OCPF - Organize with OCPF

Statewide candidates for Statewide office

Statewide Offices: Governor, Lieutenant Governor, Attorney General, Secretary of State, Treasurer, Auditor

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. Checklist.

Governor's Council candidates for Governor's Council

Governor's Council: 1st / 2nd / 3rd / 4th / 5th / 6th / 7th / 8th District

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

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

House and Senate candidates for House or Senate

House & Senate: A candidate for the General Court is seeking a seat in the State House or State Senate

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. Checklist.

County and District candidates for County and District offices

County and District Offices: County Clerks of Court, Commissioners & Treasurers; Registers of Deeds & Probate; District Attorneys; Sheriffs and Suffolk County Clerks of Superior & Supreme Judicial Courts; Governor's Council.

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

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

Mayoral candidates in all cities in the Commonwealth of Massachusetts

Candidates for mayor in all cities in MA file their campaign finance reports with OCPF.

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

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

City Council in cities with populations of more than 65,000

City Councilor in Boston, Brockton, Cambridge, Fall River, Framingham, Haverhill, Lawrence, Lowell, Lynn, Malden, New Bedford, Newton, Quincy, Somerville, Springfield, Waltham and Worcester.

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

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

Local Offices all municipal offices with reporting requirements to local election officials

Such offices include select board and school committee, as well as city council in cities with populations of less than 65,000.

Step 1

Download and complete a Statement of Organization Form CPF M 101.
Step 2

Bring the completed CPF M 101 form to your local election official.
Step 3

Set up your Bank Account.
Step 4

Complete online training.
Step 5

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

Political Action Committees (PACs) that File with OCPF raise and spend money to support or oppose candidates

A political action committee, or “PAC”, is a political committee that is organized to support or oppose a candidate or a slate of candidates who file with OCPF. Therefore, a PAC could be organized to support or oppose a particular candidate. It could also be organized to support or oppose a variety of candidates of a particular party or who support a particular cause. A PAC is separate from a candidate’s committee.

Step 1

Click here to organize your committee with OCPF.
Step 2

Complete CPF D103 Form to set up your Depository Bank Account.
(check the list of OCPF Participating Banks) (request an EIN from the IRS)
Step 3

Complete Online Treasurer Training.
Step 4

Start using OCPF Reporter to prepare and file your campaign finance reports. Checklist.

State Ballot Question Committees for questions appearing on the state election ballot

A Ballot Question Committee is a person or group of people who raise or spend money to support or oppose a question put to voters at a state election.

Step 1

Click here to organize your committee with OCPF.
Step 2

Set up your Bank Account.
Step 3

Complete Online Treasurer Training.
Step 4

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

Independent Expenditure PACs for independent expenditure committees

An IEPAC is a political action committee that receives contributions to make independent expenditures, and only makes independent expenditures.

Step 1

Click here to organize your committee with OCPF.
Step 2

Set up your Bank Account.
Step 3

Complete Online Treasurer Training.
Step 4

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

Segregated Fund Accounts for candidates wanting to establish recount, legal defense or inaugural funds, and state party committees wanting to establish legal defense
funds

There are three types of funds: An Inauguration Fund, A Recount Fund, and A Legal Defense Fund.

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.
Step 5

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

Independent Spending Reports Register to file Independent Spending Reports

There are three types of independent spending reports: Independent Expenditures, Electioneering Communications(EC), Ballot Question Spending,

Step 1

Click here to register with OCPF.
Step 2

Start using OCPF Reporter to prepare and file an Independent Spending Report.

Municipal Ballot Question Committees for questions appearing on city or town ballot

Committees that raise or spend money to support or oppose a question put to voters in a municipal election

Step 1

Download and complete a Statement of Organization Form CPF M 101 BQ.
Step 2

Appoint a Chair and a Treasurer for your committee.
Step 3

Bring the completed CPF M 101 BQ form to your local election official.
Step 4

Set up your Bank Account.
Step 5

Complete online training.
Step 6

Prepare and file your reports with your local election official.

Local Political Party Committees ward, town or city committees of a state political party

M.G.L. Chapter 52 regulates the process by which local political party committees are formed. Ward and town committee members of each party are elected at the presidential primary by those who have voted in that particular party. The members of the various ward committees of a political party in a city constitute the city committee.

Step 1

Download and complete a Statement of Organization Form CPF 101 WTC.
Step 2

Appoint a Chair and a Treasurer for your committee.
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.
Step 5

Set up your Bank Account.
Step 6

Complete Online Treasurer Training.
Step 7

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

Local Political Action Committees for committees concerned with city or town candidates who do not file with OCPF

Committees that raise and spend money to support or oppose one or more city or town candidates who do not file with OCPF, based upon stated principles or interests.

Step 1

Download and complete a Statement of Organization Form CPF M 101 PC.
Step 2

Appoint a Chair and a Treasurer for your committee.
Step 3

Bring the completed CPF M 101 PC form to your local election official.
Step 4

Set up your Bank Account.
Step 5

Prepare and file your reports with your local election official.

Local Independent Expenditure PACs for independent expenditure committees supporting or opposing candidates who file locally on the municipal level

A local IEPAC organizes to support or oppose candidates who file with the local election official, such as school committee and selectboard.

Step 1

Click here for the form to organize your committee with the local election official.
Step 2

Set up your Bank Account.
Step 3

Click here for the local IEPAC guide.
Step 4

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

Getting Started: Organize with OCPF