Add Corporate Logo Here To insert your company logo on this slide From the Insert Menu Select “Picture” Locate your logo file Click OK To resize the logo Click anywhere inside the logo. The boxes that appear outside the logo are known as “resize handles.” Use these to resize the object. If you hold down the shift key before using the resize handles, you will maintain the proportions of the object you wish to resize. Campaign Finance Kym Trujillo Compliance Specialist Supervisor Commissioner of Political Practices Phone: 444-2942 www.politicalpractices.mt.gov Follow us on Facebook & Twitter: Access from COPP home page. @MontanaCOPP Add Corporate Logo Here NOTES: 1/13/2019

Candidate Filing Statement of Candidate Form C-1 Form C-1A Statewide, Legislative, District Judge, and Public Service Commissioner Form C-1A County, City, School 1/13/2019

Candidate Filing C-1 and C-1A Statement of candidate forms are due either 5 days from raising or spending money, or 5 days from officially filing with the Secretary of State’s office. (Statewide and Legislative) 1/13/2019

Candidate Filing Statewide, Legislative, Public Service Commission, District Court and Supreme Court Judges must file the form D-1 Business Disclosure Statement within 5 days of officially filing. 1/13/2019

Candidate Filing Filing available three different ways: hard copy, fillable forms on website can be submitted via e-mail CERS (Required for ALL Statewide and State District Candidates) 1/13/2019

Treasurers A treasurer must be appointed and certified on the Statement of Candidate. (C-1 or C-1A) Candidates can appoint themselves to be their own treasurers. If there are changes, an amended hard copy must be submitted within 5 days. Often candidates appoint themselves as deputy treasurer so they have access to their campaign accounts. NOTES: 1/13/2019

Treasurers Responsibilities: Depositing, disbursing funds and keeping accurate accounts Only person authorized to make deposits or draw checks on the campaign account Accounts must be kept current within 10 days Accounting records must be preserved for term of office or 4 years, whichever is longer 1/13/2019

Campaign Depository All monetary receipts, including the candidate’s own funds, must be deposited in a campaign account. 1/13/2019

Campaign Depository Depository must be authorized to transact business in Montana Must offer accounts on which the equivalent of a check can be drawn. 1/13/2019

Certification Your name cannot appear on the ballot until we certify that all required forms have been submitted. NOTES: 1/13/2019

Contribution Limits Contested versus Uncontested races NOTES: Is there one contested election or two? Limits apply to each contested election. Summary available on website NOTES: 1/13/2019

Receipts Contributions less than $35 can be lump-summed Watch totals – to - date See page 2, C-5 Report 1/13/2019

Receipts $35 or greater must include: Full name of contributor Complete mailing address Occupation and Employer! Amount Total to date (CERS keeps track of total to date for you) 1/13/2019

Receipts For checks written on a joint account, the signer is the contributor unless the campaign is notified otherwise. Keep these records! 1/13/2019

Receipts – Loans Loans are a contribution. Contribution limits do apply. Candidate’s Own Funds can be considered loan or contribution. No limits apply. NOTES: 1/13/2019

Receipts – fundraisers Fundraising events require: Description of Event Date of Event Approximate number attending Total amount collected BUT – an exception to the rule: All donations that are $35 or more must be itemized. 1/13/2019

Political Party Committees Aggregates (combined total) applies to each election cycle Reporting Requirements: Name of Committee (example: L & C County Republican Central Committee) Complete mailing address Date of contribution Amount Total - to - date NOTES: 1/13/2019

Political Action Committees Aggregate PAC limit applies to the election cycle Senate = $2850 House = $1750 Individual contribution limit applies 1/13/2019

Illegal Contributions Corporate contributions Anonymous contributions Contributions in excess of the limit 1/13/2019

Expenditures Expenditure Reporting Requirements Full name of payee Complete mailing address Date Amount Credit card not a payee (should be the Entity the purchase was made from). 1/13/2019

Expenditures There is a 150 Character limit for purpose, this includes spaces. Purpose “ Specifically describe the purpose, quantity, subject matter as appropriate to each expenditure, and must be detailed enough to distinguish among expenditures for similar purposes.” Example: Two expenditures for direct mail advertisements: 140 environment issue, palm cards, HD 23. 300, Economy, colored flyers, HD 23 Petty Cash Fund $100 limit for Statewide Candidates $25 limit for all other candidates 1/13/2019

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Social Media Expenditures Report all paid Social Media advertising - include: Social media platform - facebook, twitter, linkedIn, etc. Date range- date range of social media advertisement Type of post- Event, post, video, etc… Subject of advertisement- economy, vote for, education, etc.. Example: Boost facebook video, vote for change HD 23, ran from July 1st – July 28, 2018. 1/13/2019

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Debts- Schedule C All Debts must be reported when they are accrued Report services as you agree to them, not when you received the invoice. Full name of payee Complete mailing address Date accrued Purpose, what items you received or plan to receive Amount/Estimated amount of debt Example: Campaigns “R” Us, PO Box 211 Helena, MT 59624, 7/10/18, Printing 50 yard signs, 100 colored palm cards, $1,250 1/13/2019

“Paid for by. . .” Attribution All campaign materials must include a “Paid for by. . .” attribution (disclaimer). Details required by statute See the handout (website) for specifics This is a very frequent type of complaint. 1/13/2019

Social Media “Paid for by. . .” Attribution All paid Social Media posts (Events, posts videos, images, etc.) on any platform (facebook, twitter, linkedIn, etc.) must include a “paid for by….” attribution Examples: You must include the attribution on or in the post; in the post itself; in the even description; on an image; in the video. 1/13/2019

Complaints Docket on website Procedures and forms 1/13/2019

What’s New CERS – on-line reporting services (Required for all Statewide and State District Candidates Website makeover – forms available at your fingertips Social Media Guidelines– guidance on Montana’s strict ban on gifts to officials Clean Campaign Act – a new notification requirement for last-minute attacks Consulting fees – itemization required 1/13/2019

Questions? 1/13/2019