West Virginia Form F-7 Campaign Financial Statement
All PACs and political party committees are required to file campaign finance reports in a timely manner with the office in which they filed their Statement of Organization. PACs and political party committees that file with the Secretary of State are required to use the online Campaign Finance Reporting System (CFRS).
The report parameter fields are as follows:
Date Range: (bolded, please) Please ensure that your date range lines up with either standard West Virginia reporting dates or dates that are specific to your report. i.e. First Quarter, Primary, General, etc.
Current Election: Please select the current election.
Amended: Check the box if this is an amended report.
Amended Compliance Report: Selected the previously filed report. (This dropdown is only seen if the Amended box is checked.)
Termination: Check the box if this is a final report.
Report Period: The available report periods will appear in the dropdown.
All Caps: This will generate your entire report in all caps.
Sort Order: This will generate your report in the sort order of your choice.
We recommend upon completion of generating your report, that you save it as a PDF for your records or to compare to other reports. This must be done at the time of generation, or you will not be able to save it as a PDF without generating it. You can also download the e-filing for your records as well.
NOTES:
The West Virginia Excel efile is more of a bulk import, and does not directly match the paper report:
- There is no way to designate a transaction as being associated with a fundraiser event on the efile
- Receipt Of a Transfer Of Excess Funds & Disbursement Of Excess Funds is not supported. Please contact support if you need to file either of these schedules.
- Aggregation for itemization is just in the report period – meaning, transactions associated with the entity included on prior reports do not impact itemization for the current report.
- West Virginia efiling does not support the concept of splits or memos. Typically states want to see where the money originated/ended up, so we itemize splits as cash-impact transactions, and do not itemize the whole/parent transaction. This also applies to Support/Oppose Memos.
- Not all transactions can be imported – there will be an indication below if the transactions on the schedule need to be hand-entered directly into West Virginia’s system. This includes (but not limited to): Loans Received & associated transactions, Loans Made & associated transactions. (Loans Received & related transactions used to be able to be imported, but can no longer be with the Excel import.
The West Virginia Excel import has the option of choosing from a dedicated list of occupations. These can be found as a soft drop-down on individual records, and can be used if the client chooses, or they can supply their own occupation.
Form F-7 Campaign Financial Statement
Below is a breakdown of each schedule based on the order found on the Form F-7 Campaign Financial Statement.
Contributions of $250 or Less
Transaction Types: Monetary Contribution
Entity Types: n/a
Relationship Type: n/a
Transaction Tags: n/a
Reporting Codes: n/a
Financial Account: n/a
Allocation Type: n/a
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– Transactions will be itemized on this schedule if the entity’s per-report aggregate is $250 or less at the end of the report period
– Transactions associated with events will be itemized on “Contributions of $250 or Less Associated with Fundraisers” (see below)
Contributions of More Than $250
Transaction Types: Monetary Contribution
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– Transactions will be itemized on this schedule if the entity’s per-report aggregate is greater than $250 at the end of the report period
– Transactions associated with events will be itemized on “Contributions of More Than $250 Associated with Fundraisers” (see below)
Contributions of $250 or Less Associated with Fundraisers
Transaction Types: Monetary Contribution
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– Transactions will be itemized on this schedule if the entity’s per-report aggregate is $250 or less at the end of the report period
– Transactions must be associated with an Event
Contributions of More Than $250 Associated with Fundraisers
Transaction Types: Monetary Contribution
Entity Types: n/a
Relationship Type: n/a
Transaction Tags: n/a
Reporting Codes: n/a
Financial Account: n/a
Allocation Type: n/a
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– Transactions will be itemized on this schedule if the entity’s per-report aggregate is greater than $250 at the end of the report period
– Transactions must be associated with an Event
Other Income: Interest, Refunds, Miscellaneous Receipts
GROUP 1:
Transaction Types: Other Income, Allocation Transfer, Refunded Expense
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– All transactions are itemized on this schedule regardless of amount
GROUP 2:
Transaction Types: Expense
Reversed: Required
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– All transactions are itemized on this schedule regardless of amount
Line/Schedule: Inkind Contributions
Transaction Types: Inkind Contribution
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– All transactions are itemized on this schedule regardless of amount
Itemized Expenditures
GROUP 1:
Transaction Types: Expense, Allocation Transfer, Support/Oppose Memo, Refunded Contribution, Accrued Expense Payment
Reversed: excluded
Splits: included
Notes:
– All transactions are itemized on this schedule regardless of amount
GROUP 2:
Transaction Types: Monetary Contribution
Reversed: required
Splits: excluded
Notes:
– All transactions are itemized on this schedule regardless of amount
Unpaid Bills
Transaction Types: Accrued Expense
Reversed: excluded
Splits: included
Notes:
– Splits are itemized as cash-impact transactions
– All transactions are itemized on this schedule regardless of amount
