Month of mmmmm, 20yy

Cash Flow and Forecast Attached

• Monthly Summary
o Income / Expense Totals
o Number of New Sustaining Donors
o Number of New Volunteers Processed
o Number of New Precinct Chairs
o Number of Voter Contacts Made
o Number of Newly Registered Voters (That CCDP is aware of)
• CCDP Initiatives Completed Last Month:
o
• CCDP Initiatives to Be Completed This Month:
o
• Other Pertinent CCDP / TDP Information

Monday, May 18, 2020 Page 10

 Data Team Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

• VAN Updates from TDP

o
• Moment Of VAN

Notes and Voting Items:

Monday, May 18, 2020 Page 11

 Events Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

Events in the Last Month:

Date Budget Cost Amt Actual Cost Amt Income Generated # Attendees

Upcoming Events:
Date Budget Cost Amt Actual Cost Amt # Expected Attendees

Notes and Voting Items:

Monday, May 18, 2020 Page 12

 Executive Director Report for the Month of mmmmm, 20yy

Summary of CCDP Initiatives Accomplished in the Past Month:

Summary of CCDP Initiatives to be completed in the Next Month:

What is needed to achieve these initiatives?

Notes and Voting Items:

Monday, May 18, 2020 Page 13

 Finance Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:

Income and Expense Report Attached

Balance Sheet Attached

• Bank Account Balances as of

o Operating
o Admin
o Federal Committee
o TOTAL
• Primary Balance
• Income:
o Sustaining Donors
o Lump Sum Donation
o Misc. Donations
o ARD
o Non-Election Yard Signs
o Itemize Other Income as Required
• Expenses:
o ARD
o Operating Expenses
o Miscellaneous Fundraising
o Itemize Other Expenses as Required
• Net Income
• Summary
• In August, Report on Committees that have and have not submitted budgets to Finance
o

Notes and Voting Items:

Monday, May 18, 2020 Page 14

 Fundraising Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget (Income):
Actual (Income):
Budget (Expense):
Actual (Expense):

NOTE: Please List as Expenses all Fees associated with Fundraising

Fundraising Committee Efforts:

Activity # of Contacts Total Donations Notes
Calls
Emails
Contacts
Other Sources

Individual Fundraising Efforts:

Name/Position Activities Total Donations Notes
Chair
Vice Chair
Fundraising Chair
Fundraising Vice-
Chair
Fundraising
Member #1
Fundraising
Member #2

Current Initiatives:
Initiative Start Date Amount Raised

New Initiatives:
Initiative Start Date Expected Amt Raised

Notes and Voting Items:

Monday, May 18, 2020 Page 15

 Office Manager Report for the Month of mmmmm, 20yy

Current Office Hours:

Changes to Office Hours:

Volunteer Hours or Number of Volunteers:

Increase or Decrease from Prior Month

List Changes to Office Procedures:

Notes and Voting Items:

Monday, May 18, 2020 Page 16

 Primary Committee Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:

Budget or Balance Sheet Attached as Appropriate in the Election Cycle

• For Upcoming Election:

o Number of Candidates Filed for a place on the Primary Ballot
o List of Candidates Attached
o Number of Polling Places
o Election Judges and Alternates Needed
o Clerks Needed
o List of Primary Tasks Completed Last Month
o List of Primary Tasks to be Completed in Upcoming Month
• Primary Balance Sheet Attached
• Post-Election Reporting:
o Voter Turnout Percentage
o Comparison to Prior Elections by Percentage
o Recommendations Sent to Collin County Elections for Future Primaries

Notes and Voting Items:

Monday, May 18, 2020 Page 17

 Voter Protection Team Report for the Month of mmmmm, 20yy

Committee Meeting Date:

Committee Meeting Attendees:
Budget:
Actual:

NOTE: Report on these items as appropriate for place in the election cycle:
• Changes to Election Statutes (for example, status of Vote My Mail for all legislation and appeals)
o
• For Upcoming Election:
o Number of Polling Places (Reported by Primary Committee during Primary)
o Election Judges and Alternates Needed (Reported by Primary Committee during
Primary)
o Clerks Needed (Reported by Primary Committee during Primary)
o CCDP Supplemental Training Sessions in the Last Month (including date and number of
attendees)
o Upcoming CCDP Supplemental Training Sessions (including date)
o Number of Poll Greeters and Poll Watchers Scheduled
§ Poll Greeters –
§ Poll Watchers –
o Polling Locations Selected to deploy Poll Greeters and Poll Watchers (attach priority list
if needed)
o Voter Protection Staffing in Office (include number of volunteers and hours to be
staffed)
o Attorney coverage during voting (include number of attorneys and hours to be staffed)

• Post-Election Reporting:
o Number of Poll Greeters and Poll Watchers Deployed
§ Poll Greeters –
§ Poll Watchers –
o Polling Locations with Poll Greeters and Poll Watchers (attach list if needed)
o Voter Protection Staffing in Office (include number of volunteers and hours that were
staffed)
o Attorney Coverage During Voting (include number of attorneys and hours staffed)
o Number of Calls Logged to CCDP Office with Voter Protection Complaints
§ Number of Calls Resolved by Voter Protection Staff
§ Number of Calls Routed to Collin County Elections Office
o Number of Provisional Ballots Cast by Polling Place – Attached
o Results of survey of Democratic Poll Workers - Attached

Notes and Voting Items:

Monday, May 18, 2020 Page 18