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CSV Format for Schedule B Expenditures*

 

Each element listed below needs to be a header exactly as written.

 

committeename
committeecode
contacttype
contactfirstname
contactmiddleinitial (this column is optional)
contactlastname
contactrelationship
contactname
trustee
trustor
trustaffirmationreceived
contactaddress1
contactcity
contactstate
contactzip
contactprimaryphone
contactsecondaryphone (this column is optional)
contactemail
date
amount
checknumber
fundraiser
candidatesfunds
interest
unitemized
reverse
explanation

* click here for an example of structure and data excel

You may use this as a template, but remove the left column before using.

Each expenditure is made up of several elements and each expenditure must have the required elements.  The example spreadsheet above gives an example of correct headers and may be used as a template.  In addition, it provides a working example for each type of expenditure with the required elements provided.  The section below outlines each header (element) and whether or not it is required and when it needs a value.

committeename

Required Column - *Optional Value - Full Committee name of the payee committee.

(See IECDB Web site for current committee names listing: http://www.iowa.gov/ethics/lists/index.htm)

Use only if payee is another registered committee

committeecode

Required Column -* Optional Value - Committee code of the payee committee.

(See IECDB Web site for current committee code listing: http://www.iowa.gov/ethics/lists/index.htm

Use only if payee type is another registered committee

contacttype

Required Column - Required Value - Name of the type of payee.

(See contact types list below.)

contactfirstname

Required Column - * Optional Value- First name of the payee.

required if payee is an indivdual

contactmiddleinitial

Required Column - *Optional Value - Middle single character initial of the payee.

optional on all types

contactlastname

Required Column - * Optional Value - Last name of the payee.

required if payee is an individual

contactrelationship

Required Column - Required Value - Two digit Relationship type code of payee to candidate.  Format should be text so that this is always two digits.

(See relationship type list below.)

contactname

Required Column -* Optional Value - Name of the payee if type other than Individual or Committee.

Use only if payee is other than individual or committe

trustee

Required Column - * Optional Value - Name of trustee.

required if payee is a trust

trustor

Required Column - * Optional Value - Name of trustor.

required if payee is a trust

trustaffirmationreceived

Required Column * Optional Value- Use a Y for Yes or a N for No as the value.

required if payee is a trust

contactaddress1

Required Column - Required Value - Mailing address of expenditure.

required on all types

contactcity

Required Column - Required Value- City name of expenditure’s residence.

required on all types

contactstate

Required Column - Required Value - State of residence of the expenditure. Must be state abbreviation code. Example: IA or NE

required on all types

contactzip

Required Column - Required Value - Zip code of the residence of the expenditure. Can be 5 digit zip or a 9 digit zip separated with a - Example: 50156 or 50156-1478

required on all types

contactprimaryphone

Required Column - * Optional Value

value is not required

contactsecondaryphone

Optional Column - Optional Value

not required by any type

contactemail

Required Column - * Optional Value - Full valid email address. Example: ContactName@aol.com

format must be correct if used. Optional for all types

date

Required Column - Required Value - Must be entered in MM/DD/YYYY format

required on all types

type

Required Column - Required Value - Name of the type of expenditure.

(See expenditure types list below.)

amount

Required Column - Required Value- Do not use any special characters other than a decimal.  Do not use currency formatting.

do not use $ or other characters

checknumber

Required Column - * Optional Value - Required if expenditure is another committee

required by committee type payee

explanation

Required Column - * Optional Value- Value should be the description of the transaction. Free form text can have any data as value.

not required by most expenditure types, but generally a good idea

* NOTE: Some optional value columns are only optional when certain other optional columns have value. Also, some required value columns may only be required when other optional columns are used. The following shows the different options.

Contact Types List

Individual (use this for single persons)
Organization (use this for committees only, requires committee id as well)
Trust (use this if expenditure is to a trust and fill out required trustee/trustor information)
Vendor (use this for organizations that do not have a commmittee id)
Misc (use this for un-itemized expenditures)


Relationship Type Codes and Descriptions

01 None
02 Spouse
03 Child
04 Parent
05 Brother
06 Sister
07 Half-brother
08 Half-sister
09 Grandchild
10 Grandparent
11 Uncle
12 Aunt
13 Nephew
14 Niece
15 Great-grandparent
16 Great-grandchild
17 Stepchild
18 Stepmother
19 Stepfather
20 Mother-in-law
21 Father-in-law
22 Stepbrother
23 Stepsister
24 Brother-in-law
25 Sister-in-law
26 Stepgrandchild
27 Stepgrandparent
28 Stepuncle
29 Stepaunt
30 Stepnephew
31 Stepniece
32 Stepgreat-grandparent
33 Stepgreat-grandchild
34 Self
35 Father
36 Mother

Expenditure Types List

Advertising
Bank Charges
Campaign Merchandise
Charitable Contributions
Civil Penalty, Hearing Cost
Constituency Expenses
Consultant Services
Debt Forgiven
Dissolution Distribution
Fund-Raiser (Attended)
Fund-Raiser (Holding)
Gifts or Meals for Volunteers
HQ Expenses
Interest on Loan
Loans Forgiven
Meals Reimbursement
Mileage
Miscellaneous or Unitemized
Office Equipment
Office Holder Expenses
Office Supplies
Other Expenditure
Photography
Political Contribution
Postage, Shipping, Delivery
Printing & Reproduction
Professional Fees
Reverse Transaction
Salary & Gratuity
Travel