Political Action Contributions

The PAC module tracks Political Action Contribution information. The PAC Module records year to date and life totals for each individual. Through the report writer you can print out the state ethics commission report. The PAC Module processes contributions and disbursements for both state and federal PAC’s. Within this module, you can track a complete history of contributions and/or disbursements, spread pledges on a monthly quarterly or annual basis, and SAMS C/S interfaces with many popular accounting packages.

The details tab provides you the opportunity to establish an information screen on the PAC record, but then add unlimited transactions.  The transaction info tab shows a listing of all transactions.

NOTE:  You must set up the PAC information prior to using the PAC module.

Related Topics

Field Descriptions

Name and ID No

The individuals name and ID number is defaulted from the individuals main screen and cannot be changed.

Occupation and Group

Enter the individual’s occupation. Enter a group for this individual, the group field is used to sub-categorize PAC records.  

PAC Type

Enter a "C" for Contributor, "L" for Legislator, or "V" for Vendor for this record.

Initial Date

The initial date is entered as the current date, but can be changed to reflect another date for the record.

Use 2nd Address?

Used in a report formula to pull an individual's second address when generating PAC mailings.

Pledge Frequency and Pledge Amount

Enter a "M" for Monthly, "Q" for Quarterly, "A" for Annual or "S" for Semi-Annual in the pledge frequency field. Enter the pledge amount for the individual.

Spread Pledge

Based on the Pledge frequency and Pledge amount, SAMS will automatically calculate the payment schedule for you.

Fiscal Year to Date -State, Federal, and Total

The fiscal year to date is the amount that has been recorded for the state and federal levels as well as the total for this fiscal year.

Life Total - State, Federal, and Total

The life total is the amount that has been recorded for the state and federal levels as well as the total since the first transaction was recorded.

Soft Total - State, Federal, and Total

The life total is the amount that has been recorded for the state and federal levels as well as the total since the first transaction was recorded.

Last Date - State and Federal

The last date is the date of the last transaction recorded for the state and federal level.

SAMS will calculate the monthly or quarterly pledge amount due for you. Enter the pledge frequency and amount and click the Spread Pledge button for SAMS to calculate the amounts.