Introduction

Before You Run for Office

C-SMART

Compliance Training

Common Compliance Problems

Audit of Your Campaign

After the Election

CFB Checklist

Introduction

Mandatory Requirements

Working with the CFB

Filer Registration

Terminating a Candidacy

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Contribution Limits

Types of Contributions

Volunteer Services

Credit from a Vendor

Corporate Contributions

Types of Contributors

Types of Fundraising

Recordkeeping

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Making Expenditures

Outstanding Liabilities and
Forgiven Debt

Restrictions on Using Campaign
Funds

Use of Government Resources

Recordkeeping

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Receiving Loans

Repaying Loans

Forgiven Loans

Recordkeeping

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Filing Disclosure Statements

Filing Deadlines

Filing Exceptions

Your Disclosure Statement

Disclosure of Expenditures

Disclosure of Loans

Disclosure of Advances

Disclosure of Transfers

Presenting Your Disclosure
Statement to the CFB

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Disclosure Statement Review
Process

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Audit Reports

Generating Amendments

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Penalties

Current Penalty Guidelines

Penalty Assessments

Penalty Payment

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Qualifications for the Bonus Situation

Benefits of the Bonus Situation

Important Points to Remember

Introduction

Demonstrating that a Run-Off
Election is “Reasonably Anticipated”

Establishing a Run-Off Election
Bank Account

Contribution Limits

Transfers Involving Run-Off
Election Accounts

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Post-Primary Activity Determined
by General Election Ballot Status

Updating Campaign Information

Post-Election Audit

Post-Election Draft Audit Report

Post-Election Final Audit Report

Record Retention

Retiring Post-Election Debt

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Registering Transition and
Inauguration Entities

Donation Limits

Restricted Donations

Spending

Filing Deadlines

Recordkeeping

Important Points to Remember

Where to Find It

Common Pitfalls

Introduction

Introduction

Introduction

Claiming Credit Card Contributions

Sample Forms

Reproducible Forms