Crimson Feature of the Month: JFC Vetting Tool

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Crimson Feature of the Month: JFC Vetting Tool

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Over the last few election cycles, the use of Joint Fundraising Committees skyrocketed. In 2018, JFCs raised a combined total of $525.3 million and $1.2 billion in 2016. They are also moving down ticket with state parties, US House, and US Senate candidates joining together to raise money. In 2016, there were 479 JFCs registered with the Federal Election Commission, and 48 raised over $1 million. In 2018, the total number of registered JFCs increased to 741, and 77 raised over $1 million.

With more and more major donor fundraising coming through JFCs, having to vet contributions to confirm the donation isn’t excessive creates a new compliance risk. Compounding the problem is that you usually receive these lists to vet at the end of a fundraising period, when you’re at your busiest, and they require immediate attention.

With this increased focus on JFC donations, a new feature in Crimson 3 makes it easier for you to review your donations with the JFC Vetting Tool. This feature uses Crimson’s import matching logic to see if a donor already exists in your database and how much the donor has given to a specific fund code.

How to Use the JFC Vetting Tool

Please remember the JFC Vetting Tool is designed to supplement and not replace the manual vetting of JFC donations. It relies on the Crimson import matching logic, which depends on maintaining a clean and deduped database. If a donor exists in your database with information that does not match what is included in the JFC file, Crimson will not find a match. This may inadvertently cause you to accept an excessive donation. CMDI recommends that you always manually check your lists, especially for records where no match is found.

1. From main menu in Crimson, click on the Compliance Dashboard.

 

2. Select the JFC Vetting Tool from the Dashboard Navigation in the left corner.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
3. In Step 1: Upload File, click within the white box to choose a file from your computer or click and drag the file into the white box. Then, select the worksheet to be used for import from the file and click .

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
4. In Step 2: Import Type, select the Fund Code from the drop-down.

Note: If you select more than one fund code, it will combine the totals into one column, so it is recommended you do separate imports for Primary and General.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
5. Toggle either CTD or YTD for a donation total option. Click on .

Note: Primary and General fund codes should select CTD while PAC or PARTY fund codes should use YTD.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
6. In Step 3: Mapping, match the header names from the imported file to the options in the drop-down fields. Make sure to map all the required fields and click .

Note: Since you aren’t importing any gift data, you do not need to map amount or date.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
7. Select the Auto Mapping option, and Crimson will attempt to auto map the columns in the file to the columns in the database. If any fields are not auto mapped or are auto mapped incorrectly, you can manually update the mapped fields.

Note: See the Crimson FAQ: Auto and Load Mapping for directions on this option.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
8. In Step 4: Validate and Import, click Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com . This step validates that all required fields are included and that the file’s format is correct.

If the import fails, a message will appear saying why the file was not validated and imported. Fix the listed errors and attempt the import again.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com

If successful, a confirmation message will appear saying whether the import was successful with a preview of the output results.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com
9. Click Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com  to see the import’s results, which can be saved.

The output file will be identical to the file you imported with columns appended on the right that indicate the matched PID, the CTD or YTD total, and the date the load was run. For rows where PID is blank, this signifies no record was found in the database, and a manual search should be done to confirm the donor doesn’t exist.

Crimson Feature of the Month: How to Use the JFC Vetting Tool | CMDI.com