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HomeMy WebLinkAboutElection Info: David SchieberCity of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 flax) December 17, 2002 Committee to Elect David Schieber as Municipal Judge John L. Farrell, Treasurer 1371 East Main Street Ashland, OR 97520 I have examined your Post-Election contribution and expenditure report for the General Election of November 5, 2002 and found the following: Your committee report is sufficient. If you have any questions regarding this examination letter, or need assistance with ~Ihe reporting forms, please feel free to contact my office. City Recorder/Treasurer Summary Statement of Contributions and Please type or print legibly in black ink. Expenditures PC I Rex'. 12/01 Page 1 of 2 Candidate or Political,,.Committee Name (use full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city,~ate, zip code): Treasurer's Na~~~ I Telephone Number (day): Co~iuee ID Number: ~ Co~ittee T~e, Measure Number or Office: I ~ Original ~ Prima~ 20 ~ General 20 ~ Other ~ Amendment ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS 1. Cash Contributions f '2- V~~-- ~ (Accounting Period Total from PC 2) / % ~ 2. Loans Received (Non-Exempt) (Accounting Period Total from PC 2) + -'-"~ + ~ 3. Total Cash Contributions (lines 1+ 2) 4. In-Kind (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines 3 + 4) : 24)C:7 / EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) (Accounting Period Total from PC 3) 8. Total Cash Expenditures (lines 6 + 7) 9. In-Kind (Accounting Period Total from PC 2) 10. TOTAL EXPENDITURES (lines 8 + 9) CASH BALANCE 11. Beginning Cash Balance (Ending Cash Balance from previous report) 12. Total Contributions (line 5) //q¢ + 13. Other Receipts + (Accounting Period Total from PC 4A) ~ 14. Loans Received (Exempt) + (Accounting Period Total from PC 4A) ~ 15. CONTRIBUTION SUBTOTAL (lines 11+12+13+14) = / ~~_.~ / 16. Total Expenditures (line 10) Other Disbursements (Accounting Period Total from PC 4B) 17. 18. Loan Payments (Exempt) (Accounting Period Total from PC 19. EXPENDITURE SUBTOTAL (lines 16 + 17 + 18) 20. ENDING CASH BALANCE (line 15 minus line 19) FOR OFFICE USE ONLY PC 1 Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 2 of 2 Candidate or Political Committee Name' Committee ID Number: ~] Original [--] Primary 20 [--] General 20 ~] Other F-~ Amendment E~] 1st Pre-election [-] 2nd Pre-election [~Post-election F-~ September Supplemental LOAN SUMMARY 21. Beginning Outstanding Loans~ FOR OFFICE USE ONLY (Total Outstanding Loans from previous report) 22. Loans Received (Non-Exempt) (line 2) + 23. Loans Received (Exempt) + (line 14) 24. LOANS RECEIVED SUBTOTAL = /'ax (lines 21 + 22 + 23) (J 25. Loan Payments (Non-Exempt) (line 7) O 26. Loan Payments (Exempt) + (line 18) 27. Forgiven Loans + (Total loans forgiven during this accounting period) 28. LOAN PAYMENT SUBTOTAL = //5') (lines 25 + 26 +27) 29. TOTAL OUTSTANDING LOANS = (line 24 minus line 28) PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures ..~ (line 36 of previous report) ~'~ ~ ~-~' 31. Personal Expenditures + t.--'-,,.---~ (Accounting Period Total from PC 3A) ~c)~/' 32. PERSONAL EXPENDITURE SUBTOTAL ~-~ ~ O / (lines 30 + 31) = (_7) ~ 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures (Total personal expenditures forgiven this acctg, period) + ~/{~5) ~ ~ 3s. nmsE mm St TOTA (lines 33 + 34) = ~ ~) 2' ~ 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) = / ~2- V ~' FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) I '~ ~f 38. Accounts Receivable (Accounting Period Total from PC 5) + 39. SUBTOTAL (lines 37 + 38) = / ~ V ,-~'" 40. Total Outstanding Loans (line 29) C~'..- 4,- ~, 41. Outstanding Personal Expenditures 1 ~' a (line36) + / '~_.~~ 42. Accounts Payable + (Accounting Period Total from PC 6) k.~ 43. SUBTOTAL (lines 40 + 41 + 42) = ] ~ r7 44. BALANCE/DEFICIT = CO (line 39 minus line 43' indicate + or - balance) I, ~5'~t~)}--) }%,) & fL'-A ~ }O,.. ~/../~... (name of candidate or treasurer), hereby certify that the above statement and the attached supporting reports are tree and correct. Signature of~didate or treasurer Date signed PC 3A Personal Expenditures for Reimbursement Candidate or Political Committee Name: Committee ID Number: biff 1,,/) ~ ~'.~.,. ~ };~:Z7 ~-1~-~'~ Page / of Election: [--] Primary 20 [--] General 20 I--'] Other Report: ['-] 1st Pre-election r'-] 2nd Pre-election .~Post-election I-'] September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Advertising B Broadcast Advertising (Radio, TV) 0 Other Advertising (yard signs, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Surveys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $50) I Interest Payment U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Advertising Amount of Line # Date Payee's Name Purpose Expenditure 3. $ 4. $ 5. $ 6. $ 7. $ 8. ~0~ $ 9. $ lO. $ Page Total Accounting Period Total (Complete only for last page and See ~.r.7 ~-"C) transfer this amount to the Summa]~ St, tgi 1.) Instructions Personal Expenditures $.~ / "---,.--'~,-"7~'~:~ent' PC on Back and Personal Expenditures $ _ in Campaign ~ Enter on Summao' Statement, Linc 3 I Finance ~'~ Manual ,7 ~ PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: vlo 2 / / Election: ~ Prima~ 20 ~ General 20~ ~ Other Repo~: ~ 1st Pre-election ~ 2nd Pre-election ~Post-election ~ September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: Contributor Type CODE 2: Contribution Type B Business Entity CA Cash C Political Co~ittee (includes business and union PACs) CO Cosigner Obligation F Candidate's I~ediate Family (includes candidate) IK In-Kin~d I Individual LR Loan Received L Labor Organization O Other P Political Pa~ Co~i~ee Amount of In-Kind Purpose Line ~ Name and Address of Contributor Contribution (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Code '~ I Code 2 Date Received Commi~ee's I~, or Description if Code 1 is "0" Aggregate ' / / 3. $ 4. $ $ Page Totals (Add all amounts with the same Accounting Period Totals (Complete only for last page and See contribution ~e. Do not include ag~egates.) transfer these amounts to the Sum~a~ Statement, PC 1 .) Instructions on Back and Cash (CA) $ / g C Cash (CA) $ ) ~ ~ in Campaign Enter on Suma~ Statement, Colum A, Line 1 Finance In-Kind (IK) $ ~2 ~O~ In-Kind (IK) $ ~C~2~ Manual Enter on Su~a~ Statement, Colum A, Lines 4 and 9 Loans Received (LR) $ Loans Received (LR) $ PC 2 Enter on S~ Statement, Colum A, Line 2 City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) ~oa3.,*~ - ~, c%?e City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (far) December 10, 2002 Committee to Elect David Schieber as Municipal Judge John L. Farrell, Treasurer 13 71 East Main Street Ashland, OR 97520 I have examined your Post-Election contribution and expenditure report for the General Election of November 5, 2002 and found the following: Your committee report is not sufficient in the following way(s): le Summary Statement of Contributions & Expenditures Form# Line# PC 1 6 through 10 a. Cumulative totals for this election do not match previous submitted reports. b. Lines 16, 19, 20: Cash balance totals need to be corrected. c. Lines 33 through 44:PC3 not included with report for amount listed on line 33, PC2 not included with report for amount listed on line 34. Reminder: Line 44 (Balance/Deficit) must equal zero before committee can be considered closed. You must either show contributions for expenditures listed or list as forgiven personal expenditures. You can list these expenditures on a PC3 and if they are personal expenditures to be forgiven use PC2 to show as Type 1 with purpose listed as "forgiven personal expenditures." All requested information on this exam letter must be submitted by December 17, 21}02 to avoid penalties. For your convenience, I have enclosed a copy of your original report that indicates m'eas where correction is needed and additional reporting plus forms that may be needed. If you have any questions regarding this examination letter, or need assistance with t]ae reporting forms, p~eel free to contact my ~ffice. City Recorder/Treasurer ?' Summary Statement of Contributions and Expendiitures ,. ; , Please type or print legibly in black ink. . Page..2 of 2 Candidate or Political committee Name: ................. Committee i!D Numb'er: ., , , ................... "'i--] Original [--] Primary 20 [--] General 20 ['-'] Other F-] Amendment r-] i st Pre-election [--] 2nd Pre-election ~ Post-election F-] September Supplemental ................................... LOAN SUMMARY ............. FOR C)FFICE USE ONLY 211 Beginnin~'(5'Ut~'tanding Loans (Total Outstanding Loans from previous report) 22. Loans Received (N°n-l~empt) ...... (line 2) + -53. Loans Receive~l (ExemPt) ............ (line 14) + 24. LOANS RE'cEIVED SUBTOTAL .................. (lines 21 + 22 + 23) = "'2.5.' £°dn PaYmentS (Non-Exempt) ......... (line 7) .... ~... "26. Loan PaYments (ExemPt) (line 18) + '27. Forgiven Loans " + (Total loa.ns forgiven during this accounting period! ..... ~.~ . 28. LOAN PAYMENT SUBTOTA~ " = O (lines 25 + 26 +27) 29. TOTAL OUTSTANDING LOANS (line 24 minus line 28) = ~.~ ..... PERSONAL ikXpEND'ITORE SUMMARY '30. Beginning Outstandiiqg personal Expend{iures " (line 36 of previ,ous repo,rt.) ........ fi2 2/ff ~ ,, "31".' pers°nal Expenditures (Accounting Period Total from PC 3A) + ff~V .'5-' ~ 321 PERSON'XI~ EXPENDITURE SUBTOTAL ...... r2.' (lines30+31) = ff'~O...., ~ v/ "33.' Personal Experiditure Reimbursements....... .-, (Total expenditures on PC 3 with purpose code R) i 2-- V ~ '('~?' ........... 341' Forgiven perSonal Expenditures o 'Y (Total personal expenditures forgiven this acctg, period) + ~ <:7 2. -O- ")5'. REIMBURS'EMElqT '~;UBTOTAL ...... .-. (lines 33 + 34) = ~'~> O '~ ~3'~"--'2 36. OUTSTANDING PERSONAL EXPI~NDITU~di;S ........ (line 32 minus line 35) = 0 5'~ C,.~. C ...... FINiNClAL STATUI~"A~; CLOSE 0F ACC0[INTING PERIOD '37'. Ending C~sh' Balaiic¢ ............ (line 20) (~ ,5~'15-5 5/ 381 Accounts Receivable .............. + (Accounting Period Total from PC 5) "'39'. gUBTOT'AL ............ (lines 37 + 38) ...... =... 0 5':4 ~f F~.; f_> '] 40. Total OUtstanding Loans (line 29) ~ 4'1'. 0'utktandlng'persrna[ Expenditures' " (line 36) + C) O ?~ (, ~. O 42'. Acrisuhts"payable (Accounting Period Total from PC 6) + {3'i' SUBTOTAL .............. (lines 40 + 41 +42) = C~ :4. I~ALANCE/D~F~ClT ............ (line 39 minus line 43' indicate + or- balance) = O ~5'/~ if7 ..... t_~{~"~ ~ ,~/~ ~i~ ~ ~ (name of candidate or treasurer), hereby certify that the above atement and the attached supporting reports are tree and correct. _,nalurc~'C:lndidale (~r lrea,<uror ~ Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page I of 2 ...... Candidate or Political Committee Name (use full name): Dh-t/9 0 Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code)' Treasurer's N~it,tne: Telephone Number (day): Committee ID Number: Committee Type, Measure Number or Office: [--] Original I-'-] Primary 20 [~] General 20 [-J Other r'-'] Amendment l-'] l st Pre-election [-] 2nd Pre-election [~Post-election [--] September Supplemental mis a4::u tJL^ vs,o,^Ls ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS I. Cash Contributions eg'r2 ~'? (Accounting Period Total from PC2) ~ / e Z -- ';"' ,_~ 3 2. Loans Received (Non-Exempt) (Accounting Period Total from PC 2) + I~ + C~ , , , . 3. Total Cash Contributions ~"7 "'---" = t'-"'" (lines 1+ 2) = q/ ~ 3 .~ 3 OS 4. In-Kind (Accounting Period Total from PC 2) + t~ + 5. TOTAL CONTRIBUTIONS 157 ~ ~;> (lines3+4) = ~I O 3 = ~V~ EXPENDITURES 6. Cash ExPenditures _.~-~_~'~l~6- (Accounting Period Total from PC 3) ~'V 6,b 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) ~ 8. Total Cash Expenditures (lines 6 7) ~1'7' Lb"-O ~-' ' 9. In-Kind (Accounting Period Total from PC 2) + i~ + 10. TOTAL EXPENDITURES .~--~.d (lines 8 + 9) = ~V ----- =.-~/. ../~, CASH BALANCE l 1. Beginning Cash Balance " (Ending Cash Balance from previous report) / J V f~) FOR OFFICE USE ONLY 12. Total Contributions ~"? ' (line 5) + 27/ / 13. Other Receipts (Accoun[ing Period Total from PC 4A) + {255I 14. Loans Received(Exempt) (Accounting Period Total from PC 4A) + 15. CONTRIBUTION SUBTOTAL .~ (lines 11 * 12 * 13 + 14) = ..~'2~ ~ 3 C>'P '16. Total Expenditures ~ (line 10) 5'-7..5 (..-', . 17. Other Disbursements + (Accounting Period Total from PC 4B) , - . 18. Loan Pavments (Exempt) (Accounting Period Total from PC 48) ,. , 19. EXPENDITURE SUBTOTAL : ~ 5 (lines 16 * 17 + 18)~- · 20. ENDING CASit BALANCE PC' Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 1 of 2 Candidate or Political Committee Name (use full name): MailingAddress as it Appears on Statement or Organization (street, route or box number, city, state, zip code}: Treasurer's N~q.me: Telephone Number (day): Committee ID Number: Committee Type, Measure Number or Office: I--] Original [--] Primary 20 [--] General 20 I-] Other [-] amendment U 1st Pre-election [~ 2nd Pre-election [~i]'Post-election I"-~ September Supplemental ,, A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS , 1. Cash Contributions g)"'2 (Accounting Period Total from PC2) ~ / ~ ~ ~ ~5"'3 2. Loans Received (Non-Exempt) + O + O (Accounting Period Total from PC 2) 3. Total Cash Contributions tO'7 4. In-Kind (Accounting Period Total from PC 2) + O + 5. TOTAL CONTRIBUTIONS ~ ¢'~ (lines3+4) -- '2'7/; O ~'3 = ~~ £XP£NDITURF:$ 6. Cash Expenditures (Accounting Period Total from PC 3) t.~7 ,~'~79 5 ·.~''-'~ ~ .,._.~ 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) ~ ~) 8. Total Cash Expenditures S~ (lines 6 + 7) 1'"7 t'%'-O ': -''~ {25 ~7 = = 9. In-Kind (Accounting Period Total from PC 2) + ~.c) + 10. TOTAL EXPENDITURES .---- = ~...~'"~ %0% (lines 8 + 9) = ,.~-V CASH BALANCE 1 l. Beginning Cash Balance (Ending Cash Balance from previous report) / j q O FOR OFFICE USE ONLY 12. Total Contributions (line 5) + ~ / 13. Other Receipts + (Accounting Period Total from PC 4A) (25J "i4. Loans Received (Exempt) + (Accounting Period Total from PC 4A) 15. CONTRIBUTION SUBTOTAL D~ (lines 11 + 12 + 13 + 14) = ._~'"' '~ O 3 ~ .5-) 'I 6. Total Expenditures e:> 7 (line 10) ,~ -~ O '~ , "i7. Other Disbursements + (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) + (Accounting Period Total from PC 4B) ,, 19. EXPENDITURE SUBTOTAL 20. ENDING CASlt BALANCE = (linc !5 minus linc PC 1 ' Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 2 of 2 , Candidate or Political Committee Name: Committee iD Number: 1--1 Original ["q Primary 20 [--1 General 20 ~ Other [--1 Amendment [--] 1st Pre-election [-'] 2nd Pre-election [~ Post-election ['~ September Supplemental kOAN SUMMARY FOR OFFICE USE ONLY ,, 21. Beginning Outstanding Loans (Total Outstanding Loans from previous report) ~--~ 22. Loans Received (Non-Exempt) (line 2) + 23. Loans Received (Exempt) (line 14) + 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) = 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) (line 18) + ,, . 27. Forgiven Loans (Total loans forgiven during this accounting period) + ...... 28. LOAN PAYMENT SUBTOTAL = (lines 25 + 26 +27) .... 29. TOTAL OUTSTANDING LOANS (line 24 minus line 28) = P£R$ONAL EXPENDITUI::IE $1J~RY 30. Beginning Outstanding Personal Expenditures (line 36 of previous report)r~'O.-D ~-.~r'".,,./._~.~ 31. P'ersonal Expenditures + ,r~'r'/ fie.) (Accounting Period Total from PC 3A) ,_DJ ,,, 32. PERSONAL EXPENDITURE SUBTOTAL,---"9 ,~-,O (lines 30 + 31) = ~.'.~ ,.~ 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) J .2- ~7 34. Forgiven Personal Expenditures ~ (Total personal expenditures forgiven this acctg, period) + ~ O ~ ~ 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) = ~'~ ~) '~ 36. OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) = FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) 38. Accounts Receivable (Accounting Period Total from PC 5) 39. SUBTOTAL (lines 37 + 38) = ~__~ , 40. Total Outstanding Loans (line 29) ~ ~'C ..,, 41. Outstanding Personal Expenditures (line 36) + 42. Accounts Payable (Accounting Period Total from PC 6) + 43. SUBTOTAL (lines 40 + 41 + 42) 44. BALANCE/DEFICIT (line 39 minus line 43' indicate + or - balance) = I, ~'*'~ ~ ~-/fit ~Ox.- i~ ~-- L-(-- (name of candidate or treasurer), hereby certify that the above statement and the attached supporting reports are true and correct. Signatur didate r treasurer Date signed / / PC 3A Personal Expenditures for Reimbursement Candidate or Political Committee Name: Committee ID Number: ~)~) '~) ~_.~,~ j.;~- ~~ Page Election: ~ Prima. 20 ~ General 20 ~ Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~Post-election [~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Adve~ising B Broadcast Adve~ising (Radio, TV) O Other Adve~ising (yard si~s, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Su~eys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $50) I Interest Pa~ent U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Se~ices Z Preparation and Production of Advertising Amount of Line ~ Date Payee's Name Pu¢ose Expenditure 8. ~3 $ 9. $ ~0. $ Page Total Accounting Period Total (Coatplete only tbr last page and See ~ r~ transfer this amount to the Shana. S~ 1 Instructions Personal Expenditures $ .~/ ~~'~~ent' PC .) on Back and Personal Expenditures $ in Campaign Enter on Summa~ Statement. Linc 3 I Finance Manual PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Dj~V] b ~(..,]~ ]~ t~'~ Page / of Election: ['-1 Primary 20 [--I General 20 [~] Other Report: ['--] 1st Pre-election ['--} 2nd Pre-election ~ Post-election 1--1 September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1' Contributor Type CODE 2: Contribution Type B Business Entity CA Cash C Political Committee (includes business and union PACs) CO Cosigner Obligation F Candidate's Immediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Party Committee Amount of In'Kind Purpose Line # Name and Address of Contributor Contribution (see manual for sugpested purpose codes) Occupational InformatiOn, Contributing Contributor Date Received Committee's ID#, or Description if Code 1 is "0" Aggregate Code ?[ Code 2 $ 2. 3. $ $ , 4. $ $ , 5. $ ,, , Page Totals (Add all amounts with the same Accounting Period Totals (Complete only for last page and See contribution type. Do not include aggregate.s), transfer these amounts to the Summary Stateme_nt_JqPC 1.) Instructions ~ ]_ t' t /.., '2 COt? ' on Back and Cash (CA) ~"~ ~/?z' ~ Cash (CA) $ .. in Campaign Enier on Summary Statement, Column A, Line 1 Finance In-Kind (IK) $ In-Kind (IK) $ . Manual Enter on Summary Statement, Column A, Lines 4 and 9 Loans Received (LR) $ Loans Received (LR). $ PC 2 Enter on Summary Statement, Column A, Line 2 City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) December 13, 2002 Committee to Elect David Schieber as Municipal Judge John L. Farrell, Treasurer 1371 East Main Street Ashland, OR 97520 I have examined your amendment to the second pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: '/Your committee report is sufficient. If you have any questions regarding this examination letter, please feel free to contact my office. S~~Barbara Christensen ~ City Recorder/Treasurer PC 1 Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 1 of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code): Telephone Number (day): *re~su~[~~: ~t~5f ~~~ ~~,2,._~dSP Committee ID Number: Committee Type, Measure Number or Office: [~ Original [-] Primary 20 [--] General 20 ~ Other ['-] Amendment [-'] l st Pre-election [~2nd Pre-election ~] Post-election ['-] September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION C0NTFIIBUTION$ 1. Cash Contributions (Accounting Period Total from PC 2) / / q O 2. Loans Received (Non-Exempt) + + (Accounting Period Total from PC 2) 3. Total Cash Contributions (lines 1+2) = / ] qO = 4. In-Kind + + (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines3+4) = ] ] ~]' ~) = EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) 8. Total Cash Expenditures = = (lines 6 + 7) 9. In-Kind + + (Accounting Period Total from PC 2) O 10. TOTAL EXPENDITURES __ __ (lines 8 + 9) CASH BALANCE 11. Beginning Cash Balance (Ending Cash Balance from previous report) O FOR OFFICE USE ONLY 12. Total Contributions + [ ] (line 5) 13. Other Receipts +~ (Accounting Period Total from PC 4A) O 14. Loans Received (Exempt) + (Accounting Period Total from PC 4A) 15. CONTRIBUTION SUBTOTAL Itl/ (linesll+12+13+14) = ] I 17tO/~l 16. Total Expendimres ~ll~'~ (line 10) 155> 17. Other Disbursements + ~% (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) + (Accounting Period Total from PC 4B) ~) 19. EXPENDITURE SUBTOTAL (lines 16 + 17 + 18) = 20. ENDING CASH BALANCE (line 15 minus line 19) = I 1 JT/0 Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. PC 1 Rev. 12,'01 Page 2 of 2 Candidate or Political Committee Name: Original Amendment ["-] Primary. 20 [-'1 1 st Pre-election ~ General 20 ~[~ 2nd Pre-election F-] Other ~ Post-election Committee ID Number: September Supplemental LOAN SUMMARY 21. Beginning Outstanding Loans (Total Outstanding Loans from previous report) 22. Loans Received t Non-Exempt) (line 2) 23. Loans Received (Exempt) (line 14) 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) (line 18) 27. Forgiven Loans (Total loans forgiven during this accounting period) 28. LOAN PAYMENT SUBTOTAL (lines 25 ~- 26 +27) 29. TOTAL OUTSTANDING LOANS (line 24 minus line 28) 30. + O + 69 PERSONAL EXPENDITURE SUMMARY Beginning Outstanding Personal Expenditures (line 36 of previous report) 31. Personal Expenditures (Accounting Period Total from PC 3A) 32. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 31) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures (Total personal expenditures forgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) 36. FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) 38. Accounts Receivable (Accounting Period Total from PC 5) 39. SUBTOTAL {lines 37 + 38) 40. Total Outstanding Loans (line 29) 41. Outstanding Personal Expenditures + (line 36) + 42. Accounts Payable (Accounting Period Total from PC 6) 43. SUBTOTAL (lines 40 + 41 + 42) 44. BALANCE/DEFICIT (line 39 minus line 43: indicate - or - balance) statement and the attached supporting reports are true and correct. FOR OFFICE USE ONLY signed //qo (name of candidate or treasurer), hereby ceni~ that the above PC 3A Personal Expenditures for Reimbursement ~v. Candidate or Political Committee Name: Committee ID Number: ~/'~Jb ~---'H J ~/~i~~'~ Page__' of / Election: [-'] Primary 20 [~] General 20 [~ Other Report: [--] 1st Pre-election 4~7'Jnd Pre-election [-'] Post-election U] September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Advertising B Broadcast Advertising (Radio, TV) O Other Advertising (yard signs, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Surveys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $50) I Interest Payment U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Advertising Amount of Line # Date Payee's Name Purpose Expenditure 2'7 o.l ?¢ on,y or,ast p ge a.d Page See ~ZO ~__~~ --------t~ thi~ ~t ~o ~~a~' S,a, emen~, on Back and Perso ~ ~,9 r on Su~my Statement, Line 31 in Campaign Finance Manual PC 3A PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Election: ~ Prima~ 20~ ~ General 20 ~ Other Repo~: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: Contributor Type CODE 2: Contributiion Type B Business Enti~ CA Cash C Political Co~ittee (includes business and union PACs) CO Cosigner Obligation F Candidate's I~ediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Pa~ Committee Amount of In-Kind Purpose Line ~ Name and Address of Contributor Contribution (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Code I ~ Code 2 Date Received Commi~ee's I~, or Description if Code 1 is "0" Aggregate I ' I rc miscc]) n . Page Totals (Add all amounts with the same Accounting Period~ only for last page and See contribution ~e. Do not include aggregates.) transfer these amounts to the Su~a~ Statement, PC 1 .) Instructions on Back and Cash (CA) $ / I ~O Cash (CA) $ //¢~ in Campaign Enter on Su~a~ Statement, Column A, Line Finance In-Kind (IK) $ In-Kind (IK) $ Manual Enter on Su~a~ Statement, Colu~ A, Lines 4 and 9 Loans Received (LR) $ Loans Received (LR) $ PC 2 Enter on S~a~ Statement, Colu~ A, Line 2 , City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (,phone) ,City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) November 5, 2002 Committee to Elect David Schieber as Municipal Judge John L. Farrell, Treasurer 1371 East Main Street Ashland, OR 97520 I have examined your 2nd pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: [-~Your committee report is not sufficient in the following ways: Occupational Information, Contributing Committee's ID#, or Description if Code 1 is "O" is missing on all PC2 forms. . Summary Statement of Contributions and Expenditures page 2 of 2; line 44 should be a negative balance. All requested information on this exam letter must be submitted by November 15, 2,002 to avoid penalties. For your convenience, I have enclosed a copy of your original report that indicates areas where correction is needed. If you have any questions regarding this examination letter, please feel free to contact my office. Barbara Christensen City Recorder/Treasurer Enclosures PC Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page I of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appears on Statement of Organization (street, route or box number, city, state, zip code): ~ Telephone Number (day): Treas~~,~: ]E-~ ~~~ Committee ID Number: Committee Type, Measure Number or Office: [-] Original [-] Primary 20 ~] General 20 [-~ Other ['--] Amendment [--] 1st Pre-election [~2nd Pre-election [-'1 Post-election [-~ September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION C0NTRIBU'I'ION$ 1. Cash Contributions (Accounting Period Total from PC 2) / 2. Loans Received (Non-Exempt) + + (Accounting Period Total from PC 2) 3. Total Cash Contributions (linesl+2) = / ] JT/-O = 4. In-Kind + + (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines3+4) = / I ~t' ~ = EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) (.~ 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) 8. Total Cash Expenditures = = (lines 6 + 7) 9. In-Kind + + (Accounting Period Total from PC 2) O 10. TOTAL EXPENDITURES _. __ (lines 8 + 9) O CASH BALANCE 11. Beginning Cash Balance (Ending Cash Balance from previous report) (2) FOR OFFICE USE ONLY 12. Total Contributions (line 5) + I1 O 13. Other Receipts + (Accounting Period Total from PC 4A) 14. Loans Received (Exempt) + (Accounting Period Total from PC 4A) (lines 11 + 12 + 13 + 14) = / 16. (lineT°tal Expendimresl0) 17. Other Disbursements + (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) + (Accounting Period Total from PC 4B) ~) 19. EXPENDITURE SUBTOTAL = 0 (linesl6+17+18) 20. ENDING CASH BALANCE (line 15 minus line 19) = Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 2 of 2 Candidate or Political Committee Name: Committee ID Number: , ["-] Original [-] Primary 20 [--] General 20 [--] Other [-] Amendment [--] 1st Pre-election [~ 2nd Pre-election [~] Post-election [--] September Supplemental LOAN SUMMARY FOR OFFICE USE ONLY 21. Beginning Outstanding Loans (Total Outstanding Loans from previous report) 22. Loans Received (Non-Exempt) (line 2) + 23. Loans Received (Exempt) + (line 14) 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) = 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) + (line 18) 0 27. Forgiven Loans (Total loans forgiven during this accounting period) + 0 28. LOAN PAYMENT SUBTOTAL (lines 25 + 26 +27) = 29. TOTAL OUTSTANDING LOANS = 0 (line 24 minus line 28) PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures ~/q c~ ] (line 36 of previous report) 31. Personal Expenditures (Accounting Period Total from PC 3A) + '~ g ~:> ~ ~ 32. PERSONAL EXPENDITURE SUBTOTAL = ~",'2 gjt,~ _.-~"? (lines 30 + 31) 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures + (Total personal expenditures forgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) = ~,..,, --'- ~ ~.~ 36. OUTSTANDING PERSONAL EXPENDITURES ~ (line 32 minus line 35) = ,, FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) ///dj[~ 38. Accounts Receivable (Accounting Period Total from PC 5) + 39. SUBTOT AL (lines 37+38) = /]q~ 40. (lineT°tal Outstanding Loans29) (2~) __ 41. Outstanding Personal Expenditures _-- (line 36) + Y'2""/7/"~F. ~5 '! 42. Accounts Payable (Accounting Period Total from PC 6) + 43. SUBTOTAL (lines 40 + 41 + 42) = ~2~q~" 44. BALANCE/DEFICIT ./ /Q ,~3-"7 (line 39 minus line 43: indicate + or-balance) / q,] ',~ I, ~'"'~]-~/L) ~ f:51~[~.f~../.J.-- (name of candidate or treasurer), hereby certify that the above statement and the attached supporting reports are tree and correct. Signam~candi~tate or treasurer Date siffned t ,, Pt' 3A Personal Expenditures for Reimbursement Candidate or Political Committee Name: Committee ID Number: Election: ~ Prima~ 20 ~ General 20 ~ Other Repo~: ~ 1st Pre-election ~nd Pre-election ~ Post-election [~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Advertising B Broadcast Adve~ising (Radio, TV) O Other Advertising (yard signs, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Su~eys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe ifow~r $50) I Interest Pa~ent U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Se~ices Z Preparation and Production of Adve~ising Amount of Line ~ Date Payee's Name Purpose Expenditure / 3. 4. ~:Q~ Page Total,'--1~~[~ Accounting Period Total (Complete only for-last page and ~]1, ~ .... Personal Exp(]~ ~i,d It ' ~~0 t~ transfer this amount to the Su~alT Statement, PC1 ~I~t[uctions , ~: ,[res $_ on Back and~ Personal Expenditures $ ~ ~ ~'~>~ [ j~ Enter on Su~ta~ Statement, Line 31 in Campaign I ~ Finance L Manual _ PC 3A Cash Contributions, Loans Received and In-Kind PC 2 Rev. 12/01 Candidate or Political Committee Name: Committee ID Number: Page / of .~ Election: [--] Primary 20 ]--] General 20 [--] Other Report: E] 1st Pre-election ~]'2nd Pre-election ~] Post-election E~] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1' Line # Contributor Type B Business Entity C Political Committee (includes business and union PACs) F Candidate's Immediate Family (includes candidate) I Individual L Labor Organization O Other P Political Party Committee Date Received Name and Address of Contributor Occupational Information, Contributing Committee's ID#, or Description if Code 1 is - . . 31a, o ,,ortq.,'c~t'v.. ~ or~, ore. / J iit))¢ contributi~ tr fions il """'~ ~In-nn~ (~) ~ _. Manual . [ PC 2 CODE 2: Contribution Type CA Cash CO Cosigner Obligation IK In-Kind LR Loan Received Amount of Contribution Contributor Aggregate In-Kind Pu¢ose (see manual fo,' suggested purpose codes) Code 1 Code 2 CA 's;; Ba~l~nd~ Campaign tqnance Manual d all amounts with the same Do not include aggregates.) $ Loans Received (LR) ' $ Accounting Period Totals (Complete only for last page and transfer these amounts to the Summary Statement, PC 1.) Cash (CA) $ Enter on Summary Sl:atement, Column A, Line 1 In-Kind (IK) $ Enter on Summary S~atement, Column A, Lines 4 and 9 Loans Received (LR). $ Enter on Summary Slatement, Column A, Line 2 PC 2 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Election: E~] Primary 20 E~] General 20 [--] Other Report: ['-] 1st Pre-election ~'2nd Pre-election r--] Post-election E~ September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1' Contributor Type CODE 2: Contribution Type B Business Entity CA Cash C Political Committee (includes business and union PACs) CO Cosigner Obligation F Candidate's Immediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Party Committee Amount of In-Kind'P~rpose Line # Name and Address of Contributor Contribution . (see manual for suggested purpose codes) Occupational Information, Contributing Contributor Code ~ I Code 2 Date Received Committee's IDfl, or Description if Code 1 is "0' Aggregate 2. $ $ ~~m ]~~ ~ ddallamo~tswi~thesame Accounfing Period Totals (Complete only for last page and ' '-"--:r--'o.~ ,e. Do not include ag~egates.) ~nsfer these amo~ts to the S~a~ S~tement, PC 1.) ~ ~ B~nd ~ , $ ~ C~h (CA) $ ~ Finance ln-~i.a [~ $ In-~nd (IK) $ ....... Loans Re%i~e~ (LR) $ Lo~ Received (LR). $ ~ 2 En~ on S~ Smu~nk Coi~ ~ L~ 2 Cash Contributions, Loans Received and in-Kind PC ~ Rev. 12,'01 Candidate or Political Committee Name: Committee ID Number: Page Pof.~ Election: [---] Primary 20 [--] General 20__ [--] Other Report: [--] 1st Pre-election -~2nd Pre-election ~] Post-election [--] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: Contributor Type B C F I L 0 P Line # Date Received . . See Instructions on Back and in Campaign Finance Manual PC 2 Business Entity Political Committee (includes business and union PACs) Candidate's Immediate Family (includes candidate) Individual Labor Organization Other Political Party Committee Name and Address of Contributor Occupational Information, Contributing Committee's ID#, or Description if Code 1 is "0" Page Totals (Add all amounts with the same contribution type. Do not include aggregates.) Cash(CA) $ /Oi~) CODE 2' Contribution Type CA Cash CO Cosigner Obligation IK In-Kind LR Loan Received Amount of Contribution Contributor In-Kind Purpose (see manual for suggested purpose codes) Aggregate In-Kind (IK) $ Loans Received (LR) ' $ Code 1 Code 2 Accounting Period Totals (Complete only for last page and transfer these amounts to the Summary Statement, PC 1.) Cash(CA) $ / U'd'/[O Enter on Summary Staterncnt, Column A, Line 1 In-Kind (IK) $ Enter on Summary Sta~:cment. Column A, Lines 4 and 9 Loans Received (LR). $ Enter on Summary Stal;~m~nt. Column A, Line 2 PC 1 Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Page 1 of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appear~ on Statement of Organization (streeL route or box number, city, state~ zip code): Treasurer2.s Name: " Telephone Number (day): Committee ID Number: Committee Type, Measure Number or Office: [-~ Original ~] Primary 20 1-'] General 20 E~ Other 1-~ Amendment ['~ lEt Pre-election [~'2nd Pre-election ~-I Post-election ['-1 September Supplemental A-TOTALS FOR Tills B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR Tins ELECTION CONTRIBUTIONS l. Cash Contributions (Accounting Period Total from PC 2) / / /7/ O 2. Loans Received (Non-Exempt) + + (Accounting Period Total from PC 2) 3. Total Cash Contributions (linesl+2) = / / J~'O = 4. In-Kind + + (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines3+4) = ] ] 0 ~ = EXPENDITURES 61 Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) 8. Total Cash Expenditures = = (lines 6 + 7) 129 9. In-Kind + + (Accounting Period Total from PC 2) O 10. TOTAL EXPENDITURES (lines 8 + 9) CASH BALANCE l 1. Beginning Cash Balance (Ending Cash Balance from previous report) O FOR OFFICE USE ONLY 12. Total Contributions + / / Z'/ (line 5) 13. Other Receipts + (Accounting Period Total from PC 4A) O ~~~ 14. Loans Received (Exempt) + (Accounting Period Total from PC 4A) (9 15. CONTRIBUTION SUBTOTAL (linesll+12+13+14) = / ] 16. Total Expenditures(line 10) (.J) ~')d~ 17. Other Disbursements + (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) +~ (Accounting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL = 0 (lines 16 + 17 + 18) 20. ENDING CASH BALANCE (line 15 minus line 19) = / / ~'/0 , , , Summary Statement of Contributions and Expenditures Please type or print legibly in black ink. Candidate or Political Committee Name: ['--] Original [--1 Amendment [--] Primary 20 ~] 1st Pre-election General 20 2nd Pre-election PC 1 Rev. 12/01 Committee ID Number: Page 2 of 2 Other Post-election September Supplemental LOAN SUMMARY 21. Beginning Outstanding Loans (Total Outstanding Loans from previous report) 22. Loans Received (Non-Exempt) (line 2) + 23. Loans Received (Exempt) + (line 14) 0 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) = 0 25. Loan Payments (Non-Exempt) (line 7) 26. Loan Payments (Exempt) + (line 18) 0 27. Forgiven Loans (Total loans forgiven during this accounting period) + 0 28. LOAN PAYMENT SUBTOTAL (lines 25 + 26 +27) = 29. TOTAL OUTSTANDING LOANS = (line 24 minus line 28) PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures (line 36 of previous report) 31. Personal Expenditures (Accounting Period Total from PC 3A) 32. 33. PERSONAL EXPENDITURE SUBTOTAL (lines 30 + 31) Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures (Total personal expenditures forgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) OUTSTANDING PERSONAL EXPENDITURES (line 32 minus line 35) 36. FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD 37. Ending Cash Balance (line 20) 38. Accounts Receivable (Accounting Period Total from PC 5) 39. SUBTOTAL (lines 37 + 38) 40. Total Outstanding Loans (line 29) 41. Outstanding Personal Expenditures (line 36) Accounts Payable (Accounting Period Total from PC 6) 42. BALANCE/DEFICIT (line 39 minus line 43: indicate + or - balance) FOR OFFICE USE ONLY 43. SUBTOTAL (lines 40 + 41 + 42) 44. statement and the attached supporting reports are true and correct. Signatu~6'fcandi~late or treasurer (name of candidate or treasurer), hereby certify that the above Date sig~ned t PC 3A Personal Expenditures for Reimbursement ~v.,~0, Candidate or Political Committee Name: Committee ID Number: ~O/"~] 5 Election: [~] Primary 20 1--] General 20 ~] Other Report: I--] 1st Pre-election ~nd Pre-election ~] Post-election ['-] September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Advertising B Broadcast Advertising (Radio, TV) O Other Advertising (yard signs, buttc,ns, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Surveys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $:50) I Interest Payment U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Advertising Amount of Line # Date Payee's Name Purpose Expenditure 1'7 ; P.~e Total, ~[~ ?¢ *~o.ntin~ Period Total (Complete only for last page and Ue sona, x ;,,d * 850-- ,ra.s th amountto,he . a. ,:at ment, .. , on Back and I I[J Enter on Summa~ S':atement, Line 31 in Campaign ~ Finance Manual PC 3A Cash Contributions, Loans Received and In-Kind PC 2 Rcv. 12/01 Candidate or Political Committee Name: Committee ID Number: Page / of Election: r'] Primary 20 F-I General 20 ['"-] Other Report: [--[ 1st Pre-election [~2nd Pre-election [--[ Post-election F-] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1: B C F I L O P Contributor Type Business Entity Political Committee (includes business and union PACs) Candidate's Immediate Family (includes candidate) Individual Labor Organization Other Political Party Committee CODE 2: Contribution Type CA Cash CO Cosigner Obligation IK In-Kind LR Loan Received Line # Name and Address of Contributor Occupational Information, Contributing Committee's IDi¢, or Description if Code 1 is "0" Date Received , . 5. J 5-o /~."",~ P- C.~zE.~.~- P-_..q Amount of Contribution Contributor Aggregate In-Kind Purpose (see manual for suggested purpose codes) Code 1 I Code 2 CA contributi( .~ t,-:) ICash,(CA; 'In,Ki~d- (IK) .d all amounts with the same Do not include aggregates.) $ Loans Received (LR) ' $ $ Accounting Period Totals (Complete only for last page and transfer these amounts to the Summary Statement, PC 1 .) Cash (CA) $ Enter on St.Lmmary Statement, Colunm Pc, Line I In-Kind (IK) $ ; Enter on Summary Slatement, Column A, Lines 4 and 9 Loans Received (LR). $ Enter on Summary Slatement, Column A, Line 2 'PC'2 Cash Contributions, Loans Received and In-Kind ~. Candidate or Political Committee Name: Committee ID Number: h 5.c./--) rc Election: r-] Primary 20 ~ General 20 [-] Other Report: ['--] 1st Pre-election [~2nd Pre-election ['-] Post-election [--] September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1' Contributor Type (;ODE 2: Contribution B Business Entity CA Cash C Political Committee (includes business and union PACs) CO Cosigner Obligation F Candidate's Immediate Family (includes candidate) IK In-Kind I Individual LR Loan Received L Labor Organization O Other P Political Party Committee ' ' Amount of ' In..Kind Pu-o'-orps" Line it Nome and Address of Contributor Contribution (see manual for suggested purpose codes). Occupational Information, Contributing Contributor Code ~ I Code 2 Dote Received Committee's IDg, or Description if Code ~ is "0" Aggropato $ $ $ I II i . ;~ amounts with the same Accounting Period Totals (Complete only for last page and I b ........... ~ ......... ~ not include ag~egates.) transfer these amounts to the Sugary Statement, PC 1 .) jj~structions i ~ ¢  ~a B~k. anfl Cas~-~CA $ O Cash (CA) $ ' ~ [~nance ..... !n-/ina t $ In-~nd (IK) $ ~lan~ai ' Enter on Sm~ Smte~n~ Col~ A, L~s 4 and 9 ~[- '~ "" ' ~0a~s Received (LR) $ Loans Received (LR), $ PC 2 Enter on S~ State~nt, Coi~ & L~e 2 PC 2 Rev. 12/01 Cash Contributions, Loans Received and In-Kind Candidate or Political Committee Name: Committee ID Number: Page ~of.~ Election: [-] Primary 20__ [--] General 20 I-'] Other Report: [] 1st Pre-election -~2nd Pre-election l~ Post-election [-] :September Supplemental SEE BACK FOR INSTRUCTIONS AND CODE DEFINITIONS CODE 1' Contributor Type Line # B C F I L 0 P Date Received . See Instructions Business Entity Political Committee (includes business and union PACs) Candidate's Immediate Family (includes candidate) Individual Labor Organization Other Political Party Committee Name and Address of Contributor Occupational Information, Contributing Committee's IDt¢, or Description if Code 1 is "0" Page Totals (Add all amounts with the same contribution type. Do not include aggregates.) CODE 2: Contribution Type CA Cash CO Cosigner Obligation IK In-Kind LR Loan Received Amount of Contribution Contributor Aggregate In-Kind Purpose (see manual fo; suggested purpose codes) Code 1 1 Code 2 $ Accounting Period Totals (Complete only for last page and transfer these amounts to the Summary Statement, PC 1 .) on Back and in Campaign Finance Manual PC 2 Cash(CA) $ /00 In-Kind (IK) $ Loans Received (LR) $ ,, Cash (CA) Enter on Summary Statement, Column A. Line 1 In-Kind (IK) $ Enter on Summary Statement, Column A, Lines 4 and 9 Loans Received (LR). $ Enter on Summary Statement, Column A, Line 2 City of Ashland City Recorder's Office Barbara Christensen, City Recorder (541) 488-5307 (phone) City Hall 20 E. Main St. Ashland, Oregon 97520 (541) 488-5311 (fax) October 8, 2002 Committee to Elect David Schieber as Municipal Judge John L. Farrell, Treasurer 1371 East Main Street Ashland, OR 97520 I have examined your first pre-election contribution and expenditure report for the General Election of November 5, 2002 and found the following: Your committee report is sufficient with the following items to note: The "Personal Expenditures for Reimbursement" form PC3A was used in eh:or. This form is to be used only for amendments to the original PC3. For further filings of Personal Expenditures, please use the PC3 form. Please note the "Balance/Deficit" line 44 on the "Summary Statement of Contributions and Expenditures," as this will be the amount that is carried forward to the next filing period. For your convenience, I have enclosed a copy of your original report that indicates areas as noted above. If you have any questions regarding this examination letter, please feel free to contact my office. Sincerely, Barbara Christensen City Recorder/Treasurer Enclosures PC 1 Summary Statement of Contributions'and Expenditures Please type or print legibly in black ink. Page 1 of 2 Candidate or Political Committee Name (use full name): Mailing Address as it Appears on Statement of Organization (street, route or box number,~ty, state, zip code): Treasurer's Telephone Number (day): _ ~. _.._ Committee ID Number: Commitjlee Type, Measure Number or Office: 1--] Original I--'] Primary 20 I-'] General 20 [-'] Other [-] Amendment ~ 1st Pre-election [-] 2nd Pre-election [~ Post-election I~ September Supplemental A-TOTALS FOR THIS B-CUMULATIVE TOTALS ACCOUNTING PERIOD FOR THIS ELECTION CONTRIBUTIONS l. Cash Contributions (Accounting Period Total from PC 2) 2. Loans Received (Non-Exempt) + + (Accounting Period Total from PC 2) 3. Total Cash Contributions (lines 1+ 2) 4. In-Kind + + (Accounting Period Total from PC 2) 5. TOTAL CONTRIBUTIONS (lines 3 + 4) = ~ = EXPENDITURES 6. Cash Expenditures (Accounting Period Total from PC 3) 7. Loan Payments (Non-Exempt) + + (Accounting Period Total from PC 3) 8. Total Cash Expenditures = = (lines 6 + 7) 9. In-Kind + + (Accounting Period Total from PC 2) 10. TOTAL EXPENDITURES .. (lines 8 + 9) CASH BALANCE 11. Beginning Cash Balance ~ FOR OFFICE USE ONLY (Ending Cash Balance fi-om previous report) 12. Total Contributions + (line 5) 13. Other Receipts + (Accounting Period Total from PC 4A) 14. Loans Received (Exempt) +~ N ~ (Accounting Period Total from PC 4A) 15. CONTRIBUTION SUBTOTAL = /~., (lines 11 + 12 + 13 + 14) , 16. Total Expenditures (line 10) 17. Other Disbursements + (Accounting Period Total from PC 4B) 18. Loan Payments (Exempt) + (Accounting Period Total from PC 4B) 19. EXPENDITURE SUBTOTAL (lines 16 + 17 + 18) 20. ENDING CASH BALANCE (line 15 minus linc 19) PC I Summary Statement of ContributionS and Expenditures Please type or print legibly in black ink. Page 2 of 2 Candidate or Political Committee Name: Committee ID Number: [-'] Original [~] Primary 20 ['-] General 20 [--] Other [~] Amendment [~ 1st Pre-election [--] 2nd Pre-election ['-] Post-election ['-] September Supplemental LOAN SUMMARY FOR OFFICE USE ONLY 21. Beginning Outstanding Loans (Total Outstand. in, g Loans from previous report) 22. Loans Received (Non-Exempt) + (line 2) 23. Loans Received (Exempt) + (line 14) 24. LOANS RECEIVED SUBTOTAL (lines 21 + 22 + 23) 25. Loan Payments (Non-Exempt) (line 7) . 26. Loan Payments (Exempt) + (line 18) 27. Forgiven Loans (Total loans forgiven during this accounting period) 28. LOAN PAYMENT SUBTOTAL (lines 25 + 26 +27) 29. TOTAL OUTSTANDING LOANS ,-. (line 24 minus line 28) PERSONAL EXPENDITURE SUMMARY 30. Beginning Outstanding Personal Expenditures '(~ (line 36 of previous report) 31. Personal Expenditures (Accounting Period Total from PC 3A) + 32. PERSONAL EXPENDITURE SUBTOTAL(lines 30 + 31) = 33. Personal Expenditure Reimbursements (Total expenditures on PC 3 with purpose code R) 34. Forgiven Personal Expenditures + .--. (Total personal expenditures forgiven this acctg, period) 35. REIMBURSEMENT SUBTOTAL (lines 33 + 34) 36. OUTSTANDING PERSONAL EXPENDITURES = ~.~/~ (line 32 minus line 35) . . FINANCIAL STATUS AT CLOSE OF ACCOUNTING PERIOD = 37. Ending Cash Balance (line 20) '~ 38. Accounts Receivable + (Accounting Period Total from PC 5) 39. SUBTOTAL (lines 37 + 38) 40. Total Outstanding Loans (line 29) 41. Outstanding Personal Expenditures + ! (line 36) 42. Accounts Payable (Accounting Period Total from PC 6) + ,, 43. SUBTOTAL = /., / (lines 40 + 41 + 42) ,.~ - 44. BALANCE/DEFICIT = (line 39 minus line 43: indicate + or - balance) · I, ~"~.]Lj-~ ~ )~'g ~'~/'~ ~_, L,- ~ (name of candidate or treasurer), hereby certify that the above statement and the attached supporting reports are tree and correct. Signature ~'f candidate or treasurer Date signed PC 3A Amendment Personal Expenditures for Reimbursement Rev. 12/0]. Candidate or Political Committee Name: Committee ID Number: b~/L~) O ~.~~ j.~ ~4~~ Page Election: E] Primary 20 E~ General 20 E] Other Report: [~1 st Pre-election [-] 2nd Pre-election [--] Post-election E~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Advertising B Broadcast Advertising (Radio, TV) O Other Advertising (yard signs, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Surveys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $50) I Interest Payment U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Services Z Preparation and Production of Advertising Amending Page # Amount of and Line # Payee's Name Purpose Expenditure Date Page Line [] New Entry r-]Correcting Page Line__ [-] NewEntry ~ V)~) [] Correcting [] Deleting ~.2~./~.,3~ ['/~ ~ 1~'~ [] New Entry [] Correcting [] Deleting $ Page Line [] New Entry [] Correcting [] Deleting $ Page Line [] New Entry [] Correcting [] Deleting $ on Back and in FinanceCampaign Signam~f candidate or treasurer Manual PC3A Amendment Date signed , , PC 3A Amendment Personal Expenditures for Reimbursemen t ,, Candidate or Political Committee Name: Committee ID Number: D AV] ~N~ ~.~.~-~ ~ ]..~'t~ ~::/~. Page / of ... Election: ~ Prima~ 20 ~ General 20 ~ Other Report: ~ 1st Pre-election ~ 2nd Pre-election ~ Post-election ~ September Supplemental PURPOSE CODES (see back of form for instructions and code definitions) A Agent N Newspaper and Other Periodical Adve~ising B Broadcast Adve~ising (Radio, TV) O Other Adve~ising (yard si~s, buttons, etc.) C Cash Contributions P Postage F Fundraising Event Expenses S Su~eys and Polls G General Operational Expenses (describe if over $50) T Travel Expenses (describe if over $50) I Interest Pa~ent U Utilities L Literature, Brochures, Printing W Wages, Salaries, Benefits M Management Se~ices Z Preparation and Production of Adve~ising Amending Page ~ Amount of and Line ~ Payee's Name Purpose Expenditure Date Page Line ~New Ent~ ~ ~J ~ ~' ~ Correcting ~~) ~~~ ~ Deleting -- Page Line ~ Deleting ~C~j ~~~ ~ Correcting ~ Deleting $ ~ NewEnt. D~ ~ C°rrecting Page Line__ b ~ ~,~ D New Ent~ ~ Correcting ~ DeJeting ~C~ 'ee on Back and inCampaign Signam~f candidate or treasurer ~ SIP 2 5 2002 Finance ~>~ Manual PC 3A Amendment Date signed FILING OF CANDIDACY FOR NONPARTISAN NOMINATION PLEASE TYPE OR LEGIBLY PRINT IN BLACK INK. NOTE: This information is a matter of public record and may be published or reproduced. · FILING FOR.OFFICE~)F ' DISTRIC , DEPARTMEI'~,J/)R SI ON NUMBER NAME OF CANDIDATE ~ ~~ · - NAME SHOULD AP R ON BALLOT AS FOLLOWS RESIDENCE ADI~RESS (S~mEET/ROUTE, crrY, ST^TE, ZIP CODE) TELEPHONE (HOME) TELEPHONE (WO~) COUN~ OF ~SIDENCE FAX E~IL ~G ADDRESS WHE~ ALL CO~SPONDENCE WILL BE SENT ~ FILING OF C~DIDACY BY DECLA~TION, WI~ ~E ~QUIRED HLING FEE (O~ 249.056). FILING FEES FILING OF CANDIDACY BY DECLA~TION STATE VOTERS' PAMPHLET (ORS 249.056) (O~ 251.095) OFFICE STA~WIDE OFFICES $100 $1000 CIRCUIT COURT JU~E $ 50 $300 DIS~CT A~O~EY $ 50 M~o Ex~c~ O~,c~, Mso Auo=o. S~00 ~ ~~ Msv COUNCILO~ S 25 ~~ ~~ ~tByCha,erorOrd~nance. ~~it~E , 'on of 50,000 or More (ORS 251.00 ~~~, ~. ~~~,~, Fil~g of candidacy by ~:~~e.tion re sheets properly ceffified by the appropriate co~ns Prima~ Electi 02 FILING DATES General Election Fil~g For Candidacy: First~ril 1, 2001 Fil~g For Candidacy: First Day September 17, 2001 Fil~g For Candidacy: ~st Day March 12, 2002 Fil~g For Candidacy: ~st Day August 27, 2002 Deadl~e to Withdraw Candidacy: March 15~ 2002 Deadl~e to Withdraw C~didacy: August 30, 2002 Fil~g For State ~oters' Pamp~et: March 14, 2002 Fil~g For State Voters' Pamphlet: August 27, 2002 FOR OFFICE USE ONLY INITIALS CASH OR CHECK NUMBER RECEI~ ~MBER CANDIDATE ID NUMBER OF~CE NUMBER P~NCIPAL CAMPAIGN COSINE ID ~ SEL 120 REV. 11/01 ORS 249.031 REQUIRED INFORMATION OCCUPATION (F'RESENT EMPLOYMENT - PAID OR UNPAID) OCCUPATIONAl_, BACKGROUND (PREVIOUS EMPLOYMENT - PAID OR UNPAID) .-~. EDUCATIONAL BACKGROUND (SCHOOLS ATTENDED, use attachment if needed) Complete name of school - no acronyms Course of study (optional) Last grade level completed Diploma/Degree/Certificate (AA, BA, BS, MA, PhD, etc.) Other: PRIOR GOVERNMENTAL EXPERIENCE (ELECTED OR APPOINTED) NOTE: This information is a matte~ By signing this docmnent, I hereby state: THAT I shall accept the nomination for the office indicated above; THAT I shall qualify for said office if elected; and THAT all information provided by me on this form, including my occupation, governmental experience, is true to the best of my knowledge. Candid~e's signat~5[e reproduced. ~tional background, and prior Date ~gned WARNING: Supplying false information on this form may result in conviction of a felony with a fine of up to $100,000 and/or prison for up to five years. (ORS 260.715). No person shall file a nominating petition or declaration of candidacy for more than one lucrative office before the date of the primary election, unless the person first files a written withdrawal with the officer who accepted the filing (ORS 249.013(2)). SEL 120 REV. 11/01 ORS 249.031 STATEMENT ONE OR MORE PETITION CIRCULATORS WILL BE PAID I/We hereby declare one or more petition circulators will be paid money or other valuable consideration for obtaining signatures of active registered voters on the attached petition or certificate. I/We understand the filing officer must be notified not later than the tenth day after I/we first have knowledge or should have had knowledge that no petition circulator will be paid for obtaining signatures. Identify Petition (Name of Candidate or Minor Political Party on Prospective Petition; or Subject of Initiative, Referendum Petition or Name of Officeholder on Recall Petition) Signed* Date signed Date signed Date signed *Statement must be signed by one of the following: · candidate for nomination; · all chief petitioners for initiative or referendum petition; · chief petitioner for recall petition; · chief sponsor for certificate of nomination; or · chief sponsor for minor political party formation petition. STATEMENT NO PETITION CIRCULATORS WILL BE PAID I/We hereby declare no petition circulator will be paid money or other valuable consideration for obtaining signatures of active registered voters on the attached petition or certificate. I/We understand the filing officer rnust be notified not later than the tenth day after I/we first have knowledge or should have had knowledge that one or more petition circulators will be paid for obtaining signatures. Identify Petition (Name of Candidate or Minor Political Party on Prospective Petition; or Subject of Initiative, Referendum Petition or / ' Name of Officeholder on Recall Petition) / Signed Date signed Date signed *Statement must be signed by one of the following: · candidate for nomination; · all chief petitioners for initiative or referendum petition; · chief petitioner for recall petition; · chief sponsor for certificate of nomination; or · chief sponsor for minor political party formation petition. SEL 300 REV 11/01 ORS 248.038, ORS 249.061, ORS 249.078, ORS 249.740, ORS 249.865, ORS 250.045, ORS 250.165, ORS 250.265, ORS 255.135 SEL 220 m.,,,0, Candidate's Statement of Organization Please type or print legibly in black ink, 1 Primary 20 General 20~ Other election date i~ Will 2 This filing is an: [~~riginal [~] Amendment 3 Name of principal campaign committee Committee address (street/route, city, state, zip code) - no post office box numbers Name of treasurer Mailing address to which all committee correspondence will be sent Work phone number I~ome phone number Fax number E-mail address_ 4 Name of candidate ! - Residence address (stre. et/route, city, state, zip code) - no post office box numbers Mailing address to which all candidate correspondence will be sent Work phone number Home phone number Fax number E-mail address Occupation of candidate Name o.,fgffice soughb~fnclude cqunty, position, dep~/!~ment or zon.e number, if applicable) $ Add' 'o al addr~ff~ ~~..~.. used on political publications (post office box or street/route, city, on*comp' i *r pa. isan o.e, / ~ Lime,arian ~ Pacific Green ~~lica~ / D Not a member of a p~y ~ Other 7 m;~~nds to solicit ~nds by (mark all that apply): ~~ ~rsonal contact ~ Radio ~ Television ~Eve~ ~ Newspaper D Website D Other Please complete and sign the back side of this form. ORS 260.037 ORS 260.039 ORS 260.041 exist for more than one year ['-I Discontinuation state, zip code) 8 Committee Directors (if any) Name: Address (including zip code) Occupation Phone Number · If two or more directors of this political committee are also directors of another political committee, list the names of those directors and the name and address of the other political committee. By signing this document I acknowledge that I am personally liable for any penalties imposed under ORS chapter 260. C~date's signature Treasurer's s~ture (if different than candidate) Date grigned Date signed Important: Both the candidate and treasurer of a principal campaign committee must sign the Statement of Organization. Instructions Filing an original Statement of Organization The completed form rnust be filed within three business days of first receiving a contribution or making an expenditure. A date stamped copy, which includes your identification number, will be returned to you as an acknowledgment of your filing. NOTE: A candidate may have only one principal campaign committee. A candidate who serves as the treasurer A candidate may either serve as the candidate's own treasurer or may appoint a separate treasurer. A candidate who serves as their own treasurer and who does not expect to receive or spend more than $300 for the entire election is not required to file a Statement of Organization or contribution and expenditure reports. However, if at any time they exceed $300 in either contributions or expenditures, they must then file a Statement of Organization and contribution and expenditure reports. Amending informatie, n on this form Any change in the information on this form must be filed within ten (10) days of the change. To notify the filing officer of a change in information, submit this form, completed in its entirety, and mark the "Amendment" box. Discontinuing ~ ,,YD~cn~nUt~tnfulla~i~nf!,nbaloxC~tarlkbeU~i.oT_haenf~n~Pr~;doirttUrmea~ebPeO frtiltehdata~haon;~ir~.ero balance, alo~20 with the For Office Use Onl, OfficeiNumber Candidate ID Number '~r Z 0 Z Z 8~ 0 Z 0 o Z 0 m~ t"l-I · Step A - First 6 Months Step B - Next 12 Months Step C- Next 12 Months match Admin. Assistant Step D - Thereafter Step A - First 6 Months Step B - Next 12 Months Step C - Next 12 Months Step D - Ne~ 12 Months Step E - Thereafter Step A - First 6 Months Step B - Ne~ 12 Months Step C - Ne~ 12 Months Step D- Ne~ 12 Months Step E - Thereafter Step A - First 6 Months Step B - Next 12 Months Step C - Next 12 Months Step D - Next 12 Months Step E - Thereafter Step A - First 6 Monins Step B - Next 12 Months Step C - Next 12 Months Step D - Next 12 Months Step E - Thereafter ~:~:..i~!~;~i;i~.i~i~ ..... Step A - First 6 Months Step B- Next 12 Months Step C - Next 12 Months Step D - Next 12 Months Step E - Thereafter .._~__HO. ?iI.Y I MONTHLY ,-~, .,~: ~. ~,.-.~, ,::.-~,; ~' , '~.'..~ .~ ,.', .... , ....... $15.4700 $2,682 $16.0900 $2,788 $16.7300 $2,900 $17.3900 $3,014 $13.4085 $2,325 $14.0805 $2,441 $14.7840 $2,562 $15.5085 $2,688 $16.2750 $2,821 $13.4085 $2,325 $14.0805 $2,441 $14.7840 $2,562 $15. 5085 $2,688 $16.2750 $2,821 $13.4085 $2,325 $14.0805 $2,441 $14.7840 $2,562 $15.5085 $2,688 $16.2750 $2,821 $11.6655 $2,021 $12.2430 $2,123 $12.8415 $2,227 $13.4820 $2,337 $14.1540 $2,453 · ';' i ' '"; ':. '~ ':' '" ' $10.1010 $1,750 $10.5945 $1,836 $11.1300 $1,929 $11.6760 $2,023 $12.2430 $2,123 $16.0115 $2,77,'/ $16.6532 $2,887 $17.3156 $3,001 $17.9987 $3,120 $13.8778 $2,405 $14.5733 $2,526 $15.3014 $2,652 $16.0513 $2,782 $16.8446 $2,920 $13.8778 $2,405 $14.5733 $2,526 $15.3014 $2,652 $16.0513 $2,782 $16.8446 $2,920 $13.8778 $2,405 $14.5733 $2,526 $15.3014 $2,652 $16,0513 $2,782 $16.8446 $2,920 $12.0738 $2,093 $12.6715 $2,196 $13.2910 $2,304 $13.9539 $2,419 $14.6494 $2,539 $10.4545 $1,81; $10.9653 $1,901 $11.5196 $1,997 $12.0847 $2,095 $12.6715 $2,196 PLEASE NOTE: Hourly rates are accurate to 4 decimal places. A monthly wage is provided as art approximate salary, but actual monthly earnings may differ from ~ose quoted above.