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FEC Form 3 - Schedule A - Line 11a,11b,11c,11d

Article ID: 669
Last updated: 16 Feb, 2010

Schedule A - Receipts

Schedule A details all of your itemized contributions.  On the detailed summary page, Schedule
A supports lines 11 through 16.  Below, listed line-by-line, are the types of contributions that can
be received and how the data entry for that type needs to be done.

Cash/Check/Credit Card Contributions from Individuals
This is the most basic entry that can be made.
 
1)  On the contributor’s Master Edit screen, fill out the Mailing Information,
Employer, and Occupation fields.  Check to make sure that the Record
Type is set to Individual.
2)  Create a new Contribution Record and enter the Date, Amount, and Period. 
Make sure that the Contribution Type is set to Receipt.

Cash/Check/Credit Card Contributions from Partnerships 
FEC regulations state that contributions from Partnerships must show how much each Individual
partner gave in relation to how much the Partnership gave.  To do this, the Receipt is created in
the Partnership’s Contribution Record and Memos are created in the Individual partner’s
Contribution Records.  The Receipt and the Memos are then linked together by the Partnership’s
Voter ID and the Individual’s Contribution Record’s Contact field, as well as by the Check #’s
in all the Contribution Records.
[Partnership’s Voter ID]<->[Individual’s Contact]
[Partnership’s Check #]<->[Individual’s Check #] 
 
Partnership
1)  Open the Partnership’s Master Edit screen and fill out the Mailing
Information.  Check to make sure that the Record Type is set to Partnership. 
In the Voter ID field, enter a unique sequence of letters and number.  This
will be used to link the Memos back to the Partnership.
2)  Create a new Contribution record and enter the Date, Amount, and Period. 
Make sure that the Contribution Type is set to Receipt.  The Check # field
must be filled in.  If there is no check number, make one up.  Remember, it
must be different from any other check number in this Partnership’s
Contribution subfile. 
 
Individual Partners
1)  Open the Partner’s Master Edit screen and fill out the Mailing Information,
Employer, and Occupation fields.  Check to make sure that the Record
Type is set to Individual.
2)  Create a new Contribution Record and enter the Date,  Amount that this
partner gave, and Period.  The Contribution Type will need to be changed
from  Receipt to Memo.  In the Note field, enter “PARTNERSHIP”.  In the
Check #, enter the same check number that you entered into the Partnership
Contribution Record’s Check  #.  In the Contact field, enter the unique
sequence of letters and numbers you entered into the Partnership’s Voter ID.

Earmarked Contributions (Directed)
A directed earmarked contribution is a contribution that the contributor gives to a conduit or
intermediary entity that then decides where the money will go, or has control or direction over
the money in some other way.  The conduit has somehow directed the money.
 
Directed earmarked contributions are counted against both the Individual’s and the Conduit’s
election cycle to date limits.  
 
To properly link an Individual’s earmarked contribution to the conduit Committee, the conduit’s
Voter ID and the Individual’s Contribution Record’s Contact field must be linked.
 
 [Conduit’s Voter ID]<->[Individual’s Contact] 
 
Conduit
1)  On the conduit’s Master Edit screen, fill out the Mailing Information and Record
Type.  In the Voter ID field, enter a unique sequence of letters and number.  If the
conduit is a PAC or Candidate Committee, you must enter the committee’s proper
FEC ID number.  This will be used to link the Memos back to the Partnership. 
 
 
 
Individual
1)  On the contributor’s Master Edit screen, fill out the Mailing Information,
Employer, and Occupation fields.  Check to make sure that the Record Type is set
to Individual.
2)  Create a new Contribution Record and enter the Date, Amount, and Period.  The
Contribution Type will need to be changed from Receipt to Earmarked(Receipt). 
In the Contact field, enter the conduit’s Voter ID.

Earmarked Contributions (Non-Directed)
A Non-Directed earmarked contribution is a contribution that the contributor directs to a specific
candidate through an intermediary or conduit.  This could happen if an employee makes a
contribution to his company PAC and tells instructs the PAC to then make a contribution to a
candidate.  In this case, that PAC has acted only as a conduit for the employee, and has in no
way directed the funds.  The overwhelming majority of earmarked contributions are Non-
Directed.
 
Non-Directed earmarked contributions are only counted against the Individual’s election cycle to
date limit, not the conduit’s.  However, the election cycle to date total of earmarked contributions
going through a particular candidate is reported.  This total will appear in the automatically
generated conduit Memo entry.
To properly link an Individual’s earmarked contribution to the conduit Committee, the conduit’s
Voter ID and the Individual’s Contribution Record’s Contact field.
 
 [Conduit’s Voter ID]<->[Individual’s Contact] 
 
Conduit
2)  On the conduit’s Master Edit screen, fill out the Mailing Information and Record
Type.  In the Voter ID field, enter a unique sequence of letters and number.  If the
conduit is a PAC, you must enter the PAC’s proper FEC ID number.  This will be
used to link the Memos back to the Partnership. 
 
Individual
3)  On the contributor’s Master Edit screen, fill out the Mailing Information,
Employer, and Occupation fields.  Check to make sure that the Record Type is set
to Individual.
4)  Create a new Contribution Record and enter the Date, Amount, and Period.  The
Contribution Type will need to be changed from Receipt to Earmarked(Non-
Directed).  In the Contact field, enter the conduit’s Voter ID. 
 
 
InKind Contributions
An InKind contribution is a non-monetary contribution, such as goods or services that have a
monetary value attached to it.  InKind contributions are subject to the same contribution limits
allowed by the FEC and must be applied to the nearest upcoming election.  InKind contributions
cannot be redesignated.
 
For example: An individual provides the printing and postage for invitations to your pre-primary
cocktail reception.  The printing and postage would normally have cost your committee $1,000. 
The individual has made a $1,000 InKind contribution for the Primary election.  Furthermore, if
this individual had previously donated $250 for the Primary, this InKind contribution has now
exceeded the $1,000 limit.  Any amount over the limit will have to be refunded or reattributed,
but the InKind cannot be redesignated.
 
Due to its non-monetary nature, InKind contributions do not effect your cash on hand. 
Campaign Manager will automatically balance the InKind contribution on Schedule A with an
InKind itemization on Schedule B.  It is not necessary for you to enter a Disbursement Record to
manually balance the transaction.
 
InKind contributions from Individuals are entered exactly the same as normal contributions from
Individuals, except that the Contribution Type will be changed from a Receipt to an In-Kind. 
InKind contributions from Partnerships are entered exactly the same as normal contributions
from Partnerships, except that the Contribution Type in the Partnership’s Contribution Record
will be changed from a Receipt to an In-Kind. 
 
 
Reattributions
When a contributor’s donations go over the contribution limit set by the FEC, one of the options
to deal with the surplus money is to reattribute it to the contributor’s spouse.  This is done in
Campaign Manager with a series of three transactions:  the original Receipt contribution from the
Individual, a negative Reattribution Memo contribution in the Individual’s record, and a positive
Memo contribution in the spouse’s record.  These three transactions are linked by the Check #
field in all three records.
 
 [Contributor’s Receipt Check #]<->[Contributor’s Reattribution Memo Check #]<->[Spouse’s
Reattribution Check #] 
 
Contributor
1)   On the contributor’s master edit screen, fill out the Mailing Information and the
Employer and  Occupation fields.  Check to make sure that the Record Type is set
to Individual.
2)  Create a new Contribution Record and enter the Date, total Amount, and Period. 
Make sure that the Contribution Type is set to Receipt.  Enter the check number into
the Check # field.
3)  Create a new Contribution Record and enter the Date and Period.  The Amount will
be a negative entry in the amount that needs to be reattributed.  The Contribution
Type will need to be changed from Receipt to Reattribution Memo.  In the Note field
enter “REATTRIBUTION TO SPOUSE”.  Enter the same check number into the
Check # field. 
 
Contributor’s Spouse

1)  On the spouse’s master edit screen, fill out the Mailing Information and the
Employer and  Occupation fields.  Check to make sure that the Record Type is set
to Individual.
2)  Create a new Contribution Record and enter the Date and Period.  The Amount will
be the amount that the contributor has exceeded the FEC limit by.  The Contribution
Type will need to be changed from Receipt to Memo.  In the Note field enter
“REATTRIBUTION FROM SPOUSE”.  Enter the same check number into the
Check # field.

Redesignations
When a contributor’s donations go over the contribution limit set by the FEC, one of the options
to deal with the surplus money is to redesignate it towards the next election (from the primary
election to the general election for example).  This in done in Campaign Manager with a series of
three transactions:  the original Receipt contribution, a negative Redesignation FROM Memo
contribution, and a positive Redesignation TO Memo contribution.  These three transactions are
linked by the Check # field in all three records.
 
 [Receipt Check #]<->[Redesignation FROM Memo Check #]<->[Redesignation TO Memo
Check #]
 
1)  On the contributor’s master edit screen, fill out the Mailing Information and the
Employer and Occupation fields.  Check to make sure that the Record Type is set
to Individual.
2)  Create a new Contribution Record and enter the Date, total Amount, and Period. 
Make sure that the Contribution Type is set to Receipt.  Enter the check number
into the Check # field.
3)  Create a new Contribution Record and enter the Date and Period.  The Amount will
be a negative entry in the amount that needs to be redesignated.  Make sure that the
Contribution Type is changed from Receipt to Redesignation FROM Memo.  Enter
the check number into the Check # field.
4)  Create a new Contribution Record and enter the Date  and the Amount  to be
redesignated. The period must be different from the period entered on the previous
two contribution records.  Make sure that the Contribution Type is changed from
Receipt to Redesignation TO Memo .  Enter the check number into the Check # field.

Returned Checks
In the unfortunate circumstance that a contributor’s check is returned due to insufficient funds,
the lack of money must be reflected in Campaign Manager.  This is entered exactly like a normal
contribution from the Individual, except that the Amount field will be negative.  If the original
contribution has already been reported to the FEC, you must also place “ITEMIZE” in the Note
field.

All Transaction Types
All transaction types for Line 11b are done exactly the same as Line11a, except that the Record
Type on the Master Edit Screen must be set to Political Party Committee.


All Transaction Types
All transaction types for Line 11c are done exactly the same as Line11a, except that the Record
Type on the Master Edit Screen must be set to Authorized Committee, Candidate Committee, or
PAC.

All Transaction Types
All transaction types for Line 11b are done exactly the same as Line11a, except that the Record
Type on the Master Edit Screen must be set to Candidate.

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Article ID: 669
Last updated: 16 Feb, 2010
Revision: 1
Views: 1794
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