Each Line of an electronic filing will begin with one of the following record types. For an explaination of the fields within the record type, click on one of the links below. For a more detailed version of this document, refer to the TEC ERF Version 13.3.
TEXT
CVR (Cover Page Layout For Campaign Finance Reports )
CVR2 (Page Layout For Repeating Cover Page Information)
CVR3 (Page Layout For Repeating Cover Page Information)
CORR (Page Layout For Correction Affidavit Information)
FINL (Page Layout for Designation of Final Report)
SMRY (Summary Totals Record Layout)
RCPT (Receipts)
PLDG (Pledges)
EXPN (Expenditures)
LOAN (Loans)
DEBT (Outstanding Loans)
CRED (Credits)
ASSET (Assets) (SCHEDULE M - ASSETS VALUED AT $500 OR MORE )
Entity Codes
---------------------------------------------------------------
IND - Individual (a person)
ENT - Entity (not an individual)
Checkbox Checkbox Implicit on State or
Political Office Codes on COH-SS on COH-T COH & JCOH District
----------------------------- --------- -------- ---------- --------
GOV = Governor X Y State
LGV = Lt. Governor X Y State
AG = Attorney General X Y State
COM = Comptroller X Y State
LC = Land Commissioner X Y State
AC = Agriculture Comm. X Y State
RC = Railroad Commissioner X Y State
SCJ = Supreme Court Justice X Y State
CAJ = Criminal Appeals Judge X Y District
SEN = State Senator X X Y District
REP = State Representative X X Y District
COA = Court of Appeals Justice Y District
DJ = District Judge Y District
DA = District Attorney Y District
SBE = State Board of Education Y District
OTH = Other Office (describe) Y N/A
Election Type Codes
-------------------
P = Primary
G = General
R = Runoff
S = Special
O = Other (describe)
Report Type Codes
-----------------
If a Report is a Monthly report, the 3-character Month is coded in RptTyp_Mon on
the CVR record. Valid 3-character Month codes are as follows:
JAN; FEB; MAR; APR; MAY; JUN; JUL; AUG; SEP; OCT; NOV; DEC.
Note: Monthly filing types JAN-DEC assume the "monthly check-box"
on the paper form has an "X" marked by the filer.
All other Report Types (other than monthly) are indicated with the appropriate
check-box field on the CVR record. (Fields RptTyp_Jan through RptTyp_Fin)
VALID REPORT TYPES BY FILING TYPE
Definition of mnemonics used in the following chart:
Monthly = Monthly Report (JAN - DEC) (3-Char value coded in RptTyp_Mon)
JAN15 = Semi-annual report due January 15th (RptTyp_Jan=X)
JUL15 = Semi-annual report due July 15th (RptTyp_Jul=X)
E50 = 50th day before election (Party/Corporate report) (RptTyp_E50=X)
E30 = 30th day before election (RptTyp_E30=X)
E8 = 8th day before election (RptTyp_E8=X)
A15 = 15th day after treasurer appointment (RptTyp_A15=X)
A10 = 10th day after treasurer termination (RptTyp_A10=X)
500 = Exceeded $500 limit (RptTyp_500=X)
RUN = Runoff (RptTyp_Run=X)
FIN = Final Report (RptTyp_Fin=X)
CORRECTION PROCESSING OF ITEMS IN SCHEDULES
------------------------------------------
The Rpt_Number on the filing's "cover" page (CVR.06.Rpt_Number) is used to
identify original reports and any corrections. An original report has a
Rpt_Number equal to zero, any corrections have a Rpt_Number from 1 to 999.
Item_ID: A unique identifier permanently associated with each itemization or
transaction appearing in a PDP electronic file. All Item_IDs of
itemizations appearing in any correcting report must match the Item_IDs first
used for those same itemizations in the original report.
The Item_ID assigned and maintained by the filer's software is used by the
Texas Ethics Commission database to uniquely identify each itemization from
every schedule and from every filer. It is very important that when a filer
corrects a previously filed electronic report, the Item_IDs of the subsequent
correction matches those already reported. It is acceptable for an Item_ID of one
original report to be assigned a value that was used on a previous original
report. Item_IDs must be unique WITHIN a report group -that is an original
report and all of its corrections as identified in CVR.06.Rpt_Number.
MEMOS NOTES & EXPLANATORY TEXT
------------------------------
Large bodies of text can be associated with a filing's "cover" page, and with
a schedule as a whole. A special TEXT record can be used to carry descriptive
text as a string of characters not exceeding 4000 characters.
The contents of TEXT records are printed on "pages" following the form(s) to
which they are related. For example, a body of TEXT related to a cover form
will be shown following that form. Likewise, TEXT related to any schedule is
printed on a page following the last detailed itemization of the particular
schedule.
TEXT can be associated with any Form that is coded on a CVR record and with any schedule that is coded on a RCPT, PLDG, EXPN, LOAN, DEBT, CRED or ASSET record.
The layout of the TEXT record is described below:
01 Record Type Value: TEXT
02 Form_Type Contains 'Form_Type' of a "cover" Form (COH, JCOH, ...)
or a Schedule (e.g. SC, SE, SL, ...) to which this
text/memo/note is related.
03 A string of unformatted text up to 4000 characters.
Three Examples:
---------------
TEXT,COH,"Some general notes about this COH filing."
TEXT,A1,"Some general notes about Schedule A1 in this COH filing."
==================== CAMPAIGN FINANCE REPORTS =======================
Code Form Identifier and Description
------ --------------------------------------------------------------
1) COH C/OH - Candidate/Officeholder Campaign Finance Report
COH-SS C/OH-SS - Candidate/Officeholder Special Session Report
COH-UC C/OH-UC - Candidate/Officeholder Report of Unexpended Contribs
COH-T C/OH-T - Candidate/Officeholder Telegram Report
2) JCOH JC/OH - Judicial Candidate/Officeholder Campaign Finance Report
COH-SS C/OH-SS - (same as C/OH-SS report by a non-judicial filer)
COH-UC C/OH-UC - (same as C/OH-UC report by a non-judicial filer)
3) SPAC SPAC - Specific-Purpose Committee Campaign Finance Report
SPAC-SS SPAC-SS - Specific Purpose Cmtte Special Session Report
SPAC-T SPAC-T - Specific Purpose Cmtte Telegram Report
4) JSPAC JSPAC - Judicial Specific-Purpose Cmmtte Campaign Finance Report
SPAC-SS SPAC-SS - (same as SPAC-SS reports by non-judicial filers)
5) GPAC GPAC - General-Purpose Committee Campaign Finance Report
PAC-T PAC-T - PAC Telegram Report
6) MPAC MPAC - Monthly Filing Gen-Purp Cmttee Campaign Finance Report
PAC-T PAC-T - (same as PAC-T report filed by a GPAC)
7) CEC CEC - County Executive Committee Campaign Finance Report
PAC-T PAC-T - (same as PAC-T report filed by a GPAC)
8) MCEC MCEC - Monthly Filing County Exec Cmttee Campaign Finance Report
PAC-T PAC-T - (same as PAC-T report filed by a GPAC)
9) PTYCORP PTY-CORP - Political Party / Corporate Report
10) SCCOH SC C/OH - State Chair Cand/Officeholder Campaign Finance Report
COH-UC C/OH-UC - (same as C/OH-UC report by a non-judicial filer)
11) SCSPAC SC SPAC - State Chair Specific-Purpose Cmtte Camp Finance Report
12) LEG LEG - Legislative Caucus Report of Contributions & Expenditures
COVER PAGE LAYOUT FOR CAMPAIGN FINANCE REPORTS
==============================================
01 Record Type (identifies this record) Value: CVR
02 Type of Filing or Form set.
Values: COH, COH-SS, COH-UC, COH-T, JCOH,
SPAC, SPAC-SS, SPAC-T, JSPAC,
GPAC, MPAC, CEC, MCEC, PAC-T,
PTYCORP, SCCOH, SCSPAC, LEG
Note: The Record Types that follow this CVR record
in a filing depend on the value of Form_Type.
03 ID of Filer / Account # (Pre-assigned by T.E.C.)
04 Entity_Cd Values: IND - Individual ("COH" reports only)
ENT - Entity (all "non-COH" reports)
05 Filer Name - Last (family) name
06 Filer Name - First (middle, ...) names
07 Filer Name – Prefix
08 Filer Name – Suffix
09 Filer (short) Name - Nickname or Acronym
10 Report Number Values: 0 (zero) = Original Report
1-999 = Correction #1-999
11 Reporting Period From Date (not used on {*}-T rpts)
12 Reporting Period Through Date (not used on {*}-T rpts)
13 Date of Election (Convention Date on SCCOH & SCSPAC)
14 Type of Election Values: P-Primary; G-General; R-Runoff; S-Special; O-Other
15 Type of Election Description
*---- (One or more of the following Report Type fields (#16 - #26) are required
*---- on COH, COH-UC, JCOH, SPAC, JSPAC, GPAC, MPAC, CEC, MCEC, PTYCORP,
*---- SC-COH-SC-SPAC and LEG filings – refer to pages 7 & 8 in the Overview.)
16 Check-box: Semi-annual report due Jan 15th
17 Check-box: Semi-annual report due Jul 15th
18 Check-box: 50th day before election
19 Check-box: 30th day before election
20 Check-box: 8th day before election
21 Check-box: 15th day after treasurer appointment
22 Check-box: 10th day after treasurer termination
23 Check-box: Exceeded $500 limit
24 Check-box: Runoff Report
25 Check-box: Final Report
26 CR Report Type Monthly. Values: [JAN|FEB|MAR|APR|MAY|JUN|JUL|AUG|SEP|OCT|NOV|DEC]
27 Office Held Code (see "Political Office Codes")
28 Office Held Description (if OffHldCd=OTH {Other})
29 Office Held District# (see "Political Office Codes")
30 Office Sought Code (see "Political Office Codes")
31 Office Sought Description (if OffSeekCd=OTH {Other})
32 Office Sought District# (see "Political Office Codes")
33 Filer Address / Street 1
34 Filer Address / Street 2
35 Filer Address / City
36 Filer Address / State
37 Filer Address / ZIP+4
38 Filer
"Change of Address" Code (N/A on COH-T rpts)
39 Treasurer Name - Last (family) name
40 Treasurer Name - First (middle, ...) name(s)
41 Treasurer Name - Title
42 Treasurer Name - Suffix
43 Treasurer Name - Nickname (separate from Tres_NamF)
44 Treasurer {Residence} Address / Street 1
45 Treasurer {Residence} Address / Street 2
46 Treasurer {Residence} Address / City
47 Treasurer {Residence} Address / State
48 Treasurer {Residence} Address / ZIP+4
49 Treasurer Phone (10 digits including Area Code)
50 Treasurer Phone - Extension
51 Treasurer Mailing Address / Street 1
52 Treasurer Mailing Address / Street 2
53 Treasurer Mailing Address / City
54 Treasurer Mailing Address / State
55 Treasurer Mailing Address / ZIP+4
56 Treasurer Mail "Change of Address" Code
57 No_Actv_CB No Reportable Activity Check-box
58 Party_Code Political Party Code Values: REP=Republican; DEM=Democratic; OTH=Other
59 Party Text Political Party
60 State/County Code Values: S=State; C=County
61 Name
of County
62 Chair Name - Last (family) name
63 Chair Name - First (middle, ...) name(s)
64 Chair Name - Title
65 Chair Name - Suffix
66 Chair Name - Nickname (separate from Chair_NamF)
67 Chair Mailing Address / Street 1
68 Chair Mailing Address / Street 2
69 Chair Mailing Address / City
70 Chair Mailing Address / State
71 Chair Mailing Address / ZIP+4
72 Chair Mail "Change of Address" Code
73 Chair Address / Street 1
74 Chair Address / Street 2
75 Chair Address / City
76 Chair Address / State
77 Chair Address / ZIP+4
78 Chair Phone (10 digits including Area Code)
79 Chair Phone - Extension
80 Document Signer's Name (as printed)
81 Thresh_CB Using higher itemization threshold based on previous
contribution balance (Optional on GPAC, MPAC, CEC, MCEC)
COVER PAGE LAYOUT FOR REPEATING COVER PAGE INFORMATION
=========================================================
01 Record Type (identifies this record) Value: CVR2
02 Type of Filing or Form set. Values: DIRECT - Direct Campaign Expend by other...
SUPPORT - Supporting Political Committee(s)
03 Unique Identifier for this itemization.
04 Entity Code Values: IND - Individual; ENT – Entity
05 Name - Last (family) or Entity name
06 Name - First (middle, ...) name(s) (Req if Individual)
07 Name - Prefix
08 Name - Suffix
09 Name - Nickname (separate from CVR2_NamF)
10 Address / Street 1
11 Address / Street 2
12 Address / City
13 Address / State
14 Address / ZIP+4
15 Committee Type Code Values: G-General; S-Specific
16 Treasurer Name - Last (family) name
17 Treasurer Name - First (middle, ...) name(s)
18 Treasurer Name - Title
19 Treasurer Name - Suffix
20 Treasurer Name - Nickname (separate from Tres_NamF)
21 Treasurer Address / Street 1
22 Treasurer Address / Street 2
23 Treasurer Address / City
24 Treasurer Address / State
25 Treasurer Address / ZIP+4
COVER PAGE LAYOUT FOR REPEATING COVER PAGE INFORMATION
=========================================================
01 Record Type (identifies this record) Value: CVR3
02 Form Type – Value: PURPOSE - Cand/Measure Sup/Opp/Assist
03 Unique Identifier for this itemization.
04 Text name/identifying info of Candidate / Officeholder / Party or Ballot Measure
05 Subject Supported/Opposed/Assisted
Values: C - Candidate
O - Office Holder
M - Measure (N/A for JSPAC)
PC - Candidates of Political Party
(N/A for SPAC, SPAC-SS, JSPAC & SCSPAC)
PO - Office Holders of Pol Party
(N/A for SPAC, SPAC-SS, JSPAC & SCSPAC)
06 Supported/Opposed/Assisted Code
Values: S – Supported (Candidates/Measures only)
O – Opposed (Candidates/Measures only)
A - Assisted (Officeholders only)
07 Name of Office Sought/Held (e.g. Governor, St Senate, …)
08 Ballot Identification Number
09 Election Date
PAGE LAYOUT FOR CORRECTION AFFIDAVIT INFORMATION
================================================
01 Record Type (identifies this record) Value: CORR
02 Type of Filing or Form set.
Values: COR-COH - Correction Affidavit - C/OH
COR-PAC - Correction Affidavit - PAC
COR-PTY - Correction Affidavit - PTY-CORP
COR-LEG - Correction Affidavit - LEG
COH-TC - Correction Affidavit - C/OH Tele Rpt
PAC-TC - Correction Affidavit - PAC Tele Rpt
03 Explanation of Correction
PAGE LAYOUT FOR DESIGNATION OF FINAL REPORT / AFFIDAVIT OF DISSOLUTION
================================================================================
01 Record Type (identifies this record) Value: FINL
02 Type of Filing or Form set.
Values: COH-FR - C/OH Final Report (COH, JCOH & SCCOH)
PAC-DR - PAC Affidavit of Dissolution
03 o BoxA_CD Values: 1 - do not have unexpended contributions...
2 - have unexpended contributions...
04 o BoxB_CD Values: 1 - do not retain assets...
2 - do retain assets...
05 Acknowledge knowledge of filing requirements Checkbox
SUMMARY TOTALS RECORD LAYOUT
============================
01 Record Type (identifies this record) Value: SMRY
02 Name of Form or Schedule
03 Line Number of Summary Total
04 Summary Amount
Note: Amount(s) may have a null or zero value if there is no dollar
total to be conveyed. SMRY records with null/zero Amount(s) do
not have to be coded within a filing. Amount(s) are assumed to
be zero in the absence of a SMRY record.
Summary (SMRY) records used in COH & SCCOH filings:
SMRY,[COH|SCCOH],1,{Amt} (Unitemized Contributions <= $50)
SMRY,[COH|SCCOH],2,{Amt} (Total Contributions = 1 + Sch A1 & C)
SMRY,[COH|SCCOH],3,{Amt} (Unitemized Expenditures <= $50)
SMRY,[COH|SCCOH],4,{Amt} (Total Expenditures = 3 + Sch F, G & H)
SMRY,[COH|SCCOH],5,{Amt} (Principal of Outstanding Loans)
SMRY,[COH]SCCOH],6,{Amt} (Total Contribution Balance)
SMRY,B1,4,{Amt} (Total Unitemized Pledges)
SMRY,E,4,{Amt} (Total Unitemized Loans)
Summary (SMRY) records used in JCOH filings:
SMRY,[JCOH|JSPAC],1,{Amt} (Unitemized Contributions <= $50)
SMRY,[JCOH|JSPAC],2,{Amt} (Total Contributions = 1 + Sch A(J))
SMRY,[JCOH|JSPAC],3,{Amt} (Unitemized Expenditures <= $50)
SMRY,[JCOH|JSPAC],4,{Amt} (Total Expenditures = 3 + Sch F, G & H)
SMRY,[JCOH|JSPAC],5,{Amt} (Principal of Outstanding Loans)
SMRY,[JCOH|JSPAC],6,{Amt} (Total Contribution Balance)
SMRY,B(J),4,{Amt} (Total Unitemized Pledges)
SMRY,E(J),4,{Amt} (Total Unitemized Loans)
- 31 - [SMRY]
Summary (SMRY) records used in JSPAC filings:
SMRY,[JCOH|JSPAC],1,{Amt} (Unitemized Contributions <= $50)
SMRY,[JCOH|JSPAC],2,{Amt} (Total Contributions = 1 + Sch A(J))
SMRY,[JCOH|JSPAC],3,{Amt} (Unitemized Expenditures <= $50)
SMRY,[JCOH|JSPAC],4,{Amt} (Total Expenditures = 3 + Sch F & H)
SMRY,[JCOH|JSPAC],5,{Amt} (Principal of Outstanding Loans)
SMRY,[JCOH|JSPAC],6,{Amt} (Total Contribution Balance)
SMRY,B(J),4,{Amt} (Total Unitemized Pledges)
SMRY,E(J),4,{Amt} (Total Unitemized Loans)
Summary (SMRY) records used in SPAC & SCSPAC filings:
SMRY,[SPAC|SCSPAC],1,{Amt} (Unitemized Contributions <= $50)
SMRY,[SPAC|SCSPAC],2,{Amt} (Total Contributions = 1 + Sch A1 & C{if SPAC})
SMRY,[SPAC|SCSPAC],3,{Amt} (Unitemized Expenditures <= $50)
SMRY,[SPAC|SCSPAC],4,{Amt} (Total Expenditures = 3 + Sch F & H)
SMRY,[SPAC|SCSPAC],5,{Amt} (Principal of Outstanding Loans)
SMRY,[SPAC]SCSPAC],6,{Amt} (Total Contribution Balance)
SMRY,B1,4,{Amt} (Total Unitemized Pledges)
SMRY,E,4,{Amt} (Total Unitemized Loans)
Summary (SMRY) records used in GPAC, MPAC, CEC, & MCEC filings:
SMRY,[GPAC|MPAC|CEC|MCEC],1,{Amt} (Unitemized Contributions <= $50/10)
SMRY,[GPAC|MPAC|CEC|MCEC],2,{Amt} (Total Contributions = 1 + Sch A2 & C)
SMRY,[GPAC|MPAC|CEC|MCEC],3,{Amt} (Unitemized Expenditures <= $50/10)
SMRY,[GPAC|MPAC|CEC|MCEC],4,{Amt} (Total Expenditures = 3 + Sch F)
SMRY,[GPAC|MPAC|CEC|MCEC],5,{Amt} (Principal of Outstanding Loans)
SMRY,[GPAC|MPAC|CEC|MCEC],6,{Amt} (Total Contribution Balance)
SMRY,B2,4,{Amt} (Total Unitemized Pledges)
SMRY,E,4,{Amt} (Total Unitemized Loans)
Summary (SMRY) records used in LEG filings:
SMRY,LEG,1,{Amt} (Unitemized Contributions <= $50)
SMRY,LEG,2,{Amt} (Total Contributions = 1 + Sch A(L) +
contributions from caucus members)
SMRY,LEG,3,{Amt} (Unitemized Expenditures <= $50)
SMRY,LEG,4,{Amt} (Total Expenditures = 3 + Sch F(L))
SMRY,LEG,5,{Amt} (Principal of Outstanding Loans)
SMRY,E(L),4,{Amt} (Total Unitemized Loans)
Summary (SMRY) records used in PTYCORP filings:
SMRY,PTYCORP,1,{Amt} (Total Contributions = Sch C & D)
SMRY,PTYCORP,2,{Amt} (Total Expenditures = Sch N)
Summary (SMRY) records used in COH-UC filings:
SMRY,COH-UC,1,{Amt} (Unexpended contributions total)
SMRY,COH-UC,2,{Amt} (Interest and other income total)
SCHEDULE A1, A2, A(J), A(L) - POLITICAL CONTRIBS OTHER THAN PLEDGES OR LOANS
SCHEDULE C - CORPORATE / LABOR ORG. CONTRIBUTIONS OTHER THAN PLEDGES OR LOANS
SCHEDULE J - POLITICAL CONTRIBUTIONS RETURNED TO A COMMITTEE
SCHEDULE T-CTR - POLITICAL CONTRIBUTIONS (on COH-T & SPAC-T forms)
=============================================================================
01 Record Type (identifies this record) Value: RCPT
02 Name of Schedule Values:
A1 (used on: COH;SPAC;SCCOH;SCSPAC;COH-SS;SPAC-SS)
A2 (used on: GPAC;MPAC;CEC;MCEC)
A(J) (used on: JCOH;JSPAC)
A(L) (used on: LEG)
C (used on: SPAC;GPAC;MPAC;PTYCORP;)
J (used on: SPAC;JSPAC;GPAC;MPAC;CEC;MCEC;SCPAC)
T-CTR (used on: COH-T;SPAC-T)
03 Unique Identifier for this itemization.
04 Entity Code Values: IND - Individual; ENT - Entity
05 Contributor Name - Last or Organization name
06 Contributor Name - First (middle, _) name(s)
07 Contributor Name - Title
08 Contributor Name - Suffix
09 Contributor Street Address 1
10 Contributor Street Address 2
11 Contributor City
12 Contributor State Code
13 Contributor ZIP Code
14 Out-of-state PAC Check-box
15 Out-of-state PAC's FEC ID# (OK if OS_PAC_CB = X)
16 Contribution Date
17 Contribution Amount (or In-kind Value)
18 Contribution Description
19 Employer
20 Principal Occupation/Job Title
21 Job Title
22 Law firm of spouse
23 Law firm of child's parent
24 Law firm of child's parent
*----- Fields 25 - 36 apply when #02.Form_Type = A1, A2, A(J), C & T-CTR
*----- and refer to in-kind contributions for travel outside the State of Texas.
*----- They may be used on both "parent" records (Trvl_BakRef is blank)
*----- and "child" records (Trvl_BakRef points to Item_ID in the "parent")
25 Travel outside the State of Texas check box (if in-kind)
26 Last name of person who traveled (if in-kind travel)
27 Travler first (middle, _) name(s)
28 Traveler Name - Title
29 Traveler Name - Suffix
30 The means of transportation
31 The name of each departure city / location
32 Departure Date
33 The name of each destination city / location
34 Arrival Date in destination city / location
35 The campaign or officeholder purpose of the travel,
including the name of a conference, seminar or other event.
36 Back-reference to Item_ID of parent record
SCHEDULE B1, B2, B(J) - PLEDGED CONTRIBUTIONS
SCHEDULE D - PLEDGED CORPORATE OR LABOR ORG CONTRIBUTIONS
SCHEDULE T-PLG - PLEDGED CONTRIBUTIONS (on COH-T & SPAC-T forms)
================================================================
01 Record Type (identifies this record) Value: PLDG
02 Name of Schedule Values:
B1 (used on: COH;SPAC;SCCOH;SCSPAC;COH-SS;SPAC-SS)
B2 (used on: GPAC;MPAC;CEC;MCEC)
B3 (used on: COH-SS;SPAC-SS)
B(J) (used on: JCOH;JSPAC)
D (used on: SPAC;GPAC;MPAC;PTYCORP;)
T-PLG (used on: COH-T;SPAC-T)
03 Unique Identifier for this itemization.
04 Entity Code Values: IND - Individual; ENT - Entity
05 Pledgor Name - Last or Organization name
06 Pledgor Name - First (middle, _) name(s)
07 Pledgor Name - Title
08 Pledgor Name - Suffix
09 Pledgor Street Address 1
10 Pledgor Street Address 2
11 Pledgor City
12 Pledgor State Code
13 Pledgor ZIP Code
14 Out-of-state PAC Check-box
15 Out-of-state PAC's FEC ID# (OK if OS_PAC_CB = X)
16 Pledge Received Date
17 Pledge Amount (or In-kind Value)
18 Pledge Description
19 Employer
20 Principal Occupation/Job Title
21 Job Title
22 Law firm of spouse
23 Law firm of child's parent
24 Law firm of child's parent
*----- Fields 25 - 36 apply when #02.Form_Type = B1, B2, B3, B(J), D & T-PLG
*----- and refer to in-kind pledges for travel outside the State of Texas.
*----- They may be used on both "parent" records (Trvl_BakRef is blank)
*----- and "child" records (Trvl_BakRef points to Item_ID in the "parent")
25 Travel outside the State of Texas check box
26 Last name of person who traveled (if in-kind travel)
27 Travler first (middle, _) name(s)
28 Traveler Name - Title
29 Traveler Name - Suffix
30 The means of transportation
31 The name of each departure city / location
32 Departure Date
33 The name of each destination city / location
34 Arrival Date in destination city / location
35 The campaign or officeholder purpose of the travel,
including the name of a conference, seminar or other event.
36 Back-reference to Item_ID of parent record
SCHED F, F(L) - POLITICAL EXPENDITURES
SCHED G - POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS
SCHED H - PAYMENTS FROM POLITICAL CONTRIBUTIONS TO A (RELATED) BUSINESS
SCHED I - NON-POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS
SCHED N - EXPENDITURES FROM CORPORATE OR LABOR ORG CONTRIBUTIONS
SCHED UC-EXP - EXPENDITURES
SCHED T-DCE - DIRECT CAMPAIGN EXPENDITURES (on PAC-T form)
=======================================================================
01 Record Type (identifies this record) Value: EXPN
02 Name of Schedule Values:
F (used on: COH;JCOH;SPAC;JSPAC;GPAC;MPAC;
CEC;MCEC;SCCOH;SCSPAC)
F(L) (used on: LEG)
G (used on: COH;JCOH;SCCOH)
H (used on: COH;JCOH;SPAC;JSPAC;SCCOH;SCSPAC)
I (used on: COH;JCOH;SPAC;JSPAC;GPAC;MPAC;
CEC;MCEC;SCCOH;SCSPAC)
N (used on: PTYCORP)
UC-EXP (used on: COH-UC)
T-DCE (used on: PAC-T)
03 Unique Identifier for this itemization.
*----- Fields 04 - 16 are NOT USED on Candidate/Office records (fields #19-28)
*----- which have a BakRef_ID pointing to the Item_ID of the "parent" record.
04 Entity Code 3 Values: IND - Individual; ENT - Entity
05 Payee Name - Last or Organization name
06 Payee Name - First (middle, _) name(s)
07 Payee Name - Title
08 Payee Name - Suffix
09 Payee Street Address 1
10 Payee Street Address 2
11 Payee City
12 Payee State Code
13 Payee ZIP Code
14 Expense Paid Date
15 Expense Paid Amount
16 Expenditure Description
*----- Field 17 only applies to Sched UC-EXP of COH-UC reports
17 ExpCntr_YN Expenditure is a contribution? (Yes/No)
*----- Field 18 applicable when #02.Form_Type = G and is a Check-box
*----- that indicates "Reimbursement from political contributions intended".
18 Reimbursement intended Check-box (Sched G only)
*----- Fields 19 - 28 apply when #02.Form_Type = [F|H|T-DCE] and refer to
*----- expenditures made to benefit another C/OH without that C/OH's knowledge
*----- or consent. They may be used on both "parent" records (BakRef_ID is
*----- blank) or "child" records (BakRef_ID points to Item_ID in the "parent").
19 Candidate Name - Last (family) name
20 Candidate Name - First (middle, ...) name(s)
21 Candidate Name - Title
22 Candidate Name - Suffix
23 Office Held Code (see "Political Office Codes")
24 Office Held Description (if OTH - Other)
25 Office Held District# (see "Political Office Codes")
26 Office Sought Code (see "Political Office Codes")
27 Office Sought Description (if OTH - Other)
28 Office Sought District# (see "Political Office Codes")
29 Back-reference to Item_ID of parent record
*----- Field 30 applies to Schedules F&I of GPAC & MPAC reports
*----- Field 30 is NOT USED on Direct Campaign Expenditure "child" records
*----- (fields #19-28) which have a BakRef_ID pointing to the Item_ID of the
*----- "parent" record. Field 30 is also NOT USED on Travel "child" records
*----- (fields #31-42) which have a Trvl_BakRef pointing to the Item_ID of the
*----- "parent" record.
30 Expend from Corporate/Labor contribs? (Yes/No)
*----- Fields 31 - 42 apply when #02.Form_Type = F,G, H, N & UC-EXP and refer
*----- to political expenditures for travel outside the State of Texas.
*----- They should NOT BE USED in a record where Direct Campaign Expenditure
*----- information is present (in Fields 19-28.)
*----- They may be used on both "parent" records (where Trvl_BakRef is blank)
*----- and "child" records (Trvl_BakRef points to Item_ID in the "parent")
31 Travel outside the State of Texas check box
32 Last name of person who traveled
33 Traveler first (middle, _) name(s)
34 Traveler Name - Title
35 Traveler Name - Suffix
36 The means of transportation
37 The name of each departure city / location
38 Departure Date
39 The name of each destination city / location
40 Arrival Date in destination city / location
41 The campaign or officeholder purpose of the travel,
including the name of a conference, seminar or other event
42 Back-reference to Item_ID of parent record
(Travel info only)
SCHEDEDULE E, E(J), E(L), E(P) - LOANS
================================
01 Record Type (identifies this record) Value: LOAN
02 Name of Schedule Values:
E (used on: COH;SPAC;GPAC;MPAC;CEC;MCEC;
PTYCORP;SCCOH;SCSPAC)
E(J) (used on: JCOH;JSPAC)
E(L) (used on: LEG)
E(P)
03 Unique Identifier for this itemization.
*----- Fields 04 - 29 are NOT USED on Guarantor "child" records which have a
*----- value in BakRef_ID pointing back to the Item_ID of the "parent" record.
04 Entity Code Values: IND - Individual; ENT - Entity
05 Lender Name - Last or Organization name
06 Lender Name - First (middle, _) name(s) (Req if IND)
07 Lender Name - Title
08 Lender Name - Suffix
09 Lender Street Address 1
10 Lender Street Address 2
11 Lender City
12 Lender State Code
13 Lender ZIP Code
14 Financial Institution Yes/No
15 Out-of-state PAC Check-box
16 Out-of-state PAC's FEC ID# (OK if OS_PAC_CB = X)
17 Loan Date
18 Loan Amount
19 Interest Rate (either a decimal rate or text)
20 Maturity date
21 No Collateral Check-box
22 Description of Collateral (Req if No_Coll_CB not 'X')
23 Lender's Employer
24 Lender's Principal Occupation/Job Title
25 Lender's Job Title
26 Lender's Spouse Law firm
27 Child Lender's Parent's Law Firm
28 Child Lender's Parent's Law Firm
29 Guarantor information Not Applicable Check-box
*----- Fields 30 - 46 ARE USED if Guar_NACB NOT EQUAL 'X' or if this is a "child"
*----- record with BakRef_ID pointing back to the Item_ID of the "parent" rec.
30 G_EntCode Values: IND - Individual; ENT - Entity
31 Guarantor Name - Last or Organization name
32 Guarantor Name - First (middle, _) name(s)
33 Guarantor Name - Title
34 Guarantor Name - Suffix
35 Guarantor Street Address 1
36 Guarantor Street Address 2
37 Guarantor City
38 Guarantor State Code
39 Guarantor ZIP Code
40 Guaranteed Amount
41 Guarantor’s Employer
42 Guarantor’s Principal Occupation/Job Title
43 Guarantor’s Job Title
44 Guarantor’s Spouse Employer
45 Child Guarantor’s Parent's Law Firm
46 Child Guarantor’s Parent's Law Firm
47 Back-reference to Item_ID of parent record
SCHEDULE L - OUTSTANDING LOANS
==============================
01 Record Type (identifies this record) Value: DEBT
02 Name of Schedule Value: L (used on: JCOH;JSPAC)
03 Unique Identifier for this itemization.
04 Entity Code Values: IND - Individual; ENT - Entity
05 Creditor Name - Last or Organization name
06 Creditor Name - First (middle, _) name(s)
07 Creditor Name - Title
08 Creditor Name - Suffix
09 Creditor Street Address 1
10 Creditor Street Address 2
11 Creditor City
12 Creditor State Code
13 Creditor ZIP Code
14 Guarantor information Not Applicable Check-box
*----- Fields 15 - 24 ARE USED if Guar_NACB NOT EQUAL 'X' or if this is a "child"
*----- record with BakRef_ID pointing back to the Item_ID of the "parent" rec.
15 G_EntCode Values: IND - Individual; ENT - Entity
16 Guarantor Name - Last or Organization name
17 Guarantor Name - First (middle, _) name(s)
18 Guarantor Name - Title
19 Guarantor Name - Suffix
20 Guarantor Street Address 1
21 Guarantor Street Address 2
22 Guarantor City
23 Guarantor State Code
24 Guarantor ZIP Code
25 Back-reference to Item_ID of parent record
SCHEDULE K - CREDITS (OPTIONAL)
===============================
01 Record Type (identifies this record) Value: CRED
02 Name of Schedule Value: K (used on: COH;JCOH;SPAC;
JSPAC;GPAC;MPAC;CEC;MCEC;
SCCOH;SCSPAC)
03 Unique Identifier for this itemization.
04 Entity COdE Values: IND - Individual; ENT - Entity
05 Payor Name - Last or Organization name
06 Payor Name - First (middle, _) name(s)
07 Payor Name - Title
08 Payor Name - Suffix
09 Payor Street Address 1
10 Payor Street Address 2
11 Payor City
12 Payor State Code
13 Payor ZIP Code
14 Expense Incurred Date
15 Expense Incurred Amount
16 Reason for Credit
SCHEDULE M - ASSETS VALUED AT $500 OR MORE
==========================================
01 Record Type (identifies this record) Value: ASSET
02 Name of Schedule Value: M (used on: JCOH;JSPAC)
03 Unique Identifier for this itemization.
04 Description of Asset