Electronic Filing Record Layout

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 (Memos Notes & Explanatory 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 )

 

 

KEY INFORMATION

 

   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

reportItem_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.


 

 

TEXT

  

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

 

 

 

CVR  

 

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)

 

 

CVR2

 

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


 

CVR3

 

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


 

CORR

 

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

 

 

 

FINL

 

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


 

SMRY

 

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)


 

 

RCPT

 

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


 

PLDG

 

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

 

 

EXPN

 

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)

LOAN

 

 

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


 

 

DEBT

 

 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


CRED

 

 

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


ASSET

 

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