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Filing Schedules
NON-DEPOSITORY FILING SCHEDULE

Candidates for the State Legislature, Political Action Committees, People's Committees
and Local Party Committees use this schedule to file their reports:


Report Year Report Type Begin Reporting Period End Reporting Period Date Due
2008 Pre-Primary 01/01/2008 08/29/2008 09/08/2008
  Pre-Election 08/30/2008 10/17/2008 10/27/2008
  Year-End 10/18/2008 12/31/2008 01/20/2009
2007 Year-End 01/01/2007 12/31/2007 01/22/2008
2006 Pre-Primary 01/01/2006 09/01/2006 09/11/2006
  Pre-Election 09/02/2006 10/20/2006 10/30/2006
  Year-End 10/21/2006 12/31/2006 01/22/2007
2005 Year-End 01/01/2005 12/31/2005 01/20/2006
2004 Pre-Primary 01/01/2004 08/27/2004 09/07/2004
  Pre-Election 08/28/2004 10/15/2004 10/25/2004
  Year-End 10/16/2004 12/31/2004 01/20/2005
2003 Year-End 01/01/2003 12/31/2003 01/20/2004
2002 Pre-Primary 01/01/2002 08/30/2002 09/09/2002
  Pre-Election 08/31/2002 10/18/2002 10/28/2002
  Year-End 10/18/2002 12/31/2002 01/21/2003
2001 Year-End 01/01/2001 12/31/2001 01/22/2002
2000 Pre-Primary 01/01/2000 09/01/2000 09/11/2000
  Pre-Election 09/02/2000 10/20/2000 10/30/2000
  Year-End 10/21/2000 12/31/2000 01/22/2001

DEPOSITORY FILING SCHEDULE

Statewide (Consitutional), County and Governor's Councillor Candidates, the State Party Committees and the Mayor and Councilor-At-Large Candidates in Boston, Cambridge, Lowell, Springfield and Worcester file the following reports with OCPF:

  • Monthly Account Summary and Expenditures Report (filed by the candidates' and committees' appointed depository financial institutions)

    This report provides beginning and ending balance information, a summary of the deposit activity in the account, and a detailed listing of all expenditure activity for each depository campaign account for the reporting period.

  • Deposit Report (filed by the candidates and committees)

    This report provides contribution information for each deposit made into the campaign account.

  • Reimbursement Report (filed by the candidates and committees)

    This report provides information about the underlying expenditure activity for each third-party reimbursement made.

  • Committee Credit Card Report (filed by the candidates and committees)

    This report provides information about the underlying expenditure activity for each statement period of the committee's credit account.

The bank's monthly reports cover the 1st through the end of the month and are filed by the 5th of the following month. In the last half of an election year, the reporting is accelerated to bi-weekly filing. Thus, from January to June, the banks follow the monthly reporting schedule but from July to December, the banks file two reports: The first report covers the 1st through the 15th of the month and is filed by the 20th of the month and the second report covers the 16th through the end of the month and is filed by the 5th of the following month. Candidates and committees file their reports in accordance with the bank's filing schedule.

Depository candidates and committees also file a year-end report which is due on January 20th of the following year. The year-end report summarizes all deposit and expenditure activity for the year, lists any savings accounts (and balances), and provides information about all in-kind contributions received or liabilities incurred during the year.


BALLOT QUESTION COMMITTEE FILING SCHEDULES

Statewide Committees (Question appears on a state ballot):

All existing committees organized to support or oppose a question on a state ballot are required to file periodic reports with OCPF.  Committees organized concerning questions appearing on the 2008 ballot file a report 60 days before the election, covering activity from January 1, 2008, or their dates of organization, if later, and then file twice a month through the election.  The due dates for 2008 are as follows:

Due Date Period Covered
Friday, September 5th Day after ending date of previous filing - August 31st
Monday, September 22nd September 1st - September 15th
Monday, October 6th September 16th - October 1st
Monday, October 20th October 2nd - Octoer 15th
Wednesday, November 5th October 16th - November 1st
Thursday, November 20th November 2nd - November 15th
Tuesday, January 20, 2009 (Year-End Report) November 16th - December 31st

Local Committees (Question appears on a city or town ballot):

Local ballot question committees report on the same schedule as local candidates and committees (see Municipal Candidate Filing Schedule below). In a spring election in a town, ballot question committees file eight days before and thirty days ater the election. A third report is due at year's end from committees with continuing balances or liabilities. Such year-end filings should be rare, however. By law, ballot question committees must dissolve after the final determination of a question at the polls. For questions on the ballot at a general election in a city (or a town with a November election), the filing dates are eight days before the election and on the following January 20th. Check with your local election official for the filing schedule for a special city election.


MUNICIPAL CANDIDATE FILING SCHEDULE
(Except the citywide candidates in Boston, Cambridge, Lowell, Springfield and Worcester)

Local candidates file reports with the election officials in their respective cities and towns, following the local election calendar.

  • In towns, reports are due eight days before a primary, if one is held, and eight days before and 30 days after the election. A subsequent year-end report is required for incumbents and candidates or committees that have continuing balances or liabilities or did not dissolve for the post-election report. The year-end report is due on January 20th of the following year. (NOTE: This schedule applies to the vast majority of towns that hold their annual elections in the late winter or spring. Towns that hold their annual elections in November follow the same schedule as cities below.)


  • In cities, reports are due eight days before the preliminary, eight days before the election, and, as a final report, a year-end report which is due January 20th of the following year. In off-election years, incumbent candidates and committees that have continuing balances or liabilities or did not dissolve are required to file a year-end report.