EFS USER MANUAL

Welcome to the New York State Board of Elections' Electronic Filing System for .. Financial Disclosure. The Electronic Filing System (EFS) is a database application that enables filers to enter and maintain data relevant to New York State .. Financial Disclosure. The Disclosure Statements or Filings are then sent to the Board of Elections in electronic format. The data or transactions entered become permanent records in each filer's EFS database tables as well as the Board of Elections' database. Filers can query their database tables to produce various reports for their own use.

There are three (3) main sections--Filer Section, Filing Inventory Section and Transaction Section--which comprise the Electronic Filing System. These three sections of the Electronic Filing System (EFS) correspond directly to the financial disclosure requirements and the detailed instructions for completing the financial disclosure forms as set forth in the New York State Board of Elections Handbook of Instructions for .. Financial Disclosure.

In addition, there is a Menu Bar, a Navigation Bar, as well as, Drop-Down Lists to aid in the manipulation of the form and the data. These tools assist you in filing disclosure statements, printing reports, creating and deleting records, and selecting items from lists.

At the beginning of each EFS session, the operator or user will be prompted for his/her initials or an ID--minimum of two (2) characters and maximum of eight (8) characters. You will then be able to track who has entered or edited transaction records. This is available for your own auditing purposes.

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GENERAL INSTRUCTIONS

Menu Bar

The Menu Bar contains options which allow you to save your electronic filing disclosure statement to floppy diskette, view/print a full report or an individual schedule, create or add filing schedules, query the database tables, and exit the program.

Navigation Bar

The Navigation Bar contains the tools or buttons you need to manipulate the form and the data. If the buttons are in bold print, they are available for use on the task being performed. If the buttons are not in bold print, they are not available for use on the task being performed.

As a reminder of where you are in the form, the background color of the Navigation Bar will change to correspond to the background color of the section in which you are working.

If at any time you do not see the Navigation Bar, move the scroll bar on the far right, which runs the length of the page, all the way to the top of the page.

Drop-Down List

Some fields have a down-arrow button on the inside right of the field. This button will reveal a Drop-Down List with the possible choices for that field. You simply click on one of the items to make a selection. Also revealed is a scroll bar to the right of the list which can be used to move up and down the list.

Use the Tab key or the four arrow keys to move from field to field in the form.
When entering data into a field, make sure that your cursor position is at the very beginning of the field. Use your left arrow key to move the cursor to the beginning of the field.

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EFS KEY CONCEPTS

The Filer ID is one of the most important elements of EFS. It is essential that your Filer ID number be correct.
The Filing Year should always correspond to the current calendar year. For example, the Filing Year for the January Periodic Filing will be the current year even though it may contain transactions from the previous year.
All Date Field entries in Section III-Transaction Section must have a four-digit year. For example, the Date Received field would look like: 3/17/2000

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SECTION I--FILER SECTION

This section contains basic information about the candidate and/or the candidate's committee. The Filer Section need only be completed one time. Fill this section out completely, and then use the Post button in the Navigation Bar to save it. Some information filed in other sections of this form are dependent on the information entered in the Filer Section.

ID NUMBER

Enter your six (6) character identification number. The Filer ID number starts with an "A" followed by five (5) numbers. This identification number is assigned by the Board of Elections. The identification number must be present in order for the filer to complete the filing.

e.g. A09999 not AO9999 or A9999

COMMITTEE OR CANDIDATE NAME

If this report is being filed by a candidate and no committee exists, provide the candidate's name in this field.

If this report is being filed by or on behalf of a treasurer of a committee, provide the committee's name.

OFFICE

Click on the drop-down arrow button to reveal a list of political offices. Select an office by clicking once on the office for which the candidate is filing or select the blank line at the bottom of the list if none of the selections apply to you.

DISTRICT

Enter the district number, if applicable, of the Judicial, Senate or Assembly District for which the candidate is filing.

TYPE

Click on the drop-down arrow button to reveal a list of committee types. Select a committee type by clicking once on the type of committee filing the report.

TREASURER

If this report is being filed by a candidate and no committee exists, provide the candidate's name, address, city, state and zip code.

If this report is being filed by or on behalf of a treasurer of a committee, provide the treasurer's name, address, city, state and zip code.

DEPOSITORY

Enter the name, address, city, state and zip code of the bank or financial institution through which the candidate or committee transacts .. finance business.

IMPORTANT:

AT THIS POINT YOU MUST POST IN ORDER TO SAVE THE INFORMATION IN THE FILER SECTION. INFORMATION IN OTHER PARTS OF THE REPORT ARE DEPENDENT ON THE INFORMATION IN THIS SECTION.

TO POST: Click on the Post Edit button in the Navigation Bar. Your Filer Section information is now saved.

You are now ready to proceed to the Filing Inventory Section.

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SECTION II--FILING INVENTORY

In this section you will create the specific filing periods and schedules which you are required to file. It is important to remember to create only the schedules you need to file.

Use the Inventory Maintenance option from the Menu Bar in order to create or add the filing periods/schedules you need to file. The filing year/filing period/schedules that you create will remain in this section and are available for use with Section III-- Transaction Section. You can choose to sort your Filing Inventory section in either ascending (to see the first schedule made) or descending (to see the last schedule made) order by selecting the appropriate radio button.

Select Inventory Maintenance from the Menu Bar and click on the Add Periods/Schedules option.

On your screen you will see some of your Filer Section information plus a box entitled "Filing Inventory Maintenance." You will use this box to create the specific filing year/filing period/schedules you need to file.

INVENTORY MAINTENANCE

FILING YEAR

Click on the field or the drop-down arrow button to reveal a list of years. Click on the appropriate year to make a selection. The year selected should reflect the current calendar year.

FILING PERIOD

Click on the field or the drop-down arrow button to reveal a list of filing periods. Use the scroll bar to move up and down the list. Click on the appropriate filing period to make a selection.

SCHEDULE

Click on the field or the drop-down arrow button to reveal a list of filing schedule letters. Use the scroll bar to move up and down the list. Click on the appropriate schedule letter to make a selection.

IMPORTANT:

AFTER EACH YEAR/PERIOD/SCHEDULE SELECTION, YOU MUST POST YOUR SELECTION IN ORDER TO SAVE IT.

TO POST: In the Filing Inventory Maintenance box, click on the Post Edit button in the Navigation Bar. You will notice that your selection now appears under the Filing Inventory Section of the screen.

In order to enter your data or transactions into the various schedules that you have created, you must go back to the main form. To exit out of Inventory Maintenance, click on the Exit button in the Filing Inventory Maintenance Box. You will then be back at the main form.

YOU HAVE TWO OPTIONS AT THIS POINT

You can either create one filing period/schedule at a time or you can create make them all at once before going on to the next section.

Option 1 -- You can choose to exit Filing Inventory Maintenance and go on to Section III --Transaction Section to enter the data for the filing period/schedule you have just created. To exit, click on the Exit button in the Filing Inventory Maintenance box. This will take you back to the main form.

You are now ready to proceed to the Section III--Transaction Section. After completing the Transaction Section for the filing period/schedule you have just created, go back and select the Inventory Maintenance button in the Menu Bar again to create your next filing period/schedule.

Be sure to click on the Post Edit button each time you create a filing period/schedule in order to save it to Section II--Filing Inventory Section of the form. Repeat these steps until all the necessary filing period/schedules are completed.

Option 2 -- Do not exit Filing Inventory Maintenance and create all the necessary filing period/schedules at one time. Continue to make your selections of filing year, filing period and schedule. Be sure to click on the Post Edit button each time you create a filing period/schedule in order to save it to Section II--Filing Inventory Section of the form.

Using this option you create all your filing year/filing period/schedules one after another. After creating all your filing period/schedules, click on the Exit button in the Filing Inventory Maintenance Box. This will take you back to the main form.

You are now ready to proceed to Section III.

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SECTION III-TRANSACTION SECTION

In this section, you will enter the data for the various filing period/schedules you have created in Section II-Filing Inventory.

It is important to make sure you are filling out the correct schedule when adding information. In the Filing Inventory Section of the form, make certain that you note which filing period/schedule is highlighted. Also check that the name in the title bar of Section III, to the right of "Transactions for", corresponds to the schedule you are completing. If you fill out the wrong schedule, you must re-enter all the information into the correct schedule.

· In Section II -- Filing Inventory, check to see that the filing period/schedule you want to complete is highlighted. An arrow to the left of the highlighted filing year/filing period/schedule indicates which filing period/schedule you are working on.

In Section III -- Transaction, check to see that the correct name of the schedule is to the right of "Transactions for" label.
Click on the first field which is the date field. Go to the Navigation Bar, and click on the Insert Record (+) button. The arrow which was next to the date field is now an asterisk(*). You will now be able to enter your data. Use the Tab key to move from field to field.
Some fields reveal a list of choices, e.g., Purpose Code. Double click on an item in the list to select it. If you need to change a selection, double click on the field to bring the list back again.
Schedules A-E have Note Fields which are available for any additional notations. This 36-character field displays in the same location as the Explanation Field found in other schedules.
To save the transaction you just entered or to add more records, press the Tab key until you are no longer on that record. A new record becomes available for your next transaction, and your previous transaction is saved. You can also use the down arrow key to create a new record and then use the left arrow key to move to the beginning of the new record.
Note the asterisk(*) at the beginning of the next record. This indicates that you may now insert your data into the new record.
After completing a schedule, go back to Section II--Filing Inventory. Highlight the next schedule you need to complete. Make sure it is the correct schedule. Click on the first field, click on the Insert Record (+) button and enter your data. Repeat these steps until all the required filing period/schedules are completed.

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List of Names - Multiple Contributions or Expenditures Paid To

This feature allows you to see how many times and what amounts a particular individual, partnership or corporation has contributed or how many times and what amounts you have paid to an individual, partnership or corporation for expenditures. It also allows you to select a name from the list and insert it into your current record. You simply double click on any name field, e.g., Last Name, Corporation, Payee, Receipt Source, etc., to reveal a list of names of all contributors, payees, lenders, vendors or corporations from previous transactions for a particular schedule.

For example, if you double click on a blank Last Name field in your current Schedule A transaction, you will see a box displaying an alphabetical list of names, amounts, dates, and addresses of all the Schedule A transactions from the filing periods listed in your Filing Inventory section. You can then press the letter key of the first letter of the last name for which you are looking to go to that name or you can scroll down the list to the name you want. If you double click on one of the entries in the display box, that name and address will be inserted into the current record.

Also if you double click on a Last Name field with a name in it, e.g., the last name Bell and you have, for example, a January Periodic Schedule A highlighted in your Filing Inventory section, you will retrieve a list of all the names with the last name of Bell from all the Schedule As listed in your Filing Inventory section. If you double click on one of the entries in the display box, that name and address will be inserted into the current record.

Exiting the List of Names - To exit the list of names display box, press the spacebar or click on the " < " symbol located in the top right-hand corner (next to the date field) of the Transaction section. The box will also disappear if you choose one of the names from the list of names.

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How to Enter: Unitemized Entries, Credit Card Payments, Two Contributor Names, etc.

Entering Unitemized Receipts/Expenses for Various Schedules:

Schedules A, D and P: Use the code UNIT for unitemized contributions. In the Code field, select UNIT from the drop-down list, and enter the unitemized totals in the Amount field.

Schedules B and C: Enter "UNITEMIZED" in the Corporate/Name field. Then enter the unitemized totals in the Amount field.

Schedule O: For Partnerships with unitemized contributions, enter "UNITEMIZED" in the Partnership Name field. Enter the unitemized totals in the Contribution field.

Schedules E, F and Q: In the Code/Purpose Code field, select OTHER and enter "UNITEMIZED" in the Receipt Source/Payee/Name field. Enter the total unitemized receipts or expenditures in the Amount/Amount Paid field.

Entering a Credit Card Payment

If you have a credit card payment, enter the bank name with all the information plus the amount in full. On the subsequent lines, list the vendor names and addresses, but omit the amount and add an "R" to the check number (e.g., 123R) as a reference to the previous line. Also in the explanation field write memo and the amount. All the memo amounts in the explanation field should add up to the total amount in the first line. See the example below:

1st line:
Date	Purpose	Payee	Street	City	State	Zip	Check/Ref#	Amt Pd	Explanation
6/3/1999	other	A&B Bank	PO Box 25	NY	NY	10001	1248	$600
Subsequent lines:
5/5/1999	petit	PrintIt	PO Box 76	NY	NY	10002	1248R		memo:$240.00
5/19/1999	radio	WNEW	1 Main St.	NY	NY	10003	1248R		memo:$220.00
6/3/1999	other	Unitemized					1248R		memo:$140.00

Entering Two Contributor Names

In Schedule A, if you have two names for a name field (e.g., Jerry and Terry Jones), enter the 1^st name (e.g., Jerry Jones) with all the information plus the amount in full. On the next line, add the other name (e.g., Terry Jones), but omit the amount and add an "R" to the check number (e.g., 123R) as a reference to the previous line. If the names appear as Mr. and Mrs. Jerry Jones, enter 1^st line the same as above, and add a note in the explanation field (e.g., Mrs. Jerry Jones also contributor).

Example #1:

1^st line:
Date	Code	Name	Street	City	State	Zip	Check/Ref#	Amt Pd	Explanation
6/3/1999	Ind	Jerry Jones	PO Box 25	NY	NY	10001	1248	$600
2^nd line:
6/3/1999	Ind	Terry Jones	PO Box 25	NY	NY	10001	1248R

Example #2:

1^st line:
Date	Code	Name	Street	City	State	Zip	Check/Ref#	Amt Pd	Explanation
6/3/1999	Ind	Jerry Jones	PO Box 25	NY	NY	10001	1248	$600	Mrs. Jones also contributor

Entering Corporation Names

The full name for corporations or committees should be used if possible. You can use standard abbreviations for long names to get in as much of the name as possible. If there is a corporation name listed in Schedule A, use the partnership code and make sure that the "Corp.", "Ltd.", or "Inc." listed at the end of the name is visible in the name field.

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MAKING CHANGES

· To delete a blank line, press the Esc key.

To delete a record with data, click on the line to be deleted. Go to the Navigation Bar and click on the
Delete Record (-) button.
To correct a field or to add more data to a field after you leave the record, click on the field you need to edit. Go to the Navigation Bar and click on the Edit Record button. The arrow at the beginning of the record will turn into an I-beam. Click on the field you want to edit again. Use the backspace key to clear the entire field or use the left-arrow key to move to an individual letter or number.
When the I-beam is present, you can edit any of the fields in that particular record. To save your changes, click on any record other than the record that you have just edited. The I-beam turns back into the arrow, and your changes are saved.
If you make any changes in the Filer ID Section, you must click on the Post button in the Navigation Bar in order to save your changes.

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REPORTS AND FILINGS - THE DIFFERENCE

A Report is your completed filing period/schedules which you can view, print, load and save for your own records. It can be saved to your hard drive or to a floppy diskette. When a report is saved, the file name will have a ".qrp" extension, e.g. JanPer99.qrp. Select the Report option from the Menu bar to view, print, save and load your reports.

The Filing is your completed filing period/schedules which you are required to file. It is saved to a floppy diskette and sent to the Board of Elections. When a filing or disclosure statement is saved, the file name will look similar to this: A00000.99J. This file is specially formatted to be machine readable. Select the File option from the Menu bar to save your disclosure statement to floppy diskette.

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VIEWING/PRINTING A REPORT

It is strongly recommended that you view or print out your report to check for accuracy before saving your disclosure statement to a floppy diskette.

In the Menu Bar, select Reports. Choose to either view or print your full period report or an individual schedule (make sure the desired schedule is highlighted in Section II--Filing Inventory Section of the form).

From the reports screen menu, use the zoom buttons to make your report readable or choose the print button to print out your full report or an individual schedule. If you need to make any changes, go back to the appropriate section of the form and make the necessary corrections.

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HOW TO FILE YOUR DISCLOSURE STATEMENT

After reviewing your report for accuracy, you are now ready to create the machine-readable file of your disclosure statement that you will send to the Board of Elections.

In the Menu Bar, select File. Select the first option, File Disclosure Statement.

The first box which appears asks you to specify the filing period you need to file. Select the filing period by clicking on it once, and press the "OK" button. You need to use the arrow buttons or the scroll bar to view all of the filing options.

The second box which appears asks you to enter the filing year. It will default to the year of the filing period/schedule that you have highlighted in the Filing Inventory Section. Enter the year of the filing period you need to file and click "OK" or just click "OK" if the default year is correct.

The third box which appears asks you to enter your filer ID number. The default is the filer ID number which appears in the Filer section. Enter the filer ID number you need to file and click "OK" or just click "OK' if the default filer ID number is correct.

Note: Although the following example shows a filer ID of A98765, Westchester County offices will have a filer ID beginning with “W”. W98765 for example.

The last box shows you the file name of the file you have just created from the selections you have made in the previous boxes, and asks where you would like to save that file.

The file name consists of the following: "A98765 " is where your filer ID will appear. The "00" represents the filing year, 2000. The "G" represents the filing period, e.g., "32 Day Pre Special." The other filing periods are designated as follows:

A	32 Day Pre Primary	G	32 Day Pre Special
B	11 Day Pre Primary	H	11 Day Pre Special
C	10 Day Post Primary	I	27 Day Post Special
D	32 Day Pre General	J	January Periodic
E	11 Day Pre General	K	July Periodic
F	27 Day Post General		Off Cycle

Examples:

January Periodic for 2000 file name would look like A98765.00K
32 Day Pre General for 2001 file name would look like A98765.01D
Off Cycle for 2002 file name would look like A98765.02

IMPORTANT

In order to save your disclosure statement to a floppy diskette, insert a formatted floppy diskette into the floppy drive and choose Drive A. Make sure the box labeled "Drives" in the lower right-hand corner is showing "a:", and click "OK."

Your report will be written to the floppy diskette. This disk should then be submitted to the Board of Elections to fulfill your electronic filing requirement.

Note: If it becomes necessary to amend your filing, you must make the amendment on paper and send it to the Westchester County Board of Elections.

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EFS DATABASE MAINTENANCE

Also under File on the Menu Bar are the options, Pack Files and Re Index Files. These options assist in the proper maintenance of the EFS database.

If you have made numerous deletions and edits, the Pack File option will rearrange your database files so that the free space is used most efficiently. The Pack File option should be run on a regular basis.

The Re Index Files option recreates the index and should be run after a considerable amount of activity-say 500 records added.

IT IS HIGHLY RECOMMENDED THAT YOU BACKUP UP YOUR FILES WITH YOUR OPERATING SYSTEM'S BACKUP UTILITY ON A REGULAR BASIS.

Here's one way to back-up you data:
In the folder in which you have EFS installed - the default folder when you install is called EFS so that's the folder unless you had changed it during installation - there is a subfolder called DATA. Copy that folder to some other folder. I t might be a good idea to create a folder called EFS Data Backup or use your own folder name and copy it there. You now have a copy of your data.

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IMPORTING DATA INTO EFS

It is now possible to import data into the EFS database. The following guidelines must be adhered to:

The Filer ID Number and the Schedules to be populated must be created before importing data.
The data to be imported must be in the format as described in Appendix B: Data Elements of the Filer Instruction Guide, Electronic Filing System for .. Financial Disclosure.

How to Import Data

Under the File option in the Menu bar, select Import Disclosure Data. You will be asked to the select the format of the data you want to import. There are only two (2) accepted formats for importing into EFS-Fixed Format and Comma Delimited ASCII. See Appendix B for the Record Layout for EFS Disclosure Transactions for both the Fixed Format and the Delimited ASCII.

In the File Name box, enter the exact file name of the file you would like to import into EFS or use wildcards (e.g., *.99d will select all files with a .99D extension). Make sure the drive box in the lower right-hand corner reflects the drive letter where your file is saved. Click the OK button.

If you used a wildcard, a list of file names with your search criteria will appear. Click on the file name you wish to import, and that name will appear in the File Name box. Click the OK button, and the file name you entered or selected from the list will be imported into the matching Filer ID number, filing periods and schedules you created to populate. Now click on any schedule in the Filing Inventory section to see the transactions that have been imported into that schedule.

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QUERY OPTIONS

Along with Querying the Database Tables, you can now run a Group Query or a Single Record Query. These options will make it easier to find transactions that may need to be reviewed, edited, moved or deleted.

A Group Query allows you to search for a transaction by the last name or company name from all the filing periods listed in your Filing Inventory section with a particular schedule or from the current filing period and schedule highlighted in your Filing Inventory section. Under the current filing period option, you can also edit a transaction or move a transaction to a different Filer Id number, filing period and/or schedule

A Single Record Query allows you to search for a transaction by name or date or amount, etc. from the corresponding transaction field.

The results that are retrieved from both types of queries will give you all the transaction information as well as the filing year, the filing period and the schedule in which the transaction is located.

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How to Run a Group Query

Under the Query option in the Menu bar, select Group Query. Select to search either All Filing Periods and Years for Current Schedule or Current Filing Period and Year for Current Schedule.

All Filing Periods and Years for Current Schedule

In the Group Search box, select All Filing Periods and Year for Current Schedule if you want to search name columns for transactions from all filing periods with a particular schedule (e.g., search all filing periods with a Schedule A).

For example, if you select the All Filing Periods and Years for Current Schedule and enter the name of "Bell" as your search criteria, you will retrieve a yellow screen with a list of all the occurrences of the last name of "Bell" from all the Schedule As listed in your Filing Inventory section, e.g., from the 32 Day Pre General Schedule A, the 1999 July Periodic Schedule A, the 1999 27 Day Post General Schedule A, the 2000 January Periodic Schedule A, and the 2000 July Periodic Schedule A.

Note: Due to page size limitations only a portion of the information that is available when running a Group Query can be shown here. Also see Appendix B: EFS Data Elements for a complete breakdown of the codes for the various fields.

Current Filing Period/Year for Current Schedule

If you select the Current Filing Period and Year for Current Schedule option and enter the name "Bell" as your search criteria, you will retrieve a list of the occurrences of the last name "Bell" for only the filing period and schedule currently highlighted in the Filing Inventory section. For example, if you have your 2000 July Periodic Schedule F highlighted, you will retrieve a list of transactions with the last name Bell from that filing period, year and schedule only.

Note: Due to page limitations Corp_30 (name field) is being shown here out of actual field sequence for demonstration purposes.

Exiting the Group Query - If at any time you want to exit out of the Group Query, click in either the Filer section or the Filing Inventory section. Be aware that if you click on the Filing Inventory section to exit, you may inadvertently highlight a different schedule than the schedule on which you were previously working.

Moving a Transaction to Another Filer ID Number, Filing Period or Schedule

You can move a transaction to another Filer Id number, filing period or schedule, but caution must be exercised. A red screen becomes visible as a reminder that the loss of data is a real possibility when performing this operation.

In order to move a transaction, the Filer Id number, filing period and/or schedule into which you want to move your transaction must first be created. For example, say you mistakenly added a transaction to the 32 Day Pre General Schedule A when you really wanted the 32 Day Pre Special Schedule A. First, you must make a 32 Day Pre Special Schedule A using the Inventory Maintenance option on the Menu bar.

Now run a Group Query selecting the Current Filing Period and Year for Current Schedule option. Enter the last name or company name of the transaction you need to move to the correct schedule. When your search results appear, the Transaction section will be gray. Double click on the transaction you want to edit or move. The Transaction section will now turn red.

Note: Not all the fields are shown in this graphic. You may have to use the Tab key or scroll bar to access all the fields.

The FREPORT_ID is the field that indicates in which filing period the transaction is located. The code breakdowns for the various fields can be found in Appendix B: EFS Data Elements. The code "F" in this case represents the 27 Day Post General filing period. In order to move the transaction to the 27 Day Post Special filing period, you must change the code to "I" for our example move.

Tab over to the FREPORT_ID field. The I-beam at the beginning of the record indicates that you are in edit mode. If you do not see an I-beam, click on the FREPORT_ID field and then click on the Edit Record button in the Navigation bar. Now change the code to "I", and then tab off the record to save the change. Exit out of the Group Query by clicking on the Filer section. Click on the filing periods which were involved in the move operation to see that the transaction was moved to the correct filing period and no longer appears in the incorrect filing period.

These steps will also be followed if you need to change a Filer Id number or a transaction code. You must remember that in order to move a transaction, you must first create the Filer Id, filing period and/or schedule into which the transaction will be moved.

You may receive an error message that says "Record already locked by this session." if you attempt to make a change to a record, but exit before tabbing off the record to save the change. If you receive this message, simply click on the OK button in the message box, exit the EFS software, and then start a new session. That previously locked record is now available for changes again.

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How to Run a Single Record Query

In the Filing Inventory section, highlight the filing period/schedule you would like to search. Under the Query option in the Menu bar, select Single Record Query.

In the Locate Value box, enter the text for the transaction for which you are looking. In the Text to Find box enter the name or date or amount, etc., that you want to locate. For example, show all of the transactions with contributions of $500 in the filing period/schedule you have highlighted in the Filing Inventory section. At the bottom of the screen in the Desired Field box, select the field where that text would be found, e.g., AMOUNT. Click the Find First button.

You can also make your search more specific by using the Case Sensitive option (looks for the text exactly the way you typed it in the Text to Find box) or retrieve a greater number of search results by using the wildcard option. For example, if you typed %Smith% in the Text to Find box and selected the last name field, you might retrieve names such as, Silversmith, Smith or Smithers.

The transaction record with the first occurrence of your search criteria will be highlighted in the Transaction section. To see the next occurrence of your search criteria, go back to the Single Query Locate Value box and select Find Next or click on the " < " symbol located in the top right-hand corner (next to the date field) of the transaction section.

Note: Due to page limitations the amount field is being shown here out of actual field sequence for demonstration purposes.

When all the occurrences of your search criteria have been found, you will receive message similar to the following:

Note: In this example, the 500 represents your search criteria in the Text to Find box, and the AMOUNT_70 represents the field you selected in the Desired Field box.

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QUERYING THE DATABASE TABLES

This section describes the various buttons, drop-down lists, check boxes, etc. which you can use to build queries, add/remove tables from your query and open/save queries when querying the database tables. Use the Help button to find comprehensive information on these and other SQL Builder topics.

In the Menu bar, select Query. Click on Query Database Tables. The SQL Builder Menu Bar shown here will appear.

Opening Saved Queries

This button displays the open file dialog box to allow you to select a previously created and saved TSQLBuilder query to open. The current query will be replaced by the opened query.

Saving Queries

This button displays the save file dialog box to allow you to save the current query to file.

Table, Joins and Field Selection Wizard

This button displays the Table, Joins and Field Selection wizard. It takes the user through setting up the initial query step by step.

Adding Tables

The first part of building any query is to select the tables that are to be queried. As each table is selected, a grid is shown displaying the fields available in that table.

Removing Tables

To remove a table, first click on the grid for that table to select it. When a table's grid is removed, any selected fields and table joins for that table are also automatically removed.

Table Joins

Displays all table join details.

User-Defined Fields

Displays a dialog box to add a user-defined field to the query.

Display SQL Builder

Displays the visual SQL query builder panel.

Display SQL Text

Displays the generated SQL text in the Query Editor panel. If the appropriate option is set, then the query may also be modified.

Display SQL Query Results Table

Attempts to open any databases being used and to run the visual query currently being designed. If all necessary databases can be opened and the query is valid for those databases, the results are displayed in a read-only table format. This function only operates with "Select" queries.

Query Type

Selects the type of query that will be generated from a list. The query type also determines which rows are displayed in the Selected Fields Grid.

Ignore Dups

Adds the reserved word "DISTINCT" to a Select-type query to remove any duplicate rows.

Autogroup

If checked, a query that contains summary columns will be grouped on all non-summary columns.

The Selected Table Grid

Adding and Removing Fields from the Query

The table grids display a list of fields available for each selected table. To add a field to the query, simply double click the required field or drag it to the Selected Fields Grid. A green checkmark will appear showing that the field is selected and a column for that field will appear in the Selected Fields Grid. To deselect a field, simply double click it again.

The Table Join Editor

Adding Joins Between Table Fields

Whenever you add a table to the query the join properties editor will be displayed. If there is a natural join between the newly added table and the previously selected table, the information will already be set up for you to confirm.

You can select different join fields or enter more complex joins by clicking the Custom button and filling in the join type and criteria.

To add a join between fields in two tables after they are already in the query, simply hold the left mouse button and drag the first of the fields to be joined to the other field and drop it.

Joins between fields are represented by connecting lines between the joined fields, dark red for inner joins and green for outer joins.

The Selected Fields Grid

Each column in this grid represents a field that is either user defined or has been selected from the available tables. The order of the columns determines the sort and grouping orders. Where applicable, any column can be dragged to whatever position you like.

Some columns cannot be edited:

a. The values in the first two rows (table and field name) cannot be edited.

b. If grouping is used and this is not a grouped field, then the "Where value is" and "Or value is" rows are protected and "Having" is open. If it is a grouped field, then the reverse applies.

To edit any of the other values, click on the cell containing that value. If the possible values are true or false, then a drop-down list will appear. In other cases, an edit box and Expression Builder button appear. If the criteria is simple, just type it in; otherwise, click the button and let the Expression Builder do the work for you.

Table
The table name of the selected field or a "User-Defined" field if the field is defined by the user.

Field Type
The data format used to store the data for this field.

Show Field
If true, then the field is included in the select clause of the query.

Sort Type
The sort type can be ASC (ascending), DESC (descending) or not sorted on this field.

Note: Column order also affects the sort. Columns are naturally sorted from left to right.

Where Value Is
Criteria for the "Where" clause of the query. Criteria can be in one of two formats:

I. First non-blank character is an operator, i.e. <, >, +, -, /, *, =

e.g. > 01/01/95 entered in the "DateOpened" column of a table.

Use this format to simply compare the column's value to the entered value.

Note: Quote characters are not necessary. They will be added automatically when needed.

II. First non-blank character is NOT an operator. Enter the full expression you want to appear in the "Where" clause of the query of any selected field's column.
e.g. UPPER("Customer.db"."Company") = 'IBM'

Note: Replaceable parameters are supported when running queries in TSQLBuilder.

e.g. UPPER("Customer.db"."Company") = :CompanyName

Or Value Is
Criteria for the "Or" clause of the query. Same format as "Where Value Is":

First non-blank character is an operator, i.e. <, >, +, -, /, *, =
e.g. > 01/01/95
First non-blank character is NOT an operator.
e.g. UPPER("Customer.db"."Company") = 'IBM'

Group Field
If true, then query will group data on this field. If the Autogroup box is checked, then this will be handled for you when the query is viewed or run.

Note: You should group all table columns whenever your query returns one or more columns created by a summary operator (Sum, Avg, Count, etc.) and one or more table columns.

Having
If "Group Field" is true, this restricts the groups returned by the query.

Same format as "Where Value Is":

First non-blank character is an operator, i.e. < ,>,+, -, /, *, =
e.g. > '01/01/95'
First non-blank character is NOT an operator.
e.g. UPPER("Customer.db"."Company") = 'IBM'

Set To Value (Update Queries Only)
Sets the value for that field for all rows that meet the query criteria.

The Expression Builder

The Expression builder allows you to assemble fairly complex expressions simply by pointing and double clicking. Double clicking any function, operator or field will add the item to the expression. If any part of the expression is selected, the selected portion will be replaced by the double-clicked item.

Sub-Selects

Sub-Selects are SQL queries that return a result set. TSQLBuilder allows you to build and test sub-selects visually and independently of the original query. The sub-select's result set may then be used in the criteria of a "Where" clause.

For example, to return the names of all customers that are listed in the BadDebts table, you can use a sub-select to select just those customers with bad debts recorded:

SELECT CustCode, Custname
FROM Customers
WHERE CustCode in
(SELECT CustCode
from BadDebts)

The Query Tables and Fields Wizard

The Wizard takes the inexperienced user through the steps in creating a valid SQL query, one at a time. The user simply picks what they want, and then clicks the Next or Previous buttons to go forward or backward through the process.

The first screen displays a list of tables available in the selected database. As tables are selected, the joins between those tables are set up (automatically where possible).

When the Next button is clicked, a second screen with a list of available fields in the selected tables and a list of fields already selected is displayed. Select the required fields and set their order as required with the Up and Down buttons. If you want to include a user-defined calculated field, click the Add button and complete the details. The field will then be added to the selected fields list.

The first stage of building the query is now complete. Clicking the Finish button will return you and the query you've created to TSQLBuilder. The query can now either be fine tuned or run as is.

The Query Text Panel

This panel displays the actual SQL query text that corresponds to the settings in the Visual Design mode. If this text is not set to be read-only in the TSQLBuilder's options, you will be able to modify the query by hand and then run the modified query (as long as it remains a "Select" query). This allows you to include in the query any proprietary language extensions that are not part of the general SQL standard.

Note: Modify the query in design mode whenever possible as any changes made in the Query Text panel will not be mirrored in the Visual Design settings.

The Result Table Panel

If the query type is set to "Select", then the Result Table Panel will display the result of the query.

The Result Table Panel allows you to:

Test run queries and view the result table.
Save the result table to disk (local SQL only).
Print the result table as a customized report.

If the query type is set to "Delete" or "Update", then the Result Table Panel will display a preview of just the rows which will be modified by this query when you click the Post Changes button.

The Result Table Panel allows you to:

Test run queries and preview the rows to be affected.
Save the result table to disk (local SQL only).
Post the changes to the database.
Print the result table as a customized report.

Printing a Report in SQL Builder

The Result Panel controls the layout of the printed report. You change the report layout by setting the result table's font, column width and column order. Before printing, the report layout is checked to be sure it will fit on the page. You will be warned if it is too wide for the current page settings. The report can be made narrower by deselecting columns, reducing column width and reducing font size.

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Appendix A: EFS Installation Guide

ELECTRONIC FILING SYSTEM

INSTALLATION GUIDE

Welcome to the EFS Installation Guide. This guide contains all the necessary information and instructions required to install the EFS software on your computer. If you encounter any errors or problems during this installation, it is recommended that you call the EFS Help Desk at (518) 473-4803 or e-mail us at: efshelp@elections.state.ny.us.

To begin:

Insert disk #1.
From the Program Manager or the START Menu Bar, select File/Run or Run.
Type in: a:\setup in the box.
Press "OK" button.
Screen: Chief's Installer Pro Setup Wizard

Wait for program to run through processing on its own.

The EFS Software Installation Guide screen below appears.

Note: This screen contains information about installing and uninstalling the EFS software. This information is also available in the Read Me First file which may be accessed under Programs by selecting EFS and then Read Me First

Press "Ok" button.
The screen below appears.

Note: This installation program offers several opportunities to change "target locations," etc. during the install process.

IT IS RECOMMENDED THAT YOU ACCEPT THE DEFAULT LOCATIONS.

IF YOU PREFER TO REDIRECT THE INSTALLATION TO ANOTHER LOCATION, YOU MAY HAVE TO RUN THE BDE CONFIG. PROGRAM AFTER INSTALLATION TO ENTER THE NEW PATH SPECIFIED FOR THE EFS SOFTWARE. See the instructions for the BDE CONFIG. program at the end of this document.

To Continue:

Press "Start Install" button.
Screen: Target File

Wait for program to run through processing on its own.

The screen below appears.

Press "OK" button.
The screen below appears.

Press "Yes" button.
The screen below appears.
Insert BDE Install Disk #2.

Press "OK" button.
Screen: Target File

Wait for program to run through processing on its own.

The screen below appears.

Press "OK" button.
The screen below appears.

Press "OK" button.
The screen below appears.

Press "OK" button.
Remove Disk #2.
The screen below appears.
Close this window.
Restart Windows.

BDE CONFIG. PROGRAM INSTRUCTIONS

· If you have not changed any of the default "target locations," you will not have to modify any of the current settings.

· If you have changed any of the default "target locations," you may have to specify the new path for the EFS Alias.

· Under Programs, select EFS and then BDE CONFIG.

· Select the "Aliases" Tab at the bottom of the screen.

· Click on "EFS" in the Alias Names Box.

In the Parameters Box next to "Path," specify the path of your new target directory.

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Appendix B: EFS Data Elements

SCHEDULES

FIELD NAMES

DATE1_10

DATE2_12

CONTRIB_CODE_20

CONTRIB_TYPE_CODE_25

CORP_30

FIRST_NAME_40

MID_INIT_42

LAST_NAME_44

ADDR_1_50

CITY_52

STATE_54

ZIP_56

CHECK_NO_60

CHECK_DATE_62

AMOUNT_70

AMOUNT2_72

DESCRIPTION_80

OTHER_RECPT_CODE_90

PURPOSE_CODE1_100

PURPOSE_CODE2_102

EXPLANATION_110

XFER_TYPE_120

CHKBOX_130

A - Monetary Contributions/Individual & Partnerships
B - Monetary Contributions/Corporate
C - Monetary Contributions/All Other
D - In-Kind Contributions
E - Other Receipts
F - Expenditure/Payments
G - Transfers In
H - Transfers Out
I - Loans Received
J - Loan Repayments
K - Liabilities/Loans Forgiven
L - Expenditure Refunds
M - Contributions Refunded
N - Outstanding Liabilities
O - Partners / Subcontracts
P - Non .. Housekeeping Receipts
Q - Non .. Housekeeping Expenses

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DATA ELEMENT INVENTORY for table EFS_Transactions_T3:

Date Element Name
Data Type	Len	Start Pos	End Pos	Table	Schedule(s)	Description
FILER_ID	Char(6)	6	1	6	EFS_TRANSACTIONS_T3	KEY-1 ALL	Filer Id Number
FREPORT_ID	Char(5)	1	7	7	EFS_TRANSACTIONS_T3	KEY-2 ALL	Report ID⁽¹⁾
TRANSACTION_CODE	Varchar2(1)	1	8	8	EFS_TRANSACTIONS_T3	KEY-3 ALL	Transaction Code⁽²⁾
E_YEAR	Varchar2(4)	4	9	12	EFS_TRANSACTIONS_T3	KEY-4 ALL	Election Year
T3_TRID	Number(38)	10	13	22	EFS_TRANSACTIONS_T3	KEY-5 ALL	Transaction ID
DATE1_10	Date	10	23	32	EFS_TRANSACTIONS_T3	A-N, P, Q	Date of Schedule Transaction
DATE2_12	Date	10	33	42	EFS_TRANSACTIONS_T3	K, L, M	Original Date of Liability, Payment Date or Date Received
CONTRIB_CODE_20	Varchar2(4)	4	43	46	EFS_TRANSACTIONS_T3	A, D, O, P	Contributor Code⁽³⁾
CONTRIB_TYPE_CODE_25	Varchar2(1)	1	47	47	EFS_TRANSACTIONS_T3	D	Contribution Type Code⁽⁴⁾
CORP_30	Varchar2(40)	50	48	97	EFS_TRANSACTIONS_T3	C-F, G-Q	Corporation Name / Payee etc.
FIRST_NAME_40	Varchar2(10)	10	98	107	EFS_TRANSACTIONS_T3	A, D	First Name of Contributor
MID_INIT_42	Varchar2(1)	1	108	108	EFS_TRANSACTIONS_T3	A, D	Middle Initial of Contributor
LAST_NAME_44	Varchar2(15)	15	109	123	EFS_TRANSACTIONS_T3	A, D	Last Name of Contributor
ADDR_1_50	Varchar2(40)	40	124	163	EFS_TRANSACTIONS_T3	A-N, P, Q	Mailing Address (Contributor)
CITY_52	Varchar2(15)	15	164	178	EFS_TRANSACTIONS_T3	A-N, P, Q	Mailing Address City (Contributor)
STATE_54	Varchar2(2)	2	179	180	EFS_TRANSACTIONS_T3	A-N, P, Q	Mailing Address State (Contributor)
ZIP_56	Varchar2(5)	5	181	185	EFS_TRANSACTIONS_T3	A-N, P, Q	Mailing Address Zip (Contributor)
CHECK_NO_60	Varchar2(10)	10	186	195	EFS_TRANSACTIONS_T3	A-C, F-H, J, M, P, Q	Check Number
CHECK_DATE_62	Date	10	196	205	EFS_TRANSACTIONS_T3	J	Check Date
AMOUNT_70	Number(9,0)	9	206	215	EFS_TRANSACTIONS_T3	A-N, P, Q	Amount on Schedule(s)
AMOUNT2_72	Number(9)	9	216	225	EFS_TRANSACTIONS_T3	K, N, O	Amount Forgiven, Outstanding, Attributed.
DESCRIPTION_80	Varchar2(36)	36	226	261	EFS_TRANSACTIONS_T3	D	Description
OTHER_RECPT_CODE_90	Varchar2(24)	24	262	285	EFS_TRANSACTIONS_T3	E	Other Receipt Code⁽⁵⁾
PURPOSE_CODE1_100	Varchar2(5)	5	286	290	EFS_TRANSACTIONS_T3	F, N, O	Expenditure Purpose Codes⁽⁶⁾
PURPOSE_CODE2_102	Varchar2(5)	5	291	295	EFS_TRANSACTIONS_T3	Q	Expenditure Purpose Codes ⁽⁷⁾ For Schedule Q only
EXPLANATION_110	Varchar2(36)	36	296	331	EFS_TRANSACTIONS_T3	F, N, O, Q	Explanation
XFER_TYPE_120	Varchar2(1)	1	332	332	EFS_TRANSACTIONS_T3	G, H	Transfer type⁽⁸⁾
CHKBOX_130	Varchar2(1)	1	333	333	EFS_TRANSACTIONS_T3	I	Bank Loan Check Box⁽⁹⁾
CREREC_UID	Varchar2(8)	8	334	341	EFS_TRANSACTIONS_T3	-	User ID of User who created Rec
CREREC_DATE	DateTime	19	342	360	EFS_TRANSACTIONS_T3	KEY-6 ALL	Date Record was created
FILER_TYPE	Varchar2(2)	2	361	362	EFS_TRANSACTIONS_T3	NOT USED	Filer Type⁽¹⁰⁾
CONTRIBUTION_RECEIVER	Varchar2(50)	50	363	412	EFS_TRANSACTIONS_T3	NOT USED	Contribution Receiver
COUNTY	Varchar2(4)	4	413	416	EFS_TRANSACTIONS_T3	NOT USED	County

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END NOTES FOR DATA ELEMENTS:

1. FReport ID (Report ID):

A	32 Day Pre Primary	G	32 Day Pre Special
B	11 Day Pre Primary	H	11 Day Pre Special
C	10 Day Post Primary	I	27 Day Post Special
D	32 Day Pre General	J	Periodic Jan. 15, 19__
E	11 Day Pre General	K	Periodic July 15, 19__
F	27 Day Post General	L	24 hour Notice

2. Transaction Code (Schedule):

A - Monetary Contributions/Individual & Partnerships

B - Monetary Contributions/Corporate

C - Monetary Contributions/All Other

D - In-Kind Contributions

E - Other Receipts

F - Expenditure/Payments

G - Transfers In

H - Transfers Out

I - Loans Received

J - Loan Repayments

K - Liabilities/Loans Forgiven

L - Expenditure Refunds

M - Contributions Refunded

N - Outstanding Liabilities

O - Partners / Subcontracts

P - Non .. Housekeeping Receipts

Q - Non .. Housekeeping Expenses

3. Contrib_Code_20 (Contributor Code):

CAN	- Candidate/Candidate Spouse
FAM	- Family Members
CORP	- Corporate
IND	- Individual
PART	- Partnership
COM	- Committee

4. Contrib_Type_Code_25 (Contribution Type Code):

1 = Services/Facilities Provided

2 = Property Given

3 = .. Expenses Paid

5. Other_Recpt_Code_90: (Other receipt Codes):

INT/DIV	Interest/Dividend
PROC	Proceeds Sale/Lease
OTH	Other

6. Purpose_Code1_100: (Expenditure Purpose Codes):

CMAIL	.. Mailings	POLLS	Polling Costs
CONSL	.. Consultant	POSTA	Postage
CONSV	Constituent Services	PRINT	Print Ads
CNTRB	Political Contributions	PROFL	Professional Services
FUNDR	Fundraising	RADIO	Radio Ads
LITER	.. Literature	RENTO	Office Rent
OFFCE	Office Expenses	TVADS	Television Ads
OTHER	Other: Must Provide Explanation	VOTER	Voter Registration Materials or Services
PETIT	Petition Expenses	WAGES	.. Workers' Salaries
INT	Interest Expense

7. Purpose_Code2_102: (Expenditure Purpose Codes for Schedule Q only):

RENTO	Office Rent
UTILS	Utilities
PAYRL	Payroll
POSTA	Postage
PROFL	Professional Services
OFEXP	Office Expenses
MAILS	Mailings
OTHER	Other: Provide Explanation
VOTER	Voter Registration Materials or Services

8. Xfer_Type_120 (Transfer Type):

Type 1 - Party/Constituted Committees

Type 2 - Committee Solely Supporting Same Candidate

9. Chkbox_130 (Bank Loan Check Box):

B - If Bank Loan

O - If Other

10. Filer_Type:

C - Committee

R - Candidate

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NEW YORK STATE BOARD OF ELECTIONS

RECORD LAYOUT FOR EFS DISCLOSURE TRANSACTIONS

FIXED POSITION

FIELD	LOCATION	TYPE	FORMAT	EFS IMPORT
FILER_ID	POSITION(001:006)	CHAR		REQUIRED
FREPORT_ID	POSITION(007:007)	CHAR		REQUIRED
TRANSACTION_CODE	POSITION(008:008)	CHAR		REQUIRED
E_YEAR	POSITION(009:012)	CHAR		REQUIRED
T3_TRID	POSITION(013:022)	INTEGER		REQUIRED
DATE1_10	POSITION(023:032)	DATE	'MM/DD/YYYY'
DATE2_12	POSITION(033:042)	DATE	'MM/DD/YYYY'
CONTRIB_CODE_20	POSITION(043:046)	CHAR
CONTRIB_TYPE_CODE_25	POSITION(047:047)	CHAR
CORP_30	POSITION(048:097)	CHAR
FIRST_NAME_40	POSITION(098:107)	CHAR
MID_INIT_42	POSITION(108:108)	CHAR
LAST_NAME_44	POSITION(109:123)	CHAR
ADDR_1_50	POSITION(124:163)	CHAR
CITY_52	POSITION(164:178)	CHAR
STATE_54	POSITION(179:180)	CHAR
ZIP_56	POSITION(181:185)	CHAR
CHECK_NO_60	POSITION(186:195)	CHAR
CHECK_DATE_62	POSITION(196:205)	DATE	'MM/DD/YYYY'
AMOUNT_70	POSITION(206:215)	FLOAT
AMOUNT2_72	POSITION(216:225)	FLOAT
DESCRIPTION_80	POSITION(226:261)	CHAR
OTHER_RECPT_CODE_90	POSITION(262:285)	CHAR
PURPOSE_CODE1_100	POSITION(286:290)	CHAR
PURPOSE_CODE2_102	POSITION(291:295)	CHAR
EXPLANATION_110	POSITION(296:331)	CHAR
XFER_TYPE_120	POSITION(332:332)	CHAR
CHKBOX_130	POSITION(333:333)	CHAR
CREREC_UID	POSITION(334:341)	CHAR
CREREC_DATE	POSITION(342:360)	DATE	'MM/DD/YYYY HH24:MI:SS'

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NEW YORK STATE BOARD OF ELECTIONS

RECORD LAYOUT FOR EFS DISCLOSURE TRANSACTIONS

DELIMITED ASCII

FIELD	LOCATION	TYPE	FORMAT	EFS IMPORT
FILER_ID	01	CHAR		REQUIRED
FREPORT_ID	02	CHAR		REQUIRED
TRANSACTION_CODE	03	CHAR		REQUIRED
E_YEAR	04	CHAR		REQUIRED
T3_TRID	05	INTEGER		REQUIRED
DATE1_10	06	DATE	'MM/DD/YYYY'
DATE2_12	07	DATE	'MM/DD/YYYY'
CONTRIB_CODE_20	08	CHAR
CONTRIB_TYPE_CODE_25	09	CHAR
CORP_30	10	CHAR
FIRST_NAME_40	11	CHAR
MID_INIT_42	12	CHAR
LAST_NAME_44	13	CHAR
ADDR_1_50	14	CHAR
CITY_52	15	CHAR
STATE_54	16	CHAR
ZIP_56	17	CHAR
CHECK_NO_60	18	CHAR
CHECK_DATE_62	19	DATE	'MM/DD/YYYY'
AMOUNT_70	20	FLOAT
AMOUNT2_72	21	FLOAT
DESCRIPTION_80	22	CHAR
OTHER_RECPT_CODE_90	23	CHAR
PURPOSE_CODE1_100	24	CHAR
PURPOSE_CODE2_102	25	CHAR
EXPLANATION_110	26	CHAR
XFER_TYPE_120	27	CHAR
CHKBOX_130	28	CHAR
CREREC_UID	29	CHAR
CREREC_DATE	30	DATE	'MM/DD/YYYY HH24:MI:SS'

(RecordSeparator): CR-LF
(FieldSeparator): ,
(FieldStartDelimiter): "
(FieldEndDelimiter): "
(FieldDelimitStyle): all
(StripLeadingBlanks): True
(StripTrailingBlanks): True

Electronic Filing Main Menu

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WESTCHESTER COUNTY

BOARD OF ELECTIONS

FILER INSTRUCTIONS FOR ELECTRONIC FILING

CAMPAIGN FINANCIAL DISCLOSURE

This guide has been adapted by Westchester County and is used with the permission of New York State for the purpose of electronic filing of Campaign Financial Disclosure forms.

Electronic filing does not preclude the need to file forms on paper with the Westchester County Board of Elections.

Please Note: When filings are received by the Board of Elections, accumulated figures from filing period to filing period will be available on the internet only.

NEW YORK STATE

BOARD OF ELECTIONS

FILER INSTRUCTION GUIDE

ELECTRONIC FILING SYSTEM

FOR

CAMPAIGN FINANCIAL

DISCLOSURE

TABLE OF CONTENTS