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35.2. How To Adding a Joint Fundraising Committee (JFC) so that it appears on FEC Form 1 and Form 2 correctly

Adding a Joint Fundraising Committee (JFC) so that it appears on FEC Form 1 and Form 2 correctly

1. The first thing you will need to do is set up the JFC committee record. There are two ways to do this:

Option 1: Go to "File" and select "New Committee"; perform data entry for the committee and save record. As Committee Type, you should choose "Authorized Committee" in most instances, which is the default.

Option 2: Search for the committee name you wish to add in your database by going to "Search" and select "Committee Search," choosing "Basic Search" as your search method. The system will return no results found since there is no record for that committee yet created.

2. The next step is to expand the area below towards bottom that reads "Possible Committee Matches from COSMOS Database." This is where the committee name you want to add should be listed. Click on the name of the committee.

Choose "Add Committee" and the committee record will be created. As Committee Type, you should choose "Authorized Committee" in most instances, which is the default.

3. The next step will be to add the committee as a joint fundraising committee. To do this, you will need to go to "Settings" and select "Filing Committees."

Select desired filing committee and then expand the "Relationships" section within the filing committee record.

4. Next, select "Add Relationship." You will be prompted to search for the committee you entered in the prior step. 

5. After you search for the committee, select it and choose to add the date of affiliation as well as the type. For the type, select "Joint Fundraising REP."

6. In order for all pertinent information to be properly included in Form 1 and 2, you will need to enter the banking information for the JFC into the Filing Committee record. To do this, select "Bank Accounts" and then choose "Add Account." The only information needed in this step are the bank name and address, no account information is necessary. We suggest the "Account Name" field be named something like "JFC Bank Information" or another name that will not be confused with your organization's banking information.

7a. These instructions will show the newly-created JFC on Form 1 this way:

7b. These instructions will show the newly-created JFC on Form 2 this way: