Organization & Disclosure Forms


FOR ALL TOWN-WIDE MUNICIPAL CANDIDATES

Form CPF M 101 – Organization of a Candidate Committee – Municipal

Although state law does not require a town-wide candidate to have a political committee organized on his or her behalf, many candidates have one. This is particularly so when the candidate is a public employee, since public employees are prohibited by law from political fundraising, even on their own behalf.

The CPF M 101 should be filed with the Town Clerk as soon as the committee is organized. A political committee may not accept any contributions, make any expenditures or incur any liabilities until the treasurer qualifies for the office by completing, signing and filing CPF M 101 with the Office of the Town Clerk.

Form CPF M 102 – Campaign Finance Disclosure Form – Municipal

Every town-wide candidate and his or her political committee, if any, is required to file a Form CPF M 102 with the Town Clerk on or before each required reporting date. This report must be signed by the candidate and treasurer, if any, under the penalties of perjury. Candidates are responsible for the legality, validity, timliness, completeness, and accuracy of each of their reports. The following information should be filed with or on Form CPF M 102:

Schedule A – Receipts
An alphabetical list of all contributions in excess of $50 received within the reporting period, including the amount and date received, the name, and the residential address of the contributor. This information must also be reported for receipts of $50 or less if the total contributions from the individual have exceeded $50 in a calendar year. Otherwise, receipts of $50 or less may be added together on one line and included in total receipts. If the contribution is $200 or more, the occupation and employer of the contributor must be disclosed.

Schedule B – Expenditures

An alphabetical list of all disbursements in excess of $50, including the amount and the date of payment, the name and address of the payee and the purpose of the expenditure. Those expenditures of $50 or less may be added together on one line and included in the total expenditures. However, complete information concerning all expenditure, including date, payee, address, amount and purpose, must be maintained by the candidate or committee regardless of the amount.

Schedule C – In-Kind Contributions
An alphabetical list of all in-kind contributions of anything of value other than money with a value in excess of $50 in a calendar year. This listing includes the date, the name and residential address of each contributor and a description of the contribution. The occupation and employer of any contributor of $200 or more of in-kind goods or services, or a combination of money and goods or services, is also required. In-kind contributions do not include volunteers’ personal services or the exercise of ordinary hospitality.

Schedule D - Liabilities

An alphabetical list of all outstanding, unpaid obligations as of the last day of the reporting period, regardless of when the liability was incurred. Included is the amount, the date the liability was incurred, the name and address to whom it is due and the purpose of the liability. Liabilities are carried over from each report to the successive report until such time as they are satisfied.

Totals from all of the above categories are summarized in a schedule on the front page of Form CPF M 102. Detailed instructions for completing Form CPF M 102 are available form the Office of Campaign and Political Finance or from the Office of the Town Clerk.

Form CPF M 102-0 – Campaign Finance Disclosure Report (Affidavit) - Municipal
This statement, in lieu of filing a Form CPF M 102, may be signed only by candidates, for a specific reporting period, who have not received any contributions, spent any money or incurred any debts and do not have a political committee organized on their behalf. A Form CPF M 102-0 is available in the Office of the Town Clerk during each reporting period.

FOR SELECTMEN CANDIDATES ONLY

Form SEL 102 – Selectmen’s Supplemental Campaign Finance Disclosure Report
The Town of Brookline's General By-Laws, in Article 3.1.7, requires candidates for the Office of Selectmen to also file additional supplemental financial disclosure reports with the Town Clerk in substantially the same format and requires the same disclosure information as required in Form CPF M 102. Form SEL 102 also requires the following additional information:

Schedule A - Receipts

Contributors of value greater than $50 but less than $200: An alphabetical list of all contributors whose contribution or aggregate contributions within the reporting period equal an amount greater than $50 but less than $200, including the amount and date received, the name and the residential address of the contributor, together with the aggregate amount of each person’s contributions and the occupation and the name of the employer or employers of each such person; provided, however, that no candidate shall be required to include such occupation and employer if said candidate or a candidate’s committee organized on his or her behalf has been unable to obtain such information after requesting it when soliciting a contribution.

Schedule E – Donors of $50 and Less

The total number of contributors of $50 or less must be recorded on Line 19.

MISCELLANEOUS FORMS

Form CPF M T 101 - Change/Acceptance of Treasurer

This form is required to be filed immediately with the Town Clerk in order to notify of any change in Treasurer for a committee.

Schedule E - Disclosure of Assets Statement

Different from the Schedule E found in Form SEL 102, this form is a listing of all assets acquired or disposed of during the calendar year that have a useful life of more than one year, would be depreciable in a normal business environment, and have a cost and/or value of $1,000 or more at the time of acquisition. This separate schedule is filed only once each year with the Form CPF M 102, which is due on January 20.

Form CPF R 1 - Campaign Finance Disclosure Report for Itemization of Reimbursements
This financial disclosure report is to itemize all expenditures in excess in excess of $50.00 that the committee or the candidate has reported in Schedule B of Form CPF M 102. This form should be included as an attachment to Schedule B of Form CPF M 102, when necessary, when filing for each reporting period.

Form CPF 102A - Amendment to Financial Disclosure Report
This financial disclosure report is used to amend the previously filed Form CPF M 102, by a committee or a candidate, for a specific reporting period, due to errors or omissions.

REPORTING PERIODS

Pre-Election Reports - All Town-Wide Candidates (Including Selectmen)

Form CPF M 102 - All Town-Wider Candidates (Including Selectmen) is due on or before the 8th day preceding the Annual Town Election, complete from the day following the ending date of the last report filed through 10 days before the due date.

Pre-Election Reports - Selectmen Candidates Only

Form SEL 102, for selectmen candidates only, is due on or before the 15th day preceding the Annual Town Election, complete from the day following the ending date of the last report filed through 25 days before the Annual Town Election.

Form SEL 102, for selectmen candidates only, is due on or before the 8th day preceding the Annual Town Election, complete from the day following the ending date of the last report filed through 18 days before the Annual Town Election.

Post-Election Reports - All Town-Wide Candidates


Form CPF M 102
is due on or before the 30th day following the Annual Town Election, complete from the day following the ending date of the last report filed through 10 days before the due date.

Post-Election Reports - Selectmen Candidates Only

Form SEL 102, for selectmen candidates only, is due on or before the 30th day following the Annual Town Election, complete from the day following the ending date of the last report filed through 20 days after the Annual Town Election.

Year End Reports - All Town-Wide Candidates

Form CPF M 102 is due on or before January 20 in the following year, complete from the day following the ending date of the last report filed through December 31. A Schedule E – Disclosure of Assets Statement must be filed with this report.

Year End Reports - Selectmen Candidates Only

Form SEL 102, for selectmen candidates only, is due on or before January 20 in the following year, complete from the day following the ending date of the last report filed through December 31.