Candidate

• Register as a New User.
• Register a Candidate Committee or Exploratory Committee.
• File Certification of Exemption from Forming a Candidate Committee.
• Amend personal contact information.
• Certify amendment to personal contact information by a Treasurer and/or Deputy Treasurer (if one has been designated).
• Amend Candidate/Exploratory Committee’s registration information.
• Amend Certificate of Exemption from Forming a Candidate Committee.
• Designate a Deputy Treasurer (if one was not designated at the time of initial resignation).
• Terminate a Treasurer/Deputy Treasurer.
• Accept Treasurer’s/Deputy Treasurer’s resignation (Mst designate a new Treasurer within 10 days).
• File Notice of Intent to Dissolve Exploratory Committee.
• Run reports.

Chairperson

• Register as a New User.
• Register Committee.
• Amend personal contact information.
• Certify amendment to personal contact information by a Treasurer and/or Deputy Treasurer (if one has been designated).
• Amend Committee’s registration information.
• Designate a Deputy Treasurer (if one was not designated at the time of initial resignation.
• Accept Treasurer’s/Deputy Treasurer’s resignation (Must designate a new Treasurer within 10 days).
• Run reports.

Treasurer / Deputy Treasurer

• Change their own password.
• Amend registration information as it pertains to their “directory” information (i.e. address, phone number and email).
• Submit their resignation.
• Open a new Itemized Campaign Disclosure Statement for a covered period;
• Enter beginning Summary Balances.
• View Summary Balances.
• Enter draft transactions to an open Itemized Campaign Disclosure Statement for a covered period.
• Update and delete draft transactions included in the open Campaign Disclosure Statement report for a filing period by transaction types.
• Reate an Amended Campaign Disclosure Report based on an already filed Campaign Disclosure Statement report for a filing period.
• Amend any transaction of the Amended Campaign Disclosure Report by transaction types and transaction dates.
• Setup up disclosure related application parameters such as treatment of small individual contributions, fundraising events information or committee credit cards.
• Certify and file (submit) Campaign Disclosure Statement report for an open filing period.
• Certify and file (submit) Amended Campaign Disclosure Statement report.
• Create, update or disable Login ID of committee data entry staff.
• View draft statements, filed statements and run ad hoc reports.

Data Entry

• Treasurer can appoint data entry person.
• Can create a Login ID.
• Change their password.
• Enter receipts made by a committee during a filing period.
• Enter expenditures made by a committee during a filing period.
• Enter and submit details about Expenses Incurred by a committee during a filing period.
• Review, validate and edit any data that they have entered.
• Run reports.