Viewing Candidate/Committee Administration Information

 

• Click the administration tab. If the Administration tab isn't visible in the menu bar, perform the steps for Viewing a Candidate or Committee.

 

The Candidate Administration page is displayed.

 

Notes: You can maintain Candidate and Committee information if you have been granted the appropriate access. To add a Candidate or Committee, you must receive a CF-1 filing from the public site. To inactivate a Candidate or Committee, you must receive an Affidavit Campaign Finance Status (CF-7) from a Candidate or Committee with the dissolution check box (#1) selected. Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Candidate section, do one of the following:

 

• To file a new affidavit, click the file new affidavit button.

• To update an existing affidavit, click the update affidavit button.

 

The Notice of Candidate/Committee page is displayed.

 

2. Perform the steps for Adding/Amending a Registration.

 

Notes: CDOS users can maintain Candidate and Committee information if they have been granted access to modify the information. To add a Candidate or Committee, you must receive a Notice of ? (CF-1) filing from the public site. To inactivate a Candidate or Committee, you must receive an Affidavit Campaign Finance Status (CF-7) from a Candidate or Committee with the dissolution check box (#1) selected. Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Candidate section, click the update status button.

 

The Candidate/Committee fields are displayed in edit mode.

 

2. To edit the Candidate's or Committee's name, perform the following:

 

1. 1. Click the edit button.

 

The Candidate/Committee name field is displayed in edit mode.

 

1. 2. Type the Candidate's or Committee's name in the candidate/committee name field.

 

1. 3. Click the update button to save the information. To close the page without saving your changes, click the cancel button.

 

3. Select the Candidate's or Committee's status from the committee status drop-down list box. If you are attempting to change a Committee's status to active and the Candidate associated to the Committee is also associated to another Committee with an active status, an error message is displayed.

 

4. Type the Committee's purpose in the committee purpose field.

 

5. Perform one of the following:

 

If...	Then...
The Candidate or Committee plans to file reports manually...	Select the manual filer radio button.
You Candidate or Committee plans to file reports electronically...	Select the electronic filer radio button.

 

6. Type the first line of the Candidate's or Committee's address in the address1 field.

 

7. Type the second line of the Candidate's or Committee's address in the address2 field.

 

8. Type the city that is part of the Candidate's or Committee's address in the city field.

 

9. Select the state that is part of the Candidate's or Committee's address from the state drop-down list box.

 

10. Type the ZIP code that is part of the Candidate's or Committee's address in the zip code field.

 

11. Type the Candidate's or Committee's email address in the email address field (e.g., jdoe@myprovider.com).

 

12. Type the Candidate's or Committee's primary area code and phone number in the area code and phone fields.

 

13. Type the Candidate's or Committee's daytime area code and phone number (if different from the primary phone number) in the day area code and day phone fields.

 

14. Type the Candidate's or Committee's fax area code and number in the fax area code and fax phone fields.

 

15. In the Mailing Address section, perform the following:

 

1. 1. Type the first line of the Candidate's or Committee's mailing address in the mail address1 field.

 

1. 2. Type the second line of the Candidate's or Committee's mailing address in the mail address2 field.

 

1. 3. Type the city that is part of the Candidate's or Committee's mailing address in the mail city field.

 

1. 4. Select the state that is part of the Candidate's or Committee's mailing address from the mail state drop-down list box.

 

1. 5. Type the ZIP code that is part of the Candidate's or Committee's mailing address in the mail zip code field.

 

16. Click the update button to save the information. To close the page without saving your changes, click the cancel button.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Candidate/Committee section, click the update email button.

 

The Email Update page is displayed.

 

2. Perform the steps for Updating Email Addresses.

 

1. In the Candidate/Committee section, click the terminate button.

 

2. In the Confirmation dialog box, click the yes button. To close the dialog box without terminating the candidacy, click the no button.

 

The candidate status is changed from Active to Terminated. To officially withdraw, you must submit a letter of withdrawal to the designated election official responsible for ballot certification.

 

Candidates without a committee need to disclose any unreported expenditures by filing a disclosure report. Candidates cannot Terminate if they have pending expenditures and/or un-filed disclosure reports.  

 

Candidates with a committee can terminate their candidacy but this action does not terminate the committee. All committee reports are required until the committee files a termination report indicating a zero balance.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Associated Candidate section, click the associate candidate button.

 

The Candidate Committee - Candidate Association page is displayed.

 

2. Perform the steps for Associating a Candidate to a Committee.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

• In the Officers section, perform the following:

 

To...	Then...
Modify an Officer...	Click the link in the Officer column of the data grid for the Officer you want to modify.   The Officer Administration page is displayed.   Perform the steps for Updating an Officer.
Change an Officer's status to inactive...	Click the disable link for the Officer you want to inactivate.   The Officer's status is changed from active to inactive.

 

• Perform the steps for Adding/Updating a Campaign.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

• In the Filing Schedule section, perform the following:

 

To...	Then...
Add a filing schedule to the Candidate or Committee...	Click the add button.   The Add Filing Schedule section is displayed.   Perform one of the following:   To... Then... Add an existing filing schedule... Select the filing schedule that contains the filings you want to add from the filing schedule drop-down list box.   Click the add button to save your changes. To return to the previous section without saving your changes, click the cancel button.   Filings for the specified filing schedule are added to the candidate or committee.   Click the return button. Add a new filing schedule... Click the individual filing button.   Select the form upon which the filing is based from the filing drop-down list box.   Type a description of the filing in the description field.   Type the date the filing period begins in the period begin date field.   Type the date the filing period ends in the period end date field.   Type the date the filing is due in the due date field.   Type the time the filing is due in the time field and select AM or PM.   Click the add button to save your changes. To return to the previous section without saving your changes, click the cancel button.   The filing is added to the candidate or committee.   Click the return button.
Modify a filing...	Note: If the filing has been submitted (filing status is filed), the filing cannot be modified.   Click the link in the Description column of the data grid for the filing schedule you want to modify.   The Edit Filing section is displayed.   Type a description of the filing in the description field.   Type the date the filing period begins in the period begin date field.   Type the date the filing period ends in the period end date field.   Type the date the filing is due in the due date field.   Type the time the filing is due in the time field and select AM or PM.   Type a date beyond the due date to give the Candidate or Committee an extension for the filing in the extension date field.   Perform one of the following:   If... Then... The filing is required for the Candidate or Committee (the exempt button is visible) and you want to make the Candidate or Committee exempt from the filing... Click the exempt button. The Candidate or Committee is already exempt from the filing (the unexempt button is visible) and you want to make the filing required... Click the unexempt button.   Click the update button to save your changes. To return to the previous section without saving your changes, click the cancel button.
Delete a filing...	Note: If the filing has been submitted (filing status is filed) or a violation is associated to the filing, the filing cannot be deleted.   Click the link in the Description column of the data grid for the filing you want to modify.   The Edit Filing section is displayed.   Click the delete button.   The system displays a message asking if you're sure you want to delete the filing.   Click the yes button to delete the filing. If you don't want to delete the filing, click the no button.
Limit the filings displayed in the data grid to a specific type...	Select the type of filing to display from the filter drop-down list box.   Filings of the specified type are displayed in the data grid.

 

• In the Administrator Notes section, type a note and then click Update.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Event Log section, perform the following:

 

To...	Then...
Add an event...	Click the add button.
Modify an event...	Click the edit link for the event you want to modify.

 

The event log fields are displayed in edit mode.

 

2. Select the event's description from the event description drop-down list box.

 

3. Type the date the event occurs in the event date field.

 

4. Type the date the event is due in the due date field.

 

5. Type additional information regarding the event in the notes field.

 

6. If the event is no longer active, select the inactive check box. If the event is still active, clear the inactive check box.

 

7. Click the update link to save your changes. To return to the previous section without saving your changes, click the cancel link.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. In the Vendor Users section, click the associate vendor button.

 

The Associate Vendor page is displayed.

 

2. To associate a Vendor to the Committee, perform the steps for Associating a Vendor to a Committee.

 

3. To cancel a Vendor association, click the disable link for the Vendor you want to disassociate.

 

The specified EDI Vendor's status is changed to inactive.

 

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

• In the Import Data File section, perform the following:

 

To...	Then...
Import a new data file...	Click the import new file button.   The Import File page is displayed.   Perform the steps for Importing a File.
View imported file history...	Click the imported file history button.   The Imported File History page is displayed.   Perform the steps for Viewing Imported File History.