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After you efile a CA report from ISP, you may get a system return message that is confusing.

Here’s what these messages could mean:

1) Status: the job failed to process
This message is likely because you attempted to file the report to local instead of filing to the state. Regenerate your report and select Efile Report instead of Efile Report to Local

The CA Form 400 form must be filed within 10 days after the slate mailer organization receives or is promised $500 or more for producing one or more slate mailers.

Important Notes

1. To pull the Date Qualified as a Slate Mailer, add a date to Date Qualified under the Committee Info section of the Filer Record
2. Individuals with the relationship type “Assistant Treasurer”, “Committee Staff”, “Employer”, “Member”, “Principal Officer”, “Sponsor” will pull to Page 1, Section II
3. Due to limitations with the CA PDF generator, the Treasurer will pull to Page 1, Section II, but “Other Principal Officers” appear on a supplemental page instead of
   the PDF.
4. On the report generation screen, you can select up to three authorized individuals for Page 2, Section III.
5. If your Slate Mailer is also a General Purpose committee, link the General Purpose committee to the Slate Mailer Entity Record with relationship type “Authorized Committee”. This will pull to Page 2, Line IV

Filing your Compliance reports with a Local CA Filing Agency (e.g., Riverside County, City of San Diego) is possible via ISP. There are, however, certain data entry steps to take first.

Filer/Committee Entity Record

First, under Committee Info, ensure Jurisdiction is set appropriately.

• If you need to file with your county, select County.
• If you need to file with a city or town, select City.

In addition, ensure Jurisdiction Description is filled in with the City or County you are filing with. Examples of data entry possibilities are Orange, Orange County, or City of San Diego.

Multiple local agencies use NetFile to process campaign finance reports. Some require additional verification in the form of Signature ID & PIN.

Direct E-file, No Signature ID or PIN required

The following local agencies file directly and don’t require a Signature ID or PIN:

• Alameda  (County)
• Butte  (County)
• Carlsbad  (City)
• Chico  (City)
• Chula Vista  (City)
• Clovis  (City)
• Coachella  (City)
• Contra Costa  (County)
• El Cajon  (City)
• Fresno  (City)
• Garden Grove  (City)
• Goleta  (City)
• Huntington Beach  (City)
• Indio  (City)
• Irvine School Board  (Other Local)
• Kern  (County)
• La Mesa  (City)
• Lake Forest  (City)
• Lancaster  (City)
• Madera  (County)
• Modesto  (City)
• Mountain View  (City)
• National City  (City)
• Nevada  (County)
• Novato  (City)
• Oceanside  (City)
• Orange  (County)
• Oroville  (City)
• Placer  (County)
• Redding  (City)
• Riverside  (County)
• Sacramento  (County)
• San Joaquin  (County)
• San Juan School Board  (County)
• San Luis Obispo  (County)
• San Mateo  (City)
• San Mateo  (County)
• Santa Barbara  (City)
• Santa Clara  (County)
• Shasta  (County)
• Ventura  (County)
• West Sacramento  (City)

Direct E-file, Signature ID & PIN required

The following local agencies file directly and DO require a Signature ID & PIN:

• Anaheim  (City)
• Berkeley  (City)
• Burbank  (City)
• Capitola  (City)
• Coronado  (City)
• Dublin  (City)
• El Cerrito  (City)
• Glendale  (City)
• Hayward  (City)
• Hesperia  (City)
• Irvine  (City)
• Irvine  (County)
• Livermore  (City)
• Los Gatos  (City)
• Manhattan Beach  (City)
• Manteca  (City)
• Marin  (County)
• Monterey  (County)
• Morgan Hill  (City)
• Murrieta  (City)
• Newport Beach  (City)
• Oakland  (City)
• Palo Alto  (City)
• Pasadena  (City)
• Patterson  (City)
• Perris  (City)
• Pleasanton  (City)
• Rancho Cucamonga  (City)
• Redondo Beach  (City)
• Sacramento  (City)
• Salinas  (City)
• San Bernardino  (City)
• San Bernardino  (County)
• San Bruno  (City)
• San Francisco  (City)
• San Francisco  (County)
• Santa Ana  (City)
• Santa Cruz  (County)
• Santa Monica  (City)
• Stockton  (City)
• Sunnyvale  (City)
• Ventura  (City)
• Watsonville  (City)
• Yountville  (City)

Other E-filing Solutions

If for some reason you are unable to file via NetFile using ISP, you can attempt to upload the .cal file using NetFile’s API.

You will need your Filer ID (not committee ID) & Filer Password.

If you use this alternative method to file and have a Signature ID & PIN, after uploading your report, you’ll need to log into your NetFile User Account and approve the report on the Pending Filings page before the filing is accepted.

If after filing directly from ISP or uploading via NetFile’s API you get a return email from NetFile with error messages and need help deciphering these error messages, please see My Local Filing With NetFile Just Failed. Now What?

If you’re looking for potential donors who have not had a Communication added to their record yet, you can do so via Advanced Search.

1. Click on the Add/Search menu, then Advanced Search.
2. Your first rule is going to narrow this down to Individuals.

• Area: Entities
• Field: Entity Type
• Relationship: Is Any Of
• Value: Individual

3. Click Add Rule.
4. Now, we need to exclude individuals with at least one Communication on their record.

• Area: Communications
• Field: Count
• Relationship: Is More Than
• Value: 0

5. Click Add as Exclusion.
6. Click Run Search.

If you’d like to pull this list but don’t want to exclude all Communication Types, use this search instead.

1. Narrow it down to Individuals.

• Area: Entities
• Field: Entity Type
• Relationship: Is Any Of
• Value: Individuals

2. Click Add Rule.
3. Now, we need to exclude all the Communication Types you’d like to exclude.

• Area: Communications
• Field: Communication Type
• Relationship Is Any Of
• Value: [insert any Communication Type you’d like to exclude]

4. Click Add as Exclusion.
5. Click Run Search.