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36.2. 23.2 How to complete page 2

23.2 How to Complete Page 2

This help documentation will show the data entry required to populate all sections on Page 2 of the CA 410 Statement of Organization in Campaign Manager.

The numbered items below are populated using fields on the candidate's record and the bank account info listed in Financial >>> Accounts. The lettered items are populated using fields on the CA 410 criteria page.

1 - Bank Account Information

For committees that file both FEC and CA reports, the "Default" account for the appropriate committee must be selected before running the report. So, when filing a CA 410, the "Default" checkbox should be checked for the state account, as seen below. The "Default" account can then be changed back to the appropriate Federal account. It is also necessary to fill in ALL highlighted fields seen below. If any highlighted field is left blank, none of the bank information will be pulled to the report.

2 - Controlled Committee - Candidate/Ballot Measure Information

3 - Primarily Formed Committee - Candidate/Ballot Measure Information

For instructions on how to connect staff records to the committee record, see 1.2 Committee Records - Linking Committee Staff.

 

A - Controlled Committee (Year of Election)

B - Controlled Committee (Party)

C - Primarily Formed Committee (Support/Oppose)