The "Export E-Filed FPPC Form 460 - 496 - 497 - 461 - 465 transactions by year to Excel" download contains the e-filed transactions within the year selected from the drop-down. It is important to note the download covers the transactions in that year and not for filings in that year. Transactions from Paper filings will not be represented here. Each transaction in a specific filing will have a unique transaction ID which should be the same for the life of that transaction. If that filing is amended, the transaction ID should be the same in the amended version. The transaction ID is assigned by the vendor who provided the e-filing to the free e-filing system. Since the free e-filing system can accept a valid e-filing from any third party software provider, the data contained in the e-filing may be valid in its data layout, but contain errors in the disclosed information. It is up to each filer to verify their filing is correct, both in data layout and in disclosed information, before e-filing. "Export Amended" contains the most recent versions of a filed transaction. It will only show the latest version of that transaction and not the previous iteration of the transaction. So if an original filing contained a transaction, then an amendment to that original filing was filed, only the amended version of the transaction will be shown. "Export All" contains the original and amended versions of the transaction. Unlike the export amended report above, the Export All will show all transactions from the original filing as well as the amended report. Each report has a separate tab at the bottom of the page for each of the transaction types for the FPPC Forms that are e-filed: FPPC forms 460 (Summary page, schedules, A, B1, B2, C, D, E, F, G, H and I), 496, 496 part 3, 497, 465 part 3, and 461 part 5. Click each tab to see their respective transactions. ------------------------------------------------------------------------------------------------ Headings. The heading of each report consist of the raw e-filing data representation of the data shown. Unless one is familiar with the CAL 2.01 e-filing specification, it may be a bit daunting to read the data. Below is a brief description of what the headings represent. Some form types may contain only some of the data that other forms contain. For a complete list of all data types, refer to the latest California Secretary of State E-Filing specifications, v2.01 from the CA SoS website: http://tinyurl.com/CALSPEC201 ------------------------------------------------------------------------------------------------ Filer_ID The FPPC Filer ID associated with the filer of the report that contained the transaction. Filer_NamL Name of filer of the report that contained the transaction. Report_Num Sequence of the filing. 000 is an original filing, 001 is the first amendment, 002 second, etc. Rpt_ID_Num Report Number on F465, F496, F497 & F498. Committee_Type Three letter abbreviation describing the filer type: CAO - Candidate/Office-holder (F460, F465, F470, F496, F497, F470S) CTL - Controlled Committee (F460, F465, F496, F497, F410, F495) RCP - Recipient Committee (F425, F450, F460, F465, F496, F497, F410, F495) SMO - Slate Mailer Organization (F401, F498, F400, F402) BMC - Ballot Measure Committee (F450, F460, F465, F496, F497, F410, F495) MDI - Major Donor/Ind Expenditure (F461, F465, F496, F497) Rpt_Date Date the report was created or filed. From_Date If applicable, the start date of the reporting period covered by the report. Thru_Date If applicable, the end date of the reporting period covered by the report. Date_Thru End-date of date range for Items received (Form 497) Elect_Date If applicable, the election date associated with the filer of the report. tblCover_Office_Cd Office name associated with the filer on cover page of 460. tblCover_Offic_Dscr Office description associated with the filer on cover page of 460. Rec_Type Type of record: RCPT - Receipt EXPN - Expenditure DEBT - Payable LOAN - Loans SMRY - Summary page totals S496 - FPPC Form 496 transaction S497 - FPPC Form 497 transaction Form_Type Schedule where the transaction is found. Tran_ID Unique transaction ID for the transaction. Entity_Cd Type of entity the transaction is related to: COM - Committee RCP - Recipient Committee IND - Individual OTH - Other PTY - Political Party SCC - Small Contributor Committee Tran_NamL, Payee_NamL, Lndr_NamL, Enty_NamL Last name or name on transaction. Tran_NamF, Payee_NamF, Lndr_NamF, Enty_NamF First name on transaction (IND only). Tran_NamT, Payee_NamT, Lndr_NamT, Enty_NamT Prefix of name on transaction (IND only). Tran_NamS, Payee_NamS, Lndr_NamS, Enty_NamS Suffix of name on transaction (IND only). Tran_Adr1, Payee_Adr1, Loan_Adr1, Enty_Adr1 Address line #1 of entity on transaction. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Tran_Adr2, Payee_Adr2, Loan_Adr2, Enty_Adr2 Address line #2 of entity on transaction. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Tran_City, Payee_City, Loan_City, Enty_City City of entity on transaction. Tran_State, Payee_State, Loan_State, Enty_State State of entity on transaction. Tran_Zip4, Payee_Zip4, Loan_Zip4, Enty_Zip4 ZIP+4 of entity on transaction. Tran_Emp, Ctrib_Emp Employer of IND types. Tran_Occ, Ctrib_Occ Occupation of IND types. Tran_Self, Ctrib_Self Is entity self employed? Y or N. Tran_Type Transaction Type: F = Forgiven Loan I = Intermediary R = Returned (Negative Amount?) T = Third Party Repayment X = Transfer Expn_Code Three character code representing expenditure types: CMP - campaign paraphernalia/miscellaneous CNS - campaign consultants CTB - contribution CVC - civic donations FIL - candidate filing/ballot fees FND - fundraising events IND - independent expenditure supporting/opposing others LEG - legal defense LIT - campaign literature and mailings MBR - member communications MTG - meetings and appearances OFC - office expenses PET - petition circulating PHO - phone banks POL - polling and survey research POS - postage, delivery and messenger services PRO - professional services (legal, accounting) PRT - print ads RAD - radio airtime and production costs RFD - returned contributions SAL - campaign workers salaries TEL - T.V. or cable airtime and production costs TRC - candidate travel, lodging and meals TRS - staff/spouse travel, lodging and meals TSF - transfer between committees of the same candidate/sponsor VOT - voter registration WEB - information technology costs (Internet, e-mail) Tran_Date, Exp_Date, Date of transaction. Tran_Date1 Date of transfer. Tran_Amt1, Amount Amount of transaction. Tran_Amt2, Cum_YTD Cumulative amount received from entity shown on report. Tran_Dscr, Expn_Dscr Description of transaction. Expn_ChkNo Check number on expenditure. Beg_Bal Debt Outstanding balance at beginning of this period. Amt_Incur Debt Amount incurred this period. Amt_Paid Debt Amount paid this period. End_Bal Debt Outstanding balance at close of this period. Cmte_ID If entity is a committee, the committee ID is shown here. Tres_NamL Certain types of transactions require the Treasurer Last name. Tres_NamF Certain types of transactions require the Treasurer First name. Tres_NamT Treasurer name Prefix. Tres_NamS Treasurer name Suffix. Tres_Adr1 Treasurer Address line #1. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Tres_Adr2 Treasurer Address line #2. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Tres_City Treasurer City. Tres_State Treasurer State. Tres_Zip Treasurer ZIP+4. Intr_NamL, Agent_NamL Intermediary's/Transfer/Agent Last name. Intr_NamF, Agent_NamF Intermediary's/Transfer/Agent First name. Intr_NamT,Agent_NamT Intermediary's/Transfer name Prefix. Intr_NamS Intermediary's/Transfer/Agent name Suffix. Intr_Adr1 Intermediary's/Transfer Address line #1. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Intr_Adr2 Intermediary's/Transfer Address line #2. (viewable only by obtaining report at the Kiosk of the filing authority and not on the public portal) Intr_City Intermediary's/Transfer City. Intr_State Intermediary's/Transfer State. Intr_Zip4 Intermediary's/Transfer ZIP+4. Intr_Emp Intermediary's/Transfer employer. Intr_Occ Intermediary's/Transfer occupation. Intr_Self Intermediary's/Transfer self employed? Y or N. Cand_NamL Candidate Last name. Cand_NamF Candidate First name. Cand_NamT Candidate name prefix. Cand_NamS Candidate name suffix. tblDetlTran_Office_Cd Three letter abbreviation for Office candidate is seeking: Statewide Offices GOV - Governor LTG - Lieutenant Governor SOS - Secretary of State CON - State Controller ATT - Attorney General TRE - State Treasurer INS - Insurance Commissioner SUP - Superintendent of Public Instruction SPM - Supreme Court Justice State District Offices SEN - State Senator ASM - State Assembly Person BOE - Board of Equalization Member PER - Public Employees Retirement System APP - State Appellate Court Justice City, County and Local Offices ASR - Assessor BED - Board of Education BSU - Board of Supervisors CAT - City Attorney CCB - Community College Board CCM - City Council Member COU - County Counsel CSU - County Supervisor CTR - Local Controller DAT - District Attorney MAY - Mayor PDR - Public Defender PLN - Planning Commissioner SHC - Sheriff-Coroner SCJ - Superior Court Judge TRS - Local Treasurer Miscellaneous / Other OTH - Other tblDetlTran_Offic_Dscr Description of office sought. Juris_Cd Three letter abbreviation of Office Jurisdiction: STW=Statewide SEN=Senate District ASM=Assembly District BOE=Board of Equalization District CIT=City CTY=County LOC=Local OTH=Other Juris_Dscr Jurisdiction description when office code is CIT, CYT, LOC or OTH. Dist_No District Number for Candidate. Off_S_H_Cd Office Sought or held? S or H. Bal_Name Ballot measure name. Bal_Num Ballot measure number. Bal_Juris Ballot measure jurisdiction. Sup_Opp_Cd Is Ballot measure supported or opposed? S or O. Memo_Code Is this transaction a memo entry? (Only here for informational purposes and not counted toward any dollar value)? X=yes, blank=No. Memo_RefNo The tran_ID of the Text file that is associated with the transaction (not shown in download, only on PDF of filing). BakRef_TID Tran_ID of parent transaction of this child transaction. Generally used on intermediary types of transactions. XRef_SchNm Referenced schedule where parent transaction can be found (Schedule name). XRef_Match Related item on other Schedule has same Tran_ID. X=Yes, blank=No. Loan_Rate Rate of loan. Int_CmteId Committee Id for Transfer or Intermediary transaction (Required when Tran_Type = X). G_From_E_F Schedule G transaction coming from a schedule E or F of form 460. EmplBus_CB Employer / Business information included, X=Yes, blank=No. Bus_Name Name of Employer / Business. Bus_Adr1 Address line #2 of Employer / Business. Bus_Adr2 Address Line #2 of Employer / Business. Bus_City City of Employer / Business. Bus_ST State of Employer / Business. Bus_ZIP4 ZIP+4 of Employer / Business. Bus_Inter Interest of Employer / Business. BusAct_CB Employer / Business activity included, X=Yes, blank=No. BusActvity Employer / Business activity description. Assoc_CB Association Interest activity included, X=Yes, blank=No. Assoc_Int Association Interest description. Other_CB Other entity interest included, X=Yes, blank=No. Other_Int Other entity interest description.