W 9 Form 2010 Ny Irs

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W 9 Form 2010 Ny Irs Powered By Docstoc
					                                                      Reporting of IEs,
IE Best                                               with a definition at
                                                      least as strong as
Practices -                                           the federal definition
Current as                                            (express advocacy
                                                      independent of the
of July, 2011                                         target)
State           Notes                                 IE




AK                                                    Yes - AS 15.13.400
                Alabama does not require the
                reporting of independent
AL              expenditures                          N/A
AR                                                    Yes
AZ                                                    Yes - 16-901


                Electioneering communications,
                known as Issue Advocacy in
                California, are reported on FORM E-
                530 if $50,000 or more is spent
                within 48 hours of the election. This
                form is only filed online and receipt
                of this information requires a special
CA              information request.                   Yes


CO                                                 Yes
                Data available electronically from
                Connecticut excludes the payee
                address and the dates of the
                Independent Expenditures, even
                though these are reported.
                Electioneering Communications are
                not reported in a way that makes
                them identifiable among other
CT              expenditures.                      Yes
DE                                          Yes




FL                                          Yes
     Independent expenditures and
     electioneering communications are
     not reported in a way that makes
     them identifiable among other
GA   expenditures.                          Definition, yes. Reporting, no.




     Hawaii expenditure disclosure
     instructions mention independent
     expenditures, but provides no form
     or any detail. The only form is the
     one used for electioneering
     communications. More detail has
HI   been requested from the state.           No
     Most of the information captured by
     the reporting system relies on the
     filer disclosing the information under
     the form's "Description of
     Communication" and "Type of
     Communication" fields, both of which
     allow the filer to fill in an open ended
     description of what the independent
     expenditure purchased and from
IA   whom.                                    Yes

     Political action committees making
     independent expenditures file on a
     form that requires no target
     information. Such expenditures then
ID   are unidentifiable as independent.  Yes
     Prior to January 1, 2011, campaign
     contributions were unlimited and any
     entity could make independent
IL   expenditures without disclosure.     Yes
IN                                        No




KS                                       Yes
KY                                       Yes
     No definition of independent
     expenditure was found, however,
     disclosure of independent
     expenditures is required.
     Expenditures are filed on regular
LA   campaign finance reports.           No

     PACs are exempt from the reporting
     requirements described here. PACs
     only have to use these forms within
     10 days of election for expenditures
     over $250. All other expenditures
     can be reported on their PAC
     disclosure forms, which do not
     require them to identify payees,
     position, or target information.
     Following Citizens' United, MA also
     created a new type of PAC--
     Independent Expenditure PACs.
     These PACs only make independent
     expenditures and are under the
     same reporting requirements as
     regular PACs, but do not have the
     same contribution limits as regular
MA   PACs.                                Yes
     Maryland currently does not define
     or require reporting of independent
     expenditures or electioneering
     communication. However, recently
     passed legislation that goes into
     effect December 1, 2011, will do
MD   both.                                No
     In Maine, all IEs must be filed on
     independent expenditure reports,
     even if they are made by committees
     that also file them on regular
     campaign finance disclosure reports.
     On August 1, 2011, recently passed
     legislation will change this
ME   somewhat.                            Yes. "Independent expenditures" always include express advocacy w
MI                                        Yes. The legal definition of "independent expenditure" is actually pre
MN                                        Yes
     Filed on regular campaign finance
     reports called "direct expenditure
     report" and a form called "non-
     committee expenditure report" for
     individuals and entities not defined
MO   as a committee                       Yes

     IE spenders have to file a "REPORT
     OF INDEPENDENT EXPENDITURE
     REPORT" form that discloses the
     target, the position but no money or
     purpose. Then because they have
     spent more than $200 they are
     considered a committee and must
     then file the usual committee
     reports, but those reports do not
     require the filer to disclose the
     purpose of the disbursement so
     there is no way to know for certain
     which expenditure (disbursement) is
MS   for the independent expenditure.     Yes


MT                                        Yes




NC                                        Yes
     North Dakota defines "direct
     expenditures" as expenditures made
     by a corporation, cooperative
     corporation, LLC, or association to
     support or oppose a ballot measure
     without the knowledge or consent of
     a ballot measure committee, and
     requires these expenditures to be
     reported. The examination in this
     spreadsheet focuses on these
     "direct expenditures." The report for
     these "direct expenditures" shows
     only the total spent by the entity on
     that measure. The transactions are
ND   not itemized.                         No
     IEs made by party committees or
     independent committees (PACs) are
     reported on the committees' regular
     campaign statements: Form B-2 for
     parties and Form B-4 for
     independent committees.
     Additionally, some IEs made by
     certain entities may be filed on the
     Report of Independent Expenditure
     (Form B-6) or the Report of Late
     Independent Expenditure (Form B-
NE   11).                                  Yes


     Under current New Hampshire law, a
     political committee is defined as “any
     organization of two or more persons
     to influence elections or measures,
     including the political committee of a
     political party as hereinafter
     defined.” As a corporation is defined
     as a person, only two corporations
     working together have to register as
     a political committee. Therefore,
     many independent expenditures are
NH   not required to be reported.           Yes


NJ                                         Yes
NM                                         No
     These answers represent the current
     laws of Nevada. New reforms were
     passed in the state legislature this
     session, but will not go into effect
     until 1/1/2012. The new laws will
     lower the reporting threshold for
     independent threshold by PACs to
     $100. Nevada uses one form for all
     of its campaign finance reporting, so
     as a result, target information is not
NV   disclosed.                             No
     New York does not currently define
     independent expenditures or
     electioneering communications.
     Anyone making independent
     expenditures or contributions on
     behalf of a candidate must register
     as an "unauthorized candidate
NY   committee."                            No

     SB 240 in 2010 sought to codify
     changes to law post-CU and tighten
     disclosure but did not pass; no
     further efforts have been made. The
     Secretary of State promulgated new
     rules for independent expenditures
OH   effective January, 2011.            Yes




OK                                         Yes

OR                                         Yes


PA                                         Yes
RI                                         Yes

     South Carolina did not ban corporate
     or labor independent expenditures
     prior to Citizens United. A 2010
     decision in the SCCL v. Krawcheck
     case found the definitions of
     committee unconstitutional, ergo,
     there is currently no independent
SC   expenditure reporting.               No
     There are separate forms on which
     IEs and ECs are filed, and if the
     entity making these expenditures
     files regular campaign finance
     reports, then these expenditures are
     also reported on the regular
SD   campaign finance reports.             Yes
TN                                         Yes
     Texas's definition of "direct
     campaign expenditure" fits the
     definition of independent
     expenditure. However, most of what
     is reported as a "direct campaign
     expenditure" is not an independent
     expenditure. State staff reports that
     the Texas Ethics Commission does
     not have the resources to audit this
TX   data.                                 Yes

     Electioneering communications are
     reported on the same form as other
     expenditures, which would make
     them difficult to identify unless the
     purpose is written in a way to clearly
     indicate that the expenditure was an
     electioneering communication. The
     state does provide a search for
     those on their website, although as
     of July 7, 2011, this search yields no
UT   transactions.                          No
VA                                          Yes
     The campaign finance law sets no
     limits on expenditures that are made
     totally independently from a
     campaign; and that are not “related
     expenditures” as defined in 17
     V.S.A. §2809. If a person or single
     source, acting alone and
     independently, chooses to make
     expenditures to urge support or
     defeat of a candidate or group of
     candidates, there are no regular
     campaign finance filings required
     and there are no limits on the
VT   amount that can be spent.              Yes
WA                                          Yes




WI                                         Yes
     West Virginia independent
     expenditures and electioneering
     communications are reported on the
     Independent Expenditures Reporting
     Form or the Electioneering
     Communications Form. If the entity
     making these kinds of expenditures
     files regular campaign finance
     reports, these expenditures are also
     included in the itemized
     expenditures section of those
     campaign finance reports, but are
     not clearly identified. The information
     in this spreadsheet pertains to the
     Electioneering Communciations
     Form and the Independent
WV   Expenditures Reporting Form.            Yes


     Reflects passage of SF 003
WY   2/24/2011                              Yes
Reporting of ECs, with a definition at least                                            Treasurer/Chairpers
as strong as the federal definition (ads that                                           on names and
clearly identify a target within 30 days of a                                           contact information
primary or 60 days of a general. They only      The type of expenditure is clearly      are collected for
have to ID a target, not "advocate")            stated, eg, tv ad, mailing, etc.        spenders
EC                                              Purpose                                 Spender Info


Definition yes; reporting, almost always.
Alaska differentiates between
"electioneering communications" which take
place shortly before an election and have a
position on an identified candidate (which
are reported as expenditures - on the 15-6
form if independent, & on the candidate's
form if for self), "express communications"
which don't come out and say "vote for" or
"vote against" but are understood to have
that meaning and "issue communications"
which identify a candidate but take no
position. According to the state, whether or
not express communications and issue
communications are reported depends on
specific circumstances. See AS 15.13.400. Yes - text field that is filled in            Yes


N/A                                             N/A                                     N/A
No                                              Yes                                     Yes
No                                              Yes - text field that is filled in      Yes
                                                                                        Independent
                                                                                        expenditure
                                                                                        committees report
                                                                                        committee name,
                                                                                        address, and
                                                                                        treasurer name and
                                                                                        address. Issue
                                                                                        advocacy filers
                                                                                        report only spender
Yes                                             Yes - text fields that are filled in    name and address.
                                                Requires the type to say if it is
                                                broadcast or non-broadcast, and to list
Yes                                             the medium                              Yes




                                                                                       Yes
                                               Yes. Strength: Connecticut requires a standardized expenditure code a provided. Wit
Definition yes, reporting, no. Connecticut's definition of "expenditures" includes communications that clearly identifybe candidate with
                                                                                      Name and mailing
                                                                                      address of
                                                                                      Independent
                                                                                      Expendor is
No                                               Yes - text field that is filled in   disclosed

Florida's definition of electioneering
communication requires the communication
be "susceptible of no reasonable
interpretation other than an appeal to vote
for or against a specific candidate." As the
federal definition of electioneering
communication only requires the candidate
be clearly identified, Florida's definition is
not as strong as the federal definition.       Yes - text field that is filled in     Yes




Definition, yes. Reporting, no.                  Yes - text field that is filled in   Mostly - the treasurer and/or chairperson nam


Hawaii's definition of electioneering
communication requires the communication
not be "susceptible to any reasonable
interpretation other than as an appeal to
vote for or against a specific candidate." As
the federal definition of electioneering
communication only requires the candidate
be clearly identified, Hawaii's definition is
not as strong as the federal definition.      No                                      Yes




                                                                                      Only 527
                                                                                      committees report
                                                                                      this information, by
Yes. Strength: Iowa doesn't restrict issue                                            providing copies of
advocacy to a certain time frame.                Yes - text field that is filled in   their IRS reports.




Yes                                              Yes                                  Yes
The definition of independent expenditure
includes electioneering communications,
and the definition of electioneering
communication requires the communication
be "susceptible to no reasonable
interpretation other than as an appeal to
vote for or against a clearly identified
candidate." As the federal definition of
electioneering communication only requires
the candidate be clearly identified, Illinois's
definition is not as strong as the federal
definition.                                     Yes - text field that is filled in         Yes
No                                              N/A                                        N/A
                                                                                           Yes, on 'certain
                                                                                           persons' report. No,
                                                                                           on candidate, party
                                                                                           & political
                                                                                           committee reports
                                                                                           because that
                                                                                           information is part of
                                                                                           the statement of
                                                  No, on 'certain persons' report. Yes, on organization those
                                                  candidate, party & political committee groups are required
No                                                reports.                                 to file.
No                                                Yes - text field that is filled in       Yes




No                                                Yes                                      Yes




Yes                                               Yes                                      No, but each entity making the expenditures a
No                                              N/A                                N/A




                                            Yes. Strength: Maine without a knowledge or consent of a candidate. Maine also tha
                                                                                  Sometimes. three-letter expenditure types de
Yes. "Independent expenditures" always include express advocacy providesthestandardized key of If the spender is a registered com
No                                          Yes - text field that is filled in    Yes
No                                          No                                    Yes.




No                                              Yes                                Yes




No                                              Optional                           Yes


No                                            No                                   Yes
Yes. Strength: North Carolina not only
defines electioneering communications
within 30 days of a primary or 60 days of a
general, they also define and require
disclosure of ads that mention a candidate
or official outside that window as Candidate-
Specific Communications.                      Yes - text field that is filled in   Yes
No   No                                     Name and phone number of person filling out




No                                        Sometimes. Forms of and B-4 Forms the tr
     Sometimes. Forms B-2 and B-6 contain a written descriptionB-2the type. provideB-4 an




No   Yes                                    Yes


No   Yes - text field that is filled in     Yes
No   N/A                                    N/A
      Yes. Nevada provides 10 spending
No    categories for filers to select from.   Yes




No    N/A                                     N/A




Yes   Yes - text field that is filled in      Yes

                                              Address of
                                              committee or
                                              individual making
                                              the expenditure has
                                              to be disclosed, but
                                              might not be the
                                              treasurer or
Yes   Yes - text field that is filled in      chairperson per se.
                                              Only name is
No    Yes                                     collected
                                              Yes, information is
                                              collected for the
No    Yes - text field that is filled in      person filing
No    No                                      Yes




No    N/A                                     N/A
Yes                                            Yes - text field that is filled in   The name of the person authorizing the expen
No                                             Yes - text field that is filled in   Yes




No                                             Yes                                  Yes




Yes                                            Yes                                  No
No                                             Yes - text field that is filled in   Treasurer name is provided, but contact inform




Yes                                        Yes - text field that is filled in       Treasurer name is provided, but contact inform
Yes                                        Yes - text field that is filled in       Yes
No. Any ad that identifies a candidate but
doesn't rise to the level of "express
advocacy" does not have to be reported.
See
http://www.brennancenter.org/content/resou
rce/wisconsin_prosperity_network_inc._v._
myse/                                      Yes - text field that is filled in       Yes
Yes   No    Yes
            An individual acting
            on behalf of an
            organization must
No    Yes   be identified.
Name and contact
information are collected for   Target identified with first name, last name, office,
payees                          district, and party
Payee Info                      Target




Yes                             Only the target name is disclosed.


N/A                             N/A
Yes                             No
Yes                             Only the target name is disclosed.




Yes                             Candidate name, office, and district must be disclosed


Yes                             Only the target name is disclosed.




                                reporting name and office must
Yes. Strength: the law requires Candidateof secondary payees. be disclosed.
No                             No




Yes                            No




Yes                            Yes




Yes                            No




                               Sometimes. Filers disclosing issue advocacy
Payee information is not       communications do not have to disclose any target
required for independent       information. For independent expenditures, filers
expenditures, but payee        provide "identification of the candidate or ballot issue."
name and address is required   The Institute observes that sometimes target(s) are
for issue advocacy.            identified, other times not.


                               Sometimes. Target Name is identified, unless it is a
                               political action committee making the expenditure.
                               PACs file on a different form in which no target
Yes                            information is required.
      Committee form requires target name, office, and
      district, the natural persons form requires candidate
Yes   address but no office or district information.
N/A   N/A




      The 'certain persons' report requires only the
      candidate or committee supported or opposed be
      reported. Candidate, party & political committee
Yes   reports don't require district or party.
Yes   Target name and office are required.




Yes   No




Yes   Only the target name is disclosed.
N/A                           N/A




Yes                           Target name, office, and district are disclosed.
Yes                           Target name, office, and district are disclosed.
Yes, name and address         Only the target name is disclosed.


Sometimes. Only the non-
committee expenditure
reports disclose payee
information.                  Candidate name and office must be disclosed.




Uncertain because disclosure
of purpose is optional.      Uncertain because disclosure of purpose is optional.
                             Only the name and address and the "fact that the
                             expenditure was independent is reported under
No                           'purpose'."




Yes                           Target name, office, and district is disclosed.
No                            Yes, the target ballot measure is provided.




                               the name of require the name of the target B-11 require the ballot and address of the payee In cas
Mostly. Form B-2 requires only All four formsthe payee. Forms B-4, B-6, and(the candidate or name measure) to be disclosed. to be




Yes                           Only the target name is disclosed.


Yes                           No
N/A                           N/A
Yes   No




N/A   N/A




Yes   Requires target name and office




Yes   Yes - text field that is filled in

Yes   Only the target name is disclosed.


Yes   Only the target name is disclosed.
Yes   Simply asks filer to "identify the candidate"




N/A   N/A
No    Only the target name is disclosed.
Yes   Target name, office, and district are disclosed.




Yes   Requires name and office sought or held




No    Only the target name is disclosed.
Yes   Target name and office are disclosed.




Yes   Target name is provided for electioneering communication reports only.
Yes   Yes




Yes   Target name and office are disclosed.
                              Only the target name is disclosed.
Payee name is required, but not address.



Payee name is required.       No
                                                       Whether the spender supports
                                Date the               or opposes the targeted
Target amount identified, even expenditure was         candidate is reported (applies
if one of multiple targets in a obligated or made is   to independent expenditures
single transaction              reported.              only)
Target Amount                    Date                  Position




An amount is provided, but if a
single expenditure relates to
multiple targets, the amount
for each is not identifiable.   Yes                    Yes


N/A                              N/A                   N/A
No                               Yes                   No
Yes - single targets             Yes                   Yes




Yes                              Yes                   Yes


                                 Yes                   Yes
An amount is provided, but if a single expenditure relates to multiple targets, the amount for each is not identifiable.




                                 Yes                   YES. multiple targets, the amount for each is
An amount is provided, but if a single expenditure relates toAll three forms require this information. not identifiable.
An amount is recorded, but
target information is not
provided                         Yes                    no




An amount is recorded, but
target information is not
provided                         Yes                    No




                                 Yes                   NO. The statute does not explicitly for each is position be disclosed. If it is dis
An amount is provided, but if a single expenditure relates to multiple targets, the amount require the not identifiable.




An amount is recorded, but
target information is not
provided                         No                     No



                                                        Position is not reported for
                                                        issue advocacy, but is
No. The amount spent on                                 reported for independent
issue advocacy or on an                                 expenditures, but the
independent expenditure is                              disclosure forms lack a
reported as a single number,                            dedicated place to disclose
and not separated by target.     Yes                    that infromation. 68A.404

Sometimes. Political action                             Yes, unless it is a political
committees making                                       action committee making the
independent expenditures file                           expenditure. PACs file on a
on a form that requires no                              different form in which no
target information.              Yes                    target information is required.
Yes                          Yes   Yes
N/A                          N/A   N/A




Yes                          Yes   No
Yes                          Yes   Yes



An amount is recorded, but
target information is not
provided                     Yes   No




Yes                          Yes   Yes
N/A                            N/A                 N/A




Yes                            Yes                 Yes
Yes                            Yes                 Yes
Yes                            Yes                 Yes




Yes                            Yes                 Yes




                               Uncertain because
Uncertain because disclosure   disclosure of        Uncertain because disclosure
of purpose is optional.        purpose is optional. of purpose is optional.


Yes                            Yes                 No




Yes                            Yes                 Yes
                                No                    Yes
No. The transactions are not itemized and only the total spent on the measure is provided.




Yes. Forms B-2 and B-4 require Yes amounts of any independent expenditures targeting multiple candidates orto be disclosed (supp
                               the                 Sometimes. Forms B-2, B-4, and B-11 require a position measures to be app




Yes                            Yes                   Yes
An amount is recorded, but
target information is not
provided                       Yes                   No
N/A                            N/A                   N/A
No    Yes   No




N/A   N/A   N/A




Yes   Yes   Yes




Yes   Yes   Yes

Yes   Yes   Yes


Yes   Yes   Yes
Yes   Yes   Yes




N/A   N/A   N/A
No                             No     No
Yes                            Yes    Yes




An amount is provided, but if a
single expenditure relates to
multiple targets, the amount
for each is not identifiable.   Yes   Yes




No                             Yes    No
Yes                            Yes    Yes




No                             Yes    No
Yes                            Yes    Yes




Yes                            Yes    Yes
Yes   Yes   Yes



No    Yes   No
citly require the position be disclosed. If it is disclosed, it will be included in the written purpose of the expenditure.
nd B-11 require a position to be disclosed (supporting or opposing the target). Form B-6 does not include a place to indicate the spender's position on the
place to indicate the spender's position on the target.
IE grid                                                        Payee Fields

state     state priority researcher   Notes                    PayeeAmount

                                      s/b same as the
                                      earlier 15-6 form
                                      outlined in the 2010 -
                                      have an email in to
AK                   1 Anne           the state to verify
AZ                   1 Linda
                                      2008 data already
CA                   1 Linda          collected
                                      Not all of the reports
                                      were filed on
                                      TRACER, some
                                      paper reports were
CO                   1 Robin          also filed.            "Amount"




CT                   1 Pete                                  Section P itemized campaign finance disclosure form
                                      This line applies to Form 20, the"Amount" field.




CT                   1 Pete                                  Schedule A "Amount" field
                                      This line applies to Form 22, the Independent Expenditure Statement for in




CT                   1 Pete                                 Schedule and Schedule A
                                      This line applies to Schedule A A "Amount" field Addendum of Form 26, the
CT               1 Pete                          Schedule of Form 26, the Independent Expenditure S
                           This line applies to Schedule C C "Amount" field.


                           No forms exist, as
                           all the data is filed
                           by electronically.
                           Talked to Divisions
                           of Election, they are
                           mailing us the
                           database for 2010,
                           2008, and 2006.
                           Will have to wait to
                           see database to
                           assign grid
                           instructions. These
                           instructions are for
                           the information
                           presented on the
                           Division of
                           Election's electronic
                           database. I am
                           using the records of
                           the IEs made by
                           Florida New Majority
                           in 2010, found here:
                           http://election.dos.st
                           ate.fl.us/cgi-         Under amount "Amount"
FL               1 Kevin   bin/TreFin.exe         heading.
Florida          1 Kevin   Same as 2010
Florida
Electioneering
Communications   1 Kevin   Same as 2010




                                               "Amount" line under
                                               "Committee Benefiting From
IA               2 Kevin                       the Expenditure"




ID               3 Robin                       IE: "Amount"
                               The data we need
                               will be on a report
                               entitled RECEIPTS
                               AND
                               EXPENDITURES
                               REPORT FOR A
                               PERSON OTHER
                               THAN A
                               CANDIDATE,
                               PARTY                    In the section beginning with
                               COMMITTEE OR             "EXPENDITURES TO
                               POLITICAL                INFLUENCE ..." column
KS                   3 Linda   COMMITTEE                Amount




                               2008-2001 reports
                               are available here:
                               http://www.efs.cpf.st
                               ate.ma.us/Independ
                               entExpenditures.asp
                               x?year=2008&order
                               =recipient. For
                               reports filed prior to
                               1/1/2006, they are in
                               pdfs, located here:
                               http://www.mass.go
                               v/ocpf/archive.htm
                               There is no paper
                               form, so I will          On page 2 of the 18A form,
                               describe how the         under "Amount or Value"
                               data is presented        heading. Electronically, the
MA                   2 Kevin   online.                  amount is listed for each IE

                               State did not require
MA- Electioneering             EC disclosure prior
Communications       2 Kevin   to 1/2010.




                               All info collected on
                               Schedules B-IE-1      Schedule B-IE-2, "Amount"
ME                   1 Pete    and B-IE-2            column
MI (same as 2010)    1 Pete                          Found in Section 7. "Amount"
                               INDEPENDENT EXPENDITURE REPORT filed by Individuals, Groups and
MI (same as 2010)   1                                Item 7 "Amount"
                               2B-1 form filed by Independent or Political Committee (PACs)
MI (same as 2010)   1                                Item 6 "Amount"
                               1B-G form filed by Candidates making IEs that relate to GOTV only. Only e
MI (same as 2010)   1                                Item (PACs, candidates, and ballot measure cmtes ea
                               3B-1 form filed by Parties. 7 "Amount"
MI (same as 2010)   1                                Item 7 "Amount"
                               4B-1 form filed by Ballot Measure Cmtes. (PACs, candidates, and parties e

                               IEs are not reported     Refer to the row below for
                               on a single form.        specific instructions.
                               So there will you will   Candidates file a "Report of
                               have to gather           Receipts and Expenditures for
                               information from         Principal Campaign
                               multiple places.         Committee" report. If they
                               This row describes       make any IEs, it will be
                               how to find IEs          included in this report on the
                               made by                  same B3 schedules used by
MN                  2 Kevin    candidates.              other political entities.

                               This row is for the
                               form used by either
                               "Political
                               Committees and
                               Funds" and
                               "Political Party
                               Units." IEs will be
                               itemized on
                               schedule B3 of their
                               "Report of Receipts
                               and Expenditures
                               for Political
                               Committee or         Use the amount listed under
MN                  2 Kevin    Political Fund."     "Total"
MO                  3 Linda
                               email in to the state
NC                  2   Anne   to find out
NC                  2   Anne
NC                  2   Anne
OH                  2   Anne   same as 2010
OH                  2   Anne   same as 2010
                              Oklahoma hasn't
                              updated it's laws
                              since the CU
                              decision. All of this
                              following
                              instructions are for
                              pre-2009 data. New
                              laws are expected
                              to pass in the next
                              month, once the OK
                              legislature
                              convenes. All
                              information is
                              collected on the C-
                              5R form. Available
                              here:
                              http://www.ok.gov/o
                              ec/Campaign_Repo On C-5R, under the "Amount"
                              rting/Forms/State/in heading on the table below
OK                  2 Kevin   dex.html              line 3.

                              Oklahoma hasn't
                              updated it's laws
                              since the CU
                              decision. All of this
                              following
                              instructions are for
                              pre-2009 data. New
                              laws are expected
                              to pass in the next
                              month, once the OK
                              legislature
                              convenes. All
                              information is
                              collected on the C-
                              5R form. Available
                              here:
                              http://www.ok.gov/o     Form C-6R, under Section A,
                              ec/Campaign_Repo        heading "Amount Spent on
OK-Electioneering             rting/Forms/State/in    Each candidate(s)
Communications      2 Kevin   dex.html                or issue mentioned."
                              Instructions are for
                              the 2008 PC 10
                              form. If committee
                              filed a C-4 form, IEs
                              are reported in
OR                  1 Robin   schedule A.             "amount of expenditure"
              This line is for input
              from Tennessee
              report forms. (If we
              actually need to
              collect data from
              report forms in TN,
              let Pete know,
              because we'll need
              to figure out how to
              identify and handle
              adjustments. It
              looks like, though,
              we'll get all IEs
              electronically.) All
              info collected is on
              ITEMIZED
              STATEMENT OF
              INDEPENDENT
              EXPENDITURES -
              PAC. Line 5(b)
              provides a total of
              unitemized
              independent
              expenditures, and
              we need to collect
              this also, and we
              need to put
              UNITEMIZED
              EXPENDITURES in
              the payee and
              target names. The
              unitemized amount Found in column on right in
TN   1 Pete   is supposed to be      box "Amount of Expenditure."

              This is for
              Tennessee                There is a field in the
              electronic data.         downloaded data called "Adj"
              These are the            that indicates whether or not
              corresponding fields     the transaction is an
              for TN downloaded        adjustment. If this field has an
              data. The target         "N" in it, enter the figure in the
              office is not included   Amount field here. If the Adj
              in the downloaded        field has a "Y" in it, enter the
              data, so unless we       amount as a negative figure. It
              can get them to          is actually a negative
              include that             adjustment, but Tennessee
              information, we may      doesn't make the amount
TN   1 Pete   have to input IEs.       negative in their data.
              All same as 2010
              except Purpose is
TX   1 Anne   slightly different
               Note: While all IEs
               are supposed to be
               reported on the C-6
               form, IEs by Political
               Committees can
               also be reported on
               form C-4, schedule
               A. Be careful of
               dupes, or if a
               committee only
               reports on the C-4
               schedule A and not
               the C-6. IEs on the
               C-4 Schedule A will Form C-6, Line 2 (amount or
WA   1 Robin   be marked with an I. value)
               same as form used
               prior to 7/10 - see
WI   2 Anne    2010 grid
                                                   Expenditure Type
PaidDate                          ObligationDate   (IE or EC)          Payee




                                                   "Yes" will be marked
                                                   under Independent
"Expense Date"                    not collected    or Electioneering    "Payee"




                                                                       Section P "Name of
Section P "Date of Payment" field not collected    always IE           Payee" field




Schedule A "Date of Payment"                                           Schedule A "Name
field                             not collected    always IE           of Payee" field




Schedule A "Date of Expenditure"                                       Schedule A "Name
field                            not collected     always IE           of Payee" field
                                                                    Schedule C "Name
Schedule C "Date of Payment to                                      of Vendor Paid by
Vendor" field.                 not collected            always IE   Individual" field.




                                                                    Under the heading
Under "Date" heading.           leave blank             IE          "Expense paid to"




"Date of Expenditure" under
"Committee Benefiting from      not specified. Use "date
Expenditure."                   of expenditure."         IE         not collected.


                                                                    IE: "full name,
                                                                    mailing address,
                                                                    and zip code of
IE, "date"                      not collected           IE          recipient"
                                                                         Name & Address of
Date                                                         IE          Vendor




                                                                         On page 2 of 18A
                                                                         form, under the "To
                                                                         Whom Paid"
                                                                         heading.
                                                                         Electronically, click
Form doesn't specify between                                             on the amount of
obligation or paid date. Under                                           each IE, and the
"date" heading on page 2 of 18a                                          payee will be
form. Electronically, it is listed for                                   displayed in a new
each IE                                not specified.        IE          drop down menu.




                                                                         Schedule B-IE-2,
                                      Schedule B-IE-2, "Date             organization name
                                      of expenditure" column             in "Payee, address,
not collected                         on left                always IE   zip code" column
Found in Section 6 "Date"             not collected          always IE   Found in Section 5 "Full Name and Address of Pe
Item 6 "Date"                    not collected            always IE   Item 3 "Name and address of person or vendor to
Item 5 "Date"                    not collected            always IE   Item 3 "Name and address of person or vendor to
Item 6 "Date"                    not available            always IE   Item 3 "Name and address of person or vendor to
Item 6 "Date"                    not available            always IE   Item 3 "Name and address of person or vendor to




                                 If the amount under
                                 unpaid is greater than 0,
If the unpaid amount is 0, the   then the date is an                  Listed under the
date listed is a paid date.      obligation date.          IE         "Vendor" heading.
                                                       Under "name and
                                                       address of the entity
Under "date of purchase," the                          to which the
first lefthand column on the same                      expenditure was
table.                            not collected   IE   made"




                                                       Form C-6R, under
                                                       Section A, heading
Same form and section, under                           "Name of recipient
"Date of Purchase" heading        not collected   EC   of payment"




                                                       "name and address
"date"                            not collected   IE   of payee"
                                                              Found in name
                                                              fields in left column.
                                                              If the payee is an
                                                              individual, enter
                                                              LAST NAME,
                                                              FIRST NAME
                                                              MIDDLE NAME with
                                                              a comma after the
                                                              last name. The
                                                              payee usually will
                                                              be an organization,
                                                              though, and found in
                                                              the "Last
Found in column on right in box                               Name/Business
"Date of Expenditure"             not collected   always IE   Name" box.




Date                              not collected   always IE   Vendor Name
                                                        Listed at top of C-6    FORM C-6, LINE 2
                                                        form (will have         (Name and address
                               Form C-6, Line 2 (date   boxes checked off       of vendor or
Form C-6, Line 2 (date made)   presented)               to indicate the type)   recipient)
Payee Address
(City, State, Zip)   Subvendor       Purpose               PayeeComments          StateCode




                                                          not all of the fields
                                     "purpose", but may will be filled out all
"payee"              not collected   not always be listed the time                CO




Section P "Street
Address," "City,"
"State," and "Zip                    Section P "Purpose Input staff use as
Code" fields         not collected   of Expenditure" field necessary              CT


Schedule A "Street                   Schedule A
Address," "City,"                    "Purpose of
"State," and "Zip                    Expenditure (by       Input staff use as
Code fields          not collected   code)" field          necessary              CT




Schedule A "Street                   Schedule A
Address," "City,"                    "Purpose of
"State," and "Zip                    Expenditure (by       Input staff use as
Code fields          not collected   code)" field          necessary              CT
                                                               Please enter the
                                                               information in the
                                                               Schedule C
                                                               "Description" field
Schedule C "Street                        Schedule C           here. along with any
Address of Vendor," Schedule C "Name      "Purpose of          other comments
"City," "State," and of Individual        Expenditure (by      input staff may
"Zip Code" fields.   Reimbursed" field.   code)" field.        have.                CT




Under "Address"                           Under heading
and "City State ZIp" not collected        "Purpose"                                FL




                                          Under "Position of
not collected.       not collected.       Communication"                           IA


IE: "full name,                           IE: "purpose code"
mailing address,                          (codes are listed
and zip code of                           above itemized
recipient"           not collected        expenditures)                            ID
                                          In the section
                                          beginning with
                                          "EXPENDITURES
                                          TO INFLUENCE ..."
                                          column "Candidate
                                          or Committee
Name & Address of                         Supported or
Vendor                                    Opposed"




On page 2 of 18A                          On page 2 of 18A
form, under                               form, listed under
"Address" heading.                        "Purpose" heading.
Electronically, the                       Electronically, the
address is listed                         purpose is listed to
directly below the                        the right of the
payee in each                             payee in each
record's drop down                        record's drop down
menu.               not collected         menu.                                     MA




Schedule B-IE-2,
address in "Payee,                      Schedule B-IE-2,
address, zip code"                      "Expenditure type" Input staff use as
column               not collected      column               necessary             ME
                     not collected      Should be included inInput staff use as necessary
                                                              Section 8 "Purpose Funds"
                                                                                   MI
Found in Section 5 "Full Name and Address of Person or Business that Received the of the Independent Expenditure" if the report n
                   not collected        Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made"   MI
                   not collected        not to whom
Item 3 "Name and address of person or vendorcollected the expenditure was made"   MI
                   not available        Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made"   MI
                   not available        Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made"   MI




                                        Listed at the bottom
                                        of each itemized
Listed under the                        expenditure after
"Vendor" heading.   Not listed.         the prompt "For:"                         MN
Under "name and
address of the entity                 Under the table
to which the                          heading "items
expenditure was                       purchased and
made"                 not collected   description."        OK




                                      Form C-6R, Section
Form C-6R, under                      A, under "Purpose
Section A, heading                    of
"Name of recipient                    Communication(s)"
of payment"          not collected    headings.            OK

"name and address
of payee" note:
county is provided                    "purpose &
when the city is                      support/oppose
unknown            not collected      information"         OR
Found in the column                   Found in box
on the left below the                 "Purpose of          Input staff use as
payee name            not collected   Expenditure"         necessary            TN




Vendor Address       not collected    Purpose              Use as necessary     TN


                                      Schedule F, line 8
FORM C-6, LINE 2
(Name and address                 Form C-6, Line 2
of vendor or                      (Description of
recipient)        not collected   expenditure)       WA
YearCode            OriginalRecipient   StateID                Party           Office




                                        address is listed
                    "Non-registered     with "Non-registered
                    person who made     person who made
"date filed"        this expenditure"   this expenditure"




                                        Summary Page Line
                    Summary Page        3 "State" field (we'll
                    "Name of            use the state of the
               2010 Committee" field    treasurer)             not collected   not collected


Summary Page Line
5 "Period Covered."
Use the year        Summary Page Line
indicated here.     1 "Individual Name" not collected          not collected   not collected




Summary Page Line
17 "Period
Covered." Use the Summary Page Line Summary Page Line
year indicated here. 1 "Name of Entity" 3 "State" field not collected          not collected
Summary Page Line
17 "Period
Covered." Use the Summary Page Line Summary Page Line
year indicated here. 1 "Name of Entity" 3 "State" field not collected                not collected




                                          After searching for
                                          each committee,
                                          you will be directed
                                          to a page in the
                                          Committee Tracking
                                          System that lists the
                                          recipient's address.
                                          This information,
                                          however, is not
                   Listed at the top of   listed within the     not collected, unless not collected, unless
Under heading "Rpt page for each          itemized IE           noted in committees noted in committees
(Report) Year"     recipient.             database.             name.                 name.




                    Old form:             Use mailing address
                    "Organization or      under "Organization
Use "Date of        Individual Making     or Individual Making
Expenditure."       Expenditure."         Expenditure."        not collected         not collected



                                          IE: at top of form,
see date stamp on   IE: at top of form,   "mailing address
form                "full name"           and zip code"         not collected        not collected
                      In box at top left of
                      report




                                               On report 18A, use
                                               the state listed on
                                               line 2
                     On the 18A form, it       "Expenditure(s)
                     is listed under line 2,   made by." On the
                     "Expenditure(s)           electronic database,
                     made by." On the          use the address
                     electronic database,      listed underneath
                     group up on the "By       the recpient name--
                     filer" link, and each     note this is the
                     recipient is listed as    address each IE line
Use the date on      a hyper link in the       item, not on the
either the 18A form left hand corner of        drop down menus,
those listed on the the table, with all of     which are the
electronic database. their IE listed below.    payee's address.     not collected   not collected




The header at the
top of the form will
note the year. For
instance, if it says
"CAMPAIGN
FINANCE REPORT
OF 2006              Cover sheet "Name
INDEPENDENT          of
EXPENDITURES" Person/Committee
enter 2006 in this   Making
field.               Expenditure(s)"       not collected        not collected        not collected
                      date signed in Section 9 collected
                                           not                  not collected         the Independent Expenditure"
Use the year from theFound in Section 2 "Individual, Group, or Organization that madenot collected
                    Item 2 "Committee Item also on Cover Page, Item 2
                                                            n/a                 n/a
Year contained in Cover Page, Item 3 Name" 1 "Committee I.D. Number" also on Cover Page, Item 1
                                       Item also on Cover Page, Item 2
                                                            n/a                 not Page, Item this
Cover Page, Item 9c Item 2 "Committee Name" 1 "Committee I.D. Number" also on Covercollected on 1 form
                                       Item also on Cover Page, Item 2 also on Cover Committee
                                                            Should be           n/a
Cover Page, Item 9c Item 2 "Committee Name" 1 "Committee I.D. Number"indicated withinPage, Item 1Name - if not obvious, eg "X
                                       Item also on Cover Page, Item 2          n/a
Cover Page, Item 8c Item 2 "Committee Name" 1 "Committee I.D. Number" also on Cover Page, Item 1




                                                             not collected       not collected




                    Can be found on the
                    report's first page Use treasurer's
                    under "Committee address on first
Date year           Name."              page.                not collected       not collected
Use "date of      Line 1,
purchase" table   "Committee's or
heading           Person's Name"        Line 2, Address.      not collected        not collected




Use "date of      Form C-6R, Line 1,                          Not collected, might
purchase" under   "Committee or      Same form, Line 2,       be disclosed in Line
Section A.        Person's Name."    "Address."               1                    not collected



                  at top of form,
                  "name of individual   at top of form,
                  or organization"      "residence address"
Use the year noted
in the "FROM:" box
in the upper right   Found in Box 1
that shows the       "NAME OF
period the report    COMMITTEE" at
covers.              the top of the sheet. not collected   not collected   not collected




Use the year from    Candidate/PAC
the Date field       Name                 not collected    not collected   not collected
Top of C-6 form   Form C-6, Line 1   Form C-6, Line 1
                Target Fields

District        Position              TargetAmount            TargetFirstName        TargetLastName




                "Support or
                Oppose"               "Amount"                "Candidate Name"       "Candidate Name"

                                     Section P. If only
                                     one candidate is
                                     listed in the
                                     "Candidate(s)
                                     Name" box in
                                     Section P, then
                                     enter the figure in
                                     the "Amount" box. If
                Found in Section P more than one              Section P. Enter the   Section P. Enter the
                and indicated by the candidate is listed in   first name of the      last name of the
                checkboxes           the "Candidate(s)        candidate in the       candidate in the
                "Supported" or       Name" box, then          "Candidate(s)          "Candidate(s)
not collected   "Opposed"            enter a zero.            Name" box.             Name" box.

                Schedule A                                  Schedule A "Name Schedule A "Name
                contains                                    of Candidate" field. of Candidate" field.
                "Supported" and                             Enter the             Enter the
                "Opposed" boxes        Schedule A           candidate's first     candidate's last
not collected   that indicate position "Amount" field       name.                 name.
                                       If the expenditure
                                       targets only one
                                       candidate or one
                                       ballot measure,
                                       enter the figure in
                                       the Amount box on
                                       Schedule A. If the
                                       expenditure targets
                                       more than one        Enter the first name Enter the last name
                                       candidate or ballot from the "Candidate from the "Candidate
                                       measure, enter a     Name (if              Name (if
                                       zero as the target   applicable)" field in applicable)" field in
                                       amount. For          Schedule A, or the Schedule A, or the
                                       candidates listed on first name from the last name from the
                                       Schedule A           "Candidate or         "Candidate or
                                       Addendum, the        Committee Name" Committee Name"
                                       target amount is     field in Schedule A field in Schedule A
not collected                          always a zero.       Addendum.             Addendum.
                In Schedule A, find the box "Associated with Referendum?" If the Yes check box is marked, then go to the Sum
not collected        not collected         always a zero         not collected        not collected




not collected, unless
noted in committees
name.                 not collected        Under amount          not collected        not collected




                                           "Amount (fair         "Name of             "Name of
                                           market)" under        Committee" under     Committee" under
                     "Committee            "Committee            "Committee           "Committee
                     Benefiting from the   Benefiting from the   Benefiting from      Benefiting from
not collected        Expenditure."         Expenditure."         Expenditure."        Expenditure."

                                                                 IE:                  IE:
                                                                 "candidate/measure   "candidate/measure
                     IE:                                         supported/opposed"   supported/opposed"
                     "candidate/measure                          (may only provide    (may only provide
not collected        supported/opposed" IE: "Amount"             last name)           last name)
                In the section                             In the section              In the section
                beginning with                             beginning with              beginning with
                "EXPENDITURES                              "EXPENDITURES               "EXPENDITURES
                TO INFLUENCE ..."        In the section    TO INFLUENCE ..."           TO INFLUENCE ..."
                column "Candidate        beginning with    column "Candidate           column "Candidate
                or Committee             "EXPENDITURES or Committee                    or Committee
                Supported or             TO INFLUENCE ..." Supported or                Supported or
                Opposed"                 column Amount     Opposed"                    Opposed"



                Listed as either
                "supported" or
                "opposed" on the
                electronic database.
                On the 18A form,
                you may have to
                use some deductive
                inference. Line 3 is
                supposed to
                generate a support
                or opossed
                response, but
                looking some of the
                filed reports, they
                sometimes just put
                the name of the
                candidate without
                further specification.   Listed on page 2 of
                More often than not,     18a, under
                however, their is a      "Amount" heading.
                support or               Electronically, the   Line 3 on page 1 of     Line 3 on page 1 of
                opposition listed in     amount is listed on   18A form.               18A form.
                the payee section        the right hand side   Electronically, group   Electronically, group
not collected   on the second page.      of each record        up by candidate.        up by candidate.




                                                          Schedule B-IE-1      Schedule B-IE-1
                Schedule B-IE-1 in                        The name of the      The name of the
                the column "Indicate                      candidate is in the candidate is in the
                whether expenditure Schedule B-IE-1 in column "Candidate's column "Candidate's
                was made in          the column "Amount name." Enter what name." Enter what
                support of or in     expended this        appears to be the    appears to be the
                opposition to the    reporting period for candidate's first    candidate's last
not collected   candidate"           each candidate"      name if available.   name.
not collected                        Found of the Independent Expenditure" Found in candidate's first name here if the las
                                                          Found
                Found in Section 8 "Purposein Section 7 "Amount"in Section 1a. Enter the Section 1a. Enter the candidate's ind
n/a                                    check box for Support or Oppose. If multiple targets, see Information," amountInformat
                                                            Item targets, see or Ballot Proposal Type" Itemization Type" for th
                                                                                     Item 5 "Candidate or Ballot Proposal attributa
                Item 4 "Purpose" SeeItem 7 "Amount" If multiple5 "Candidate "Memo Itemization"Memo for the "Name of Candid
n/a                                   Item 6 "Amount"       Bottom of every expenditure "Statewide Proposal Name" one (Sup
                                                                                     n/a
                Bottom left of every expenditure has this text "If in support of or opposition to a ballot proposal checkor "Local
PP                                     check box for Support or Oppose. If multiple targets, see Information," amountInformat
                                                            Item targets, see or Ballot Proposal Type" Itemization Type" for th
                                                                                     Item 5 "Candidate or Ballot Proposal attributa
                Item 4 "Purpose" SeeItem 7 "Amount" If multiple5 "Candidate "Memo Itemization"Memo for the "Name of Candid
BALLOT                                Item 7 "Amount" Support or Oppose. If "Memo targets, see "Memo the amount attributa
                                                            Item targets, Proposal Information"
                                                                                     n/a
                Found under Item 5 see check box for If multiple5 "Ballot see multiple Itemization Type" forItemization Type" fo




not collected




                On the right hand
                column on each
                itemized IE--they                                                 May be listed under
                either a check a box Listed under total for Under Affected        "Affected
not collected   "For" or "against."  each expenditure.      committee             Committee"
                Under table heading                      Under table heading Under table heading
                "purpose [support or Under table heading "Beneficiary         "Beneficiary
not collected   opposition]          "Amount"            [candidate or issue] [candidate or issue]




                No dedicated place
                to disclose this
                information, might
                be listed in Section
                A, under the             Under section A,   Section A, under         Section A, under
                heading,                 Heading, "Amount   heading,                 heading,
                "Beneficiary (ies)       spent on each      "Beneficiary (ies)       "Beneficiary (ies)
                [name(s) of candi-       candidate(s) or    [name(s) of candi-       [name(s) of candi-
not collected   date(s) or issue(s)]."   issue mentioned"   date(s) or issue(s)]."   date(s) or issue(s)]."



                "purpose &                                  "purpose &               "purpose &
                support/oppose           "amount of         support/oppose           support/oppose
                information"             expenditure"       information"             information"
                                      If only one
                                      candidate is listed in
                                      the "Candidate           The name of the       The name of the
                                      Supported or             candidate is in the   candidate is in the
                                      Opposed" box, then       box called            box called
                Indicated using the   enter the figure in      "Candidate            "Candidate
                check boxes in the    the "Amount of           Supported or          Supported or
                larger box            Expenditure" box. If     Opposed & Office      Opposed & Office
                "Candidate            more than one            Sought. Enter what    Sought. Enter what
                Supported or          candidate is listed,     appears to be the     appears to be the
                Opposed & Office      Target Amount is         candidate's first     candidate's last
not collected   Sought"               zero.                    name here.            name here.




                S/O (S is for
                support, and O is for
not collected   oppose)               Amount                   Candidate For         Candidate For
                    Form C-6, Line 3
                    (Show portion of
                    current expense
Form C-6, Line 3    attributable to each Form C-6, Line 3     Form C-6, Line 3
(Check support or   candidate or         (Candidate/Propositi (Candidate/Propositi
oppose)             proposition)         on)                  on)
                                                               TargetBallotMeasur
TargetOffice          TargetDistrict         TargetParty       e                  TargetComment




"office"              "district"             "party"           n/a




                      If the district is
                      indicated in the
                      "Office Sought" box
                      in Section P, enter it
Section P. "Office    here. Otherwise                                              Input staff use as
Sought" box.          leave this empty.      not collected     not collected       necessary
                      If it is indicated in
                      Schedule A "Office
                      Sought," then                            Schedule A "Brief
                      include the district                     Summary of
Schedule A "Office    here. Districts may                      Referendum          Input staff use as
Sought"               not be indicated.      not collected     Question"           necessary




                      Enter the district if it
                      is provided in the
Schedule A "Office    Office Sought fields
Sought" field or      in Schedule A or
Schedule A            Schedule A                               Schedule A "Brief
Addendum "Office      Addendum. The                            Summary of
Sought (if            districts may not be                     Referendum          Input staff use as
applicable)" field.   listed.                  not collected   Question"           necessary
                                                                                                        Input staff use as
not collected             not collected             not collected             not collected             necessary




not collected             not collected             not collected             not collected             not collected




No dedicated place        No dedicated place        No dedicated place        No dedicated place
to disclose this but it   to disclose this but it   to disclose this but it   to disclose this but it
might be listed           might be listed           might be listed           might be listed
under "Name of            under "Name of            under "Name of            under "Name of             "Description of
Committee" under          Committee" under          Committee" under          Committee" under          Communication"
"Committee                "Committee                "Committee                "Committee                under "Committee
Benefiting from           Benefiting from           Benefiting from           Benefiting from           Benefiting from the
Expenditure."             Expenditure."             Expenditure."             Expenditure."             Expenditure."




not collected             not collected
                                                                   n/a




not collected         not collected         not collected          not collected




Schedule B-IE-1 in Schedule B-IE-1 in
the column "Office the column "Office
sought by candidate sought by candidate
(including district # (including district #
or county)." Enter      or county)." Enter
only the office in this only the district or
field, not the district county in this field,                                             Input staff use as
or county.              not the office.       not collected        not collected          necessary
                         the expenditure involves collected
                                              not a or Section the Found in Section 1b. Input staff Section 1a. If a ballot question is l
Found in Section 1. If Found in either Section 1a. candidate, 1b. candidate's office will be noted inuse as necessary
                     Item 5 "Candidate or Ballot Proposal Information,""Candidate or Ballot Proposal Information," "Ballot Proposal
                                           not collected          Item 5 "Office Jurisdiction" If multiple targets, see multiple targets
Item 5 "Candidate or Ballot Proposal Information," "Office Sought & District # orSought & District # or Jurisdiction" If"Memo Itemizat
n/a                  n/a                   n/a                                         There "Statewide for candidates to report IE
                                                                  Bottom of every expenditureis no meansProposal Name" or "Local
                     Item 5 "Candidate or Ballot Proposal Information,""Candidate or Ballot Proposal Jurisdiction" IfField to see if th
                                           not collected on this form 5 "Office Jurisdiction" If multiple Itemization "Memo Itemizat
                                                                  Item                 Check the # or Information," multiple targets
Item 5 "Candidate or Ballot Proposal Information," "Office Sought & District # orSought & District Memo targets, see"Ballot Proposal
n/a                  n/a                   n/a                                         There is no means for ballot measure cmtes t
                                                                  Item 5 "Ballot Proposal Information"




May be listed under May be listed under May be listed under
"Affected           "Affected           "Affected           Under "Affected
Committee"          Committee"          Committee"          Committee."
                                                                           Under table heading
                                                                           "Beneficiary
not collected            not collected            not collected            [candidate or issue]




Section A, under         Section A, under         Section A, under         Section A, under
heading,                 heading,                 heading,                 heading,
"Beneficiary (ies)       "Beneficiary (ies)       "Beneficiary (ies)       "Beneficiary (ies)
[name(s) of candi-       [name(s) of candi-       [name(s) of candi-       [name(s) of candi-
date(s) or issue(s)]."   date(s) or issue(s)]."   date(s) or issue(s)]."   date(s) or issue(s)]."




not collected            not collected
                      If the district is
                      included in the box
                      "Candidate
                      Supported or
Included in the box   Opposed & Office
called "Candidate     Sought" then enter it
Supported or          here. It may
Opposed & Office      frequently not be                                     Input staff use as
Sought"               included.             not collected   not collected   necessary




not included in       not included in
downloaded data       downloaded data      not collected    not collected   use as necessary
Form C-6, Line 3      Form C-6, Line 3                         Form C-6, Line 3
(Office/District/Prop (Office/District/Prop Form C-6, Line 3   (Candidate/Propositi
osition No.)          osition No.)          (Party)            on)
Contributions Info




Contributions data
not collected.




Contributions data
not collected.
Schedule D lists the
top contributors to
the recipient.
Amounts are not
provided, but collect
these contributors
and enter zeroes for
the amounts.




Not collected




Not collected.
If a contributor gave
250$ or more for an
EC, it will be listed
on the report under
section 4, Receipt
Information. In the
database, the
contributors will be
listed as such in the
drop down menu.




IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
Not collected




All contributions of
50 dollars or more
are disclosed in Part
B, Receipts from
Other Persons.
not collected




not collected
Donations of $250
or more to ECs are
reported on the
same C-6 form.
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs
IE grid                                                     Payee Fields

state     state priority researcher   Notes                 PayeeAmount
                                      2006 data already
AK                   1 Anne           collected
AZ                   1 Linda
                                      2006 data already
CA                   1 Linda          collected



                                      2006 data already
CO                   1 Robin          collected             "Amount"
                                      We will not be
                                      collecting data for
                                      the 2006 cycle in
                                      Connecticut. There
                                      is no database of
                                      IEs for this cycle,
                                      and all IEs were
                                      reported on the
                                      same form as all
                                      other transactions.
                                      Therefore, a
                                      recipient list cannot
CT                   1 Pete           be created.

FL                   1 Kevin          Same as 2008 grid.

IA                   2 Kevin          Same as 2008 grid.




ID                   3 Robin                                IE: "Amount of expenditure"
                                      The data we need
                                      will be on a report
                                      entitled RECEIPTS
                                      AND
                                      EXPENDITURES
                                      REPORT FOR A
                                      PERSON OTHER
                                      THAN A
                                      CANDIDATE,
                                      PARTY                 In the section beginning with
                                      COMMITTEE OR          "EXPENDITURES TO
                                      POLITICAL             INFLUENCE ..." column
KS                   3 Linda          COMMITTEE             Amount
                                Prior to January
                                2006, reports were
                                filed on paper. The
                                reports were
                                scanned into PDFs,
                                and are available on-
                                line at,
                                http://www.mass.go Under "Amount or Value"
MA                   2 Kevin    v/ocpf/ind_exp.htm heading.
MA- Electioneering              Not collected prior
Communication        2 Kevin    to 1/2010.
                                2006 data already
ME                   1 Pete     collected
MI (same as 2010)    1 Pete                           Found in Section 7. "Amount"
                                INDEPENDENT EXPENDITURE REPORT filed by Individuals, Groups and
MI (same as 2010)    1                                Item 7 "Amount"
                                2B-1 form filed by Independent or Political Committee (PACs)
MI (same as 2010)    1                                Item 6 "Amount"
                                1B-G form filed by Candidates making IEs that relate to GOTV only. Only e
MI (same as 2010)    1                                Item (PACs, candidates, and ballot measure cmtes ea
                                3B-1 form filed by Parties. 7 "Amount"
MI (same as 2010)    1                                Item 7 "Amount"
                                4B-1 form filed by Ballot Measure Cmtes. (PACs, candidates, and parties e

                                Same as 2008 grid,
                                except for paid and
MN                   2 Kevin    obligation date.
MO                   3 Linda
                                waiting to confirm all
NC                   2 Anne     is same
                                waiting to confirm all
NC                   2   Anne   is same
NC                   2   Anne
OH                   2   Anne   same as 2010
OH                   2   Anne   same as 2010

                                Oklahoma hasn't
                                updated it's laws
                                since the CU
                                decision. All of this
                                following
                                instructions are for
                                pre-2009 data. New
                                laws are expected
                                to pass in the next
                                month, once the OK
                                legislature
                                convenes. All
                                information is
                                collected on the C-
                                5R form. Available
                                here:
                                http://www.ok.gov/o
                                ec/Campaign_Repo On C-5R, under the "Amount"
                                rting/Forms/State/in heading on the table below
OK                   2 Kevin    dex.html              line 3.
                              Oklahoma hasn't
                              updated it's laws
                              since the CU
                              decision. All of this
                              following
                              instructions are for
                              pre-2009 data. New
                              laws are expected
                              to pass in the next
                              month, once the OK
                              legislature
                              convenes. All
                              information is
                              collected on the C-
                              5R form. Available
                              here:
                              http://www.ok.gov/o     Form C-6R, under Section A,
                              ec/Campaign_Repo        heading "Amount Spent on
OK-Electioneering             rting/Forms/State/in    Each candidate(s)
Communications      2 Kevin   dex.html                or issue mentioned."
                              Instructions are for
                              2006 PC 10 form. If
                              committee filed a C-
                              4 form, IEs are also
                              reported in schedule
OR                  1 Robin   A.                      "amount of expenditure"




                                                       Found in column on right in
TN                  1 Pete                             box "Amount of Expenditure."
                              This line is for input from Tennessee report forms. (If we actually need to co
               This is for
               Tennessee                There is a field in the
               electronic data.         downloaded data called "Adj"
               These are the            that indicates whether or not
               corresponding fields     the transaction is an
               for TN downloaded        adjustment. If this field has an
               data. The target         "N" in it, enter the figure in the
               office is not included   Amount field here. If the Adj
               in the downloaded        field has a "Y" in it, enter the
               data, so unless we       amount as a negative figure. It
               can get them to          is actually a negative
               include that             adjustment, but Tennessee
               information, we may      doesn't make the amount
TN   1 Pete    have to input IEs.       negative in their data.
               All same as 2010
               except Purpose is
TX   1 Anne    slightly different




               2006 data already Form C-6, Line 2 (amount or
WA   1 Robin   collected           value)
               same as form used
               prior to 7/10 - see
WI   2 Anne    2010 grid
                                  Expenditure Type
PaidDate         ObligationDate   (IE or EC)          Payee




                                  "Yes" will be marked
                                  under Independent
"Expense Date"   not collected    or Electioneering    "Payee"




                                                      IE: "full name,
                                                      mailing address,
                                                      and zip code of
IE: "date"       not collected    IE                  recipient"




                                                      Name & Address of
Date                              IE                  Vendor
                                                               Found under "To
Found under "Date paid"                                        Whom Paid"
heading.                          Not collected    IE          heading.




Found in Section 6 "Date"         not collected    always IE   Found in Section 5 "Full Name and Address of Pe
Item 6 "Date"                     not collected    always IE   Item 3 "Name and address of person or vendor to
Item 5 "Date"                     not collected    always IE   Item 3 "Name and address of person or vendor to
Item 6 "Date"                     not available    always IE   Item 3 "Name and address of person or vendor to
Item 6 "Date"                     not available    always IE   Item 3 "Name and address of person or vendor to


Found under date heading on
itemized expenditures             not specified.




                                                               Under "name and
                                                               address of the entity
Under "date of purchase," the                                  to which the
first lefthand column on the same                              expenditure was
table.                            not collected    IE          made"
                                                              Form C-6R, under
                                                              Section A, heading
Same form and section, under                                  "Name of recipient
"Date of Purchase" heading        not collected   EC          of payment"




                                                              "name and address
"date"                            not collected   IE          of payee"

                                                              Found in name
                                                              fields in left column.
                                                              If the payee is an
                                                              individual, enter
                                                              LAST NAME,
                                                              FIRST NAME
                                                              MIDDLE NAME with
                                                              a comma after the
                                                              last name. The
                                                              payee usually will
                                                              be an organization,
                                                              though, and found in
                                                              the "Last
Found in column on right in box                               Name/Business
"Date of Expenditure"             not collected   always IE   Name" box.
Date                           not collected            always IE               Vendor Name




                                                        Listed at top of C-6    FORM C-6, LINE 2
                                                        form (will have         (Name and address
                               Form C-6, Line 2 (date   boxes checked off       of vendor or
Form C-6, Line 2 (date made)   presented)               to indicate the type)   recipient)
Payee Address
(City, State, Zip)   Subvendor       Purpose               PayeeComments          StateCode




                                                          not all of the fields
                                     "purpose", but may will be filled out all
"payee"              not collected   not always be listed the time                CO




                                     IE: "purpose of
IE: "full name,                      above expenditure"
mailing address,                     is the last line in
and zip code of                      each expenditure
recipient"           not collected   box                                          ID




                                     In the section
                                     beginning with
                                     "EXPENDITURES
                                     TO INFLUENCE ..."
                                     column "Candidate
                                     or Committee
Name & Address of                    Supported or
Vendor                               Opposed"
Found under "Date                         Found under
Paid"                not collected        "Purpose" heading.                        MA




                     not collected      Should be included inInput staff use as necessary
                                                              Section 8 "Purpose Funds"
                                                                                   MI
Found in Section 5 "Full Name and Address of Person or Business that Received the of the Independent Expenditure" if the report n
                     not collected      Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made" MI
                     not collected      not to whom
Item 3 "Name and address of person or vendorcollected the expenditure was made" MI
                     not available      Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made" MI
                     not available      Item 4 whom the
Item 3 "Name and address of person or vendor to "Purpose" expenditure was made" MI




Under "name and
address of the entity                     Under the table
to which the                              heading "items
expenditure was                           purchased and
made"                 not collected       description."                             OK
                                      Form C-6R, Section
Form C-6R, under                      A, under "Purpose
Section A, heading                    of
"Name of recipient                    Communication(s)"
of payment"          not collected    headings.                                 OK



                                      "purpose &
"name and address                     support/oppose
of payee"         not collected       information"                              OR




Found in the column                   Found in box
on the left below the                 "Purpose of          Input staff use as
payee name            not collected   Expenditure"         necessary            TN
Vendor Address     not collected   Purpose              Use as necessary   TN


                                   Schedule F, line 8


FORM C-6, LINE 2
(Name and address                  Form C-6, Line 2
of vendor or                       (Description of
recipient)        not collected    expenditure)                            WA
YearCode            OriginalRecipient       StateID                Party           Office




                                            address is listed
                    "Non-registered         with "Non-registered
                    person who made         person who made
"date filed"        this expenditure"       this expenditure"




                                            IE: at top of form,
                    IE: at top of form,     "mailing address
               2006 "full name"             and zip code"          not collected   not collected




                    In box at top left of
                    report
                                                            Might be listed
                                                            under "Expenditures
                      Use information    Use information    made by," but no
Use year listed at    listed on Line 2,  listed on Line 2,  dedicated place to No dedicated place
the top of the form   "Expenditures made "Expenditures made disclose the        to disclose
"Date of Report"      by."               by."               infromation.        information.




                      date signed in Section 9 collected
                                           not                  not collected         the Independent Expenditure"
Use the year from theFound in Section 2 "Individual, Group, or Organization that madenot collected
                     Item 2 "Committee Item also on Cover Page, Item 2
                                                                n/a                  n/a
Year contained in Cover Page, Item 3 Name" 1 "Committee I.D. Number" also on Cover Page, Item 1
                                           Item also on Cover Page, Item 2
                                                                n/a                  not Page, Item this
Cover Page, Item 9c Item 2 "Committee Name" 1 "Committee I.D. Number" also on Covercollected on 1 form
                                           Item also on Cover Page, Item 2 also on Cover Committee
                                                                Should be            n/a
Cover Page, Item 9c Item 2 "Committee Name" 1 "Committee I.D. Number"indicated withinPage, Item 1Name - if not obvious, eg "X
                                           Item also on Cover Page, Item 2           n/a
Cover Page, Item 8c Item 2 "Committee Name" 1 "Committee I.D. Number" also on Cover Page, Item 1




Use "date of          Line 1,
purchase" table       "Committee's or
heading               Person's Name"     Line 2, Address.    not collected       not collected
Use "date of         Form C-6R, Line 1,                           Not collected, might
purchase" under      "Committee or      Same form, Line 2,        be disclosed in Line
Section A.           Person's Name."    "Address."                1                    not collected

top of form,
whatever date is
filled in for primary, "name of individual,
general, or other for organization, or
the report             committee"           "residence address"




Use the year noted
in the "FROM:" box
in the upper right   Found in Box 1
that shows the       "NAME OF
period the report    COMMITTEE" at
covers.              the top of the sheet. not collected          not collected        not collected
Use the year from   Candidate/PAC
the Date field      Name               not collected      not collected   not collected




Top of C-6 form     Form C-6, Line 1   Form C-6, Line 1
                Target Fields

District        Position            TargetAmount      TargetFirstName     TargetLastName




                "Support or
                Oppose"             "Amount"          "Candidate Name"    "Candidate Name"




                                                      IE: "candidate or   IE: "candidate or
                                                      measure supported   measure supported
                IE: "candidate or                     or opposed" (may    or opposed" (may
                measure supported IE: "Amount of      only provide last   only provide last
not collected   or opposed"       expenditure"        name)               name)




                In the section                        In the section      In the section
                beginning with                        beginning with      beginning with
                "EXPENDITURES                         "EXPENDITURES       "EXPENDITURES
                TO INFLUENCE ..."   In the section    TO INFLUENCE ..."   TO INFLUENCE ..."
                column "Candidate   beginning with    column "Candidate   column "Candidate
                or Committee        "EXPENDITURES or Committee            or Committee
                Supported or        TO INFLUENCE ..." Supported or        Supported or
                Opposed"            column Amount     Opposed"            Opposed"
                                                               Name of               Name of
                                                               Candidate(s) For      Candidate(s) For
                                                               Whom the Above        Whom the Above
No dedicated place Not collected. Might                        Expenditure(s)        Expenditure(s)
to disclose        be disclosed under                          Election or Defeat    Election or Defeat
information.       purpose.             Under amount.          Promoted"             Promoted"




not collected                            Found of the Independent Expenditure" Found in candidate's first name here if the las
                                                               Found
                   Found in Section 8 "Purposein Section 7 "Amount"in Section 1a. Enter the Section 1a. Enter the candidate's ind
n/a                                       check box for Support or Oppose. If multiple targets, see Information," amountInformat
                                                               Item targets, see or Ballot Proposal Type" Itemization Type" for th
                                                                                        Item 5 "Candidate or Ballot Proposal attributa
                   Item 4 "Purpose" SeeItem 7 "Amount" If multiple5 "Candidate "Memo Itemization"Memo for the "Name of Candid
n/a                                      Item 6 "Amount"       Bottom of every expenditure "Statewide Proposal Name" one (Sup
                                                                                        n/a
                   Bottom left of every expenditure has this text "If in support of or opposition to a ballot proposal checkor "Local
PP                                        check box for Support or Oppose. If multiple targets, see Information," amountInformat
                                                               Item targets, see or Ballot Proposal Type" Itemization Type" for th
                                                                                        Item 5 "Candidate or Ballot Proposal attributa
                   Item 4 "Purpose" SeeItem 7 "Amount" If multiple5 "Candidate "Memo Itemization"Memo for the "Name of Candid
BALLOT                                   Item 7 "Amount" Support or Oppose. If "Memo targets, see "Memo the amount attributa
                                                               Item targets, Proposal Information"
                                                                                        n/a
                   Found under Item 5 see check box for If multiple5 "Ballot see multiple Itemization Type" forItemization Type" fo




                   Under table heading                      Under table heading Under table heading
                   "purpose [support or Under table heading "Beneficiary         "Beneficiary
not collected      opposition]          "Amount"            [candidate or issue] [candidate or issue]
                No dedicated place
                to disclose this
                information, might
                be listed in Section
                A, under the             Under section A,         Section A, under         Section A, under
                heading,                 Heading, "Amount         heading,                 heading,
                "Beneficiary (ies)       spent on each            "Beneficiary (ies)       "Beneficiary (ies)
                [name(s) of candi-       candidate(s) or          [name(s) of candi-       [name(s) of candi-
not collected   date(s) or issue(s)]."   issue mentioned"         date(s) or issue(s)]."   date(s) or issue(s)]."



                "purpose &                                        "purpose &               "purpose &
                support/oppose           "amount of               support/oppose           support/oppose
                information"             expenditure"             information"             information"




                                         If only one
                                         candidate is listed in
                                         the "Candidate           The name of the          The name of the
                                         Supported or             candidate is in the      candidate is in the
                                         Opposed" box, then       box called               box called
                Indicated using the      enter the figure in      "Candidate               "Candidate
                check boxes in the       the "Amount of           Supported or             Supported or
                larger box               Expenditure" box. If     Opposed & Office         Opposed & Office
                "Candidate               more than one            Sought. Enter what       Sought. Enter what
                Supported or             candidate is listed,     appears to be the        appears to be the
                Opposed & Office         Target Amount is         candidate's first        candidate's last
not collected   Sought"                  zero.                    name here.               name here.
                S/O (S is for
                support, and O is for
not collected   oppose)               Amount            Candidate For        Candidate For



                                    Form C-6, Line 3
                                    (Show portion of
                                    current expense
                Form C-6, Line 3    attributable to each Form C-6, Line 3     Form C-6, Line 3
                (Check support or   candidate or         (Candidate/Propositi (Candidate/Propositi
                oppose)             proposition)         on)                  on)
                                                TargetBallotMeasur
TargetOffice    TargetDistrict   TargetParty    e                  TargetComment




"office"        "district"       "party"        n/a




                                                IE: "candidate or
                                                measure supported
                                                or opposed" (may
                                                only provide last
not collected   not collected    not colleted   name)




                                                n/a
Not collected, will     Not collected, will     Not collected, will
have to be inferred     have to be inferred     have to be inferred
by either DA staff or   by either DA staff or   by either DA staff or
researchers             researchers             researchers           N/A




                        the expenditure involves collected
                                             not a or Section the Found in Section 1b. Input staff Section 1a. If a ballot question is l
Found in Section 1. If Found in either Section 1a. candidate, 1b. candidate's office will be noted inuse as necessary
                       Item 5 "Candidate or Ballot Proposal Information,""Candidate or Ballot Proposal Information," "Ballot Proposal
                                             not collected          Item 5 "Office Jurisdiction" If multiple targets, see multiple targets
Item 5 "Candidate or Ballot Proposal Information," "Office Sought & District # orSought & District # or Jurisdiction" If"Memo Itemizat
n/a                    n/a                   n/a                                          There "Statewide for candidates to report IE
                                                                    Bottom of every expenditureis no meansProposal Name" or "Local
                       Item 5 "Candidate or Ballot Proposal Information,""Candidate or Ballot Proposal Jurisdiction" IfField to see if th
                                             not collected on this form 5 "Office Jurisdiction" If multiple Itemization "Memo Itemizat
                                                                    Item                  Check the # or Information," multiple targets
Item 5 "Candidate or Ballot Proposal Information," "Office Sought & District # orSought & District Memo targets, see"Ballot Proposal
n/a                    n/a                   n/a                                          There is no means for ballot measure cmtes t
                                                                    Item 5 "Ballot Proposal Information"




                                                                     Under table heading
                                                                     "Beneficiary
not collected           not collected           not collected        [candidate or issue]
Section A, under         Section A, under         Section A, under         Section A, under
heading,                 heading,                 heading,                 heading,
"Beneficiary (ies)       "Beneficiary (ies)       "Beneficiary (ies)       "Beneficiary (ies)
[name(s) of candi-       [name(s) of candi-       [name(s) of candi-       [name(s) of candi-
date(s) or issue(s)]."   date(s) or issue(s)]."   date(s) or issue(s)]."   date(s) or issue(s)]."



                                                                           "purpose &
                                                                           support/oppose
not collected            not collected            not colleted             information"




                         If the district is
                         included in the box
                         "Candidate
                         Supported or
Included in the box      Opposed & Office
called "Candidate        Sought" then enter it
Supported or             here. It may
Opposed & Office         frequently not be                                                          Input staff use as
Sought"                  included.             not collected               not collected            necessary
not included in      not included in
downloaded data      downloaded data       not collected       not collected          use as necessary




Form C-6, Line 3      Form C-6, Line 3                         Form C-6, Line 3
(Office/District/Prop (Office/District/Prop Form C-6, Line 3   (Candidate/Propositi
osition No.)          osition No.)          (Party)            on)
Contributions Info
Not collected




IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs
IEs are filed on the same report as contributions, so there is no way to determine which of those contributions went to IEs




Not collected
All contributions of
50 dollars or more
are disclosed in Part
B, Receipts from
Other Persons.




not collected
not collected




Donations of $250
or more to ECs are
reported on the
same C-6 form.
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs
h of those contributions went to IEs

				
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