User Manual - City and County of Denver
Contents
1. e All major contributions must also be entered on other reports o The first day of major contributions are reported on the pre election report o The last five 5 days of major contributions are reported on the post election report 6 1 Creating a Major Contributors Report 1 Log in to the system following the instructions from section 2 4 p 12 13 2 Select the campaign for which you are reporting 3 Select the Report Activities tab 4 From the Create a New Report dropdown select Major Contributions fig 6 1 1 5 The system will ask if you want to create this report click Yes 6 You will be taken to the Contributions Tab for major contributions fig 6 1 2 Figure 6 1 1 Candidate Financial Treasurer Report Info Disclosure Info Activities This area allows you to manage your reports You can create reports administer pending reports amend previously filed reports and view previously submitted reports simply by selecting the desired report from the appropriate dropdown Report Calendar Report Activities Instructions Report Activities Select Election The August report will be due September Sth by 5 00 pm Tuesday November 06 2012 m Create a New Report Major Contributions H Create a Report January Monthly February Monthly March Monthly w April Monthly 4 May Monthly Report June Monthly August Monthly September Monthly Pre Election teport Major Contri2. 15 4 3 Completing the Treasurer Affidavit 1 The first tab you will encounter after you log in to the system is the Treasurer Info tab fig 4 3 1 2 If the treasurer is the same as the candidate and you have a committee fill out the Treasurer Affidavit to Access the Committee Information tab 3 Enter the information in each field using the tab key to move to the next field Then click the Save button fig 4 3 1 This is the first time in this system you have clicked a Save button Nothing is saved until this happens so if you do not get to this step all information provided regarding this campaign will have to be re entered 4 If anything needs to be changed click the Edit button make the change and click the Save button again Once all the information is correct on this screen click the Print Affidavit button have the Treasurer Affidavit notarized and submit to Denver Elections Division fig 4 3 2 5 As mentioned above after you have submitted the organization documents they will be posted online within 1 2 business days at which time your campaign will be activated by the Denver Elections Division which allows you to begin creating reports Figure 4 3 1 Treasurer Info Report Calendar Treasurer Information Instructions Please input the requested information in each field using the tab button to advance fields Status New Edit Mode Edit First Name Middle Name Last Na
3. Edit Hame Cindy Clerk Website 1 List the name of each business in which you or your spouse owned any securities or other interest in excess of one percent 1 or five thousand dollars 5 000 00 and the name of the person holding the interest Figure 3 2 2 Incomplete x One or more questions have been left blank Please answer all questions prior to submitting this document to Denver Elections Division _ Il A 15 3 3 Completing the Treasurer Affidavit 1 Once the Financial Disclosure Statement has been submitted click on the Treasurer Information tab if the treasurer is different from the Candidate fig 3 3 1 2 If the treasurer is the same as the candidate and you have a committee fill out the Treasurer Affidavit to Access the Committee Information tab 3 Enter the information in each field using the tab key to move to the next field Then click the Save button fig 3 3 2 4 If anything needs to be changed click the Edit button make the change and click the Save button again Once all the information is correct on this screen click the Print Affidavit button have the Treasurer Affidavit notarized and submit to Denver Elections Division fig 3 3 3 WGIIYGI ww VUSUY 720 865 4910 tracy steers denvergov org f Figure 3 3 1 Election Tuesday November 06 2012 Financial Treasurer Cor Disclosure Info Please answer each question using t
4. Entering Contributions 1 Enter each contribution individually Note all contributions are from organizations or individuals not couples If acouple made a contribution split the amount in half and list half from each individual Select if the contribution came from an organization or an individual by selecting the appropriate radio button Whether you have selected an individual or an organization enter part or the entire name in the field provided if you enter an individual enter the last name Then hit the tab button then enter or click the lookup button with the mouse fig 5 3 1 If the name of the individual organization does not come up click the Add button A window will come up to add the information about the contributor fig 5 3 2 29 Figure 5 3 1 In Kind Overdue Report Summary Contributions Contributions Loans Obligations Activities Enter each contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the contribution transaction Then click the save button This transaction should now show up on the grid Report Calendar Contributions Instructions Status New Transaction Mode Edit Lookup Contributor Step 1 of 3 Note You must complete all 3 steps then press Save individual Enter all or part of the contributor s nam
5. about the issues you care p about most asswort l Exclusive access to online data and downloads Online tools and apps for mapping 311 Help Center requests and much more Forgot your password Register Now 10 1 Enter the requested information into each field clicking the tab button to advance fields fig 2 3 3 2 First select the type of campaign by clicking one of the three radio buttons Candidate Issue or PAC Note the type of committee you select determines the documents you must file with Denver Elections Division Campaign Finance Next you will select the election you wish to affect this is mandatory for candidates 4 Then you will enter the contact information for the campaign this can be different from the candidate contact information but the email address and phone number must be the one to which Denver Elections Division will direct all communications Proceed through these fields by using the tab button 5 When all fields have been completed click the continue button You will be taken to the campaign organization documents determined by the type of campaign that was w selected Figure 2 3 2 Current User tracy steers denvergov org 7 Logout Warning in 28 18 en Cly These are the campaigns to which you have access Please select the campaign you wish to work on Select Campaign Campaign Messages Current Associated C
6. button at the bottom of the grid to add the payee Anew window comes up into which you will input the information about the new payee 3 When all fields are complete click the Save button and the new payee will show in the grid fig 5 5 2 Figure 5 5 1 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities Report Calendar Expenditures Instructions Enter each expenditure as a seperate transaction If the Payee is not listed in the grid click to add them Then enter the payee info Once Entered double click on that payee and enter the expenditure transaction Then click the save button This transaction should now show up on the grid To enter refunds on previous expenditures enter the information as an expenditure with a negative amount 10 00 Status New Transaction Mode Edit Lookup Payee Step 1 of 3 Note You must complete all 3 steps then press Save Enter all or part of the payee s name ID Payee Address Date Amount Purpose Add Edit Del is a Page l ofO gt r 5 v No records to view No expenditures found Itemized 0 00 Non Itemized 0 00 Total Expenditures 0 00 Figure 5 5 2 Add New Payee x Hame Address City State Zip Save Close 33 4 Double click on the payee in the grid to select it fig 5 5 3 5 Enterthe date amount and purpose of the expenditure then click th
7. grayed out to editing To make changes click the Edit button and then Save again when everything is correct If all the information is complete click the Print Statement button You will get a message instructing you to click Cancel to input financial institution information If you have already added financial institution information just click Ok Click the Add button at the bottom of the screen to add Banking information Another window will pop up asking for the bank name and address Fill these fields and click Save 17 8 Click the Print Statement button and then click the Submit button This document does not have to be notarized but does need to be delivered to the Denver Elections Division 200 W 14 Ave Denver CO 80204 720 865 4910 tracy steers denverqov org Figure 3 4 1 Election Tuesday November 06 2012 Candidate Financial Treasurer Info Disclosure Info Report Calendar Committee Information Instructions Please provide all the contact information for your committee using the tab key to advance fields When complete press the Print Statement button and send to Denver Elections Division Status New Edit Mode Edit Hame of Political Committee Contact First Name Middle Name Last Name Suffix Contact Phone Contact Email Address None k Committee Mailing Address City State Zip Hame of candidate or description of issue the political com
8. ne 21 4 1 Create an Issue or PAC Eampalgn sans EE E EE E NE 21 4 2 Issue or PAC Campaign s Organization Documents cssscccccsssececceseceeceesececaeneececseueccesaeecetsuneeees 22 4 3 Completing the Treasurer Affidavit a a 22 4 4 Completing the Statement of Committee Organization essseeseeeesssnennsneennnnnnennennnnnnnennnnnnennnneennnn 23 4 5 Allowing Staff Access to the Campaign Finance System csessssssessnnensnesnnnnnennnnnnennnnnnnnnsnnnsnennnnnnen 24 5 Creating amp Submitting Reports 27 5 1 Logging back into the Campaign Finance Filing system cccccssecccesscccessceeeneceeeeeesuenceseuecensueeeeees 27 3 2 LTE all ROPO nee A AA N N 28 SEMENE COHTEIHULION Saas Denen 29 5 2 Entering In Kind cOntriputi ns zer 82 2 ra sn Aa 32 SE Merine EXDENGILUrESs u ea a a E 33 ROLENE LOSI essen ea een 35 5 7 Entering Overdue Obligations ccccccccsssecccsscccsescecenececeescceeenecesescecaeucesauseceeeseessencesseecesseeceneneeees 38 5 8 Accessing the Summary Tab and Submitting Reports ceccccesccceesececeseceeeneceeeneceeaeeceseneceseneeeeees 39 6 Major Contributors Report 2a 41 B 1 Creating a Major C ntrib tors REDO esinen aa e a N a a T 41 7 Viewing and Amending REPOIts ceccsccsccccsccsccccecccceccececcsccccsccecesceccececcecssceccscescscesceees 45 7 1 Viewing a Previously Submitted RepOrt ssssssnessssereresssserrsssssrressssrreresssseressssreressssereresssee
9. to Denver Elections Division Status IOR Edit Mode view Name of Political Committee Committee for better tasting mall water Contact First Name Middle Name Last Name Tracy Steers Suffix Contact Phone Contact Email Address 720 865 4910 tracy steers denvergov org Committee Mailing Address 200 W 14th Ave City State Zip Denver co 80204 Name of candidate or description of issue the political committee supports or opposes and any other purpose of the committee We are the committee for better tasting water at the drinking fountains in malls Save Cancel Campaign Finance v 1 0 4612 19263 No financial institutions found ID Financial Institution Name Address Add Edit Del Page 1 of0 m mils No records to view 23 8 Afterthe Financial Institution information has been entered and the Save button has been clicked the Print Statement button will be activated fig 4 4 2 9 Click the Print Statement button and print the Statement of Committee Organization This document does not have to be notarized but does need to be delivered to the Denver Elections Division 200 W 14 Ave Denver CO 80204 Figure 4 4 2 EEE u EEE En Amend Print Statement Campaign Finance v 1 0 4695 15761 ID Financial Institution Name Address s Water Bank United 605 Waterway Ln Denver CO 80204 Add Edit Del Pagei of 1 View 1 1 of 1 4 5 Allowing Staff Access to
10. will remain disabled 7 The email address provided is that by which the public can reach the campaign 8 The residential address is that of the candidate 9 If the residential address and the mailing address are the same simply click the checkbox indicated and the mailing address will auto populate if the mailing address is different manually input that address 10 If you click the Cancel button all the information entered to this point is lost and you must start the process of creating a campaign again 11 Verify that all the information has been input correctly as this information will be locked when the Save button is clicked 12 Click the Save button 13 a Note amessage comes up recommending that you verify the information provided is correct b This is the first time in this system you have clicked a Save button Nothing is saved until this happens so if you do not get to this step all information provided regarding this campaign will have to be re entered c After clicking Save you may notice the entries you just made are now grey and you are not able to change anything Check all the data again to make sure it is correct as this is the information that will be posted on the internet for public viewing 13 When you log back into the system you should notice that the campaign you created is listed here All campaigns to which you have access will be listed here Click on the campaign l
11. City and County of Denver Campaign Finance Reporting User s Manual December 11 2012 Version 1 6 Table of Contents 1 TheFungamentals can 5 1 1 Campaign Finance Reporting Responsibilities ceecccsssecccseceeeseceeeneeeeesececeeceeeeeeeencessugecensneeees 5 2 The Campaign Finance Reporting System sscsccsscsceccsccccsccsceccsccccsccsceccescsceccecssceccsceecess 7 2 1 Launching Campaign Finance Reporting System uesensessseessnenenennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnn nn 7 ZZ REBIStEr TOn MYDENVE snc naar a re nee 8 2 3 Log into Campaign Finance Reporting SYSteM ccsccsscsssccsccsecesecsceseceecceeceseceectseceecesecesseaeceseees 10 24 Loge Quel Timed Our 2a nasser tee res 12 3 Creating a Candidate Campaign sesesesesesessssssessssseosoeoeoeceoeoececececececesesesesececesesesesseessssseeee 13 3 1 Candidate Campaign s Organization Documents ussssssssssssssseeennnnnnnnnennnnennnnnnnnnnnnnnnnnnnnnnsnnnennnnnnnn 13 3 2 Completing the Financial Disclosure Statement ccccsseseccccccesesseccccseeseececsesaeeesecessaueeecesseaaaaeeeees 15 3 3 Completing the Treasurer Al avi ss een 16 3 4 Completing the Statement of Committee OrganiZation cccccessccccessseccceesecceeesccessaeecesseeceeseees 17 3 5 Allowing Staff Access to the Campaign Finance SYSteM cccccccesecccceessececeesececeescceseaeeceesuneceeseees 18 4 Creating an Issue or PAC EaMpalen nniei
12. Since the Major Contributor report is due the day after the contribution is received it is recommended that you submit at the end of each day so that none of these reports are submitted late Figure 6 1 3 In Kind Report Summary Contributions Contributions Activities Report Calendar Summary Instructions You may preview individual pages or preview the complete report prior to submission If the balance on hand is zero and you wish to terminate the committee click the final report box Summary Display Major Contributions Report Note The date amp time stamp on this report is the time of submission not the time of reviews by the Denver Election Division All entries on this report must also be made on the Pre Election or Post Election report depending on the date of the Major Contribution Figure 6 1 4 Summary Display Major Contributions Report Submit Report to Election Division Note The date amp time stamp on this report is the time of submission not the time of reviews by the Denver Election Division All entries on this report must also be made on the Pre Election or Post Election report depending on the date of the Major Contribution 43 This page left intentionally blank 44 7 Viewing and Amending Reports 7 1 Viewing a Previously Submitted Report 1 A a a After a report has been submitted accepted and posted online by Denver Elections Division you can view that report from within this syst
13. Total previous in kind contributions 50 00 Total in kind contributions received for election cycle 0 00 Preview Edit Obligations Overdue obligations 50 00 Preview Edit Loans Total amount of loans received this period 3 000 00 Balance on all outstanding loans 0 00 39 3 You can preview each form individually by clicking on the link above each section on this page But this will not activate the Submit and Print Report button 4 You can edit forms you have created by either clicking the edit link above each section or by clicking the appropriately named tab at the top of the screen 5 Ifthe balance on hand after you complete this report is zero and you would like to terminate this committee click on the click here to terminate this committee checkbox below the Submit Report to Elections Division button 6 Click the Submit Report to Elections Division if all the information has been entered for this report 7 You will receive an email indicating that your report has been successfully submitted to Denver Elections Division If you receive this message in error please call Denver Elections Division at 720 913 VOTE 8683 or send an email to campaignfinance denvergov org Figure 5 8 2 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities You may preview individual pages or preview the complete report prior to submission If the balance on
14. all reporting information is input and submitted electronically Most of the campaign organization documents must still be submitted manually due to the requirement for signatures and notarizations on specific forms This manual assists the user in effectively navigating the Campaign Finance Reporting System and should answer most questions the user might encounter 2 1 Launching Campaign Finance Reporting System 1 Log into your computer system and access the internet with a web browser Google Chrome or Mozilla Firefox is recommended 2 Gotothe Denver Campaign Finance web page at www denvergov org campaignfinance 3 Click on the Online Campaign Finance Filing link fig 2 2 1 4 Then scroll down just a bit and click on the To begin please log in here link in the middle of the screen 5 This will open the login screen for MyDenver Figure 2 1 1 AtoZ Services Subscribe amp Connect 311 Help Login Sign up THE MILE HIGH CITY W i DENVER Help me find v Neighborhood Services Business Services Visiting Government Online Services Denver Office of the Clerk and Recorder LLG Elections amp Voting Elecciones y votaci n Foreclosures Marriage Licenses Records amp Recording Newsroom AboutUs Contact Us r 2 Clerk and Recorder Elections amp Voting Campaign Information LL gt Campaign Finance 2 pag Campaign Links jomi gt Online Campaign Finance Election Rules f Filing This section includes information
15. ampaign Finance Information Packet found on i Online CPF User s Manual gt FAQs the Campaign Forms page en BR 2 2 Register for MyDenver 1 The MyDenver Login Screen will appear fig 2 2 1 2 Asa first time user of this system click the Register Now link fig 2 2 1 3 Anew window will come up instructing you to Create your Account fig 2 2 2 4 Complete all the fields using the tab key to advance fields 5 Use an email address to which you have regular access as you will be required to verify receipt of a confirmation email prior to accessing the Campaign Finance Reporting system 6 Note the captcha at the bottom must be entered correctly It is advised that you use the refresh button within the box to find a combination of letters you can read Figure 2 2 1 Login to Your Account MG Welcome back Haven t signed up yet When you create a City account you gain access to several z online services such as Email Free alerts and reminders about the issues you care about most Exclusive access to online data and downloads Online tools and apps for mapping 311 Help Center requests and much more Login Forgot your password i gt Register Now Password 4 Before you click the Create Account button If you type it wrong you will have to re enter your password when you are assigned a new captcha word combination When you are satisf
16. ampaigns Committees Welcome to the Campaign Finance Online Reporting System You Moving Denver Forward should be able to access your reports If you have any concerns or No Blank Check 2012 recommendations please contact The Denver Elections Division at 720 865 4910 AFSCME Council 76 Small Donor Committee Citizens for Accountability Denver County Republican Central Committee Denver Firefighters Local 858 PAC i m n el Figure 2 3 3 Hew Campaign Information x Campaign Type J Campaign Contact Information J First Name candidate Select this option if your campaign is to elect a specific person to a specific office Last Name Issue Select this option if your campaign is to support oppose a specific issue pac Select this option if your committee is a Political Action Committee Mailing Address Election Selection Election Date E Select Election Date v Continue Cancel 11 2 4 Log Out Timed Out 1 PA i DENVER by THE MILE HIGH CITY If you log off or get timed out the system logs you out due to inactivity after 45 minutes note the timer at the top of the screen within the system you will see the following screen fig 2 4 1 If you click the link to Log Back In you may be taken to MyDenver fig 2 4 2 This is the MyDenver home page giving Denver residents several helpful services maps and subscriptions However there is no link to the Campaign Finan
17. butions Post Election Year End 41 7 You may notice the tab strip is now Red this is how you know you are working on a report for a major contribution 8 Additionally you may notice the name of the report on the top 9 Enter Contributor information according to the instructions in section 5 3 p 32 34 10 Enter In Kind Contribution information according to the instructions in section 5 3 p 32 34 as in kind contributions are entered just like monetary contributions 11 Enter Loan information according to the instructions in section 5 6 p 38 41 12 When all information for the major contributors for the day is entered click on the Summary tab fig 6 1 3 13 Click on the Display Major Contributions Report button to view and print the report you just created Ifthe report is blank you have not entered any information yet Click on the appropriate tab to enter contributions in kind contributions or loan contributions 14 Close out the preview window by clicking the x in the top right corner of this preview window This will activate the Submit to Elections Division button fig 6 1 4 15 Click the Submit to Elections Division button to submit the report 16 You will get a message instructing you to verify that the report is complete If it is not click the Cancel button and complete the report and resubmit Ifthe report is ready for submission click the Yes button Fi
18. ce Reporting System directly from this page Log back in according to the instructions in section 2 1 p 7 8 Figure 2 4 1 Subscribe amp Connect 311 Help Neighborhood Services Business Services Visiting Government Help me find w Login Sign up Online Services Your session has successfully been logged out Thank you for visiting My Denver Log Back In 311 Help Neighborhood Services Business Services Visiting Government Help me find w Logout blockheadidr qmail com Online Services Add Widgets Follow the Mayor on RSS 5X Mayor Hancock Announces Balanced Sustainable Plan for A Denver s Fiscal Future Mayor Hancock s Denver Metra Chamber of Commerce Keynote Remarks as Prepared Joint statement from Adams County Commissioners and the Mayors of Aurora Brighton Commerce City and Denver Mayor Hancock Selects Independent Monitor City of Denver Supports Local National Night Out Events To Promote Community Safety amp Crime Prevention Awareness and Hosts Backpack Drive to Benefit Denver s Youth Mayor Hancock Statement on the Shooting in Aurora x My Account Screening Committee Announces Independent Monitor Finalists Mayor Hancock Delivers First State of the City Address Text of Mayor Hancock s State of the City Address Coloradn Premium Fonds tn Fxnand Oneratinne in Nenwera My 311 olx Pag My Subscriptions alx ee 12 3 Creating a Candidate Ca
19. cking the x in the top right corner of that window c On closing this window you are taken back to the Summary Tab and you will notice that the Submit Report to Elections Division button is now activated fig 5 8 2 Figure 5 8 1 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities You may preview individual pages or preview the complete report prior to submission If the balance on hand is zero and you wish to terminate the committee click the final report box Report Calendar Summary Instructions Summary Preview Cover Page Preview Summary Page Display Complete Report Funds on Hand Total funds on hand at the beginning of this reporting period 3 250 57 The 24 Total funds on hand at the end of this reporting period 2 922 57 Note The date amp time stamp on this report is the i time of submission not the time of review by the Denver Election Preview Edit Division Contributions Ben O Click here to terminate this committee om contributions 0 00 Balance on hand must be zero Total previous contributions 0 00 Total contributions received for election cycle 0 00 Preview Edit Expenditures Tote expenditures 328 00 Total previous expenditures 50 00 Total amount spent this election cycle 5328 00 Preview Edit In Kind Contributions Total in kind contributions 50 00
20. ctivate button This prevents them from accessing your reports after they have left your campaign You have now completed all the organizational documents and submitted them Within 2 business days your documents should be posted online at www Denvergov org campaignfinance under the appropriate year and campaign When this happens your campaign will be activated and you will be able to create reports 25 This page left intentionally blank 26 5 Creating amp Submitting Reports As soon as a campaign receives contributions of 500 or more OR has made expenditures of 500 or more that campaign must begin reporting After the first monthly report has been submitted all future reports must be submitted through the Year end report even if there is no activity for the campaign thereby creating a blank report When the balance on hand for a Campaign is at zero the campaign can be terminated after which no further reports are due If Contributions are received or Expenditures are made after a campaign has been terminated email Denver Elections Division Campaign Finance at campaignfinance denvergov org to have the campaign reactivated to continue reporting on an Annual basis if the campaign is not participating in an election during the year Ifa campaign still has a balance on hand after the Year end report is submitted the campaign must file annual reports until the balance on hand is zero 5 1 Logging back into the Campaign Finance Fi
21. ddle Hame Last Name Hickname Suffix Phone Candidate for Office of Council District Email Residential Address City State Zip SS SEE TEE Se _ TE ere ee a 14 3 2 Completing the Financial Disclosure Statement 1 Click on the Financial Disclosure tab to continue in the system fig 3 2 1 2 Answer each question on the Financial Disclosure statement If you do not have all the answers complete as much as possible then click the Save button If you do not answer all the questions before clicking the Save button all answers that have been input will be locked Click the Edit button to complete the form then click the Print and Submit button If you have left any of the questions blank on submit you will get an error message indicating that one of the questions has been left blank fig 3 2 2 3 Just click the Ok button click the edit button and answer any questions that have been left blank Then click the Print and Submit button to complete the Financial Disclosure Statement 4 The Financial Disclosure Statement will be submitted electronically to Denver Elections Division so there is no need to deliver it Figure 3 2 1 Financial Disclosure Report Calendar Financial Disclosure Instructions Please answer each question using the tab key to advance fields Document will not print submit if any field is blank Status New Edit Mode
22. e Organization ID Contributor Address Date Amount Exception Add Edit Del Page 1 ofO py 5 v No records to view No contributions found Itemized 0 00 Non Itemized 0 00 Total Contributions 0 00 Figure 5 3 2 Add New Contributor x First Name Middle Name Last Name Address City State Zip Save Close 6 After you enter the information about the contributor click the Save button and that contributor will show up in the grid 7 When the name comes up in the grid list double click on the correct option and a new window will come up allowing you to enter the contribution specifics fig 5 3 3 8 Enter the amount and date for the specific contribution If this contribution is from the candidate with this candidate campaign then select that option for the aggregate exception type which is not a mandatory field fig 5 3 4 9 After inputting the date and amount click the Save button and the contribution will show up in the grid below the contributors grid 10 To add another contribution click the Add button at the bottom of the contributions grid 30 11 Repeat steps 1 10 p 32 34 for all contributions until all contributions have been entered 12 To enter non itemized contributions contributions under 50 click the link at the bottom of the contributions screen This is the same function on the In Kind tab and the Expenditures tab fig 5 3 5 Figur
23. e Overdue Obligations tab Figure 5 6 3 Summary Contributions in Kind Overdue Report Contributions Expenditures Loans Obligations Activities First find the guarantor in the grid or add it if necessary even if the guarantor is the candidate Then double click the guarantor from the grid and input the information about the loan using the tab key Report Calendar Loans Instructions to advance fields Then click the save button This loan should now show in the grid Status New Loan Mode Edit Loan Entry Step 2 of 2 Guarantor Information Warbucks Daddy 508 Monied Ln Denver CO 80204 Change Guarantor Lender Information Lender Name Address City State Zip ID Date Amount Lender Add Edit Del Page of gt No loans found Loan Details Account Number Date Amount Term in months Repayment Method Interest Rate Guarantor Edt Pmt a E I No records to view 36 Figure 5 6 4 In Kind Contributions Contributions First find the guarantor in the grid or add it if necessary even if the guarantor is the candidate Then double click the guarantor from the grid and input the information about the loan using the tab key to advance fields Then click the save button This loan should now show in the grid Status Existing Loan 4 Loan Entry Step 2 of 2 Overdue Report Obligations Activities Report Ca
24. e Save button and the new expenditure will show up in the grid fig 5 5 3 a To enter non itemized expenses amounts under 50 click on the link below the grid fig 5 5 4 b When all expenses have been entered proceed to enter loan data by clicking on the Loans tab Figure 5 5 3 negative amount 10 00 In Kind Summary Contributions Contributions expenditure transaction Then click the save button This transaction should now show up on the grid To enter refunds on previous expenditures enter the information as an expenditure with a Expenditures Overdue Report Loans Obligations Activities Report Calendar Expenditures Instructions Status New Transaction Selected Payee Expenditure Entry Mode Edit Step 3 of 3 Note You must complete all 3 steps then press Sawe In Kind Summary Contributions Contributions Expenditures Accounting Consultants R Us Date 125 Bookkeeping Ln Denver CO 80204 Amount Change Selected Payee Purpose Save Cancel ID Payee Address Date Amount Purpose Figure 5 5 4 Overdue Report Loans Obligations Activities Report Calendar Expenditures Instructions Enter each expenditure as a seperate transaction If the Payee is not listed in the grid click to add them Then enter the payee info Once Entered double click on that payee and enter the expenditure transaction Then click the save button This
25. e 5 3 3 In Kind Overdue Report Contributions Contributions Obligations Activities Enter each contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the contribution transaction Then click the save button This transaction should now show up on the grid Report Calendar Contributions instructions Status New Transaction Mode Edit Matching Contributors Step 2 of 3 Note You must complete all 3 steps then press Save Criteria Individual Smith New Lookup Select a contributor from the list of matching contributors below by double clicking on the contributor you want to select Use the New Lookup link above to change your search criteria Use the buttons below the list to add edit or delete a contributor from the list ID Name Address Tm 6 Smith John Q 207 W 88th Ave Denver CO 80204 N Add Edit Del m ce Pageji fofi s 5 v View 1 1 of 1 Figure 5 3 4 In Kind Overdue Report Contributions Contributions Obligations Activities Enter each contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the contribution transaction Then click the save button This transaction should now show up on the grid Re
26. em Log in to the system following the instructions in section 2 4 p 12 13 Click on the Report Activities tab Go to the View a Previously Submitted Report dropdown If the report you wish to view is not listed there check in the Administer a Pending Report dropdown to see if it still says submitted This simply means that the report has not yet been posted and it will be posted soon After viewing the report log out of the system or continue working on current reports 7 2 Creating an Amended Report gt wn un Log in to the system following the instructions in section 2 4 p 12 13 Click on the Report Activities tab Go to the Amend a Previously Submitted Report dropdown If the report you wish to amend is not listed there check in the Administer a Pending Report dropdown to see if it still says submitted If so you must wait for it to be posted or call Denver Elections Division at 720 865 4910 for assistance Select the report that you wish to amend Follow the instructions in section 5 p 29 as necessary to make adjustments to the report Note Only transactions dated within the date constraints for this report will be accepted by this system Note the amended report must be resubmitted so make sure you follow the directions all the way through submission of the report 45 Contact Denver Elections Division with questions or comments Denver Elections Divisi
27. for candidates Precinct Caucuses campaigns elected officials and voter groups Year End CPF Reportin Running for School Board including how to gain ballot status how to file campaign finance reports candidate calendars and Current Elected Officials rae a r m Runnina far Minirinal Office h Figure 2 1 2 Elections amp Voting Elecciones y votaci n Foreclosures Marriage Licenses Records amp Recording Newsroom AboutUs Contact Us v Campaign Finance Online Campaign Finance Filing Campaign Links gt Online Campaign Finance Welcome to Denver s new online campaign finance reporting system Election Rules Filing Candidates and organizations seeking to participate in an election in the Ty City and County of Denver must be registered with the Clerk and Recorder s Running for School Board Office and must file campaign finance forms and reports by required Year End CPF Reporting deadlines Campaign finance forms and reports must be filed online through Current Elected Officials gt Running for Municipal Office the Denver Campaign Finance Online Reporting System Campaign Finance Reports Elections Calendar gt Voter Data begin please log in here Poll Watchers Y Poll Watch a eet Campaign finance reporting in Denver is governed by Article 3 Section 15 of gt Campaign Forms the Denver Revised Municipal Code This ordinance may also be found in Help Docs the reference section of the C
28. gn Finance v 1 0 4612 19263 5 4 Entering In Kind contributions 1 Click on the In Kind contributions tab fig 5 4 1 2 Follow Section 5 3 p 32 34 as In Kind contributions are entered exactly as contributions except on a different tab Figure 5 4 1 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities Report Calendar In Kind Contributions Instructions Enter each In kind contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the In Kind contribution transaction Then click the sawe button This transaction should now show up on the grid Status New Transaction Mode Edit Lookup Contributor Step 1 of 3 Note You must complete all 3 steps then press Save individual Enter all or part of the contributor s name Organization ID Contributor Address Date Amount Exception Add Edit Del a Pagel lofo ei fs m No records to view No contributions found Itemized 0 00 Non Itemized 50 00 Total In Kind Contributions 50 00 32 5 5 Entering Expenditures 1 Enter Expenditures by clicking on the Expenditures tab fig 5 5 1 2 Enter all or part of the payee s name click the tab key and then the enter key If the name does not come up in the grid click the Add
29. gure 6 1 2 Election Tuesday November 06 2012 ee ns Report Type Major Contributions Cindy s your Clerk Candidate Change Fite ob Pulm ss an Report Name Cindy Clerk Edit 200 WW 14th Ave 2012_Clerk Cindy_MajorContributions1 2 Denver CO 80204 Report Period 10 31 2012 11 5 2012 720 865 4910 tracy steers denverqgov org Report Due 11 6 2012 In Kind Report Summary Contributions Contributions Loans Activities Report Calendar Contributions Instructions Enter each contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the contribution transaction Then click the save button This transaction should now show up on the grid Status New Transaction Mode Edit Lookup Contributor Step 1 of 3 Hote You must complete all 3 steps then press Save individual Enter all or part of the contributor s name O Organization ID Contributor Address Date Amount Exception Add z Edit Del Page 1 ofO p gt ri No records to view No contributions found 42 17 You are now back at the Report Activities tab If you look into Administer a pending report dropdown you will notice that the Major Contributor report just submitted says submitted next to it This report cannot be edited at this time If you try to click on it you will get a message to that effect 18
30. hand is zero and you wish to terminate the committee click the final report box Report Calendar Summary Instructions Summary Preview Cover Page Preview Summary Page Funds on Hand x Display Complete Report Submit Report to Election Division Total funds on hand at the beginning of this reporting period 3 250 57 Total funds on hand at the end of this reporting period 3 022 57 Note The date amp time stamp on this report is the time of submission not the time of review by the Denver Election Preview Edit Division Contributions a O Click here to terminate this committee Total contributions 100 00 Balance on hand must be zero Total previous contributions 50 00 Total contributions received for election cycle 100 00 Preview Edit Expenditures Total expenditures 328 00 Total previous expenditures 0 00 Total amount spent this election cycle 328 00 40 6 Major Contributors Report Major Contributor Reports are due the last six 6 days prior to an election and are due the day after the contribution has been received As the name implies these are large contributions received just before an election because they will not otherwise be reported until the Post Election report is due almost a month after the election The points below are some major contribution reporting guidelines e Major contributions are 500 or more received in the last six 6 days before an election
31. he August report will be due September Sth by 5 00 pm Tuesday November 06 201 Create a New Report Create a Report v Administer a Pending Report Pending Reports Amend a Previously Submitted Report Amend a Report View a Previously Submitted Report g View a Report M 28 If you have not already selected an election do so now with the dropdown entitled Select Election Next you will use the Create a New Report dropdown to select the report you wish to enter Note only reports that are coming due will be available Year end and Annual reports may not be available until October You will get a message asking if you wish to create the report that you selected fig 5 2 2 If the report listed is the correct report click the Yes button and you will be taken to the Contributions tab to enter contributions received If you do not want the report listed in this message click No and you will be taken back to the Report Activities tab e lf the report you are trying to create is not listed email Denver Elections Division at Campaign Finance at campaignfinance denvergov org e Ifthe report you are trying to create is in the future that report will not be available until the month prior to its due date Figure 5 2 2 Report Selected Report Type Month August Monthhy Covering 3142012 31 2012 Due 9542012 Do you want to create this report 5 3
32. he organizational documents and submitted them Within 2 business days your documents should be posted online at www Denvergov org campaignfinance under the appropriate year and campaign When this happens your campaign will be activated and you will be able to create reports Candidate Financial Treasurer Committee Info Disclosure Info Info This screen allows you to manage the individuals that have access to edit your campaign reports Figure 3 5 1 Report Calendar Committee Users Instructions ID Name Email Address My Denver Role Status Page 1 of 1 5 v View 1 1 of1 Edit Mode iew First Name Last Name Email Role Active Add New User Edit Inactivate 19 This page left intentionally blank 20 4 Creating an Issue or PAC Campaign Issue and PAC Campaigns have different organization document requirements such that ifthe selection made in the original screen to set up a campaign activates different screens within the Online Campaign Finance Filing system 4 1 Create an Issue or PAC Campaign 1 After setting up your MyDenver user account and logging into the Online Campaign Finance Filing system you will be taken to the New Campaign Information Screen the first time you enter the system fig 4 1 1 Select either Issue or PAC whichever is appropriate for your campaign If you have an Issue Campaign you must select an election that you will be affecting You do not have to select an election until
33. he tab key to advance fields Document will not print submit if any field is blank Status Pending Locked Name Cindy Clerk Website Edit Mode iew Figure 3 3 2 Report Calendar Financial Disclosure Instructions Candidate Financial Treasurer Info Disclosure Info Status New First Name Suffix None Nj Mailing Address City Please input the requested information in each field using the tab button to advance fields Middle Name Phone State gt Save Edit Mode Edit Cancel Last Hame Email Report Calendar Treasurer Information Instructions 16 Figure 3 3 3 Candidate Financial Treasurer Committee Report Info Disclosure Info Users Please input the requested information in each field using the tab button to advance fields Report Calendar Treasurer Information Instructions Status Draft Edit Mode iew First Name Middle Hame Last Name Suffix Phone Email Mailing Address City Edit Print Affidavit Campaign Finance v 1 0 4612 19263 3 4 Completing the Statement of Committee Organization 1 w Printing the Treasurer Affidavit activates the Committee Info tab click this tab to Input Committee Information fig 3 4 1 Input the information requested by clicking the tab key to advance to the next field When all fields have been completed click the Save button You will see all the information has been locked
34. ied with the information you have entered click the Create Account button After you are successful you will receive a confirmation message indicating success fig 2 2 3 Close the confirmation screen by clicking the x in the top right corner of the screen Log into the email address you used to register with MyDenver and follow the instructions contained within the email fig 2 2 4 Figure 2 2 2 Create Your Account Why Sign up Required Information g 7 When you create a Lit t t you We respect your privacy The eformation you proede wil remain confidertial and be used yaln access to several online earvirr My an connechon with the seences for which youve subscnbed on thes website such as Email Address Free alerts and reminders bene if Je 133 nost Choose Password He eme Password ve ac I d dow 3 Jniline tools an for napping 311 help t First Hame Last Hame requests and much more Additional Information Address 1 Abdias 2 Cry Satu COLORADO AP Cms Phire Cell Phone Please confirm your Identity by retyplag the characters below Calculations T Type the ben weonde ge Pie iia a Create Accoem angal Figure 2 2 3 x EIER denvergov org viimase Xx of Pr Denver s Official Website Internet Explorer optimized for Bing and MSN tes Tools Help ity and County of Denver Spanish for work Survival 5 Suggested Sites DOT DenverOne Team Free Hot
35. ink you want to work on to continue completing the organization paperwork and or campaign finance reports fig 3 1 2 14 Once the Candidate Affidavit has been submitted the next tab Financial Disclosure will now be enabled fig 3 1 3 Figure 3 1 2 Current User tsteers aol com 7 Logout Warning in 44 26 Deny Cly These are the campaigns to which you have access Please select the campaign you wish to work on Select Campaign Campaign Messages Current Associated Campaigns Committees System is under construction and will go live August 26 2012 Alright for Auditor Cindy s your Clerk Committee for better tasting mall water Red Shoes Support Mayor Amber for Auditor schnorrer for Clerk and Recorder then King Shade lovers for trees Create new Campaign Committee Figure 3 1 3 720 865 4910 tracy steel denvergov org Election Tuesday November 06 2012 Financial Treasurer ear Committee Report Disclosure i fi Users tivi Report Calendar Candidate Information Instructions Input candidate information using the tab key to move to new field When finished click the save key to save data Then click the print and Submit button to print your copy have it notarized and delivered to Denver Elections Division Proceed to the next step by clicking the next tab above the input fields which will activate after each document is printed Status Pending Locked Edit Mode view First Hame Mi
36. lds Then click the sawe button This loan should now show in the grid Report Calendar Loans Instructions Status New Loan Select Guarantor Step 1 of 2 Mode Edit ID Guarantor Address Tm a Add Edit Del im oo Pagel of0 m ri 5 E23 No records to view ID Date Amount Lender Guarantor Edt Pmt gt Add Edit Del im oo Page of m gt m s w No records to view No loans found Figure 5 6 2 Add New Guarantor x First Name Middle Name Last Name Suffix None x Address City State Zip Save Cancel Ma 35 NO vl amp Enter the Lender name and address in the fields provided Enter the Loan details in the fields provided An account number is not required Click the Save button to see the loan listed in the lower grid fig 5 6 4 In order to record loan payments click on the Loan Payments Administration link fig 5 6 5 When payment information is entered the loan payment will show up on the grid in this new window fig 5 6 6 Manually close the payment entry window by clicking the x in the top corner of that window only You will be taken back to the Loans screen Note if you click the x in the top right corner you will exit the entire campaign finance application 10 Continue entering all loans taken out by the campaign until all loans are entered for this reporting period 11 After all loans have been entered click on th
37. lendar Loans Instructions Guarantor Information Loan Details Warbucks Daddy Account Number 508 Monied Ln Denver CO 80204 Date 18 1 2012 Amount Lender Information S 3 000 00 Lender Name Term in months Wells Fargo _ 60 Address Repayment Method l 307 Bankers Way y with balance due at 60th month City Interest Rate Denver 10 00 State CO Loan Payments Administration zip 180204 ID Date Amount Lender Guarantor Edt Pmt amp Add Edit Del it G Page of1 o fs ml View 1 1 0f1 Figure 5 6 5 Loan Payment Administration x ID Date Amount Edt E Add Edit Del No loans found Loan Payment Details Entry Status New Payment Mode Edit Payment Date Payment Amount a Editable Y Figure 5 6 6 Loan Payment Administration Add Edit Del Loan Payment Details Entry Status Existing 4 Mode View Payment Date 8 15 2012 Payment Amount 200 00 Editable Y Mode View 37 5 7 Entering Overdue Obligations 1 Enter Overdue Obligations by clicking on the Overdue Obligations tab fig 5 7 1 Overdue Obligations are campaign debts that are over 500 and over 30 days past due as of the due date of this report 2 Enter each obligation separately When each overdue obligation has been entered click the Save button and it will appear in the grid at the bottom of the screen If yo
38. ling system 1 2 3 Log back into the system according to the instructions in section 2 1 on p 7 8 You will be required to log back into the system fig 5 1 1 Enter your email address and the password you set up when you first entered the system If you have forgotten your password click the forgot your password link and you will receive an email allowing you to change your password Note this link will only be available for 48 hours Figure 5 1 1 n N Welcome back Haven t signed up yet When you create a City account you gain access to several online services such as Email Free alerts and reminders about the issues you care about most Password Login Forgot your password Exclusive access to online data and downloads Online tools and apps for mapping 311 Help Center requests and much more Register Now 2 4 Click the link to the campaign you wish to work on fig 5 1 2 it is likely that you will only have one campaign available to select from Figure 5 1 2 Current User tzteers aol com Logout Warn ng in 44 97 Denver These are the campaigns to which you have access Please select the campaign you wish to work on Select Campaign Campaign Messages Current Associated Campaigns Committees Welcome to the Denver Elections Online Campaign Finanze Filing Alright for Auditor system Within his system you can create organization documents Cindy s
39. mail Get more Add ons v D City amp County of Denver DOT DenverOne Team 1 ver s Official Website Mr D mm Pager Safety Tools v 311 Help Login Sign up a Help me find w Neighborhood Services Business Services Visiting Government Online Services You have successfully registered with MyDenver You will receive an email shortly to confirm your account You must confirm your account within the next 48 hours If you have not confirmed your account by then you will need to register again Thank you for visiting My Denver Figure 2 2 4 Verify your My Denver account Inbox x City and County of Denver noreply denvergoy org Aug 6 4 days ago to me Please verify your account with the City and County of Denver If you did not register for this service please disregard this email 2 3 Log into Campaign Finance Reporting System 1 The link within this email will take you to the login page for the Campaign Finance Reporting System fig 2 3 1 2 Login with the email and password that you created in the register now screen and you will be taken to the Campaign Finance Reporting System 3 You are now ready to create your campaign Click the Create new Campaign Committee button fig 2 3 2 Figure 2 3 1 Login to Your Account Welcome back Haven t signed up yet When you create a City account you gain access to several online services such as Email Free alerts and reminders
40. me Suffix Phone Email None Mailing Address City State Zip Save Cancel Figure 4 3 2 Mailing Address 200 W 14th Ave City State Zip Denver DE porog Edit Print Affidavit 22 4 4 Completing the Statement of Committee Organization 1 This activates the Committee Info tab click this tab to Input Committee Information fig 4 4 1 2 Input the information requested by clicking the tab key to advance to the next field 3 When all fields have been completed click the Save button 4 You will see all the information has been locked grayed out to editing To make changes click the Edit button and then Save again when everything is correct 5 If all the information is complete click the Print Statement button You will get a message instructing you to click Cancel to input financial institution information If you have already added financial institution information just click Ok 6 Click the Add button at the bottom of the screen to add Banking information 7 Another window will pop up asking for the bank name and address Fill these fields and click Save Figure 4 4 1 Treasurer Committee Committee Report Info Info Users Activities Report Calendar Committee Information Instructions Please provide all the contact information for your committee using the tab key to advance fields When complete press the Print Statement button and send
41. mittee supports or opposes and any other purpose of the committee Save Cancel Campaign Finance v 1 0 4612 19263 No financial institutions found ID Financial Institution Name Address Add 4 Edit Del ia a Page 1 oO p gt pi 5 v No records to view 3 5 Allowing Staff Access to the Campaign Finance System The Committee Users Tab is active If you have identified staff for your committee that will need access to the Campaign Finance system to help complete reports you will need to grant them access 18 1 Click on the Committee Users Tab fig 3 5 1 Click the Add New User button to add a new user this clears the fields 3 Enter each staff person individually Make sure the email address is correct as that will be their login id They will set up their password when they set up a MyDenver account as you did when you entered the system for the first time 4 Afteraname and email address are entered select a role and click the Active checkbox a Admin users can add more users and work on reports gt b Users cannot add any other users but can work on reports 5 Click the Edit button if you need to make a change on current users 6 Inthe event that a staff member leaves your campaign you should inactivate them by highlighting them on the list and clicking the Inactivate button This prevents them from viewing your reports after they have left your campaign 7 You have now completed all t
42. mpaign This is the process for candidate campaigns only and the screens that follow are those required for candidate s submission beginning with the Candidate Affidavit If you are registering an Issue or PAC campaign proceed to p 21 3 1 Candidate Campaign s Organization Documents 1 Log into the system according to the instructions in section 2 1 p 7 2 The first screen you will see is the Candidate Information Screen fig 3 1 1 Figure 3 1 1 Report Calendar Candidate Information Instructions Input candidate information using the tab key to move to new field When finished click the print affidavit key to save data Status New Edit Mode Edit First Name Middle Hame Last Name Hickname Suffix Phone None Candidate for Office of Council District Email Select v Residential Address City State Zip Mailing Address Fj Copy Address Residential gt Mailing City State Zip Save Cancel 3 The candidate s first name should be entered then tab to advance fields Mandatory fields are marked witha 4 The phone number should be the contact number for the candidate but this number will be a matter of public information as this form will be posted online 5 Fora candidate an office being sought must be selected 6 If you select a council office besides Council At Large the Council District dropdown will be activated If any other office is selected this field
43. on Attn Campaign Finance 200 West 14 Avenue Suite 100 Denver CO 80204 Phone 720 913 VOTE 8683 Fax 720 913 8600 Email campaignfinance denvergov org 46
44. port Calendar Contributions Instructions Status New Transaction Mode Edit Step 3 of 3 Note You must complete all 3 steps then press Save Selected Contributor Contribution Entry Type Individual Aggregate Balance Date Smith John Q so 207 W 88th Ave Max Aggregate Amount or Retail Value Denver CO 80204 2 000 00 Change Selected Contributor Aggregate Exception Type Employer E Select Exception v peroneton Save Cancel ID Contributor Address Date Amount Exception Figure 5 3 5 31 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities Report Calendar Contributions Instructions Enter each contribution as a seperate transaction If the contributor is not listed in the grid click to add them Then enter the contributor info Once Entered double click on that contributor and enter the contribution transaction Then click the save button This transaction should now show up on the grid Status New Transaction Mode Edit Lookup Contributor Step 1 of 3 Note You must complete all 3 steps then press Save Individual Enter all or part of the contributor s name O Organization ID Contributor Address Date Amount Exception Add Edit Del w Pagel lofo gt 5 se No contributions found Itemized 0 00 Non Itemized 50 00 Total Contributions 0 00 No records to view Campai
45. resessereeess 45 7 2 Creating an Amended Report ice ee 45 This page left intentionally blank 1 The Fundamentals Campaign finance reporting requires the use of the web based Campaign Finance Reporting System to create and process campaign finance reports This system is accessed directly from the campaign finance web page on www denvergov org campaignfinance 1 1 Campaign Finance Reporting Responsibilities Every campaign that receives 500 or more or pays expenses of 500 or more is required to report all contributions expenditures in kind contributions loans and overdue obligations Denver Elections Division receives Campaign Finance Reports for all Denver municipal issues municipal candidates and PACs seeking to influence municipal elections Campaign Finance reports for all statewide elections not specifically municipal are submitted to the Colorado Secretary of State All reports are due based on a specified schedule according to the Denver Revised Municipal Code D R M C Title Il Chapter 15 Article Ill Every user of this system will go to www denvergov org campaignfinance and then click on the link on the left side of the screen entitled Online Campaign Finance Filing This page left intentionally blank 2 The Campaign Finance Reporting System Users of the Campaign Finance Reporting System are required to file timely reports In order to simplify this process Denver has created a web based system in which
46. the Campaign Finance System 1 The Committee Users Tab is active If you have identified staff for your committee that will need access to the Campaign Finance system to help complete reports you will need to grant them access 2 Click on the Committee Users Tab fig 4 5 1 Figure 4 5 1 Treasurer Committee Committee Report Info Info Users Activities Report Calendar Committee Users Instructions This screen allows you to manage the individuals that have access to edit your campaign reports ID Name Email Address My Denver Role Status s a Pagel oft View 1 1 of 1 Edit Mode View First Name Last Name Email Tracy Steers tsteers aol com Role Active Add New User Edit Inactivate 24 Click the Add New User button to add a new user this clears the fields Enter each staff person individually Make sure the email address is correct as that will be their login id They will set up their password when they set up a MyDenver account as you did when you entered the system for the first time After aname and email address are entered select a role and click the Active checkbox a Admin users can add more users and work on reports b Users cannot add any other users but can work on reports Click the Edit button if you need to make a change on current users Inthe event a staff member leaves your campaign you should inactivate them by highlighting their name on the list and clicking the Ina
47. transaction should now show up on the grid To enter refunds on previous expenditures enter the information as an expenditure with a negative amount 10 00 Status Existing Transaction ID 1 Selected Payee Accounting Consultants R Us 125 Bookkeeping Ln Denver CO 80204 Expenditure Entry Date 9 012 Amount Purpose Consulting Mode View Step 3 of 3 Note You must complete all 3 steps then press Save ID Payee Add Edit Del Address is 2 Page l Date Amount of1 f5 a Itemized 328 00 Non Itemized 0 00 Total Expenditures 328 00 Purpose View 1 1 of 1 34 5 6 Entering Loans 1 Enter loans if you have any by clicking on the Loans tab fig 5 6 1 2 Step 1isto enter the guarantor the person the bank recognizes as guaranteeing repayment of the loan by clicking on the Add button on the bottom of the top grid A new screen will come up to enter the guarantor information Then click the Save button fig 5 6 2 3 Enter the loan information in the new window that comes up fig 5 6 3 Figure 5 6 1 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities First find the guarantor in the grid or add tif necessary even if the guarantor is the candidate Then double click the guarantor from the grid and input the information about the loan using the tab key to advance fie
48. ur campaign has no overdue obligations do not enter information in this tab 3 When all overdue obligations have been entered click the Summary tab to finalize your report Figure 5 7 1 In Kind Overdue Report Summary Contributions Contributions Expenditures Loans Obligations Activities Enter the Overdue Obligor s information Then enter the information about the overdue obligation specifically the due date should be over 30 days past due and the overdue amount should be Report Calendar OverdueObs Instructions 500 or more then enter the overdue obligation purpose and click the Save button The information entered will come up in the grid below Status New Transaction Mode Edit Obligor Entry Financial Details Obligor Name Due Date Address Amount City Obligation Purpose State Save Cancel Zip ID Obligor Name Address Due Date Amount Add Edit Del Page ofO gt ri E v No records to view No overdue obligations found 38 5 8 Accessing the Summary Tab and Submitting Reports 1 The Summary Tab is provided for you to review your work fig 5 8 1 2 Click the Display Complete Report button This allows you to review the forms that have just been created and also activates the Submit and Print Report button a Anew window will come up displaying the entire report that you have just created You can print from this page b Close this window by cli
49. you start reporting IF your campaign is a PAC Enter contact information for the campaign the email address and phone number must be the one to which Denver Elections Division will direct all communications Proceed through these fields by using the tab button When all fields have been completed click the continue button You will be taken to the campaign organization documents determined by the type of campaign that was selected As an Issue or PAC campaign the Candidate tab and Financial Disclosure tabs will not be available as these are not completed for these types of campaigns Figure 4 1 1 New Campaign Information x Campaign Type Campaign Contact Information First Hame Candidate Select this option if your campaign is to elect a specific person to a specific office Last Name Issue Select this option if your campaign is to support oppose a Phone specific issue Pac Email Select this option if your committee is a Political Action Committee Mailing Address City Election Selection Election Date State Select Election Date v Zip Continue Cancel 21 4 2 Issue or PAC Campaign s Organization Documents This is the process for completing organization documents for Issues and PAC campaigns only and the screens that follow are those required for Issue and PAC s submission beginning with the Treasurer Affidavit If you are registering a candidate campaign go back to p
50. your Clerk to register your campaign as well as complete documents to comply Commitiee for better tasting mall water with the Campaign Finance Reporting requirements according to the Red shoes support Mayor Denver Revised Municipal Code Amber for Auditor achnorrer for Clerk and Recorder then King Shade lovers for trees Create new Campaign Committes Campaign Finance v 1 0 4713 24142 5 2 Creating Reports The Denver Elections Division will activate all campaigns after the required paperwork has been received No reports can be created until this happens Note reports will only allow you to enter transactions within the date constraints of the report being created You will find the date range of the report in the top right corner of all transaction entering screens 1 When you get into the system you will see the same tabs as when you completed your organization documents but the Report Activities tab is now activated 2 Click on the Report Activities tab fig 5 2 1 Figure 5 2 1 Candidate Financial Treasurer Committee Committee Report Info Disclosure Info Info Users Activities Report Calendar Report Activities Instructions This area allows you to manage your reports You can create reports administer pending reports amend previously filed reports and view previously submitted reports simply by selecting the desired report from the appropriate dropdown Report Activities Select Election T
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