Identify the correct authority
- Which office handles candidate information for this specific office and election?
- Where are its current candidate materials and contact details published?
- Does another agency handle campaign-finance questions?
Ask about the applicable materials
- Which eligibility, nomination, filing and ballot instructions apply to the office?
- Where are the official deadlines and any current amendments?
- How can you confirm that the version you have is current?
- What evidence should you retain when an instruction or submission is confirmed?
Plan your office routine
- Who is responsible for checking sources and maintaining the calendar?
- Where will restricted records and submission receipts be stored?
- Who reviews an unresolved question before it becomes a missed task?
- What will you review each week?
For federal ballot-access orientation, see the FEC’s ballot-access page. It directs candidates to relevant state election offices; it is not a state or local filing checklist.
Organize the answers in the toolkit ↗