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37.2. Completing the Form 460 Cover Page
Completing the Form 460 Cover Page
This help documentation will show the data entry required to populate all sections of the CA 460 report cover page in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the 460. The cover page information begins on page 2.
Section A: Statement Covers Period
These dates are entered on the report parameters page in the Period From: and Period To: fields. Please see below for a screenshot of where these fields are located in Campaign Manager.
Section B: Date of Election
This date is entered on the report parameters page in the Election Date: field. See below for a screenshot.
Section 1: Type of Recipient Committee
These boxes are marked by the selections you make on the parameters page in the Statement Type: dropdown menu. See below for a screenshot.
Section 2: Type of Statement
This box is marked by the selections made on the parameters page in the Report Schedule: dropdown menu. See below for a screenshot.
Section 3a: Committee Information
The information in this section is saved to your filing committee record. Please see below for a list of all the fields that need to be entered to fully populate this section, along with a screenshot showing where each of those fields are on your filing committee record:
a: ID Number
b: Committee Name
c: Address
d: Phone Number
e: Mailing Address
f: Fax Number
g: Email Address
Section 3b: Treasurer Information
The information in these fields is saved to the individual record for your treasurer. Please see below for a list of all the fields that need to be populated for this information to show up along with a screenshot of where these fields are located in Campaign Manager:
a: Name
b: Address
c: Phone Number
d: Fax Number
e: Email Address
Section 3c: Assistant Treasurer Information
The information in these fields is saved to the individual record for your assistant treasurer. Please see below for a full list of the fields along with a screenshot of each field's location in Campaign Manager:
a: Name
b: Address
c: Phone Number
FINAL STEP!
In order for the treasurer and assistant treasurer information to show correctly on your 460 report, you must also link the treasurer's record and the assistant treasurer's record to the filing committee record. This is done in the "Connections" tab of the filing committee, and you need to specify the appropriate connection type. Please see the below screenshot for how this looks when it has been correctly entered:
Section 5: Officeholder of Candidate Controlled Committee
In order for any information to pull to this section the Statement Type selected on the report parameters page must be one of the following:
- Officeholder/Candidate Controlled Local
- Officeholder/Candidate Controlled Recall
- Officeholder/Candidate Controlled State
Section 5a: Officeholder or Candidate Information
The information in this section is found in the record of the Officeholder or Candidate. In order for any of this information to pull to the report the officeholder/candidate must be connected to the filing committee as Candidate. Please see below for a list of the fields used in this section of the report as well as a screenshot showing where these fields can be found in Campaign Manager.
a) Name of Officeholder or Candidate
b) Office Sought or Held
c) Residential/Business Address
Section 5b: Affiliated/ Controlled Committees Information
The information in this section is saved in the record of the Affiliated/Controlled Committee. In order for any of this information to pull to the report the Affiliated/Controlled Committee must be connected to the filing committee as either an Affiliated or a Controlled Committee. Please see below for a full list of fields included in this section as well as a screenshot of where they can be found.
a) Committee Name
b) ID Number
c) Committee Address
d) Name of Treasurer
Section 6: Primarily Formed Ballot Measure Committee
For any information to pull to this section of the Form 460 the Statement Type selected on the report parameters page must be one of the following:
- Ballot Measure Controlled
- Ballot Measure Primarily Formed
- Ballot Measure Primarily Formed and Controlled
- Ballot Measure Sponsored
Section 6a: Ballot Measure Information
The information in this section is saved to your filing committee record in the Custom Fields section under Compliance Fields. Please see below for a list of all the fields that need to be entered to fully populate this section:
a) Name of Ballot Measure
b) Ballot No. or Letter
c) Jurisdiction
d) Support or Oppose
Section 6b: Controlling Officeholder, Candidate, or State Measure Proponent
The information in this section is saved to the record of the controlling officeholder, candidate, or state measure proponent. Please see below for a list of all the fields that need to be entered to fully populate this section, along with a screenshot showing where each of those fields are on the controlling officeholder, candidate, or state measure proponent record:
a) Name of Officeholder, Candidate, or Proponent
b) Office Sought or Held
c) District No. if any
Note that fields b) and c) will only appear as options if the candidate checkbox is selected in the record.
In Addition, in order for any of this information to pull to the form 460 the controlling officeholder, candidate, or state measure proponent must be connected to the filing committee record as a candidate using the Connections tab.
Section 7: Primarily Formed Committee
To get information to pull to this section the Statement Type selected on the report parameters page must be set to Primarily Formed Candidate/Officeholder.
Section 7: Officeholder or Candidate Information
The information in this section is saved in each officeholder/candidate's record. Each officeholder/candidate must be connected to the filing committee as a Candidate through the connections tab for their information to pull to the report. Below is a list of included fields as well as a screenshot of where they can be found.
a) Name of Officeholder or Candidate
b) Office Sought or Held