Federal Election Commission (Revised 02/2003), Page 1

INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3)

REQ NUM

When to Use This Form

Use this form in lieu of pages 3 and 4

(Detailed Summary Page), and Line

Numbers 6-7 of page 2 (Summary Page)

for the first report filed after the completion of the election cycle. (The election

cycle for disclosure purposes begins the

day after the previous general election

for a seat or office, and ends on the day

of the next general election for that seat

or office. See 11 CFR 100.3(b).) Thus,

if the candidate participates in the general election, use this form for the 30-

day Post-General report. If the candidate does not participate in the general

election, but was a candidate in the justended election cycle, use this form for

the Year-end report covering the end of

the election year.

This form covers activity spanning

two election cycles. There are three

Columns of activity disclosed on the

report. The first column, Column A, is

used to report the total amount of receipts and disbursements for each category of activity during the reporting

period; these figures will include activity that occurred both before and after

the date of the general election. The second column, Column B, discloses the

aggregate election cycle-to-date totals

for each category of activity, incorporating information from the last report

filed. Finally, Column C is a subset of

Column A but only includes activity that

occurred after the date of the general

election.

If there are no receipts or disbursements for a particular category for a reporting period or election cycle, enter

“0.”

Instructions for Column A

Column A includes the total receipts

and disbursements for each category of

activity during the reporting period. Use

the appropriate Schedules A or B to list

each receipt or disbursement required to

be itemized. The total for each category

(“Total This Period” from Schedule A

or Schedule B) should then be added to

the unitemized receipts or disbursements

for that category, and entered on the appropriate line of pages 5 – 8 (Post-Election Detailed Summary Page), in Column A.

Instructions for Column B

Fill in the date of the just-ended general election. To derive the totals for

Column B first separate the Column A

receipts and disbursements for each category by date—those that occurred

through the date of the general election,

and those that occurred after the date of

the general election. Column B will include those receipts and disbursements

received or made from the beginning of

the reporting period through the date of

the general election, added to the “Election Cycle-to-Date” figure from Column

B of pages 3 and 4 (the Detailed Summary Page) of the committee’s last report. Column B will then represent all

of the activity that occurred during the

just-ended election cycle up through the

date of the general election.

Instructions for Column C

Fill in the date of the day after the

just-ended general election (e.g., for the

2002 Post-General report, fill in “11/06/

02”). Fill in the last day of the reporting

period. To derive the total for each line,

include only those transactions included

in Column A that occurred during the

period beginning the day after the general election through the end of the reporting period. Column C will include

those receipts and disbursements received or made the day after the general

election and throughout the remainder

of the reporting period.

LINE 11(a). Enter the total amount of

contributions (other than loans) from

individuals, partnerships and other persons who are not political committees.

Include unitemized contributions and

those that are required to be itemized on

Schedule A. Each contribution made by

a person who has made one or more contributions during the election cycle aggregating in excess of $200 must be

itemized on Schedule A. The committee must provide the identification (full

name, mailing address, occupation and

name of employer) of the person, the

date and amount of each contribution

aggregating in excess of $200, the aggregate election cycle-to-date total and

whether the contribution is for a primary,

general, or other election.

LINE 11(b). Enter the total amount

of contributions (other than loans) from

political party committees on Line 11(b).

These contributions must be itemized on

Schedule A regardless of the amount.

For each contribution, provide the identification (full name and address) of the

committee, the date and amount of the

contribution, the aggregate election

cycle-to-date total and whether the contribution is for a primary, general or

other election.

LINE 11(c). Enter the total amount of

contributions (other than loans) from

other political committees on Line 11(c).

These contributions must be itemized on

Schedule A regardless of the amount.

For each contribution, include the aggregate election cycle-to-date total and

whether the contribution is for a primary,

general or other election. Do not abbreviate committee names.

LINE 11(d). Enter the total amount of

contributions (other than loans) from the

candidate on Line 11(d). If the candidate makes one or more contributions

during the election cycle aggregating in

excess of $200, the committee must provide on Schedule A the identification of

the candidate (full name, mailing address, occupation and name of employer), the date and amount of each

contribution aggregating in excess of

$200, and the aggregate election cycleto-date totals. If the contribution is derived from funds that were loaned to the

candidate from a lending institution, or

from an advance from the candidate's

FEDERAL ELECTION COMMISSION

Instructions for Post-Election Detailed Summary Page

(FEC FORM 3, Pages 5 – 8)
Page 2, Federal Election Commission (Revised 02/2003)

INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3)

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brokerage account, credit card or line of

credit, report the loan to the candidate

on Schedule C-1.

LINE 11(e). For Columns A, B and C,

add Lines 11(a), 11(b), 11(c) and 11(d)

to derive figures for Line 11(e).

LINE 12. Enter the total amount of

transfers from other authorized committees of the same candidate. Loans and

loan repayments received from other

authorized committees of the same candidate must be included on this line and

not on Line 13(b). These transfers must

be itemized on Schedule A, regardless

of the amount. For each transfer, provide the identification (full name and

mailing address) of the committee, the

date and amount of the transfer and the

aggregate election cycle-to-date total.

LINE 13(a). Enter the total amount of

loans from the candidate (including any

loans to the committee guaranteed by the

candidate) to the committee on Line

13(a). This category includes loans

made to the committee by the candidate

from personal funds or from a bank loan

to the candidate or from an advance on

the candidate’s brokerage account, credit

card, home equity line of credit, or other

line of credit which are used for the purpose of influencing the candidate’s election for federal office. All loans from

the candidate (including any loans to the

committee guaranteed by the candidate)

to the committee must be itemized on

Schedule A, regardless of the amount.

For each loan, provide the candidate’s

identification (full name, mailing address, occupation and name of employer), the date and amount of the loan

and the aggregate election cycle-to-date

total (see also instructions for Schedule

C).

LINE 13(b). Enter the total amount of

all other loans received on Line 13(b).

This category includes all other types of

loans. These loans must be itemized on

Schedule A, regardless of the amount.

For each loan provide the identification

(full name, mailing address and, where

applicable, occupation and name of

employer) of the person making the loan,

the date and amount of the loan, the aggregate election cycle-to-date total and

whether the loan is for a primary, general or other election. The committee

must also provide on Schedule C the

identification of any endorser or guarantor and the amount of the endorsement

or guarantee (see also instructions for

Schedule C).

LINE 13(c). For Columns A, B and C,

add Lines 13(a) and 13(b) to derive the

figures for Line 13(c).

LINE 14(a). Enter the total amount of

offsets to operating expenditures (including refunds, rebates and returns of

deposits) on Line 14(a). For each person who provides rebates, refunds and

other offsets to operating expenditures

aggregating in excess of $200 during the

election cycle, the committee must provide on Schedule A the identification of

the person, the date and amount of each

receipt aggregating in excess of $200

and the aggregate election cycle-to-date

total.

LINE 15. Enter the total amount of other

receipts (including dividends, interest

and repayments by persons of loans

made by the committee) on Line 15. For

each person who provides any dividends,

interest or other receipts aggregating in

excess of $200 during the election cycle,

the committee must provide on Schedule A the identification of the person,

the date and amount of each receipt aggregating in excess of $200 and the aggregate election cycle-to-date totals.

LINE 16. For Columns A, B and C, add

Lines 11(e), 12, 13(c), 14 and 15 to derive the figures for Line 16.

LINE 17. Enter the total amount of operating expenditures on Line 23. Examples of operating expenditures are:

media advertising, newspaper advertising, salaries, travel, rent and telephones.

For each person who receives payments

for operating expenditures aggregating

in excess of $200 during the election

cycle, the Committee must provide on

Schedule B the full name and mailing

address, date, amount and purpose of the

expenditure (see also instructions for

Schedule B).

LINE 18. Enter the total amount of

transfers to other authorized committees

of the same candidate on Line 18. These

transfers must be itemized on Schedule

B, regardless of the amount. For each

transfer, provide the full name and mailing address of the recipient committee,

date and amount, and state that the purpose of the disbursement is a “transfer.”

LINE 19(a). Enter the total amount of

loan repayments of loans from the candidate (including any loans to the committee guaranteed by the candidate) to

his or her authorized committee on Line

19(a) including loans derived from a

bank loan to the candidate or from an

advance on the candidate’s brokerage

account, credit card, home equity line

of credit, or other lines of credit. All

loan repayments must be itemized on

Schedule B, regardless of the amount.

For each person who receives a loan repayment, provide the full name, mailing address, date and amount, and state

that the purpose of the disbursement is

a “loan repayment” (see also instructions

for Schedule C).

LINE 19(b). Enter the total amount of

loan repayments of all other loans on

Line 19(b). (See instructions for Line

19(a) for other reporting requirements.)

LINE 19(c). For Columns A, B and C,

add Lines 19(a) and 19(b) to derive the

figures for Line 19(c).

LINE 20(a). Enter the total amount of

contribution refunds to individuals/persons other than political committees on

Line 20(a). For each person who receives a refund of a contribution which

was previously itemized on Schedule A,

the committee must provide on Schedule B the full name, mailing address,

date and amount, and state that the purpose of the disbursement is a “contribution refund.”

LINE 20(b). Enter the total amount of

contribution refunds to political party

committees on Line 20(b). All such refunds must be itemized on Schedule B,

regardless of the amount. For each contribution refund, provide the full name,

mailing address, date and amount, and

state that the purpose of the disbursement is a “contribution refund.”

LINE 20(c). Enter the total amount of

contribution refunds to other political

committees on Line 20(c). (See instructions for Line 20(b) for other reporting

requirements.)
Federal Election Commission (Revised 02/2003), Page 3

INSTRUCTIONS FOR POST-ELECTION DETAILED SUMMARY PAGE (FEC FORM 3)

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LINE 20(d). For Columns A, B and C,

add Lines 20(a), 20(b) and 20(c) to derive the figures for Line 20(d).

LINE 21. Enter the total amount of other

disbursements on Line 21. For each

person who receives any

disbursement(s) not otherwise disclosed

that aggregate(s) in excess of $200 during the election cycle, the committee

must provide the full name and address

of each such person, together with the

date, amount and purpose of any such

disbursement.

LINE 22. For Columns A, B and C, add

the totals on Lines 17, 18, 19(c), 20(d)

and 21 to derive the figures for Line 22.

Instructions for Part III

For this report only, substitute Part III

of page 8 (Post-Election Detailed Summary Page) in lieu of Line 6 of page 2

(Summary Page). Do not complete Line

6 of the Summary Page for this report.

To derive the Columns A, B and C totals for Part III, subtract the totals listed

above in Line 20(d) from the totals listed

for Line 11(e).

Instructions for Part IV

For this report only, substitute Part IV

of page 8 (Post-Election Detailed Summary Page) in lieu of Line 7 of page 2

(Summary Page). Do not complete Line

7 of the Summary Page for this report.

To derive the Columns A, B and C totals for Part IV, subtract the totals listed

above in Line 14 from the totals listed

in Line 17.

Instructions for Part V

LINE 23. Enter the total amount of cash

on hand at the beginning of the reporting period. This amount includes: currency; balance on deposit in banks; savings and loans institutions and other depository institutions; traveler’s checks

owned by the committee; certificates of

deposit; treasury bills and other committee investments valued at cost.

LINE 24. Transfer the amount from

Column A of Line 16 to Line 24.

LINE 25. Add Lines 23 and 24 to derive the figure for Line 25.

LINE 26. Transfer the amount from

Column A of Line 22 to Line 26.

LINE 27. Subtract Line 26 from Line

25 to derive cash on hand at the close of

the reporting period for Line 27.