Committee

Adding a New Committee
Adding Candidates
Modifying Candidates
Deleting Candidates
Adding Officers - Treasurer and Chair
Modifying Officers
Deleting Officers
Adding Custodians
Modifying Custodians
Deleting Custodians
Adding Banks
Deleting Banks
Changing a Committee's Address


Adding a New Committee

NOTE: A committee can only be added one time.

If you are electronically filing for the first time either as a new committee or an existing committee that filed on paper, you will need to create a new committee in IDIS by using the following steps:

1. From the Home Page, Homeclick File in the top menu, click Add New Committee.
2. Enter the committee information in the Name, Address, Scope, Disposition of Funds & Counties tabs, using the Next button to navigate, and then click Finish.
3. The �Confirm Reporting Information� window appears and displays:
           - The committee's status
           - Next report due
           - Funds available for the next report
4. Review the reporting information for accuracy:
     If the next report due and funds available amount are correct, click Yes, then click OK. You will be directed to the Home Page to enter entities, committee information and financial transactions.

If the information is incorrect, click no. You will be directed to contact the State Board of Elections for assistance entering the correct next report due and amount of available funds. Click OK.

What should I do next?
After adding a new committee, you are able to access all areas of the IDIS program including entering D-1 Statement of Organization information, entering entities, financial transactions, and filing Campaign Disclosure Reports. The following is a brief overview of what to do next.


1. Add the Committee�s Entities After adding a new committee, click the Home Page icon Home (top right of the window), then click the Entities Icon Entitiesto add the names and address of the Committee�s officers, candidates, donors, and vendors as entities. All entities must be added first prior to entering financial transactions.

2. Add the Committee�s D-1 Statement of Organization Information Click on the View Committee Details icon on the top right of the page View Committee Detailsto enter the details of the D-1 Statement of Organization. This includes candidate, officers, custodians, and financial institution information. See Entering Committee Details for further Instructions.

3. Add the Financial Transactions for the Reporting Period Click on the Home Page to access the icons to enter your financial transactions including Receipts Receipts, Expenditures Expenditures, and Debts Debts.

4. View and File Campaign Disclosure Reports Click on the Reports Reportsicon to review reports due now, future reports due, previous filed reports, validate and upload (file) campaign disclosure reports.

Adding Candidates

1. To assign candidate(s) to the committee, first enter the candidate's name as an Entity on the Homepage.
2. Click View Committee Details View Committee Details. 
3. Click the Candidates icon Candidate Icon.
4. In the Name field, type the candidate's last name, click on the candidate's name once it appears.
5. In the Office field, type the office for which the candidate is to be nominated or elected.
6. In the Party Affiliation field, type in or use the drop down box to select a party affiliation.
7. In the County of Residence field, type in or use the drop down box to select the county in which the candidate resides.
8. Click Save.


Modifying Candidates

NOTE: To modify the candidate's contact information see Modifying Entities.
1. Click View Committee Details View Committee Details. 
2. Click the Candidates icon Candidate Icon.
3. Select/highlight the candidate's name in the list, perform changes, click Save.


Deleting Candidates
1. Click View Committee Details View Committee Details. 
2. Click the Candidates icon Candidate Icon.
3. Select/ highlight the candidate's name in the list.
4. Click Edit in the top menu, click Delete Candidate.
5. In the �Delete� window click Yes to confirm the delete.

Adding Officers - Treasurer and Chair

1. Enter the officer's name as an Entity on the main screen.
2. Click View Committee Details View Committee Details.  The "Committee Details" window appears.
3. Click the Officers icon Officer Icon.
4. In the Name field, type the officer's last name, click on the officer's name once it appears.
5. In the Officer Title field select the officer title using the drop down box.
6. Click Save. The name appears in the list in the top window.


Modifying Officers

     NOTE: To modify the officer's personal information see Modifying Entities.
1. Click View Committee Details View Committee Details. 
2. Click the Officers icon Officer Icon.
3. Select/ highlight the officer's name that you want to change from the list and perform changes as needed.
4. Click Save. The changes appear in the list in the top window.


Deleting Officers
1. Click View Committee Details View Committee Details. 
2. Click the Officers icon Officer Icon.
3. Select/highlight the officer's name in the list.
4. Click Edit in the top menu, click Delete Officer.
5. On the �Delete� window click Yes. The name is removed from the list in the top window.


Adding Custodians

1. Enter the custodian's name as an Entity.
2. Click View Committee Details View Committee Details.
3. Click the Custodians icon Custodians Icon.
4. In the Name field, type the custodian's last name, click on the custodian's name once it appears.
5. In the Custodian Title field, type in or select the custodian title using the drop down box.
6. Click Save. The name is listed in the top window.


Modifying Custodians

     NOTE: To modify the custodian's personal information, see Modifying Entities. 1. Click View Committee Details View Committee Details.
2. Click the Custodians icon Custodians Icon.
3. Select/highlight the custodian's name you want to change from the list and perform changes as needed.
4. Click Save. The changes appear in the list in the top window.


Deleting Custodians
1. Click View Committee Details View Committee Details. 
2. Click the Custodians icon Custodians Icon.
3. Select/ highlight the custodian's name from the list.
4. Click Edit in the top menu, click Delete Custodian.
5. On the �Delete� window click Yes to confirm the delete.


Adding & Changing Banks

1. Enter the bank name as an Entity.
2. Click View Committee Details View Committee Details. 
3. Click the Banks icon Banks Icon.
4. In the Name field, type the bank's name, click on the bank's name once it appears.
5. Click Save. The name is listed in the top window.
     NOTE: To modify the Bank contact information, see Modifying Entities.

Deleting Banks
1. Click View Committee Details View Committee Details. 
2. Click the Banks icon Banks Icon.
3. Select/ highlight the bank name in the list.
4. Click Edit in the top menu, click Delete Bank.
5. On the �Delete� window click Yes to confirm the delete.


Changing a Committee's Address
1. Click View Committee Details View Committee Details. 
2. Click the Committee icon Committee Icon.
3. Make the address change on the �Name/Address� tab.
4. Click Save.