Getting Started - How to Organize with OCPF

Candidate

Statewide, Governor's Council, House and Senate

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Complete CPF D103 Form to set up your Depository Bank Account. (Instructions)

Check the list of banks participating with OCPF. Request an EIN from the IRS.

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

Candidate

County and District

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Complete CPF D103 Form to set up your Depository Bank Account. (Instructions)

Check the list of banks participating with OCPF. Request an EIN from the IRS.

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

Candidate

Mayoral, and City Council in cities with population of more than 65000

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Complete CPF D103 Form to set up your Depository Bank Account. (Instructions)

Check the list of banks participating with OCPF. Request an EIN from the IRS.

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

Local

Local Offices, Local Ballot Question Committees, Local PACs

Step 1

Download and complete a Statement of Organization Form:
Local Offices: CPF M 101.
Local Ballot Questions: CPF M 101 BQ
Local PACs: CPF M 101 PC

Step 2

Bring the completed Statement of Organization form to your local election official.

Step 3

Complete online training.

Step 4

Set up your Bank Account. (Instructions)

Step 5

Prepare and file your reports with your local election official. Click here to register to use OCPF’s software, Reporter 7, to create, print and file campaign finance reports. (Instructions)

PAC

Political Action Committees

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Complete CPF D103 Form to set up your Depository Bank Account. (Instructions)

Check the list of banks participating with OCPF. Request an EIN from the IRS.

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

IEPAC

Independent Expenditure PACs

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Set up your Bank Account. (Instructions)

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

BQ

State Ballot Question Committees

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Set up your Bank Account. (Instructions)

Step 3

Complete Online Treasurer Training. (Instructions)

Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

SFA

Segregated Fund Accounts

Step 1

Appoint a contact person for your segregated fund account.

Step 2

Download and complete a Statement of Organization for your fund: Form CPF 101 SFA, CPF M 101 SFA

Step 3

Email, fax or bring in the completed CPF 101 SFA form to OCPF.

Step 4

Set up your Bank Account. (Instructions)

Step 5

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

IE

Independent Spending Reports

Step 1

Click here to organize your committee with OCPF. (Instructions)

Step 2

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

LPC

Local Political Party Committees

Step 1

Download and complete a Statement of Organization Form CPF 101 WTC.

Step 2

Appoint a Chair and a Treasurer for your committee. (Instructions)

Step 3

Bring the completed CPF 101 WTC form to your local election official.

Step 4

Email or fax the copies of the completed CPF 101 WTC form to OCPF and send a copy to the other offices listed on the form.

Step 5

Set up your Bank Account. (Instructions)

Step 6

Complete Online Treasurer Training. (Instructions)

Step 7

Start using OCPF Reporter to prepare and file your campaign finance reports. (Instructions)

LIEPAC

Local Independent Expenditure PACs

Step 1

Click here for the form to organize your committee with the local election official.

Step 2

Set up your Bank Account. (Instructions)

Step 3

Click here for the local IEPAC guide.

Step 4

Use the M 102 IEPAC form to file your campaign finance reports.