HomeMy WebLinkAboutFREEMAN SEMIANN18(1)Recipient Committee
Campaign Statement
Cover Page
from
SEE INSTRUCTIONS ON REVERSE
Statement eo nsm period
C11 Y OF BAKERSFIELD
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Oaleof n If applicable:
(
(Month.onth, 2018 Day, Year) JUL 26 Fw Olfidal use Only
cr Y CLERK'S OFFICE
1. Type of Recipient Committee: All CammlLtse.- eemPlele Pan 1, 2,3, and a.
Do.
2. Type of Statement:
5LOgiesheld,, Candidate Controlled Committee
❑ Primarily Formed Ballot Measure
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❑ Preelection Statement ❑ Quarterly Statement
O State Candidate Eledion Committee
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Semi-annual Statement ❑ Special Odd -Year Report
O Recall
O Cmd olled
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CITV STATE ZIP CODE AREACODEAPHONE
OPTIONAL. FAXIE-MAEADORESS
I have used all reasonable diligence in preparing and reviewing this statement and to the Crest of my Wmwledge the Bloodshed remind herein and in the attached
certify under penalty of perjury under the laws of the State of California that the foregoing is true antl Dorrell.
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FPPC Form 460 (Jan/2026)
FPPC Advice: advire@fPpc.m.6ov (866/275-3772)
wnw.fppc.a.eov
Instructions for
Recipient Committee
Campaign Statement — Cover Page
Period Covered by a Statement:
The "period covered" by a campaign statement
begins the day after the closing date of the last
campaign statement filed. For example, if the
closing date of the last statement was September
30, the beginning date of the next statement will be
October 1.
If this is the committee's first campaign statement,
begin with January 1 of the current calendar year.
The closing date of the statement depends on the
type of statement you are fling.
Date of Election:
If you are filing this statement as a preelection
statement in connection with an election, enter the
dale of the election.
Type of Recipient Committee:
Check one box to indicate the type of committee
filing the statement. General descriptions are
provided on the cover sheet to this form, or contact
your filing officer or the FPPC for assistance.
Following are some additional guidelines:
Controlled Committee
• A controlled committee is one that is controlled
by a candidate, officeholder or, in the case
of a state ballot measure committee, by the
proponent of the measure. A committee is
"controlled" if the candidate, officeholder,
or proponent, his or her agent, or any other
committee he or she controls, has a significant
influence on the actions or decisions of the
committee.
Sponsored Committees
• A sponsored committee is one that has a
sponsor—a business entity, organization,
union, or other entity—that meets certain
criteria. Sponsored ballot measure committees
and general purpose committees must include
the name of the sponsor in the name of the
committee.
Small Contributor Committees
• This term is significant only if the committee
makes contributions to candidates running for
elective state office.
Type of Statement:
Check the appropriate box(es) to indicate the type
of statement you are filing (or amending).
Amendments: If you are filing an amendment to a
previously filed statement, give a brief explanation
of the amendment and list the schedules being
amended. Include an amended summary page, if
applicable. Be sure to enter the period covered of
the statement you are amending.
Termination: A committee must continue filing
campaign statements each year until it is eligible to
terminate and files a Form 410 Termination.
Most officeholders must continue filing campaign
statements until they have terminated all controlled
committees and have left office.
Committee I.D. Number:
If the committee has not yet received an
identification number from the Secretary of State,
enter "Not Yet Received." File Form 410 to obtain
an I.D. Number.
Verification:
The statement must be signed by the committee
treasurer or the assistant treasurer named on the
committee's Statement of Organization (Form
410). An officeholder, candidate, or state measure
proponent who controls the committee must also
sign the statement. If two or three officeholders,
candidates, or proponents control the committee,
each must sign the statement. If more than three
control the committee, one may sign on behalf of
the others.
Under certain circumstances, the responsible
officer of a sponsoring organization must sign the
statement.
Additional Important Information:
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for information about:
• When, where, and what type of statements the
committee is required to file.
• Closing date of campaign statements.
• Sponsored committee criteria.
• Termination criteria.
• Recordkeeping requirements and prohibitions.
FPPC Form 660 0a02016f
FPPC Advice: adviceiafppcca.Va (866/275d222f
www.fppc.m.Hov
Recipient Committee
Campaign Statement
Cover Page — Part 2
5. Officeholder or Candidate Controlled Committee
6. Primarily Formed Ballot Measure Committee
NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE
Rve I.A. C.G V4GL Vvt O.Y\
OFFICE SOUGHT OR HELD (INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE)
gG �Go u Ylci t M� +ti. 10 GMw4tev6S:eta)
;U' T � USINESSAODRESS ItU. NDSTREET) CITY
Related Committees Not Included in this Statement: Listanycommilfees
not Included in this 5MM1ment that are ronboged by you or an primarily formed to III
confnbufions or make eapendifuras on ba tatl of your cantlidacy.
COMMITTEE NAME I . NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEE ADDRESS STREET ADDRESS (NO PO. BOX)
CITY STATE DECODE AREACODE1PHONE
COMMITTEE NAME LO. NUMBER
NAME OF TREASURER CONTROLLED COMMITTEE?
❑ YES ❑ NO
COMMITTEEADDRESS STREETADDRESS (NO PO. BOX)
CITY STATE ZIP CODE AREA CODEIPHONE
Page of
BALLOT NO. OR LETTER JURISDICTION
❑ SUPPORT
❑ OPPOSE
Identify Me controlling ofaceholder, candidate, or state measure Proponent, R any.
NAME OF OFFICEHOLDER. CANDIDATE, OR PROPONENT
OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY
7. Primarily Formed Candidalsofficeholder Committee Listnames of
oelcaholderfu or candOM la(l for nhich MIS comm/New is mimadly Formed.
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
Lj SUPPORT
OPPOSE
NAME OF OFFICEHOLDER OR CANDIDATE
OFFICE SOUGHT OR HELD
❑ SUPPORT
❑ OPPOSE
AMeeh con0nuatlon sheets Hnaceasary
FPPC Form 960 Uan/2016)
FPPC AdI adei @fppc.w.gw 1866/275-3772)
e rove-fppc.ca.gey
Instructions for
Recipient Committee
Campaign Statement — Cover Page
Officeholder or Candidate Controlled
Committee:
Candidates must have a separate bank account
and committee to run for different elective offices.
A candidate who is required to file campaign
statements in connection with more than one
elective office but is only receiving contributions
and making expenditures for one of the offices,
may include both offices on one Form 460. In Part
5 of the cover page, enter the candidate's name
and under "Office Sought or Held," identify each
office, and stale whether the candidate is seeking
or holding the office. The Form 460 must be filed
with the appropriate filing officer(s) for each office.
For example, a city councilmember is raising funds
to run for the county board of supervisors. She
has no committee and is not raising or spending
funds in connection with the city office, and has
formed a controlled committee for the county office.
To comply with the requirements to file campaign
statements for both her city office and her county
candidacy, she may complete one Form 460 each
campaign reporting period, which she will file with
the city clerk and the county elections department.
In Part 5 of the Form 460 Cover Page, under
"Office Sought or Held," she will state that she is
holding the office of city councilmember (including
the name of the city) and that she is seeking a seat
on the board of supervisors (including the name of
the county).
Ballot Measure Committee:
Part 6 of the Form 460 Cover Page must be
completed by committees that are primarily
formed to support or oppose the qualification or
passage of a single ballot measure or two or more
measures being voted on in the same city, county,
multicounty, or state election. A"general purpose"
ballot measure committee (one that supports
or opposes a variety of state and/or local ballot
measures) is not required to complete Part 6.
FPPC Form 460 pan/2016)
FPPC Advice: advice@EfPPc.ca.gov [666/2253]]2)
www.fppc.ca.gov
Amounts may be Founded SUMMARY PAGE
Campaign Disclosure Statement tonrtoledollars. Statement covers period e
Summary Page ,m.m e e �
through
NPME OF FILER
Contributions Received
1. Monetary Contributions._....__....._.___._..__..........__.
senedvre A.Urf.3 $ —.400.00 $ BOO, Of7
2. Loans Received.... --- ... ._ ............. Sweeele e, Lim,3
3, SUBTOTAL CASH CONTRIBUTIONS _..- Ada Lina..I .2 $ 510 Cd
4. Nonmonetary Contributions... ___.. Scheoule C. Linea
5 TOTAL CONTRIBUTIONS RECEIVED ..... __.... Add Lees3.4 $ SOO.Oa $ Jr�'b.OIJ
Expenditures Made
Hio,.D
8 t�t56.OI%
6. Payments Made....
....__...... smeevmE,ue.e
$
7. Loans Made.........
_...... serene. R, Lm. a
$ : yiG .Ob
N SGeaad
8. SUBTOTAL CASH PAYMENTS—
__...___.. And Unes6.7
$
9. Accrued Expenses (Unpaid Bills).....___......
10. Nonmonetary Adjustment _..
__ . semaule C. Line 3
ew
$ ' y SP,
TOTAL EXPENDITURES MADE...
__Add Lnesa♦9.10
$
Current Cash Statement 2—
12. Beginning Cash Balance ....... . ReNov. summery Peg., cn. 16 $ t
13. Cash Receipts..... caves A.Lm.3ahove Soo
.._..see �J r
14. Miscellaneous Increases to Cash _. _......_..........._...... seraaum LLme4
15. Cash Payments__............._. ...... _...... ..... ...... . cevm A. erre a above
16. ENDING CASH BALANCE _........_...Add ones 12. 13. 14, men vinict Floe 15 $
JL t 0
it this is a termination statement, Line 16 must be zero.
17. LOAN GUARANTEES RECEIVED .__......... ................ Scnaduha,Part2 $
Cash Equivalents and Outstanding Debts
18. Cash Equivalents._seem. evom 'voo sa $
_....._._.......
19. Outstanding Debts.... _._.____...__._.. Add Line 2+boo 9m C.lumn 6 above $
To calculate Column B,
add amounts in Column
Am the correspore ing
amounts from Column B
of your last report. Some
amounts in ColumnAmay
be rregad figures that
should be So"Reated from
previous period amounts. If
this is the fest repel being
Retl for this calendar year,
only tarn over the amounts
from Lines 2, 7, and 9 (if
any).
Page of
Calendar Year Summary for Candidates
Running in Both the State Primary and
General Elections
lit mrvugn F U 711 10 Date
20. ConVibutions
Received $ So -0 $
21. itures
Made 41 50 $
Mede E
Expenditure Limit Summary for State
Candidates
U. Cumulative Expenditures Made-
Ia suq.el . vuluman E.p.neaur. limp
Data of Election Total to Date
(mmlddlyy)
—�_ $
'Amounts in Mie section may be different from amounts
reported in Column B.
FPPC Form 466 (Jan/2016)
FPPC Advice: advice*fppcu:a.gov (866/275-3772)
en vr.fPPc-ce sue
Instructions for
Summary Page
Campaign Disclosure Statement
The Summary Page provides an overview of the
committee's financial activities and is completed for
each fling.
Column A reflects activities during the current
reporting period as reported on Schedules A
through H. It is not necessary to attach a blank
schedule if there has been no reportable activity
during the period, but it is necessary to enter a
zero or the word "none' on the appropriate line in
Column A of the Summary Page.
Column B figures should reflect the cumulative
total since January 1 of the current calendar
year.' Add the totals from Column B of the
committee's last campaign statement (if any) to the
corresponding amounts in Column A. If this is the
first report being filed for a calendar year, only carry
forward the amounts reported on Lines 2, 7, and
9 of Column B (if any) from the committee's last
statement. (Note: The amounts reported on Lines
2, 7, and 9 of Column B should be the same as
the total outstanding amounts disclosed in column
(d) of Schedules B, F, and H, respectively, of the
current report.)
When loans (Schedules 8 and H) and accrued
expenses (Schedule F) are paid, the figures to
be carried from the schedules to Lines 2, 7, and
9 of Column A may be negative numbers. In this
case, be sure to show them as negative figures on
the Summary Page (e.g.. with a minus sign (-) or
in parentheses), and subtract them when totaling
Columns A and B.
'There are exceptions to the calendar year
"cumulation period" for candidate elections and
ballot measure elections held in January and early
February; and for ballot measure qualification
activities. Consult the FPPC Campaign Disclosure
Manual for your type of committee for additional
information.
Current Cash Statement:
Lines 12-16 of the Summary Page should
accurately reflect your current cash position.
Beginning and ending cash balances should
include the total amount of funds in your campaign
checking and savings accounts, plus any
investments that can be readily converted to cash,
such as cerfificates of deposit, money market
accounts, stocks and bonds, etc. (Officeholders
and candidates are subject to bank account
restrictions, and all committees should read the
FPPC Campaign Disclosure Manual regarding
appropriate uses of campaign funds.)
Line 12 (Beginning Cash Balance) must be the
same as the ending cash balance reported on Line
16 of your previous statement's Summary Page. If
this is your first campaign statement, enter zero on
Line 12.
Line 16 (Ending Cash Balance) is the total of Lines
12, 13, and 14, minus Line 15.
If you are filing a termination statement, Line 16
must be zero.
Cash Equivalents
"Cash equivalents" include investments that cannot
be readily converted to cash, as well as the balance
due on all outstanding loans the committee has
made to others (from Line 7 of Column B of the
Summary Page). Investments that can be readily
converted to cash, such as cedlficates of deposit or
money market funds, should be included in the cash
on hand figures on Lines 12 and 16 of the Summary
Page.
Summary for Primary and General
Elections (Lines 20 and 21):
This section is only for committees that are:
Controlled by a candidate who is being voted on
in both the state primary and general elections
(does not apply to controlled ballot measure
committees); or
Primarily formed to support or oppose
candidates being voted on in both the state
primary and general elections.
Complete this summary on the preelection and
semi-annual statements for the general election,
covering periods during the last six months of the
year (July 1 — December 31).
Expenditure Ceiling Summary for State
Candidates (Line 22):
Candidates for elective state office who have
accepted the voluntary expenditure ceiling for a
particular election must disclose the total amount of
expenditures made through the end of the reporting
period that are subject to the expenditure ceiling
for the election. Report the date of the election
and total amount expended for that election.
Report totals for the primary and general elections
separately. This information is no longer required if
the expenditure ceiling has been lifted. (See FPPC
Campaign Disclosure Manual 1.)
FPPC Farm 460 pan/20361
FPPC Advim: adAce@fppcca.gov(866/275-3)72)
www.fppc.w.gov
Schedule A
Monetary Contributions Received
Amounts may be rounded SCHEDULE A
to whole dollars. Statement rovera period
Irom
through
Page of
SEE INSTRUCTIONS ON REVERSE
IU. NUMBER
NAME OF FILER
FULL NAME, STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
IF AN INDIVIDUAL. ENTER
OCCUPATION AND EMPLOYER
AMOUNT
RECEIVEDTHIS
CUMULATIVE TO DATE
CALENDAR YEAR
PER ELECTION
TO DATE
DATE
pr[ommmse. nlso emEn ro. m -1 o
CODE •
IT self-EMRmE¢ErcreF nueE
PERIOD
(JAN .1 -DEC. 31)
IIF REQUIRED)
RECEIVED
Oceusls..)
..6�
st�'h7G
P iYf vSwbls ryfVffbve S�«,
ElCOM
Va.fnv,,,i AAVf
�ffe
rT+�
St"211c:l.0101
S6N +rn <C!
pOTH
7
/'aliea
rY
❑SCC
❑ IND
❑ COM
❑ OTH
E3 PTY
❑ SGC
I] IND
❑ COM
❑ OTH
❑ PTV
❑ SGC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
I] PTV
❑ act;
SUBTOTAL$
'Contributor Codes
Schedule A Summary IND -Individual
1. Amount received this period - itemized monetary contributions.aJ COM -Recipient Committee
(Include all Schedule A subtotals.).........................................................................................................$ _--s-00 (other than PTV or SCC)
OTH - Other (e.g.. business entity)
2. Amount received this period - unitemized monetary contributions of less than $100 ...........................$ PTY - Political Party
SCC- Small Contributor Committee
3. Total monetary contributions received this period. Sw FCO
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Line 1.) ...................... TOTAL $ FPPC Form 960 than/2016)
FPPC Advice: advice@fppc.o.gov(856/215-3772)
www.fPPc.w.gov,
Instructions for
Schedule A
Monetary Contributions Received
Report monetary contributions (except loans)
received during the reporting period on Schedule A
Also report on Schedule A if a contributor forgives
a loan for your committee or a third party pays a
loan for your committee. Loans received during
the period are reported on Schedule B. Certain
transfers between a state candidate's controlled
committees are also disclosed on Schedule A.
(See FPPC Campaign Disclosure Manual 1.)
If a total of $100 or more is received from a single
contributor during a calendar year, report the
name, street address, city, state and zip code of
the contributor, the amount contributed this period,
and the cumulative amount received from the
contributor since January 1 of the current calendar
year.' Include monetary and nonmonetary
contributions and loans when reporting the
cumulative amount.
Contributions totaling less than $100 received from
a single contributor during a calendar year are
reported as a lump sum on Line 2 of the Schedule
A Summary.
`There are exceptions to the calendar year
"cumulation period" for candidate elections and
ballot measure elections held in January and early
February, and for ballot measure qualification
activities. (See the FPPC Campaign Disclosure
Manuals for candidates and ballot measure
committees.)
Date Received:
A monetary contribution has been received when
the candidate or committee, or an agent of the
candidate or committee, receives or obtains control
of the check or other negotiable instrument. There
are special rules for reporting the date contributions
are received by a committee that collects
contributions through employee payroll deductions
or membership dues and contributions received
electronically (e.g., credit card, text).
Contributor Codes:
For each itemized contributor, check the applicable
contributor code:
IND — contributions from any individual's personal
funds.
COM — contributions from other committees that
receive contributions. These committees will have
an identification number assigned by the Secretary
of State. Examples: political action committees,
other candidates' committees. (State committees
should use PTY or SCC when appropriate.)
OTH — business entities and other contributors.
PTV — contributions from political parties (including
state and county central committees).
SCC — contributions from small contributor
committees (applicable only to state candidates and
committees).
Contributions from Individuals
When itemizing a contribution from an individual,
also disclose the contributor's occupation and the
name of his or her employer. If the contributor
is self-employed, provide the name of his or her
business. If the contributor is not employed, enter
,.none."
It is not necessary to enter occupation and
employer information for other types of contributors
(such as business entities).
Missing Contributor Information: Acontribution
of $100 or more must be returned to the contributor
within 60 days if the recipient does not obtain the
contributor's address, occupation and employer.
Contributions from Committees
When itemizing a contribution from another
recipient committee, disclose the identification
number assigned to that committee by the
Secretary of State in addition to its name and
address. If no ID number has been assigned,
provide the name and address of that committee's
treasurer.
Intermediaries:
If you receive a contribution through an
intermediary (i.e., you have received a contribution
check from a person other than the true source of
the funds), disclose all of the required information
for both the intermediary and the actual contributor.
Per Election to Date:
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the
calendar year cumulative amount. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1.)
Additional Important Information
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about aggregating monetary and nonmonetary
contributions, recordkeeping, prohibitions on cash
contributions, returning contributions, and more.
FPPC Form 060 (Jan/2036)
FPPC Advice: advice@fppc.w.gov)866/275-3772)
www.fpPc.ca.gov
Schedule A (Continuation Sheet) Ame•Rb in" 6. reMRa.d SCHEDULE (CONT.)
Monetary Contributions Received to whole dollen. 8,ament covers period
5
Irom
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (a.g., business entity)
PTY - Political Pally
SOC - Small Contributor Committee
FPPC Form'60 0an/2026)
FPPCAdvice: advire@IPpc.ca.80v(866/2)5-3772)
www.fppc.ra.eov
through
Page_ ol—
O. NUMBER
NAME OF FILER
IF AN INDIVIDUAL, ENTER
AMOUNT
CUMULATIVE TO DATE
PER ELECTION
O GATE
STREET ADDRESS AND ZIP CODE OF CONTRIBUTOR
CONTRIBUTOR
OCCUPATION AND EMPLOYER
HIS
RECEIVED THIS
OMERDO CE3R
))
IF REQUIRED
( )
DATE
FULLNAME
IiF COMMITTEE nLE.ENTERID.NUMe RE)
CODE'
Ili SELFE.1 ERR E9ERa'E0.rv.wE
RECEIVED
❑ IND
❑ COM
❑ OTH
❑PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTV
❑ SCG
❑ IND
❑COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
❑ SCC
❑ IND
❑COM
O OTH
E3 PTV
❑ SCC
'Contributor Codes
IND - Individual
COM - Recipient Committee
(other than PTY or SCC)
OTH - Other (a.g., business entity)
PTY - Political Pally
SOC - Small Contributor Committee
FPPC Form'60 0an/2026)
FPPCAdvice: advire@IPpc.ca.80v(866/2)5-3772)
www.fppc.ra.eov
Schad 1 B P I Amounts may be founded SCHEDULE a - PART 1
u e — art towhole dollars.
statement covers period
VENN, 1"°n
9cTeEuk F. Try 3,
Loans Received
(Total Column (b) plus unitemized loans of less than $100.)
immSEE
7WM.ER
INSTRUCTIONS ON REVERSE
through..
NAME OF FILER
$
IND - Individual
FULLNAME STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL. ENTER
OUTSTANDING
AMOUNT
1=1
OUTSTANDING
in
0TH - Other (e.g., business entity)
p
OFLENDER
OCCUPATION AND EMPLOYER
BALANCE
RECEIVED THIS
AMOUNTPAID
BALANCE AT
INTEREST
ORIGINAL
CUMULATIVE
iIF COMMITTEE. AL SO ENTER m. NUESDEI
IIL SELEEMPLOYEO ENTER
BEGINNING THIS
OR FORGIVEN
CLOSE OF THIS
PAIDTHIS
AMOUNTOF
CONTRIBUTIONS
Hou'.Pnowcasl
PERIOD
PERIOD
THIS PERIOD
PERIOD
PERIOD
LOAN
TO DATE
❑ PAIG
CALENOARYEAR
x
$
❑ LORGIVEry
PER ELECTION"
tEl IND ❑COM ❑ OTH El PTY ❑SCCf
3
DATE EEC
DATE INOORRED
$
I] PPI.
E&ENOAAYFAR
$
x
$
❑FORGIVEN
PER ELECTION^
aaE
10 IND ❑ COM ❑ OTH ❑ PTY SCC
s-
LATE FEE
DATE INCURRED
PAID
CALENDAR YEAR
I
%
$
0 FORGIVEN
PER ELECTION"
REE
tEl IND ❑ COM ❑ OTH 0 PTT ❑ SCC
r
$
$
DATE UVE
GATE INCURRED
SUBTOTALS $ S $ $
Schedule B Summary
VENN, 1"°n
9cTeEuk F. Try 3,
1. Loans received this period....................................................................................................................$
(Total Column (b) plus unitemized loans of less than $100.)
tConVlbutor Codes
2. Loans paid or forgiven this period..... ...................
$
IND - Individual
rgiven.....................................................................
(Total Column (c) plus loans under $100 paid or forgiven.)
COM - Recipient Committee
(Include loans paid by a third party that are also itemized on Schedule A.
(.mer than PTY or SCC)
0TH - Other (e.g., business entity)
3. Net change this period. (Subtract Line 2 from Line l.)..............................................................NET
$
PTV - Political Party
SOC- Small Contributor Committee
Enter the net here and on the Summary Page, Column A, Line 2.
m.fa.lw.wwwl
'Amounts forgiven or paid by anomer Party also must be reported on Schedule A.
If required.
FPPC Form 960 flan/2016)
FPPC Advice: advice@fppnca.gov (866/218-3772)
vrww.fppc.ca.gov
Instructions for
Schedule B — Part 1
Loans Received
All loans received or outstanding are reported on
Schedule B. Loans include monetary loans and
amounts drawn on lines of credit.
Report loan guarantors on Schedule B - Part 2. A
"guarantor" is a third party that co-signs, endorses,
or provides security for a loan, or establishes or
provides security for a line of credit. A guarantor is
also making a contribution.
When a state candidate guarantees a loan from a
commercial lending institution in connection with his
or her election, both the lending institution and the
candidate are required to be disclosed as the lender.
For each loan of $100 or more that was received
or was outstanding during the reporting period,
disclose the lender's name and address. Report
the original source of all loans received. E.g., for a
loan from a commercial lending institution for which
a candidate is personally liable, report the lending
institution as the lender.
Column (a) - Enter the outstanding loan balance
at the beginning of this period (Column (d) of last
report). If the loan was received this period, this
column will be blank.
Column (b) - Enter the amount received from the
lender during this reporting period. If this loan was
received in a previous reporting period, leave blank.
Column (c) - Enter the amount of any reduction of
the loan during this reporting period. Check whether
the loan was paid or forgiven. When the lender
forgives a loan or a third party makes a payment
on a loan, also report the lender or third party on
Schedule A.
Column (d) - Enter the outstanding balance of the
loan at the close of this reporting period. Enter the
due date, if any.
Column (e)- Enter the interest rate and the amount
of interest paid on the loan(s) during this reporting
period. Interest paid is reported separately from
payments made on the loan principal. Interest
payments are also transferred to the Schedule E
Summary.
Column (f) - Enter the original amount of the loan
and date received. If this is the first time you are
reporting the loan, this will be the same amount
reported in Column (b).
Column (g) - Enter the cumulative amount of
contributions (loans, monetary and nonmonetary
contributions) received from the lender during
the calendar year covered by this statement.
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual 1.)
Schedule B Summary:
The Schedule B Summary reflects the "net change"
in your loan activity. That is, loan payments made
during the period are subtracted from new loans
received. When the loan payments number is larger
than the amount of new loans received, Line 3
will be a negative figure. For example, if $200 is
paid during the period and only $100 is received
in new loans, report the net change on Line 3 as
CALIFORNIA 460
FORM
"-$100" or "($100).- Be sure to carry this figure
to the Summary Page as a negative figure to be
subtracted from Summary Page totals.
Additional Important Information:
Refer to the Instructions for Schedule A for important
information about:
Contributor codes
Contributions from individuals
Contributions from committees
Intermediaries
A loan received from a commercial lending
institution in the normal course of business is
reportable on Schedule B but is not considered a
contribution. Contributor codes and cumulative
amounts (Column (g)) are required only for loans
that are contributions.
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about maordkeeping, prohibitions on cash
contributions, returning contributions, and more.
FPPC Form 960 (an/3016)
FPPC Advice: advice@fppc.ca.9ev (966/2)5-3]73)
www.fPPc.ca.90v
Cohnduln R — D�.0 7 e...,.....m ...., w ......w.w SCHEDULE B - PART 2
Loan Guarantors tovhokdollara.
Statamentcov0mperiod
, 1p
,
9
from
Page of-
f
SEE INSTRUCTIONS ON REVERSE
through
NAME
NAME OF FILER
D. NUMBER
FULLNAME. STREET ADDRESS AND
IF AN INDIVIDUAL, ENTER
OUNT
ZIP CODE OF GUARANTOR
CONTRIBUTOR
OCCUPATION AND EMPLOYER
LDMI
CUMULATIVE
BALANCE
IiE [...ITTEE. use EWER Lo. NURSER)
CODE
(Ir SELFEMVLOYEO.ENTER
PERIOD
TO GATE
OUT6TANDING
NAMELE.U.NEsa)
TO DATE
BIND
LENDER
CALENOARYEAR
❑COM
LWARANTEED
LATE
❑OTH
PER ELECTION
❑ PTY
(1E REQUIRED)
❑ SCC
s
CALENDAR YEAR
E]IND
LENLER
❑ COM
❑ OTH'ER
ELECTION
UE REOLIREL)
PTY
El PTY
❑ SCC
i
❑IND
LErvOER
CALENOARYEAR
❑ COM
PER ELECTION
❑ OTH
DFTE
IIR REQUIREL)
❑ PTY
❑ SCC
t
E] IND
UNPERCALENDAR
YEPA
❑ COM
LATE
PER ELECTION
❑ OTH
TIE REQUIRED)
❑ PTY
❑ SCC
I
SUBTOTAL $ S�mm.nFREE
'TL ;
5
FPPC Form CFA (Jan/2016)
FPPC Advice: advice@fOPO.n.6ov (866/2]5-3]72)
vvMEfpPO.o.Bov
Instructions for
Schedule B — Part 2
Loan Guarantors
Guarantors of loans received or outstanding during
the reporting period are reported on Schedule
B — Part 2. A "guarantor" is a third party that co-
signs, endorses, or provides security for a loan, or
establishes or provides security for a line of credit.
A guarantor is also making a contribution.
For each guarantor of $100 or more, enter the
name and address of the guarantor and, if the
guarantor is an individual, his/her occupation and
employer or, if self employed, the name of his/her
business.
Enter the name of the lender or the entity at which
a line of credit was established and the date of the
loan or the date the line of credit was established.
Enter the amount guaranteed this period, if
applicable. For lines of credit, enter the full amount
established or secured by the guarantor during the
period. (Report amounts drawn on a line of credit
on Schedule B — Part 1.)
Enter the cumulative amount guaranteed during
the calendar year covered by the statement.
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the calendar
year cumulative amount. (Candidates for elective
state office should refer to FPPC Campaign
Disclosure Manual 1.)
Report the outstanding balance for which the
guarantor is liable at the close of this reporting
period.
Loan guarantees are not included in the Schedule B
Summary, but are carried forward in a lump sum to
Line 17 of the Summary Page.
FPPC Form WA (Jan/2016)
FPPC Advice: advic.Ofppc.o.gov (866/275-3M)
..fPPc.ca.6ov
Schedule C Amounts may be rounded
SCHEDULE C
Nonmonetary Contributions Received - ---- --
Statement covers period
�.
U10691
from
SEE INSTRUCTIONS ON REVERSE
through
Page_ of
NgME OF FILER
I.D. NUMBER
GATE
FULLP NO
CONTRIBUTOR
IF AN INDIVIDUAL. ENTER
DESCRIPTION OF
AMOVNT1
CUMULATIVE TO
PER ELECTION
RECEIVED
CODE OF CONTRIBUTOR
ZIP CODE OFFCONTR10
CODE•
OC(IF
GOODS OR SERVICES
Fg1R MARKETTO
DATE
DATE
u�commmse use ENTER 10 rvBneFxl
NUMB
SELONANDEMPLOTER
Br FmEn
VALUE
CALENDAR YEAR
REQUIRED)
(IF REQUIRED)
RANEFIITBBO
rvaME aF BI151NE551
(JAN1-DEC 31)
❑ IND
[ COM
❑ OTH
❑ PTY
❑ SCC
El IND
❑ COM
❑ OTH
❑ PTV
❑ SCC
❑ IND
❑ COM
❑ OTH
❑ PTY
0 SCC
❑ IND
❑ COM
❑ OLD
❑ PTV
❑ SCC
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $;-
Schedule C Summary
1. Amount received this period - itemized nonmonetary contributions.
(Include all Schedule C subtotals.).................................................................................................................
2. Amount received this period - unitemized nonmonetary contributions of less than $100 .............................
I Total nonmonetary contributions received this period.
(Add Lines 1 and 2. Enter here and on the Summary Page, Column A, Lines 4 and 10.).....................TOTAL $
'Contributor Codes
IND - Individual
COM - Recipient Committee
(Other than PTV or SCC)
OTH - Other (e.g., business entity)
PTY - Political Party
SCC - Small Contributor Committee
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fPpa..ra.gov (866/275-3772)
veMnAfpPc.ca.gov
instructions for
Schedule C
Nonmonetary Contributions Received
Report the receipt of nonmonetary contributions on
Schedule C.
Nonmonetary contributions include:
• Goods and services for which you have not paid
the fair market value, including items donated
for auctions or garage sales, such as artwork or
furniture.
A discount that is not available to the public
generally.
• Salary payments made by an employer for an
employee who spends 10 % or more of his or her
compensated time in a calendar month working
for your committee.
Volunteer personal services and payments
voluntarily made by a person for his or her
own campaign -related travel expenses are not
reportable. The occupant of a home or office can
host a fundraiser without making a nonmonetary
contribution as long as the total cost of the
fundraiser is $500 or less.
If a total of $100 or more is received from a single
contributor during a calendar year, report the
name, street address, city, state and zip code
of the contributor, the amount contributed this
period, and the cumulative amount received from
the contributor since January 1 of the current
calendar year. Include monetary and nonmonetary
contributions and loans when reporting the
cumulative amount.
Contributions totaling less than $100 received from
a single contributor during a calendar year are
reported as a lump sum on Line 2 of the Schedule
C Summary.
Date Received:
A nonmonetary contribution has been received
on the earlier of the following: 1) the date the
contributor made an expenditure for goods
or services at your behest (in consultation or
coordination with you, or at your request or
suggestion): or 2) the date you or your agent
obtained possession or control of the goods or
services.
Per Election to Date:
Candidates subject to state contribution limits (or
if required by local ordinance) must disclose the
cumulative amount received from each contributor
during the limitation cycle in addition to the
calendar year cumulative amount. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1.)
Fair Market Value:
The fair market value of a nonmonetary
contribution is the amount it would cost to purchase
the goods or services on the open market. The fair
market value can be more than the amount it cost
the contributor to provide the goods or services to
you.
If you do not know the value of a nonmonetary
contribution, you may request the contributor to
provide you with a written statement of the value.
If you make a request in writing and the value of
the contribution is $100 or more, the contributor is
required by law to provide the information.
CALIFORNIA 460
FORM
Administrative Services:
Administrative overhead and start-up expenses
paid by a sponsoring organization for its sponsored
committee are not contributions to the committee
but must be reported on Schedule C. Report the
value of the services in the 'Description of Goods
or Services" column and a zero in the 'Amount"
and "Cumulative to Date" columns.
Nonmonetary Contributions as
Expenditures:
The total of nonmonetary contributions is reported
on the Summary Page as both contributions
received and expenditures made. Enter the total
on Line 3 of the Schedule C Summary on both
Lines 4 and 10 of the Summary Page. (State
Candidates: Most nonmonetary contributions also
count for purposes of the voluntary expenditure
limits.)
Additional important Information:
Refer to the instructions for Schedule Afor
important information about:
• Contributor codes
• Contributions from individuals
• Contributions from committees
Intermediaries
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about aggregating monetary and nonmonetary
contributions, recordkeeping, and more.
FPPC Form 460 (Jan/2016)
FPPC Advice: advice@fpPc.ra.eov (866/2]5-3]72)
www.fppcxa,li.
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Schedule D
(Continuation Sheet)
Summary of Expenditures
Qr]nnnviinn/nnnnglnd Other
Amount maybe roundB4 SCHEDULE D CONT.
W whole tloltn. Stetmerd coven period I . ,
••
from
Candidates, Measures and Committees
through
Page_ of_
D. NUMBER
NAME OF FILER
DATE
NAME OF CANDIDATE, OFFICE. AND DISTRICT, OR
MEASURE NUMBER OR LETTER AND JURISDICTION,
OR COMMITTEE
TYPE OF PAYMENT
DESCRIPTION
(IFREOVIREVI
AMOUNT THIS
PERIOD
CUMULATIVE TO DATE
CALENDARYEAR
(]µ-DEL. ]tl
PER ELECTION
TO DATE
IIFREOVIREOI
tF
/
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Pt'iM'�M Y1G'Y� jCCYYI �"r<ly
Monetary
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❑ Nononeta
mry
Coninbution
���.
t
❑ Independent
_.
❑ Suppod ❑ Oppose
Expenditure
i„aG FOY� Cl�_
Monetry
Contnbutron
❑ Nonmonetary
566,00
J,/.a00
"�"/�1](—�• �D
A b9 G 1rMeip �V
Contdbwen
Independent
❑ Suppod ❑ Oppose
Expenditure
Monetary
Contnbutlon
Nonmonetary
Contribution
❑ Independent
_
❑ Suppod ❑ Oppeee
Expenditure
Monetary
Contribution
Nonmonetary
Contnbuhon
E] Independent
❑ Suppod ❑ Oppose
Expenddure
I
SUBTOTAL S �UGV.Qv
FPPC Form 960 (Jan/2016)
FPPC Advice: advice@Fppc.m-Ov (866/275-3772)
v JFppc.ca.eov
Instructions for
Schedule D
Summary of Expenditures Supporting/Opposing Other
Candidates, Measures, and Committees
Schedule D is a summary of payments reported
on Schedules E, F, and H that are contributions or
independent expenditures to support or oppose
candidates and committees. These include:
• A direct monetary contribution or loan made to
another candidate or committee.
• A payment made to a vendor for goods or
services for a candidate or committee (a
nonmonetary contribution).
• A donation to a candidate or committee of goods
on hand, or the payment of salary or expenses
for a campaign employee who spends 10% or
more of his or her compensated time working for
another candidate or committee.
• A payment made for a communication (e.g.,
a mailing, billboard, radio ad) that expressly
advocates the election, passage or defeat of a
clearly identified candidate or ballot measure,
but the payment is not made lo—or at the behest
of—the candidate or a ballot measure committee.
These payments are 'independent expenditures'
and may trigger additional reports for your
committee.
If a total of $100 or more is contributed or
expended during a calendar year to support or
oppose a single candidate, ballot measure, or a
general purpose committee (e.g., a political party),
disclose the name of the candidate and the office
sought or held and the candidate's district, if any,
the number or letter and jurisdiction of the ballot
measure, or the name of the general purpose
committee. For each candidate or measure listed,
indicate whether the payment was made to support
or oppose the candidate or measure. For example,
if you made a contribution to the Committee
Against Measure A, check the "Oppose" box.
Disclose the date(s) and amount(s) of contributions
or independent expenditures made this period
relative to each candidate, measure, or committee,
and the cumulative amount contributed or paid
to date relative to the candidate, measure, or
committee since January 1 of the current calendar
year. Cumulate contributions and independent
expenditures separately.
Contributions and expenditures of less than $100 to
support or oppose a single candidate or measure
during a calendar year are totaled and reported as a
lump sum on Line 2 of the Schedule D Summary.
Per Election to Date:
If a contribution is made to a candidate that is
subject to state contribution limits (or if required
by local ordinance), disclose the total amount
contributed to the committee in connection with
each limitation cycle and identify the election year.
The primary and general elections are separate
elections. For example, a $4,200 contribution to a
candidate for the primary election in 2016 would be
disclosed as "$4,200 P-16.'
"Per Election to Date" Column
Limitation Cycle
Year of Election
Primary P
2016 16
General G
2017 17
Special S
2018 18
Runoff R
2019 19
Description
If you contributed goods on hand to another
candidate or committee (e.g., office supplies),
describe the goods or services in the "Description"
column and disclose the fair market value of the
contribution. The fair market value is the amount it
would cost the recipient to purchase the goods or
services. Because payments must be described
when they are reported on Schedules E and F,
you need not provide a description on Schedule
D for payments reported on Schedules E or F that
are nonmonetary contributions or independent
expenditures.
Date of Contribution or Expenditure
A monetary contribution is made on the date it
is mailed, delivered, or otherwise transmitted it
to the candidate or committee. A nonmonetary
contribution is made on the earlier of the following:
1) the date you made an expenditure for goods
or services at the behest of the candidate or
committee; or 2) the date the candidate or
committee obtained possession or control of the
goods or services.
Additional Important Information
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, prohibitions on cash
payments, restrictions on the use of campaign
funds, and more.
FPPC Form 460(1an/2016)
FPPC Advice: advice@fpp1.ca.8ov )866/275-3772)
www.fPPc.ca.0v
Amounts may be rounded statement connote
Schedule E to whole dollen.
Payments Made heT
Page— of
the following Codes accurately describes the payment, you may enter the code.
Otherwise, describepayment
CODES:
If one of
SNOY�+e�'j:.,e j..*;N.61e Iavi}i
$ ;LSet. E
airtime and mac
OMP
campaign pansulta nalialmisc.
MBR
MTG
membarmmmunica5ons
meetings and appearances
RFD
returned contributions
CNS
campaign consultants
(explain nonmonetary)'
OFG
office expenses
SAL
TEL
campaign workers salaries
Lv, or cable airtime and production costs
CTB
CVC
contribution
civic donations
PET
petition Circulating
TRC
candidate travel, longing, and meals
FIL
cantlidate filinglballTt has
PHO
phone banks
and survey research
TRS
stasspouse Vavel. lodging, and meals
FND
fundraising eventsTSF
POL
polling
delivery and messarger services
committees of the same can aesponsor
IND
independent expenditure supporhnglopposing others (explain)'
POS
postage,
services (legal, accounting)
VOT
voter rerbstraton
LEG
legal defense
PRO
professional
WEB
information technology costs (Internet, a -mail)
PRT
print ads
NAME AND ADDRESS OF PAYEE
(IF EoNMITTEE NST ENTER I. D. NUMBEnI
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
SNOY�+e�'j:.,e j..*;N.61e Iavi}i
$ ;LSet. E
(ratFrdev� w a 4
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' Payments that are conVibutiens or independent expenditures must also be summarized on Schedule D.
SUBTOTALS I / JGQ C
Schedule E Summary
1. Itemized payments made this period. (Include all Schedule E subtotals.).............................................................................................................
Q Y_W
2. Unitemized payments made this period of under $100 .....................................
3. Total interest paid this period on loans. (Enter amount from Schedule B, Part 1, Column IS)) -
4.
e).)...4. Total payments made this period. (Add Lines 1, 2, and 3. Enter here and on the Summary Page, Column A. Line 6.) ........................... TOTAL $FPPC Ferro 40 lian/20261
FpPC Advice: adviceetppc.ca.6ov (666/275-37721
www.fie c.cz.6ov
Instructions for
Schedule E
Payments Made
Report payments on Schedule E (other than loans)
For each payment of $100 or more made during
the period, report the name and street address,
city, stale, and zip code of the payee or creditor,
and the amount paid during the period. Payments
of less than $100 during the period are reported as
a lump sum on Line 2 of the Schedule E Summary.
However, if two or more payments under $100
were made for a single product or service and the
total paid during the period was $100 or more,
itemize the total amount paid during the period.
Report payments made on accrued expenses.
Also report the required information on
Schedule F.
Code or Description of Payment
If one of the codes listed on Schedule E fully
describes the payment, enter the code. A full
description of each code is provided on the back of
the Schedule E -Continuation Sheet. If none of the
codes fully explains the payment, leave the "Code'
column blank and enter a brief description of the
goods or services purchased in the "Description of
Payment" column.
Credit Card Payments:
Disclose the name, address, and amount paid to
the credit card company during the period. Also
disclose the name, address, amount paid, and
code or description of payment for each vendor
paid $100 or more. You may disclose the vendor
payments on Schedule E or Schedule G.
Payments by Agents and Independent
Contractors:
When an agent or independent contractor (e.g.,
campaign worker, advertising agency, campaign
management fine) makes payments on your
behalf ("subvendor payments'), disclose the name,
address, amount paid, and code or description
of payment for each vendor paid $500 or more.
Disclose payments to the agent or independent
contractor on Schedule E. You may disclose the
subvendor payments on Schedule E or Schedule
G.
Loans:
Report interest paid on loans received on Line 3 of
the Schedule E Summary (from Schedule B, Part
1, Column (e)).
Report payments made on loans received on
Schedule B and loans made to others on Schedule
H. Do not report on Schedule E.
Savings Accounts/Certificates of
Deposit/Money Market Accounts:
Do not report transfers of campaign funds into
savings accounts, certificates of deposit, money
market accounts, or the purchase of any other
asset that can readily be converted to cash on
Schedule E. Continue reporting these amounts as
part of your cash on hand on the Summary Page.
Candidates:
• Candidates must briefly describe the political,
legislative, or governmental purpose of an
itemized expenditure for gifts, meals, and travel
payments. FPPC Regulation 18421.7 sets out
the requirements.
Candidate controlled ballot measure committee
funds may only be used to make payments
related to a state or local measure or potential
measure (including qualification activities)
anticipated by the committee. See FPPC
regulation 18521.5.
Ballot Measure Committees
A ballot measure committee that makes a payment
to any business entity (1) which is owned 50
percent or more by any of the individuals listed
below, or (2) in which any of the individuals listed
below is an officer, partner, consultant or employee,
must report that individual's name, relationship to
the committee, and a description of the ownership
interest or position with the business entity.
Individuals covered by (1) and (2) above include:
-- A candidate or person controlling the
committee; or
-- An officer or employee of the committee; or
-- The spouse of any of the above.
FPK Form 960 pan/2016)
FPK Advice: advice@fppc.ca,mr (866/275-3772)
www.fPpc.w.,,"
SCHEDULE
Schedule Amounts may R, mundlel glist a..t movers
(Continuation Sheet) to whet. tlmll.m.
Payments Made Iron
Pape_. ot
SEE INSTRUCTIONS ON
following codes accurately describes the payment, you may enter the code.
Otherwise,
describe the payment.
CODES:
If one of the
MBR
member communications
RAD
radio amines and production ..is
CMP
campaign pwaPhE1AhSYUEa
MTG
meetings and appearances
RFD
rehsmed contributions
CNS
campaign consultants
DEC
once expenses
SAL
campaign worears'saleries
CTB
contribution (explain nonmoneU y)-
PET
petition dreulating
TEL
t v, or cable Wo me and production costs
CVG
civic donations
PHO
phone banks
TRC
candidate travel, lodging, and meals
FIL
candidate filing/ballot fees
ROL
and survey research
TRS
stag/s Dose travel, lodging, and meals
p
FRO
fundraising events
others(explwn)'
POS
polling
postage, delivery and messenger services
TSF
tmnaler immanent committees of the same candidate/sponsor
IND
independent expenditure supporting/opposing
PRO
professional services (legal, accounting)
VOT
voter registration
LEG
legal delense
WEB
information technology is lintamel e-mail)
PRT
print a is
IT campaign IResnoure antl matings
NAME nND ADDRESS OF PAYEE
IIF COMMITTEE. TLFU ENTER I.a. NUMBER;
CODE OR DESCRIPTION OF PAYMENT
AMOUNT PAID
' Payments that are contributions or Independent expend8ures must also be summarized on Schedule D.
FPPC Form 960 (Jan/2026)
FPPC Advice: advitt@fpPC.Ta.6ov (866/275-3772)
www.fppc.ca.6ov
Instructions for
Schedule E (Continued)
Payments Made
Codes:
CMP: Campaign paraphernalia/misc. Lawn
signs, buttons, bumper stickers, T-shirts, potholders,
etc. Includes costs of election night event.
CNS: Campaign consultants. Fees and
commissions paid to professional campaign
management or consulting firms.
CTB: Contributions. Contributions made to other
candidates and committees. Use "CTB' for direct
monetary contributions. For nonmonetary (in-kind)
contributions, use "CTB" and, if one of the other
codes accurately describes the expenditure, you
may enter that code also. Otherwise, describe the
payment. Also provide the name of the candidate
or committee that received the nonmonetary
contribution in the "Description of Payment' column'
CVC: Civic donations. Donations to civic,
nonprofit or education organizations; payments for
community events.
FIL: Candidate Filing/Ballot Fees. Payments to
election officials for candidate fling fees and fees
charged for publication of a ballot statement.
FND: Fundraising events. Expenditures
associated with holding a fundraising event,
including payments for event space to hotels
or halls, payments for food and beverages to
restaurants, caterers and other vendors, and
payments for speakers, entertainment, and
decorations. Includes costs of house parties.
(Use "LIT" for costs of invitations, brochures, and
solicitations associated with fundraising events.)
IND: Independent expenditures. Payments
for communications that support/oppose other
candidates or measures that are not made in
consultation or coordination with the candidates
or a ballot measure committee. Use "IND" and,
if one of the other codes accurately describes
the independent expenditure, you may enter that
code also. Otherwise, describe the payment. Also
provide the name of the candidate or ballot measure
supported or opposed by the expenditure.'
LEG: Legal Defense. Attorney or other fees paid
for legal defense.
LIT: Campaign literature and mailings.
Preparation, production, and distribution of
campaign literature, direct mail pieces, fundraising
solicitations, and door hangers. Includes costs
of mailing lists, design/graphics, copy and layout,
printing and photocopying. Includes payments to be
on a slate mailer, and for absentee ballot mailers.
MBR: Member Communications. Payments
for communications to members, employees, or
shareholders of an organization, or their family
members, for the purpose of supporting or opposing
a candidate or ballot measure.
MTG: Meetings and appearances. Costs
associated with meetings, press conferences, town
halls, constituent meetings, etc.
OFC: Office expenses. Expenditures for office
rent; utilities (including cellular phone service);
Purchase or rental of office equipment (computer, fax,
photocopier, etc.) and furniture; office supplies, etc.
PET: Petition circulating. Includes payments
for printing petitions and payments to signature
gathering firms for ballot measure qualification drives.
PHO: Phone banks. Costs of phone banks.
POL: Polling and survey research. Costs of
designing and conducting polls, reports on election
trends, voter surveys, etc.
POS: Postage, delivery and messenger
services. Includes U.S. Postal Service, Federal
Express, United Parcel Service, and other delivery
and courier services.
PRO: Professional services. Includes legal,
accounting, and bookkeeping services.
PRT: Print space and production costs. Includes
advertising space in newspapers, magazines and
other publications, and billboard ads.
RAD: Radio airtime and production costs.
RFD: Returned contributions.
SAL: Campaign workers salaries. Includes state
and federal payroll taxes.
TEL: Television or cable airtime and video
production costs.
TRC: Candidate travel. Payments or
reimbursements for travel, lodging, and meals of a
candidate.
TRS: Staff/spouse travel. Payments or
reimbursements for travel, lodging, and meals of a
candidate's representative (staff), or member of the
candidate's household.
TSF: Transfers. Only use this code to report the
transfer of funds to another authorized committee
of the same candidate or sponsoring organization.
Report funds this committee gives to other
committees on Schedule E, as contributions ('CTB")
to those committees, not as transfers.
VOT: Voter registration costs.
WEB: Information technology costs. Includes
payments for website design, e-mail, intemet
access, production of website and e-mail
advertising.
'Payments that are contributions or independent
expenditures to support or oppose other
candidates, measures, and committees must
also be summarized on Schedule D.
FPPC Form 460 (Jan/2016)
FPPC Advice: advicnWlippc.o.gim (866/2]5-3]]2)
www.fppc.ca.eov
SCHEDULE
Amounts may be mantled gtatemant oovan perlptl / '
SCheduie F to wh.W dollars.
Accrued Expenses (Unpaid Bills) +rpm
coats: it one or ana ivn�rrn iy �_+ ����•� i ----
CMP campaign paraphernaliafmicc.
CNS campaign mnsultmAs
CTB contribution (explain nonmonetary)'
CVG civic dpn Omns
FIL candidate fling/bollot fees
END fundraising events
IND Independent expenditure smamMnglopposing others(explaln)'
LEG legal defense
through I Page— of—
O.NUMBER
the payment, you may enter the code.
Otherwise,
describe the payment.
MBR
member communications
HAD
radio airtime and production costs
MIG
meetings and appearances
RFD
returned conldbutions
DEC
office expenses
SAL
campaign mrkers'saledes
PET
patitlon circulating
TEL
t v. or cable airtime and production costs
PHO
phone hanks
TRC
candidate Jeans. lodging, and meals
POE
polling and survey research
TRS
sta8lspouse travel, lodging, and meals
behvesn committees of ale same candidstalsponsor
POS
postage, delivery and messenger services
TSF
transfer
PRO
professional services (legal, accounting(
VOT
volerregistration
WEB
infarmalion technology cosfs imtemM, e-mail)
LIT campaign literature and maumgs
P.,
CODE OR
OUTSTANDING
el
AMOUNT INCURRED
cl
AMOUNT PAID
Id
OUTSTANDING
NAMEANO ADDRESS OF CREDITOR
Ip caurnmEause Exream rvuaeew
DESCRIPTION OF PAYMENT
BALANCE BEGINNING
THIS PERIOD
THISPERIOD
IOLso aExneIGN EI
SE
OF THIS PERI00
BOFTHISALANCE A PERIOD
OF THIS PERIOD
E
E
Payments mat are Wnnima ns or imepenaenl expendnures moa also to SUBTOTALS E E
summanzO on Schedule D.
Schedule F Summary
1. Total accrued expenses incurred this period. (Include all Schedule F, Column (b) subtotals for INCURRED TOTALS $
accrued expenses of $100 or more, plus total unitemized accrued expenses under $100.) ..............................................
2. Total accrued expenses paid this period. (Include all Schedule F, Column (c) subtotals for payments on PAID TOTALS $
accrued expenses of $100 or more, plus total unitemized payments on accrued expenses under $100.) ......................
3. Net change this period. (Subtract Line 2 from Line 1. Enter the difference here and .... NET $
on the Summary Page, Column A, Line 9.)................................................................................................................................................... Me. w de...ii.n/2
FPP[ Form 460 (tan/2016)
FPPC Advice: advice@fppc.ca.6ov (866/276-3772)
vrww.fppc.ra.gas
Instructions for
Schedule F
Accrued Expenses (Unpaid Bills)
Report unpaid bills for goods or services on
Schedule F
If the amount owed to a single vendor is $100
or more at the end of the reporting period, you
must disclose the name and street address, city,
state, and zip code of the payee or creditor and
the amount incurred during the period that is
outstanding at the end of the period (Column (b)).
Continue reporting the accrued expense on each
subsequent campaign statement until it is paid.
You are not required to report on Schedule F
regular administrative overhead expenses, such
as rent, utilities, phones, or employee salaries if
you have not received a bill in the normal course of
business or if the due date for the payment is after
the closing date of the statement.
If you do not know the exact amount of a debt or
obligation, provide an estimate. Once the exact
amount is known, amend the estimated amount
or note the correct amount on the next campaign
statement.
Unpaid bills of less than $100 at the end of the
reporting period are added together and included
in the total reported on Line 1 of the Schedule F
Summary.
When accrued expenses are paid, the payments
are reported on Schedule E. Also report the
payment on Schedule F, Column (c).
Code or Description of Payment:
If one of the expenditure codes listed on Schedule
F fully describes the payment, enter the code. A
full description of each code is provided on the
back of the Schedule E Continuation Sheet. If
none of the codes fully explains the expenditure,
enter a brief description of the goods or services
instead.
There are special instructions on the back of
the Schedule E Continuation Sheet for coding
and describing nonmonetary contributions and
independent expenditures to support/oppose other
candidates, committees, and ballot measures.
Accrued expenses that are nonmonetary
contributions and independent expenditures must
also be summarized on Schedule D when incurred.
Credit Card Payments:
Disclose the name, address, and amount owed or
paid to the credit card company during the period.
Also disclose the name, address, amount paid, and
code or description of payment for each vendor
paid $100 or more. You may disclose the vendor
payments on Schedule F or Schedule G.
Payments by Agents and Independent
Contractors:
When an agent or independent contractor
(e.g., campaign worker, advertising agency,
campaign management firm) makes payments
on your behalf ("subvendor payments"), disclose
the name, address, amount paid, and code or
description of payment for each vendor paid $500
or more. Disclose amounts owed to the agent or
independent contractor on Schedule F. You may
disclose the subvendor payments on Schedule F or
Schedule G.
Note: It is not necessary to reitemize credit card
vendors or agent subvendors on Schedule F or G
when payments are made on accrued expenses,
or if an accrued expense is itemized on more than
one statement.
Forgiveness or Third Party Payment of
an Accrued Expense:
If a creditor forgives or reduces an outstanding
debt, or a third party pays a debt for you, report the
transaction as follows:
In the "Description of Payment' column, state
that the debt was forgiven, reduced, or paid by a
third party.
• Report the amount forgiven, reduced, or paid by
a third party as a negative figure in the "Amount
Incurred This Period" column (Column (b)).
• Report a nonmonetary contribution from the
creditor or third party on Schedule C.
Do not report the forgiveness, reduction, or third
parry payment on Schedule E.
Refer to the FPPC Campaign Disclosure Manual
for your type of committee for important information
about recordkeeping, cash expenditures,
permissible uses of campaign funds, and more.
FPPC Form 460 pan/2016)
FPPC Advire: advicelllfppc.ca.gov (866/275-3222)
www.fppc.ca.gov
Schedule F Amounts may Isemunded
to whole distance. Fs�twkmmm covers period
(Continuation Sheet)
Accrued Expenses (Unpaid Bills)
SCHEDULEF
papa— of
to NUMBER
following codes accurately describes the payment, you may enter the code.
Otherwise,
describe the payment.
CODES:
If one of the
MBR
member communications
RAD
radia amine and production casts
CMP
campaign paaphemalialmisc.
MILE,
meetings and aWeari
RFD
returned contributions
CNS
cam nwnsultants
peig
DEC
office expanses
SAL
campaign worlers'salanee
CTB
cenlribulion (explain nonmonetary)'
PET
petition circulating
TEL
tv, or cable aimme and production costs
CVC
civic donations
PHO
phone banks
TRC
candidate travel, lodging, and meals
FIL
candidate flinglball0t fees
POE
and survey ressi
THIS
ste0lspouse travel, lodging, and meals
FND
fundraising events
SUp,FmFglopposing others (explain)'
POS
polling
postage, delivery and messenger services
TSF
transfer between committees of me same cantlitlatelsponsor
IND
iFdEWndSmt expenditure
PRO
pmussional Services (legal accounting)
VOT
voter registmaon
LEG
legal defense
WEB
information tecnnology costs (internal, a -mail)
LIT
campaign literature and mailings
PRT
print ads
'but' s or inda endent expenditures must also bas
summarized on schedule D.
Payments that am tonin Ion p
NAME AND ADDRESS OF CREDITOR
pr COMMITTEE ALSO ENTER m. NUMBER)
CODE OR
DESCRIPTION OF PAYMENT
OUTSTANDING
BALANCE BEGINNING
OF THIS PERIOD
lel
AMOUNT INCURRED
THIS PERIOD
lel
AMOUNT PAID
THIS PERIOODBOLFNHIBPECEAT
Iusoaevom
(a)
OUTSTANDING
COSE
OD
S
s
SUtlIUINW $
FPPC Form 460 pan/2016)
WINE Advice: advice@fppc.ca.8ov (8661
www.fp,kFca v
Schedule G
Payments Made by an Agent or Independent
Contractor (on Behalf of This Committee)
SEE INSTRUCTIONS ON REVERSE
NAME OF FILER
Amounts may be rounded
to whole dollar.
through
Page of
CODES: If one of the following codes accurately describes the payment, you may enter the code.
Otherwise,
describe the payment.
GMP
campaign paraphernalialmisc.
MBR
member communications
RAD
radia ainima and production costs
CNS
campaign consultants
MTG
meetings and appearances
RFD
retumed contributions
CTB
contribution(explain momonetary)'
DEC
M. expenses
SAL
campaign workers'salaries
CVC
civic donations
PET
petition circulating
TEL
Lv. or cable airtime and production costs
FILL
candidate filing/ballot fees
PHO
phone banks
TRC
candidate travel, lodging, and meals
FIND
fundraising events
POE
polling and survey research
TRS
staglspouse travel, lodging, and meals
IND
independent expenditure suppodinglopposing others (explain)'
POS
postage, delivery and messenger services
TSF
transfer between committees of the same candidate/sponsor
LEG
legal defense
PRO
professional services(legal, accounting)
VOT
voter registration
LIT
campaign literature and mailings
PRT
pont ads
WEB
information technology casts (Internet. e-mail)
Payments that are oontnbutions or independent expendftures must also be summarized on Sclwdule D.
NAME AND ADDRESS OF PAYEE OR CREDITOR CODE OR DESCRIPTION OF PAYMENT AMOUNT PND
Ili COMMTEE NxO CNTER 10 NUMBERI
Attach additional information on appropriately labeled continuation sheets. TOTAL* $
'Do not transfer to any other schedule or tc the Summary Page. This total may not equal the amount paid to the agent or FPPC Form 960 gan/2016)
independent contractor as reported on Schedule E FPPC Advice: adinceWppc.ca.gov (866/215-3172)
www.fpi coa.gov
Instructions for
Schedule G
Payments Made by an Agent or
Independent Contractor
Report payments made on your behalf during
the reporting period by an agent or independent
contractor (such as a campaign management firm
or an advertising agency) on Schedule G.
Schedule G may be completed by the agent
or independent contractor and provided to you
or Schedule G may be completed by you from
information provided by the agent or independent
contractor.
Report expenditures of $500 or more (other than
expenditures for the agent's or independent
contractor's overhead and normal operating
expenses) made on your behalf during the
reporting period.
Once a subvendor payment has been itemized on
Schedule E, F, or G, it does not need to be itemized
again. For example, if a subvendor payment is
reported on Schedule F or G as part of an accrued
expense, the subvendor information does not need
to be reported again on subsequent reports.
Code or Description of Payment:
If one of the expenditure codes listed on Schedule
G fully describes the payment, enter the code. A
full description of each code is provided on the
back of the Schedule E Continuation Sheet. If
none of the codes fully explains the expenditure,
enter a brief description of the payment instead.
Important: Officeholders and candidates may
reimburse an agent or independent contractor for
expenditures made on their behalf only if all of the
following criteria are met:
• There is a written contract between the
officeholder or candidate and the agent or
independent contractor that provides for the
reimbursement;
The treasurer is provided with a dated receipt
and written description of each expenditure prior
to reimbursement; and
Reimbursement is paid within 45 calendar days
after the agent or independent contractor makes
the expenditures.
Generally, if reimbursement is not paid within
45 calendar days, report the expenditure as a
nonmonetary contribution on Schedule C.
Refer to the FPPC Campaign Disclosure
Manual for your type of committee for additional
instructions.
FPPC Form 460 pan/20161
FPPC Advice: a&ImLMfppc.w-6cv(866/295-37]2)
,ww.fPPC.ca.Vv
CALIFORNIA
460
FORM
FPPC Form 460 pan/20161
FPPC Advice: a&ImLMfppc.w-6cv(866/295-37]2)
,ww.fPPC.ca.Vv
Schedule H
Loans Made to Others'
SEE INSTRUCTIONS ON
NgME OF FILER
Amounts may be Founded
to whole dollars.
Paga of
FULL NAME, STREET ADDRESS AND ZIP CODE
IF AN INDIVIDUAL. ENTER
°
OUTSTANDING
IBI
AMOUNT
W
00
OUTSTANDING
R)
M
IB
OCCUPATION AND EMPLOYER
REPAYMENT OR
INTEREST
ORIGINAL
CUMULATIVE
OF RECIPIENT
RF SFLFELOYEO MPEWER
BALANCE
LOANEDTHISBALINCEAT
FORGIVENESS
RECEIVED
AMOUNT OF
LOANS
IT cnmmmEE use ENTER m. NUMBER)
NFMEOFSUSmESS)
BEGINNING THIS
PERIOD
CLOSE OF THIS
P O
THIB PERIODMFNMm
LOAN
TO DATE
PAIn
CALENDARYEAR
3
S
x
S
3
❑ FDR.IVEN
PER ELECTION^
RATE
DATE.VC
DATE INCURRED
D Son CALENDAR YEAR
El I.RGIVEN PER ELE.1ca-
DATE DOE DATE INEUDEE.
" Loans Nal are contributions to another candidate or committee must y15r. rz
also be summarized on Schedule 0. Loans forgiven must also be -s
reported on Schedule E. SUBTOTALS S E S E ,v;
Nq `,.
Schedule H Summary
1. Loans made this period ........... ........................... _........... ..........................................
,
(Total Column (b) plus unitemized loans of less than $100.)
2. Payments received on loans .......... ......_..___...................................... ......................
(Total Column (c) plus unitemized payments of less than $100.)
3. Net change this period. (Subtract Line 2 from Line 1.) ...............................................
(Enter the net here and on the Summary Page, Column A, Line 7.)
....................................... $
.....................................NET S
"If Requiretl
FPPC Form 460 (Jan/2016)
FINK Advice: advice@fp,.D,9dV (866/275-3772)
www.fPpc.La.6av
m m N i' a N L Q N T
• N3 w m w D£ m ami E E o ry c n n
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c EE 0-6-0 rE d;,, N'6
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m d c K LL
o m E c m $ m s o
L N N 6 3. LL
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L' m c E 2 o �' 3 = m `o m- m R 2$ t$ u
woo'`E '2- d LL aL= c ymo
Eny Ti E=E dO$om.dmc m5d
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00
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a m D °f.y w m m m w a w O o D E m d$ m
O 41 j E m A 6 U E a r n E C O d d Q1 V C L C m D
-' COO'
n o c d o D n n o n mom > c m c$ m
(jo£ :' udi n5 Umvm U °': EE$$S d55O
°
O O N « m Tm°c m E mo
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p i�OHEod M y' 0OOS LN
D o0 w �.NEENa OL- E.0
bvd $ E nNEOocc0 «_dE m $9 y aOOm
YUd
L.m..
y O o
5vc$m monccta$>y « md DmO FNd ww
_LN_dO mOO mL 6 cE'7eC
-d CcwO
O O m O d C? awcJ
LD6w Wiwdmnm
mnNymdmOOcc o -dE 5aanmd °wm O'E a m - d $ o - s o
'EmI° OEo °OD mmEm_
W
LC «LN E EEmOO mm nO m OOc m d o D" c
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mOo>
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Schedule I Amounts may As rounded SCHEDULEI
Miscellaneous Increases to Cash to whole dollars.
INSTRUCTIONS ON REVERSENAME
(TomSEE
Stetementco mmeled7�n��'�"CASH
!!ER
OF FILER
DATE
RECEIVED
FULL NAME ANOADORESS OF SOURCE
aF cwMmeE. xao ENTER m. NFMeem
DESCRIPTION OF RECEIPT
INCREASE TO
Attach additional information on appropriately labeled continuation sheets. SUBTOTAL $
Schedule I Summary
1. Itemized increases to cash this period . ................. ...._................. ......_......._.. ......... ......._._......_..... _... _......................$
2. Unitemized increases to cash of under $100 this period ......... —..... .......... ..._....................__._._........................_..._._$
3. Total of all interest received this period on loans made to others. (Schedule H, Column (e).) .......................................$
4. Total miscellaneous increases to cash this period. (Add Lines 1, 2, and 3. Enter here and on the
§umMary Page, Line 14.) ............. .... ...... ._.... _.......... ....... ............... ............ ............... ................ ......... TOTAL $
IF`K Form 460 (Jan/2016)
FPPC Adtice: a dviUR@fPPc.Mi.Bov (866/275-3772)
www.fppr.ca.eov
Instructions for
Schedule I
Miscellaneous Increases to Cash
Report any transaction that increases the
cash position of the officeholder, candidate, or
committee, but is not a monetary contribution, loan,
or loan repayment, on Schedule I.
Itemize the sources of $100 or more received
during the reporting period.
Examples include.
Interest received or credited to checking or
savings accounts or other time deposits.
Proceeds from the sale of property, such as
paintings, furniture, or other items sold at
garage sales or auctions, etc., when the amount
received is the "fair market value" of the item.
Amounts received over the fair market value are
reported on Schedule A. (Report donated items
as nonmonetary contributions on Schedule C.)
Proceeds from the sale of campaign property,
such as office furniture or equipment.
Refunds received on deposits, such as
telephone deposits.
Refunds received from overpayment of bills.
• Transfers received from another authorized
committee of the same candidate. (Candidates
for elective state office should refer to FPPC
Campaign Disclosure Manual 1 for information
about reporting transferred funds that must
be attributed to specific contributors of the
committee making the transfer.)
Report on Line 3 of the Schedule I Summary the
lump sum of interest payments received on loans
made to others. Do not itemize. This amount is
transferred from Schedule H, Column (g).
FPK Form 960 pan/2016)
FPK Advice: advice@fppcw.6ov (966/27&3712)
www.fPPc.ca.9ov
Recipient Committee
Campaign Statement
The Form 460 is for use by all recipient
committees, including:
Candidates, Officeholders and Their Controlled
Committees
• A candidate or officeholder who has a controlled
committee, or who has raised or spent or will
raise or spend $2,000 or more during a calendar
year in connection with election to office or
holding office. The Form 460 is also required if
$2,000 or more will be raised or spent during the
calendar year at the behest of the officeholder or
candidate.
Primarily Formed Ballot Measure Committees
• A person, entity, or organization that receives
contributions totaling $2,000 or more during
a calendar year for the primary purpose of
supporting or opposing the qualification,
passage, or defeat of a single ballot measure
or two or more measures being voted on in the
same city, county, multi -county or state election.
Primarily Formed Candidate/Officeholder
Committees
• A person, entity, or organization that receives
contributions totaling $2,000 or more during
a calendar year to support or oppose a single
candidate or officeholder, or two or more
candidates or officeholders who are being voted
upon in the same city, county, or multi -county,
election. This type of committee is not controlled
by the candidates) or officeholder(s).
General Purpose Committees
A person, entity, or organizafion that receives
contributions totaling $2,000 or more during
a calendar year to support or oppose various
candidates and measures (e.g., political parties,
political action committees).
Non -controlled committees that do not receive
contributions, loans, or miscellaneous receipts
totaling $100 or more from a single source during
a calendar year may use Form 450 — Recipient
Committee Campaign Statement— Short Fonn.
Note: Refer to the Statement of Organization,
Form 410, for guidance to determine the type of
committee.
Use the Form 460 to file any of the
following:
• Preelection Statement
• Semi-annual Statement
• Quarterly Statement
• Special Odd -Year Report
• Termination Statement
• Amendment to a previously filed statement
Note: Mark the preelection statement box if a
committee files a monthly report in connection with
a LAFCO proposal.
See reverse for general guidance on where to file
this fano.
Contribution Limits: Candidates for elective
state office are subject to state contribution limits.
Contributions received by committees for the
purpose of making contributions to candidates
for elective state office are also subject to limits.
A chart identifying the limits is located at www.
fppc.ca.gov. In addition, local candidates may
be subject to contribution limits imposed by local
ordinance. Questions concerning local limits
Should be addressed to election officials in the local
jurisdiction.
This forth was prepared by the Fair Political
Practices Commission (FPPC). For detailed
information on campaign reporting requirements
and the Information Prectices Act of 1977, see the
FPPC Campaign Disclosure Manual for your type
of committee (available from your fling officer or
the FPPC). Campaign filing deadlines, forms, and
other informational materials are available on the
FPPC website (www.fppc.ca.gov).
FPPC Form 460 (Jan/Za16)
FPPC Advice: advke@fppc.ce.eov (866/2753772)
www.fpp-.ce
Instructions for
Recipient Committee
Campaign Statement
Where to File:
In general, state committees file with the Secretary
of State and local committees file with the fling
officer of the local jurisdiction.
State Committees:
State committees include state candidates
and officeholders, all judicial candidates and
judges, committees that support or oppose state
candidates and ballot measures (e.g. PACs,
political parties), committees that support or
oppose candidates and ballot measure in more
than one county and candidates and committees
formed for CalPERS or CaISTRS elections.
Secretary of State
Political Reform Division
1500 11th Street, Room 495
Sacramento, CA 95814
Phone (916) 653-6224
Fax (916) 653-5045
www.sos.ca.gov
Additional Copies:
A copy of this form must also be filed with a state
candidate's county of domicile's fling officer, if
the stale candidate committee does not file Form
460 electronically with the Secretary of State.
A copy of this form must also be filed with a
local fling officer if the committee is controlled
by a candidate for state elective office and the
committee is formed for a local election.
A copy of this form must also be fled with
the relevant CaIPERS or CaISTRS office if
the committee is a candidate controlled or a
primarily formed committee for a CaIPERS
or CaISTRS election. A candidate seeking a
CAPERS or CaISTRS election is not required to
file a copy of the statement with the candidate's
county of domicile.
Local Committees:
Elected officers and candidates for local
agencies that have jurisdiction in two or more
counties and committees that support or oppose
candidates or local measures being voted on
in one of these jurisdictions, file an original and
one copy with the election official for the county
with the largest number of registered voters in
the district and one copy with their county of
domicile.
Elected county officeholders and candidates
for county offices, and committees that support
or oppose candidates or ballot measures being
voted on within a single county, file an original
and one copy with the election official for that
county.
Elected city officeholders and candidates for city
offices, and committees that support or oppose
candidates and ballot measures in a single city,
file an original and one copy with the city clerk.
Fast Facts:
Paper Copies: Most committees must file the
original and one copy in paper format with the
designated filing officer. Most state committees
must also file an electronic version. Some local
jurisdictions also require electronic submissions.
Electronic Filing: State committees must file
electronic reports with the Secretary of State if
the committee receives contributions or makes
expenditures totaling $25,000 or more.
General Purpose Committees: FPPC regulation
18227.5 sets out the procedures for determining
whether a committee should file with the state,
county or city elections office. In general, such
committees file with the Secretary of State unless
the committee makes more than 70% of its
contributions and expenditures in connection with a
city election or county election. The regulation sets
out review timelines and exceptions. A committee
cannot knowingly file in an incorrect jurisdiction
with the intention of avoiding the appropriate legal
disclosure to the public. Committees that change
jurisdictions file in both jurisdictions until the end of
the calendar year.
LAFCO Proposals: Committees primarily formed
to support or oppose a LAFCO proposal file this
forth with the county elections office in the county
that the proposal may be voted upon. Once a
proposal is listed on a ballot, a committee will file
as a multi -county, county or city committee.
Statement of Organization: A committee must
make certain that its Statement of Organization,
Form 410, is current and correct. This form
includes information such as a candidate's year of
election and the name of the committee's principal
officers as well as other important information
regarding the committee's formation. Information
listed on a Form 460 must be the same as that
disclosed on the Form 410.
FPPe Form 460(Jan/2016)
FPPC Advice:advice@fppaca.eov (666/275-3772)
www.fppc.ra.eov