[Ethics and Governance Committee on September 25, 2025]
[00:00:20]
I AM COUNCILOR JOAQUIN MARTINEZ, AND I'M THE CHAIR OF THE COMMITTEE.
IT IS NOW, UH, TWO 30, AND I'M PLEASED TO CALL THIS MEETING TO ORDER.
I'D LIKE TO START BY RECOGNIZING, UH, MY COLLEAGUES THAT HAVE JOINED US TODAY.
WE HAVE COUNCIL MEMBER RAMIREZ.
UM, ONLINE WE HAVE COUNCILOR HUFFMAN, AND WE HAVE STAFF FROM COUNCIL MEMBER PECK, COUNCIL MEMBER, UH, CAYMAN COUNCIL MEMBER CASTILLO'S OFFICE, MAYOR PRO TIM CAST TATUM'S OFFICE, AND, UH, COUNCIL MEMBER SALLY ALCORN'S OFFICE.
UM, AS A REMINDER, THE COUNCIL MEMBERS, PLEASE HOLD YOUR QUESTIONS, UH, UNTIL THE END OF THE DEMONSTRATION WHEN YOU'RE RECOGNIZED.
UM, IF YOU COULD, UH, SPEAK CLEARLY INTO THE MIC, I WILL WILL LET YOU, UH, KNOW WHEN YOUR THREE MINUTES FOR QUESTIONS HAS COME TO AN END.
UH, AND I WANNA SWITCH OVER TO THE MEETING AGENDA.
WE'VE BEEN JOINED BY STAFF FROM COUNCIL MEMBER TIFFANY THOMAS'S OFFICE AS WELL.
UH, TODAY'S COMMITTEE MEETING WILL RECEIVE A DEMONSTRATION FROM ONE MEETING, PUBLIC SPEAKER AND PUBLIC COMMENT FUNCTIONALITY AND COUNCIL RULE REGULATIONS.
UH, THIS IS SOMETHING THAT, UH, MANY OF YOU ALL KIND OF PARTICIPATED IN, BUT WE WANT TO TALK TO YOU, EVERYONE AND TO THE PUBLIC TO MAKE SURE THAT THEY UNDERSTAND, UH, THE PUBLIC, UH, SIDE OF, OF THIS, UH, PROGRAM.
UH, THE SECOND ITEM IS TO, IS A DEMONSTRATION ON RFD CAMPAIGN FINANCE LOBBYING AND PERSONAL FINANCIAL STATEMENTS MANAGEMENT SYSTEM.
THIS IS SOMETHING THAT WE'VE BEEN TALKING ABOUT, UH, BEGINNING OF LAST YEAR.
UH, WE'VE BEEN ANXIOUS AND, AND REALLY WANTING TO SEE HOW WE CAN CHANGE, UH, MODERNIZE, UH, OUR CAMPAIGN FINANCE REPORTING LOBBYING AND PERSONAL FINANCE BEINGS.
AND SO, UM, WITH THAT, I'M GONNA TURN IT OVER TO OUR FIRST PRESENTER.
YOU HAVE MARTA
UM, COUNCIL MEMBERS AND STAFF, UH, THANK YOU FOR ALLOWING US THIS TIME TO DO THIS QUICK PRESENTATION FOR YOU.
UM, I HAVE BEEN WORKING AT, WITH THE IT TEAM AND MY PROGRAM, MY, UH, PROJECT MANAGER HERE AT, AT, IN, UH, HITS, UM, BRITTANY TATES FOR GOODNESS, PROBABLY SIX MONTHS ALTOGETHER, GETTING THE STATEMENT OF WORK AND EVERYTHING PROCESS.
I KNOW SEVERAL OF YOU HAVE TAKEN THE TRAINING FOR THE USER TRAINING FOR ONE MEETING.
THIS, HOWEVER, WILL SPECIFICALLY BE ABOUT PUBLIC INTERACTION WITH THAT SYSTEM.
UM, SO I WANTED TO INTRODUCE SUSAN SPENCER, WHO'S WITH GRANICUS SO THAT SHE CAN WALK YOU THROUGH WHAT THE FUNCTIONALITIES ARE THAT THE SYSTEM CURRENTLY HAS.
SUSAN, I, I KNOW WE TESTED EARLIER, BUT ARE YOU ONLINE? I AM, YES.
YEAH, IF YOU'LL GO AHEAD WITH YOUR PRESENTATION, PLEASE.
I'M GONNA SHARE OUT MY SCREEN AND JUST MAKE SURE EVERYBODY CAN SEE THAT.
SO ON THE SCREEN RIGHT NOW IS, UM, WHAT WE CALL OUR PUBLIC PORTAL.
THIS IS WHERE YOUR CONSTITUENTS WOULD GO TO VIEW MEETINGS, UM, AND TO SIGN UP TO SPEAK OR COMMENT.
YOU'LL NOTICE ON THE LEFT HAND SIDE OF MY SCREEN, I HAVE CURRENT AND UPCOMING MEETINGS.
AND I HAVE THIS SAMPLE MEETING RIGHT HERE, CITY COUNCIL MEETING FOR MEMBER TRAINING.
IF I SCROLL TO THE FAR RIGHT HAND SIDE OF THE SCREEN, I'LL SEE THE OPTIONS COLUMN.
I HAVE A LITTLE, UH, MICROPHONE RIGHT HERE AND A LITTLE SPEECH BUBBLE HERE.
IF I CLICK ON THE MICROPHONE, IT'S KIND OF HARD TO SEE WITH MY MOUSE, BUT A LITTLE POPUP COMES UP THAT SAYS, REQUEST TO SPEAK.
IF I CLICK ON THAT, IT'S GOING TO GIVE ME A CHOICE OF EITHER SECTIONS OR ITEMS TO, UM, SO I HAVE TO SPEAK ON, RIGHT NOW, WE JUST HAVE PUBLIC SPEAKERS ENABLED.
IF I WANT TO SPEAK ON PUBLIC SPEAKERS, I'LL CLICK ON THAT CHECK MARK AND THEN CLICK ON NEXT.
FROM HERE, I CAN EITHER SAY I'M FOR AGAINST OR NO POSITION.
AND THEN THIS IS GOING TO ASK ME TO ENTER MY FIRST NAME, MY LAST NAME, MY ADDRESS, PHONE NUMBER AND TOPIC.
AND THEN DOWN HERE WOULD BE MY TOPIC.
I JUST USE MY TRAFFIC LIGHTS AS MY EXAMPLE HERE.
[00:05:02]
I'LL CLICK ON SUBMIT.I'LL GET A MESSAGE THAT MY SPEAKER REQUEST WAS SUBMITTED.
AND THEN I CAN GO ON WITH MY DAY.
IF I WANT TO SUBMIT A COMMENT, I'LL COME BACK OVER THE SAME SPOT.
JUST CLICK ON THE LITTLE COMMENT BUBBLE.
AND YOU CAN SEE IT KIND OF SAYS COMMENT.
IT'S A LITTLE HARD TO SEE UNDER MY HAND.
SO I'M ALLOWED TO COMMENT ON THIS PUBLIC SPEAKERS SECTION OF THE AGENDA.
OVER ON THE RIGHT HAND SIDE, IT MIGHT BE HARD TO SEE, BUT THERE'S A PLUS SIGN TO ADD COMMENT.
AGAIN, CHOOSE NO POSITION FOR OR AGAINST.
THIS IS WHERE, SO PUT MY COMMENT IN THERE.
YOU SEE QUITE A LOT OF SPACE TO TYPE IN.
WHEN I'M DONE, CLICK ON SUBMIT.
IF IT ALLOWS ME, IF I NEED TO ADD A SECOND COMMENT SOMEWHERE ELSE IN THE AGENDA, I COULD DO THAT.
IN THIS CASE, I JUST NEED THE ONE COMMENT AGAIN, CLICK ON NEXT.
MY NAME, ADDRESS, PHONE NUMBER, AND TOPIC.
LET'S DO THE TRAFFIC LIGHT RIGHT THERE.
OKAY, CLICK ON SUBMIT AND THEN I'LL GET THE MESSAGE THAT THE COMMENT WAS SUBMITTED.
SO FROM THE PUBLIC PERCE, UM, PERSPECTIVE, FOR YOUR CONSTITUENTS, THAT'S ALL THEY WOULD NEED TO DO WOULD JUST BE LOG IN HERE, CHOOSE EITHER TO SPEAK OR TO COMMENT, FILL OUT THE REQUIRED INFORMATION AND SUBMIT IT.
MARTY, WOULD YOU LIKE ME TO GO INTO THE CLERK SIDE? WOULD YOU GO AHEAD AND JUST SHOW HOW THAT WOULD APPEAR FOR COUNCIL MEMBERS DURING THE MEETING? MM-HMM
LET ME PULL UP MY COUNCIL MEMBER LOGIN.
SO I HAVE MULTIPLE SCREENS GOING ON HERE.
UM, SO I AM LOGGED IN RIGHT NOW AS A COUNCIL MEMBER.
LEFT HAND SIDE OF MY SCREEN ARE ALL OF MY SECTIONS.
I'LL SEE ALL OF MY ITEMS. UM, BUT RIGHT HERE WE'RE LOOKING AT THIS PUBLIC SPEAKERS SECTION.
IF I CLICK ON PUBLIC SPEAKERS, ACTUALLY IT'S ALREADY ENABLED.
ON THE RIGHT HAND SIDE, I'M GOING TO SEE A SPEAKER'S TAB.
AND IF I CLICK ON THAT SPEAKER'S TAB, UM, DEPENDING ON ME REFRESH THIS REAL QUICK, I THINK I MIGHT NEED TO DO THAT AND BEAR WITH ME.
SO ON MY SPEAKERS TAB, THIS IS WHERE I CAN SEE IF A MEMBER SIGNED UP TO SPEAK AT THE TOP.
AND THEN DOWN HERE IS WHERE I WOULD SEE MY PUBLIC SPEAKERS, THOSE WHO HAVE SIGNED UP TO SPEAK IF YOU WANT TO, OR IF YOU DECIDE TO DO THAT, YOU CAN CLICK ON THE SPEAKER THEMSELVES.
UM, AND IF THE CLERK STARTS THE TIMER, YOU'D BE ABLE TO SEE THE TIMER.
SO LET ME, LET ME DO THAT FROM THE CLERK SIDE.
BEING DIFFICULT FOR ME RIGHT NOW.
SO THE CLERK HAS THE OPTION TO START THE, UM, START THE TIMER.
YOU ALSO CAN SEE THE INFORMATION ABOUT THAT SPEAKER.
AND THEN FROM THE CLERK SIDE OR FROM THE, I'M SORRY, THE MEMBER SIDE, THIS IS WHAT YOU WOULD BE ABLE TO VIEW RIGHT HERE.
AND THAT TIME, I DON'T HAVE THE TIME.
YOU CAN'T TOGGLE THAT, YOU KNOW, DOWN TO ONE MINUTE OR TWO MINUTES IF WE NEED TO.
YES, THE CLERK HAS THE OPTION TO TOGGLE THAT OR MAKE CHANGES TO THAT ON AN INDIVIDUAL BASIS AS NEEDED.
AND THEN ONCE, LEMME MOVE THIS OVER TO THIS SIDE PERHAPS.
SO YOU CAN SEE ONCE THEY START THE TIMER, TIMER WILL APPEAR HERE.
SO YOU CAN FOLLOW ALONG WITH THAT.
YOU CAN SEE THE CLERK IS ABLE TO EDIT THE INFORMATION AS THE TIMER STARTS TO GO DOWN.
IT WILL TURN, UM, AN ORANGE COLOR TO KIND OF LET YOU KNOW THAT TIME IS ENDING UP UNTIL IT'S OVER.
AND SUSAN, WE DO HAVE THE ABILITY TO CREATE, UH, A LIST SO THE CLERK WOULD BE ABLE TO, TO RUN A REPORT THAT WOULD SHOW US WHO ALL HAS SIGNED UP TO SPEAK TO ANY GIVEN MEETING.
SO BACK AT THE ADMINISTRATION OR THE CLERK LEVEL RIGHT HERE, UM, WE HAVE REPORTING AND WE HAVE SOMETHING CALLED A PUBLIC COMMENT REPORT.
UM, IF I CLICK ON THE PUBLIC COMMENT REPORT, THE SYSTEM WILL PROMPT ME TO CHOOSE WHAT MEETING I WANT TO
[00:10:01]
RUN THIS REPORT FOR.SO I CAN SEE THAT UNDER PUBLIC SPEAKERS.
I HAVE THESE COMMENTS HERE, AND WE CAN EXPORT THEM TO PDF IF WE NEED TO.
AND THEN THE SAME WITH THE PUBLIC SPEAKERS.
WE CAN RUN THIS PUBLIC SPEAKER REPORT AHEAD OF TIME OR WHENEVER YOU NEED TO.
AND THEN THIS WILL SHOW, IT'S THIS SECTION, OBVIOUSLY IT'S ALWAYS GONNA BE YOUR PUBLIC SPEAKER SECTION, BUT IT'LL HAVE THE FIRST NAME, LAST NAME, ADDRESS, PHONE NUMBER, AND THEN THE TOPIC.
AND THIS TOO CAN BE EXPORTED INTO EXCEL.
SO THE REPORTING FUNCTION ISN'T AVAILABLE TO THE COUNCIL MEMBERS, BUT WE AS CLERKS, CITY SECRETARY OFFICE AND THE ADMIN, UH, THE AGENDA OFFICE WOULD HAVE THE ABILITY TO RUN THIS REPORT AND MAKE IT AVAILABLE PERIODICALLY SO THAT COUNCIL AND THE MAYOR'S ASSISTANCE OFFICE, FOR INSTANCE, WOULD BE ABLE TO GET AN ACTUAL PRINTED LIST OR A NOT PRINTED, WE'RE NOT PRINTING EXCEL LIST OF EVERYBODY WHO SIGNED UP TO SPEAK.
AND THEN SUSAN, WE, WE HAVE THE ABILITY TO TURN THE COMMENT AND THE PUBLIC SPEAKING ON AND OFF FOR EACH CATEGORY, CORRECT? NOT FOR EACH ITEM, BUT FOR A PARTICULAR CATEGORY.
UM, YOU CAN, FOR EACH SECTION, YOU CAN DO IT FOR EACH SECTION.
AND ACTUALLY CAN THE ITEM SECTION, I'M SORRY, NOT CATEGORY SECTION.
SO RIGHT NOW WE JUST HAVE THAT TURNED ON FOR PUBLIC COMMENTS, BUT WE COULD TURN IT ON OR OFF FOR OTHER SECTIONS OR EVEN, UM, INDIVIDUAL ITEMS IF WE NEEDED TO.
BUT THAT IS ON A, AND THAT'S ON AN AGENDA BY AGENDA BASIS, MEETING BY MEETING BASIS.
UM, WE CAN ALSO TURN OFF SPEAKERS OR COMMENTS ON A MEETING BY MEETING BASIS TOO.
SO I KNOW THERE'S A TOGGLE FOR US SO THAT THE CLERKS, SO THAT WE CAN, UM, TURN OFF THE ABILITY TO CLICK ON EITHER OF THOSE ICONS AT A PARTICULAR TIME, CORRECT? YES.
WE CAN SAY YOU CAN ONLY SIGN UP UNTIL, SAY, THREE O'CLOCK ON MONDAY OR SOMETHING LIKE THAT.
YES, WE HAVE, WE, WE, WE HAVE CUTOFF DATES.
SO YES, UP TO A CERTAIN POINT, ONCE THAT CUTOFF DATE APPEARS, WHEN THE PUBLIC GOES IN HERE, THEY'LL NO LONGER SEE THAT, UM, SPEAKER OR THAT COMMENT SECTION.
YOU DON'T HAVE TO TURN ON BOTH.
YOU CAN TURN ON JUST PUBLIC SPEAKER OR JUST COMMENT.
SO IT'S, IT'S FLEXIBLE IN THAT RESPECT.
AND THAT'S ALL I RECALL FROM YOUR FABULOUS TRAINING, SUSAN.
SO IF YOU HAVE SOMETHING ELSE YOU WANTED TO TALK ABOUT WITH REGARD TO SIGNUP, PLEASE LET US KNOW.
UM, THAT'S ALL THE FUNCTIONALITY I REMEMBER.
THAT'S, THAT'S PRETTY MUCH IT.
I THINK SUSAN AND I HAVE TALKED ABOUT IT SEVERAL TIMES, SO GLAD TO HEAR MY MEMORY IS NOT FAULTY.
UM, THERE MIGHT, THERE ARE SOME QUESTIONS SO WE CAN ALL STAY ONLINE.
UM, BEFORE THAT, I JUST WANNA ALSO WELCOME, UH, STAFF FROM DISTRICT E AND AT LARGE FOUR THAT HAVE JOINED US ONLINE.
UM, AND I THINK IT'S, YOU KNOW, I KNOW THAT AS WE SEE THIS AND THIS KIND OF SHIFT, UH, INTO A MORE TECH SAVVY COUNCIL, UH, SOME OF THE, SOME OF THE CHALLENGES THAT COME COME UP IS, YOU KNOW, UM, HOW DO WE GET THIS INFORMATION OUT TO THE COMMUNITY, MAKING SURE THAT THEY KNOW HOW TO PARTICIPATE IN THIS, UM, NEW SIGNUP OPTION.
UM, YOU KNOW, AND SOME OF THE OTHER THINGS THAT, THAT I THINK, UH, WOULD MAYBE CALM SOME OF THE KIND OF NERVOUSNESS WITH, WITH, UH, JUST COLLEAGUES UP AROUND THE HORSESHOE IS YOU CAN STILL HAVE THE PRINT OPTION.
SO WE'LL CONTINUE TO RUN PUBLIC SESSION THE SAME WAY.
IT'S MORE OF THE, THE KIND OF BACK OFFICE BEHIND THE SCENES ON HOW THAT'S GONNA BE, UH, HOW WE'RE RE HOW WE'RE GONNA BE IMPLEMENTING THAT WITH THE COMMUNITY.
AND SO, UM, IF, ARE THERE ANY, UM, ANY NOTICES THAT WE'RE GONNA BE SHARING SOON, UM, WHAT IS IT, WHAT DO THEY LOOK LIKE AND HOW CAN WE HELP MAKE SURE THAT, UM, COMMUNITY KNOW THAT THIS, THIS CHANGE IS COMING? IT'S A LITTLE DIFFICULT BECAUSE THERE, THERE ARE A COUPLE ISSUES WITH OUR CODE OF ORDINANCE ARE CHAPTER TWO DASH TWO COUNCIL RULES.
ONE OF THE MAIN THINGS IS THAT CURRENTLY IT ONLY ALLOWS FOR SPEAKERS TO SIGN UP VIA MAIL, EMAIL, FAX, OR PHONE.
SO WE WOULD NEED A CHANGE TO ALLOW US TO SIGN UP USING ANY, YOU KNOW, ANY ENABLED SOFTWARE SYSTEM.
SO WE WOULD NEED THAT CHANGED BEFORE WE COULD FULLY IMPLEMENT THIS.
THERE ARE A COUPLE OTHER ISSUES WITH THE COUNCIL RULES.
FOR INSTANCE, IT SAYS THAT WE'RE SUPPOSED TO GROUP PEOPLE BY TOPIC.
UM, UNLESS WE ARE SIGNING UP UNDER A PARTICULAR AGENDA ITEM, WE DO NOT HAVE THE ABILITY IN ONE MEETING TO MOVE SPEAKERS AROUND.
SO IT'S A FIRST COME, FIRST SERVES, UM, UH, PROCESS, AND THERE'S NO ABILITY TO REORDER THE LIST OF SPEAKERS.
WE MIGHT BE ABLE TO DO THAT, UM, ONCE WE EXPORT INTO EXCEL, BUT WITHIN ONE MEETING, THERE'S NO WAY TO MOVE FOLKS AROUND.
SO WE'RE TRYING TO WORK THAT OUT
[00:15:01]
AND SEE IF THERE'S ABILITY TO HAVE CITY SECRETARY MAYBE ENTER INTO ONE MEETING.UM, FOR RIGHT NOW, UNTIL WE GET SOME, UH, HOPEFULLY COUNCIL WILL, WILL AGREE TO DO SOME CHANGES TO THOSE COUNCIL RULES TO ALLOW US TO FULLY IMPLEMENT.
AND SO IT'LL BE, UH, UH, AN AMENDMENT TO THAT, THAT COUNCIL RULE, BECAUSE I WOULD ASSUME THAT THERE ARE FOLKS THAT ARE NOT GONNA BE ABLE TO GET ONLINE, AND SO THEY CAN STILL CALL IN AND SOMEONE FROM THE CITY SECRETARY'S OFFICE WOULD BE ABLE TO ULTIMATELY TYPE IN ALL THIS INFORMATION FOR THEM AS WELL.
THAT WOULD BE THE PLAN IS THAT FOR SOMEONE WHO ISN'T ABLE TO LOG IN AND SIGN THEMSELVES UP, THEY WOULD SIMPLY CALL, THE OPTIONS WOULD STILL BE THERE, MAIL, EMAIL, FAX OR, OR PHONE CALL.
AND THEN CITY SECRETARY WOULD USE THAT INFORMATION TO ADD THEM INTO THE ONE MEETING SYSTEM ON THEIR BEHALF.
UH, WE HAVE SOMEONE ONLINE AS WELL FROM COUNCILOR TAR JACKSON'S OFFICE.
AND WE HAVE, UH, STAFF FROM COUNCILOR ALCORN'S OFFICE.
YEAH, WE'RE KIND OF MENTIONING IT, BUT I GUESS, SO PEOPLE CAN STILL CALL AND SIGN UP TO SPEAK THROUGH THE CITY SECRETARY'S OFFICE? THAT'S CORRECT.
UM, SO IF SOMEONE CALLS OUR OFFICE AND IS HAVING TROUBLE SIGNING UP TO SPEAK, ARE WE ABLE TO, OR WE SHOULD DIRECT THEM TO THE ANY ANYONE CAN CLICK ON THAT.
YOU WOULD BE ABLE TO DO THAT FOR THEM.
AND THEN I ASSUME LIKE THIS SIGN UP LINK AND EVERYTHING'S GONNA BE POSTED ON THE CITY SECRETARY'S OFFICE? WE DON'T, LIKE I SAID, BECAUSE WE DON'T HAVE THE, THE RULES DON'T ALLOW US TO SIGN UP THAT WAY CURRENTLY, WE'RE NOT GONNA BE ABLE TO PUT THAT OUT THERE AT THIS TIME.
SO WE'RE WORKING WITH CITY SECRETARY, UM, THAT OFFICE IS LEARNING FIRST HOW TO RUN A LIVE MEETING MM-HMM
WITH COUNCIL MEMBERS, VOTING AND QUEUING.
AND THEN THE NEXT STEP WOULD BE TO SEE IF WE CAN IMPLEMENT PUTTING NAMES INTO ONE MEETING, HAVING THEM PUT NAMES INTO ONE MEETING AND SEE IF WE CAN MANAGE THAT WITHOUT THE, WITH THE FEWEST NUMBER OF COUNCIL RULE CHANGES, IF THAT MAKES SENSE.
AND THEN I KNOW ESPECIALLY DISTRICT COUNCIL OFFICES ARE CHECKING THAT SHARED DOCUMENT OF SPEAKERS, UM, LEADING UP TO PUBLIC SESSION.
WILL THERE BE SOMETHING SIMILAR FOR COUNCIL? WE WOULD RUN THAT REPORT AND THEN MAKE THAT EXCEL SPREADSHEET AVAILABLE, AND IT'LL PROBABLY POST, WE PROBABLY POST IT IN THAT SAME SHAREPOINT FOLDER.
WHERE WE HAVE IT NOW, WE WOULD JUST UPDATE THE REPORTS AND PUT A NEW REPORT OUT THERE.
AND THEN, I GUESS YOU SAID YOU CAN'T MOVE PEOPLE AROUND, BUT WILL THEY BE, ARE PEOPLE ABLE TO SIGN UP FOR NON AGENDA ITEMS AND THAT'LL CURRENT, CURRENTLY THE RULES REQUIRE THAT.
SO WE WOULD, SO MY INITIAL THOUGHT WAS THAT IF WE WANTED TO, WE COULD TURN ON THE PUBLIC SPEAKER OPTION FOR ALL OF THE AGENDA ITEMS. AND THEN FOR THAT TOP SECTION THAT SAYS, YOU KNOW, SIGN UP BY TWO O'CLOCK TWO AND LET US KNOW IF YOU NEED A TRANSLATOR, I CAN MAKE THAT SECTION AVAILABLE FOR SIGNUP.
SO IN THEORY, WE COULD DIRECT FOLKS TO SIGN UP FOR THE VARIOUS AGENDA ITEMS IF THEY'RE GONNA SPEAK ON AGENDA ITEMS, AND THEN ANYBODY WHO'S NOT SPEAKING ON AN AGENDA ITEM WOULD SIGN UP FOR THAT, THAT TOP SECTION.
THAT'S HOW I WAS INITIALLY LOOKING AT IT.
UH, STAFF FROM COUNCIL MEMBER CASTILLO'S OFFICE, UM, WHEN PEOPLE SIGN UP ONLINE, DO THEY GET A CONFIRMATION THAT THEIR SIGNUP HAS BEEN RECEIVED OR THAT THEY'RE IN SOME LIST? OH, THAT I DON'T KNOW.
SUSAN, DO YOU KNOW IF THERE'S A CONFIRMATION EMAIL THAT GOES OUT? NO, NOT THAT I'M AWARE OF.
IT'S JUST THAT MESSAGE WHEN THEY CLICK ON SUBMIT AND IT JUST SAYS IT WAS SUBMITTED.
IS, IS THAT A FUNCTION THAT COULD BE TURNED ON? BECAUSE I, I KNOW WE'VE BEEN TRAINED, YOU KNOW, WHEN WE DO SOMETHING ONLINE, WE USUALLY GET A CONFIRMATION OF SOME KIND.
SO I WOULD EXPECT, LIKE IF I DID THAT ACTION, THAT I WOULD GET A CONFIRMATION OF SOME SORT.
I CAN LOOK INTO THAT FOR YOU AND FIND OUT IF THAT'S SOMETHING THAT WE CAN DO.
AND THEN ON THE SECTION WHERE IT, IT WAS LIKE, CLICK TO SIGN UP AS A SPEAKER OR COMMENT, IS THERE ANY, 'CAUSE I WOULD'VE MISSED THAT, JUST LOOKING AT IT MYSELF, THAT, THAT TINY LITTLE BOX, IS THERE ANY WAY TO MAKE THOSE MORE PROMINENT SO THAT SOMEONE WHO MAYBE IS LEARNING THIS FOR THE FIRST TIME OR HARD OF SEEING, OR REALLY ANYONE COULD SEE THAT MORE PROMINENTLY? SUSAN, COULD WE CHECK WITH, UM, OUR CONFIGURATION FOLKS AND SEE WHAT CHANGES WE CAN MAKE TO THAT PAGE? YEAH.
I'M JOTTING THAT DOWN FOR, FOR THEM.
WE'LL SEE WHAT CHANGES WE CAN MAKE IN TERMS OF FONT SIZES OR FORMATTING OF THAT PAGE TO SEE IF WE CAN MAKE IT MORE PROMINENT.
WE HAVE NO MORE FURTHER QUESTIONS.
UM, BUT I, I GUESS JUST ONE LAST ONE FOR ME.
UM, AS, AS WE'RE LOOKING AT MOVING THINGS ON THE TECHNOLOGY SIDE, UM, AND NOW HAVING CONVERSATIONS ABOUT COUNCIL RULE TO BE ABLE TO ADD FOLKS ON, UH, ONLINE, UM, I, IS THERE ANY CONVERSATIONS ABOUT WHEN'S THE LAST DAY TIME TO BE ABLE TO
[00:20:01]
SIGN UP BECAUSE OF HOW, YOU KNOW NOW HOW QUICKLY YOU CAN DO THIS? OR ARE WE LOOKING AT KEEPING THE SAME, SAME, UH, RULES FOR THEM? WE, UM, THE MAYOR AS YOU KNOW, OFTEN COMMENTS ABOUT HOW PEOPLE SHOULD BE ABLE TO SIGN UP THE SAME DAY.THIS IF IMPLEMENTED WOULD CERTAINLY MAKE THAT EASIER.
UM, THE ONE THING I POINT OUT TO HIM WHENEVER HE SAYS THAT, AND I'LL POINT OUT TO YOU ALL, IS THAT THE LATER THEY SIGN UP, THE LESS INFORMATION WE'LL HAVE.
SO FOLKS WHO SIGN UP ON A TUESDAY, FOR INSTANCE, MOST LIKELY WILL NOT HAVE A MEMO THAT YOU ALL CAN REFERENCE.
THAT'S THE ONLY DOWNSIDE TO IT.
BUT WE CAN CERTAINLY CHANGE THAT TIME AT, AT ANY TIME.
WE COULD GO AHEAD AND CHANGE THAT NOW IF WE WANTED TO.
AND I KNOW RIGHT AT THE, UH, AT NOW, CURRENTLY, IF SOMEONE HAS NOT HAD TIME TO SIGN UP, UH, MY COLLEAGUES AND I, UH, WE'VE USUALLY HAVE BEEN ABLE TO ADD 'EM TO IT MM-HMM
BUT, UM, I THINK HOWEVER WE CAN SHIFT COMMUNITY TO MAKE SURE THAT THEY ARE, UH, DOING THEIR PART AS WELL WOULD BE HELPFUL.
SO, AND WE WOULD STILL HAVE THAT OPTION, LIKE DURING THE PUBLIC SESSION, IF A COUNCIL MEMBER MADE A MOTION TO ADD A PARTICULAR PERSON TO THE LIST, CITY SECRETARY AND I BOTH WOULD HAVE THE ABILITY TO ADD THAT PERSON IN AS A PUBLIC SPEAKER.
AGAIN, IT WOULD BE AT THE BOTTOM OF THE LIST, WHATEVER LIST WE'RE LOOKING AT.
UM, BUT WE WOULD BE ABLE TO ADD THEM VIA COUNCIL MOTION AT DURING THE MEETING.
SO THAT OPTION WOULD STILL BE THERE.
AND, AND AS WE'RE LOOKING AT THESE COUNCIL ROLES, DO YOU ANTICIPATE A TIMELINE FOR WHEN WE COULD BRING THAT UP AROUND THE HORSESHOE? I, I WOULD, I WOULD LIKE TO LOOK AT THAT AFTER WE FULLY IMPLEMENTED.
SO I'M, I'M HAPPY TO PUT ALL THAT TOGETHER FOR, YOU KNOW, END OF OCTOBER PERHAPS.
UH, WE'RE LOOKING AT DOING OUR FIRST LIVE ONE MEETING MEETING ON OCTOBER 14TH AND 15TH, SO IT WOULD BE AFTER THAT.
JUST NEED TO MAKE SURE THAT THAT SYSTEM WORKS FOR THE COUNCIL AGENDA AND THEN WE'LL WORK ON THE CHANGES NECESSARY FOR A PUBLIC SESSION.
BUT I DID WANNA SHOW YOU ALL WHAT THE CAPABILITIES WERE.
I WANNA, UM, MAR I THINK YOU'RE GONNA STAY HERE FOR THE NEXT PRESENTATION.
SO WE HAVE THEM COMING ON AT THREE.
UM, I DO HAVE A FEW MORE THINGS THAT I COULD COMMENT ON IF YOU LIKE.
UM, SO I WAS REVIEWING THE COUNCIL RULES.
UM, AND, AND ONE OF THE THINGS THAT WOULD BE A LITTLE DIFFICULT FOR US TO IMPLEMENT WITH THE NEW SYSTEM IS THE ONE, TWO OR THREE MINUTE NON AGENDA, AN AGENDA.
UM, MY THOUGHT IS THAT PERHAPS IT WOULD BE EASIER FOR US TO PICK A SINGLE TIME, AND THEN FOR AGENDA SPEAKERS, HAVE THEM SIGN UP FOR THE PARTICULAR ITEMS. SO RATHER THAN SIGN UP AND SAY YOU'RE SPEAKING ON AN AGENDA ITEM, YOU WOULD SIMPLY GO TO ITEM NUMBER FIVE, CLICK ON THE MICROPHONE, AND THEN SIGN UP UNDER ITEM NUMBER FIVE.
AND THEN WE WOULD SIMPLY GO THROUGH THE AGENDA LOOKING AT THE PUBLIC SPEAKERS CALLING ON THEM IN ORDER.
SO YOU WOULD DO ITEM NUMBER ONE FOLLOWED BY ITEM NUMBER TWO AND ITEM NUMBER THREE.
SO THAT WOULD BE A POSSIBILITY.
THEN WE COULD STILL HAVE THE SIGN UP FOR NON-AG AGENDA SPEAKERS UNDER THAT SECTION.
UM, AGAIN, IT'S A LITTLE DIFFICULT TO MANAGE THE TIMES.
SO IF, IF, FOR INSTANCE, WE DECIDED THAT EVERYBODY GETS TWO MINUTES NO MATTER WHAT, THEN THAT WOULD BE EASIER TO IMPLEMENT WITH THE ONE MEETING SYSTEM.
UM, WHAT ELSE WAS I GOING TO TELL YOU? THERE WAS ONE OTHER COMMENT THAT I HAD.
WE DID THE ONLINE, OH, AND THEN THE PROCEEDINGS.
SO THE, THAT SECTION WE HAVE AT THE BOTTOM FOR, UM, CALLING ON FOLKS WHO'VE SPOKEN IN THE LAST FOUR MEETINGS THAT IS IN THE COUNCIL RULES, THAT WOULD BE A LITTLE DIFFICULT TO MANAGE.
WE WOULD HAVE TO MANUALLY MOVE THEM TO A DIFFERENT SECTION.
SO IT WOULD BE CREATING AN AGENDA SECTION THAT WAS ONE MINUTE PREVIOUS SPEAKERS AND THEN MOVING THEM INTO THAT POT OF SPEAKERS MANUALLY, WHICH WE COULD DO.
BUT THERE, YOU KNOW, THERE ARE SOME THINGS THAT WOULD MAKE IT EASIER TO IMPLEMENT THE ONE MEETING.
UM, AS WE'RE DOING THIS, WHETHER IT'S THE COUNCIL MEETING, UH, OR THIS PUBLIC SPEAKER PORTION, UM, WE WILL STILL BE ABLE TO WORK WITH WHAT WE CURRENTLY ARE WORKING WITH, RIGHT? YES.
WHETHER IT'S THE MANUAL SIDE, UM, BUT THEN ALSO ON THE COUNCIL AGENDA SIDE, JUST MAKING SURE THAT IT'S NOT AQUA A A QUICK, YOU KNOW, SWITCH OVER OR RIGHT.
WE WOULD NOT PLAN TO DO ANYTHING IMMEDIATE.
THERE WOULD BE NO ONE WEEK TRIGGER.
FOR INSTANCE, WE WOULD HAVE A TIME PERIOD WHERE WE WOULD DO BOTH.
SO YOU COULD STILL CALL IN, YOU COULD STILL EMAIL.
WE WOULD, IF YOU CALLED IN, WE WOULD SAY, WE CAN WALK YOU THROUGH SIGNING UP ON THE NEW SYSTEM, OR WE'LL DO IT FOR YOU.
AND I DON'T THINK WE HAVE ANY INTENTION FOR THAT TO STOP.
[00:25:01]
WAY FOR FOLKS TO SIGN UP AND, AND WHAT I WOULD JUST RECOMMEND TO, YOU KNOW, STAFF AND, AND THOSE THAT ARE ONLINE AND COUNCIL MEMBERS THAT ARE ONLINE IS, UM, CONTINUE TO FAMILIARIZE YOURSELF WITH, WITH THE NEW FORMAT.BECAUSE JUST LIKE ANYTHING, IT'S GONNA BE, UH, A LITTLE BIT, UM, YOU KNOW, NERVE WRACKING PROBABLY.
AND WE'RE PROBABLY GONNA BE, ARMENIANS MIGHT BE A BIT LONGER AND WE MIGHT DEFINITELY, UH, HAVE SOME MIS MISHAPS JUST, UH, BECAUSE IT'S A NEW SYSTEM.
BUT, UM, THE MORE THAT, THAT, UH, YOU CAN KIND OF MAKE SURE YOU'RE SITTING WITH YOUR, YOUR COUNCIL MEMBER TO ENSURE THAT THEY KNOW WHAT'S GOING ON THE NEW SYSTEM.
AND, AND WE DO HAVE THE OPTION TOO, TO, UH, DISPLAY THE TIME.
SO THE TIME THAT YOU SAW ON THERE THAT SAID THREE MINUTES AND THEN IT COUNTED DOWN, WE DO HAVE A WAY TO DISPLAY THAT FOR THE PUBLIC.
FOR THOSE OF YOU WHO ARE IN THE TRAINING, THAT SECTION THAT YOU SAW FOR THE VOTING, WE WOULD BE ABLE TO DISPLAY THE TIME THERE.
AND THAT WAY ON THIS SCREEN AT THE PODIUM OR ON THE SCREENS HERE, THE PUBLIC AND THE SPEAKER WOULD BOTH BE ABLE TO SEE THE COUNTDOWN OF THEIR OWN TIME AND NOT BE SURPRISED WHEN THE BELL RINGS.
SO WE DO HAVE THAT OPTION AS WELL.
I THINK THAT WOULD BE HELPFUL.
UM, AND THEN, UH, IT'S ALSO NOTED THAT, YOU KNOW, WE HAD A CONSOLIDATED SESSION AND THEN WE HAVE COUNCIL BREAK, SO THERE'S SEVERAL COUNCIL MEMBERS THAT ARE OUT.
UM, IS THERE ANOTHER OPPORTUNITY FOR, UH, COUNCIL MEMBERS TO BE ABLE TO SIT AND SEE THIS, UH, DEMONSTRATION AS WELL? ABSOLUTELY.
WE CAN CERTAINLY MAKE THAT PO MAKE THAT AVAILABLE.
THERE IS ANOTHER TRAINING FOR COUNCIL MEMBERS ON THE NEW SYSTEM EARLY NEXT WEEK, I BELIEVE.
AND WE WILL ABSOLUTELY WALK THROUGH THE, UM, PUBLIC SPEAKER SESSION SECTION OF THIS TO SHOW THEM WHAT THAT LOOKS LIKE.
UM, WE CAN ALSO DO A RECORDING.
SUSAN HAS, HAS VERY GENEROUSLY GIVEN US A FEW RECORDINGS THAT WE CAN USE IN, UM, TRAINING OR MAKING AVAILABLE, UM, THAT CAN BE WATCHED, THAT WILL SHOW PEOPLE HOW TO SIGN UP AND WHAT THAT LOOKS LIKE AND WHAT IT'LL LOOK LIKE FOR THE PUBLIC AND WHAT IT'LL LOOK LIKE FOR COUNCIL.
SO WE CAN WORK WITH SUSAN ON, ON PUTTING SOMETHING LIKE THAT TOGETHER.
WE'RE CURRENTLY PUTTING ALL OF THOSE VIDEOS INTO THE TMS SYSTEM, SO OUR INTERNAL TRAINING MANAGEMENT SYSTEM, SO WE CAN MAKE THAT AVAILABLE IN TMS FOR, FOR ALL OF THE COUNCIL MEMBERS AND THE EMPLOYEES.
AND WE CAN PROBABLY USE THAT AS WELL ON THE WEBSITE FOR A PUBLIC FACING VERSION OF THAT VIDEO.
UH, THAT'S DEFINITELY GONNA BE APPRECIATED FOR SURE.
UM, AND I HAD ASKED THIS, UH, BUT WHAT TYPE OF COMMUNICATION ARE Y'ALL LOOKING FOR? COMMUNITY, UM, AND HOW SOON CAN WE START SHARING THAT? UM, I, I WOULD RECOMMEND IN LATE OCTOBER WHEN WE'RE LOOKING AT THE CODE CHANGES TO MAKE SURE THAT WE CAN IMPLEMENT THIS, UM, WITHOUT VIOLATING THOSE RULES.
AND, AND ONCE WE GET PAST IMPLEMENTING THE, UH, AGENDA PORTION OF IT, THAT WOULD BE HELPFUL.
SO LOOKING HAPPY TO WORK WITH COUNCIL AND WITH YOU ALL IN, IN MIDDLE TO LATE OCTOBER TO START RAMPING THIS UP.
AND SUSAN, I DID RECOMMEND YOU, OR I DID VOLUNTEER YOU TO HELP US WITH THAT PUBLIC FACING VIDEO, SO HOPEFULLY THAT'S OKAY.
AND SUSAN, I KNOW YOU HAVE A HARD STOP AT THREE O'CLOCK, UM, SO WANTED TO TAKE A SECOND JUST TO THANK YOU VERY MUCH FOR YOUR HELP.
SHE'S BEEN AMAZINGLY HELPFUL WITH ALL OF THE COM UH, THE CUSTOMIZATION AND THE TRAINING.
SO THANK YOU SUSAN, AND GRANT AGAINST FOR ALL YOUR SUPPORT.
UM, AND SO NOW WE'LL UH, TURN IT OVER TO SCOTT GLOVER TO INTRODUCE THE RFD DEMONSTRATION.
UM, AND THANK YOU MARK, FOR STAYING WITH US AS WELL.
UM, THIS IS SOMETHING THAT, UH, SEVERAL OF OUR, UH, MY COLLEAGUES HAVE BEEN SPEAKING TO.
UH, WE'RE TALKING ABOUT LOBBYING, CAMPAIGN, FINANCE REPORT, PERSONAL FINANCE, FINANCIAL STATE STATEMENTS.
THAT'S WHAT WE, WE DISCUSSED AT THE LAST, UM, UH, ETHICS AND GOVERNANCE COMMITTEE.
AND SO WE'RE HAPPY TO HAVE YOU ON SCOTT.
AND IF, UH, IF YOU'RE READY, WE CAN GO AHEAD AND GET STARTED.
WE APPRECIATE THE OPPORTUNITY TO PRESENT TO Y'ALL.
UM, I WOULD LIKE TO BE ABLE TO SHARE ERIC DEETS OR LEAH'S SCREEN.
WE HAVE A QUICK COUPLE INTRO SLIDES AND THEN WE'LL GET STRAIGHT TO THE DEMO.
AND, UH, SCOTT GLOVER IS THE CHIEF OPERATING OFFICER FOR RFD.
UM, AND WHILE WE'RE RECOGNIZING HIM, I DID ALSO WANNA RECOGNIZE ANNA BURNHAM, WHO'S OUR DIRECTOR OF GOVERNMENT SOLUTIONS.
AND, AND WE'VE BEEN WORKING WITH ANNA VERY CLOSELY, UH, ON THIS WHOLE PROCESS.
AND SO I WANTED TO THANK HER AS WELL AS WE GET INTO THIS.
ANNA'S TRAVELING RIGHT NOW, SO I'M KIND OF, UH, RUNNING POINT.
UM, SO LITTLE QUICK SYNOPSIS ABOUT RFD.
WE WILL BE CELEBRATING OUR 40TH YEAR IN BUSINESS NEXT YEAR.
[00:30:01]
TEXAS, AND WE WROTE THE, UH, ETHICS TEXAS ETHICS COMMISSION CAMPAIGN FINANCE LOBBY, PERSONAL FINANCIAL STATEMENT APP, UH, OVER A DECADE AGO.WE, WE CURRENTLY OPERATE AND ENHANCE IT, AND WE'RE IN THE PROCESS OF NEGOTIATING ANOTHER SIX YEAR EXTENSION WITH THE ETHICS COMMISSION HERE IN AUSTIN TO CONTINUE TO DO WHAT WE'RE DOING FOR THEM.
AND, AND THEN WITH THEIR BLESSING PROLIFERATED AMONGST, UH, AS MANY FILING AUTHORITIES ACROSS THE STATE OF TEXAS AS POSSIBLE.
SO, WITH THAT SAID, UH, ERIC, CAN WE GO? YEAH.
SO THIS IS, WE'VE, WE'VE KIND OF BRANDED THE ETHICS COMMISSION'S APPLICATION.
WE CALL IT THE TEXAS ETHICS E FILE.
AND, UH, WE'VE DISCUSSED WITH, UH, THE CITY OF HOUSTON ABOUT IMPLEMENTING AN INSTANCE OF T'S ETHICS E FILE FOR THE CITY OF HOUSTON.
UM, IT'S GONNA STREAMLINE THE CAMPAIGN FINANCE AND THINGS ETHICS RELATED FILING PROCESSES, UH, WHILE CONSOLIDATING ALL THE REPORTABLE DATA IN A STANDALONE HOUSTON SPECIFIC CENTRAL REPOSITORY.
UH, WHAT WE'VE PRESENTED IS BASICALLY FIVE MODULES.
UH, THE FIRST AND FOREMOST IS THE CAMPAIGN FINANCE MODULE, UH, WHICH FACILITATES ALL THE FILING OF CANDIDATES, PACS OFFICEHOLDER RECEIPTS AND EXPENDITURES.
THE SECOND MODULE WOULD BE THE PERSONAL FINANCIAL STATEMENT MODULE.
AND THAT FACILITATES THE FILING OF CANDIDATES AND CITY OF HOUSTON DECISION MAKERS, UH, AND THEIR PERSONAL FINANCIAL STATEMENTS, UH, REQUIRED BY STATUTE.
AND THEN ALSO, I MEAN, IT'S, IT'S A MODULE, BUT IT'S, IT'S MORE OF THE ADMINISTRATIVE MODULE, UH, WHICH ALLOWS CITY OF HOUSTON, UH, ADMINISTER ADMINISTRATION TO HANDLE ALL THE FILERS TO SET ELECTION CYCLES, FILING TIMELINES, AND IT CAN ALL BE DONE THROUGH THE ADMINISTRATIVE MODULE.
AND THEN TWO MODULES THAT ARE GONNA BE HOUSTON SPECIFIC ARE, ARE THE LOBBY MODULE.
AND SO WE'LL CREATE A, UM, A LOBBY MODULE SPECIFIC FOR HOUSTON STATUTE.
AND WE'RE GONNA DO THE SAME FOR THE FINANCIAL DISCLOSURE STATEMENT.
WE'RE GONNA CREATE A SPECIFIC MODULE, UH, FOR THE CITY OF HOUSTON TO HANDLE ALL THINGS FDS.
SO I KIND OF TRIED TO SUM IT UP THERE AS QUICK AS POSSIBLE FOR Y'ALL.
UM, WE'RE GONNA DIVE RIGHT INTO A DEMO OF THE CAMPAIGN FINANCE PFS AND ADMINISTRATIVE MODULES.
UM, DON'T HESITATE TO INTERRUPT US AT ALL IF THERE'S ANY QUESTIONS.
AND, UH, I THINK WE'LL JUST GET RIGHT TO IT.
DEANNA, IF YOU'RE LISTENING, IS THAT SOMETHING WE NEED TO DO TO, TO HAND OVER THE PRESENTATION TO ERIC DEETS? THE PRESENTATION'S ALREADY BEEN HANDED TO HIM? THANK LARRY.
UH, SO THERE'S A LOT TO DEMO HERE, SO I'M GONNA GO KIND OF QUICK.
UM, BUT PLEASE FEEL FREE TO, UH, STOP AND, AND ASK QUESTIONS, UM, AS I, AS I GO THROUGH.
SO, UH, WHAT YOU SEE HERE, UM, IS TC ERIC, SORRY, ONE SECOND.
JUST TO INTRODUCE YOU, ERIC DIETZ.
AND I SAW YOUR TITLE, BUT I DIDN'T WRITE IT DOWN, SO I APOLOGIZE.
CAN YOU GO AHEAD AND GIVE US YOUR, YOUR TITLE WITH, UH, RFD? YEAH, NO PROBLEM.
SO, UH, I'M DIRECTOR OF SYSTEMS DEVELOPMENT.
I WAS THE PROJECT MANAGER, UH, WHEN THIS APPLICATION WAS IMPLEMENTED WITH THE ETHICS COMMISSION.
SO, UH, JUST LANDING PAGE, UH, OBVIOUSLY WE CAN RE WE'LL REBRAND THIS ONE.
UH, SO IT REFLECTS THAT, UH, THE APPLICATION WOULD BE FOR THE, THE CITY OF HOUSTON.
UM, I'M JUST GONNA CLICK, UH, TEXAS ETHICS COMMISSION FILERS HERE.
THE WAY THE SYSTEM IS CONFIGURED RIGHT NOW, UM, IS THAT, UH, USERS, UH, SUBMIT A FORM TO TEC IN ORDER TO GET A USER ID.
UH, AND THEN, UH, THEY GO AHEAD AND CREATE IT.
USER GETS AN EMAIL WITH A ONE-TIME LINK SO THEY CAN SET THEMSELVES UP.
UH, THERE IS DISCUSSION ABOUT TEC ALLOWING PEOPLE TO SELF-REGISTER DOWN THE ROAD.
UM, BUT THAT'S, THAT'S NOT WHAT THEY DO RIGHT NOW.
AND SO YOU CAN SEE THERE'S A LARGE LIST OF DIFFERENT FILER TYPES SUPPORTED BY THE TEC.
[00:35:01]
THE SAME, WHAT THEY CALL FILER ID, BASICALLY USER ID, UM, FOR MULTIPLE FILER TYPES.UH, SO IF YOU HAVE SOMEONE THAT'S A COH AND THEN THEY ALSO HAVE TO FILE, UH, PFS, UH, REPORTS, THEY CAN, UM, GO AHEAD AND USE THE SAME, SAME USERNAME FOR THAT.
UM, GONNA, I'LL GO AHEAD AND LOG IN AS A COH.
SO IT WAS REALLY, UH, IMPORTANT FOR THE ETHICS COMMISSION TO HAVE CURRENT INFORMATION FOR FILERS.
UH, AND SO THIS WAS A SCREEN THEY ASKED US TO IMPLEMENT SO THAT, UH, IF SOMETHING IS WRONG, UH, THE, UH, USER CAN UPDATE IT RIGHT HERE IF IT'S WRONG OR CHANGED.
IF IT'S MISSING, THEY ACTUALLY CANNOT GET PAST THIS SCREEN UNTIL, UH, THEY GO AHEAD AND SUPPLY THE INFORMATION.
IF THEY HAVE A CHANGE, THEY CAN JUST CLICK UPDATE.
ANY IN PROGRESS REPORTS THAT THE FILER HAS, IT'LL UPDATE THAT REPORT WITH ANY CHANGES.
SO THEY ONLY HAVE TO MAKE THAT CHANGE.
AND IN ONE SPOT, I'M JUST GONNA GO AHEAD AND HIT ACCEPT.
UM, SO JUST BASIC LANDING PAGE, UH, THEY FELT LIKE IT WAS IMPORTANT FOR THE FILERS TO FEEL LIKE THEY DID SOMETHING, UH, WHEN THE SYSTEM WAS NEW RIGHT AWAY.
SO JUST CLICK MANAGE MY REPORTS.
SO KIND OF A, A LOT GOING ON HERE, UH, ON THIS PAGE.
UH, SO WE'VE GOT A COUPLE DIFFERENT LISTS HERE.
WE'VE GOT REPORTS THAT ARE IN PROGRESS.
WE'VE GOT REPORTS THAT ARE SHOWN AS MISSING OR LATE.
UM, AND THEN WE HAVE REPORTS THAT ARE FILED.
AND SO, UH, IF YOU HAVE A FILED REPORT, TC HAS THE CONCEPT OF A CORRECTION, YOU WOULD GO AHEAD AND HIT THIS CORRECT UPDATE BUTTON.
IT WOULD CREATE EFFECTIVELY A COPY OF THIS REPORT.
THE FILER CAN GO AHEAD AND MAKE ANY CHANGES TO THAT REPORT THAT THEY NEED, UH, AND THEN FILE THE NEW REPORT.
ONCE THEY FILE THE CORRECTION.
UH, THEN THAT REPORT BECOMES THE REPORT OF RECORD.
YOU CAN NO LONGER CORRECT THE ORIGINAL, UH, YOU WOULD THEN HAVE TO CORRECT THE CORRECTION, AND THAT JUST KIND OF GOES ON, ON DOWN THE CHAIN AS MANY CORRECTIONS AS, UH, THEY WANT TO DO.
UH, YOU CAN, UH, PRINT, UH, YOUR PDFS, UM, IF YOU JUST WANNA LOOK AT THEM, IF YOU WANNA LOOK AT ONES, YOU'VE FILED THEM BEFORE.
THE EXPORT, UH, ALLOWS YOU TO ACTUALLY EXPORT ANY TRANSACTIONS.
SO YOU HAVE CONTRIBUTIONS, EXPENDITURES ON A REPORT, UH, YOU WANT TO EXPORT THEM FOR SOME REASON.
UM, YOU CAN GO AHEAD AND DO THAT.
UH, YOU CAN UPLOAD, UM, CONTRIBUTIONS, UH, FOR EXAMPLE, UH, THROUGH A CSV, UH, FORMAT.
UH, AND SO, UM, OBVIOUSLY WITH THE, THE STATE, THEY HAVE SOME PRETTY LARGE FILERS, AND THAT'S HOW THEY GET, UH, THEIR TENS OF THOUSANDS OF TRANSACTIONS INTO THEIR REPORTS AS THEY UPLOAD THEM.
I'M GONNA GO AHEAD, UH, AND HIT START NEW REPORT.
THERE'S A LOT OF LOGIC IN HERE, UM, AROUND IF THERE'S ELECTIONS THAT HAVE BEEN ENTERED INTO THE SYSTEM.
UH, THEY HAVE THE CONCEPT OF FILER EVENTS, UH, WHICH IS HOW THE SYSTEM ALSO DETERMINES IF A REPORT IS LATE OR NOT.
UH, SO THEY ADD THEM, UH, TO WHEN THEY KNOW SOMEONE OWES A REPORT.
AND SO, UH, THE IDEA HERE IS THAT THE SYSTEM KIND OF SUGGESTS THE NEXT REPORT, UH, THAT THIS FILER OWES FOR THEM.
THEY DON'T HAVE TO FILE THAT REPORT IF THEY FEEL LIKE THERE'S A DIFFERENT ONE OR THEY DON'T OWE THAT REPORT.
THEY CAN CHOOSE OTHER REPORT AND GO AHEAD AND DO THAT.
UM, BUT I'M GONNA GO AHEAD AND HIT START JANUARY 15TH, SEMI-ANNUAL.
SO THIS IS THE ONE THAT WOULD BE DUE, UH, JANUARY OF 2026.
AND YOU CAN SEE IT'S, IT'S PICKED THE REPORT FOR ME.
IT'S KIND OF FIGURED OUT WHAT THAT IS.
UH, AGAIN, THERE'S A LOT OF, UH, LOGIC IN THERE TO FIGURE THAT OUT IF YOU HAVE ELECTIONS IN THERE.
UM, THEN, UH, IN CERTAIN CASES, THE SYSTEM, RIGHT, SEMI-ANNUAL WON'T COVER THAT ENTIRE, UM, SIX MONTHS.
'CAUSE THE ELECTION REPORTS, PRE-ELECTION REPORTS COVER IT.
UM, YOU CAN COMBINE CERTAIN THINGS.
SO IF I WANT TO TERMINATE MY TREASURER APPOINTMENT, FILE, MY FINAL REPORT AT THE SAME TIME, I CLICK THAT RADIO BUTTON, UH, AND IT'LL GIVE ME THOSE OPTIONS, UH, JANUARY 15TH.
UH, THE SEMI-ANNUAL REPORT CANNOT BE COMBINED WITH DAILY REPORTS.
SO YOU CAN SEE THOSE ARE GREAT OUT HERE.
THE OLD SYSTEM, THESE WERE CHECK BOXES AND PEOPLE WOULD BASICALLY FILE ONE REPORT FOR A YEAR AND CHECK ALL THE CHECK BOXES.
SO THEY WANTED TO MAKE SURE THAT THAT DIDN'T HAPPEN.
UH, IN THE NEW SYSTEM, YOU'LL SEE AS I GO THROUGH, UH, THERE'S PAGE HELPS UP HERE IN THE UPPER RIGHT HAND CORNER.
UH, AND THOSE JUST BASICALLY OPEN UP HTML PAGE HELPS, UH, TO KIND OF HELP THE, THE FILER GUIDE, YOU KNOW, FIGURE THINGS OUT.
I'M GONNA AHEAD AND START MY REPORT.
SO, UH, JUST SOME BASIC COVER, UH, COVER SHEET INFORMATION.
IF THIS FILER, UH, WAS SET UP IN THE ADMIN APP THAT THEY HELD AN OFFICE, OR IF THEY, UH, WERE SET UP ON AN ELECTION, UH, THIS STUFF WILL BE PRE-POPULATED FOR THEM.
UM, SO THEY CAN FILL IT OUT, CHANGE IT, UM, REGARDLESS OF WHETHER IT'S PRE-POPULATED.
UM, SO YOU SEE RIGHT AWAY, NOW I'VE GOT A MENU ON THE LEFT.
NAVIGATION, UH, THIS IS ALL DYNAMICALLY GENERATED BASED ON FILER TYPE AND, UM, REPORT TYPE.
SO IT KNOWS WHAT SCHEDULES, UM, A PARTICULAR FILER HAS TO FILE FOR A PARTICULAR REPORT AND GIVES THEM ON THE LEFT.
AND THEN YOU'LL SEE ALSO KIND OF A YES NO,
[00:40:01]
UM, HERE IN THE MIDDLE.AND SO THE IDEA WAS TO GIVE POWER USERS THE OPTION TO JUST KIND OF HOP AROUND WITH THE MENU AND ENTER THINGS THAT THEY WANTED TO ENTER, AND FOR NON-POWER USERS TO GIVE THEM, UM, MORE OF A WIZARD APPROACH.
SO I'LL TOUCH MORE ON THAT HERE IN A MINUTE.
I'M JUST GONNA SAY NO TO THIS.
SO YOU SEE IT'S, UH, NOW ALLOWING ME TO SAY, OH, I WANNA ENTER A REPORT INFORMATION MANUALLY, OR I WANNA UPLOAD A, A FILE.
YOU CAN ENTER SOME MANUALLY, UPLOAD SOME, UH, IT DOESN'T REALLY CARE.
I'M JUST GONNA HIT ENTER MY REPORT MANUALLY.
UM, SO AGAIN, JUST WANTING TO PROVIDE SOME GUIDANCE TO FILERS.
IF THEY KNOW THEY HAVE MONETARY CONTRIBUTIONS, THEY CAN PICK THAT.
YES, IF THEY DON'T HAVE LOANS, THEY CLICK NO, THEY'RE NOT REQUIRED TO FILL THIS OUT.
UM, PFS IS A LITTLE BIT DIFFERENT, BUT CAMPAIGN FINANCES, THEY CAN JUST SAY, UM, I DON'T WANNA DO THAT.
BUT YOU CAN SEE HERE, UH, WORKSHEET SUMMARY.
SO THIS IS JUST KIND OF LIKE A SUMMARY OF WHAT'S BEEN ADDED TO THE REPORT.
YOU CAN SEE THAT ONE THAT I'D SAID THAT, YES, I DID HAVE THAT.
UM, IT'S MARKED THAT AS GREEN, JUST KIND OF AS A REMINDER TO THE FILER.
UM, YOU CAN SEE I SAID, NO, I DON'T HAVE LOANS, BUT IT'S NOT GONNA STOP ME FROM ENTERING LOANS.
I CAN GO AHEAD AND START, ENTER A LOAN.
UM, I COULD ALSO HOP OVER HERE TO THE LAUGH NAVIGATION AND, UM, JUST START ENTERING, UH, DATA ON THE SCHEDULE.
UH, THEY'VE GOT, WALK ME THROUGH MY SCHEDULES.
THIS KIND OF GIVES YOU THAT WIZARD, YOU KNOW, EVERYBODY LIKES TO CALL IT TURBOTAX APPROACH.
UM, AND IT'LL ASK THE, UH, FILER SOME QUESTIONS.
SO I'M GONNA GO HIT THAT FIRST.
IT'S GONNA ASK ME INCOMING FUNDS.
SO YOU CAN SEE IT RELATES, UH, TO THE LEFT HAND SIDE, UH, NAVIGATION.
UH, DO I HAVE ANY INCOMING FUNDS? I CAN SAY YES, NO.
THEN IT'S GONNA ASK ME ABOUT SCHEDULE A ONE.
IT WANTS TO KNOW IF I HAVE SCHEDULE A ONE.
I'M GONNA SAY, YEAH, BUT I WANNA WORK ON THAT LATER.
I'LL JUST SAY NO, UH, SAY NO HERE.
AND NOW IT'S DROPPED OUT TO OUTGOING FUNDS.
NOW IF I FEEL LIKE, UH, I DON'T REALLY WANNA, YOU KNOW, DEAL WITH THAT, I, I DON'T, THIS IS KIND OF BORING FOR ME.
I CAN JUST KIND OF HOP OUT HERE, RIGHT? SAY, ALL RIGHT, I'M GONNA ENTER SOME OUTGOING FUNDS.
UM, HOP BACK ON THE WORKSHEET SUMMARY.
YOU CAN SEE THAT IT'S PUT A CHECK BOX HERE ON THE RIGHT, IN THE WORK ON LATER TO THE ONE THAT I SAID I WANTED TO WORK ON LATER FOR.
UM, SO I'M GONNA JUST HIT START.
UM, YOU'LL NOTICE VERY LITTLE, UM, PORTION OF DATA IS REQUIRED.
THIS IS, UH, THE ETHICS COMMISSION MADE A DECISION THAT THEY WOULD RATHER HAVE, UM, SOME DATA THAN NONE.
UH, SO BASICALLY WE REQUIRE ENOUGH INFORMATION TO BE ABLE TO SAVE THE RECORD EFFECTIVELY.
UH, AND THEY'LL, THEY'LL TAKE THAT, IT WILL TELL THE FILER THAT THEY REQUIRED TO ENTER THE OTHER INFORMATION LATER ON IN THE REPORT PROCESS, BUT, UM, IT WON'T FORCE THEM EXCEPT IN A VERY FEW, UM, CIRCUMSTANCES.
SO, UH, YOU CAN SEE, UH, IN THIS ONE, IT HAS THAT ITEMIZED CHECKBOX.
ONCE I CROSS THAT ITEMIZED THRESHOLD, IT FORCES IT THAT CONTRIBUTION TO BE, UM, FINALIZED OR ITEMIZED.
UM, SO THE LAST NAME SEARCHES.
IF YOU'VE ENTERED, UH, IF YOU HAVE THE SAME CONTRIBUTOR OVER AND OVER AGAIN, AND YOU ENTER IN THE LAST NAME, IT'LL ACTUALLY, UH, GO AHEAD AND LOOK AT YOUR LAST TWO YEARS REPORTS, UM, AND, UH, GIVE YOU A DROPDOWN AND LET YOU, UH, IT'LL JUST FILL IN THAT INFORMATION FOR YOU.
UH, I'M GONNA LEAVE, UH, THE REST OF THIS STUFF BLANK SO I CAN DEMONSTRATE, UH, THE ERROR CHECK, UH, FUNCTIONALITY LATER ON.
SO YOU'VE GOT SAVE AND ADD ANOTHER, UH, DOWN HERE, WHICH WOULD CLEAR EVERYTHING ON THE SCREEN, BUT SAVE THE RECORD.
SO YOU CAN GO AHEAD AND ENTER IT.
YOUR NEXT ONE, YOU CAN HIT SAVE AND DUPLICATE.
THAT WOULD BASICALLY LEAVE EVERYTHING ON THE SCREEN AND JUST LET YOU CHANGE SOMETHING.
SO LIKE, IF YOU HAVE MULTIPLE CONTRIBUTIONS FROM A SINGLE, UM, CONTRIBUTOR, YOU DON'T HAVE TO RETYPE EVERYTHING EVERY SINGLE TIME.
UH, YOU COULD JUST DO SAVE AND DUPLICATE.
SO YOU CAN SEE HERE, IT'S, IT'S GIVEN ME A LIST OF THESE, UH, MONETARY POLITICAL CONTRIBUTIONS.
I CAN DELETE THE ONE I ENTERED.
IF I HAVE A WHOLE SERIES, I CAN FILTER, UM, IF I'M TRYING TO FIND A SPECIFIC ONE BASED ON DATE OR NAME WITH THESE LITTLE GUYS HERE.
SO I CAN SAY I'M DONE WITH CONTRIBUTIONS, IT'S GONNA DROP ME BACK TO THIS WORKSHEET SUMMARY.
SO YOU ALSO NOTICE, UH, WE HAD THE WALK ME THROUGH ALL SCHEDULES, UH, THAT KIND OF WALK ME THROUGH EACH ONE.
IF, UM, I'M, IF I'M JUST LIKE, IF THERE'S A NEW SCHEDULE OR I'M JUST NOT SURE ABOUT ONE, UH, I CAN DO WALK THROUGH HERE AND IT'S ONLY GONNA ASK ME ABOUT THAT PARTICULAR SCHEDULE.
SO DO I HAVE ANY OF THESE GONNA TELL ME SOMETHING ABOUT IT? UM, DO I HAVE ANY OF THESE? I'LL SAY YES.
UH, THEN IT'S GONNA ASK ABOUT, UM, ITEMIZATION AGAIN, AGGREGATION DO.
IF I SAY NO, UH, IT'S GONNA ASK ME SOME MORE QUESTIONS.
SO AGAIN, JUST TRYING TO HELP THE, THE USER GO THROUGH IT.
I CAN SAY, WORK ON THIS LATER, WORK ON THIS LATER.
YOU CAN SEE IT CLEARED THE WORK ON LATER FOR THE ONE THAT I
[00:45:01]
DID ACTUALLY ENTER DATA FOR.ALL RIGHT, SO AS I'M GOING THROUGH MY REPORT, I MENTIONED I CAN BOUNCE AROUND, I CAN GO AHEAD IF I WANNA SEE WHAT MY PDF IS GONNA LOOK LIKE, I CAN JUST CLICK THAT PRETTY MUCH AT ANY TIME.
BROWSER SET UP TO DOWNLOAD 'EM.
SO THEN YOU CAN SEE, UH, THIS, SO IT'S ONLY GONNA PRINT, UM, THOSE ARE THE TWO COVER SHEETS.
IT'S, AND THEN A SORT OF SUMMARY SCHEDULE.
IT'S ONLY GONNA PRINT, UH, THE SCHEDULES THAT I HAVE ENTERED DATA FOR.
SO ON THIS REPORT, I ONLY HAVE AN A ONE.
IT'S NOT GONNA PRINT THE OTHER ONES.
SO IF I HAVE THE OTHER ONES, IT'S GONNA GO AHEAD AND, UM, PRINT THOSE FOR ME SO I CAN LOOK AT THEM, RIGHT? SO AGAIN, ANYTIME I CAN CHECK MY REPORT FOR ERRORS, I CAN JUST SAY, I'M DONE.
IF I TRY AND FILE, IT'S GONNA FORCE ME THROUGH.
YOU'LL NOTICE A COUPLE THINGS HERE.
I HAVEN'T CLICKED ON THE, THE, UM, TOTALS PAGES YET.
SO I'M JUST GONNA GO AHEAD AND CLICK FILE, UH, START THE ERROR CHECK IMMEDIATELY SO YOU CAN SEE, UM, IT'S GIVING ME SOME ERROR.
SO YOU, ON THE CONTRIBUTION I ENTERED BEFORE, IT'S TELLING ME EXACTLY WHAT'S MISSING.
I CAN ACTUALLY CLICK HERE AND IT'S GONNA BRING ME BACK TO THAT PAGE AGAIN, TELL ME WHAT'S WRONG.
AND, UH, LET ME, UH, MAKE A CORRECTION.
I'M GONNA JUST LEAVE THOSE FOR NOW.
YOU CAN SEE I HAVE ONE HIGH, SO THE, ANY HIGH ERRORS OR IT WILL NOT ALLOW ME TO FILE WITHOUT FIXING THOSE.
UM, AND SO REALLY HERE, THE SYSTEM DIFFERENTIATES BETWEEN NO ENTRY AND ZERO.
SO I CAN PUT ZERO IN THESE FIELDS.
UM, BUT I HAVE TO ACTUALLY DO THAT IF, IF THAT'S WHAT I'M GONNA DO.
ALL RIGHT, CHECK MY REPORT FOR ERRORS.
SO YOU CAN SEE NOW IT'S CLEARED THAT AND THIS ACCEPT POTENTIAL ERRORS HERE.
UH, THE IDEA IS THAT, UM, THERE IS A RECORD OF THE FILE ACKNOWLEDGING THAT THEY ARE NOT SUPPLYING STATUTORILY REQUIRED INFORMATION.
UH, SO THAT ACTUALLY WILL GET SAVED AND, UH, THE ETHICS COMMISSION CAN REFER TO IT IF THERE'S A DISPUTE.
ALL RIGHT? AGAIN, THEY WANT YOU TO DO IT TWICE, MAKE SURE YOU'RE REALLY SERIOUS ABOUT IT.
UM, AND THEN GO AHEAD AND LET YOU FILE.
SO, UM, THEY DO NOT DO ELECTRONIC SIGNATURE.
THEY MADE THE DECISION THAT CHECKING THE CHECKBOX, UM, AND ENTERING YOUR PASSWORD SERVED AS, UM, A GOOD ENOUGH ELECTRONIC SIGNATURE SO THEY DON'T USE LIKE DOCUSIGN OR ADOBE SIGN OR ANYTHING LIKE THAT.
UM, AND SO THAT'S KIND OF A CAMPAIGN FINANCE REPORT.
IF THERE'S ANY QUESTIONS OR ANYTHING LIKE THAT, UM, I CAN ANSWER THEM OR I CAN JUMP OVER TO PFS.
GIVE US JUST ONE SECOND, ERIC.
UH, THANK YOU, ERIC, UH, APPRECIATE THAT.
AND, UM, FOR THOSE THAT ARE NOT AROUND THE HORSESHOE, THOSE COUNCILORS ARE NOT HERE, MAKE SURE THAT THEY START TUNING IN AND WE SHOULD BE ABLE TO EXPECT THIS TO BE USED FOR THE DECEMBER TO JANUARY REPORT.
I'M EXPECTING, I'M GONNA HAVE TO ASK, UM, SCOTT, THAT QUESTION.
UH, WE'RE LOOKING AT THE STATEMENT OF WORK RIGHT NOW, AND THERE WAS A PHASE ONE AND A PHASE TWO, AND I CANNOT REMEMBER IF THIS IS IN PHASE ONE OR PHASE TWO.
I, I CAN, I CAN TRY AND ANSWER THAT WE, IF WE, IF WE, WE, WE ARE ASKING FOR A 60 DAY IMPLEMENTATION TIMELINE.
SO IF THERE'S A COMMITMENT MADE BY, YOU KNOW, NOVEMBER ONE, WE THINK WE CAN HAVE THIS UP AND RUNNING BY JANUARY ONE FOR CAMPAIGN FINANCE, PFS AND ADMIN, THAT WOULD BE PHASE ONE.
PHASE TWO WOULD BE THE LOBBY AND THE, UH, FDS.
AND THAT WOULD BE WE, IN OUR STATEMENT OF WORK WE COMMITTED TO, WE WILL HAVE THAT UP AND RUNNING IN 180 DAYS.
UM, AND JUST WANNA, DEFINITELY WANNA MAKE SURE WE GIVE A SHOUT OUT TO THE, TO THE MARRIAGE TEAM AS WELL.
JOSH HAS BEEN SPEAKING TO THIS A LOT, STEVE AND DAVID AS WELL.
SO I JUST WANNA MAKE SURE THAT THEY KNOW THAT WE APPRECIATE THE WORK THAT THEY'RE DOING.
DID, IS IT SAFE IS SAFE TO SAY RFD SET UP THE, THE ETHICS COMMISSION, UM, WEBSITE, UH, TO THIS EXTENT, THIS REPORTING FUNCTION, THE, WHAT YOU'VE SEEN TODAY IS WHAT WE'VE DEVELOPED? YEAH, SO WE SET IT UP THEIR ACTUAL, YOU KNOW, THEIR AGENCY WEBSITE, UM, THEY, THAT'S ON THEIR OWN, UH, THE ASPECT WHERE THE PUBLIC ACTUALLY SEARCHES THE DATA.
UH, THEY ALREADY HAD SOMETHING IN PLACE AND SO THEY WANT TO LEVERAGE THAT.
UH, AND SO THEY DEVELOPED THAT PART.
BUT EVERYTHING I'VE SHOWN YOU TODAY IS WE'VE SET UP AND DEVELOPED FOR THEM.
YEAH, I, UM, PREVIOUSLY RAN FOR A STATE OFFICE, A DISTRICT COURT POSITION, AND HAD TO DO ALL THE FILING
[00:50:01]
ON THE ETHICS COMMISSION WEBSITE MM-HMMAND, UM, AND JUST LOOKING AT YOUR PRESENTATION, AND I'M NOT ABLE TO SEE EVERYTHING CLEARLY, UNFORTUNATELY, UH, GIVEN THE, THE SCREENS THAT WE'RE LOOKING AT IN MY BAD EYESIGHT.
BUT, UH, THERE ARE SOME SIMILARITIES, BUT SOME DIFFERENCES AS WELL.
AND SO THAT'S WHY I WAS ASKING WHETHER YOU GUYS DEVELOPED, UM, THAT THE, THE, THE ENTRY, UH, SYSTEM FOR CANDIDATES FOR OTHER RACES AS WELL, OR WAS THIS NEW? SO ANYTHING SINCE, UM, I'M NOT SURE WHEN YOU RAN FOR OFFICE, BUT THIS WENT LIVE 2015.
UH, SO ANYTHING, UH, THAT YOU DID AFTER, UH, I WANNA SAY IT WAS SEPTEMBER.
I CAN'T REMEMBER EXACTLY, BUT LIKE, UH, THAT 2015 ON WOULD'VE BEEN DONE IN THIS SYSTEM.
SO, UH, AND IT, IT, IT HAS FOR SURE CHANGED SINCE THEN.
SO, UH, WHEN ONE OF US, UH, OFFICE HOLDERS OR ANY OTHER CANDIDATE, UH, SIGNS IN, WILL THEY HAVE TO GET A, A FILER ID? UH, INITIALLY, YES.
AND SO THE, BECAUSE THIS, UH, WHAT I'M DEMONSTRATING TO YOU RIGHT NOW IS ACTUALLY T C'S OR BRAM IS T C'S USER ACCEPTANCE TEST SYSTEM, BUT FOR THE CITY OF HOUSTON, YOU WOULD HAVE YOUR OWN INSTANCE OF THE APPLICATION.
SO THE DATA WON'T BE SHARED, UM, THE SERVERS WON'T BE SHARED, ANY OF THAT STUFF.
SO, UH, YOU WOULD NEED TO GET A NEW FILER ID.
AND THE WAY THAT WORKS RIGHT NOW, UM, IS THAT THE ADMINISTRATIVE USERS CREATE THOSE.
ALRIGHT, JUST CURIOUS WHETHER THIS SYSTEM HAS THE CAPABILITY TO UPLOAD DOCUMENTS IF NECESSARY.
YEAH, SO, UH, IF YOU HAVE CONTRIBUTIONS, UM, FOR EXAMPLE, THAT YOU CAN UPLOAD THOSE IN A CSV FORMAT, AND THERE'S A COUPLE COUPLE WAYS TO DO THAT.
UM, BUT YOU CAN SEE ON THE WHERE RASH SHEET
SO I CAN IMPORT EXPENDITURES OR I CAN IMPORT CONTRIBUTIONS AND PLEDGES.
UH, AND THEN THE FILE LAYOUT IS DEFINED BY THE ETHICS COMMISSION AND THERE'S A LINK HERE FOR, UM, PEOPLE TO BE ABLE TO FIND THAT.
UM, THE EXPORT FUNCTION I KIND OF MENTIONED, UH, THE VERY BEGINNING, UM, WHERE YOU CAN ACTUALLY EXPORT, UM, CONTRIBUTIONS FROM YOUR REPORT USING THIS BUTTON.
IT WILL ALSO CREATE THOSE IN THAT SAME FORMAT.
UM, SO IF FOR SOME REASON, UM, YOU WANTED TO EXPORT 'EM TO MAKE CHANGES, UM, AND THEN RE-UPLOAD THEM, YOU COULD DO THAT.
AND THEN AGAIN, FROM THIS SCREEN, I COULD ALSO GO TO THAT UPLOAD FILE.
UM, THOSE ARE, THAT, THAT'S THE ONLY UPLOADS.
UM, IN CAMPAIGN FINANCE, I THINK ASIDE FROM THERE ARE CERTAIN CONTRIBUTIONS, UH, WE HAVE TO PUT LIKE A PAC, UH, SOME PAC DOCUMENTATION, UM, AND THEN PFS, UH, THERE ARE OTHER DOCUMENTS REQUIRED TO FILE THAT REPORT THAT, UH, YOU UPLOAD AS WELL.
AND THE, THE INTENTION IS FOR, UM, MOST LIKELY SOMEONE IN THE CITY SECRETARY'S OFFICE, UM, OR MULTIPLE PEOPLE IN THE CITY SECRETARY'S OFFICE TO BE THE ADMINISTRATORS.
AND SO THEY WOULD HAVE OVERSIGHT OF THAT, UM, ASSIGNING OF, OF, UM, THE ID NUMBERS TO THE USERS IN THE SYSTEM.
ANY OTHER QUESTIONS? NO, NO FURTHER QUESTIONS ON THIS ONE.
ERIC, IF YOU WANTED TO GO ON TO THE NEXT? YEP.
SO AGAIN, UH, LIKE I MENTIONED, I'M GONNA USE THAT SAME FILER ID FOR PFSI DIDN'T MENTION HERE ON THIS LOGIN SCREEN.
IF YOU FORGOT YOUR PASSWORD, YOU CAN JUST CLICK THIS, UH, LINK HERE AND IT WILL, UH, SEND YOU A, AN EMAIL WITH A ONE-TIME LINK FOR YOU TO RESET YOUR PASSWORD.
I'M GONNA GO AHEAD AND LOG IN AS A PFS FILER.
AGAIN, YOU CAN SEE SAME, UH, SCREEN TO VERIFY, UH, YOUR INITIAL INFORMATION, IF YOU MAKE A CHANGE HERE, IT'LL UPDATE, UM, ANY REPORTS THAT YOU HAVE IN PROGRESS.
YOU'LL NOTICE IT DIDN'T EVEN ASK FOR THAT INFORMATION ON THE REPORT.
THEY JUST WANTED ONE SPOT WHERE YOU COULD DO IT.
UM, SO AGAIN, MOST OF THIS IS, UH, VERY, VERY SIMILAR, RIGHT? I'VE GOT IN PROGRESS REPORTS, I'VE GOT FILED REPORTS FOR, UM, THIS FILER.
UH, I CAN DELETE PRINT, EXPORT, I CAN UPLOAD, UM, PFS DATA AS WELL IN CSV FORMAT AHEAD AND HIT, UH, START A NEW REPORT.
UH, YOU CAN SEE HERE, IT'S GONNA GIMME THE OPTION TO COPY DATA FROM A PRIOR REPORT.
SO IF, UH, YOU KNOW, FOR EXAMPLE, UH, YOU KNOW, SOMEONE OWNS CERTAIN NUMBER OF STOCKS THAT HASN'T REALLY CHANGED, UM, OR HAS, BUT THEY JUST WANNA KIND OF TWEAK THE VALUE OR SOMETHING LIKE THAT, THEY CAN ACTUALLY PICK, UH, THE PRIOR REPORT AND IT'LL COPY EVERYTHING, UH, FROM THAT REPORT.
I'M GONNA SAY DO NOT, UM, I WAS GONNA ASK ME, UH, REPORTING PERIOD.
[00:55:01]
UM, LIKE TAXES, RIGHT? SO YOU FILE FOR THE YEAR PRIOR.SO SINCE IT'S 2025, IT'S GONNA ASK, IT IS GONNA LET ME DO FOR 24 24 PICK.
UM, MY REASON, UH, FOR FILING, RIGHT? THAT, UH, AND THEN YOU SEE DOWN HERE, IT'S GONNA ASK ABOUT ADDRESS INFORMATION.
UH, AND IT'S GONNA ASK IF THAT'S YOUR HOME ADDRESS.
THE REASON IT DOES THIS, UM, IS, UH, PARTICULARLY FOR JUDICIAL FILES, FILERS FOR THE STATE, UM, BUT IT WILL DO IT FOR EVERYONE.
UH, SO THERE'S, THE SYSTEM CREATES TWO REPORTS.
IT CREATES WHAT WE CALL A PERMANENT REPORT, WHICH THE ADMIN USERS HAVE, WHICH IS COMPLETELY UNREDACTED, UH, HAS ALL THE INFORMATION AND IT CREATES WHAT WE CALL A SCRUB REPORT.
AND THOSE ARE THE ONES THAT GET PUBLISHED TO THE, UM, TO PUBLIC REPORTING WEBSITE.
SO THE PUBLIC, UH, CAN SEE THOSE.
AND ON THOSE, UH, IF IT'S THE HOME ADDRESS OF A JUDGE, UH, IT'S GONNA GO AHEAD AND, UM, SCRUB THAT.
IN THIS CASE, IT'LL DO IT FOR ANYBODY.
IF YOU SAY IT'S YOUR HOME ADDRESS, I'M HIT START MY REPORT.
UH, SO YOU SAW, UM, IN CAMPAIGN FINANCE, THESE LITTLE RADIO BUTTONS HERE WERE OPTIONAL.
THEY'RE NOT OPTIONAL FOR PFS, THE REASON BEING THAT THE STATUTE REQUIRES THE FILER TO AFFIRM THAT THEY DO NOT HAVE, UM, ANY OF THESE, WHAT THEY CALL PARTS.
UM, SO THIS PART OF DATA, SO I'M JUST GONNA CLICK NO ON THESE AGAIN, IT'S NOT GONNA LOCK ME IN.
IF I DECIDE I WANT TO ENTER, UM, SOMETHING LATER ON, IT'LL LET ME DO THAT.
YOU CAN SEE THERE'S A LOT OF PARTS HERE IF ANYBODY'S EVER FILLED.
I'M SURE PEOPLE HAVE FILLED THESE OUT.
SO, ALL RIGHT, SO NOW THAT I'VE ANSWERED 'EM ALL, UH, THEN IT'S GONNA BE THE NEXT AND PREVIOUS, I'M GONNA HIT NEXT.
UH, SO YOU CAN SEE SIMILAR CONCEPT WORKSHEET SUMMARY.
UH, THE DOLLAR AMOUNTS AREN'T REALLY INVOLVED AS MUCH.
UH, TC DID NOT FEEL LIKE, UM, THAT TURBOTAX WIZARD APPROACH WAS NEEDED FOR PFS.
BUT YOU CAN SEE, I CAN START ANY OF THESE, UH, FROM THE LEFT OR FROM THE LIST ON THE RIGHT.
UH, COUPLE OF COUPLE THINGS THAT ARE DIFFERENT, UM, WITH THIS.
SO, FAMILY MEMBERS, UM, YOU, UH, PEOPLE CAN ADD THEIR FAMILY, FAMILY MEMBERS, YOU KNOW, DEPENDENT CHILD OR SPOUSE.
AGAIN, SAVING, ADD ANOTHER SAME CONCEPT.
UM, YOU CAN SEE IT'S ALL VERY SIMILAR.
UM, THAT WALKTHROUGH IS THE SCREEN WE JUST SAW WITH ALL THE RADIO BUTTONS.
SO I'M GONNA GO TO WORKSHEET SUMMARY.
I'M GONNA GO AHEAD, UH, AND SAY, YOU CAN SEE IT SAID, I SAID YES.
I'M GONNA HIT START AND YOU CAN SEE UP TOP.
NOW IT'S ASKING ME, DOES THIS BELONG? IS THIS, SORRY, OCCUPATIONAL INCOME, UH, FOR ME, THE FILE ITSELF, OR IT'S FOR THE DEPENDENT.
UH, AND THEY CAN PICK ONE OR THE OTHER.
IF IT'S JOINT, IT'S REALLY SOMETHING THAT THEY JUST HAVE TO ENTER IT, UM, FOR EACH, EACH ONE.
SO, SO AGAIN, IT'S GONNA ASK ME ABOUT HOME ADDRESS.
THE FILER CAN SAY YES AND IT'S GONNA PULL IN THAT ADDRESS, UH, THAT THEY HAD ON THE FIRST SCREEN.
THEY CAN SAY NO, AND THEY CAN, UH, ENTER SOMETHING ELSE REGARDLESS OF WHETHER THEY SAY YES OR NO.
WHEN THE SYSTEM GENERATES THAT SCRUBBED REPORT, IT IS GOING TO MATCH FOR THAT FIRST ADDRESS IF THEY SAID IT WAS A HOME ADDRESS.
LIKEWISE, IF THEY SAY NO ON THE, ON THE COVER SHEET, THAT FIRST ONE I SHOWED YOU, AND THEY SAY IT'S SOMEWHERE IN THE REPORT, IT'S GONNA GO CHECK THAT ONE AND EVERY OTHER PART, UM, WHAT THEY CALL PARTS.
SO EVERY SCHEDULE, UM, FOR THAT ADDRESS, AND IT'S GONNA REDACT IT IF IT MATCHES.
IT'S PRETTY MUCH A ONE FOR ONE.
SO IF THEY, UM, YOU KNOW, PUT 4 0 1 CAMP CRAFT AND THEY PUT CRAFTS ON ONE, UM, IT'S NOT GONNA REDACT THAT.
IT'S, IT'S SORT OF AN EXACT MATCH.
UM, SAVE AND ADD ANOTHER SAVE AND DUPLICATE, ALL THAT KIND OF STUFF.
KIND OF A NICE LITTLE THING ABOUT HERE IS IF I HIT, UH, DONE WITH OCCUPATIONAL INCOME, IT'LL ACTUALLY SAVE THE RECORD THAT WAS SOMETHING THAT THEY REQUESTED AND IT'LL MOVE ME TO THE NEXT THING.
SO IF I HAD SAID YES TO MULTIPLES, IT WOULD'VE JUST HOPPED TO THE NEXT, UH, BACK HERE, SORRY, ON THIS WALKTHROUGH.
IF I HAD SAID YES TO MULTIPLE OF THESE AS I ENTERED THEM, IT WOULD JUST SKIP TO THE NEXT ONE.
UM, BUT SINCE I DIDN'T, IT WON'T.
UM, SO AGAIN, UH, A LOT OF, UM, JUST DOLLAR AMOUNTS INFORMATION ABOUT WHO IT BELONGS TO, UH, THAT KIND OF STUFF.
UM, SO I'M NOT GONNA REALLY SPEND A TIME ENTERING ALL THIS INFORMATION.
UM, BUT I THINK, UM, IT'S KIND OF, YOU GET THE IDEA, RIGHT? IT'S, IT'S DOLLAR AMOUNTS NAMES, WHO IT BELONGS TO, ALL THAT KIND OF STUFF.
SO ALL THESE THINGS OVER HERE.
AGAIN, I CAN PREVIEW MY PDF AT ANY TIME IF I WANNA SEE WHAT, UM, IT LOOKS LIKE BEFORE I FILE IT.
[01:00:01]
AT ANY TIME.AND AGAIN, I HIT FILE AND, UH, AT ANY TIME I RAN THE ERROR CHECK.
I DON'T HAVE ANY ERRORS ON THIS REPORT AND HIT CONTINUE.
UM, SO HERE IS WHAT I TALKED ABOUT BEFORE.
SO, UM, I ONLY SAID, UM, I HAD ONE A, THAT'S ALL I ENTERED DATA FOR.
AND THIS IS WHERE THE STATUTE REQUIRES THEM TO AFFIRM THEY DO NOT HAVE THESE THINGS BEFORE THEY FILE IT.
SO IT'S GONNA LIST ALL THE THINGS THAT I SAID NO TO OR DID NOT ENTER DATA FOR.
UM, SO EVEN IF I SAID YES AND DIDN'T ENTER DATA, IT'S GONNA SHOW UP HERE.
UM, AND THEN I CAN SAY, WAIT, NO, I'M WRONG, OR, I CONFIRM THESE PFS PARTS ARE NOT APPLICABLE.
AGAIN, I CAN PROVE YOU MY REPORT.
IT WAS REALLY BIG FOR THEM TO, YOU KNOW, HAVE A LOT OF DIFFERENT WAYS TO DO THINGS.
AND AGAIN, HERE WE'RE ON THE FILING SCREEN, SO I JUST HAVE TO CHECK THIS CHECK BOX, ENTER MY PASSWORD, UH, THAT WOULD SERVE AS, UM, PROOF THAT I, I CAN FILE THIS REPORT, BASICALLY ELECTRONIC SIGNATURE.
UM, AND, UH, THAT'S, THAT'S A FILING SCREEN.
SO A LOT OF SIMILARITIES TO CAMPAIGN FINANCE, UM, IN TERMS OF HOW IT FUNCTIONS, BUT ALSO TOTALLY DIFFERENT TYPES OF DATA.
SO, UM, I'LL PAUSE THERE TO SEE IF ANYBODY HAS ANY QUESTIONS ABOUT PFS.
UM, I WANNA SAY THANK YOU FOR, FOR THIS PRESENTATION.
AND, UM, YOU KNOW, IT'S, IT'S IN ALIGNMENT WITH, WITH THE ADMINISTRATION, THE MAYOR WHO WANNA MAKE SURE THAT WE'RE, UH, MAKING IT EASIER, MORE EFFICIENT, BUT ALSO JUST CONTINUE TO BE TRANSPARENT WITH THE COMMUNITY.
SO JUST APPRECIATE YOUR, YOUR PRESENTATION.
UM, AND I'M NOT SURE WHO'S GONNA BE LEADING THAT ONE.
LEAH LEVERAGE IS ALSO WITH, UH, RFD AND WE'LL BE PRESENTING THE LOBBYIST AND OUR PERSONAL, WELL, THAT'S PERSONAL, OUR, UM, THE, THE FINANCE DISCLOSURE THAT I HAVE TO DO EVERY YEAR.
HELLO? CAN YOU HEAR ME? YES, MA'AM.
AND WHILE SHE'S GETTING SET UP, UH, COUNCIL MEMBER, I KNOW YOU MENTIONED JOSH SANDERS AND, AND HE'S OUT OF THE OFFICE TODAY.
UM, OR WE WOULD BE ABLE TO HEAR FROM HIM SPECIFICALLY, BUT HE WAS THE ONE WHO BROUGHT SOME OF THESE PACKAGES TO US.
UM, WE HAD HIM REVIEW IN THE DEMOS BEFORE WE MOVE FORWARD WITH THE STATEMENT OF WORK TO ENSURE THAT HE, UH, HAD INPUT INTO HOW AND WHEN AND WHY WE WERE GOING TO MOVE OVER INTO THESE SOFTWARE PACKAGES.
SO HE'S BEEN INTIMATELY INVOLVED IN THE WHOLE PROCESS.
WHILE LEE IS GETTING HER SCREEN, JUST SO EVERYBODY KNOWS WE'RE, UH, ON SITE IN THE SAME ROOM.
SO SHE'S USING MY MICROPHONE, SO IF IT SAYS I'M TALKING, IT'S REALLY HER.
YOU'LL BE ABLE TO TELL DIFFERENCE THOUGH.
AND LEAH, UH, IF YOU CAN, WHEN YOU'RE READY, IF YOU CAN INTRODUCE YOURSELF AND YOUR TITLE FOR THE RECORD.
MY NAME IS ALIYA HURT LEVERAGE, AND I'VE BEEN WITH RFG SINCE 2013.
UM, I WAS THE, UM, BUSINESS ANALYST FOR TEC.
I AM A SENIOR PROJECT MANAGER NOW.
AND, UM, I MANAGE THE AUSTIN PROJECT AND OTHER PROJECTS.
WE HAVE ETHICS PROJECTS THAT WE HAVE TOO.
UM, SO WHAT I'M SHOWING YOU IS, UH, THE AUSTIN CITY OF AUSTIN.
UM, IT'S T'S CODE BASE, SO YOU'LL NOTICE THE SAME LOOK AND FEEL AS THE TEC SCREENS.
AND THIS IS THE APP, THE ADMIN APPLICATION WHERE, UM, I WOULDN'T SEARCH FOR AUSTIN'S FINANCIAL DISCLOSURE FILER.
UM, THEIR FINANCIAL DISCLOSURE IS CALLED SFI.
IT STANDS FOR STATEMENT OF FINANCIAL INFORMATION.
SO I'M GONNA FIND MY FILER OVER HERE, AND I'M GONNA GO LOG IN.
AND YOU'LL NOTICE AUSTIN HAS THEIR OWN LANDING PAGE, THEIR OWN BRAND LANDING PAGE.
IT'S SIMILAR TO TEC, I FORGOT THE FILER ID NUMBER 9 0 3 5 3.
AND THE LOGIN LOOKS THE SAME AS TEC.
THE FILERS ARE CREATED THE SAME WAY, UM, WHEN THE ADMIN APP, UH, THROUGH THE ADMIN APP.
AND SO EVERYONE HAS A UNIQUE FILER ID.
UM, THE SAME FORGOT PASSWORD FUNCTIONALITY IS AVAILABLE.
[01:05:03]
AND LEAH, SORRY TO INTERRUPT, BUT JUST, UH, ONE MORE COMMENT FOR THE COUNCIL, UM, THE COUNCIL MEMBERS AND STAFF, UH, FOR THIS PARTICULAR PIECE OF IT, WE ACTUALLY GOT, UM, RASHAD GARE FROM THE LEGAL DEPARTMENT WHO MANY OF YOU HAVE TALKED TO WHEN WE HAVE TO DO OUR PERSONAL FINANCE DISCLOSURES.UH, AND HE, WE HAD HIM LOOK OVER THIS AND SPEAK EXTENSIVELY WITH RFD TO LOOK AT THIS PIECE OF THE SOFTWARE AS WELL.
SO I AM SHOWING THE FORGOT PASSWORD FUNCTIONALITY, UM, AS I THOUGHT THAT I HAD THE PASSWORD READY FOR THIS FILER, AND SOMEONE HAS APPARENTLY CHANGED IT.
WELL, I'LL ADD A FEW THINGS WHILE LEAH'S FIGURING OUT THE PASSWORD.
UM, SO WE'RE DEMOING THE CITY OF AUSTIN'S LOBBY AND, UM, SFI AND SO WE'LL, WE'LL, WE'LL DEVELOP, UH, SIMILAR MODULES, UH, FOR THE CITY OF HOUSTON.
UM, I ALSO WANTED TO COMMUNICATE A COUPLE THINGS AROUND THE FUNCTIONALITY.
THIS IS, THIS IS A RESPONSIVE DESIGN, SO YOU CAN FILE ON YOUR IPHONE OR YOUR IPAD.
UM, IT SHOULD, THE, THE SCREEN SIZE SHOULD ADJUST SO THAT IF YOU'RE, IF YOU'RE ON THE FLY OR YOU'RE, YOU HAVE, YOU, YOU'RE, YOU KNOW, YOU HAVE TO FILE AND SIGN IN AND, YOU KNOW, VIRTUALLY, UM, DOCUSIGN IT.
UH, YOU CAN DO IT ALL, UH, REMOTELY.
OKAY, THAT WAS A LITTLE BIT OF FILLER.
AND ACTUALLY, UM, I HAD, UH, JUST GIMME A SECOND PLEASE.
I CAN ALSO GO AHEAD AND SAY THAT WE'RE, WE ARE DOING THIS AS A SOFTWARE, AS A SERVICE.
SO AS WE DO WITH MANY OF OUR, UM, SOFTWARE PACKAGES, CLOUD-BASED AS, UH, MR. GLOVER SAID, YOU CAN USE IT ON ANY DEVICE.
UH, AND THEN WE HAVE IT SET UP AS SOFTWARE AS A SERVICE.
SO THERE'LL BE A MONTHLY, THERE'LL BE INITIAL, UH, CONFIGURATION AND ROLLOUT, AND THEN THERE'LL BE A, UH, YEARLY, UM, SUBSCRIPTION, RIGHT? THAT WE'LL PAY FOR THIS SERVICE.
RIGHT? AND THEN TO THE, THE, THE GENTLEMAN THAT WAS ASKING ABOUT, UH, HAVING PREVIOUSLY FILED, UH, WITH THE ETHICS COMMISSION, UM, AND ERIC HAD HAD ADDRESSED A LITTLE BIT OF IT, THE, THE WEBSITE FOR THE TEXAS ETHICS COMMISSION AND THE PUBLIC QUERY THROUGH THE TEXAS ETHICS COMMISSION.
BUT AS A PART OF OUR IMPLEMENTATION FEE WITH THE STATE OF HOUSTON, WE ARE GOING TO PROVIDE 10, UH, PUBLIC FACING QUERIES.
UM, THAT'LL GIVE, YOU KNOW, THE PUBLIC ACCESS TO ALL THE DATA THAT THE FILERS FILE.
WE WERE LOOKING AT A WAY THAT WE COULD, UM, FACILITATE INQUIRIES INTO THE FILING, UM, REPORTS BOTH FOR THE PUBLIC AND THE MEDIA, FOR INSTANCE.
AND, UM, THEY DID TALK TO US EXTENSIVELY ABOUT THE QUERIES THAT WE WOULD BE ABLE TO USE FOR THAT PURPOSE.
YEAH, AND THE WAY IT WORKS NOW IS WITH THESE LARGER, UM, YOU KNOW, THESE LARGER RACES WHERE THERE'S, UM, A SIGNIFICANT AMOUNT OF, UH, CONTRIBUTIONS AND EXPENDITURES, UM, UH, ORGANIZATIONS CAN DOWNLOAD, UH, FLAT FILES OF CONTRIBUTIONS AND EXPENDITURES THROUGH OUR SYSTEM.
SO THIS IS A TEST SYSTEM, AND IT LOOKS LIKE THERE'S SOME ISSUE WITH THE EMAIL SENDING ON THAT RESET PASSWORD.
SO LEAH'S JUST GONNA, UM, HOP OVER TO LOBBY QUICK, UM, AND WE'LL SEE IF WE CAN GET THAT SORTED OUT, UM, WHILE SHE'S DOING THAT PORTION OF THE DEMO.
YOU CAN SEE THAT THE, UM, WE COLLECT THE ADDRESS JUST LIKE TEC, SO WE CAN SAVE THAT AND ACCEPT THE CHANGES.
WE HAVE THE SAME MANAGE MY REPORT SCREEN AND IT WORKS VERY SIMILAR TO TEC WHERE WE HAVE IN PROGRESS.
AND IF I HAD A FILED ONE, THAT WOULD BE IN THE FILED LIST.
UM, I'M GONNA DELETE THIS ONE SO I CAN START OVER.
[01:10:01]
START MY REGISTRATION REPORT.UM, AUSTIN, UNLIKE TEC, HAS, UM, THE REQUIREMENT TO FILE ACTIVITY REPORTS QUARTERLY, WHICH I BELIEVE IS THE SAME WITH CITY OF HOUSTON.
SO WE'LL GATHER ANY MUNICIPAL QUESTION WE KNOW.
HERE I'LL SELECT A SUBJECT MATTER.
AND THIS IS VERY SIMILAR TO TEC IN THAT WE COLLECT SUBJECT MATTER, SAME FUNCTIONALITY WITH THE BUTTONS I CAN SAVE OR GO BACK.
NEXT IS THE CLIENT IDENTITY SCREENS.
SO FOR LOBBY CLIENTS, IF YOU DIDN'T REPRESENT ANYONE, YOU COULD SAY I REPRESENTED NO CLIENTS DURING THE APPLICABLE REPORTING PERIOD.
OR YOU CAN ADD THE CLIENT'S NAME AND BUSINESS ADDRESS IN BUSINESS AND SAVE.
AND THEN IF YOU HAVE EMPLOYEE EMPLOYEES AND ASSOCIATES, THOSE CAN BE ADDED HERE.
UM, IF THEY'RE, IF THEY'RE RELATED TO THE MAYOR AND COUNCIL, THEN YOU WOULD NEED TO ADD THOSE.
LET ME ADD ONE SO IT, BUT THIS IS NOT REQUIRED.
SO
SO IT'S VERY MUCH THE SAME KIND OF TURBOTAX FLOW AS AS TEC.
AND THEN AGAIN, YOU CAN PREVIEW THE REPORT OR YOU FILE OR AFTER AND BASICALLY COLLECTS EVERYTHING THAT WAS ON THE FIRST SCREEN.
AS YOU LOG IN, ADDRESS ALL OF THE REPORT DATA IS THERE.
AND THEN WE ALSO HAVE A CHECK FOR ERRORS, JUST LIKE TEC, TO MAKE SURE THAT THE REPORT, IF IT HAS ANY ERRORS THAT ARE HIGH, IT CAN'T BE FILED.
AND THEN WE FILE THE REGISTRATION.
AND AGAIN, THEY DON'T, THERE'S NO E-SIGN THAT THE PASSWORD AND BASICALLY SIGNATURE IS ALL THAT'S REQUIRED.
AND THEN, UM, AUSTIN USES A THIRD PARTY PAYMENT VENDOR, AND YOU CAN EITHER CHOOSE TO PAY LATER OR PAY NOW, BUT, UM, UH, AN ACTIVITY REPORT CAN'T BE FILED UNTIL THE RE REGISTRATION IS PAID.
AND THEN AUSTIN HAS A CONCEPT OF, UM, FOR THE ACTIVITY REPORT, THE ADMIN, THE ADMINS KNOW WHO NEEDS TO FILE THOSE BASED ON WHEN THE REGISTRATION WAS FILED.
AND SO THEY ENTER WHAT'S CALLED AN EVENT, A, A GLOBAL EVENT FOR ALL THOSE FILERS WHO NEED TO FILE ACTIVITY REPORTS.
AND LIKE I SAID, UNLESS THE REGISTRATION IS PAID, THEN YOU WON'T EVEN BE ABLE TO START THE ACTIVITY REPORT.
I CAN SHOW THAT WE ALSO HAVE A CONCEPT OF BEING ABLE TO UPDATE A REGISTRATION IF YOU NEED TO CHANGE, ADD CLIENTS OR CHANGE ADDRESSES
[01:15:01]
OR WHATEVER, THIS CAN BE UPDATED.UM, AND THEN YOU CAN SEE THE START ACTIVITY REPORT IS NOT ENABLED BECAUSE I DON'T HAVE, I HAVE NOT PAID MY REGISTRATION AND I DON'T HAVE AN EVENT FOR ONE YET.
SO THAT'S ALL I HAVE FOR THAT.
DOES ANYBODY HAVE ANY QUESTIONS? YEAH, THANK YOU, LEAH.
UM, AND I GUESS THIS IS MORE FOR INTERNAL.
SO, UH, QUICK REMINDER, FOR THOSE THAT ARE LOBBYISTS, YOU SHOULD BE REGISTERING WITH THE CITY.
UM, AT WHAT POINT DO WE ANTICIPATE SHIFTING OVER TO THIS FORMAT OR THIS APPLICATION? THIS IS PART OF PHASE TWO, SO THAT'S THE A HUNDRED AND, AND 120 DAYS I THINK IT WAS.
SO THAT'S A HUNDRED, A HUNDRED, 180 DAYS, 180 DAYS.
SO WE ASKED FOR BASICALLY SIX, SIX MONTHS TO GET BOTH THESE MODULES, UH, HOUSTON SPECIFIC MODULES UP AND RUNNING AND IN PRODUCTION FOR Y'ALL.
UM, AND SAME THING, I THINK JUST, UH, FOR, FOR THE PUBLIC, THOSE THAT ARE, THAT ARE GOING TO BE LOBBYING OR LOBBYING, UH, MAKING SURE THAT WE'RE COMMUNICATING WITH THEM AS WELL, THAT, THAT WE ARE SHIFTING OVER, UM, TO THIS, TO THIS, UM, APPLICATION.
UM, AND AS FAR AS, UH, 'CAUSE SOME OF THE CONVERSATIONS THAT WE'VE HAD AROUND THE HORSESHOE, WE DON'T KNOW WHO, WHO'S LOBBYING, UM, PULLING UP REPORTS, HOW WOULD WE BE ABLE TO IDENTIFY WHO, WHO'S THE LOBBYIST AND, AND WHO'S TALKING TO US.
UH, WE ULTIMATELY DEPEND ON THEM TO, YOU KNOW, SHARE THAT INFORMATION AND BE UPFRONT ABOUT IT.
BUT JUST, UM, HOW, HOW IS IT THAT WE, WE CAN HAVE ACCESS TO, TO THIS INFORMATION OR HOW DO WE DOWNLOAD IT? DO WE KNOW WHO, WHO WE'RE SPEAKING TO AS WELL? SO AS A, AS A PART OF THESE, UM, THE SPECIFIC HOUSTON MODULES, THERE'LL BE SOME PUBLIC QUERY ASSOCIATED WITH THOSE MODULES.
WE HAVEN'T DETAILED THOSE OUT YET.
IT'S GONNA BE, IT'S GONNA BE WHAT THE CITY OF HOUSTON WANTS.
THE PUBLIX TO QUERY REGARDING LOBBYING AND SFI, BUT IT, THERE WILL BE FUNCTIONALITY AVAILABLE FOR THE PUBLIC TO QUERY ON LOBBY ACTIVITY.
SO AS WE ARE LOOKING AT THIS SECOND PHASE, UH, I THINK IT WOULD BE, UH, IDEAL FOR US, FOR YOU ALL TO COME BACK AND MAKE SURE THAT WE, UH, REMIND THE PUBLIC, UH, AS WELL.
BUT ALSO, OF COURSE, MY COLLEAGUES.
UM, THERE ARE NO FURTHER QUESTIONS AT THE MOMENT.
UM, WE DO WANNA, UH, LET FOLKS KNOW THAT WE OPEN IT UP TO PUBLIC COMMENT, UH, TO SIGN UP HERE IN THE CHAMBERS, BUT ALSO ONLINE.
AND AT THE MOMENT I DON'T THINK WE HAVE ANY PUBLIC COMMENTS.
UH, SO THIS WOULD CONCLUDE OUR PRESENTATION AND THE PUBLIC COMMENTS.
SO FOR ANY MEMBERS THAT ARE WATCHING, I JUST WANT TO, UH, LET YOU KNOW THAT YOU CAN SEND IN YOUR QUESTIONS AND COMMENTS BY EMAILING MY OFFICE DISTRICT I AT HOUSTON, TX GLV, UH, AND SEEING NO ADDITIONAL COMMENTS OR QUESTIONS FROM COUNCILORS OR, OR STAFF.
I WANNA THANK EVERYONE FOR PARTICIPATING, UM, AND THE MEETINGS ADJOURN AND THANK YOU TO, WE APPRECIATE IT, SCOTT, ERIC AND LEAH FOR THEIR TIME BEING HERE AND FOR THE PRESENTATION AS WELL AS SUSAN SPENCER FROM GRANICUS.