The first time you use GEFS in the 2001 general election:

1. Using the radio buttons, select the General election.
2. Enter 2001, the election year.
3. Enter the Candidate Identification Number (CID) that you have obtained from the Special Programs staff. You will not have to enter this information again in this election.
4. When you begin to enter contribution and expenditure data, GEFS will automatically create a submission item in the Select From Existing Submission(s) box. Each time you access GEFS, select (highlight) the current submission.
5. Click on “Next” to access the GEFS Main Menu.
   

GEFS Main Menu Screen

All functions in GEFS are accessed from the Main Menu. The menu selections allow you to enter candidate and treasurer information, scan images of checks and other documents that are required to be filed in a matching fund claim (Form P-1), enter contribution and expenditure details, generate diagnostic reports, and generate Forms P-1 and G-1 for filing with the Commission. Each function will be discussed below.

Entering Candidate and Treasurer Information

The first time that you use GEFS, you must enter candidate and treasurer information. Click on “File” and select “Candidate/Treasurer Details”.

Candidate and Treasurer Details Screen

Enter information in all fields concerning the publicly-financed gubernatorial candidate. Move from field to field using the TAB key. Click on the tab for “Treasurer Details” to enter treasurer information.

If you have designated a Deputy Treasurer, click on the “Deputy Treasurer Details” tab and enter all required information. You may enter information for more than one deputy treasurer.

Click “Save” after all candidate and treasurer information is entered. You will not have to enter this information again in this election.

Click “Close” after candidate and treasurer details are successfully entered to continue to use GEFS.

Bank Account Information

Disclosure of bank account information is required on each Form G-1 filed. Account information entered into GEFS will automatically be reported on each Form G-1 filed by the campaign. Enter information for each bank account opened and maintained by the campaign by clicking on “File” and selecting “Bank Accounts”.

Using the tabs (Depository, Matching Fund, or Public Fund) select the type of account and enter all account details. Click on SAVE. If the campaign opens a second depository account, click on “New” and enter the details for the additional account. Note that an additional Form D-1 must be filed for each depository or matching fund account opened and maintained by the campaign. If you entered incorrect information for an account, you may edit the account details by clicking on “Existing.”

GEFS Contribution Schedules

GEFS contains four schedules for entering all contribution details. It is important to enter contribution information on the correct GEFS schedule because the information will be used to generate contribution schedules on Form G-1 (Schedules 1 through 4) and Form P-1 (Schedules 1 through 4).