Candidate Committee
Setting Up the Committee

MERTS Step-by-Step for Candidate Committee Setup Video

MERTS Step-by-Step for Candidate Committee Setup Video
  1. Open the MERTS software.
  2. Choose Create a New Committee File.

Other selections:

  • Open an existing committee file – opens a file you have already started.
  • Help – directs users the MERTS website.
  • Exit wizard – exits the wizard and return to a gray screen.

Please note this should only be selected if:

  • This is the first time this committee is filing and no other Reports/Campaign Statement have been submitted electronically,
  • The committee has lost its previous file and needs to start over,
  • Switching from paper to electronic format.

Creating multiple files will cause beginning/ending balance errors as well as not calculating cumulative totals correctly. These types of errors will generate a Notice of Error or Omission. If a file has already been created exit the wizard and locate the file from its saved location.

  1. A confirmation window will appear providing the potential errors of creating a new committee file if one has already been created for this committee.
  • ‘I have read the terms..’ check box to proceed with creating a new committee file.
Or
  • ‘I wish to Exit..’ Will close the setup feature. Select the ‘Open’ icon on the toolbar to search for the original file.
  1. Replace ‘My Committee’ with the committee name on file with the Bureau of Elections. Add the committee identification number, address information and other information requested.
  • Ok - saves the entry.
  • Return to previous - returns to the previous screen.
  1. Enter the Candidate’s full name, address information and other information requested.
  • Ok - saves the entry.
  • Return to previous - returns to the previous screen.
  1. Select the drop down list and choose the office sought. Election cycle dates will calculate based on the Election Year and Office Sought selected (Candidates ONLY Ballot Question Committee module is based on Election year). Name the election cycle ‘General’.

For more information on Election Cycle dates select Get Election Cycle Dates Here hyperlink.

  • Ok - saves the entry.
  • Return to previous - returns to the previous screen.
  1. Enter the coverage dates for the reporting period and other information requested. Select Get Report Coverage dates here for a more information.
  • Ok - saves the entry.
  • Return to previous - returns to the previous screen.
  1. Select Enter Transactions to proceed to the Transaction Information screen to start entering transactions. Select Add Names to proceed to the Names tab to start entering names.
  1. Save the file, choose a name and location. Enter a file name that is easy to remember and identify as a MERTS file.

Note: Replace the default name with a specific name of the committee and not a report. For example JANE SMITH MERTS FILE (Candidates), SAVE THE PEOPLE MERTS FILE (PAC, Ballot Question or Political Party).




Page last modified on May 17, 2013, at 10:36 AM