Complete Candidate Packet_Place 6
1400 Schertz Parkway Schertz, Texas 78154 210.619.1000
January 14, 2026
Dear Prospective Candidate:
Thank you for your consideration to offer your services to the citizens of Schertz by
becoming a candidate for this year's Special Election for Place 6. Your candidacy entails
the obligation to comply with certain applicable state statutes and local ordinances. To assist
you, I have prepared a "Candidate's Packet" with the necessary forms and pertinent
instructions. I urge you to read this letter and the enclosed/attached material prior to filling
out the specific forms. Filing for Schertz City Council Special Election begins Wednesday,
January 21, 2026 - Monday, February 2, 2026, by 5:00 p.m.
All candidates for office in the City of Schertz must meet all the qualifications to serve on
the City Council as listed in Section 4.02 of the Charter as follows:
1. Must have reached the age of eighteen or older on the first day of the term of office
applied for.
2. Be a registered voter of the City of Schertz.
3. Have been a resident of the City for at least twelve consecutive months immediately
preceding the deadline for filing for an application for a place on the ballot.
Please be aware that the unexpired term of Councilmember Place 6 is up for election. The
unexpired term of office for this position is until November 2027.
With regards to election forms, please be aware that Section 254.036 of the Election Code
requires that all forms regarding financial reporting be written in black ink or typed with
black typewriter ribbon unless the report is a computer printout. If the r eport is a computer
printout, the printout must conform to the same format and paper size as the form prescribed
by the commission.
Forms and information for the 2026 City of Schertz City Special Election for City Officials
are enclosed/attached, as well as on our website www.schertz.com. I have provided a quick-
start guide "First steps for candidates running for a city office " for your use. The two forms
listed below (1) and (2) are the documents you need to submit when you file for office. I
cannot over emphasize the importance of adhering to the financial reporting procedures.
Campaign reports are considered open records and will be viewed as such by reporters and
opponents alike.
(1) One copy of an application for a place on the City of Schertz General Election
Ballot (bilingual), together with Instruction Guide. The loyalty oath is included on
this application and must be notarized. There are two notaries in my office to assist
you if you need this service.
1400 Schertz Parkway Schertz Texas 78154 210.619.1000
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(2) One copy of Appointment of a Campaign Treasurer by a Candidate (Form CTA),
together with Form CTA - Instruction Guide. The Form CTA should be filed in my
Office at the same time as the above application. Please note the statement that
must be signed regarding the nepotism law. A summary of the nepotism law is in
the CTA Instruction Guide.
One copy of Amendment: Appointment of a Campaign Treasurer by a Candidate
(Form ACTA) and Form ACTA — Instruction Guide. Use this form for changing
information previously reported on Form CTA and for renewing your choice to
report under the modified schedule. The information you enter on this form will
replace the information from your previous Appointment of a Campaign Treasurer
by a Candidate form (CTA).
The Application, the Appointment of a Campaign Treasurer and Code of Fair
Campaign Practices listed forms must be filed in my office no earlier than 8:00
a.m., Wednesday, January 21, 2026, and no later than 5:00 p.m., Monday, February
2, 2026. There is a $25 filing fee. Each application must be carefully reviewed to
determine whether it complies with the Election Code requirements as to content.
Please file your application as soon as practicable to allow sufficient time for this
review.
(3) One copy of Candidate/Officeholder Campaign Finance Report (Form C/OH)
together with Form C/OH - Instruction Guide. The form C/OH is to be completed
by the candidate or the candidate's campaign treasurer (but signed only by the
candidate). This is to be filed in my office on the dates specified on the form and
on the election calendar. Form C/OH-FR, Campaign/Officeholder Report:
Designation of Final Report is the last page attached to Form C/OH. This form is
to be filed when you are no longer receiving or spending political contributions. A
complete Form CO/H (Candidate/Officeholder Campaign Finance Report) must be
filed when you file the Designation of Final Report. The instructions on how to file
the Final Report are in the Instruction Guide for Form C/OH. Also included is the
Texas Ethics Commission Guide Campaign Finance Guide for Candidates and
officeholders who file with Local Filing Authorities.
(4) One copy of Candidate/Officeholder Report of Unexpended Contributions
(Form C/OH-UC) and the Form C/OH-UC - Instruction Guide. The form
C/OH-UC is for filing either an annual report of unexpended contributions
or a report of the final disposition of unexpended contributions.
(5) A copy of the Texas Ethics Commission's Code of Fair Campaign Practices Form
CFCP (please also print sign and bring with you) and Chapter 258. Election Code.
This form may be signed voluntarily and is not mandatory.
(6) A copy of the Texas Ethics Commission 2026 Filing Schedule for Reports due in
connection with Elections held on uniform Election Dates . In this schedule, you
will find information regarding the April 4, 2026 special election. Any questions
1400 Schertz Parkway Schertz Texas 78154 210.619.1000
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on reporting procedures, contributions, or expenditures should be addressed to the
Texas Ethics Commission at (800) 325-8506 or (512) 463-5800.
(7) A copy of the Texas Ethics Commission's Political Advertising. What You Need to
Know.
(8) A copy of the Rules for Posting Campaign fact sheet regarding political sign
placement and time limits and a copy of the City of Schertz UDC Sec. 21.11.5
Exempted Signs.
(9) A copy of the Election Calendar for a City's Special Election on April 4, 2026. This
calendar provides dates for actions that are necessary for the special election of
city offices to be held on April 4, 2026.
(10) One copy of the City Charter (or obtain off the City Website)
(11) Standard Operating Procedures for Dealing with Political Signs in the Public ROW
or on City Property
(12) City Council Rules of Conduct Procedure
(13) City Council Code of Ethics.
It is your duty to become familiar with the laws applicable to campaigning for office.
Regarding the filing of candidate/officeholder reports, the City Secretary is limited to
accepting and filing the various applications, affidavits, and/or statements, and noting the
date and time of filing thereon. Should you have any questions regarding reporting
procedures, contributions, or expenditures, please call the Texas Ethics Commission at
(800) 325-8506 or (512) 463-5800 or go online at www.ethics.state.tx.us.
You may direct questions about election laws to the Secretary of State at (800) 252 -8683
or (512) 463-5650 or go online at www.sos.state.tx.us. Please note that a copy of the current
Texas Election Code is on file in my office, and you are more than welcome to stop by and
review it during regular business hours.
Groups or committees that are advertising or campaigning for a candidate or for/against a
specific measure (propositions on the ballot) are called Specific Purpose Committees and
must file specific forms (SPAC) with the City Secretary at different times th roughout the
year. These groups are required to appoint a campaign treasurer before accepting or
expending any funds.
The forms and instructions are in my office, and I will make them available to you or to
your committee's representative upon request. If you prefer, you can download the forms
yourself from the Texas Ethics Commission's website at www.ethics.state.tx.us.
1400 Schertz Parkway Schertz Texas 78154 210.619.1000
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The City Secretary's office is open to assist you. Your interest in municipal government is
appreciated, and I trust that this will be a positive and exciting experience for you and your
supporters. If you have any concerns or if I may be of assistance, do not hesitate to contact
me at 210.619.1030, via email at: sedmondson@schertz.com.
City Secretary
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Election Calendar for a City Special Election for Place 6
April 4, 2026
Tuesday, January 20, 2026: Order Special Election Place 6
Wednesday, January 21-Monday, February 2, 2026: Candidate Filing Period
Tuesday, February 3, 2026: Ballot Drawing
Wednesday, March 18, 2026-Tuesday, March 31, 2026: Early Voting Period
Saturday, April 4, 2026: Special Election Day for Place 6
April 13, 2026: Canvassing the Special Election for Place 6
Texas Ethics Commission Page 1 Revised 1/1/2026
First Steps for Candidates Running for a City Office
This quick-start guide for candidates seeking a city office is not intended to provide comprehensive
information. For more details, including information on political advertising requirements, fundraising
rules, and filing schedules, see the Texas Ethics Commission’s (TEC) website at www.ethics.state.tx.us.
1. All candidates must file a Campaign Treasurer Appointment (Form CTA).
All candidates must file Form CTA even if you do not intend to raise or spend any money. Form
CTA is required to be filed before you file an application for a place on the ballot, raise or spend
any money for your campaign, or announce your candidacy. File Form CTA with the city clerk
or city secretary, as applicable.
2. Opposed Candidates: Will you accept or spend more than $1,140* for the election?
• YES:
o You do not qualify to file on the modified reporting schedule.
o You are required to file pre-election campaign finance reports using Form C/OH if
you have an opponent on the ballot. Find Form C/OH and its instructions on our
“Local Filers Non-Judicial Candidate/Officeholder” webpage.
o Pre-election reports are due 30 days and 8 days prior to each election. To be timely
filed, pre-election reports must be received by the city clerk or city secretary no later
than the due date.
• NO:
o You can elect to file on the modified reporting schedule by completing the Modified
Reporting Declaration on page two of Form CTA. File Form CTA with the city clerk
or city secretary.
o If you elect to file on the modified reporting schedule, you do not have to file pre-
election campaign finance reports due 30 days and 8 days prior to the election.
• Exceed $1,140*: If you elect to file on the modified reporting schedule but later exceed
$1,140 in either contributions or expenditures, what reports you will be required to file
depends upon when you exceed $1,140*.
o If you exceed $1,140* on or before the 30th day before the election, you are
required to file pre-election campaign finance reports due 30 days and 8 days prior
to an election using Form C/OH. To be timely filed, pre-election reports must be
received by the city clerk or city secretary no later than the due date. Find Form
C/OH and its instructions on our “Local Filers Non-Judicial Candidate/Officeholder”
webpage.
o If you exceed $1,140* after the 30th day before the election, you are required to
file an Exceeded Modified Reporting Limit report using Form C/OH. To be timely
filed, this report must be filed with the city clerk or city secretary within 48 hours of
exceeding $1,140.* You must also file the pre-election report due 8 days prior to an
election. Find Form C/OH and its instructions on our “Local Filers Non-Judicial
Candidate/Officeholder” webpage. If you exceed $1,140* on or before the 8th day
before the election, you are required to file a pre-election campaign finance report
due 8 days prior to an election using Form C/OH. To be timely filed, the pre-election
Texas Ethics Commission Page 2 Revised 1/1/2026
report must be received by the city clerk or city secretary no later than the due date.
Find Form C/OH and its instructions on our “Local Filers Non-Judicial
Candidate/Officeholder” webpage.
3. Unopposed Candidates.
If you do not have an opponent whose name will appear on the ballot in the election, you are
an unopposed candidate and are not required to file pre-election campaign finance reports
prior to that election.
4. All candidates must file semiannual campaign finance reports (Form C/OH).
All candidates are required to file semiannual reports using Form C/OH even if you have no
campaign activity or were unsuccessful in the election. Semiannual reports are due on January
15th and July 15th and must be filed with the city clerk or city secretary. To end your filing
obligations, you must cease campaign activity and file a Final report using Form C/OH and
attaching Form C/OH-FR (Designation of Final Report). Form C/OH-FR is found on the last page
of Form C/OH. Find Form C/OH and its instructions on our “Local Filers Non-Judicial
Candidate/Officeholder” webpage. For more information, see “Ending Your Campaign” for local
filers.
5. All candidates can use the TEC’s Filing Application to prepare campaign finance
reports (Form C/OH).
You can use the TEC’s Filing Application to prepare a PDF version of your campaign finance
report (Form C/OH). Select “Local Authority” and follow the steps to set up an account and
login to the application. Once you have completed your report, print out a copy, add your
treasurer information, get it notarized, and file it with the city clerk or city secretary by the
appropriate deadline.
6. Need More Information?
See the Campaign Finance Guide for Candidates and Officeholders Who File With Local Filing
Authorities, forms, instructions, examples on how to disclose contributions and expenditures,
political advertising and fundraising guides, and other information you may find useful on our
website at www.ethics.state.tx.us under the “Resources” and “Forms/Instructions” main menu
items.
*NOTE: The $1,140 threshold is specific to transactions made in 2026.
2-50
Prescribed by Secretary of State
Section 141.031, Chapters 143 and 144, Texas Election Code; Section 11.055, Texas Education Code
07/2025
APPLICATION FOR A PLACE ON THE BALLOT FOR A SPECIAL ELECTION
FOR A CITY, SCHOOL DISTRICT OR OTHER POLITICAL SUBDIVISION
ALL INFORMATION IS REQUIRED TO BE PROVIDED UNLESS INDICATED AS OPTIONAL1 Failure to provide required information may result in rejection of application.
APPLICATION FOR A PLACE ON THE ______________________________________________ SPECIAL ELECTION BALLOT
TO: City Secretary/Secretary of Board (name of election)
I request that my name be placed on the above-named official ballot as a candidate for the office indicated below.
OFFICE SOUGHT (Include any place number or other distinguishing number, if any.) INDICATE TERM
FULL UNEXPIRED
FULL NAME (First, Middle, Last) PRINT NAME AS YOU WANT IT TO APPEAR ON THE BALLOT*
PERMANENT RESIDENCE ADDRESS (Do not include a P.O. Box or Rural Route.
If you do not have a residence address, describe location of residence.)
PUBLIC MAILING ADDRESS (Address for which you receive campaign related
correspondence, if available.)
CITY STATE ZIP CITY STATE ZIP
PUBLIC EMAIL ADDRESS (Address for which you
receive campaign related emails, if available.)
OCCUPATION (Do not leave blank) DATE OF BIRTH
/ /
VOTER REGISTRATION VUID
NUMBER2 (Optional)
TELEPHONE CONTACT INFORMATION (Optional)
Home: Office: Cell:
FELONY CONVICTION STATUS (You MUST check one) LENGTH OF CONTINUOUS RESIDENCE AS OF DATE THIS APPLICATION WAS SWORN
I have not been finally convicted of a felony.
I have been finally convicted of a felony, but I have been
pardoned or otherwise released from the resulting
disabilities of that felony conviction and I have provided
proof of this fact with the submission of this application.3
IN THE STATE OF TEXAS
_____ year(s)
_____ month(s)
IN TERRITORY/DISTRICT/PRECINCT FROM
WHICH THE OFFICE SOUGHT IS ELECTED
_____ year(s)
_____ month(s)
X _____________________________________________________ SIGNATURE OF CANDIDATE
Sworn to and subscribed before me this the ______ day of ____________________,___________, by _____________________________________.
(day) (month) (year) (name of candidate)
_________________________________________________ ____________________________________________________
Signature of Officer Authorized to Administer Oath4 Printed Name of Officer Authorized to Administer Oath
_________________________________________________ Notarial or Official Seal
Title of Officer Authorized to Administer Oath
TO BE COMPLETED BY FILING OFFICER: THIS APPLICATION IS ACCOMPANIED BY THE REQUIRED FILING FEE (If Applicable) PAID BY:
CASH CHECK MONEY ORDER CASHIERS CHECK OR PETITION IN LIEU OF A FILING FEE.
This document and $_________ filing fee or a nominating petition of ______ pages received. Voter Registration Status Verified
______/______/________ ______/______/________ (See Section 1.007) _______________________________________________
Date Received Date Accepted Signature of Filing Officer or Designee
*If using a nickname as part of your name to appear on the ballot, you are also signing and swearing to the following statements: I further swear that my nickname
does not constitute a slogan or contain a title, nor does it indicate a political, economic, social, or religious view or affiliation. I have been commonly known by this
nickname for at least three years prior to this election. Please review sections 52.031, 52.032 and 52.033 of the Texas Election Code regarding the rules for how
names may be listed on the official ballot.
I am aware that I am not eligible to serve as a trustee of an independent school district if I am required to register as a sex offender under Chapter 62, Code of
Criminal Procedure.
Check the Box Below:
This Box Must ONLY be Completed by Candidates for School District Board of Trustees
Before me, the undersigned authority, on this day personally appeared (name of candidate)_____________________________________, who being by me here and
now duly sworn, upon oath says:
“I, (name of candidate) ___________________________________________, of ____________________________________ County, Texas, being a candidate for the
office of ___________________________________________, swear that I will support and defend the Constitution and laws of the United States and of the State of
Texas. I am a citizen of the United States eligible to hold such office under the constitution and laws of this state. I have not been determined by a final judgment of
a court exercising probate jurisdiction to be totally mentally incapacitated or partially mentally incapacitated without the right to vote. I am aware of the nepotism
law, Chapter 573, Government Code. I am aware that I must disclose any prior felony conviction, and if so convicted, must provide proof that I have been pardoned
or otherwise released from the resulting disabilities of any such final felony conviction. I am aware that knowingly providing false information on the application
regarding my possible felony conviction status constitutes a Class B misdemeanor. I further swear that the foregoing statements included in my application are in all
things true and correct.”
2-50
Prescribed by Secretary of State
Section 141.031, Chapters 143 and 144, Texas Election Code; Section 11.055, Texas Education Code
07/2025
INSTRUCTIONS
A special election can be used to fill a vacancy only if authorized by law.
An application for a special election may not be filed until after the election is ordered. The filing deadline is
governed by Section 201.054 of the Texas Election Code, and by the date the special election was ordered. The
filing deadline should be stated in the election order. Please review the Secretary of State’s current election law
calendars for Section 201.054 deadlines.
If you have questions about the application, please contact the Secretary of State’s Elections Division at 800-252-
8683.
NEPOTISM LAW
The candidate must sign this statement indicating his awareness of the nepotism law. When a candidate signs the
application, it is an acknowledgment that the candidate is aware of the nepotism law. The nepotism prohibitions
of chapter 573, Government Code, are summarized below:
No officer may appoint, or vote for or confirm the appointment or employment of any person related within the
second degree by affinity (marriage) or the third degree by consanguinity (blood) to himself, or to any other
member of the governing body or court on which he serves when the compensation of that person is to be paid
out of public funds or fees of office. However, nothing in the law prevents the appointment, voting for, or
confirmation of anyone who has been continuously employed in the office or employment for the following period
prior to the election or appointment of the officer or member related to the employee in the prohibited degree:
six months, if the officer or member is elected at an election other than the general election for state and county
officers.
No candidate may take action to influence an employee of the office to which the candidate is seeking election or
an employee or officer of the governmental body to which the candidate is seeking election regarding the
appointment or employment of a person related to the candidate in a prohibited degree as noted above. This
prohibition does not apply to a candidate’s actions with respect to a bona fide class or category of employees or
prospective employees.
FOOTNOTES
1An application for a place on the ballot, including any accompanying petition, is public information immediately
on its filing. (Section 141.035, Texas Election Code)
2Inclusion of a candidate’s VUID is optional. However, many candidates are required to be registered voters in the
territory from which the office is elected at the time of the filing deadline. Please visit the Elections Division of the
Secretary of State’s website for additional information.
3Proof of release from the resulting disabilities of a felony conviction would include proof of judicial clemency under
Texas Code of Criminal Procedure 42A.701, proof of executive pardon under Texas Code of Criminal Procedure
48.01, or proof of a restoration of rights under Texas Code of Criminal Procedure 48.05. (Texas Attorney General
Opinion KP-0251)
One of the following documents must be submitted with this application:
Judicial Clemency under Texas Code of Criminal Procedure 42A.701
Executive Pardon under Texas Code of Criminal Procedure 48.01
Restoration of Rights under Texas Code of Criminal Procedure 48.05
4All oaths, affidavits, or affirmations made within this State may be administered and a certificate of the fact given
by a judge, clerk, or commissioner of any court of record, a notary public, a justice of the peace, city secretary (for
a city office), and the Secretary of State of Texas. See Chapter 602 of the Texas Government Code for the complete
list of persons authorized to administer oaths.
2-50
Prescribed by Secretary of State
Section 141.031, Chapters 143 and 144, Texas Election Code; Section 11.055, Texas Education Code
07/2025
SOLICITUD DE INSCRIPCIÓN EN LA BOLETA DE UNA ELECCIÓN ESPECIAL PARA UNA CIUDAD, DISTRITO ESCOLAR U OTRA SUBDIVISIÓN POLÍTICA
TODA LA INFORMACIÓN ES REQUERIDA A MENOS QUE SE INDIQUE COMO OPCIONAL1
El hecho de no proporcionar la información requerida puede resultar en el rechazo de la solicitud.
SOLICITUD DE INSCRIPCIÓN EN LA BOLETA DE UNA ELECCIÓN ESPECIAL PARA _______________________________________
Para: Secretario(a) de la Ciudad/ Secretario(a) del Consejo (nombre de la elección)
Solicito que mi nombre se incluya en la boleta oficial mencionada anteriormente como candidato(a) para el cargo indicado a continuación.
CARGO SOLICITADO (Incluya cualquier número de cargo u otro número
distintivo, si lo hay.)
INDIQUE TÉRMINO
TÉRMINO COMPLETO TÉRMINO INCOMPLETO
NOMBRE COMPLETO (Primer Nombre, Segundo Nombre, Apellido) ESCRIBA SU NOMBRE COMO DESEA QUE APAREZCA EN LA BOLETA*
DIRECCIÓN DE RESIDENCIA PERMANENTE (No incluya un apartado postal o
una ruta rural. Si usted no tiene una dirección de residencia, describa la ubicación
de la residencia.)
DIRECCIÓN DE CORREO PÚBLICO (Dirección en la que recibe la
correspondencia relacionada con la campaña, si está disponible.)
CIUDAD ESTADO CÓDIGO POSTAL CIUDAD ESTADO CÓDIGO POSTAL
DIRECCIÓN DE CORREO ELECTRÓNICO
PÚBLICO (Dirección donde recibe correo electrónico
relacionado con la campaña, si está disponible.)
OCUPACIÓN (No deje este espacio en
blanco)
FECHA DE NACIMIENTO
/ /
VUID – NÚMERO ÚNICO DE
IDENTIFICACIÓN DE
VOTANTE2 (Opcional)
INFORMACIÓN DE CONTACTO TELEFÓNICO (Opcional)
Hogar: Trabajo: Celular:
ESTADO DE CONDENA POR DELITO GRAVE (DEBE marcar uno) DURACIÓN DE RESIDENCIA CONTINUA A PARTIR DE LA FECHA
EN QUE ESTA SOLICITUD FUE JURADA
No he sido finalmente condenado por un delito grave.
He sido finalmente condenado por un delito grave, pero he sido
indultado o liberado de otro modo de las discapacidades
resultantes de esa condena por delito grave y he proporcionado
prueba de este hecho con la presentación de esta solicitud.3
EN EL ESTADO DE TEXAS
_____ año(s)
_____ mes(es)
EN EL PRECINTO DEL QUE SE ELIGE EL
CARGO BUSCADO
_____ año(s)
_____ mes(es)
X _______________________________ FIRMA DEL CANDIDATO
Jurado y suscrito ante mí este día __________ de_______________ del ___________por ________________________________________.
(día) (mes) (año) (nombre de candidato)
_____________________________________________ _______________________________________________
Firma del oficial autorizado para administrar el juramento4 Nombre de oficial autorizado para administrar juramentos
en letra de molde
_____________________________________________ Notarial o sello oficial
Título del oficial autorizado para administrar el juramento
TO BE COMPLETED BY FILING OFFICER: THIS APPLICATION IS ACCOMPANIED BY THE REQUIRED FILING FEE (If Applicable) PAID BY:
CASH CHECK MONEY ORDER CASHIERS CHECK OR PETITION IN LIEU OF A FILING FEE.
This document and $_________ filing fee or a nominating petition of ______ pages received. Voter Registration Status Verified
______/______/________ ______/______/________ (See Section 1.007) _______________________________________________
Date Received Date Accepted Signature of Filing Officer or Designee
Ante mí, la autoridad abajo firmante, en este día apareció personalmente (nombre del candidato)_____________________________________, quien
estando a mi lado aquí y ahora debidamente juramentado, bajo juramento dice:
“Yo, (nombre del candidato) ___________________________________________, del condado de ____________________________________, Texas, siendo
candidato para el cargo de ___________________________________________, juro que apoyaré y defenderé la Constitución y las leyes de los Estados
Unidos y del Estado de Texas. Soy un ciudadano de los Estados Unidos elegible para ocupar dicho cargo según la Constitución y las leyes de este estado. No
se me ha determinado por un fallo final de una corte que ejerce la jurisdicción testamentaria que esté totalmente incapacitado mentalmente o parcialmente
incapacitado sin derecho a voto. Soy consciente de la ley de nepotismo según el Capítulo 573 del Código de Gobierno. Soy consciente de que debo divulgar
cualquier condena previa de un delito grave y, si he sido condenado, debo proporcionar prueba de que he sido indultado o liberado de otro modo de las
discapacidades resultantes de dicha condena final por delito grave. Soy consciente de que proporcionar a sabiendas información falsa en la solicitud con
respecto a mi posible estado de condena por delito grave constituye un delito menor de Clase B. Juro además que las declaraciones anteriores incluidas en
mi solicitud son, en todos los aspectos, verdaderas y correctas.”
Esta casilla SÓLO debe ser rellenada por los candidatos para la Junta Directiva del Distrito Escolar
Marque la casilla a continuación:
Reconozco que no soy elegible para servir como fideicomisario de un distrito escolar independiente si estoy obligado a registrarme como delincuente sexual
conforme al Capítulo 62 del Código de Procedimiento Penal.
*Si usa un apodo como parte de su nombre para aparecer en la boleta, también está firmando y jurando las siguientes declaraciones: Juro además que mi apodo
no constituye un lema ni contiene un título, ni indica un punto de vista o afiliación política, económica, social o religiosa. He sido comúnmente conocido por este
apodo durante al menos tres años antes de esta elección. Por favor, revise las secciones 52.031, 52.032 y 52.033 del Código Electoral de Texas con respecto a las
reglas sobre cómo se pueden incluir los nombres en la boleta oficial.
2-50
Prescribed by Secretary of State
Section 141.031, Chapters 143 and 144, Texas Election Code; Section 11.055, Texas Education Code
07/2025
INSTRUCCIONES
Una elección especial se puede utilizar para cubrir una vacante solo si lo autoriza por la ley.
Una solicitud para una elección especial no puede ser presentada hasta después de que se ordene la elección. La fecha límite
de presentación se rige por la Sección 201.054 del Código Electoral de Texas y por la fecha en que se ordenó la elección
especial. La fecha límite de presentación debe indicarse en la orden de elección. Por favor, revise los calendarios actuales
de la ley electoral del Secretario de Estado para la fechas límite de la Sección 201.054.
Si tiene preguntas sobre la solicitud, por favor póngase en contacto con la División de Elecciones del Secretario de Estado
llamando al 800-252-8683.
LEY DE NEPOTISMO
El candidato debe firmar esta declaración indicando su conocimiento de la ley del nepotismo. Cuando un candidato firma la
solicitud, es un reconocimiento de que el candidato conoce la ley del nepotismo. Las prohibiciones de nepotismo del capítulo
573, Código de Gobierno, se resumen a continuación:
Ningún funcionario puede nombrar, votar o confirmar el nombramiento o empleo de cualquier persona emparentada dentro
del segundo grado por afinidad (matrimonio) o del tercer grado por consanguinidad (sangre) con sí mismo, o con cualquier
otro miembro del órgano de gobierno o tribunal en el que se desempeña cuando la compensación de esa persona debe
pagarse con fondos públicos o honorarios del cargo. Sin embargo, nada en la ley impide el nombramiento, la votación o la
confirmación de cualquier persona que haya estado empleada continuamente en la oficina o el empleo durante el período
siguiente antes de la elección o el nombramiento del funcionario o miembro emparentado con el empleado en el
grado prohibido: (a) seis meses, si el funcionario o miembro es elegido en una elección que no sea la elección
general para funcionarios estatales y del condado.
Ningún candidato puede tomar medidas para influir en un empleado del cargo al que aspira a ser elegido o en un empleado
o funcionario del organismo gubernamental al que aspira a ser elegido en relación con el nombramiento o el empleo de una
persona emparentada con el candidato en un grado prohibido, tal como se ha indicado anteriormente. Esta prohibición no
se aplica a las acciones de un candidato con respecto a una clase o categoría de buena fe de empleados o empleados
prospectos.
NOTAS
1Una solicitud para un lugar en la boleta electoral, incluida cualquier petición que la acompañe, es información pública
inmediatamente después de su presentación. (Sección 141.035, Código Electoral de Texas)
2La inclusión del número único de identificación de votante (VUID, por sus siglas en Ingles) es opcional. Sin embargo, a
muchos candidatos se les exige que estén registrados como votantes en el territorio desde el cual se elige el cargo en el
momento de la fecha límite de presentación. Por favor, visite el sitio web de la Division de Elecciones de la Secretaría de
Estado para obtener información adicional.
3La prueba de liberación de las discapacidades resultantes de una condena por un delito grave incluiría prueba de clemencia
judicial según el Código de Procedimiento Penal de Texas 42A.701, prueba de indulto ejecutivo según el Código de
Procedimiento Penal de Texas 48.01, o prueba de una restauración de derechos según el Código de Procedimiento Penal de
Texas 48.05. (Opinión de Fiscal General de Texas KP-0251)
Se debe enviar uno de los siguientes documentos con esta solicitud:
Clemencia judicial según el Código de Procedimiento Penal de Texas 42A.701
Prueba de indulto ejecutivo según el Código de Procedimiento Penal de Texas 48.01
Prueba de una restauración de derechos según el Código de Procedimiento Penal de Texas 48.05
4Todos lo los juramentos, declaraciones juradas o afirmaciones hechas dentro de este estado pueden ser administrados y un
certificado del hecho dado por un juez, secretario(a) o comisionado de cualquier tribunal de registro, un notario público, un
juez de paz, secretario municipal (para una oficina de la ciudad) y el Secretario de Estado de Texas. Consulte el Capítulo 602
del Código Gobierno de Texas para obtener la lista completa de personas autorizadas a administrar juramentos.
FORM CTA
PG 1
APPOINTMENT OF A CAMPAIGN TREASURER
BY A CANDIDATE
See CTA Instruction Guide for detailed instructions.1 Total pages filed:
OFFICE USE ONLY
Date Imaged
Filer ID #
Date Received
Date Hand-delivered or Postmarked
Receipt #Amount $
Date Processed
2 CANDIDATE
NAME
MS / MRS / MR FIRST MI
NICKNAME LAST SUFFIX
3 CANDIDATE
MAILING
ADDRESS
ADDRESS / PO BOX;APT / SUITE #;CITY;STATE;ZIP CODE
4 CANDIDATE
PHONE
AREA CODE PHONE NUMBER EXTENSION
()
()
5 OFFICE
HELD
(if any)
6 OFFICE
SOUGHT
(if known)
7 CAMPAIGN
TREASURER
NAME
MS/MRS/MR FIRST MI NICKNAME LAST SUFFIX
8 CAMPAIGN
TREASURER
STREET
ADDRESS
(residence or business)
STREET ADDRESS;APT / SUITE #;CITY;STATE;ZIP CODE
9 CAMPAIGN
TREASURER
PHONE
AREA CODE PHONE NUMBER EXTENSION
10 CANDIDATE
SIGNATURE I am aware of the Nepotism Law, Chapter 573 of the Texas Government Code.
I am aware of my responsibility to file timely reports as required by title 15 of
the Election Code.
I am aware of the restrictions in title 15 of the Election Code on contributions
from corporations and labor organizations.
Signature of Candidate Date Signed
GO TO PAGE 2
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Revised 1/1/2026Forms provided by Texas Ethics Commission www.ethics.state.tx.us
FORM CTA
PG 2
CANDIDATE MODIFIED
REPORTING DECLARATION
11 CANDIDATE
NAME
12 MODIFIED
REPORTING
DECLARATION
COMPLETE THIS SECTION ONLY IF YOU ARE
CHOOSING MODIFIED REPORTING
•• This declaration must be filed no later than the 30th day before
the first election to which the declaration applies. ••
•• The modified reporting option is valid for one election cycle only. ••
(An election cycle includes a primary election, a general election, and any related runoffs.)
• Candidates for the office of state chair of a political party
may NOT choose modified reporting. ••
I do not intend to accept more than $1,140 in political contributions or
make more than $1,140 in political expenditures (excluding filing
fees) in connection with any future election within the election
cycle. I understand that if either one of those limits is exceeded, I
will be required to file pre-election reports and, if necessary, a
runoff report.
Year of election(s) or election cycle to
which declaration applies
Signature of Candidate
This appointment is effective on the date it is filed with the appropriate filing authority.
TEC Filers may send this form to the TEC electronically at treasappoint@ethics.state.tx.us
or mail to
Texas Ethics Commission
P.O. Box 12070
Austin, TX 78711-2070
Non-TEC Filers must file this form with the local filing authority
DO NOT SEND TO TEC
For more information about where to file go to:
https://www.ethics.state.tx.us/filinginfo/QuickFileAReport.php
TEXAS ETHICS COMMISSION
APPOINTMENT OF A CAMPAIGN TREASURER
BY A CANDIDATE
FORM CTA--INSTRUCTION GUIDE
Revised January 1, 2026
Texas Ethics Commission, P.O. Box 12070, Austin, Texas 78711
www.ethics.state.tx.us
(512) 463-5800 • TDD (800) 735-2989
Promoting Public Confidence in Government
FORM CTA—INSTRUCTION GUIDE
TABLE OF CONTENTS
GENERAL INSTRUCTIONS ..................................................................................................... 1
DUTIES OF A CANDIDATE OR OFFICEHOLDER .............................................................. 1
QUALIFICATIONS OF CAMPAIGN TREASURER .............................................................. 1
DUTIES OF A CAMPAIGN TREASURER .............................................................................. 1
REQUIREMENT TO FILE BEFORE BEGINNING A CAMPAIGN ...................................... 1
WHERE TO FILE A CAMPAIGN TREASURER APPOINTMENT ....................................... 2
FILING WITH A DIFFERENT AUTHORITY ......................................................................... 3
FORMING A POLITICAL COMMITTEE ................................................................................ 4
CHANGING A CAMPAIGN TREASURER ............................................................................. 4
AMENDING A CAMPAIGN TREASURER APPOINTMENT ............................................... 4
REPORTING REQUIREMENT FOR CERTAIN OFFICEHOLDERS .................................... 4
TERMINATING A CAMPAIGN TREASURER APPOINTMENT ......................................... 4
FILING A FINAL REPORT ...................................................................................................... 5
ELECTRONIC FILING .............................................................................................................. 5
GUIDES ...................................................................................................................................... 5
SPECIFIC INSTRUCTIONS ...................................................................................................... 5
PAGE 1 ....................................................................................................................................... 5
PAGE 2 ....................................................................................................................................... 7
Form CTA - Instruction Guide
Texas Ethics Commission Page 1 Revised 1/1/2026
APPOINTMENT OF A CAMPAIGN TREASURER
BY A CANDIDATE
GENERAL INSTRUCTIONS
These instructions are for the APPOINTMENT OF A CAMPAIGN TREASURER BY A CANDIDATE
(Form CTA). Use Form CTA only for appointing your campaign treasurer. Use the AMENDMENT
(Form ACTA) for changing information previously reported on Form CTA and for renewing your choice
to report under the modified schedule. Note: Candidates for most judicial offices use Form JCTA to file a
campaign treasurer appointment.
DUTIES OF A CANDIDATE OR OFFICEHOLDER
As a candidate or officeholder, you alone, not the campaign treasurer, are responsible for filing
this form and all candidate/officeholder reports of contributions, expenditures, and loans. Failing
to file a report on time or filing an incomplete report may subject you to criminal or civil
penalties.
QUALIFICATIONS OF CAMPAIGN TREASURER
A person is ineligible for appointment as a campaign treasurer if the person is the campaign
treasurer of a political committee that has outstanding filing obligations (including outstanding
penalties). This prohibition does not apply if the committee in connection with which the
ineligibility arose has not accepted more than $5,000 in political contributions or made more
than $5,000 in political expenditures in any semiannual reporting period. A person who violates
this prohibition is liable for a civil penalty not to exceed three times the amount of political
contributions accepted or political expenditures made in violation of this provision. Note: A
candidate may appoint himself or herself as his or her own campaign treasurer.
DUTIES OF A CAMPAIGN TREASURER
State law does not impose any obligations on a candidate’s campaign treasurer.
REQUIREMENT TO FILE BEFORE BEGINNING A CAMPAIGN
If you plan to run for a public office in Texas (except for a federal office), you must file this
form when you become a candidate even if you do not intend to accept campaign contributions
or make campaign expenditures. A “candidate” is a person who knowingly and willingly takes
affirmative action for the purpose of gaining nomination or election to public office or for the
purpose of satisfying financial obligations incurred by the person in connection with the
campaign for nomination or election. Examples of affirmative action include:
(A) the filing of a campaign treasurer appointment, except that the filing does not
constitute candidacy or an announcement of candidacy for purposes of the automatic
resignation provisions of Article XVI, Section 65, or Article XI, Section 11, of the
Texas Constitution;
(B) the filing of an application for a place on the ballot;
Form CTA - Instruction Guide
Texas Ethics Commission Page 2 Revised 1/1/2026
(C) the filing of an application for nomination by convention;
(D) the filing of a declaration of intent to become an independent candidate or a
declaration of write-in candidacy;
(E) the making of a public announcement of a definite intent to run for public office in a
particular election, regardless of whether the specific office is mentioned in the
announcement;
(F) before a public announcement of intent, the making of a statement of definite intent
to run for public office and the soliciting of support by letter or other mode of
communication;
(G) the soliciting or accepting of a campaign contribution or the making of a campaign
expenditure; and
(H) the seeking of the nomination of an executive committee of a political party to fill a
vacancy.
Additionally, the law provides that you must file this form before you may accept a campaign
contribution or make or authorize a campaign expenditure, including an expenditure from your
personal funds. A filing fee paid to a filing authority to qualify for a place on a ballot is a
campaign expenditure that may not be made before filing a campaign treasurer appointment form
with the proper filing authority.
If you are an officeholder, you may make officeholder expenditures and accept officeholder
contributions without having a campaign treasurer appointment on file. If you do not have a
campaign treasurer appointment on file and you wish to accept campaign contributions or make
campaign expenditures in connection with your office or for a different office, you must file this
form before doing so. In such a case, a sworn report of contributions, expenditures, and loans
will be due no later than the 15th day after filing this form.
WHERE TO FILE A CAMPAIGN TREASURER APPOINTMENT
The appropriate filing authority depends on the office sought or held.
a. Texas Ethics Commission. The Texas Ethics Commission (Commission) is the
appropriate filing authority for the Secretary of State and for candidates for or holders of
the following offices:
• Governor, Lieutenant Governor, Attorney General, Comptroller, Treasurer, Land
Commissioner, Agriculture Commissioner, Railroad Commissioner.
• State Senator or State Representative.
• Supreme Court Justice, Court of Criminal Appeals Judge, and Court of Appeals
Judge.*
Form CTA - Instruction Guide
Texas Ethics Commission Page 3 Revised 1/1/2026
• State Board of Education.
• A multi-county district judge* or multi-county district attorney.
• A single-county district judge.*
• An office of a political subdivision other than a county if the political subdivision
includes areas in more than one county and if the governing body of the political
subdivision has not been formed.
• A chair of the state executive committee of a political party with a nominee on the
ballot in the most recent gubernatorial election.
• A county chair of a political party with a nominee on the ballot in the most recent
gubernatorial election if the county has a population of 350,000 or more.
* Judicial candidates use FORM JCTA to appoint a campaign treasurer.
b. County Clerk. The county clerk (or the county elections administrator or tax assessor, as
applicable) is the appropriate local filing authority for a candidate for:
• A county office.
• A precinct office.
• A district office (except for multi-county district offices).
• An office of a political subdivision other than a county if the political subdivision
is within the boundaries of a single county and if the governing body of the
political subdivision has not been formed.
• An elected position on the board of directors of an appraisal district.
c. Local Filing Authority. If a candidate is seeking an office of a political subdivision other
than a county, the appropriate filing authority is the clerk or secretary of the governing
body of the political subdivision. If the political subdivision has no clerk or secretary, the
appropriate filing authority is the governing body’s presiding officer. Basically, any
political subdivision that is authorized by the laws of this state to hold an election is
considered a local filing authority. Examples are cities, school districts, and municipal
utility districts.
FILING WITH A DIFFERENT AUTHORITY
If you have a campaign treasurer appointment on file with one authority, and you wish to accept
campaign contributions or make or authorize campaign expenditures in connection with another
office that would require filing with a different authority, you must file a new campaign treasurer
appointment and a copy of your old campaign treasurer appointment (certified by the old
authority) with the new filing authority before beginning your campaign. You should also
Form CTA - Instruction Guide
Texas Ethics Commission Page 4 Revised 1/1/2026
provide written notice to the original filing authority that your future reports will be filed with
another authority; use Form CTA-T for this purpose.
FORMING A POLITICAL COMMITTEE
As a candidate, you must file an APPOINTMENT OF A CAMPAIGN TREASURER BY A CANDIDATE
(FORM CTA). You may also form a specific-purpose committee to support your candidacy.
Remember that filing a campaign treasurer appointment for a political committee does not
eliminate the requirement that a candidate file his or her own campaign treasurer appointment
(FORM CTA) and the related reports.
NOTE: See the Campaign Finance Guide for Political Committees for further information
about specific-purpose committees.
CHANGING A CAMPAIGN TREASURER
If you wish to change your campaign treasurer, simply file an amended campaign treasurer
appointment (FORM ACTA). This will automatically terminate the outgoing campaign treasurer
appointment.
AMENDING A CAMPAIGN TREASURER APPOINTMENT
If any of the information reported on the campaign treasurer appointment (FORM CTA) changes,
file an AMENDMENT: APPOINTMENT OF A CAMPAIGN TREASURER BY A CANDIDATE (FORM
ACTA) to report the change.
REPORTING REQUIREMENT FOR CERTAIN OFFICEHOLDERS
If you are an officeholder who appoints a campaign treasurer after a period of not having one,
you must file a report of contributions, expenditures, and loans no later than the 15th day after
your appointment is effective. This requirement is not applicable if you are a candidate or an
officeholder who is merely changing campaign treasurers.
TERMINATING A CAMPAIGN TREASURER APPOINTMENT
You may terminate your campaign treasurer appointment at any time by:
1) filing a campaign treasurer appointment for a successor campaign treasurer, or
2) filing a final report.
Remember that you may not accept any campaign contributions or make or authorize any
campaign expenditures without a campaign treasurer appointment on file. You may, however,
accept officeholder contributions and make or authorize officeholder expenditures.
If your campaign treasurer quits, he or she must give written notice to both you and your filing
authority. The termination will be effective on the date you receive the notice or on the date your
filing authority receives the notice, whichever is later.
Form CTA - Instruction Guide
Texas Ethics Commission Page 5 Revised 1/1/2026
FILING A FINAL REPORT
For filing purposes, you are a “candidate” as long as you have an appointment of campaign
treasurer on file. If you do not expect to accept any further campaign contributions or to make
any further campaign expenditures, you may file a final report of contributions and expenditures.
A final report terminates your appointment of campaign treasurer and relieves you of the
obligation of filing further reports as a candidate. If you have surplus funds, or if you retain
assets purchased with political funds, you will be required to file annual reports. (See instructions
for FORM C/OH - UC.) If you are an officeholder at the time of filing a final report, you may be
required to file semiannual reports of contributions, expenditures, and loans as an officeholder.
If you do not have an appointment of campaign treasurer on file, you may not accept campaign
contributions or make campaign expenditures. A payment on a campaign debt is a campaign
expenditure. An officeholder who does not have an appointment of campaign treasurer on file
may accept officeholder contributions and make officeholder expenditures.
To file a final report, you must complete the CANDIDATE/OFFICEHOLDER CAMPAIGN FINANCE
REPORT (FORM C/OH), check the “final” box on Page 1, Section 9, and complete and attach the
DESIGNATION OF FINAL REPORT (FORM C/OH-FR).
ELECTRONIC FILING
All persons filing campaign finance reports with the Commission are required to file those
reports electronically unless the person is entitled to claim an exemption. Please check the
Commission’s website at http://www.ethics.state.tx.us for information about exemptions from the
electronic filing requirements.
GUIDES
All candidates should review the applicable Commission’s campaign finance guide. Guides are
available on the Commission’s website at http://www.ethics.state.tx.us.
SPECIFIC INSTRUCTIONS
Each numbered item in these instructions corresponds to the same numbered item on the form.
PAGE 1
1. TOTAL PAGES FILED: After you have completed the form, enter the total number of
pages of this form and any additional pages. A “page” is one side of a two-sided form. If
you are not using a two-sided form, a “page” is a single sheet.
2. CANDIDATE NAME: Enter your full name, including nicknames and suffixes (e.g., Sr., Jr.,
III), if applicable. Enter your name in the same way on Page 2, Section 11, of this form.
3. CANDIDATE MAILING ADDRESS: Enter your complete mailing address, including zip
code. This information will allow your filing authority to correspond with you. We
recommend using a PO Box or other address where you receive mail, rather than your home
Form CTA - Instruction Guide
Texas Ethics Commission Page 6 Revised 1/1/2026
address. This will be public information. If this information changes, please notify your filing
authority immediately.
4. CANDIDATE PHONE: Enter your phone number, including the area code and extension, if
applicable.
5. OFFICE HELD: If you are an officeholder, please enter the office you currently hold.
Include the district, precinct, or other designation for the office, if applicable.
6. OFFICE SOUGHT: If you are a candidate, please enter the office you seek, if known.
Include the district, precinct, or other designation for the office, if applicable.
7. CAMPAIGN TREASURER NAME: Enter the full name of your campaign treasurer,
including nicknames and suffixes (e.g., Sr., Jr., III), if applicable.
8. CAMPAIGN TREASURER STREET ADDRESS: Enter the complete street address of
your campaign treasurer, including the zip code. You may enter either the treasurer’s
business or residential street address. If you are your own treasurer, you may enter either
your business or residential street address.
9. CAMPAIGN TREASURER PHONE: Enter the phone number of your campaign treasurer,
including the area code and extension, if applicable.
10. CANDIDATE SIGNATURE: Enter your signature after reading the summary. Your
signature here indicates that you have read the following summary of the nepotism law; that
you are aware of your responsibility to file timely reports; and that you are aware of the
restrictions on contributions from corporations and labor organizations.
• The Texas nepotism law (Government Code, chapter 573) imposes certain
restrictions on both officeholders and candidates. You should consult the statute in
regard to the restrictions applicable to officeholders.
• A candidate may not take an affirmative action to influence an employee of the
office to which the candidate seeks election in regard to the appointment,
confirmation, employment or employment conditions of an individual who is
related to the candidate within a prohibited degree.
• A candidate for a multi-member governmental body may not take an affirmative
action to influence an officer or employee of the governmental body to which the
candidate seeks election in regard to the appointment, confirmation, or
employment of an individual related to the candidate in a prohibited degree.
• Two people are related within a prohibited degree if they are related within the
third degree by consanguinity (blood) or the second degree by affinity (marriage).
The degree of consanguinity is determined by the number of generations that
separate them. If neither is descended from the other, the degree of consanguinity
is determined by adding the number of generations that each is separated from a
common ancestor. Examples: (1) first degree - parent to child; (2) second degree -
grandparent to grandchild; or brother to sister; (3) third degree - great-grandparent
Form CTA - Instruction Guide
Texas Ethics Commission Page 7 Revised 1/1/2026
to great-grandchild; or aunt to niece who is child of individual’s brother or sister.
A husband and wife are related in the first degree by affinity. A wife has the same
degree of relationship by affinity to her husband’s relatives as her husband has by
consanguinity. For example, a wife is related to her husband’s grandmother in the
second degree by affinity.
PAGE 2
11. CANDIDATE NAME: Enter your name as you did on Page 1.
12. MODIFIED REPORTING DECLARATION: Sign this option if you wish to report under
the modified reporting schedule.
The modified reporting option is not available for candidates for the office of state chair of a
political party and candidates for county chair of a political party.
To the left of your signature, enter the year of the election or election cycle to which your
selection of modified reporting applies.
Your selection of modified reporting is valid for an entire election cycle. For example, if you
choose modified reporting before a primary election, your selection remains in effect for any
runoff and for the general election and any related runoff. You must make this selection at least
30 days before the first election to which your selection applies.
An opposed candidate in an election is eligible to report under the modified reporting schedule if
he or she does not intend to accept more than $1,140 in political contributions or make more than
$1,140 in political expenditures in connection with an election. The amount of a filing fee paid
to qualify for a place on the ballot does not count against the $1,140 expenditure limit. An
opposed candidate who reports under the modified schedule is not required to file pre-election
reports (due 30 days and 8 days before an election) or runoff reports (due 8 days before a runoff).
(Note: An unopposed candidate is not required to file pre-election reports in the first place.) The
obligations to file semiannual reports, special pre-election reports (formerly known as telegram
reports), or special session reports, if applicable, are not affected by selecting the modified
schedule.
The $1,140 maximums apply to each election within the cycle. In other words, you are limited
to $1,140 in contributions and expenditures in connection with the primary, an additional $1,140
in contributions and expenditures in connection with the general election, and an additional
$1,140 in contributions and expenditures in connection with a runoff.
EXCEEDING $1,140 IN CONTRIBUTIONS OR EXPENDITURES. If you exceed $1,140
in contributions or expenditures in connection with an election, you must file according to the
regular filing schedule. In other words, you must file pre-election reports and a runoff report, if
you are in a runoff.
If you exceed either of the $1,140 limits after the 30th day before the election, you must file a
sworn report of contributions and expenditures within 48 hours after exceeding the limit. After
that, you must file any pre-election reports or runoff reports that are due under the regular filing
schedule.
Form CTA - Instruction Guide
Texas Ethics Commission Page 8 Revised 1/1/2026
Your selection is not valid for other elections or election cycles. Use the AMENDMENT (FORM
ACTA) to renew your option to file under the modified schedule for a different election year or
election cycle.
For more information, see the Commission’s campaign finance guide that applies to you.
AMENDMENT: APPOINTMENT OF A
CAMPAIGN TREASURER BY A CANDIDATE
FORM ACTA
PG 1
1 CANDIDATE
NAME
2 FILER ID # 3 Total pages filed:
See ACTA Instruction Guide for detailed instructions.
Use this form for changes to existing information only. Do not provide information previously disclosed.
OFFICE USE ONLY
Date Received
Date Hand-delivered or Postmarked
Receipt # Amount $
Date Processed
Date Imaged
4 CANDIDATE
NAME
NEW MS / MRS / MR FIRST MI
��
NICKNAME LAST SUFFIX
5 CANDIDATE
MAILING
ADDRESS
NEW ADDRESS / PO BOX; APT / SUITE #; CITY; STATE; ZIP CODE
6 CANDIDATE
PHONE
NEW AREA CODE PHONE NUMBER EXTENSION
( )
( )
7 OFFICE HELD
(if any)
NEW
8 OFFICE
SOUGHT
(if known)
NEW
9 CAMPAIGN
TREASURER
NAME
NEW MS / MRS / MR FIRST MI NICKNAME LAST SUFFIX
10 CAMPAIGN
TREASURER
STREET
ADDRESS
(residence or business)
NEW STREET ADDRESS (NO PO BOX PLEASE); APT / SUITE #; CITY; STATE; ZIP CODE
11 CAMPAIGN
TREASURER
PHONE
NEW AREA CODE PHONE NUMBER EXTENSION
12 CANDIDATE
SIGNATURE I am aware of the Nepotism Law, Chapter 573 of the Texas Government Cod
I am aware of my responsibility to file timely reports as required by title 15 of
the Election Code.
I am aware of the restrictions in title 15 of the Election Code on contributions
from corporations and labor organizations.
Signature of Candidate Date Signed
e.
� ����������������������������������
GO TO PAGE 2
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
FORM ACTA
PG 2
AMENDMENT:
CANDIDATE MODIFIED REPORTING DECLARATION
13 CANDIDATE
NAME
14 MODIFIED
REPORTING
DECLARATION
NEW
COMPLETE THIS SECTION ONLY IF YOU ARE
CHOOSING MODIFIED REPORTING
•• This declaration must be filed no later than the 30th day before
the first election to which the declaration applies. ••
•• The modified reporting option is valid for one election cycle only. ••
(An election cycle includes a primary election, a general election, and any related runoffs.)
•• Candidates for the office of state chair of a political party
may NOT choose modified reporting. ••
I do not intend to accept more than $1,140 in political contributions
or make more than $1,140 in political expenditures (excluding
filing fees) in connection with any future election within the election
cycle. I understand that if either one of those limits is exceeded, I
will be required to file pre-election reports and, if necessary, a
runoff report.
Year of election(s) or election cycle to
which declaration applies
Signature of Candidate
This appointment is effective on the date it is filed with the appropriate filing authority.
TEC Filers may send this form to the TEC electronically at treasappoint@ethics.state.tx.us
or mail to
Texas Ethics Commission
P.O. Box 12070
Austin, TX 78711-2070
Non-TEC Filers must file this form with the local filing authority
DO NOT SEND TO TEC
For more information about where to file go to:
https://www.ethics.state.tx.us/filinginfo/QuickFileAReport.php
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
TEXAS ETHICS COMMISSION
AMENDMENT: APPOINTMENT OF A CAMPAIGN
TREASURER BY A CANDIDATE
FORM ACTA−INSTRUCTION GUIDE
Revised January 1, 2026
Texas Ethics Commission, P.O. Box 12070, Austin, Texas 78711
www.ethics.state.tx.us
(512) 463-5800 • TDD (800) 735-2989
Promoting Public Confidence in Government
Form ACTA−Instruction Guide
Texas Ethics Commission Page 1 Revised 1/1/2026
FORM ACTA−AMENDMENT: APPOINTMENT OF A
CAMPAIGN TREASURER BY A CANDIDATE
GENERAL INSTRUCTIONS
These instructions are for the AMENDMENT: APPOINTMENT OF A CAMPAIGN TREASURER BY A
CANDIDATE (Form ACTA). Use this form for changing information previously reported on Form CTA
and for renewing your choice to report under the modified schedule. The information you enter on this
form will replace the information from your previous APPOINTMENT OF A CAMPAIGN TREASURER
BY A CANDIDATE (Form (CTA).
If any of the information required to be reported on your CAMPAIGN TREASURER
APPOINTMENT changes, you should file an amendment. Use the AMENDMENT form (Form
ACTA) to report the changes. Do not use the APPOINTMENT form (Form CTA).
You must also use the AMENDMENT form to renew your option to file under the modified
schedule.
Except for your name at the top of the form (and your filer account number, if you file with the
Texas Ethics Commission (Commission)), enter only the information that is different from what
is on your current campaign treasurer appointment. Do not repeat information that has not
changed. The “NEW” boxes emphasize that the information entered on this form should only be
information that is different from what was previously reported. Any information entered in a
space with a “NEW” box will replace the existing information.
SPECIFIC INSTRUCTIONS
Each numbered item in these instructions corresponds to the same numbered item on the form.
PAGE 1
1. CANDIDATE NAME: Enter your name as it is on your current campaign treasurer
appointment. Enter your name in the same way on Page 2, Section 13, of this form. If you
are reporting a name change, enter your new name under Section 4.
2. FILER ID #: If you are filing with the Commission, you were assigned a filer account
number when you filed your initial campaign treasurer appointment. You should have
received a letter acknowledging receipt of the form and informing you of your account
number. Enter this number wherever you see “FILER ID #.” If you do not file with the
Ethics Commission, you are not required to enter an account number.
3. TOTAL PAGES FILED: After you have completed the form, enter the total number of
pages of this form and any additional pages. A “page” is one side of a two-sided form. If
you are not using a two-sided form, a “page” is a single sheet.
Form ACTA−Instruction Guide
Texas Ethics Commission Page 2 Revised 1/1/2026
4. CANDIDATE NAME: Complete this section only if your name has changed. If your name
has changed, enter your complete new name, including nicknames and suffixes (e.g., Sr., Jr.,
III) if applicable.
5. CANDIDATE MAILING ADDRESS: Complete this section only if your mailing address
has changed. If your mailing address has changed, enter your complete new address,
including zip code. This information will allow your filing authority to correspond with you.
We recommend using a PO Box or other address where you receive mail, rather than your
home address. This will be public information.
6. CANDIDATE PHONE: Complete this section only if your phone number has changed. If
your phone number has changed, enter your new phone number, including the area code and
extension, if applicable.
7. OFFICE HELD: If you are an officeholder, complete this section only if your office has
changed. If your office has changed, please enter the new office held. Include the district,
precinct, or other designation for the office, if applicable.
8. OFFICE SOUGHT: If you are a candidate, complete this section only if the office you
seek has changed. If the office has changed, please enter the office you now seek, if known.
Include the district, precinct, or other designation for the office, if applicable.
Note: Changing the office you are seeking may require you to file your reports with a different
filing authority. See the Campaign Finance Guide for further information on filing with a
different authority.
9. CAMPAIGN TREASURER NAME: Complete this section only if your campaign
treasurer has changed. If your campaign treasurer has changed, enter the full name of your
new campaign treasurer, including nicknames and suffixes (e.g., Sr., Jr., III), if applicable.
Qualifications of Campaign Treasurer. A person is ineligible for appointment as a campaign
treasurer if the person is the campaign treasurer of a political committee that has outstanding
filing obligations (including outstanding penalties). This prohibition does not apply if the
committee in connection with which the ineligibility arose has not accepted more than $5,000 in
political contributions or made more than $5,000 in political expenditures in any semiannual
reporting period. A person who violates this prohibition is liable for a civil penalty not to exceed
three times the amount of political contributions accepted or political expenditures made in
violation of this provision.
10. CAMPAIGN TREASURER STREET ADDRESS: Complete this section only if your
campaign treasurer’s street address has changed. If your campaign treasurer’s street address
has changed, enter the complete new address of your campaign treasurer, including the zip
code. You may enter either the treasurer’s new business or residential street address. If you
are your own treasurer, you may enter either your business or residential street address.
11. CAMPAIGN TREASURER PHONE: Complete this section only if your campaign
treasurer’s phone number has changed. If your campaign treasurer’s phone number has
Form ACTA−Instruction Guide
Texas Ethics Commission Page 3 Revised 1/1/2026
changed, enter the new phone number of your campaign treasurer, including the area code
and extension, if applicable.
12. CANDIDATE SIGNATURE: Enter your signature after reading the summary. Your
signature here indicates that you have read the following summary of the nepotism law; that
you are aware of your responsibility to file timely reports; and that you are aware of the
restrictions on contributions from corporations and labor organizations.
• The Texas nepotism law (Government Code, chapter 573) imposes certain
restrictions on both officeholders and candidates. You should consult the statute in
regard to the restrictions applicable to officeholders.
• A candidate may not take an affirmative action to influence an employee of the office
to which the candidate seeks election in regard to the appointment, confirmation,
employment or employment conditions of an individual who is related to the
candidate within a prohibited degree.
• A candidate for a multi-member governmental body may not take an affirmative
action to influence an officer or employee of the governmental body to which the
candidate seeks election in regard to the appointment, confirmation, or employment
of an individual related to the candidate in a prohibited degree.
• Two people are related within a prohibited degree if they are related within the third
degree by consanguinity (blood) or the second degree by affinity (marriage). The
degree of consanguinity is determined by the number of generations that separate
them. If neither is descended from the other, the degree of consanguinity is
determined by adding the number of generations that each is separated from a
common ancestor. Examples: (1) first degree - parent to child; (2) second degree -
grandparent to grandchild; or brother to sister; (3) third degree - great-grandparent to
great-grandchild; or aunt to niece who is child of individual’s brother or sister. A
husband and wife are related in the first degree by affinity. A wife has the same
degree of relationship by affinity to her husband’s relatives as her husband has by
consanguinity. For example, a wife is related to her husband’s grandmother in the
second degree by affinity.
Note: The changes you have made on this form will replace the information on your previous
APPOINTMENT form (Form CTA).
PAGE 2
13. CANDIDATE NAME: Enter your name as you did on Page 1, Section 1.
14. MODIFIED REPORTING DECLARATION: Sign this option if you wish to report under
the modified reporting schedule.
The modified reporting option is not available for candidates for the office of state chair of a
political party.
Form ACTA−Instruction Guide
Texas Ethics Commission Page 4 Revised 1/1/2026
To the left of your signature, enter the year of the election or election cycle to which your
selection of modified reporting applies.
Your selection of modified reporting is valid for an entire election cycle. For example, if you
choose modified reporting before a primary election, your selection remains in effect for any
runoff and for the general election and any related runoff. You must make this selection at least
30 days before the first election to which your selection applies.
An opposed candidate in an election is eligible to report under the modified reporting schedule if
he or she does not intend to accept more than $1,140 in political contributions or make more than
$1,140 in political expenditures in connection with an election. The amount of a filing fee paid
to qualify for a place on the ballot does not count against the $1,140 expenditure limit. An
opposed candidate who reports under the modified schedule is not required to file pre-election
reports (due 30 days and 8 days before an election) or runoff reports (due 8 days before a runoff).
(Note: An unopposed candidate is not required to file pre-election reports in the first place.) The
obligations to file semi-annual reports, special pre-election reports, or special session reports, if
applicable, are not affected by selecting the modified schedule.
The $1,140 maximums apply to each election within the cycle. In other words, you are limited
to $1,140 in contributions and expenditures in connection with the primary, an additional $1,140
in contributions and expenditures in connection with the general election, and an additional
$1,140 in contributions and expenditures in connection with a runoff.
Exceeding $1,140 in contributions or expenditures. If you exceed $1,140 in contributions or
expenditures in connection with an election, you must file according to the regular schedule. In
other words, you must file pre-election reports and a runoff report, if you are in a runoff.
If you exceed either of the $1,140 limits after the 30th day before the election, you must file a
sworn report of contributions and expenditures within 48 hours after exceeding the limit. After
that, you must file any pre-election reports or runoff reports that are due under the regular filing
schedule.
Your selection is not valid for other elections or election cycles. Use another amendment form
(ACTA) to renew your option to file under the modified schedule.
For more information, see the Commission’s campaign finance guide that applies to you.
CANDIDATE / OFFICEHOLDER
CAMPAIGN FINANCE REPORT
FORM C/OH
COVER SHEET PG 1
The C/OH Instruction Guide explains how to complete this form.1 Filer ID (Ethics Commission Filers)2 Total pages filed:
3 CANDIDATE /
OFFICEHOLDER
NAME
MS / MRS / MR FIRST MI
NICKNAME LAST SUFFIX
4 CANDIDATE /
OFFICEHOLDER
MAILING
ADDRESS
Change of Address
ADDRESS / PO BOX;APT / SUITE #;CITY;STATE;ZIP CODE
5 CANDIDATE/
OFFICEHOLDER
PHONE
AREA CODE PHONE NUMBER EXTENSION
( )
6 CAMPAIGN
TREASURER
NAME
MS / MRS / MR FIRST MI
NICKNAME LAST SUFFIX
7 CAMPAIGN
TREASURER
ADDRESS
(Residence or Business)
STREET ADDRESS (NO PO BOX PLEASE); APT / SUITE #;CITY;STATE;ZIP CODE
8 CAMPAIGN
TREASURER
PHONE
AREA CODE PHONE NUMBER EXTENSION
( )
9 REPORT TYPE January 15 30th day before election Runoff 15th day after campaign
treasurer appointment
(Officeholder Only)
July 15 8th day before election Exceeded Modified Final Report (Attach C/OH - FR)Reporting Limit
10 PERIOD
COVERED
Month Day Year
THROUGH
Month Day Year
11 ELECTION ELECTION DATE
Month Day Year
ELECTION TYPE
Primary Runoff Other
Description
General Special
12 OFFICE OFFICE HELD (if any)13 OFFICE SOUGHT (if known)
14 NOTICE FROM
POLITICAL
COMMITTEE(S)
Additional Pages
THIS BOX IS FOR NOTICE OF POLITICAL CONTRIBUTIONS ACCEPTED OR POLITICAL EXPENDITURES MADE BY POLITICAL COMMITTEES TO SUPPORT
THE CANDIDATE / OFFICEHOLDER. THESE EXPENDITURES MAY HAVE BEEN MADE WITHOUT THE CANDIDATE'S OR OFFICEHOLDER'S KNOWLEDGE OR
CONSENT. CANDIDATES AND OFFICEHOLDERS ARE REQUIRED TO REPORT THIS INFORMATION ONLY IF THEY RECEIVE NOTICE OF SUCH EXPENDITURES.
COMMITTEE TYPE
GENERAL
SPECIFIC
COMMITTEE NAME
COMMITTEE ADDRESS
COMMITTEE CAMPAIGN TREASURER NAME
COMMITTEE CAMPAIGN TREASURER ADDRESS
GO TO PAGE 2
Date Imaged
OFFICE USE ONLY
Date Received
Date Hand-delivered or Date Postmarked
Date Processed
Receipt #Amount $
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
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CANDIDATE / OFFICEHOLDER
CAMPAIGN FINANCE REPORT
FORM C/OH
COVER SHEET PG 2
15 C/OH NAME 16 Filer ID (Ethics Commission Filers)
17 CONTRIBUTION
TOTALS
1.TOTAL UNITEMIZED POLITICAL CONTRIBUTIONS (OTHER THAN
PLEDGES, LOANS, OR GUARANTEES OF LOANS, OR
CONTRIBUTIONS MADE ELECTRONICALLY)
$
2.TOTAL POLITICAL CONTRIBUTIONS
(OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS)$
EXPENDITURE
TOTALS 3.TOTAL UNITEMIZED POLITICAL EXPENDITURE.$
4.TOTAL POLITICAL EXPENDITURES $
CONTRIBUTION
BALANCE 5.TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY
OF REPORTING PERIOD $
OUTSTANDING
LOAN TOTALS 6.TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE
LAST DAY OF THE REPORTING PERIOD $
18 SIGNATURE I swear, or affirm, under penalty of perjury, that the accompanying report is true and correct and includes all information
required to be reported by me under Title 15, Election Code.
Signature of Candidate or Officeholder
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
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Revised 1/1/2026
Please complete either option below:
(1) Affidavit
NOTARY STAMP / SEAL
Sworn to and subscribed before me by _______________________________________________ this the ________ day of __________________,
20 ___________, to certify which, witness my hand and seal of office.
Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath
(2)Unsworn Declaration
My name is _____________________________________________________, and my date of birth is _______________________________.
My address is ________________________________________________, ___________________, _______, __________, ______________.
(street) (city)(state) (zip code) (country)
Executed in ___________________ County, State of ______________ , on the _______ day of _______________, 20______.(month)(year)
Signature of Candidate/Officeholder (Declarant)
. . . . . . . . . . . . . . . . . . .
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
FORM C/OH
COVER SHEET PG 3SUBTOTALS - C/OH
19 FILER NAME 20 Filer ID (Ethics Commission Filers)
21 SCHEDULE SUBTOTALS
NAME OF SCHEDULE
SUBTOTAL
AMOUNT
1.SCHEDULE A1: MONETARY POLITICAL CONTRIBUTIONS $
2.SCHEDULE A2: NON-MONETARY (IN-KIND) POLITICAL CONTRIBUTIONS $
3.SCHEDULE B: PLEDGED CONTRIBUTIONS $
4.SCHEDULE E: LOANS $
5.SCHEDULE F1: POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $
6.SCHEDULE F2: UNPAID INCURRED OBLIGATIONS $
7.SCHEDULE F3: PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS $
8.SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD $
9.SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS $
10.SCHEDULE H: PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/O $
11.SCHEDULE I: NON-POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $
12.SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED
TO FILER
H
$
Revised 1/1/2026
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE A1MONETARY POLITICAL CONTRIBUTIONS
If the requested information is not applicable, DO NOT include this page in the report.
The Instruction Guide explains how to complete this form.1 Total pages Schedule A1:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Full name of contributor out-of-state PAC (ID#:_______________________)
6 Contributor address; City; State; Zip Code
7 Amount of contribution ($)
8 Principal occupation / Job title (See Instructions)9 Employer (See Instructions)
Date Full name of contributor out-of-state PAC (ID#:_______________________)
Contributor address; City; State; Zip Code
Amount of contribution ($)
Principal occupation / Job title (See Instructions)Employer (See Instructions)
Date Full name of contributor out-of-state PAC (ID#:_______________________)
Contributor address; City; State; Zip Code
Amount of contribution ($)
Principal occupation / Job title (See Instructions)Employer (See Instructions)
Date Full name of contributor out-of-state PAC (ID#:_______________________)
Contributor address; City; State; Zip Code
Amount of contribution ($)
Principal occupation / Job title (See Instructions)Employer (See Instructions)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements.
Revised 1/1/2026
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Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE A2NON-MONETARY (IN-KIND) POLITICAL
CONTRIBUTIONS
If the requested information is not applicable, DO NOT include this page in the report.
The Instruction Guide explains how to complete this form.1 Total pages Schedule A2:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 TOTAL OF UNITEMIZED IN-KIND POLITICAL CONTRIBUTIONS $
5 Date 6 Full name of contributor out-of-state PAC (ID#:______________________)
7 Contributor address;City; State; Zip Code
8 Amount of
Contribution $9 In-kind contribution
description
Check if travel outside of Texas. Complete Schedule T.
10 Principal occupation / Job title (FOR NON-JUDICIAL)(See Instructions)11 Employer (FOR NON-JUDICIAL)(See Instructions)
12 Contributor's principal occupation (FOR JUDICIAL)13 Contributor's job title (FOR JUDICIAL)(See Instructions)
14 Contributor's employer/law firm (FOR JUDICIAL)15 Law firm of contributor's spouse (if any) (FOR JUDICIAL)
16 If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL)
Date Full name of contributor out-of-state PAC (ID#:______________________)
Contributor address;City; State; Zip Code
Amount of
Contribution $
In-kind contribution
description
Check if travel outside of Texas. Complete Schedule T.
Principal occupation / Job title (FOR NON-JUDICIAL)(See Instructions)Employer (FOR NON-JUDICIAL)(See Instructions)
Contributor's principal occupation (FOR JUDICIAL)Contributor's job title (FOR JUDICIAL)(See Instructions)
Contributor's employer/law firm (FOR JUDICIAL)Law firm of contributor's spouse (if any) (FOR JUDICIAL)
If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements.
Revised 1/1/2026
9 In-kind contribution
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Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE BPLEDGED CONTRIBUTIONS
If the requested information is not applicable, DO NOT include this page in the report.
The Instruction Guide explains how to complete this form.1 Total pages Schedule B:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 TOTAL OF UNITEMIZED PLEDGES $
5 Date 6 Full name of pledgor out-of-state PAC (ID#:_______________________)
7 Pledgor address; City; State; Zip Code
8 Amount
of Pledge $9 In-kind contribution
description
Check if travel outside ○of Texas. Complete Schedule T.
10 Principal occupation / Job title (See Instructions)11 Employer (See Instructions)
Date Full name of pledgor out-of-state PAC (ID#:_______________________)
Pledgor address; City; State; Zip Code
Amount
of Pledge $
In-kind contribution
description
Check if travel outside ○of Texas. Complete Schedule T.
Principal occupation / Job title (See Instructions)Employer (See Instructions)
Date Full name of pledgor out-of-state PAC (ID#:_______________________)
Pledgor address; City; State; Zip Code
Amount of
Pledge $In-kind contribution
description
Check if travel outside ○of Texas. Complete Schedule T.
Principal occupation / Job title (See Instructions)Employer (See Instructions)
Date Full name of pledgor out-of-state PAC (ID#:_______________________)
Pledgor address; City; State; Zip Code
Amount of
Pledge $
In-kind contribution
description
Check if travel outside ○of Texas. Complete Schedule T.
Principal occupation / Job title (See Instructions)Employer (See Instructions)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements.
Revised 1/1/2026
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Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE E
2 FILER NAME
4 TOTAL OF UNITEMIZED LOANS $
1 Total pages Schedule E:
3 Filer ID (Ethics Commission Filers)
The Instruction Guide explains how to complete this form.
5 Date of loan 7 Name of lender out-of-state PAC (ID#:__________________________ )
6 Is lender
a financial
Institution?
Y N
8 Lender address;City;State; Zip Code
9 Loan Amount ($)
10 Interest rate
11 Maturity date
12 Principal occupation / Job title (See Instructions)13 Employer (See Instructions)
14 Description of Collateral
none
15 Check if personal funds were deposited into political
account (See Instructions)
16 GUARANTOR
INFORMATION
not applicable
17 Name of guarantor
18 Guarantor address;City;State; Zip Code
19 Amount Guaranteed ($)
20 Principal Occupation (See Instructions)21 Employer (See Instructions)
Date of loan Name of lender out-of-state PAC (ID#:__________________________ )
Is lender
a financial
Institution?
Y N
Lender address;City;State; Zip Code
Loan Amount ($)
Interest rate
Maturity date
Principal occupation / Job title (See Instructions)Employer (See Instructions)
Description of Collateral
none
Check if personal funds were deposited into political
account (See Instructions)
GUARANTOR
INFORMATION
not applicable
Name of guarantor
Guarantor address; City; State; Zip Code
Amount Guaranteed ($)
Principal Occupation (See Instructions)Employer (See Instructions)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
If lender is out-of-state PAC, please see Instruction guide for additional reporting requirements.
Revised 1/1/2026
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LOANS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE F1
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By
Candidate/Officeholder/Political Committee
Credit Card Payment
Event Expense
Fees
Food/Beverage Expense
Gift/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Transportation Equipment & Related Expense
Travel In District
Travel Out Of District
Other (enter a category not listed above)
The Instruction Guide explains how to complete this form.
1 Total pages Schedule F1:2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Payee name
6 Amount ($)7 Payee address;City;State; Zip Code
8
PURPOSE
O F
EXPENDITURE
(a)Category (See Categories listed at the top of this schedule)(b)Description
(c)Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date Payee name
Amount ($)Payee address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
Complete ONLY if direct Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date Payee name
Amount ($)Payee address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if Austin, TX, officeholder living expenseCheck if travel outside of Texas. Complete Schedule T.
Candidate / Officeholder name Office sought Office heldComplete ONLY if direct
expenditure to benefit C/OH
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
POLITICAL EXPENDITURES MADE
FROM POLITICAL CONTRIBUTIONS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE F2
EXPENDITURE CATEGORIES FOR BOX 10(a)
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By
Candidate/Officeholder/Political Committee
Event Expense
Fees
Food/Beverage Expense
Gift/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Transportation Equipment & Related Expense
Travel In District
Travel Out Of District
Other (enter a category not listed above)
The Instruction Guide explains how to complete this form.
1 Total pages Schedule F2:2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 TOTAL OF UNITEMIZED UNPAID INCURRED OBLIGATIONS $
5 Date 6 Payee name
7 Amount ($)8 Payee address;City;State; Zip Code
9 TYPE OF
EXPENDITURE Political Non-Political
10
PURPOSE
OF
EXPENDITURE
(a)Category (See Categories listed at the top of this schedule)(b)Description
(c)Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
11 Complete ONLY if direct Candidate / Officeholder name Office sought Office heldexpenditure to benefit C/OH
Date Payee name
Amount ($)Payee address;City;State; Zip Code
TYPE OF
EXPENDITURE Political Non-Political
PURPOSE
OF
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
Complete ONLY if direct Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
UNPAID INCURRED OBLIGATIONS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
PURCHASE OF INVESTMENTS MADE
FROM POLITICAL CONTRIBUTIONS SCHEDULE F3
The Instruction Guide explains how to complete this form.1 Total pages Schedule F3:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Name of person from whom investment is purchased
6 Address of person from whom investment is purchased; City;State; Zip Code
7 Description of investment
8 Amount of investment ($)
Date Name of person from whom investment is purchased
Address of person from whom investment is purchased; City;State; Zip Code
Description of investment
Amount of investment ($)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
EXPENDITURES MADE BY CREDIT CARD
If the requested information is not applicable, DO NOT include this page in the report.
SCHEDULE F4
EXPENDITURE CATEGORIES FOR BOX 10(a)
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By
Candidate/Officeholder/Political Committee
Event Expense
Fees
Food/Beverage Expense
Gift/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Transportation Equipment & Related Expense
Travel In District
Travel Out Of District
Other (enter a category not listed above)
The Instruction Guide explains how to complete this form.USE A NEW PAGE FOR EACH CREDIT CARD ISSUER
1 TOTAL PAGES
SCHEDULE F4:
2 FILER NAME 3 FILER ID (Ethics Commission Filers)
Revised 1/1/2026
4 TOTAL OF UNITEMIZED EXPENDITURES CHARGED TO A CREDIT CARD $
5 CREDIT CARD
ISSUER
Name of financial institution
6 PAYMENT (a) Amount Charged
$
(b) Date Expenditure Charged (c) Date(s) Credit Card Issuer Paid
7 PAYEE (a) Payee name (b) Payee address; City, State, Zip Code
8 PURPOSE OF
EXPENDITURE
Political
Non-Political
(a) Category (See Categories listed at the top of this schedule)(b) Description
(c) Check if travel outside of Texas. Complete Schedule T. Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct
expenditure to benefit C/OH
Candidate / Officeholder name Office Sought Office Held
PAYMENT (a) Amount Charged
$
(b) Date Expenditure Charged (c) Date(s) Credit Card Issuer Paid
PAYEE (a) Payee name (b) Payee address; City, State, Zip Code
PURPOSE OF
EXPENDITURE
Political
Non-Political
(a) Category (See Categories listed at the top of this schedule)(b) Description
(c) Check if travel outside of Texas. Complete Schedule T. Check if Austin, TX, officeholder living expense
Complete ONLY if direct
expenditure to benefit C/OH
Candidate / Officeholder name Office Sought Office Held
PAYMENT (a) Amount Charged
$
(b) Date Expenditure Charged (c) Date(s) Credit Card Issuer Paid
PAYEE (a) Payee name (b) Payee address; City, State, Zip Code
PURPOSE OF
EXPENDITURE
Political
Non-Political
(a) Category (See Categories listed at the top of this schedule)(b) Description
(c) Check if travel outside of Texas. Complete Schedule T. Check if Austin, TX, officeholder living expense
Complete ONLY if direct
expenditure to benefit C/OH
Candidate / Officeholder name Office Sought Office Held
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE G
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By
Candidate/Officeholder/Political Committee
Credit Card Payment
Event Expense
Fees
Food/Beverage Expense
Gift/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Transportation Equipment & Related Expense
Travel In District
Travel Out Of District
Other (enter a category not listed above)
The Instruction Guide explains how to complete this form.
1 Total pages Schedule G:2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Payee name
6 Amount ($)
Reimbursement from
political contributions
intended
7 Payee address;City;State; Zip Code
8
PURPOSE
O F
EXPENDITURE
(a)Category (See Categories listed at the top of this schedule)(b)Description
(c)Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
9 Candidate / Officeholder name Office sought Office held
Complete ONLY if direct
expenditure to benefit C/OH
Date Payee name
Amount ($)
Reimbursement from
political contributions
intended
Payee address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
Candidate / Officeholder name Office sought Office heldComplete ONLY if direct
expenditure to benefit C/OH
Date Payee name
Amount ($)
Reimbursement from
political contributions
intended
Payee address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if Austin, TX, officeholder living expenseCheck if travel outside of Texas. Complete Schedule T.
Candidate / Officeholder name Office sought Office heldComplete ONLY if direct
expenditure to benefit C/OH
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
POLITICAL EXPENDITURES MADE FROM
PERSONAL FUNDS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE H
EXPENDITURE CATEGORIES FOR BOX 8(a)
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By
Candidate/Officeholder/Political Committee
Credit Card Payment
Event Expense
Fees
Food/Beverage Expense
Gift/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Transportation Equipment & Related Expense
Travel In District
Travel Out Of District
Other (enter a category not listed above)
The Instruction Guide explains how to complete this form.
1 Total pages Schedule H:2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Business name
6 Amount ($)7 Business address;City;State; Zip Code
8
PURPOSE
O F
EXPENDITURE
(a)Category (See Categories listed at the top of this schedule)(b)Description
(c)Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date Business name
Amount ($)Business address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if travel outside of Texas. Complete Schedule T.Check if Austin, TX, officeholder living expense
Complete ONLY if direct Candidate / Officeholder name Office sought Office held
expenditure to benefit C/OH
Date Business name
Amount ($)Business address;City;State; Zip Code
PURPOSE
O F
EXPENDITURE
Category (See Categories listed at the top of this schedule)Description
Check if Austin, TX, officeholder living expenseCheck if travel outside of Texas. Complete Schedule T.
Candidate / Officeholder name Office sought Office heldComplete ONLY if direct
expenditure to benefit C/OH
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
PAYMENT MADE FROM POLITICAL CONTRIBUTIONS
TO A BUSINESS OF C/OH
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE I
The Instruction Guide explains how to complete this form.
1 Total pages Schedule I:2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Payee name
6 Amount ($)7 Payee address;City State Zip Code
8
PURPOSE
OF
EXPENDITURE
(a)Category (See instructions for examples of acceptable
categories.)
(b)Description (See instructions regarding type of information
required.)
Date Payee name
Amount ($)Payee address;City State Zip Code
PURPOSE
OF
EXPENDITURE
Category (See instructions for examples of acceptable
categories.)
Description (See instructions regarding type of information
required.)
Date Payee name
Amount ($)Payee address;City Zip CodeState
PURPOSE
OF
EXPENDITURE
Category (See instructions for examples of acceptable
categories.)
Description (See instructions regarding type of information
required.)
Date Payee name
Amount ($)Payee address;City Zip CodeState
PURPOSE
OF
EXPENDITURE
Category (See instructions for examples of acceptable
categories.)
Description (See instructions regarding type of information
required.)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
NON-POLITICAL EXPENDITURES
MADE FROM POLITICAL CONTRIBUTIONS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE K
The Instruction Guide explains how to complete this form.1 Total pages Schedule K:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Date 5 Name of person from whom amount is received
6 Address of person from whom amount is received; City; State; Zip Code
7 Purpose for which amount is received Check if political contribution returned to filer
8 Amount ($)
Date Name of person from whom amount is received
Address of person from whom amount is received; City; State; Zip Code
Purpose for which amount is received Check if political contribution returned to filer
Amount ($)
Date Name of person from whom amount is received
Address of person from whom amount is received; City; State; Zip Code
Purpose for which amount is received Check if political contribution returned to filer
Amount ($)
Date Name of person from whom amount is received
Address of person from whom amount is received; City; State; Zip Code
Purpose for which amount is received Check if political contribution returned to filer
Amount ($)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
INTEREST, CREDITS, GAINS, REFUNDS, AND
CONTRIBUTIONS RETURNED TO FILER
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
SCHEDULE T
The Instruction Guide explains how to complete this form.
1 Total pages Schedule T:
2 FILER NAME 3 Filer ID (Ethics Commission Filers)
4 Name of Contributor / Corporation or Labor Organization / Pledgor / Payee
5 Contribution / Expenditure reported on:
Schedule A2 Schedule B Schedule B(J)Schedule C2 Schedule D Schedule F1
Schedule F2 Schedule F4 Schedule G Schedule H Schedule COH-UC Schedule B-SS
6 Dates of travel 7 Name of person(s) traveling
8 Departure city or name of departure location
9 Destination city or name of destination location
10 Means of transportation 11 Purpose of travel (including name of conference, seminar, or other event)
Name of Contributor / Corporation or Labor Organization / Pledgor / Payee
Contribution / Expenditure reported on:
Schedule A2 Schedule B Schedule B(J)Schedule C2 Schedule D Schedule F1
Schedule F2 Schedule F4 Schedule G Schedule H Schedule COH-UC Schedule B-SS
Dates of travel Name of person(s) traveling
Departure city or name of departure location
Destination city or name of destination location
Means of transportation Purpose of travel (including name of conference, seminar, or other event)
Name of Contributor / Corporation or Labor Organization / Pledgor / Payee
Contribution / Expenditure reported on:
Schedule A2 Schedule B(J)Schedule C2Schedule B
Schedule GSchedule F2 Schedule F4 Schedule H
Schedule D
Schedule COH-UC
Schedule F1
Schedule B-SS
Dates of travel Name of person(s) traveling
Departure city or name of departure location
Destination city or name of destination location
Means of transportation Purpose of travel (including name of conference, seminar, or other event)
ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED
Revised 1/1/2026
IN-KIND CONTRIBUTIONS OR POLITICAL EXPENDITURES
FOR TRAVEL OUTSIDE OF TEXAS
If the requested information is not applicable, DO NOT include this page in the report.
Forms provided by Texas Ethics Commission www.ethics.state.tx.us
CANDIDATE / OFFICEHOLDER REPORT:
DESIGNATION OF FINAL REPORT FORM C/OH - FR
The Instruction Guide explains how to complete this form.
•• Complete only if "Report Type" on page 1 is marked "Final Report" ••
1 C/OH NAME 2 Filer ID (Ethics Commission Filers)
3 SIGNATURE
I do not expect any further political contributions or political expenditures in connection with my candidacy. I understand that
designating a report as a final report terminates my campaign treasurer appointment. I also understand that I may not accept any
campaign contributions or make any campaign expenditures without a campaign treasurer appointment on file.
Signature of Candidate / Officeholder
4 FILER WHO IS NOT AN OFFICEHOLDER
•• Complete A & B below only if you are not an officeholder. ••
A. CAMPAIGN FUNDS
Check only one:
I do not have unexpended contributions or unexpended interest or income earned from political contributions.
I have unexpended contributions or unexpended interest or income earned from political contributions. I understand that I
may not convert unexpended political contributions or unexpended interest or income earned on political contributions to
personal use. I also understand that I must file an annual report of unexpended contributions and that I may not retain
unexpended contributions or unexpended interest or income earned on political contributions longer than six years after
filing this final report. Further, I understand that I must dispose of unexpended political contributions and unexpended
interest or income earned on political contributions in accordance with the requirements of Election Code, § 254.204.
B. ASSETS
Check only one:
I do not retain assets purchased with political contributions or interest or other income from political contributions.
I do retain assets purchased with political contributions or interest or other income from political contributions. I understand
that I may not convert assets purchased with political contributions or interest or other income from political contributions to
personal use. I also understand that I must dispose of assets purchased with political contributions in accordance with the
requirements of Election Code, § 254.204.
Signature of Candidate
5 OFFICEHOLDER
•• Complete this section only if you are an officeholder ••
I am aware that I remain subject to filing requirements applicable to an officeholder who does not have a campaign treasurer on
file. I am also aware that I will be required to file reports of unexpended contributions if, after filing the last required report as
an officeholder, I retain political contributions, interest or other income from political contributions, or assets purchased with
political contributions or interest or other income from political contributions.
Signature of Officeholder
Revised 1/1/2026
TEXAS ETHICS COMMISSION
CANDIDATE/OFFICEHOLDER
CAMPAIGN FINANCE REPORT
FORM C/OH – INSTRUCTION GUIDE
(LOCAL PAPER FILERS ONLY)
For Reports Due on or after January 1, 2026
Revised January 1, 2026
Texas Ethics Commission, P.O. Box 12070, Austin, Texas 78711
www.ethics.state.tx.us (512) 463-5800 • TDD (800) 735-2989
Promoting Public Confidence in Government
FORM C/OH – INSTRUCTION GUIDE
TABLE OF CONTENTS
These instructions are for the CANDIDATE/OFFICEHOLDER CAMPAIGN FINANCE REPORT (Form
C/OH) and all schedules that are filed with it. FORM C/OH includes a three-page cover sheet and
Schedules A1, A2, B, E, F1, F2, F3, F4, G, H, I, K, and T. Candidates or officeholders filing a Final
Report should also attach Form C/OH-FR. All filers must submit the three-page cover sheet, but only the
schedules on which there is information to report need to be included.
GENERAL INSTRUCTIONS ..................................................................................................... 3
IMPORTANT UPDATES .......................................................................................................... 3
ELECTRONIC FILING .............................................................................................................. 3
Filling Out The Forms ................................................................................................................ 3
TEXAS Ethics Commission GUIDES ........................................................................................ 4
Photocopies Of Forms................................................................................................................. 4
Filing Date .................................................................................................................................. 4
FORM C/OH: CANDIDATE/OFFICEHOLDER CAMPAIGN FINANCE REPORT ......... 5
GENERAL INFORMATION ..................................................................................................... 5
COMPLETING THE COVER SHEET ...................................................................................... 7
PAGE 1 ................................................................................................................................... 7
PAGE 2 ................................................................................................................................. 13
PAGE 3 ................................................................................................................................. 15
SCHEDULE A1: MONETARY POLITICAL CONTRIBUTIONS ........................................ 18
SCHEDULE A2: NON-MONETARY (IN-KIND) POLITICAL CONTRIBUTIONS ........... 21
SCHEDULE B: PLEDGED CONTRIBUTIONS .................................................................... 23
SCHEDULE E: LOANS ........................................................................................................... 26
SCHEDULE F1: POLITICAL EXPENDITURES FROM POLITICAL CONTRIBUTIONS 29
SCHEDULE F2: UNPAID INCURRED OBLIGATIONS ...................................................... 32
SCHEDULE F3: PURCHASE OF INVESTMENTS FROM POLITICAL CONTRIBUTIONS
................................................................................................................................................... 34
SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD .......................................... 35
SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS ....... 38
SCHEDULE H PAYMENT FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF
C/OH ......................................................................................................................................... 40
SCHEDULE I: NON-POLITICAL EXPENDITURES MADE FROM POLITICAL
CONTRIBUTIONS .................................................................................................................. 41
SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS
RETURNED TO FILER ........................................................................................................... 42
SCHEDULE T: IN-KIND CONTRIBUTIONS OR POLITICAL EXPENDITURES FOR
TRAVEL OUTSIDE OF TEXAS ............................................................................................. 43
FORM C/OH-FR: DESIGNATION OF FINAL REPORT .................................................... 44
GENERAL INFORMATION ................................................................................................... 44
COMPLETING THE FORM .................................................................................................... 45
ADDITIONAL INFORMATION REGARDING EXPENDITURES .................................... 46
EXAMPLES: REPORTING EXPENDITURES MADE BY CREDIT CARD ....................... 46
EXAMPLES: PURPOSE OF EXPENDITURES ..................................................................... 51
EXAMPLES: REPORTING EXPENDITURES FROM PERSONAL FUNDS ...................... 53
EXAMPLES: REPORTING STAFF REIMBURSEMENT ..................................................... 55
Form C/OH – Instruction Guide
Texas Ethics Commission Page 3 Revised 1/1/2026
GENERAL INSTRUCTIONS
These general instructions apply to all C/OH forms required to be filed under title 15, Texas
Election Code, for activity that occurs on or after January 1, 2026. For a report that includes
activity occurring before January 1, 2026, you must use the instructions applicable before that
time, which are available on the Texas Ethics Commission’s website at
https://www.ethics.state.tx.us/forms/coh/cohfrm.php.
IMPORTANT UPDATES
Increased Disclosure Thresholds
On January 1, 2020, the Texas Ethics Commission began adjusting certain reporting thresholds
to account for inflation. As directed by section 571.064 of the Texas Government Code, the
Commission is required to annually adjust these thresholds upward to the nearest multiple of $10
in accordance with the percentage increase for the previous year in the Consumer Price Index for
Urban Consumers published by the Bureau of Labor Statistics of the United States Department
of Labor. Accordingly, one or more thresholds will generally be adjusted each year, depending
upon the figures in the index.
These changes will be made effective January 1st of each calendar year; the affected numbers and
corresponding new thresholds are located in 1 T.A.C. §18.31, which can be found here:
https://www.ethics.state.tx.us/rules/. The higher itemization thresholds will be reflected on the
paper forms and in these instructions, as applicable.
Verify that you are using the correct thresholds and forms that apply to your filing. For example,
if you are filing a campaign finance report or lobby activities report that is due in January of
2025, you must use the forms and instructions that are applicable to the period ending December
31, 2024.
Contributions Made Electronically Must Be Itemized
Beginning on September 1, 2019, all political contributions that are made electronically and
accepted by a filer during the reporting period must be itemized in the filer’s campaign finance
report. This change is made by House Bill 2586, adopted by the 86th Texas Legislature.
ELECTRONIC FILING
All persons filing campaign finance reports with the Texas Ethics Commission (Commission) are
required to file those reports electronically unless the person is eligible to claim an exemption.
Check the Commission’s website at https://www.ethics.state.tx.us for information about exemptions
from the electronic filing requirement.
FILLING OUT THE FORMS
All reports filed on paper must be either handwritten in ink or typewritten. If you complete the
report by hand, print everything other than your signature.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 4 Revised 1/1/2026
If you are filing with the Commission, and you are eligible to claim an exemption to electronic
filing, you may use your own computer-generated form if it provides for disclosure of all the
information required on the Commission's form and it is substantially identical in paper size,
color, layout, and format. A substitute form that is substantially identical to the Commission's
prescribed form must be submitted for pre-approval by the Commission's executive director.
Always file the cover sheet of the campaign finance report form. You need to file only those
schedules on which you have information to report.
You must keep an exact copy of each report filed and all records necessary to complete the
report for at least two (2) years after the deadline for filing the report.
If you have questions, contact our legal department at helpline@ethics.state.tx.us.
TEXAS ETHICS COMMISSION GUIDES
The Commission publishes a Campaign Finance Guide for each type of filer. These guides are
designed to explain your responsibilities as a filer. The Commission encourages you to read the
appropriate guide before you begin accepting political contributions or making or authorizing
political expenditures.
PHOTOCOPIES OF FORMS
You may use photocopies of Commission forms. For example, if the space provided on Schedule
A1 is insufficient, you may make copies of a blank Schedule A1 form and attach more pages as
needed.
FILING DATE
For most reporting deadlines, a document is considered timely filed if it is properly addressed
with postage or handling charges prepaid and bears a postmark or receipt mark of a common or
contract carrier indicating a time on or before the deadline.
Pre-Election Reports: A report due 30 days before an election and a report due 8 days before an
election must be received by the appropriate filing authority no later than the report due date.
If you are filing with the Commission, address your reports and correspondence to the Texas
Ethics Commission, P.O. Box 12070, Austin, Texas 78711-2070. For hand-deliveries, the
Commission’s street address is 201 East 14th Street, Sam Houston Building, 10th Floor, Austin,
Texas 78701.
If the due date for a report falls on a Saturday, Sunday, or legal holiday, the report is due on the
next regular business day.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 5 Revised 1/1/2026
FORM C/OH: CANDIDATE/OFFICEHOLDER CAMPAIGN FINANCE
REPORT
These instructions are for the CANDIDATE/OFFICEHOLDER CAMPAIGN FINANCE REPORT
(Form C/OH). A complete report includes the Form C/OH cover sheet, and any of the following
schedules on which there is information to report: A1, A2, B, E, F1, F2, F3, F4, G, H, I, K, and
T. A complete Final Report must also include Form C/OH-FR.
Note: Judicial candidates and officeholders must use a different form, Form JC/OH.
GENERAL INFORMATION
Use Form C/OH for filing the following reports:
• Semiannual reports (January 15 and July 15)
• Pre-election reports (30th day before election, 8th day before election)
• Runoff report (8th day before runoff election)
• Exceeded Modified Reporting Limit report
• 15th day after officeholder campaign treasurer appointment
• Final Report
See the instructions for sections 9 and 10 of the Cover Sheet for help in deciding which reports
you are required to file.
OFFICEHOLDER ACTIVITY
An officeholder may make officeholder expenditures and accept officeholder contributions
without having a campaign treasurer appointment on file. However, an officeholder must have a
campaign treasurer appointment on file before the officeholder may make campaign
expenditures or accept campaign contributions.
DUTIES OF CANDIDATE OR OFFICEHOLDER
As a candidate or officeholder, you alone, not the campaign treasurer, are responsible for filing
this form. Failing to file a report on time or filing an incomplete report may subject you to
criminal or civil penalties.
DUTIES OF CAMPAIGN TREASURER
State law does not impose any reporting or record-keeping obligations on a candidate’s
campaign treasurer.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 6 Revised 1/1/2026
WHERE TO FILE
This form is filed with the same filing authority with which you were required to file your
Campaign Treasurer Appointment (Form CTA). If you are an officeholder who does not have a
campaign treasurer appointment on file, file your reports with the same authority with which a
candidate for your office must file the campaign treasurer appointment.
FILING A FINAL REPORT
For filing purposes, you are a “candidate” as long as you have an appointment of campaign
treasurer on file. If you do not expect to accept any further campaign contributions or to make
any further campaign expenditures, you may file a Final Report of contributions and
expenditures. A Final Report terminates your appointment of campaign treasurer and relieves
you of the obligation of filing further reports as a candidate. If you are an officeholder at the
time of filing a Final Report, you may be required to file semiannual reports of contributions and
expenditures as an officeholder. The only officeholders who are not required to file semiannual
reports are officeholders who file locally, who do not have a campaign treasurer appointment on
file, and who do not exceed $1,140 in contributions or expenditures during the reporting period.
You are required to file a report of unexpended contributions (using Form C/OH-UC) if all of the
following apply to you: you are not a current officeholder, you have filed a final report, and you
retain political contributions. Officeholders who leave office, no longer have a treasurer
appointment on file, file a final report, and still retain political contributions will also owe this
report. See Instructions for Form C/OH-UC for further information. To file a Final Report, you
must complete the “C/OH CAMPAIGN FINANCE REPORT” (Form C/OH), check the “final”
box in section 9 on the Cover Sheet, and complete and attach the “C/OH REPORT:
DESIGNATION OF FINAL REPORT” (Form C/OH- FR).
Form C/OH – Instruction Guide
Texas Ethics Commission Page 7 Revised 1/1/2026
COMPLETING THE COVER SHEET
Each numbered item in these instructions corresponds to the same numbered item on the form.
PAGE 1
1. FILER ID: If you are filing with the Commission, you were assigned a filer identification
number when you filed your initial campaign treasurer appointment. You should have
received a letter acknowledging receipt of the form and informing you of your Filer ID. Enter
this number wherever you see “FILER ID.” If you do not file with the Commission, you are
not required to enter a Filer ID.
2. TOTAL PAGES FILED: After you have completed the form, count the total number of
pages of this form and any attached schedules. Enter that number where indicated on the top
line of page 1 only. Each side of a two-sided form counts as one page.
3. CANDIDATE/OFFICEHOLDER NAME: Enter your full name, including nicknames and
suffixes (e.g., Sr., Jr., III), if applicable.
4. CANDIDATE/OFFICEHOLDER MAILING ADDRESS: Enter your complete mailing
address. If your mailing address has changed since you last gave notice of your address,
check the “Change of Address” box.
5. CANDIDATE/OFFICEHOLDER PHONE: Enter your phone number including the area
code, and your extension, if applicable.
Sections 6 - 8 pertain to a candidate’s campaign treasurer. If you are an officeholder who does
not have a campaign treasurer appointment on file, skip these sections.
6. CAMPAIGN TREASURER NAME: Enter the full name of your campaign treasurer,
including nicknames and suffixes (e.g., Sr., Jr., III), if applicable.
7. CAMPAIGN TREASURER ADDRESS: Enter the complete address of your campaign
treasurer.
8. CAMPAIGN TREASURER PHONE: Enter the phone number of your campaign treasurer
including the area code, and the extension, if applicable.
9. REPORT TYPE: Check the box that describes the type of report you are filing, according to
the descriptions below. See the instructions for section 10 for the periods covered by each
type of report.
January 15 (Semiannual) Report: All candidates and most officeholders must file a
semiannual report by January 15. The only officeholders who are not required to file this
report are officeholders who file locally, who do not have a campaign treasurer
appointment on file, and who do not exceed $1,140 in contributions or expenditures during
the reporting period.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 8 Revised 1/1/2026
All candidates and officeholders who file with the Commission must file this report by
midnight Central Time on the January 15 report due date. All candidates and officeholders
who file locally must file this report by 5 p.m. on the January 15 report due date.
Note: Anyone who has a campaign treasurer appointment (Form CTA) on file must file
semiannual reports, even after an election has ended and even if the filer lost the election.
To end this semiannual filing requirement, the filer must cease campaign activity and file a
Final Report. (See “Final Report” below for more information.)
July 15 (Semiannual) Report: All candidates and most officeholders must file a
semiannual report by July 15. The only officeholders who are not required to file this report
are officeholders who file locally, who do not have a campaign treasurer appointment on
file, and who do not exceed $1,140 in contributions or expenditures during the reporting
period.
See “January 15 Report” above for more information on filing requirements and deadlines
for semiannual reports.
30th Day Before Election Report: Opposed candidates in an election who did not choose
the modified reporting schedule must file this pre-election report. If an opposed candidate
chose modified reporting, but then exceeded a threshold before the 30th day before the
election, the candidate must file this report.
The report is due no later than 30 days before the election. For all candidates and
officeholders who file with the Commission, this report must be received by the
Commission no later than midnight Central Time on the report due date. For all candidates
and officeholders who file locally, this report must be received by the filing authority no
later than 5 p.m. on the report due date.
You are an "opposed" candidate if you have an opponent, including a minor party
candidate, whose name is printed on the ballot. If your only opposition is a write-in
candidate, you are not considered opposed for filing purposes. If you are a write-in
candidate, you are an "opposed" candidate subject to the reporting requirements if you
accept political contributions or make political expenditures. Candidates who are
unopposed in an election are not required to file pre-election reports for that election.
8th Day Before Election Report: Opposed candidates in an election who did not choose
the modified reporting schedule must file this pre-election report. If an opposed candidate
chose modified reporting but then exceeded a threshold before the 8th day before the
election, the candidate must file this report.
The report is due no later than 8 days before the election. For all candidates and
officeholders who file with the Commission, this report must be received by the
Commission no later than midnight Central Time on the report due date. For all candidates
and officeholders who file locally, this report must be received by the filing authority no
later than 5 p.m. on the report due date.
See “30th Day Before Election Report” above for the definition of an opposed candidate.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 9 Revised 1/1/2026
Runoff Report: Opposed candidates who are participating in a runoff election and who did
not choose the modified reporting schedule must file this runoff report. The report is due no
later than 8 days before the runoff election. For all candidates and officeholders who file
with Commission, this report must be received by the Commission no later than midnight
Central Time on the report due date. For all candidates and officeholders who file locally,
this report must be received by the filing authority no later than 5 p.m. on the report due
date.
See “30th Day Before Election Report” above for the definition of an opposed candidate.
Exceeded Modified Reporting Limit Report: Candidates who chose to file under the
modified reporting schedule but then, after the 30th day before the election, exceeded
$1,140 in contributions or $1,140 in expenditures in connection with the election must file
this Exceeded Modified Reporting Limit report within 48 hours after exceeding the $1,140
limit. The candidate must meet this deadline even if it falls on a weekend or a holiday.
15th Day After Campaign Treasurer Appointment Report (Officeholders Only): An
officeholder must file this report if he or she appoints a campaign treasurer after a period of
not having a campaign treasurer appointment (Form CTA) on file. For all officeholders
who file with Commission, this report is due no later than midnight Central Time on the
15th day after an officeholder files Form CTA with the Commission. For all officeholders
who file locally, this report is due no later than 5 p.m. on the 15th day after an officeholder
files Form CTA with the filing authority. It is not required of officeholders who are merely
changing their campaign treasurer. It is not required of an officeholder who files locally if
the officeholder did not exceed $1,140 in either contributions or expenditures during the
period covered by the report. Candidates who are not officeholders do not file this report.
Final Report: A person who has a campaign treasurer appointment on file may file this
report when he or she does not expect to accept any further campaign contributions or
make or authorize any further campaign expenditures. There is not a fixed deadline for this
report. This report must have a completed “C/OH REPORT: DESIGNATION OF FINAL
REPORT” (Form C/OH-FR) attached.
A candidate must have a CTA on file to accept campaign contributions or make campaign
expenditures, including contributions intended to offset campaign debts or expenditures
made to pay campaign debts. A candidate who intends to continue campaign activity
should not file a Final Report.
A Final Report terminates a candidate’s CTA and relieves the candidate from any
additional filing obligations as a candidate. Officeholders who file a Final Report will still
be subject to the filing requirements applicable to officeholders. A person who is not an
officeholder but who has surplus political funds or assets after filing a Final Report will be
required to file annual Unexpended Contribution reports. (See “Form C/OH-FR:
Designation of Final Report” for more information.) A candidate or officeholder who does
not have a CTA on file may still be required to file a personal financial statement (PFS).
Filing a Final Report does not relieve a candidate of responsibility for any delinquent
reports or outstanding civil penalties.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 10 Revised 1/1/2026
Daily Pre-Election Report of Contributions: A candidate or officeholder who files with the
Commission may be required to file daily pre-election reports disclosing contributions
during the period beginning the 9th day before an election and ending at 12 noon on the
day before the election. This information is disclosed on Form Daily-C C/OH. For more
information, see the instructions for Form Daily-C C/OH.
Legislative Special Session Report: All statewide candidates and officeholders and
members of and candidates for the legislature who accept a political contribution during the
period beginning on the date the governor signs the proclamation calling a special
legislative session and continuing through the date of final adjournment are required to file
a report after a special session of the legislature. This information can be disclosed on Form
C/OH-SS. For more information, see the instructions for Form C/OH-SS.
10. PERIOD COVERED: A reporting period includes the start date and the end date. The due
date for filing will generally be after the end of the reporting period. Generally, a report
picks up where the last report left off, and there should be no gaps or overlapping periods.
The exceptions are Daily Pre-election reports, which do create overlaps because you are
required to report the activity twice.
First Reports: If this is the first report of contributions and expenditures that you
have filed, the beginning date will depend on the date your campaign treasurer
appointment (Form CTA) was filed or the date you took office.
• If you are a candidate (a person who has filed a Form CTA) and you are
filing your first report, the start date will be the date your Form CTA was
filed.
• If you are an officeholder who was appointed to an elective office and
who did not have a Form CTA on file at the time of the appointment, the
start date for your first report will be the date you took office.
January 15th (Semiannual) Report: The start date is July 1 of the previous year or the
day after the last day covered by your last required report, whichever is later. If this is the
first report you have filed, see the “First Reports” section above. The end date is December
31 of the previous year.
July 15th (Semiannual) Report: The start date is January 1 or the day after the last day
covered by your last required report, whichever is later. If this is the first report you have
filed, see the “First Reports” section above. The end date is June 30.
30th Day Before Election Report: The start date is the day after the last day covered by
your last required report. If this is the first report you have filed, see the “First Reports”
section above. The end date is the 40th day before the election. This report is not required
for unopposed candidates or candidates who are filing under the modified reporting
schedule.
8th Day Before Election Report: The start date is the 39th day before the election if you
filed a 30th Day Before Election Report. If you did not file the 30th Day Before Election
Report, the day after the last day covered by your last required report is the start date. If
this is the first report you have filed, see the “First Reports” section above. The end date is
Form C/OH – Instruction Guide
Texas Ethics Commission Page 11 Revised 1/1/2026
the 10th day before the election. This report is not required for unopposed candidates or
candidates who are filing under the modified reporting schedule.
Runoff Report: The start date is the 9th day before the main election if you filed an 8th
Day Before Election Report. Otherwise, the start date is the day after the last day covered
by your last required report or the day you appointed a campaign treasurer, whichever is
later. The end date is the 10th day before the runoff election. This report is not required
for candidates who are filing under the modified reporting schedule.
Exceeded Modified Reporting Limit Report: The start date for the report is either the
day you appointed your campaign treasurer or the day after the last day covered by your
last required report, whichever is later. The end date is the day you exceeded the $1,140
limit for contributions or expenditures.
15th Day After Campaign Treasurer Appointment Report (Officeholders Only): The
start date is either the day after the last day covered by your last required report or the day
you began serving an appointment to elective office. The end date is the day before the
campaign treasurer appointment was filed. This report is due no later than 15 days after the
campaign treasurer appointment was filed.
Final Report: The start date is the day after the last day covered by your last required
report. The end date is the day the final report is filed.
If you are an officeholder without a campaign treasurer appointment on file, or if you have a
campaign treasurer appointment on file but you are not a candidate in an upcoming election and
were not a candidate in a recent election, you may skip Section 11.
11. ELECTION: If you are a candidate in an upcoming election or were a candidate in a
recently held election, provide the following information concerning the upcoming or recent
election.
Election Date: Enter the month, day, and year of the election for which this report is filed,
if known.
Candidate in an Upcoming Election: If the political activity in the report primarily
pertains to an upcoming election, provide the date of the upcoming election in
which you intend to participate as a candidate that most immediately follows the
deadline for this report.
Candidate in a Recently Held Election: If the political activity in this report
primarily pertains to a recently held election, provide the date of the recently held
election in which you participated as a candidate that most immediately precedes
the deadline for this report.
Election Type: Check the box next to the type of election that most accurately describes
the election for which this report is filed.
Primary: An election held by a political party to select its nominees for office.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 12 Revised 1/1/2026
Runoff: An election held if no candidate for a particular office receives the vote
necessary to be elected in an election requiring a majority vote.
General: An election, other than a primary election, that regularly occurs at fixed
dates.
Special: An election that is neither a general election nor a primary election nor a
runoff election.
Other: If none of the listed election types apply, check “Other” and provide your
own description of the election for which the report is filed.
12. OFFICE HELD: If you are an officeholder, enter the office you currently hold. Include the
district, precinct, or other designation for the office, if applicable.
13. OFFICE SOUGHT: If you are a candidate in an upcoming election, enter the office you
seek. If you were a candidate in a recently held election, but were unsuccessful or are not
currently an officeholder, enter the office you sought during the election that most
immediately precedes the deadline for this report. Include the district, precinct, or other
designation for the office, if applicable.
14. NOTICE FROM POLITICAL COMMITTEE(S): Complete this section if you received
notice from a political committee that it accepted political contributions or made political
expenditures on your behalf. You are required to disclose the receipt of such a notice in the
report covering the period in which you receive the notice. If you have not received such
notice, you may skip this section.
The political committee is required to include in the notice the full name and address of the
committee, the full name and address of the committee’s campaign treasurer, and a statement
indicating whether the committee is a general-purpose committee or a specific-purpose
committee. If the notice also describes the expenditure, do not include the description in this
section.
“Additional Pages” box: If you received notice from more than one committee,
check this box and attach an additional page listing the names and addresses of
the other committees and of their campaign treasurers.
Committee Type:
“General” box: Check this box if the notice is from a general-purpose
committee.
“Specific” box: Check this box if the notice is from a specific-purpose
committee.
Committee Name: Enter the full name of the committee as reported in the notice.
Committee Address: Enter the address of the committee as reported in the notice.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 13 Revised 1/1/2026
Committee Campaign Treasurer Name: Enter the name of the committee’s campaign
treasurer as reported in the notice.
Committee Campaign Treasurer Address: Enter the address of the committee’s
campaign treasurer as reported in the notice.
PAGE 2
15. C/OH (CANDIDATE/OFFICEHOLDER) NAME: Enter your full name.
16. FILER ID: See instructions for Cover Sheet, page 1, section 1.
17. TOTALS: Complete this section only after you have completed all applicable schedules.
Line 1- Total Unitemized Political Contributions: Enter the total of all unitemized
contributions (other than pledges, loans, guarantees of loans, or contributions made
electronically) of $110 or less. Do not include any contributions itemized on Schedules
A1 or A2 or any contributions made electronically. Enter a “0” if you did not receive
any unitemized contributions during the period covered.
On Schedules A1 and A2, you are required to itemize political contributions that totaled
more than $110 from one person during the reporting period and any political
contribution that is made electronically. (Remember: If the committee received
contributions totaling more than $110 from one person during the reporting period, you
are required to itemize all of those contributions, even if individual contributions were
$110 or less.) You may also itemize contributions of $110 or less from one person. Do
not include any itemized contributions in the total entered on line 1, regardless of
amount.
Line 2- Total Political Contributions: Add the total contributions listed on Schedules
A1 and A2 to the amount you entered on line 1. Enter that total on line 2. Enter a “0” if
you did not receive any contributions during the period covered.
Line 3- Total Unitemized Political Expenditures: Enter the total of all unitemized
political expenditures of $230 or less. Do not include any expenditures itemized on
Schedules F1, F2, F3, F4, G, or H. Enter a “0” if you did not make any unitemized
expenditures during the period covered.
On Schedule F1, you are required to itemize political expenditures that totaled more
than $230 to one payee. (Remember: If the committee made expenditures totaling more
than $230 to one person during the reporting period, you are required to itemize all of
those expenditures, even if individual expenditures were $230 or less.) You may also
itemize expenditures totaling $230 or less to one payee. Do not include any
expenditures itemized on Schedule F1 in the total entered on line 3, regardless of
amount.
On Schedule F2, you are required to itemize incurred but not yet paid political
expenditures that totaled more than $230 to one payee. You may also itemize incurred
but not yet paid political expenditures totaling $230 or less to one payee. Do not
Form C/OH – Instruction Guide
Texas Ethics Commission Page 14 Revised 1/1/2026
include any political or non-political expenditures itemized on Schedule F2 in the total
entered on line 3, regardless of amount.
On Schedule F4, you are required to itemize political expenditures made by a credit
card that totaled more than $230 to one payee. You may also itemize political
expenditures made by a credit card totaling $230 or less to one payee. Do not include
any political or non-political expenditures itemized on Schedule F4 in the total entered
on line 3, regardless of amount.
On Schedule G, you are required to itemize political expenditures from personal funds
if you intend to seek reimbursement from political contributions. Do not include any
expenditures itemized on Schedule G in the total entered on line 3, regardless of
amount.
On Schedule H, you are required to itemize payments from political contributions made
to certain businesses. Do not include any expenditures itemized on Schedule H in the
total entered on line 3, regardless of amount.
Line 4- Total Political Expenditures: Add the following:
(a) the total expenditures itemized on Schedule F1;
(b) the total political expenditures itemized on Schedule F2;
(c) the total political expenditures itemized on Schedule F4;
(d) the total political expenditures itemized on Schedule G;
(e) the total political expenditures itemized on Schedule H; and
(f) the amount you entered on line 3.
Enter that total on line 4.
Enter a “0” if you did not make any expenditures during the period covered.
Line 5- Total Political Contributions Maintained: Enter the total amount of political
contributions, including interest or other income on those contributions, maintained as of
the last day of the reporting period. Enter “0” if you do not maintain political
contributions, including interest or other income on those contributions, as of the last day
of the reporting period. This is different from the total contributions reported on line 2.
Only contributions accepted during the period covered by the report are entered on line 2.
The law requires you to disclose the total amount of political contributions accepted,
including interest or other income on those contributions, maintained in one or more
accounts in which political contributions are deposited as of the last day of the reporting
period.
The “total amount of political contributions maintained” includes: the total amount of
political contributions maintained in one or more accounts, including the balance on
Form C/OH – Instruction Guide
Texas Ethics Commission Page 15 Revised 1/1/2026
deposit in banks, savings and loan institutions and other depository institutions; the
present value of any investments that can be readily converted to cash, such as
certificates of deposit, money market accounts, stocks, bonds, treasury bills, etc.; and the
balance of political contributions accepted and held in any online fundraising account
over which the filer can exercise control by making a withdrawal, expenditure, or
transfer.
The total amount of political contributions maintained does not include personal funds
that the filer intends to use for political expenditures, unless the personal funds have
been disclosed as a loan to your campaign and deposited into an account in which
political contributions are held as permitted by section 253.0351(c) of the Election
Code. Any unexpended funds from such a loan are required to be included in the total
amount of political contributions maintained as of the last day of the reporting period.
Note: Personal funds deposited in an account in which political contributions are held
are subject to the personal use restrictions.
Line 6- Total Principal Amount of All Outstanding Loans: Enter the aggregate
outstanding principal amount of all loans accepted for campaign or officeholder
purposes as of the last day of the reporting period. Enter a “0” if you did not accept any
loans during the period covered and have no outstanding loans as of the last day of the
reporting period. This is different from the information reported on Schedule E. This
line must include outstanding principal of loans made in this reporting period as well as
outstanding principal of loans made previously.
18. SIGNATURE: Complete this section only after you have completed all applicable sections
and schedules. You must always sign a report that you file. You must complete this section
even if you have no schedules to attach. Only the candidate or officeholder filing the report
may sign the report.
If you are using the paper form, fill this section out by hand after you finish the rest of this
report. You have the option to either: (1) take the completed form to a notary public where you
will sign above the first line that says “Signature of Candidate/Officeholder (Declarant)” (an
electronic signature is not acceptable) and your signature will be notarized, or (2) sign above
both lines that say “Signature of Candidate/Officeholder (Declarant)” (an electronic signature is
not acceptable), and fill out the unsworn declaration section.
PAGE 3
19. C/OH (CANDIDATE/OFFICEHOLDER) NAME: Enter your full name.
20. FILER ID: See instructions for Cover Sheet, page 1, section 1.
21. SCHEDULE SUBTOTALS: Complete this section only after you have completed all
applicable schedules.
Check the appropriate boxes to indicate which schedules are attached to your report. If a
schedule is not included in the report, leave the check box blank.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 16 Revised 1/1/2026
Line 1- Schedule A1: Add the total amount of contributions itemized on Schedule A1.
Enter that total on line 1. Enter a “0” if you did not accept any contributions during the
period covered.
Line 2- Schedule A2: Add the total amount of non-monetary in-kind contributions
itemized on Schedule A2 to the amount of unitemized non-monetary in-kind
contributions accepted during the period covered. Enter that total on line 2. Enter a “0”
if you did not accept any non-monetary in-kind contributions during the period
covered.
Line 3- Schedule B: Add the total amount of pledged contributions itemized on
Schedule B to the amount of unitemized pledged contributions accepted during the
period covered. Enter that total on line 3. Enter a “0” if you did not accept any pledged
contributions during the period covered.
Line 4- Schedule E: Add the total amount of loans itemized on Schedule E to the
amount of unitemized loans accepted during the period covered. Enter that total on line
4. Enter a “0” if you did not accept any loans during the period covered.
Line 5- Schedule F1: Add the total amount of political expenditures from political
contributions itemized on Schedule F1. Enter that total on line 5. Enter a “0” if you did
not make any political expenditures from political contributions during the period
covered.
Line 6- Schedule F2: Add the total amount of unpaid incurred obligations itemized on
Schedule F2 to the amount of unitemized unpaid obligations incurred during the period
covered. Enter that total on line 6. Enter a “0” if you did not incur any unpaid
obligations during the period covered.
Line 7- Schedule F3: Add the total amount of investments purchased from political
contributions itemized on Schedule F3. Enter that total on line 7. Enter a “0” if you did
not purchase any investments from political contributions during the period covered.
Line 8- Schedule F4: Add the total amount of expenditures made by a credit card
itemized on Schedule F4 to the amount of unitemized expenditures made by a credit
card during the period covered. Enter that total on line 8. Enter a “0” if you did not
make any expenditures by credit card during the period covered.
Line 9- Schedule G: Add the total amount of political expenditures from personal
funds itemized on Schedule G. Enter that total on line 9. Enter a “0” if you did not
make any political expenditures from personal funds during the period covered.
Line 10- Schedule H: Add the total amount of payments from political contributions to
a business of the candidate or officeholder itemized on Schedule H. Enter that total on
line 10. Enter a “0” if you did not make any payments from political contributions to a
business of the candidate or officeholder during the period covered.
Line 11- Schedule I: Add the total amount of non-political expenditures from political
contributions itemized on Schedule I. Enter that total on line 11. Enter a “0” if you did
Form C/OH – Instruction Guide
Texas Ethics Commission Page 17 Revised 1/1/2026
not make any non-political expenditures from political contributions during the period
covered.
Line 12- Schedule K: Add the total amount of interests, credits, gains, refunds, and
contributions returned to the filer itemized on Schedule K. Enter that total on line 12.
Enter a “0” if you did not have any such activity during the period covered.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 18 Revised 1/1/2026
SCHEDULE A1: MONETARY POLITICAL CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE A1: MONETARY
POLITICAL CONTRIBUTIONS.
Use this schedule to disclose information about monetary campaign and officeholder
contributions accepted during the reporting period. Do not enter on this schedule information on
non-monetary, in-kind contributions, pledges, loans, or guarantees of loans. Once you actually
receive pledged money, it must be reported on Schedule A1. (Report non-monetary, in-kind
contributions on Schedule A2; report pledges on Schedule B; report loans and guarantees of
loans on Schedule E.)
Itemization: You must enter incoming monetary contributions that exceed $110 from one
person, and any monetary contribution made electronically, during the reporting period on this
schedule. If you accepted two or more contributions from the same person, the total of which
exceeds $110, enter each contribution separately. Although you are not required to do so, you
may also report contributions from one person that do not exceed $110 in the period on this
schedule. If you do not itemize contributions of $110 and less on this schedule, you must total all
such contributions and report them on the Cover Sheet, page 2, section 17, line 1.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE A1: After you have completed Schedule A1, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date you accepted the contribution.
Accepting a contribution is different from receiving a contribution. You accept a contribution
when you decide to accept it rather than reject it. This may or may not be the same day that
you receive the contribution.
Failure to make a determination about acceptance or refusal: If you fail to make a
determination to accept or refuse a contribution by the end of the reporting period, the
contribution is considered to have been accepted.
Returning refused contributions: If you receive a political contribution but do not accept it,
you must return the contribution not later than the 30th day after the end of the reporting
period in which the contribution was received. If you fail to do so, the contribution is
considered to have been accepted.
5. FULL NAME OF CONTRIBUTOR: Enter the full name of the contributor. If the
contributor is an individual, enter the full first and last name, and suffix (Jr., III, etc.) if
applicable. If the contributor is an entity, enter the full name of the entity.
“Out-of-State PAC” box: If the contributor is an out-of-state political
committee, check the box. Certain restrictions apply to contributions from out-of-
Form C/OH – Instruction Guide
Texas Ethics Commission Page 19 Revised 1/1/2026
state PACs. The fact that a political committee has a mailing address outside of
Texas does not mean that the committee is an out-of-state PAC for purposes of
these restrictions. A political committee that has a campaign treasurer
appointment on file in Texas is not an out-of-state PAC. A political committee
that makes most of its political expenditures outside of Texas may be an out-of-
state PAC. A political committee must determine if it is an out-of-state PAC.
If the contributor is an out-of-state political committee from which you accepted
more than $1,140 in the reporting period (including pledges or loans from sources
other than financial institutions that have been in business for more than a year),
you must include one of the following with your report:
• a written statement, certified by an officer of the out-of-state political
committee, listing the full name and address of each person who
contributed more than $230 to the out-of-state political committee during
the 12 months immediately preceding the contribution; or
• a copy of the out-of-state political committee’s statement of organization
filed as required by law with the FEC and certified by an officer of the
out-of-state committee.
If the contributor is an out-of-state political committee from which you accepted
$1,140 or less (including pledges) during the reporting period, you must include
one of the following with your report:
• a copy of the out-of-state political committee’s statement of organization
filed as required by law with the FEC and certified by an officer of the
out-of-state committee; or
• a document listing the committee’s name, address and phone number; the
name of the person appointing the committee’s campaign treasurer; and
the name, address and phone number of the committee’s campaign
treasurer.
“ID #” Line (Electronic Filing Only): If you are filing your report electronically, you
may enter in this field the out-of-state committee's Federal Election Commission (FEC)
identification number. If you do not have an FEC # for the out-of-state PAC or are not
filing electronically with the Commission, you must provide other documentation as
explained above.
6. CONTRIBUTOR ADDRESS: Enter the complete address of the contributor.
7. AMOUNT OF CONTRIBUTION: Enter the exact amount of the contribution.
8. PRINCIPAL OCCUPATION OR JOB TITLE: Candidates for and holders of statewide
offices in the executive branch and candidates for and holders of legislative offices must
disclose the principal occupation or job title of an individual from whom the candidate or
officeholder has accepted contributions (including pledges) of $1,140 or more during the
reporting period. In other circumstances, filers are not required to report this information but
may do so.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 20 Revised 1/1/2026
9. EMPLOYER: Candidates for and holders of statewide offices in the executive branch and
candidates for and holders of legislative offices must disclose the employer of an individual
from whom the candidate or officeholder has accepted contributions (including pledges) of
$1,140 or more during the reporting period. In other circumstances, filers are not required to
report this information but may do so.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 21 Revised 1/1/2026
SCHEDULE A2: NON-MONETARY (IN-KIND) POLITICAL
CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE A2: NON-
MONETARY (IN-KIND) POLITICAL CONTRIBUTIONS.
Use this schedule to disclose information about non-monetary, in-kind campaign and
officeholder contributions received during the reporting period. An in-kind contribution is a
contribution of goods, services, or any other thing of value other than money that is given to
your campaign. You are not required to include contributions of an individual’s personal services
or travel if the individual receives no compensation from any source for the services. Do not
enter on this schedule information on monetary political contributions, pledges, loans, or
guarantees of loans. Once you actually receive a pledged in-kind contribution, it must be
reported on Schedule A2. (Report monetary contributions on Schedule A1; report pledges on
Schedule B; report loans and guarantees of loans on Schedule E.)
Itemization: You must enter non-monetary (in-kind) contributions of goods, services, or other
things of value that exceed $110 from one person, and any non-monetary contribution made
electronically, during the reporting period on this schedule. If you accepted two or more non-
monetary contributions from the same person, the total of which exceeds $110, enter each
contribution separately. Although you are not required to do so, you may also report
contributions from one person that do not exceed $110 in the period on this schedule. If you do
not itemize contributions of $110 and less on this schedule, you must total all such contributions
and report them on the Cover Sheet, page 2, section 17, line 1.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE A2: After you have completed Schedule A2, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. TOTAL OF UNITEMIZED IN-KIND POLITICAL CONTRIBUTIONS: Enter the total
amount of in-kind political contributions of $110 or less that you accepted during the period
covered that are not itemized on this schedule. If you choose to itemize an in-kind
contribution of $110 or less on this schedule, do not include it in this total. All contributions
made electronically must be itemized.
5. DATE: See instructions for Schedule A1, section 4.
6. FULL NAME OF CONTRIBUTOR: See instructions for Schedule A1, section 5.
“Out-of-State PAC” box: See instructions for Schedule A1, section 5.
7. CONTRIBUTOR ADDRESS: Enter the complete address of the contributor.
8. AMOUNT OF CONTRIBUTION: Enter the fair market value of the in-kind contribution.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 22 Revised 1/1/2026
9. IN-KIND CONTRIBUTION DESCRIPTION: Enter a description of the contribution. The
description should be sufficiently detailed to allow a person reviewing your report to
understand what was contributed.
“Check if Travel Outside of Texas” box: Check this box if the expenditure was
for travel outside of Texas. The description of a political expenditure for travel
outside of Texas must include detailed information. Report this information on
Schedule T.
10. PRINCIPAL OCCUPATION OR JOB TITLE: See instructions for Schedule A1, section
8.
11. EMPLOYER: See instructions for Schedule A1, section 9.
Sections 12-16 pertain to judicial candidates and officeholders only. Do not complete these
sections. If you are a judicial candidate or officeholder, use form JC/OH and the corresponding
instructions.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 23 Revised 1/1/2026
SCHEDULE B: PLEDGED CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE B: PLEDGED
CONTRIBUTIONS.
Use this schedule to disclose information about pledges accepted during the reporting period for
campaign or officeholder purposes. You are not required to include pledges of an individual’s
personal services or travel if the individual receives no compensation from any source for the
services. Do not enter on this schedule information on contributions actually received, loans, or
guarantees of loans. (Report contributions actually received on Schedule A1 or Schedule A2, as
applicable; report loans and guarantees of loans on Schedule E.)
If you accept a pledge from a person to give you money, goods, services, or anything of value,
that pledge is a reportable contribution and you must include the pledge on this schedule for the
report covering the period in which you accept the pledge.
Itemization: You must itemize pledges that exceed $110 in the aggregate from one person
during the reporting period. If you accepted two or more pledges from the same person during
the reporting period, the total of which exceeds $110, enter each pledge separately. Although you
are not required to do so, you may also itemize pledges for $110 or less from one person. You
must also disclose the receipt of the pledged contribution on Schedule A1 (used for monetary
contributions) or A2 (used for non-monetary contributions), as applicable, in the reporting period
in which you actually receive the pledged money or thing of value. If the pledge is accepted and
received in the same reporting period, it is no longer a pledge disclosed here; it becomes a
contribution disclosed on the applicable contributions schedule
Note: See the Campaign Finance Guide for more information on pledges.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE B: After you have completed Schedule B, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. TOTAL OF UNITEMIZED PLEDGES: Enter the total amount of pledges that you
accepted during the period that did not exceed $110 in the aggregate per person. Although
you are not required to do so, you may also itemize pledges of $110 or less on this schedule.
If you itemize some pledges of $110 or less, do not include those pledges in the total entered
here. If you choose to itemize all pledges of $110 or less, enter a “0” here.
5. DATE: Enter the date you accepted the pledge. Accepting a pledge is different from
receiving a contribution. You accept a pledge when you decide to accept it rather than reject
it.
Pledge accepted and received in different reporting periods: If you accept a pledge
in one reporting period and then receive the pledged money or other thing of
value in a later reporting period, you will disclose the pledge on this schedule in
Form C/OH – Instruction Guide
Texas Ethics Commission Page 24 Revised 1/1/2026
the reporting period in which you accepted the pledge. You will also disclose the
receipt of the pledged money or other thing of value on the appropriate incoming
funds schedule (report monetary contributions on Schedule A1; report in-kind
contributions on Schedule A2; report loans on Schedule E) in the reporting period
in which you received the pledge.
Pledge received in same reporting period as accepted: If you receive payment of a
pledged contribution in the same reporting period in which the pledge was
accepted, then you will not report the pledge on this schedule. You will only
disclose the contribution on the appropriate incoming funds schedule (such as
monetary or non-monetary contributions, or loans). For a pledged contribution
paid in the same reporting period, the date of the contribution will be the date
your committee accepted the pledge, regardless of what date within the reporting
period that the pledged contribution was actually received.
Pledge accepted but never received: You will disclose the pledge on this schedule
in the reporting period in which you accepted the pledge. If you never actually
receive the pledge, it is not necessary to correct your report to delete the pledge.
Example: In June a supporter promises that he will give Juan Garcia $1,000 in the
last week before the November election. Juan accepts his promise. Juan must
disclose the pledge on his July 15 report covering the period in which he accepted
the pledge. (Note: When he receives the $1,000, he will disclose it as a monetary
contribution on Schedule A1 of the report covering the period in which he
received the money. Also, if he never receives the $1,000, he does not
correct/amend his report to delete the entry for the pledge.)
6. FULL NAME OF PLEDGOR: Enter the full name of the person who made the pledge.
“Out-of-State PAC” box: See instructions for Schedule A1, section 5.
7. PLEDGOR ADDRESS: Enter the complete address of the person who made the pledge.
8. AMOUNT OF PLEDGE: Enter the exact amount of the pledge or the fair market value of
any pledged goods or services or other thing of value, as applicable.
9. IN-KIND DESCRIPTION: If the pledge was for goods or services or any other thing of
value, enter a description of the pledged goods or services or other thing of value. The
description should be sufficiently detailed to allow a person reviewing your report to
understand what was pledged.
“Check if Travel Outside of Texas” box: Check this box if the expenditure was
for travel outside of Texas. The description of a political expenditure for travel
outside of Texas must include detailed information. Report this information on
Schedule T.
10. PRINCIPAL OCCUPATION OR JOB TITLE: See instructions for Schedule A1, section
8.
11. EMPLOYER: See instructions for Schedule A1, section 9.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 25 Revised 1/1/2026
You do not need Schedules C1-4 and D. These schedules are for political committees to report
contributions from corporations and labor organizations. Candidates and officeholders are
generally prohibited from accepting such contributions.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 26 Revised 1/1/2026
SCHEDULE E: LOANS
These instructions are for candidates and officeholders using SCHEDULE E: LOANS.
Use this schedule to disclose information about loans and guarantees of loans accepted during
the reporting period for campaign or officeholder purposes. This schedule must also be used to
disclose deposits of personal funds into an account in which political contributions are held as
permitted by section 253.0351(c) of the Election Code. This schedule may also be used to
disclose political expenditures from personal funds.
Loans to Your Campaign from Your Personal Funds: You may disclose political
expenditures from personal funds as a loan to your campaign on Schedule E.
Outgoing political expenditures made from that loan must then be disclosed as if they
were made from political contributions. The amount you disclose as a loan from
yourself in a reporting period may NOT exceed the amount you actually spent from
personal funds in that reporting period. In other words, do not report a $100,000 loan
to your campaign if the amount actually spent from your personal funds in the
reporting period was $5,000. When you reimburse yourself, disclose the
reimbursement as an outgoing political expenditure on Schedule F1. The
reimbursement may not exceed the amount disclosed as a loan. (You may also
disclose political expenditures from personal funds on Schedule G. See the Schedule
G instructions below for more information.)
Personal Funds Deposited into a Political Account: If you deposit personal funds in
an account in which political contributions are held, you must disclose the deposited
amount as a loan on Schedule E and check the box indicating "Personal Funds
Deposited into Political Account." Personal funds deposited in an account in which
political contributions are held are subject to the personal use restriction. Disclose the
outgoing political expenditures made from that loan as if they were made from
political contributions. When you reimburse yourself, disclose the reimbursement as
an outgoing political expenditure on Schedule F1. The reimbursement may not
exceed the amount disclosed as a loan.
Itemization: You must itemize loans (including loans from personal funds) that exceed $110
that you accepted during the period from one person. If you accepted two or more loans from the
same person, the total of which exceeds $110, itemize each loan separately. You must also
itemize loans that are made electronically by a person other than a financial institution,
regardless of amount. Although you are not required to do so, you may also itemize any other
loans that do not exceed $110.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE E: After you have completed Schedule E, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
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Texas Ethics Commission Page 27 Revised 1/1/2026
4. TOTAL OF UNITEMIZED LOANS: Enter the total amount of loans accepted during the
reporting period that did not exceed $110 in the aggregate per person and were not from
financial institutions, unless the loans were made electronically.
Although you are not required to do so, you may itemize loans of $110 or less from persons
other than financial institutions on this schedule. If you itemize some loans of $110 or less,
do not include those loans in the total you enter here. If you choose to itemize all loans of
$110 or less, enter a “0” here.
5. DATE OF LOAN: Enter the date you accepted the loan.
6. IS LENDER A FINANCIAL INSTITUTION?: If you accepted the loan from a corporation
that has been legally engaged in the business of making loans for more than one year, choose
“Y” for yes. If you accepted the loan from any other source, choose “N” for no. A loan from
a corporation that has not been legally engaged in the business of making loans for more than
one year is a corporate contribution. Candidates and officeholders may not accept corporate
contributions.
7. NAME OF LENDER: Enter the full name of the person or financial institution that made
the loan. If the lender is an individual, enter the full first and last name and suffix (Jr., III,
etc.) if applicable. If the lender is an entity, enter the full name of the entity.
“Out-of-State PAC” box: See instructions for Schedule A1, section 5.
Note: See the Campaign Finance Guide for detailed information on accepting and reporting
contributions from out-of-state political committees.
8. LENDER ADDRESS: Enter the complete address of the person or financial institution that
made the loan.
9. LOAN AMOUNT: Enter the principal amount of the loan.
10. INTEREST RATE: Enter the interest rate.
11. MATURITY DATE: Enter the maturity date.
12. PRINCIPAL OCCUPATION OR JOB TITLE: Candidates for and holders of statewide
offices in the executive branch, and candidates for and holders of legislative offices, must
disclose the principal occupation or job title of each individual from whom the candidate or
officeholder has accepted a loan (including a pledge of a loan) of $1,140 or more during the
reporting period. Other types of filers are not required to report this information but may do
so.
13. EMPLOYER: Candidates for and holders of statewide offices in the executive branch, and
candidates for and holders of legislative offices, must disclose the full name of the employer
of an individual from whom the candidate or officeholder has accepted a loan (including a
pledge of a loan) of $1,140 or more during the reporting period. Other types of filers are not
required to report this information but may do so.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 28 Revised 1/1/2026
14. DESCRIPTION OF COLLATERAL: If there is no collateral for the loan, check the
“none” box and go to section 15. If there is collateral for the loan, enter a description of the
collateral for the loan.
15. “Check if personal funds were deposited into political account” box: Check this box
only if the loan is a deposit of your personal funds into an account in which political
contributions are held as permitted by section 253.0351(c) of the Election Code. Political
expenditures made from that loan, and any subsequent expenditures to reimburse the
candidate or officeholder, must be reported as if they were made from political
contributions. The reimbursement may not exceed the amount reported as a loan. Personal
funds deposited in an account in which political contributions are held are subject to the
personal use restrictions.
16. GUARANTOR INFORMATION: If there are no guarantors for the loan, check the “Not
Applicable” box and skip sections 17 through 21. If you have no further loans to report, go to
the next applicable schedule.
Note: A person who guarantees all or part of a loan makes a reportable contribution in the
amount of the guarantee. You must report such a contribution on this schedule, and not on
the applicable contributions schedule.
17. NAME OF GUARANTOR: Enter the full name of the person guaranteeing the loan. If the
guarantor is an individual, enter the full first and last name and suffix (Jr., III, etc.) if
applicable. If the guarantor is an entity, enter the full name of the entity.
18. GUARANTOR ADDRESS: Enter the complete address of the guarantor.
19. AMOUNT GUARANTEED: Enter the exact amount of the loan that the guarantor has
agreed to guarantee.
20. PRINCIPAL OCCUPATION: Enter the principal occupation of the guarantor.
21. EMPLOYER: Enter the employer of the guarantor.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 29 Revised 1/1/2026
SCHEDULE F1: POLITICAL EXPENDITURES FROM POLITICAL
CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE F1: POLITICAL
EXPENDITURES FROM POLITICAL CONTRIBUTIONS.
Use this schedule to disclose information about political expenditures from political
contributions that were made during the reporting period. Do not enter on this schedule unpaid
incurred obligations, political expenditures made from personal funds, the purchase of
investments from political contributions, expenditures made by credit card, or payments from
political contributions made to a business that you own or control. (Report unpaid incurred
obligations on Schedule F2; report expenditures from personal funds on Schedule G; report the
purchase of investments from political contributions on Schedule F3; report expenditures made
by credit card on Schedule F4; and report payments from political contributions made to a
business that you own or control on Schedule H.)
Expenditures Made by Credit Card: You must disclose expenditures charged to a credit card on
Schedule F4 and not on this schedule. When you pay the credit card bill, you must disclose the
payment to the credit card issuer on Schedule F1 (used for political payments from political
contributions), Schedule G (used for political payments from personal funds), Schedule H (used
for payments from political contributions made to a business that you own or control), or
Schedule I (used for non-political payments from political contributions), as applicable. See
instructions for Schedule F4: Expenditures Made by Credit Card for more information.
See the Campaign Finance Guide for Candidates and Officeholders for important restrictions
regarding the use of political funds to rent or purchase real property.
Itemization: You must enter expenditures paid to one individual or entity during the reporting
period that in the aggregate exceed $230 on this schedule. If you made more than one
expenditure to the same payee, the total of which exceeded $230, enter each expenditure
separately. Although you are not required to do so, you may also report expenditures to one
person that do not exceed $230 in the period on this schedule. If you choose not to itemize
expenditures of $230 and less on this schedule, you must total all unitemized expenditures and
report them on the Cover Sheet, page 2, section 17, line 3.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE F1: After you have completed Schedule F1, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date the expenditure was made. Remember: expenditure obligations you
incurred in this reporting period but have not yet paid are entered on Schedule F2.
Expenditures made by credit card are entered on Schedule F4.
5. PAYEE NAME: Enter the full name of the person to whom the expenditure was made.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 30 Revised 1/1/2026
Note: If you make an expenditure for goods or services to benefit another candidate,
officeholder, or committee, enter the name of the vendor who sold you the goods or services.
Do not enter the name of the person for whose benefit you made the expenditure. Include that
information under section 8, “Purpose of Expenditure.”
6. AMOUNT: Enter the exact amount of the expenditure.
7. PAYEE ADDRESS: Enter the complete address of the person to whom the expenditure was
made.
8. PURPOSE OF EXPENDITURE: You must disclose the purpose of the expenditure in two
parts: Category and Description. Merely disclosing the category of goods, services, or other
thing of value for which the expenditure was made does not adequately describe the purpose
of an expenditure.
(a) Category: Select a category of goods, services, or other thing of value for which an
expenditure is made. If none of the listed categories apply, select “Other” and enter your
own category. Examples of acceptable categories include:
Advertising Expense
Accounting/Banking
Consulting Expense
Contributions/Donations Made By Candidate/Officeholder/Political Committee
Credit Card Payment
Event Expense
Fees
Food/Beverage Expense
Gifts/Awards/Memorials Expense
Legal Services
Loan Repayment/Reimbursement
Office Overhead/Rental Expense
Polling Expense
Printing Expense
Salaries/Wages/Contract Labor
Solicitation/Fundraising Expense
Form C/OH – Instruction Guide
Texas Ethics Commission Page 31 Revised 1/1/2026
Transportation Equipment and Related Expense
Travel In District
Travel Out Of District
Other (Enter your own category, if none of the listed categories apply)
(b) Description: Enter a brief statement or description of the candidate or officeholder
activity that was conducted by making the expenditure. The brief statement or description
must include the item or service purchased and must be sufficiently specific, when
considered within the context of the description of the category, to make the reason for
the expenditure clear. Merely disclosing the category of goods, services, or other thing of
value for which the expenditure is made does not adequately describe the purpose of an
expenditure.
“Check if travel outside of Texas” box: Check this box if the expenditure was for travel
outside of Texas. The description of a political expenditure for travel outside of Texas
must include detailed information. Report this information on Schedule T.
“Check if Austin, TX, officeholder living expense” box: Check this box if the
expenditure is an officeholder expense for living in Austin, Texas.
For examples of acceptable ways to disclose the purpose of an expenditure, see "Examples:
Purpose of Expenditures."
9. DIRECT CAMPAIGN EXPENDITURE TO BENEFIT CANDIDATE/OFFICEHOLDER:
If you made a direct campaign expenditure to benefit another candidate or officeholder, enter
the full name of the candidate or officeholder and the name of the office sought or held,
including the district, precinct, or other designation of the office, as applicable. (Attach
additional sheets to list multiple candidates.) Do not complete this section if the expenditure
was not a direct campaign expenditure.
A “direct campaign expenditure” to benefit another candidate is not a “political contribution”
to that other candidate. A direct campaign expenditure is a campaign expenditure that you
make on someone else’s behalf and without the prior consent or approval of that person. This
is in contrast to a political contribution, which the person has the opportunity to accept or
reject.
Example: If you made expenditures to prepare and distribute an endorsement
letter in support of a candidate after first asking for and getting the candidate’s
approval, you made an in-kind contribution. However, if you did not get the
candidate’s approval before you made the expenditure, you made a direct
campaign expenditure.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 32 Revised 1/1/2026
SCHEDULE F2: UNPAID INCURRED OBLIGATIONS
These instructions are for candidates and officeholders using SCHEDULE F2: UNPAID
INCURRED OBLIGATIONS.
Use this schedule to disclose information about obligations to make an expenditure that you
incurred during the reporting period but have not yet paid. If under normal business practices, the
amount of an expenditure is not known or readily ascertainable until receipt of a periodic bill, do
not report it on this schedule. Do not enter on this schedule obligations that were incurred and
paid during the reporting period, or other outgoing funds. (Report obligations incurred and paid
during the reporting period on Schedule F1, F3, G, H, or I as appropriate, and report
expenditures made by credit card on Schedule F4.)
See the Campaign Finance Guide for Candidates and Officeholders for important restrictions
regarding the use of political funds to rent or purchase real property.
Itemization: Itemization requirements differ depending on whether the unpaid incurred
obligation is for a political or non-political expenditure.
Unpaid Incurred Political Obligations: You must enter political obligations incurred
but not yet paid to one individual or entity during the reporting period that in the
aggregate exceed $230 on this schedule. If you incurred more than one obligation to
the same payee during the reporting period, the total of which exceeded $230, enter
each expenditure separately. Although you are not required to do so, you may also
report political obligations incurred to one person that do not exceed $230 in the
period on this schedule. If you choose not to itemize incurred political obligations of
$230 and less on this schedule, you must total all unitemized obligations and report
them in section 4 of this Schedule. You must also include that amount in the total
unitemized political expenditures of $230 or less on the Cover Sheet, page 2, section
17, line 3.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE F2: After you have completed Schedule F2, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. TOTAL OF UNITEMIZED UNPAID INCURRED OBLIGATIONS: Enter the total
amount of political obligations incurred during the reporting period that do not exceed $230
in the aggregate per person, unless itemized on this schedule. You are not required to itemize
unpaid incurred political obligations of $230 or less, but if you choose to do so, do not
include those unpaid incurred obligations in the total you enter here.
5. DATE: Enter the date the obligation was incurred. Remember: expenditure obligations you
incurred and paid during the reporting period are entered on Schedule F1, G, H or I, as
applicable. Expenditures made by credit card are disclosed on Schedule F4.
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Texas Ethics Commission Page 33 Revised 1/1/2026
6. PAYEE NAME: See instructions for Schedule F1, section 5.
Note: If you incurred an obligation for goods or services to benefit another candidate,
officeholder, or committee, enter the name of the vendor of the goods or services. Do not
enter the name of the person for whose benefit you incurred the obligation. Include that
information under section 10, “Purpose of Expenditure.”
7. AMOUNT: Enter the exact amount of the incurred expenditure obligation.
8. PAYEE ADDRESS: Enter the complete address of the person to whom the obligation is
owed.
9. TYPE OF EXPENDITURE: Check only one box to indicate whether the incurred
obligation was political or non-political.
A non-political expenditure is an expenditure that is neither a campaign expenditure nor an
officeholder expenditure. As a practical matter, very few expenditures made from political
contributions are non-political expenditures. For instance, expenditures for administrative
expenses, banking fees, and professional dues are typically political expenditures.
10. PURPOSE OF EXPENDITURE: See instructions for Schedule F1, section 8.
11. DIRECT CAMPAIGN EXPENDITURE TO BENEFIT
CANDIDATE/OFFICEHOLDER: See instructions for Schedule F1, section 9.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 34 Revised 1/1/2026
SCHEDULE F3: PURCHASE OF INVESTMENTS FROM POLITICAL
CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE F3: PURCHASE OF
INVESTMENTS FROM POLITICAL CONTRIBUTIONS.
Use this schedule to disclose information about investments purchased from political
contributions during the reporting period. Do not enter on this schedule political expenditures
from political contributions, unpaid incurred obligations, expenditures made by credit card,
political expenditures made from personal funds, or payments from political contributions made
to a business that you own or control. (Report political expenditures from political contributions
on Schedule F1; report unpaid incurred obligations on Schedule F2; report expenditures made by
credit card on Schedule F4; report expenditures from personal funds on Schedule G; and report
payments from political contributions made to a business that you own or control on Schedule
H.)
See the Campaign Finance Guide for Candidates and Officeholders for important restrictions
regarding the use of political funds to rent or purchase real property.
Itemization: You must enter investments purchased with political contributions during the
reporting period that in the aggregate exceed $140 on this schedule. If you made two or more
payments to the same payee to purchase an investment, the total of which exceeded $140, enter
each payment separately. Although you are not required to do so, you may also report
investments purchased with political contributions that do not exceed $140 in the period on this
schedule.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE F3: After you have completed Schedule F3, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date you purchased the investment.
5. NAME OF PERSON FROM WHOM INVESTMENT IS PURCHASED: Enter the full
name of the person or entity from whom you purchased the investment. If you purchased the
investment from an individual, enter the full first and last name, and suffix (Jr., III, etc.) if
applicable (title is optional). If you purchased the investment from an entity, enter the full
name of the entity.
6. ADDRESS OF PERSON FROM WHOM INVESTMENT IS PURCHASED: Enter the
complete address of the person or entity from whom you purchased the investment.
7. DESCRIPTION OF INVESTMENT: Enter a brief statement or description of the
investment. For example, “Ten shares of stock in ABC Company.”
8. AMOUNT OF INVESTMENT: Enter the exact amount of the investment purchased.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 35 Revised 1/1/2026
SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD
These instructions are for candidates and officeholders using SCHEDULE F4: EXPENDITURES
MADE BY CREDIT CARD. Note: significant changes were made to Schedule F4 in 2022.
Use this schedule to disclose information about expenditures made by a credit card. You must
disclose expenditures charged to a credit card on this schedule and identify the individual, entity,
or vendor who receives payment from the credit card issuer. When you pay the credit card bill,
you must disclose the payment to the credit card issuer on Schedule F1 (used for political
payments from political contributions), Schedule G (used for political payments from personal
funds), Schedule H (used for payments from political contributions made to a business that you
own or control), or Schedule I (used for non-political payments from political contributions), as
applicable.
Do not enter on this schedule: political expenditures from political contributions that were paid
for with cash, check, or debit card; unpaid incurred obligations; political expenditures made from
personal funds; or payments from political contributions made to a business that a candidate or
officeholder owns or controls on this schedule. (Report political expenditures from political
contributions that were paid for with cash, check or debit card on Schedule F1; report unpaid
incurred obligations on Schedule F2; report the purchase of investments from political
contributions on Schedule F3; report expenditures from personal funds on Schedule G; and
report payments from political contributions made to a business that a candidate or officeholder
owns or controls on Schedule H.)
For examples regarding the disclosure of expenditures made by credit card, see “Examples:
Reporting Expenditures Made by Credit Card.”
Itemization: Itemization requirements differ depending on whether the expenditure made by a
credit card is for a political or non-political expenditure.
Political Expenditures Made by Credit Card: You must itemize political expenditures
made by credit card that exceed $230 (in the aggregate) to a single payee. If you
made two or more expenditures to the same payee during the reporting period, the
total of which exceeded $230, enter each expenditure made by credit card separately.
Although you are not required to do so, you may also report political expenditures
made by credit card that do not exceed $230 in the reporting period on this schedule.
If you choose not to itemize political expenditures made by credit card of $230 and
less on this schedule, you must total all unitemized political expenditures and report
them in section 4 of this Schedule. You must also include that amount in the total
unitemized political expenditures of $230 or less on the Cover Sheet, page 2, section
17, line 3.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE F4: After you have completed Schedule F4, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 36 Revised 1/1/2026
4. TOTAL OF UNITEMIZED EXPENDITURES CHARGED TO ALL CREDIT
CARDS: Enter the total amount of political expenditures charged to all credit cards you used
during the reporting period that do not exceed $230 in the aggregate per person, unless
itemized on this schedule. You are not required to itemize political expenditures made by
credit card of $230 or less, but if you choose to do so, do not include those political
expenditures made by credit card in the total you enter here.
5. CREDIT CARD ISSUER: Enter the full name of the financial institution that issued the
credit card. Use a separate page of Schedule F4 for each credit card used.
Sections 6 through 9 are used to report information about each itemized expenditure made
using the credit card listed in item #5 above. Each expenditure must have its own entry. If you
made more than three expenditures using that same credit card during the period covered by the
report, include additional pages of Schedule F4 and include the name of the credit card issuer in
Item 5 on every page. Leave Item 4 blank except for the first page for that credit card issuer.
6. PAYMENT
(a) Amount Charged: Report the exact amount of the credit card expenditure.
(b) Date Expenditure Charged Enter the date you charged the credit card.
Note: There is a special reporting rule for expenditures made by credit card. For reports due
30 days and 8 days before an election (pre-election reports) and for runoff reports, the date of
the credit card expenditure is the date the credit card is used. For other reports, the date of the
credit card expenditure is either the date of the charge or the date the credit card statement is
received. A filer can never go wrong by disclosing the date of the expenditure as the date of
the charge.
(c) Date(s) Credit Card Issuer Paid: List the date(s) that you made payments to the credit
card issuer during the period covered by the report for this expenditure. If you made multiple
payments to the credit card issuer during the period covered by the report, list the first and
last dates that you made payments.
7. PAYEE
(a) Payee Name: See instructions for Schedule F1, section 5. Disclose the name of the vendor
who sold you the goods or services as the payee, NOT the credit card issuer.
Note: If you made an expenditure for goods or services to benefit another candidate,
officeholder, or committee, enter the name of the vendor of the goods or services. Do not
enter the name of the person for whose benefit you made the expenditure. Include that
information under section 8, “Purpose of Expenditure.”
(b) Payee Address: Enter the complete address of the payee of the credit card expenditure.
8. PURPOSE OF EXPENDITURE: Check only one box to indicate whether the credit card
expenditure was political or non-political.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 37 Revised 1/1/2026
A non-political expenditure is an expenditure that is neither a campaign expenditure nor an
officeholder expenditure. As a practical matter, very few expenditures made from political
contributions are non-political expenditures. For instance, expenditures for administrative
expenses, banking fees, and professional dues are typically political expenditures.
(a) Purpose of Expenditure: See instructions for Schedule F1, section 8.
Note: Do not choose “Credit Card Payment” as the category for an expenditure made by
credit card when an individual, entity, or vendor receives payment from the credit card
issuer. Instead, choose the category that corresponds to the goods, services, or other thing of
value purchased from the individual, entity, or vendor.
(b) Description: See instructions for Schedule F1, section 8.
9. DIRECT CAMPAIGN EXPENDITURE TO BENEFIT
CANDIDATE/OFFICEHOLDER: See instructions for Schedule F1, section 9.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 38 Revised 1/1/2026
SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL
FUNDS
These instructions are for candidates and officeholders using SCHEDULE G: POLITICAL
EXPENDITURES MADE FROM PERSONAL FUNDS.
Use this schedule to disclose information about political expenditures from personal funds that
were made during the reporting period. Alternatively, you may choose to disclose political
expenditures from personal funds as a loan on Schedule E (see the Schedule E instructions above
for more information). Do not enter on this schedule information about personal funds deposited
in an account in which political contributions are held as permitted by section 253.0351(c) of the
Election Code. (Report the deposit of personal funds into a political account as a loan on
Schedule E.)
Expenditures Made by Credit Card: You must disclose expenditures charged to a credit card
on Schedule F4 and not on this schedule. When you pay the credit card bill, you must disclose
the payment to the credit card issuer on Schedule F1 (used for political payments from political
contributions), Schedule G (used for political payments from personal funds), Schedule H (used
for payments from political contributions made to a business that you own or control), or
Schedule I (used for non-political payments from political contributions), as applicable. See
instructions for Schedule F4: Expenditures Made by Credit Card for more information.
If you intend to seek reimbursement in any amount from political contributions for a political
expenditure made from personal funds, you must either report the expenditure on Schedule E or
itemize the expenditure on this schedule and check the box in Section 6 to indicate that you
intend to seek reimbursement from political contributions. You may not correct a report to allow
reimbursement. When you reimburse yourself, disclose the reimbursement as an outgoing
political expenditure on Schedule F1.
See the Campaign Finance Guide for important restrictions regarding the use of political funds to
rent or purchase real property.
Itemization: If you choose to report political expenditures from personal funds on this schedule,
you must itemize political expenditures paid to one individual or entity during the reporting
period that in the aggregate exceed $230 on this schedule. If you made more than one
expenditure to the same payee during the reporting period, the total of which exceeded $230,
enter each expenditure separately. Although you are not required to do so, you may also report
expenditures to one person that do not exceed $230 in the period on this schedule. You must total
all political expenditures from personal funds that you do not itemize on this schedule and
include them in the total of unitemized political expenditures on the Cover Sheet, page 2, section
17, line 3.
Officeholder expenditures from personal funds for which you do not intend to seek
reimbursement are not required to be reported on this schedule or included in the total of
unitemized political expenditures.
Each numbered item in these instructions corresponds to the same numbered item on the form.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 39 Revised 1/1/2026
1 TOTAL PAGES SCHEDULE G: After you have completed Schedule G, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date the expenditure was made.
5. PAYEE NAME: See instructions for Schedule F1, section 7.
6. AMOUNT: Enter the exact amount of the expenditure.
“Reimbursement from Political Contributions Intended” box: Check this box if you
intend to reimburse yourself for the expenditure. (In order to be reimbursed from political
contributions in any amount for an expenditure made out of personal funds, you must itemize
the expenditure on this schedule and check this box, or you must report the expenditure as a
loan to yourself on Schedule E.) If you do not check this box at the time you file your report,
you cannot correct/amend your report later to check this box without subjecting yourself to a
possible penalty.
7. PAYEE ADDRESS: Enter the complete address of the person to whom the expenditure was
made.
8. PURPOSE OF EXPENDITURE: See instructions for Schedule F1, section 8.
9. DIRECT CAMPAIGN EXPENDITURE TO BENEFIT
CANDIDATE/OFFICEHOLDER: See instructions for Schedule F1, section 9.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 40 Revised 1/1/2026
SCHEDULE H: PAYMENT FROM POLITICAL CONTRIBUTIONS TO A
BUSINESS OF C/OH
These instructions are for candidates and officeholders using SCHEDULE H: PAYMENT FROM
POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH.
Use this schedule to disclose information about payments from political contributions that were
made to a business in which you have an interest of more than 10%, a position on the governing
body, or a position as an officer. Do not enter on this schedule other payments from political
contributions made during the reporting period.
See the Campaign Finance Guide for Candidates and Officeholders for a discussion on the
important restrictions on making and reporting payments from political contributions to a
business in which you have an interest.
This schedule is for payments to a business in which you have one or more of the following
interests or positions:
1)a participating interest of more than 10%;
2)a position on the governing body of the business; or
3)a position as an officer of the business.
Itemization: You must enter all payments from political contributions made to certain
businesses (as defined above) of a candidate or officeholder made during the reporting period on
this schedule, regardless of the amount.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1.TOTAL PAGES SCHEDULE H: After you have completed Schedule H, count the total
number of pages. Each side of a two-sided form counts as one page.
2.FILER NAME: Enter your full name.
3.FILER ID: See instructions for Cover Sheet, page 1, section 1.
4.DATE: Enter the date you made the payment.
5.BUSINESS NAME: Enter the full name of the business to which you made the payment.
6.AMOUNT: Enter the exact amount of the payment.
7.BUSINESS ADDRESS: Enter the complete address of the business to which you made the
payment.
8.PURPOSE OF EXPENDITURE: See instructions for Schedule F1, section 8.
9.DIRECT CAMPAIGN EXPENDITURE TO BENEFIT
CANDIDATE/OFFICEHOLDER: See instructions for Schedule F1, section 9.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 41 Revised 1/1/2026
SCHEDULE I: NON-POLITICAL EXPENDITURES MADE FROM
POLITICAL CONTRIBUTIONS
These instructions are for candidates and officeholders using SCHEDULE I: NON-POLITICAL
EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS.
Use this schedule to disclose information about non-political expenditures from political
contributions made during the reporting period. Do not enter political expenditures on this
schedule. Also, do not enter non-political expenditure obligations you incurred in this reporting
period but have not yet paid or non-political expenditures made by credit card. (Report unpaid
incurred obligations on Schedule F2; report expenditures made by a credit card on Schedule F4.)
Expenditures Made by Credit Card: You must disclose non-political expenditures charged to
a credit card on Schedule F4 and not on this schedule. When you pay the credit card bill, you
must disclose the payment to the credit card issuer on Schedule F1 (used for political payments
from political contributions), Schedule G (used for political payments from personal funds),
Schedule H (used for payments from political contributions made to a business that you own or
control), or Schedule I (used for non-political payments from political contributions), as
applicable. See instructions for Schedule F4: Expenditures Made by Credit Card for more
information.
Itemization: You must enter all non-political expenditures from political contributions on this
schedule, regardless of the amount. A non-political expenditure is an expenditure that is neither a
campaign expenditure nor an officeholder expenditure, as defined in section 251.001 of the
Election Code. As a practical matter, very few expenditures made from political contributions are
non-political expenditures. For instance, expenditures for administrative expenses, banking fees,
and professional dues are typically political expenditures. You may not convert political
contributions to personal use.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE I: After you have completed Schedule I, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date the expenditure was made.
5. PAYEE NAME: See instructions for Schedule F1, section 5.
6. AMOUNT: Enter the exact amount of the expenditure.
7. PAYEE ADDRESS: Enter the complete address of the person to whom the expenditure was
made.
8. PURPOSE OF EXPENDITURE: See instructions for Schedule F1, section 8.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 42 Revised 1/1/2026
SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND
CONTRIBUTIONS RETURNED TO FILER
These instructions are for candidates and officeholders using SCHEDULE K: INTEREST,
CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED TO FILER.
Use this schedule to report information regarding any credit, interest, rebate, refund,
reimbursement, or return of a deposit fee resulting from the use of a political contribution or an
asset purchased with a political contribution, any proceeds from the sale of an asset purchased
with a political contribution, the amount of which exceeds $140, and any other gain from a
political contribution received during the reporting period.
Itemization: You must enter interest, credits, gains, refunds and returned contributions received
during the reporting period that in the aggregate exceed $140 on this schedule. Although you are
not required to do so, you may also report any interest/credit/gain/refund that does not exceed
$140 in the period on this schedule.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE K: After you have completed Schedule K, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter your full name.
3. FILER ID: See instructions for Cover Sheet, page 1, section 1.
4. DATE: Enter the date the credit/gain/refund/returned contribution was received or the
interest was earned, as applicable.
5. NAME OF PERSON FROM WHOM AMOUNT IS RECEIVED: Enter the full name of
the person or business from whom the interest/credit/gain/refund or returned contribution
was received. If the person is an individual, enter the full name, first, last, and suffix (Jr., III,
etc.) if applicable (title is optional). If the person or business is an entity, enter the full name
of the entity.
6. ADDRESS OF PERSON FROM WHOM AMOUNT IS RECEIVED: Enter the complete
address of the person or business from whom the interest/credit/gain/refund or returned
contribution was received.
7. PURPOSE FOR WHICH AMOUNT IS RECEIVED: Enter a brief statement or
description of the purpose for which the amount was received (for example, “phone service
deposit return,” “returned contribution” or “interest on savings account”).
“Check if political contribution returned to filer” box: If the incoming
credit/gain was originally made by you in the form of a political contribution to
another candidate or political committee and was returned to you in this reporting
period, check this box.
8. AMOUNT: Enter the exact amount of the interest/credit/gain/refund or returned
contribution.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 43 Revised 1/1/2026
SCHEDULE T: IN-KIND CONTRIBUTIONS OR POLITICAL
EXPENDITURES FOR TRAVEL OUTSIDE OF TEXAS
These instructions are for candidates and officeholders using SCHEDULE T: IN-KIND
CONTRIBUTIONS OR POLITICAL EXPENDITURES FOR TRAVEL OUTSIDE OF TEXAS.
Use this schedule to disclose information about contributions accepted or expenditures made
during the reporting period that were used for travel outside of Texas. In addition to completing
this schedule, you must also report the actual contribution or expenditure on the appropriate
schedule or form. The law requires detailed information regarding in-kind contributions or
political expenditures for travel outside of Texas.
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. TOTAL PAGES SCHEDULE T: After you have completed Schedule T, count the total
number of pages. Each side of a two-sided form counts as one page.
2. FILER NAME: Enter the full name of the candidate, committee, or party on whose report
you are including this schedule.
3. FILER ID: If you are filing with the Commission, enter your filer identification number. If
you do not file with the Commission, you are not required to enter a filer identification
number.
4. NAME OF CONTRIBUTOR / CORPORATION OR LABOR ORGANIZATION /
PLEDGOR / PAYEE: Enter the full name of the contributor / corporation or labor
organization / pledgor / payee as it appears on the schedule or form on which you reported
the actual contribution or expenditure.
5. CONTRIBUTION / EXPENDITURE REPORTED ON: Check the appropriate box for
the schedule or form on which you reported the actual contribution or expenditure.
6. DATES OF TRAVEL: Enter the date(s) on which the travel occurred.
7. NAME OF PERSON(S) TRAVELING: Enter the full name of the person or persons
traveling on whose behalf the travel was accepted or on whose behalf the expenditure was
made.
8. DEPARTURE CITY OR NAME OF DEPARTURE LOCATION: Enter the name of the
departure city or the name of each departure location.
9. DESTINATION CITY OR NAME OF DESTINATION LOCATION: Enter the name of
the destination city or the name of each destination location.
10. MEANS OF TRANSPORTATION: Enter the method of travel (e.g., airplane, bus, boat,
car, etc.)
11. PURPOSE OF TRAVEL: Enter the campaign or officeholder purpose of the travel,
including the name of a conference, seminar, or other event.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 44 Revised 1/1/2026
FORM C/OH-FR: DESIGNATION OF FINAL REPORT
These instructions are for candidates and officeholders using Form C/OH-FR: C/OH REPORT:
DESIGNATION OF FINAL REPORT. A final report must include this form (Form C/OH-FR)
and the CAMPAIGN FINANCE REPORT (Form C/OH) with the “Final Report” box checked on
page 1, section 9. It must also include Schedules A1, A2, B, E, F1, F2, F3, F4, G, H, I, K, and T,
as applicable.
GENERAL INFORMATION
For filing purposes, you are a “candidate” as long as you have an active appointment of
campaign treasurer on file. If you do not expect to accept any further campaign contributions or
to make any further campaign expenditures, you may file a final report of contributions and
expenditures. A final report terminates your appointment of campaign treasurer and relieves you
of the obligation of filing further reports as a candidate.
If you do not have an active appointment of campaign treasurer on file, you may not accept
campaign contributions or make campaign expenditures. A payment on a campaign debt is a
campaign expenditure. An officeholder who does not have an active appointment of campaign
treasurer on file may accept officeholder contributions and make officeholder expenditures.
The effect of filing a final report differs depending on whether you are an officeholder at the
time you file a final report.
Officeholders Filing a Final Report: You will not have to worry about surplus political funds
and assets until you cease to be an officeholder. You may still be required to file semiannual
reports of contributions and expenditures as an officeholder. The only officeholders who are not
required to file semiannual reports are local officeholders who do not exceed $1,140 in
contributions or $1,140 in expenditures during the reporting period.
If you cease to be an officeholder at a time when you do not have an active campaign treasurer
appointment on file, and you retain political contributions, interest or other income from political
contributions, or assets purchased with political contributions or interest or other income from
political contributions after filing the last required report as an officeholder, you must file an
annual report of unexpended contributions (Form C/OH-UC) not earlier than January 1 and not
later than January 15 of each year following the year in which you filed the last required report
as an officeholder. If your unexpended contribution report shows that your contributions
maintained is now “$0.00,” then you may file that unexpended contribution report at any time.
You may not retain these unexpended funds longer than six years after the date you ceased to be
an officeholder. For information about important restrictions regarding the use and reporting of
unexpended contributions, see the Campaign Finance Guide for Candidates and Officeholders.
Non-Officeholders Filing a Final Report: You will no longer be required to file reports unless
you retain political contributions, interest or other income from political contributions, or assets
purchased with political contributions or interest or other income from political contributions. If
you retain any of those items, you must file an annual report of unexpended contributions (Form
C/OH-UC) not earlier than January 1 and not later than January 15 of each year after the year in
which you filed your final report. If your unexpended contribution report shows that your
contributions maintained is now “$0.00,” then you may file that unexpended contribution report
Form C/OH – Instruction Guide
Texas Ethics Commission Page 45 Revised 1/1/2026
at any time. You may not retain these unexpended funds longer than six years after the date of
filing a final report. For information about important restrictions regarding the use and reporting
of unexpended contributions, see the Campaign Finance Guide for Candidates and Officeholders.
COMPLETING THE FORM
Each numbered item in these instructions corresponds to the same numbered item on the form.
1. C/OH NAME: Enter your full name.
2. FILER ID: If you are filing with the Commission, enter your Filer ID. If you do not file with
the Commission, you are not required to enter a Filer ID.
3. SIGNATURE: You must sign this section to indicate that you understand the consequences
of filing a final report.
4. FILER WHO IS NOT AN OFFICEHOLDER: Complete this section if you are not an
officeholder at the time of filing your final report. Be sure to check the appropriate box in
both sections A and B and sign on the “Signature” line.
5. OFFICEHOLDER: Complete this section if you are an officeholder at the time of filing
your final report. You must check the box to indicate awareness of further filing
requirements.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 46 Revised 1/1/2026
ADDITIONAL INFORMATION REGARDING EXPENDITURES
EXAMPLES: REPORTING EXPENDITURES MADE BY CREDIT CARD
This list is for illustrative purposes only. It is intended to provide helpful information and to
assist filers in reporting expenditures made by credit card and payments made to credit card
issuers.
Keep in mind that this reporting system is not an accounting system and duplication of
expenditures is not uncommon when reporting transactions related to expenditures made by
credit card.
Example #1 Candidate Using Credit Card to Make Political Expenditures and Using
Political Contributions to Pay the Entire Credit Card Bill in the Same Reporting Period
A candidate for elected office uses her credit card to buy $1,000 in campaign office supplies
from an office store. During the same reporting period, the candidate uses her credit card to buy
$500 in political advertising signs from a sign company. During the same reporting period, the
candidate makes a single payment from her political contributions account to pay the $1,500
credit card bill.
To report that activity, the candidate would report all of the following on a campaign finance
report (Form C/OH) covering the period in which she made the credit card charges and sent the
payment to the credit card issuer:
1. The candidate fills out one page of the “Expenditures Made by Credit Card” Schedule
(F4). The credit card issuer’s name is included in section 5. The candidate fills out
sections 6 through 9 twice, once for the $1,000 expenditure and again for the $500
expenditure.
2. For the $1,000 expenditure, the candidate reports an amount charged of $1,000 in section
6(a), the date the expenditure was made in section 6(b), and the date the credit card issuer
was paid $1,500 in section 6(c). She identifies the office store in section 7 as the payee of
the expenditure and includes their address. Section 8’s category for the expenditure is
“Office Overhead/Rental Expense,” and the description is “Campaign Office Supplies.”
In Section 8 of the schedule, the box for “Political” is also checked.
3. For the $500 expenditure, the candidate reports an amount charged of $500 in section
6(a), the date the expenditure was made in section 6(b), and the date the credit card issuer
was paid $1,500 in section 6(c). She identifies the sign company in section 7 as the payee
of the expenditure and includes their address. Section 8’s category for the expenditure is
“Advertising Expense,” and the description is “Political Advertising Signs.” In Section 8
of the schedule, the box for “Political” is also checked.
4. For the payment to the credit card issuer: a $1,500 expenditure is reported on the
“Political Expenditures from Political Contributions” Schedule (F1). The schedule
identifies the credit card issuer as the payee of the expenditure and includes the address,
date, amount, a category of the expenditure as “Credit Card Payment,” and a description
as ”Payment of credit card bill for credit card expenditures.”
Form C/OH – Instruction Guide
Texas Ethics Commission Page 47 Revised 1/1/2026
5. Both $1,500 amounts reported on Schedules F4 and F1 are also included in the
appropriate totals sections of Cover Sheet Pages 2 and 3.
Example #2: Candidate Using Credit Card to Make a Political Expenditure and Using
Personal Funds to Pay the Entire Credit Card Bill in the Same Reporting Period
A candidate for non-judicial office uses his credit card to purchase $3,000 in political advertising
materials from a print shop. During the same reporting period, the candidate makes one payment
from his personal funds account to pay the entire $3,000 credit card bill.
To report that activity, the candidate would report all of the following on a campaign finance
report (Form C/OH) covering the period in which he made the credit card charge and sent the
payment to the credit card issuer:
1. The candidate fills out one page of the “Expenditures Made by Credit Card” Schedule
(F4). The credit card issuer’s name is included in section 5. The candidate fills out
sections 6 through 9 once, for the $3,000 expenditure.
2. The candidate reports an amount charged of $3,000 in section 6(a), the date the
expenditure was made in section 6(b), and the date the credit card issuer was paid $3,000
in section 6(c). He identifies the print shop in section 7 as the payee of the expenditure
and includes their address. Section 8’s category for the expenditure is “Advertising
Expense,” and the description is “Political Advertising Materials.” In Section 8 of the
schedule, the box for “Political” is also checked.
3. For the payment to the credit card issuer: a $3,000 expenditure is reported on the
“Political Expenditures Made from Personal Funds” Schedule (G). The schedule
identifies the credit card issuer as the payee of the expenditure and includes the address,
date, amount, a category of the expenditure as “Credit Card Payment,” and a description
as “Payment of credit card bill for political advertising materials.” If the candidate
intends to seek reimbursement from political contributions, the candidate may also check
the appropriate box in Section 6.
4. Both $3,000 amounts reported on Schedules F4 and G are also included in the
appropriate sections of Cover Sheet Pages 2 and 3.
Example #3: Political Committee Using Credit Card to Make a Political Expenditure and
Using Political Contributions to Pay the Credit Card Bill in Different Reporting Periods
A general-purpose committee (GPAC) uses its credit card to buy $500 in political advertising in
a newspaper. The committee receives the statement from the credit card issuer but does not send
a payment until after the reporting period ends. When the committee sends a payment to the
credit card issuer, it makes a $500 payment from its political contributions account.
To report the credit card charge, the committee’s campaign treasurer would report all of the
following on a campaign finance report (Form GPAC) covering the period in which it made the
credit card charge:
Form C/OH – Instruction Guide
Texas Ethics Commission Page 48 Revised 1/1/2026
1. The GPAC fills out one page of the “Expenditures Made by Credit Card” Schedule (F4).
The credit card issuer’s name is included in section 5. The GPAC fills out sections 6
through 9 once, for the $500 expenditure.
2. The GPAC reports an amount charged of $500 in section 6(a), the date the expenditure
was made in section 6(b), and leaves section 6(c) blank. They identify the newspaper in
section 7 as the payee of the expenditure and include their address. Section 8’s category
for the expenditure is “Advertising Expense,” and the description is “Political
Advertising.” In Section 8 of the schedule, the box for “Political” is also checked.
3. The $500 amount reported on the “Expenditures Made by Credit Card” Schedule (F4)
will also be included in the appropriate sections of Cover Sheet Pages 2 and 3.
To report the payment to the credit card issuer, the committee’s campaign treasurer would also
report all of the following on a campaign finance report (Form GPAC) covering the period in
which it made the payment to the credit card issuer:
1. The GPAC reports a $500 expenditure on the “Political Expenditures from Political
Contributions” Schedule (F1). The schedule identifies the credit card issuer as the payee
of the expenditure and includes the address, date, amount, a category of the expenditure
as “Credit Card Payment,” and a description as “Payment of credit card bill for political
advertising.”
2. The $500 amount reported on the “Political Expenditures from Political Contributions”
Schedule (F1) will also be included in the appropriate sections of Cover Sheet Pages 2
and 3.
Example #4: Candidate Using Credit Card to Make a Political Expenditure and Using
Political Contributions to Pay the Credit Card Bill in Different Reporting Periods
A candidate for judicial office uses her credit card to buy $500 in political advertising in a
newspaper. The candidate receives the statement from the credit card issuer but does not send a
payment until after the reporting period ends. When the candidate sends a payment to the credit
card issuer, she makes a $500 payment from her political contributions account.
To report the credit card charge, the candidate would report all of the following on a campaign
finance report (Form JC/OH) covering the period in which she made the credit card charge:
1. The judicial candidate fills out one page of the “Expenditures Made by Credit Card”
Schedule (F4). The credit card issuer’s name is included in section 5. The candidate fills
out sections 6 through 9 once, for the $500 expenditure.
2. The judicial candidate reports an amount charged of $500 in section 6(a), the date the
expenditure was made in section 6(b), and leaves section 6(c) blank. She identifies the
newspaper in section 7 as the payee of the expenditure and includes their address. Section
8’s category for the expenditure is “Advertising Expense,” and the description is
“Political Advertising.” In Section 8 of the schedule, the box for “Political” is also
checked.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 49 Revised 1/1/2026
3. The $500 amount reported on the “Expenditures Made by Credit Card” Schedule (F4)
will also be included in the appropriate sections of Cover Sheet Pages 2 and 3.
To report the payment to the credit card issuer, the judicial candidate would also report all of the
following on a campaign finance report (Form JC/OH) covering the period in which the payment
to the credit card issuer was made:
1. The judicial candidate reports a $500 expenditure on the “Political Expenditures from
Political Contributions” Schedule (F1). The schedule identifies the credit card issuer as
the payee of the expenditure and includes the address, date, amount, a category of the
expenditure as “Credit Card Payment,” and a description as “Payment of credit card bill
for political advertising.”
2. The $500 amount reported on the “Political Expenditures from Political Contributions”
Schedule (F1) will also be included in the appropriate sections of Cover Sheet Pages 2
and 3.
Example #5: Political Committee Using Credit Card to Make a Political Expenditure and
Using Political Contributions to Make Partial Payments of the Credit Card Bill in Different
Reporting Periods
A general-purpose committee (GPAC) uses its credit card to buy $5,000 in political advertising
for a mailer from a printing company. The committee receives the statement from the credit card
issuer and makes one or more partial payments from political contributions of $2,000 in that
same reporting period. The committee pays the remaining $3,000 from political contributions to
the credit card issuer in a different reporting period.
To report the credit card charge, the committee’s campaign treasurer would report all of the
following on a campaign finance report (Form GPAC) covering the period in which it made the
credit card charge:
1. The GPAC fills out one page of the “Expenditures Made by Credit Card” Schedule (F4).
The credit card issuer’s name is included in section 5. The GPAC fills out sections 6
through 9 once, for the $5,000 expenditure.
2. The GPAC reports an amount charged of $5,000 in section 6(a), the date the expenditure
was made in section 6(b), and reports the date (or dates) during that reporting period on
which the $2,000 was paid in section 6(c). They identify the printing company in section 7
as the payee of the expenditure and include their address. Section 8’s category for the
expenditure is “Advertising Expense,” and the description is “Political Advertising.” In
Section 8 of the schedule, the box for “Political” is also checked.
3. The $5,000 amount reported on “Expenditures Made by Credit Card” Schedule (F4) will
also be included in the appropriate sections of Cover Sheet Pages 2 and 3.
To report the payments to the credit card issuer, the committee’s campaign treasurer would also
report all of the following on a campaign finance report (Form GPAC):
1. For the $2,000 payment(s) made during the same period that the expenditure was made,
the GPAC reports a $2,000 expenditure on the “Political Expenditures from Political
Form C/OH – Instruction Guide
Texas Ethics Commission Page 50 Revised 1/1/2026
Contributions” Schedule (F1). The schedule identifies the credit card issuer as the payee of
the expenditure and includes the address, date, amount, a category of the expenditure as
“Credit Card Payment,” and a description as “Payment of credit card bill for political
advertising.”
2. For the $3,000 payment made during a different reporting period, the GPAC reports a
$3,000 expenditure on the “Political Expenditures from Political Contributions” Schedule
(F1). The schedule identifies the credit card issuer as the payee of the expenditure and
includes the address, date, amount, a category of the expenditure as “Credit Card Payment,”
and a description as “Payment of credit card bill for political advertising.”
3. The $2,000 and $3,000 amounts reported on the “Political Expenditures from Political
Contributions” Schedule (F1) will also be included in the appropriate sections of Cover
Sheet Pages 2 and 3 for each reporting period.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 51 Revised 1/1/2026
EXAMPLES: PURPOSE OF EXPENDITURES
This list is for illustrative purposes only. It is intended to provide helpful information and to
assist filers in reporting the purpose of an expenditure. However, it is not, and is not intended to
be, an exhaustive or an exclusive list of how a filer may permissibly report the purpose of an
expenditure.
(1) Example: Candidate X is seeking the office of State Representative, District 2000. She
purchases an airline ticket from ABC Airlines to attend a campaign rally within District 2000.
The acceptable category for this expenditure is “travel in district.” An acceptable brief
description is “airline ticket to attend campaign event.”
(2) Example: Candidate X purchases an airline ticket to attend a campaign event outside of
District 2000 but within Texas, the acceptable category is “travel out of district.” An acceptable
brief description is “airline ticket to attend campaign or officeholder event.”
(3) Example: Candidate X purchases an airline ticket to attend an officeholder related seminar
outside of Texas. The acceptable category is “travel out of district” and an acceptable brief
description is “airline ticket to attend [name of seminar] in [city,] [state]. You must also
complete “Schedule T” (used to report travel outside of Texas).
(4) Example: Candidate X contracts with an individual to do various campaign related tasks such
as work on a campaign phone bank, sign distribution, and staffing the office. The acceptable
category is “salaries/wages/contract labor.” An acceptable brief description is “contract labor for
campaign services.”
(5) Example: Officeholder X is seeking re-election and makes an expenditure to purchase a
vehicle to use for campaign purposes and permissible officeholder purposes. The acceptable
category is “transportation equipment and related expenses” and an acceptable brief description
is “purchase of campaign/officeholder vehicle.”
(6) Example: Candidate X makes an expenditure to repair a flat tire on a campaign vehicle
purchased with political funds. The acceptable category is “transportation equipment and related
expenses” and an acceptable brief description is “campaign vehicle repairs.”
(7) Example: Officeholder X purchases flowers for a constituent. The acceptable category is
“gifts/awards/memorials expense” and an acceptable brief description is “flowers for
constituent.”
(8) Example: Political Committee XYZ makes a political contribution to Candidate X. The
acceptable category is “contributions/donations made by candidate/officeholder/political
committee” and an acceptable brief description is “campaign contribution.”
(9) Example: Candidate X makes an expenditure for a filing fee to get his name on the ballot.
The acceptable category is “fees” and an acceptable brief description is “candidate filing fee.”
(10) Example: Officeholder X makes an expenditure to attend a seminar related to performing a
duty or engaging in an activity in connection with the office. The acceptable category is “fees”
and an acceptable brief description is “attend officeholder seminar.”
Form C/OH – Instruction Guide
Texas Ethics Commission Page 52 Revised 1/1/2026
(11) Example: Candidate X makes an expenditure for political advertising to be broadcast by
radio. The acceptable category is “advertising expense” and an acceptable brief description is
“political advertising.” Similarly, Candidate X makes an expenditure for political advertising to
appear in a newspaper. The acceptable category is “advertising expense” and an acceptable brief
description is “political advertising.”
(12) Example: Officeholder X makes expenditures for printing and postage to mail a letter to all
of her constituents, thanking them for their participation during the legislative session.
Acceptable categories are “advertising expense” OR “printing expense” and an acceptable brief
description is “letter to constituents.”
(13) Example: Officeholder X makes an expenditure to pay the campaign office electric bill. The
acceptable category is “office overhead/rental expense” and an acceptable brief description is
“campaign office electric bill.”
(14) Example: Officeholder X makes an expenditure to purchase paper, postage, and other
supplies for the campaign office. The acceptable category is “office overhead/rental expense”
and an acceptable brief description is “campaign office supplies.”
(15) Example: Officeholder X makes an expenditure to pay the campaign office monthly rent.
The acceptable category is “office overhead/rental expense” and an acceptable brief description
is “campaign office rent.”
(16) Example: Candidate X hires a consultant for fundraising services. The acceptable category
is “consulting expense” and an acceptable brief description is “campaign services.”
(17) Example: Candidate/Officeholder X pays his attorney for legal fees related to either
campaign matters or officeholder matters. The acceptable category is “legal services” and an
acceptable brief description is “legal fees for campaign” or “for officeholder matters.”
(18) Example: Candidate/Officeholder X makes food and beverage expenditures for a meeting
with her constituents. The acceptable category is “food/beverage expense” and an acceptable
brief description is “meeting with constituents.”
(19) Example: Candidate X makes food and beverage expenditures for a meeting to discuss
candidate issues. The acceptable category is “food/beverage expense” and an acceptable brief
description is “meeting to discuss campaign issues.”
(20) Example: Officeholder X makes food and beverage expenditures for a meeting to discuss
officeholder issues. The acceptable category is “food/beverage expense” and an acceptable brief
description is “meeting to discuss officeholder issues.”
(21) Example: Candidate/Officeholder X makes food and beverage expenditures for a meeting to
discuss campaign and officeholder issues. The acceptable category is “food/beverage expense”
and an acceptable brief description is “meeting to discuss campaign/officeholder issues.”
Form C/OH – Instruction Guide
Texas Ethics Commission Page 53 Revised 1/1/2026
EXAMPLES: REPORTING EXPENDITURES FROM PERSONAL FUNDS
This list is for illustrative purposes only. It is intended to provide helpful information and to
assist filers in reporting expenditures from personal funds.
If you intend to seek reimbursement of any amount from political contributions for a political
expenditure made from your personal funds, you must report the expenditure in one of three
ways. Keep in mind that this reporting system is not an accounting system and duplication of
expenditures is not uncommon when reporting transactions related to expenditures made from
personal funds.
Method #1: Itemize the expenditure on the “Political Expenditures Made from Personal Funds”
schedule (Schedule G) and check the box to indicate that you intend to seek reimbursement from
political contributions. You may not correct a report to allow reimbursement without subjecting
yourself to a possible penalty. When you reimburse yourself, which could be months or years
later, report the reimbursement on the “Political Expenditures Made From Political
Contributions” schedule (Schedule F1).
Example: On December 1, 2025~0, Candidate A spends $500 of her own personal
funds to purchase political advertising signs. She does not use a credit card for this
purchase; the purchase is made using cash, check or a debit card. She reports the
expenditure to the vendor on Schedule G and checks the box to indicate that
reimbursement is intended. One year later, Candidate A reimburses herself from
political contributions. She reports the reimbursement on Schedule F1. Candidate A
is the payee and the purpose of the expenditure is to reimburse herself for a
political expenditure made from personal funds on December 1, 2025.
If you intend to seek reimbursement from political contributions for a political expenditure of
any amount made from personal funds, you must itemize the expenditure on Schedule G.
Method #2: Report the political expenditures made from your personal funds as a loan to your
campaign on the “Loans” schedule (Schedule E). Next, report the political expenditures made
from that loan as if they were made from political funds (report on Schedules F1, F2, F3, F4, or
H as appropriate). Do NOT report political expenditures made from the loan on Schedule G.
The amount you report as a loan in a reporting period may NOT exceed the amount you actually
spent from personal funds in that reporting period. In other words, do not report a $100,000 loan
to your campaign if the amount actually spent from personal funds in the reporting period was
$5,000. When you reimburse yourself, which could be months or years later, report the
reimbursement on the Schedule F1.
Example: In one reporting period, Candidate B spends $5,000 of his own
personal funds to purchase political advertising materials. He spends $3,000 at
Business One and $2,000 at Business Two. He reports the expenditures as a
$5,000 loan on Schedule E and then itemizes each of the two expenditures as a
political expenditure on Schedule F1. A year later, Candidate B reimburses
himself from political contributions by disclosing the reimbursement on Schedule
F1. He reports the reimbursement on Schedule F1. Candidate B is the payee, the
category of the expenditure is “Loan Repayment/Reimbursement,” and “political
Form C/OH – Instruction Guide
Texas Ethics Commission Page 54 Revised 1/1/2026
expenditure made from personal funds reported as a loan” is an acceptable brief
description.
Method #3: Deposit personal funds in an account in which your political contributions are
maintained and report that amount as a loan on the "Loans" schedule (Schedule E). Next, report
the political expenditures made from that loan as if they were made from political funds (report
on Schedules F1, F2, F3, or H as appropriate). When you reimburse yourself, which could be
months or years later, report the reimbursement on the Schedule F1. The reimbursement may not
exceed the amount reported as a loan. Personal funds deposited in an account in which political
contributions are held are subject to the personal use restriction.)
Example: In one reporting period, Candidate C opens a campaign bank account
and deposits $5,000 of her own personal funds into the account. She makes one
$3,000 expenditure for political advertising. Candidate C has no other activity in
the reporting period. She reports the $5,000 as a loan on Schedule E, itemizes the
$3,000 expenditure for the political advertising on Schedule F1, and includes the
remaining $2,000 on her contributions maintained at the end of the reporting
period total. A year later, Candidate C reimburses herself from political
contributions by disclosing the reimbursement on Schedule F1. Candidate C is the
payee, the category of expenditure is "Loan Repayment/Reimbursement," and
"political expenditure made from personal funds reported as a loan" is an
acceptable brief description.
Form C/OH – Instruction Guide
Texas Ethics Commission Page 55 Revised 1/1/2026
EXAMPLES: REPORTING STAFF REIMBURSEMENT
This list is for illustrative purposes only. It is intended to provide helpful information and to
assist filers in reporting staff reimbursements.
When a staff member makes political payment(s) out of his or her personal funds, how you
disclose the payment(s) depends on two things: 1) the aggregate total of those payments in the
reporting period; and 2) whether or not you reimburse the staff worker in the same reporting
period.
Example #1: The payment out of the staff worker's personal funds does not exceed $5,000 in the
reporting period and you reimburse the staff worker from political funds in the same reporting
period – Itemize the payment (if over the $230 itemization threshold) on Schedule F1 as if you
made the expenditure directly to the vendor out of your political funds, with the name of the
vendor who sold the goods or services as the payee for the expenditure. Do not disclose as the
payee the name of your staff worker.
Example #2: The payment(s) out of the staff worker's personal funds are over $5,000 in the
aggregate in the reporting period and you reimburse the staff worker from political funds in the
same reporting period – Use a 3-step process, disclosing everything on the same report: (1) On
Schedule E, disclose the total amount paid from the staff worker's personal funds as a loan from
the staff worker to your campaign; (2) On Schedule F1, itemize the payments made by your staff
worker separately, with the names of the vendors who sold the goods or services to your staff
worker as the payees for the expenditures. Do not disclose as the payee the name of your staff
worker; and (3) On Schedule F1, disclose the payment to your staff worker for the
reimbursement of the loan.
Example #3: The payment(s) out of the staff worker's personal funds do not exceed $5,000 in
the aggregate in the reporting period but you reimburse the staff worker from political funds in a
different reporting period – Use a 3-step process, disclosing steps 1 and 2 on the same report and
step 3 later, when the reimbursement occurs: (1) On Schedule E, disclose the total amount paid
from the staff worker's personal funds as a loan from the staff worker to your campaign; (2) On
Schedule F1, itemize the payments made by your staff worker separately, with the names of the
vendors who sold the goods or services to your staff worker as the payees for the expenditures.
Do not disclose as the payee the name of your staff worker; and (3) When you reimburse your
staff worker, if ever, disclose on Schedule F1 of the report covering the period in which the
reimbursement occurs the payment to your staff worker for the reimbursement of the loan.
Date Received
Date Processed
CODE OF FAIR CAMPAIGN
PRACTICES
FORM CFCP
COVER S HEET
Date Imaged
Pursuant to chapter 258 of the Election Code, every candidate and
political committee is encouraged to subscribe to the Code of Fair
Campaign Practices. The Code may be filed with the proper filing
authority upon submission of a campaign treasurer appointment
form. Candidates or political committees that already have a
current campaign treasurer appointment on file as of September 1,
1997, may subscribe to the code at any time.
Subscription to the Code of Fair Campaign Practices is voluntary.
1 ACCOUNT NUMBER
(Ethics Commission Filers)
2 TYPE OF FILER
CANDIDATE POLITICAL COMMITTEE
If filing as a candidate, complete boxes 3 - 6,If filing for a political committee, complete
then read and sign page 2.boxes 7 and 8, then read and sign page 2.
3 NAME OF CANDIDATE
(PLEASE TYPE OR PRINT)
TITLE (Dr., Mr., Ms., etc.)FIRST MI
NICKNAME LAST SUFFIX (SR., JR., III, etc.)
OFFICE USE ONLY
4 TELEPHONE NUMBER
OF CANDIDATE
(PLEASE TYPE OR PRINT)
AREA CODE PHONE NUMBER EXTENSION
( )
5 ADDRESS OF CANDIDATE
(PLEASE TYPE OR PRINT)
STREET / PO BOX; APT / SUITE #; CITY;STATE; ZIP CODE
6 OFFICE SOUGHT
BY CANDIDATE
(PLEASE TYPE OR PRINT)
7 NAME OF COMMITTEE
(PLEASE TYPE OR PRINT)
8 NAME OF CAMPAIGN
TREASURER
(PLEASE TYPE OR PRINT)
TITLE (Dr., Mr., Ms., etc.)FIRST MI
NICKNAME LAST SUFFIX (SR., JR., III, etc.)
Date Hand-delivered or Postmarked
GO TO PAGE 2
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2021
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CODE OF FAIR CAMPAIGN PRACTICES
There are basic principles of decency, honesty, and fair play that every candidate and political committee in this state
has a moral obligation to observe and uphold, in order that, after vigorously contested but fairly conducted campaigns,
our citizens may exercise their constitutional rights to a free and untrammeled choice and the will of the people may be
fully and clearly expressed on the issues.
THEREFORE:
(1) I will conduct the campaign openly and publicly and limit attacks on my opponent to legitimate challenges to my
opponent’s record and stated positions on issues.
(2) I will not use or permit the use of character defamation, whispering campaigns, libel, slander, or scurrilous attacks
on any candidate or the candidate’s personal or family life.
(3) I will not use or permit any appeal to negative prejudice based on race, sex, religion, or national origin.
(4) I will not use campaign material of any sort that misrepresents, distorts, or otherwise falsifies the facts, nor will I
use malicious or unfounded accusations that aim at creating or exploiting doubts, without justification, as to the
personal integrity or patriotism of my opponent.
(5) I will not undertake or condone any dishonest or unethical practice that tends to corrupt or undermine our system
of free elections or that hampers or prevents the full and free expression of the will of the voters, including any
activity aimed at intimidating voters or discouraging them from voting.
(6) I will defend and uphold the right of every qualified voter to full and equal participation in the electoral process,
and will not engage in any activity aimed at intimidating voters or discouraging them from voting.
(7) I will immediately and publicly repudiate methods and tactics that may come from others that I have pledged not
to use or condone. I shall take firm action against any subordinate who violates any provision of this code or the
laws governing elections.
I, the undersigned, candidate for election to public office in the State of Texas or campaign treasurer of a political
committee, hereby voluntarily endorse, subscribe to, and solemnly pledge myself to conduct the campaign in accordance
with the above principles and practices.
Signature Date
Revised 1/1/2021Forms provided by Texas Ethics Commission www.ethics.state.tx.us
CANDIDATE / OFFICEHOLDER
REPORT OF UNEXPENDED CONTRIBUTIONS
FORM C/OH-UC
COVER SHEET PG 1
The C/OH-UC Instruction Guide explains how to complete this form.
1 Filer ID (Ethics Commission Filers)
OFFICE USE ONLY
Date Received
Date Hand-delivered or Date Postmarked
Date Processed
Date Imaged
Receipt #Amount $
2 CANDIDATE /
OFFICEHOLDER
NAME
MS/MRS/MR FIRST MI
NICKNAME LAST SUFFIX
3 CANDIDATE /
OFFICEHOLDER
ADDRESS
change of address
ADDRESS / PO BOX;APT / SUITE #;CITY;STATE;ZIP CODE
4 REPORT
TYPE Annual Final Disposition
5 PERIOD
COVERED
Month Day Year
THROUGH
Month Day Year
6 TOTALS 1.TOTAL AMOUNT OF UNEXPENDED POLITICAL CONTRIBUTIONS AS OF
DECEMBER 31 OF THE PREVIOUS YEAR.$
2.TOTAL AMOUNT OF INTEREST AND OTHER INCOME EARNED ON
UNEXPENDED POLITICAL CONTRIBUTIONS DURING THE PREVIOUS YEAR.$
7 SIGNATURE I swear, or affirm, under penalty of perjury, that the accompanying report is true and correct and includes all
information required to be reported by me under Title 15, Election Code.
Signature of Candidate/Officeholder
Please complete either option below:
(1) Affidavit
NOTARY STAMP / SEAL
Sworn to and subscribed before me by _______________________________________________ this the ________ day of __________________,
20 ___________, to certify which, witness my hand and seal of office.
Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath
(2)Unsworn Declaration
My name is _____________________________________________________, and my date of birth is _______________________________.
My address is ________________________________________________, ___________________, _______, __________, ______________.
(street) (city) (state) (zip code) (country)
Executed in ___________________ County, State of ______________ , on the _______ day of _______________, 20______.(month)(year)
Signature of Candidate/Officeholder (Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 1/1/2026
C/OH REPORT OF UNEXPENDED CONTRIBUTIONS:
EXPENDITURES
FORM C/OH-UC
PG 2
8 C/OH NAME 9 Filer ID (Ethics Commission Filers)
10 Date 11 Payee name
12 Payee address;City;State;Zip Code
13 Amount
($)
14 Purpose of expenditure (See instructions regarding type of information required.)
Check if travel outside of Texas. Complete Schedule T.
15
Is expenditure a contribution Yes
to a candidate, officeholder, or
Nopolitical committee?
Date Payee name
Payee address;City;State;Zip Code
Amount
($)
Purpose of expenditure (See instructions regarding type of information required.)
Check if travel outside of Texas. Complete Schedule T.
Is expenditure a contribution Yes
to a candidate, officeholder, or
Nopolitical committee?
Date Payee name
Payee address;City;State;Zip Code
Amount
($)
Purpose of expenditure (See instructions regarding type of information required.)
Check if travel outside of Texas. Complete Schedule T.
No
YesIs expenditure a contribution
to a candidate, officeholder, or
political committee?
Date Payee name
Payee address;City;State;Zip Code
Amount
($)
Purpose of expenditure (See instructions regarding type of information required.)
Check if travel outside of Texas. Complete Schedule T.
No
YesIs expenditure a contribution
to a candidate, officeholder, or
political committee?
ATTACH ADDITIONAL COPIES OF THIS FORM AS NEEDED
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TEXAS ETHICS COMMISSION
CANDIDATE/OFFICEHOLDER REPORT
OF UNEXPENDED CONTRIBUTIONS
FORM C/OH-UC – INSTRUCTION GUIDE
(LOCAL FILERS ONLY)
For Reports Due on or after January 1, 2026
Revised July 1, 2025
Texas Ethics Commission, P.O. Box 12070, Austin, Texas 78711
www.ethics.state.tx.us
(512) 463-5800 • TDD (800) 735-2989
Promoting Public Confidence in Government
Form C/OH-UC – Instruction Guide
Texas Ethics Commission Page 1 Revised 7/1/2025
FORM C/OH-UC: CANDIDATE/OFFICEHOLDER REPORT
OF UNEXPENDED CONTRIBUTIONS
These instructions are for candidates and officeholders using FORM C/OH-UC: CANDIDATE /
OFFICEHOLDER REPORT OF UNEXPENDED CONTRIBUTIONS. Use Form C/OH-UC for filing
either an annual report of unexpended contributions or a report of the final disposition of unexpended
contributions.
GENERAL INSTRUCTIONS
ANNUAL REPORT OF UNEXPENDED CONTRIBUTIONS. You must file this report if
one of the following descriptions applies to you:
(1) You filed a final report as a candidate at a time when you were not an officeholder
and you had unexpended political contributions, interest, assets, or other money
earned from political contributions at the time you filed the final report; or
(2) You ceased to be an officeholder at a time when you did not have a campaign
treasurer on file, and you had unexpended political contributions, interest, assets,
or other money earned from political contributions at the time you ceased to be an
officeholder.
You must file an Unexpended Contributions - Annual report not earlier than January 1 and not
later than January 15 of the year after each year in which you maintained unexpended
contributions or assets. You must complete Form C/OH-UC and designate the report as an
annual report by checking the “Annual” box.
You must continue to file Unexpended Contributions - Annual reports until you have disposed of
all your unexpended contributions or assets. Once you have disposed of all your contributions or
assets, you must file an Unexpended Contributions - Final report.
You may not retain unexpended contributions or assets longer than six years after the date you
filed your final report or ceased being an officeholder, as applicable. If you still maintain
unexpended assets at the end of the six-year period, you must dispose of the assets in one of the
following ways:
(1) You may give them to the political party with which you were affiliated when your
name was last on the ballot.
(2) You may give them to a candidate or a political committee. If you do so, however,
you must file a report on Form AS IF-SPAC as described below under “Extra
Reporting for a Contribution to a Candidate or Political Committee.”
(3) You may give them to the comptroller for deposit in the state treasury to be used to
finance primary elections.
(4) You may give them to one or more persons from whom you received political
contributions, but the total returned to any person may not exceed the aggregate
Form C/OH-UC – Instruction Guide
Texas Ethics Commission Page 2 Revised 7/1/2025
amount accepted from that person during the last two years during which you were
accepting political contributions.
(5) You may give them to a recognized charitable organization formed for
educational, religious, or scientific purposes that is exempt from taxation under
Section 501(c)(3), Internal Revenue Code of 1986, and its subsequent
amendments.
(6) You may give them to a public or private post-secondary educational institution or
an institution of higher education as defined by Section 61.003(8), Education
Code, for the purpose of assisting or creating a scholarship program.
You may dispose of unexpended contributions or assets in this manner at any time during the
six-year period.
EXTRA REPORTING FOR CONTRIBUTION TO CANDIDATE OR POLITICAL
COMMITTEE. If you contribute unexpended contributions or assets to another candidate or
political committee, you must report the contribution twice. You must include the contribution
on your Annual Report and you must also report the contribution on a AS IF-SPECIFIC-PURPOSE
COMMITTEE CAMPAIGN FINANCE REPORT (Form AS IF-SPAC). You must file the AS IF-
SPAC report with the filing authority with whom the candidate or political committee files
reports by the date by which the candidate or political committee receiving the contribution must
report the receipt of the contribution.
NOTE: If the candidate or political committee files with the Texas Ethics Commission
(Commission), you will need a separate “AS IF-SPAC” filer ID to file the AS IF-SPAC report.
Please contact the Commission for help in establishing an AS IF-SPAC filer ID.
FINAL DISPOSITION OF UNEXPENDED CONTRIBUTIONS REPORT. You must file a
report of the final disposition of your unexpended contributions or assets. Complete Form C/OH-
UC and designate the report as an “Unexpended Contributions – Final” report by checking the
“Final Disposition” box. The report is due no later than the 30th day after the end of the six-year
period.
SPECIFIC INSTRUCTIONS
Each numbered item in these instructions corresponds to the same numbered item on the form.
PAGE 1
1. FILER ID: If you are filing with the Commission, you were assigned a filer identification
(ID) number when you filed your initial campaign treasurer appointment. You should have
received a letter acknowledging receipt of the form and informing you of your filer ID
number. Enter this number wherever you see “Filer ID.” If you do not file with the
Commission, you are not required to enter a filer ID number.
2. CANDIDATE/OFFICEHOLDER NAME: Enter your full name, including nicknames and
suffixes (e.g., Sr., Jr., III), if applicable. Your entry here should be the same as in your
APPOINTMENT OF CAMPAIGN TREASURER BY A CANDIDATE (CTA). Enter your
name in the same way wherever you see “C/OH NAME”.
Form C/OH-UC – Instruction Guide
Texas Ethics Commission Page 3 Revised 7/1/2025
3. CANDIDATE/OFFICEHOLDER ADDRESS: Enter your complete mailing address. Your
entry here should be the same as the address in your APPOINTMENT OF CAMPAIGN
TREASURER BY A CANDIDATE (CTA). If your mailing address has changed since you
last gave notice of your address, check the “Change of Address” box.
4. REPORT TYPE: Check the appropriate box.
“Annual” Box: Check this box if you are filing an Unexpended Contributions - Annual
report.
“Final Disposition” Box: Check this box if you are filing an Unexpended
Contributions - Final report.
5. PERIOD COVERED:
Annual Reports. For your first Unexpended Contributions - Annual report, the start date
is the day after the day you filed your Final Report. The start date for all other
Unexpended Contributions - Annual reports is January 1 of the previous year. The end
date for all Unexpended Contributions - Annual reports is December 31 of the previous
year.
Final Disposition Report. For an Unexpended Contributions – Final report, the start date
is the day after the period covered by your most recent Unexpended Contributions -
Annual report. The end date is the date you file the report.
6. TOTALS: Complete this section only if you are filing an Annual Report. If you are not filing
an Annual Report, go to section 7.
Line 1. Enter the total amount of unexpended political contributions and assets that you
maintained as of December 31 of the previous year. (Note: Unlike other reports, you are
not required to also disclose the total amount of expenditures entered in this Unexpended
Contributions report. You are only required to disclose your unexpended balance as of
December 31.)
Line 2. Enter the total amount of interest and other income earned on unexpended
political contributions and assets during the previous year ending December 31.
7. SIGNATURE: Complete this section only after you have completed all other appropriate
sections and schedules. You must always sign a report that you file. You must complete this
section even if you have no schedules to attach. ONLY THE CANDIDATE OR
OFFICEHOLDER FILING THE REPORT MAY SIGN THE AFFIDAVIT.
If you are using the paper form, fill this section out by hand after you finish the rest of this
report. You have the option to either: (1) take the completed form to a notary public where
you will sign above the first line that says “Signature of Candidate/Officeholder” (an
electronic signature is not acceptable) and your signature will be notarized, or (2) sign
above both lines that say “Signature of Candidate/Officeholder (Declarant)” (an electronic
signature is not acceptable), and fill out the unsworn declaration section.
Form C/OH-UC – Instruction Guide
Texas Ethics Commission Page 4 Revised 7/1/2025
PAGE 2
8.C/OH (CANDIDATE/OFFICEHOLDER) NAME: Enter your full name as you did on
Form C/OH-UC, Page 1.
9.FILER ID: If you are filing with the Commission, enter your filer ID number. If you do not
file with the Commission, you are not required to enter a filer ID number.
10.DATE: Enter the date the expenditure was made.
Credit Card Expenditures: There is a special reporting rule for expenditures
made by credit card. The date of a credit card expenditure is either the date of the
charge or the date the credit card statement is received. A filer can never go wrong
by disclosing the date of the expenditure as the date of the charge.
11.PAYEE NAME: Enter the full name of the payee. If the payee is an individual, enter the full
name, first, last, and suffix (Jr., III, etc.) if applicable (title is optional). If the payee is an
entity, enter the full name of the entity.
12.PAYEE ADDRESS: Enter the complete address of the payee.
13.AMOUNT: Enter the exact amount of the expenditure payment.
14.PURPOSE OF EXPENDITURE: Enter a brief statement or description of the expenditure.
The brief statement or description must include the item or service purchased and must be
sufficiently specific to make the reason for the expenditure clear.
“Check if Travel Outside of Texas” box: The law requires detailed information regarding
in-kind contributions and political expenditures for travel outside of Texas. This information
should be reported on Schedule T and attached to this form. Schedule T can be found on the
Commission's website at https://www.ethics.state.tx.us/forms/Schedule_T.pdf.
15.IS THE EXPENDITURE A CONTRIBUTION TO A CANDIDATE,
OFFICEHOLDER, OR POLITICAL COMMITTEE? If the expenditure was a
contribution to a candidate, officeholder, or political committee, check the “Yes” box. If you
check “Yes,” you must file an additional report for this expenditure on Form AS IF-SPAC.
See the “Extra Reporting For Contribution To Candidate Or Political Committee”
section in the General Instructions for this form.
If the expenditure was not a contribution to a candidate, officeholder, or political committee,
check the “No” box.
TEXAS ETHICS COMMISSION
CHAPTER 258, ELECTION CODE
FAIR CAMPAIGN PRACTICES
Effective September 1,
1997 (Revised 9/1/2023)
Texas Ethics Commission, P.O. Box 12070, Austin, Texas 78711
www.ethics.state.tx.us
(512) 463-5800 • TDD (800) 735-2989
Promoting Public Confidence in Government
Table of Contents
CHAPTER 258, ELECTION CODE
FAIR CAMPAIGN PRACTICES
TABLE OF CONTENTS
Chapter 258. Fair Campaign Practices ....................................................................................... 1
Sec. 258.001. Short Title ............................................................................................................ 1
Sec. 258.002. Purpose ................................................................................................................ 1
Sec. 258.003. Delivery Of Copy Of Code.................................................................................. 1
Sec. 258.004. Text Of Code ....................................................................................................... 1
Sec. 258.005. Forms ................................................................................................................... 2
Sec. 258.006. Acceptance And Preservation Of Copies ............................................................ 2
Sec. 258.007. Subscription To Code Voluntary ......................................................................... 2
Sec. 258.008. Indication On Political Advertising ..................................................................... 3
Sec. 258.009. Civil Cause Of Action ......................................................................................... 3
Texas Ethics Commission Page ii Revised 9/1/2023
Chapter 258, Election Code
Texas Ethics Commission Page 1 Revised 9/1/2023
ELECTION CODE
TITLE 15. REGULATING POLITICAL FUNDS AND CAMPAIGNS
CHAPTER 258. FAIR CAMPAIGN PRACTICES
Sec. 258.001. SHORT TITLE. This chapter may be cited as the Fair Campaign
Practices Act.
Sec. 258.002. PURPOSE.
(a)The purpose of this chapter is to encourage every candidate and political committee
to subscribe to the Code of Fair Campaign Practices.
(b) It is the intent of the legislature that every candidate and political committee that
subscribes to the Code of Fair Campaign Practices will follow the basic principles of decency,
honesty, and fair play to encourage healthy competition and open discussion of issues and
candidate qualifications and to discourage practices that cloud the issues or unfairly attack
opponents.
Sec. 258.003. DELIVERY OF COPY OF CODE.
(a) When a candidate or political committee files its campaign treasurer appointment,
the authority with whom the appointment is filed shall give the candidate or political committee
a blank form of the Code of Fair Campaign Practices and a copy of this chapter.
(b) The authority shall inform each candidate or political committee that the candidate
or committee may subscribe to and file the code with the authority and that subscription to the
code is voluntary.
Sec. 258.004. TEXT OF CODE. The Code of Fair Campaign Practices reads as
follows:
CODE OF FAIR CAMPAIGN PRACTICES
There are basic principles of decency, honesty, and fair play that every candidate and
political committee in this state has a moral obligation to observe and uphold, in order that, after
vigorously contested but fairly conducted campaigns, our citizens may exercise their
constitutional rights to a free and untrammeled choice and the will of the people may be fully
and clearly expressed on the issues.
THEREFORE:
(1) I will conduct the campaign openly and publicly and limit attacks on my
opponent to legitimate challenges to my opponent's record and stated positions on issues.
(2) I will not use or permit the use of character defamation, whispering
campaigns, libel, slander, or scurrilous attacks on any candidate or the candidate's personal or
family life.
Chapter 258, Election Code
Texas Ethics Commission Page 2 Revised 9/1/2023
(3) I will not use or permit any appeal to negative prejudice based on race, sex,
religion, or national origin.
(4) I will not use campaign material of any sort that misrepresents, distorts, or
otherwise falsifies the facts, nor will I use malicious or unfounded accusations that aim at
creating or exploiting doubts, without justification, as to the personal integrity or patriotism of
my opponent.
(5) I will not undertake or condone any dishonest or unethical practice that tends
to corrupt or undermine our system of free elections or that hampers or prevents the full and free
expression of the will of the voters, including any activity aimed at intimidating voters or
discouraging them from voting.
(6) I will defend and uphold the right of every qualified voter to full and equal
participation in the electoral process, and will not engage in any activity aimed at intimidating
voters or discouraging them from voting.
(7) I will immediately and publicly repudiate methods and tactics that may
come from others that I have pledged not to use or condone. I shall take firm action against any
subordinate who violates any provision of this code or the laws governing elections.
I, the undersigned, candidate for election to public office in the State of Texas or
campaign treasurer of a political committee, hereby voluntarily endorse, subscribe to, and
solemnly pledge myself to conduct the campaign in accordance with the above principles and
practices.
VOID – COPY ONLY - VOID1
_____________ ____________________
Date Signature
Sec. 258.005. FORMS. The commission shall print copies of the Code of Fair
Campaign Practices and shall supply the forms to the authorities with whom copies of the code
may be filed in quantities and at times requested by the authorities.
Sec. 258.006. ACCEPTANCE AND PRESERVATION OF COPIES.
(a) An authority with whom a campaign treasurer appointment is filed shall accept each
completed copy of the code submitted to the authority that is properly subscribed to by a
candidate or the campaign treasurer of a political committee.
(b) Each copy of the code accepted under this section shall be preserved by the
authority with whom it is filed for the period prescribed for the filer's campaign treasurer
appointment.
Sec. 258.007. SUBSCRIPTION TO CODE VOLUNTARY. The subscription to the
Code of Fair Campaign Practices by a candidate or a political committee is voluntary.
1 This document is a copy of chapter 258, Election Code. To subscribe to the Code of Fair Campaign Practices, a
candidate or campaign treasurer of a political committee must submit Texas Ethics Commission FORM CFCP, not a
signed copy of this document.
Chapter 258, Election Code
Texas Ethics Commission Page 3 Revised 9/1/2023
Sec. 258.008. INDICATION ON POLITICAL ADVERTISING. A candidate or a
political committee that has filed a copy of the Code of Fair Campaign Practices may so indicate
on political advertising in a form to be determined by the commission.
Sec. 258.009. CIVIL CAUSE OF ACTION. This chapter does not create a civil
cause of action for recovery of damages or for enforcement of this chapter.
POLITICAL ADVERTISING
What You Need to Know
The Texas Election Code requires certain disclosures and notices on political advertising. The
law also prohibits certain types of misrepresentation in political advertising and campaign
communications. This brochure explains what you need to know to insure that your political
advertising and campaign communications comply with the law.
If you are not sure what the law requires, do the cautious thing. Use the political advertising
disclosure statement whenever you think it might be necessary, and do not use any possibly
misleading information in political advertising or a campaign communication. If you are using
political advertising or campaign communications from a prior campaign, you should check to
see if the law has changed since that campaign.
Candidates for federal office should check with the Federal Election Commission at (800) 424-
9530 for information on federal political advertising laws.
NOTICE: This guide is intended only as a general overview of the
disclosure statements that must appear on political advertising as required under
Chapter 255 of the Election Code, which is distinct from political reporting
requirements under Chapter 254 of the Election Code.
Texas Ethics Commission
P.O. Box 12070
Austin, Texas 78711-2070
(512) 463-5800
TDD (800) 735-2989
Visit us at www.ethics.state.tx.us.
Revised July 16, 2019
Political Advertising—What You Need to Know
Texas Ethics Commission Page 1 Revised 07/16/2019
REQUIRED DISCLOSURE ON POLITICAL ADVERTISING
I. What Is Political Advertising?
The disclosure statement and notice requirements discussed in this section apply to “political
advertising.” In the law, “political advertising” is a specifically defined term. Do not confuse this
special term with your own common-sense understanding of advertising.
To figure out if a communication is political advertising, you must look at what it says and where
it appears. If a communication fits in one of the categories listed in Part A (below) and if it fits in
one of the categories listed in Part B (below), it is political advertising.
Part A. What Does It Say?
1. Political advertising includes communications supporting or opposing a candidate for
nomination or election to either a public office or an office of a political party (including
county and precinct chairs).
2. Political advertising includes communications supporting or opposing an officeholder, a
political party, or a measure (a ballot proposition).
Part B. Where Does It Appear?
1. Political advertising includes communications that appear in pamphlets, circulars, fliers,
billboards or other signs, bumper stickers, or similar forms of written communication.
2. Political advertising includes communications that are published in newspapers, magazines,
or other periodicals in return for consideration.
3. Political advertising includes communications that are broadcast by radio or television in
return for consideration.
4. Political advertising includes communications that appear on an Internet website.
II. When Is a Disclosure Statement Required?
The law provides that political advertising that contains express advocacy is required to include a
disclosure statement. The person who causes the political advertising to be published,
distributed, or broadcast is responsible for including the disclosure statement.
The law does not define the term “express advocacy.” However, the law does provide that
political advertising is deemed to contain express advocacy if it is authorized by a candidate, an
agent of a candidate, or a political committee filing campaign finance reports. Therefore, a
disclosure statement is required any time a candidate, a candidate’s agent, or a political
committee authorizes political advertising.
Political Advertising—What You Need to Know
Texas Ethics Commission Page 2 Revised 07/16/2019
The precise language of political advertising authorized by someone other than a candidate, the
candidate’s agent, or a political committee will determine if the advertising contains express
advocacy and is therefore required to include a disclosure statement. Generally, the question is
whether the communication expressly advocates the election or defeat of an identified candidate,
or expressly advocates the passage or defeat of a measure, such as a bond election. The inclusion
of words such as “vote for,” “elect,” “support,” “defeat,” “reject,” or “Smit h for Senate” would
clearly constitute express advocacy, but express advocacy is not limited to communications that
use those words. Similar phrases, such as “Cast your ballot for X,” would also constitute express
advocacy. Additionally, in 2007, the United States Supreme Court held that an advertisement
included express advocacy or its functional equivalent “if the ad is susceptible to no reasonable
interpretation other than as an appeal to vote for or against a specific candidate.” FEC v. Wis.
Right to Life, Inc., 551 U.S. 449 (2007). It is a question of fact whether a particular
communication constitutes express advocacy. If you are not sure whether political advertising
contains express advocacy, do the cautious thing and include the disclosure statem ent. That way,
there is no need to worry about whether you have violated the law.
Remember: The concept of “express advocacy” is relevant in determining whether political
advertising is required to include a disclosure statement. However, the political advertising laws
governing the right-of-way notice, misrepresentation, and use of public funds by political
subdivisions will apply to political advertising regardless of whether the advertising contains
express advocacy.
III. What Should the Disclosure Statement Say?
A disclosure statement must include the following:
1. the words “political advertising” or a recognizable abbreviation such as “pol. adv.”; and
2. the full name of one of the following: (a) the person who paid for the political advertising; (b) the
political committee authorizing the political advertising; or (c) the candidate or specific-purpose
committee supporting the candidate, if the political advertising is authorized by the candidate.
The disclosure statement must appear on the face of the political advertising or be clearly spoken
if the political advertising is audio only and does not include written text.
The advertising should not be attributed to entities such as “Committee to Elect John Doe” unless a
specific-purpose committee named “Committee to Elect John Doe” has filed a campaign treasurer
appointment with the Ethics Commission or a local filing authority.
IV. Are There Any Exceptions to the Disclosure Statement Requirement?
The following types of political advertising do not need the disclosure statement:
1. t-shirts, balloons, buttons, emery boards, hats, lapel stickers, small magnets, pencils, pens,
pins, wooden nickels, candy wrappers, and similar materials;
2. invitations or tickets to political fundraising events or to events held to establish support for a
candidate or officeholder;
Political Advertising—What You Need to Know
Texas Ethics Commission Page 3 Revised 07/16/2019
3. an envelope that is used to transmit political advertising, provided that the political
advertising in the envelope includes the disclosure statement;
4. circulars or fliers that cost in the aggregate less than $500 to publish and distribute;
5. political advertising printed on letterhead stationery, if the letterhead includes the name of
one of the following: (a) the person who paid for the advertising, (b) the political committee
authorizing the advertising, or, (c) the candidate or specific-purpose committee supporting
the candidate, if the political advertising is authorized by the candidate. (Note: There is also
an exception for holiday greeting cards sent by an officeholder, provided that the
officeholder’s name and address appear on the card or the envelope.)
6. postings or re-postings on an Internet website if the person posting or re-posting is not an
officeholder, candidate, or political committee and did not make an expenditure exceeding
$100 in a reporting period for political advertising beyond the basic cost of hardware
messaging software and bandwidth;
7. an Internet social media profile webpage of a candidate or officeholder, if the webpage
clearly and conspicuously displays the full name of the candidate or officeholder; and
8. postings or re-postings on an Internet website if the advertising is posted with a link to a
publicly viewable Internet webpage that either contains the disclosure statement or is an
Internet social media profile webpage of a candidate or officeholder that clearly and
conspicuously displays the candidate’s or officeholder’s full name.
V. What Should I Do If I Discover That My Political Advertising Does Not Contain a
Disclosure Statement?
The law prohibits a person from using, causing or permitting to be used, or continuing to use
political advertising containing express advocacy if the person knows it does not include the
disclosure statement. A person is presumed to know that the use is prohibited if the Texas Ethics
Commission notifies the person in writing that the use is prohibited. If you receive notice from
the Texas Ethics Commission that your political advertising does not comply with the law, you
should stop using it immediately.
If you learn that a political advertising sign designed to be seen from the road does not contain a
disclosure statement or contains an inaccurate disclosure statement, you should make a good
faith attempt to remove or correct those signs that have been distributed. You are not required to
attempt to recover other types of political advertising that have been distributed with a missing or
inaccurate disclosure statement.
VI. The Fair Campaign Practices Act.
The Fair Campaign Practices Act sets out basic rules of decency, honesty, and fair play to be
followed by candidates and political committees during a campaign. A candidate or political
committee may choose to subscribe to the voluntary code by signing a copy of the code and
filing it with the authority with whom the candidate or committee is required to file its campaign
Political Advertising—What You Need to Know
Texas Ethics Commission Page 4 Revised 07/16/2019
treasurer appointment. A person subscribing to the code may indicate that fact on political
advertising by including the following or a substantially similar statement:
(Name of the candidate or political committee, as appropriate) subscribes to the
Code of Fair Campaign Practices.
VII. Special Notice to Political Subdivisions and School Districts.
You may not use public funds or resources for political advertising. Please see our “Publications
and Guides” section of our website for more information.
ROAD SIGNS
I. When Is the “Right-Of-Way” Notice Required?
All written political advertising that is meant to be seen from a road must carry a “right -of-way”
notice. It is a criminal offense to omit the “right-of-way” notice in the following circumstances:
1.if you enter into a contract or agreement to print or make written political advertising meant
to be seen from a road; or
2.if you instruct another person to place the written political advertising meant to be seen from
a road.
II. What Should the “Right-Of-Way” Notice Say?
Section 259.001 of the Texas Election Code prescribes the exact language of the notice:
NOTICE: IT IS A VIOLATION OF STATE LAW (CHAPTERS 392 AND 393,
TRANSPORTATION CODE) TO PLACE THIS SIGN IN THE RIGHT-OF-
WAY OF A HIGHWAY.
III. Do Yard Signs Have to Have the “Right-Of-Way” Notice?
Yes. The “right-of-way” notice requirement applies to signs meant to be seen from any road. The
notice requirement assures that a person responsible for placing signs is aware of the restriction
on placing the sign in the right-of-way of a highway.
IV. What About Bumper Stickers?
Bumper stickers do not need the “right-of-way” notice. They do, however, need a political
advertising disclosure statement.
V. Where May I Place My Signs and How Long May Signs Be Posted?
For information about exactly where you may or may not place signs, or for information
regarding the length of time your signs may be posted, check with your city or county
government or your homeowner’s association. The Texas Ethics Commission does not have
Political Advertising—What You Need to Know
Texas Ethics Commission Page 5 Revised 07/16/2019
jurisdiction over matters involving the location of signs, and the length of time that they may be
posted.
MISREPRESENTATION
I. Are There Restrictions on the Contents of Political Advertising?
Political advertising and campaign communications may not misrepresent a person’s identity or
official title, nor may they misrepresent the true source of the advertising or communication. The
election law does not address other types of misrepresentation in political advertising or
campaign communications.
Note that the misrepresentation rules apply to both political advertising and campaign
communications. “Campaign communication” is a broader term than “political advertising.”
A “campaign communication” means “a written or oral communication relating to a campaign
for nomination or election to public office or office of a political party or to a campaign on a
measure.”
II. Misrepresentation of Office Title.
A candidate may not represent that he or she holds an office that he or she does not hold at the
time of the representation. If you are not the incumbent in the office you are seeking, you
must make it clear that you are seeking election rather than reelection by using the word
“for” to clarify that you don’t hold that office. The word “for” must be at least one-half the
type size as the name of the office and should appear immediately before the name of the office.
For example, a non-incumbent may use the following formats:
A non-incumbent may not be allowed to use the following verbiage:
Vote John Doe
for Attorney General
John Doe
For
Attorney General
Elect John Doe
Attorney General
John Doe
Attorney General
Political Advertising—What You Need to Know
Texas Ethics Commission Page 6 Revised 07/16/2019
III. Misrepresentation of Identity or Source.
A person violates the law if, with intent to injure a candidate or influence the result of an
election, the person misrepresents the source of political advertising or a campaign
communication or if the person misrepresents his or her own identity or the identity of his or her
agent in political advertising or in a campaign communication. (If someone else is doing
something for you, that person is your agent.) For example, you may not take out an ad in favor
of your opponent that purports to be sponsored by a notoriously unpopular group.
IV. Use of State Seal.
Only current officeholders may use the state seal in political advertising.
V. Criminal Offenses.
Be aware that many violations of the Election Code are criminal offenses. For example,
unlawfully using public funds for political advertising can be a Class A misdemeanor. So can
misrepresenting one’s identity or office title in political advertising. For more details on these
offenses and political advertising in general, see Chapter 255 of the Election Code.
City of Schertz UDC – Sec. 21.11.5 Exempted Signs
Created: 2025-10-24 11:19:08 [EST]
(Supp. No. 10)
Page 1 of 1
Sec. 21.11.5. Exempted Signs.
The following types of signs or sign work are exempt from the permit requirements of this Article provided
exemptions does not violate any other provisions of this Article or this UDC:
A. Governmental Signs. Any sign indicating public facilities, public works projects, public services, or other
places, events, persons, products, goods, programs, activities or institutions conducted by the Federal,
State or any local government.
B. Political Signs. A sign pertaining to any national, state, county or local election, or issue and erected for
the purpose of announcing a political candidate, political party or ballot measure, or a position on a
political issue.
C. Railway Signs. Any sign within the railway right-of-way placed and maintained in reference to the
operation of such railway.
D. Utility Signs. Any sign marking utility or underground communications or transmission lines.
E. Vehicle Signs. Any sign placed on or affixed to vehicles and/or trailers where the sign is incidental to the
primary use of the vehicle or trailer as a form of transportation and which identifies the business,
products, or services with which the vehicle and/or trailer is related.
F. Flags. Official flags of governmental jurisdictions or non-profit organizations. Nothing in this Article
shall be construed to prevent the display of a national or state flag or to limit flags, insignias, or legal
notices or informational, directional or traffic signs which are legally required and necessary to the
essential functions of governmental agencies. Flag poles shall not exceed thirty -five (35) feet in height.
G. Warning Signs. Signs warning the public of the existence of danger but containing no advertising
material.
H. Street Address Signs. Address signs containing only numeric addresses and street names.
I. Holiday Signs. Any temporary sign promoting the celebration of a holiday and containing no
commercial advertising.
J. Plaques. Any commemorative sign of a recognized historical society or organization.
K. Menu Board Signs. A maximum of two (2) menu board signs, each with a maximum of thirty-two (32)
square feet in area, shall be allowed per drive through service restaurant or restaurant drive -up
window or similar drive through business. Structural and electrical elements will still require review
from the City Manager or his/her designee.
L. Minor Repairs and Maintenance. Minor repair work to any sign, including the replacement of lamps or
the connection of approved portable electrical equipment to approved permanently installed
receptacles, painting or other similar exterior maintenance of a sign structure so long as no s tructural
alterations are made to the sign.
M. Murals. A graphic displayed on the exterior of a building for decoration or artistic expression. Shall not
include text, logos, or images advertising or indicating a service or product.
N. Directional Signs: Any on-premise sign that directs the movement of traffic on private property within
developments. Directional signs shall be located in a manner where they will not interfere with the safe
movement of vehicles or pedestrians and shall not be located within any visibility triangle. Cannot be
greater than twelve (12) square feet in area.
(Ord. No. 25-S-024, Exh. C, 6-17-2025)
11-07-2024se
Standard Opera�ng Procedures for Dealing with
Poli�cal Signs in the Public ROW or on City Property
City Owned Property Being Used for the County’s Early and Elec�on Day
Polling Loca�ons
The Poli�cal Sign Standard Opera�ng Procedures for dealing with poli�cal signs in the public ROW or on
city property will help candidates during the elec�on season. A map is also atached to show where
candidates can place their poli�cal signs on the city owned property in the marked green areas.
Neighborhood Services will also be provided with a copy of this SOP and map.
The City Secretary’s office will monitor, document, remove and transfer to Neighborhood Services, to
hold, any poli�cal signs (for 5 days) found to be in viola�on and as a courtesy will no�fy the candidates
(if possible) and inform them of how to retrieve their poli�cal signs.
Only poli�cal signs on H-frame metal stands are permited on city-owned property. Signs must be no
larger than 24 x 18 inches in size and the limit is 3 signs per candidate on city property.
Pop-up canopies or tents may not be used on city property during early vo�ng and elec�on day. Vehicles
with candidate signage or vehicle wrap may be parked on designated city property on elec�on day.
For Early Vo�ng/Elec�on Day site: Poli�cal signs may not be placed on City owned property before 5:00
pm the Friday prior to early vo�ng. All poli�cal signs must be removed by 5:00 p.m. the day a�er the
elec�on. Poli�cal signs that are not removed by then will be removed and disposed of by Neighborhood
Service Staff .
For Elec�on Day only site: Poli�cal signs may not be placed on City owned property before 5:00 pm the
Friday prior to the elec�on day. All poli�cal signs must be removed by 5:00 p.m. the day a�er the
elec�on. Poli�cal signs that are not removed by then will be removed and disposed of by Neighborhood
Service Staff .
If there is a Runoff elec�on resul�ng from the Elec�on Day results, runoff candidates must remove their
signs from city property the day a�er the original elec�on. If city property is the early vote site and/or
elec�on day for the Runoff Elec�on, candidates may place their signs on city property a�er 5:00 pm the
Friday prior to early vo�ng/elec�on day. All poli�cal signs must be removed by 5:00 p.m. the day a�er
the elec�on. Poli�cal signs that are not removed by then will be removed and disposed of by
Neighborhood Service Staff .
Removal of Signs within the City Right-of-Way and City Owned Property
Neighborhood Services will track these in Cityview.
For Poli�cal Signs that are clearly located within the Right-of-way, Neighborhood Services Staff will
immediately remove and hold the sign and inform the City Secretary’s Office will no�fy the candidate (if
possible) as a courtesy that the sign was removed and that it will be held for 5 days to be retrieved and
will be disposed of a�er that �me period.
For Poli�cal Signs that are clearly located on property that a reasonable person would know is City
owned, such as developed Parks, City Facili�es, etc., except for within the defined area of a polling
11-07-2024se
loca�on on City property as noted above, Neighborhood Services Staff will immediately remove and hold
the sign and inform the City Secretary’s Office who will no�fy the candidate (if possible) as a courtesy
that the sign was removed and that it will be held for 5 days to be retrieved but will be disposed of a�er
that �me period.
For Poli�cal Signs that are clearly located on City Owned property, but which the public may not be
aware is City owned property, Neighborhood Services Staff will immediately remove and hold the sign
and inform the City Secretary’s Office who will no�fy the candidate (if possible) as a courtesy that the
sign was removed and that it will be held for 5 days to be retrieved but will be disposed of a�er that �me
period.
For signs that Neighborhood Services Staff believes to be in the City Right-of-Way or on City Owned
Property, but cannot defini�vely prove, Neighborhood Services Staff will no�fy the City Secretary’s
Office who will ask the Candidate or adjacent property owner to provide evidence that the sign is not in
the City Owned Right-of-Way or on City Owned Property. If such evidence is not provided within 24
hours, Neighborhood Services Staff will remove the sign and inform the City Secretary’s Office who will
no�fy the candidate (if possible) as a courtesy that the sign was removed and that it will be held for 5
days to be retrieved but will be disposed of a�er that �me period.
City Code Reference Regarding Poli�cal Signs
City of Schertz UDC:
Sec. 21.11.5. Exempted Signs.
The following types of signs or sign work are exempt from the permit requirements of this Article
provided, however, that the exemption from the permit requirements of this Article shall not be deemed to
grant authorization for any work to be done in any manner in violation of the provisions of this Article or
any other laws, ordinances, codes or regulations of the City:
B. Political Signs
Sec. 21.11.6. Prohibited Signs.
E. Over Public Property or Public Right-of-Way. It shall be prohibited to erect or display any type of sign
on or over public ROW or other public property, unless the same is erected by the City, County, State or
other authorized governmental agency, or with the permission of the City (in its sole discretion), for
public purposes.
Sec. 21.11.7. Removal of Signs.
D. Signs in Right-of-Way and/or Public Property. Any sign that is erected, constructed, or otherwise
located within or upon public right-of-way or on public property may be removed by City personnel and
disposed of immediately. The City is not required to notify the owner of the sign of its removal and
disposal.
Schertz, Texas, Code of Ordinances
VOLUME I PART I CHARTER
Schertz, Texas, Code of Ordinances
Page 1 of 15
VOLUME I
PART I
CHARTER1
PREAMBLE
The citizens of the City of Schertz, in the Counties of Guadalupe, Bexar and Comal, State of Texas, being
aware that their community is becoming ever larger and more prosperous and that ever increasing growth and
prosperity are certain, desire to plan, regulate and control the affairs of the City to the fullest extent possible
under the Constitution and general laws of this State. In this spirit, the citizens of the City of Schertz do hereby
ordain this the Charter of the City of Schertz and accept the duties and responsibilities which it imposes and the
privileges which it grants.
ARTICLE I. NAME OF CITY AND BOUNDARIES
Sec. 1.01. Name.
Those persons residing within the limits of the City, as those limits now are or as they may be in the future
changed, are hereby constituted and shall continue to be a municipal body politic to exist in perpetuity under the
name "CITY OF SCHERTZ" hereinafter referred to as the "City".
Sec. 1.02. Boundaries; Extension, Annexation and Disannexation.
(a) Boundaries. The bounds and limits of the City are hereby established and described as those which exist
under authority of the current City ordinances and displayed on a map maintained by the City Secretary and
those boundaries established and changed hereafter as provided; such map to be maintained hereafter by
the City Manager and maintained in a public place.
(b) Extension of Boundaries; Annexation of Territory. The City Council shall have the power by ordinance to
annex territory in accordance with State Law, thereby extending and enlarging the bounds and limits of the
City.
1Editor's note(s)— The City's Home Rule Charter is set out herein as adopted by the people at an election held on
November 5, 2024. Previously, the Charter had been adopted by an election held November 3, 2015 as
amended by elections on April 6, 1974, as amended by elections on April 7, 1979, May 6, 1989, May 7, 1994,
and May 3, 1997. Elections adopting amendments on May 13, 2006, November 4, 2008, and November 6,
2012 were canvassed and declared adopted by Ord. No. 15-M-15 adopted May 12, 2015. The parenthetical
note at the end of certain sections indicates the election(s) at which that section was amended. The original
arrangement, numbering system, article headings, section catchlines and subcatchlines have been retained.
Obvious misspellings have been corrected without notation. For stylistic purposes, a uniform system of
headings, catchlines and citations to state statutes has been used. Additions made for clarity are indicated by
brackets.
Page 2 of 15
(c) Disannexation. Any area hereafter annexed under this Charter and the law of this State may be disannexed
as follows:
i. Prior to disannexing any property of the City a public hearing shall held before both the City's Planning
and Zoning commission and City Council on the proposed disannexation.
ii. Before the 10th day before the hearing date before the Planning and Zoning Commission, written
notice of the public hearing shall be sent to each owner, as indicated by the most recently approved
municipal tax roll, of real property within 1000 feet of the area to be disannexed. The notice may be
served by its deposit in the United States mail, properly addressed with postage paid.
iii. Not later than 30 days after the completion of the public hearing by the Planning and Zoning
Commission the City Council shall hold a public hearing on the proposed disannexation. Before the
15th day before the date of the public hearing, a general description of the property to be disann exed
and notice of the time and place of the hearing must be published in an official newspaper or a
newspaper of general circulation in the City.
iv. Not later than 30 days after the completion of the public hearing conducted by City Council the City
Council may adopt an ordinance disannexing the property. A metes and bounds description of the
property shall be attached to the ordinance as an exhibit.
ARTICLE II. POWERS OF THE CITY
Sec. 2.01. General Powers.
The City shall have all the powers granted to cities by the Constitution and general laws of the State together
with all of the implied powers necessary to execute such granted powers.
ARTICLE III. FORM OF GOVERNMENT
Sec. 3.01. Establishment.
The municipal government provided by this Charter shall consist of a Mayor and Councilmembers, elected by
the people and responsible to the people, and a City Manager, appointed by and responsible to the City Council for
proper administration of the affairs of the City. Pursuant to its provisions and subject only to the limitations
imposed by the Constitution and general laws of the State and by this Charter, all powers of the City shall be
vested in the elected Mayor and Councilmembers, who shall enact local legislation, adopt budgets and determine
policies.
ARTICLE IV. THE CITY COUNCIL
Sec. 4.01. Number, Selection and Term.
The City Council shall be composed of the Mayor and seven Councilmembers. The Mayor and all
Councilmembers shall be elected from the City at large. Subject to Section 4.06(c), the Mayor and Councilmembers
shall be elected in the manner provided in Section 9.01 of this Charter for three-year terms. Each Councilmember
shall occupy a position on the City Council, such positions being numbered Place One through Place Seven.
Page 3 of 15
Sec. 4.02. Qualifications.
The Mayor and each Councilmember must have attained the age of eighteen or older on the first day of the
term of office applied for, be a registered voter of the City of Schertz, and have been a resident of the City for at
least twelve consecutive months immediately preceding the deadline for filing for an application for a place on the
ballot.
Sec. 4.03. Judge of Election Qualifications.
The City Council is the final judge of all elections and the qualifications of its members and any other elected
officials of the City.
Sec. 4.04. Compensation.
Members of the City Council shall serve with such compensation as determined by the City Council. An
increase in compensation shall not be effective for any member of the City Council during the term in which the
increase is effectuated. Payment of expenses incurred in performance of official duty may be appro ved by the City
Council.
Sec. 4.05. Mayor and Mayor Pro-Tem.
The Mayor shall be the official head of the City government. He or she shall be the chairman and shall
preside at all meetings of the City Council. The Mayor may vote only in the event of a tie. He or she shall, unless
another signatory is otherwise designated by the City Council, sign all official documents such as ordinances,
resolutions, conveyances, grant agreements, contracts, and bonds. He or she shall appoint special committees as
instructed by City Council, with committee membership to be composed of nominees by the City Council. He or
she shall perform such other duties consistent with this Charter or as may be imposed upon him or her by City
Council. The Mayor shall not have veto powers.
The Mayor Pro-Tem shall be a Councilmember appointed by the City Council for a term and pursuant to
procedures established by the City Council from time to time. The Mayor Pro -Tem shall act as Mayor during the
absence or disability of the Mayor and in this capacity shall have the rights conferred upon the Mayor. While acting
as Mayor, the Mayor Pro-Tem may vote on any matter before the City Council.
Sec. 4.06. Vacancies, Forfeiture, Filling of Vacancies.
(a) Vacancies. The office of a Councilmember or the office of the Mayor shall become vacant upon his or her
death, removal from office in any manner authorized by law, or forfeiture of his or her office as provided for
in this Charter.
(b) Forfeiture. The Mayor or a Councilmember shall forfeit his or her office upon:
(1) Final conviction of a felony or of an offense involving moral turpitude, a violation of any state laws
regulating conflicts of interest of municipal officers, or is assessed a deferred adjudication or probation
for any state laws regulating conflicts of interest of municipal officers.
(2) Ceasing to be a resident of the City.
(3) Failure to regularly attend City Council meetings without an approved absence obtained by a majority
vote by City Council either before or after the absence. There shall be a presumption of failure to
regularly attend when three (3) regular meetings are missed during a term year without obtaining an
approved absence from City Council.
Page 4 of 15
(4) A determination by City Council of the inability or unfitness to promptly and properly discharge official
duties because of a serious mental or physical defect that did not exist at the time of election.
(c) Filling Vacancies. In the event of a single vacancy in the City Council, if there are 365 days or more remaining
on the term of the vacated City Council position, the City Council shall call a special election to fill such
vacancy. If there are less than 365 days remaining in the term of the vacated City Council position, the City
Council may, by majority vote of the remaining Councilmembers, at its discretion appoint a new Mayor or
Councilmember to fill such vacancy or call a special election to fill such vacancy.
Sec. 4.07. Prohibitions.
(a) Holding other Office. No Mayor or Councilmember shall hold any compensated City office, nor hold
employment with the city until two (2) years after the expiration of the term for which he or she was elected
to the City Council.
(b) Appointments and Removals. Neither the City Council nor any of its members shall in any manner dictate the
appointment or removal of any City administrative officer or employee whom the City Manager or any of his
or her subordinates are empowered to appoint, unless otherwise provided in this Charter, but the City
Council may express its views and fully and freely discuss with the City Manager anything pertaining to
appointment and removal of such officers and employees.
(c) Interference with Administration. Except for the purpose of inquiries, unless otherwise provided in this
Charter, the City Council or its members shall deal with City officers and employees who are subject to the
direction and supervision of the City Manager solely through the City Manag er, and neither the City Council
nor its members shall give orders to any such officer or employee, either publicly or privately.
(d) Admission of Liability. Neither the City Council nor any of its members shall accept or admit liability or pay
any claim for damages asserted against the City without first obtaining a written opinion from the City
Attorney regarding the City's liability therein.
(e) Conflicts of Interest. It is hereby prohibited for the Mayor or Council Member or a City Official to violate the
rules and regulations regarding conflicts of interests as set out in the Texas Local Government Code, Chapter
171 as amended or its successor. For purposes of this Section term "City Official" means any individual
subject to the requirements of Texas Local Government Code, Chapter 171 as amended or its successor.
(f) Attorney Client Privilege. It shall be unlawful for the Mayor or a Council Member to release any attorney -
client privileged communication. The City Council as the governing body of the City solely holds and is
entitled to the attorney client-privilege and it may only be waived by an affirmative vote of two-thirds of the
City Council.
Sec. 4.08. Powers of the City Council.
All City powers shall be vested in the City Council, except as otherwise provided by law or this Charter.
Sec. 4.09. Meetings and Procedure.
(a) Date, Time, Place, and Notice. The City Council shall meet at least once each month at a time and place
prescribed by ordinance. Special meetings may be called by the Mayor, the City Manager, or on application
of three Councilmembers. Written notice of the date, place and subject of each meeting shall be posted in
the City Hall and written notice of no less than twelve hours (two hours in the event of an emergency
meeting of the City Council) shall be given to each Councilmember.
(b) Open Meetings. Meetings shall be open to the public in accordance with applicable State law.
Page 5 of 15
(c) Quorum. Four Councilmembers (excluding the Mayor) shall constitute a quorum, and no action shall be valid
unless adopted by the affirmative vote of four or more members of the City Council. If the Mayor Pro Tem is
presiding, he or she shall be counted for purpos es of determining a quorum.
(d) Rules of Procedure. The City Council shall, by ordinance, determine its own rules and order of business,
provided, however, that the citizens of the City shall have a reasonable opportunity to be heard at any
meeting with regard to any matter relevant to the government of t he City except at such meetings of the City
Council as may be closed to the public as permitted by State law. Provision shall be made for the taking of
minutes, which minutes shall be a public record. Voting, except on procedural matters, shall be by roll call
and the ayes and nays shall be recorded in the minutes.
(e) Passage of Ordinances and Resolutions. Ordinances and resolutions shall be introduced to the City Council
only in written or printed form. The subject or subjects of all ordinances and resolutions shall be clearly
expressed in the title. Passage of any Ordinance or Resolution shall only require one reading. The enacting
clause of all ordinances shall be, "BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ , TEXAS",
and every ordinance shall be authenticated by the signature of the Mayor and the City Secretary and shall be
systematically recorded and indexed in an ordinance book in a manner approved by the City Council.
(1) Franchise ordinances. All ordinances granting, confirming, extending, renewing or amending a franchise
shall be accepted in writing by the grantees, and the full text thereof shall be placed on the City's
website for at least one week prior to final adoption of the franchise ordinance.
(2) Effective date. Every ordinance passed by the City Council shall be enrolled by the City Secretary as
soon as practicable after its passage. If the ordinance was published, he or she shall note the time and
place of publication which shall be prima facie proof of publication thereof. The affidavit by the printer
or publisher shall also be prima facie proof of the publication. Enrollment of an ordinance shall be
prima facie proof of its legal adoption and effect.
(3) Codification of ordinances. The City Council shall have the power to cause the ordinances of the City to
be corrected, amended, revised, codified and printed in code form as often as the City Council deems
advisable, and such printed code, when adopted by the City Council, shall be in full force and effect
without the necessity of publishing the same or any part thereof in a newspaper. All printed ordinances
or codes of ordinances shall be admitted as evidence in all courts without further proof and sha ll have
the same force and effect as did the original ordinance.
Sec. 4.10. Inquiry Powers.
The City Council shall have the authority to inquire into the affairs of the City and the conduct of any City
department, office, or agency.
Sec. 4.11. Council Investigations; Hearings; Process.
A. General. In addition to any other specific authority of investigation and hearing provided for in this Charter,
the City Council shall have the power to inquire into the official conduct of any department, agency,
appointed boards, office, officers, employees or appointed board members of the City. For the purpose of
investigations and hearings, the City Council shall have the power to administer oaths, subpoena witnesses,
compel the production of books, papers, and other evidence material to the inquiry . The City Council shall
provide, by ordinance, penalties for contempt in failing or refusing to obey any such subpoena or to produce
any such books, papers or other evidence. The City Council shall have the power to punish any such
contempt in the manner provided by such ordinance.
B. Hearings Process for Forfeitures of Office and Prohibitions.
1. All hearings held under this subsection shall be conducted in open session, except that the City Council
may conduct a closed session to get advice from its attorney pursuant to the Texas Open Meetings Act;
Page 6 of 15
2. The office holder subject to any investigation and/or hearing under this section shall be entitled to
written notice of the allegations of forfeiture and/or the alleged violation of this Charter as applicable;
3. A special meeting shall be called to hold the hearing;
4. A member of City Council who initiated or is the subject of the investigation or hearing shall not sit at
the dais and shall not participate in deliberations or vote;
5. City Council shall adopt by ordinance rules of procedures to be followed;
6. The City Council shall state the nature of the hearing and the allegations to be considered, shall be
provided the results of any investigation and a presentation of the evidence against the office holder
including, but not limited to testimony from individuals;
7. The individual who is subject to the hearing shall be provided an opportunity to respond to the
allegations and present any relevant evidence including, but not limited to, testimony from individuals;
8. City Council may ask questions of any individual;
9. No public comment shall be allowed;
10. In the case of an alleged forfeitures of office pursuant to Section 4.06 (b) of this Charter City Council
shall vote on the forfeiture and on the affirmative vote of two -thirds of City Council declare the office
of said office holder to be forfeited and vacant;
11. In the case of an alleged violation of Section 4.07 of this Charter City Council may, on the affirmative
vote of a majority of the City Council, take any action it determines to be appropriate including, but not
limited to, directing further investigation, requesting further information, vote to enforce a penalty
pursuant to section 12.10 of this Charter, vote to bring an action in municipal court, take a vote of
censure; or, upon the affirmative vote of two-thirds (2/3) of City Council, declare the office of said
office holder to be forfeited and vacant.
12. Unless prohibited pursuant to subsection 4 herein, the Mayor shall vote in the case of an alleged
forfeitures of office pursuant to Section 4.06 (b) of this Charter or of an alleged violation of Section
4.07 of this Charter.
ARTICLE V. CITY MANAGER
Sec. 5.01. Appointment; Qualifications; Compensation.
The City Council shall appoint a City Manager and fix his or her compensation. He or she shall be chosen on
the basis of his or her executive and administrative training, experience, ability and character. He or she need not
be a resident of the City or State at the time of his or her appointment, but he or she must agree, prior to such
appointment, to become a resident of the City. The City Manager shall serve at the will and pleasure of the City
Council. He or she shall be employed for or relieved from his or her duties by a vote of a majority of the members
of the entire City Council.
Sec. 5.02. Acting City Manager.
By letter filed with the City Secretary the City Manager shall designate, subject to approval of the City
Council, a qualified City administrative officer to exercise the powers and perform the duties of City Manager
during his or her temporary absence or disability. During any vacancy in the office of City Manager, the City Council
may appoint an Acting City Manager to perform the duties of City Manager. During such absence, disability, or
vacancy, the City Council may revoke such designation at any time and appoint another officer of the City to serve
Page 7 of 15
as Acting City Manager until the City Manager shall return or his or her disability shall cease or such vacancy is
filled.
Sec. 5.03. Powers and Duties of City Manager.
The City Manager shall be the chief administrative officer of the City. He or she shall be responsible to the
City Council for the administration of all City affairs placed in his or her charge by or under this Charter. He or she
shall have the following powers and duties:
(a) He or she shall appoint and, when he or she deems it necessary for the good of the City, suspend or
remove City employees and appointive administrative officers provided for, by or under this Charter,
except as otherwise provided by law, this Charter, or personnel rules adopted pursuant to this Charter.
He or she may authorize any administrative officer who is subject to his or her direction and
supervision to exercise these powers with respect to subordinates in that officer's department, office
or agency.
(b) He or she shall direct and supervise the administration of all departments, offices and agencies of the
City, except as otherwise provided by this Charter or by law.
(c) The City Manager or their designee shall attend all City Council meetings and shall have the right to
take part in discussion but may not vote.
(d) He or she shall see that all laws, provisions of this Charter and acts of the City Council, subject to
enforcement by him or her or by officers subject to his or her direction and supervision, are faithfully
executed.
(e) He or she shall prepare and submit the annual budget and capital program to the City Council.
(f) He or she shall submit to the City Council and make available to the public a complete report on the
finances and administrative activities of the City as of the end of each fiscal year.
(g) He or she shall make such other reports as the City Council may require concerning the operations of
City departments, offices and agencies subject to his or her direction and supervision.
(h) He or she shall keep the City Council fully advised as to the financial condition and future needs of the
City and make such recommendations to the City Council concerning the affairs of the City.
(i) He or she shall perform such other duties as are specified in this Charter or may be required by the City
Council.
(j) He or she shall keep a written inventory of all real property and all permanent equipment belonging to
the City, said inventory to be subject to annual audit.
(k) He or she shall have the authority to sign documents in the name of the City as authorized by the City
Council.
(Election of 4-7-79, 5-6-89, 5-13-06)
ARTICLE VI. OTHER DEPARTMENTS, OFFICES OR AGENCIES
Sec. 6.01. General Provisions.
(a) Creation of Departments. The City Council may continue, discontinue or establish City departments, offices
or agencies in addition to those created by this Charter and may prescribe the functions of all departments,
offices and agencies.
Page 8 of 15
(b) Direction by City Manager. All departments, offices and agencies under the direction and supervision of the
City Manager shall be administered by an officer appointed by and subject to the direction and supervision of
the City Manager. With the consent of the City Council, the City Manager may serve as the head of one or
more such departments, offices or agencies or may appoint one person as the head of two or more of them.
Sec. 6.02. Operational and Personnel Policies.
The City Manager shall be responsible for the preparation of operational and personnel policies. Personnel
policies which affect the budget and employee discipline and/or adverse actions shall be approved by City Council.
The City Council may accept and adopt such policies as proposed or may adopt them with such amendments as the
City Council deems necessary or may reject them in their entirety and direct the City Manager to further consider
the policies and present new proposals at a subsequent meeting. Operational and administrative policies shall be
approved by the City Manager but shall be provided to City Council for their information.
Sec. 6.03. City Attorney.
The City Council shall appoint a City Attorney for an indefinite term and fix his or her compensation. The City
Attorney must be a member of the State Bar of Texas. He or she shall serve as chief legal advisor to the City,
including the City Council, and, subject to applicable rules of the State Bar of Texas, the City Manager, supervisors
of City departments and other City officers and agencies. He or she shall represent the City in all legal proceedings
and shall perform any other duties prescribed by this Charter, ordinances of the City, or State laws. The City
Council may retain an additional attorney or attorneys for the City when the City Attorney is absent or as other
circumstances require.
Sec. 6.04. Judge of the Municipal Court.
The City Council shall establish a Municipal Court and shall appoint a Judge (and may appoint one or more
deputy Judges) of the Municipal Court of the City and fix his or her compensation. Sessions of the Municipal Court
shall be held at such times as may be determined by the Judge of the Municipal Court.
When the Judge is absent, disabled or unable to perform his or her duties for any cause, or his or her office
becomes vacant by reason of death, removal or resignation and no deputy Judge has been appointed, the City
Council may appoint a special Judge of said court who shall serve until the Judge of said court returns to his or her
duties or a successor is appointed and qualifies or a deputy Judge is appointed and qualifies.
Sec. 6.05. Terms of Office of City Attorney and Municipal Judge.
Neither the City Attorney nor the Judge of the Municipal Court shall have any specified term of office, but
each shall serve at the will and pleasure of the City Council. Either of such officers may be appointed to or relieved
from office by a majority vote of the City Council.
Sec. 6.06. City Secretary.
(a) The City Council shall appoint a City Secretary who shall act as Secretary of the City Council and who shall
hold office at the pleasure of the City Council. The City Secretary shall be the clerical officer of the City
Council, and shall keep the minutes, agenda, ordinances and other official records of the City Council and the
City. The City Secretary shall be the custodian of the official seal of the City and shall have such other duties
and powers prescribed in this Charter and by the City Council. The C ity Council will set the compensation for
the City Secretary. The City Secretary shall report administratively to the City Manager but may be removed
from office only by the City Council.
Page 9 of 15
(b) Upon approval by City Council of the position(s), the City Secretary may hire a deputy or deputies. The
Deputy or Deputies shall report directly to the City Secretary.
ARTICLE VII. FINANCIAL PROCEDURES
Sec. 7.01. Fiscal Year.
The fiscal year of the City shall begin on the first day of October and end on the last day of the following
September.
Sec. 7.02. Submission of Budget.
The City Manager shall submit to the City Council a budget for the ensuing fiscal year and an accompanying
message not later than fifty days prior to the beginning of each fiscal year.
Sec. 7.03. Audit.
The City Council shall cause an annual audit to be made of the books and accounts of each department of the
City and shall have an annual financial statement prepared based on the audit. A complete audit shall be made at
the end of each fiscal year, and at such other times as may be necessary, by an independent Certified Public
Accountant who shall be selected by the City Council. The annual financial statement, including the auditor's
opinion, shall be filed with the City Secretary and shall be available for public inspection. The auditor selected shall
not maintain or keep any of the City accounts or records.
ARTICLE VIII. [LEFT INTENTIONALLY BLANK]
ARTICLE IX. NOMINATIONS AND ELECTIONS
Sec. 9.01. City Elections.
(a) The regular City election shall be held annually on the uniform election date in November, or at such other
times as may be authorized or specified by State Law, at which time officers will be elected to fill those
offices which become vacant that year.
(b) The City Council shall fix the place for holding such election.
(c) The City Council may, by ordinance or resolution, order a special election, fix the date and place for holding
same, and provide all means for holding such special election.
Sec. 9.02. Candidates.
(a) Any person having the qualifications set forth for under Section 4.02 of this Charter shall have the right to file
an application to have his or her name placed on the official ballot as a candidate for any one elective office.
1. Any such application shall be in writing, signed by such candidate, and filed with the City Secretary in
accordance with the Texas Elections Code and this Charter.
Page 10 of 15
2. An application filed in accordance herewith shall entitle such applicant a place on the official ballot.
(b) A candidate of the City Council shall specify the place number or position the candidate is seeking.
(c) A filing fee of five dollars, or such other amount as may hereafter be set by the City Council, must be paid to
the City Secretary by each candidate upon presentation of his or her application. The filing fee shall be
waived if the candidate states in writing that payment thereof will constitute a financial hardship.
Sec. 9.03. Determination of Election Results.
In the event no candidate for an elective office receives a majority of the votes cast for that place in the
general or special election, a run-off election shall be held between the two (2) candidates who received the
greater number of votes. In the event a tie vote makes it impossible to determine the winning candidate or
candidates, resolution of such tie shall be decided as provided in the Texas Election Code.
Sec. 9.04. City Council Ballots.
The names of all candidates for office, except such as may have withdrawn, died or became ineligible, shall
be printed on the official ballots in the order of Mayor, Councilmember -Place One, etc., without party designation,
and the order of listing the candidates' names for each such office shall be determined in a drawing of lots
conducted by the City Secretary. Early voting shall be governed by the general election laws of the State.
Sec. 9.05. Ballots for Ordinances and Charter Amendments.
An ordinance or Charter amendment to be voted on by the City shall be presented for voting by ballot title.
The ballot title of a measure may differ from its legal title and shall be a clear, concise statement, describing the
substance of the measure without argument or prejudice. Below the ballot title shall appear the following
question: "Shall the above described (ordinance) (amendment) be adopted?" Immediately below such question
shall appear, in the following order, the words "yes" and "no". Ballots sh all include voting instructions. (Election of
5-13-06)
ARTICLE X. INITIATIVE, REFERENDUM AND RECALL
Sec.10.01. General Authority.
(a) Initiative. The qualified voters of the City shall have power to propose ordinances to the City Council. If the
City Council fails to adopt an ordinance so proposed without any change in substance, the qualified voters
shall have the power to adopt or reject it at a City election, provided that such power shall not extend to the
budget or capital program or any ordinance relating to appropriation of money, levy of taxes or salaries of
City officers or employees.
(b) Referendum. The qualified voters of the City shall have power to require reconsideration by the City Council
of any adopted ordinance. If the City Council fails to repeal an ordinance so reconsidered, the qualified
voters shall have the power to approve or reject it at a City election, provided that such power shall not
extend to the budget or capital program or any emergency ordinance or ordinance relating to appropriation
of money or levy of taxes.
(c) Recall. The qualified voters of the City shall have the power to petition for recall of the Mayor or any member
of the City Council by name and Place.
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Sec. 10.02. Commencement of Proceedings; Petitioners' Committee; Affidavit.
Any five qualified voters may commence initiative, referendum or recall proceedings by filing with the City
Secretary an affidavit stating they will constitute the petitioners' committee and will circulate the petition and file
it in proper form stating their names and addresses and specifying the address to which all notices to the
committee are to be sent and setting out in full the proposed initiative ordinance or citing the ordinance sought to
be reconsidered. The affidavit for recall must distinctly and specifically state the reason or reasons for which the
petition for recall is predicated and include the other requirements set forth in Section 10.06(b). Promptly after the
affidavit of the petitioners' committee is filed, the City Secretary shall issue the appropriate petition blanks to the
petitioners' committee.
Sec. 10.03. Petitions.
(a) Number of Signatures. Initiative and referendum petitions must be signed by qualified voters of the City
equal in number to at least fifteen (15) percent of the number of voters registered to vote at the last general
City election. Recall petitions must be signed by qualified voters of the City equal in number to at least
fifteen (15) percent of the number of voters registered to vote at the last general City election.
(b) Form and Content. All pages of a petition shall be uniform in size and style and shall be assembled as one
instrument for filing. For a petition signature to be valid, the petition must:
(1) contain in addition to the signature:
(A) the signor's printed name; and
(B) the signor's
(i) date of birth; or
(ii) voter registration number and the County of voter registration; and
(C) the signor's residence address (including street address and County of voter registration); and
(2) comply with any other applicable requirements prescribed by State law.
Petitions shall contain or have attached thereto throughout their circulation the full text of the
proposed ordinance or other subject matter of the petition. A recall petition must distinctly and
specifically state the reason or reasons upon which the petition is predicated.
(c) Affidavit of Circulator. Each page of a petition shall have attached to it when filed the following notarized
affidavit, with all blanks properly completed:
"STATE OF TEXAS §
CITY OF SCHERTZ §
I, _________________________________________, being first duly sworn, on oath confirm that (i) I am one
of the signers of the above petition, (ii) I personally circulated the foregoing page of said petition, (iii) there
are __ signatures on such page, (iv) each of the signatures appearing on such page was signed in my
presence on the day and date it purports to have been signed, (v) the same are the genuine signatures of the
persons whose names they purport to be, and (vi) each signer had an opportunity to read the full text of the
ordinance or other subject matter of the petition.
Sworn and subscribed to before me, this the ______ day of ____________, 20__.
Signed and Sealed by a Notary Public in and for State of Texas"
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(d) Filing Recall Petition. Recall petitions shall be initiated and filed with the City Secretary within sixty days after
the petitioners' committee files its affidavit.
(e) Filing Referendum Petitions. Referendum petitions must be filed within sixty days after adoption by the City
Council of the ordinance sought to be reconsidered.
Sec. 10.04. Procedure After Filing.
(a) Certificate of City Secretary; Amendment. Within twenty days after the petition is filed, the City Secretary
shall complete a certificate as to its sufficiency, specifying, if it is insufficient, the particulars wherein it is
defective and shall promptly send a copy of the certificate to the pet itioners' committee by registered mail. A
petition certified insufficient for lack of the required number of valid signatures may be amended once if the
petitioners' committee files a notice of intention to amend it with the City Secretary within two days after
receiving the copy of his or her certificate and files a supplementary petition upon additional papers within
ten days after receiving the copy of such certificate. Such supplementary petition shall comply with the
requirements of subsections (b) and (c) of Section 10.03, and within five days after it is filed, the City
Secretary shall complete a certificate as to the sufficiency of the petition as amended and promptly send a
copy of such certificate to the petitioners' committee by registered mail as in the case of an original petition.
If a petition or amended petition is certified insufficient and the petitioners' committee does not elect to
amend or request City Council to review under subsection (b) of this Section within the time required, the
City Secretary shall promptly present his or her certificate to the City Council and the certificate shall then be
a final determination as to the sufficiency of the petition.
(b) City Council Review. If a petition has been certified insufficient and the petitioners' committee does not file
notice of intention to amend it or if an amended petition has been certified insufficient, the committee may,
within two days after receiving the copy of such certificate, file a request that it be reviewed by the City
Council. The City Council shall review the certificate at its next meeting following the filing of such request
and approve or disapprove it, and the City Council's determination shall then be a final determination as to
the sufficiency of the petition.
(c) Court Review; New Petition. A final determination as to the sufficiency of a petition shall be subject to court
review. A final determination of insufficiency, even if sustained upon court review, shall not prejudice the
filing of a new petition for the same purpose.
Sec. 10.05. Referendum Petitions; Suspension of Effect of Ordinance.
When a referendum petition complying with all the provisions of Sections 10.03 and 10.04 is filed with the
City Secretary the ordinance sought to be reconsidered shall be suspended from taking effect. Such suspension
shall terminate when:
(a) there is a final determination of insufficiency of the petition, or
(b) the petitioner's committee withdraws the petition, or
(c) the City Council repeals the ordinance, or
(d) voters sustain the ordinance in an election.
Sec. 10.06. Action on Petitions.
(a) Action by City Council on Initiative or Referendum. When an initiative or referendum petition has been fully
determined sufficient, the City Council shall promptly consider' the proposed initiative ordinance in the
manner provided in Article IV or reconsider the referred ordinance by voting its repeal. If the City Council
fails to adopt a proposed initiative ordinance without any change in substance within sixty days or fails to
Page 13 of 15
repeal the referred ordinance within thirty days after the date the petition was finally determined sufficient,
it shall submit the proposed or referred ordinance to the voters of the City at a special election.
(b) Action by City Council on Petition for Recall. The recall petition must be addressed to the City Council of the
City, must distinctly and specifically point out the ground or grounds upon which such petition for removal is
predicated, and, if there be more than one ground, such as for incompetency, m isconduct or malfeasance in
office, shall specifically state each ground with such certainty as to give the officer sought to be removed
notice of the matters and things with which he or she is charged. The officer whose removal is sought may,
within five days after such recall petition has been presented to the City Council request that a public hearing
be held to permit him or her to present facts pertinent to the charges specified in the recall petition. I n this
event, the City Council shall order such public hearing to be held, not less than five days nor more than
fifteen days after receiving such request for a public hearing. If the officer whose removal is sought does not
resign, then it shall become the duty of the City Council to order a recall election and fix a date for holding
such recall election.
(c) Submission to voters. The special election on a proposed or referred ordinance or petition for recall shall be
held on the earliest date permitted by State and federal law after the date of the final City Council vote
thereon. Copies of the proposed or referred ordinance shall be made available at the polls.
Sec. 10.07. Results of Election.
(a) Initiative. If a majority of the qualified voters voting on a proposed initiative ordinance vote in its favor, it
shall be considered adopted upon certification of the election results and shall be treated in all respects in
the same manner as ordinances of the same kind adopted by the City Council. If conflicting ordinances are
approved at the same election, the one receiving the greatest number of affirmative votes shall prevail to the
extent of such conflict.
(b) Referendum. If a majority of the qualified voters voting on a referred ordinance vote against it, it shall be
considered repealed upon certification of the election results.
(c) Recall. If a majority of the votes cast at a recall election shall be against the recall of the person named on
the ballot, he or she shall continue in office for the remainder of his or her unexpired term. If a majority of
the votes cast at such election shall be for the recall of the person named on the ballot, he or she shall be
deemed removed from office and the vacancy shall be filled as provided in Section 4.06(c) of this Charter.
Sec. 10.08. Limitation on Recall.
No Councilmember shall be subject to recall within six months of his or her election to office nor more than
once during one term of office. A recall election need not be ordered by the City Council against any
Councilmember on whom a petition is filed if his or her term of office is to expire within ninety days after the
petition is filed with the City Secretary.
Sec. 10.09. Ordinances Passed by Petition, Repeal or Amendment.
No ordinance which may have been passed by the City Council upon a petition or adopted by popular vote
under the provisions of this Article may be repealed or amended by the City Council for a period of three (3) years
from the date said ordinance became effective and then only upon an affirmative vote of two-thirds (2/3s) of the
City Council.
VOLUME I - PART I CHARTER
ARTICLE XI. [LEFT INTENTIONALLY BLANK]
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ARTICLE XI. [LEFT INTENTIONALLY BLANK]
ARTICLE XII. GENERAL PROVISIONS
Sec. 12.01. Personal Financial Interest.
For purposes of this Section term "City Official" means any individual subject to the requirements of Texas
Local Government Code, Chapter 171.
It is hereby prohibited for City Council members or a City Official to violate the rules and regulations
regarding conflicts of interests as set out in the Texas Local Government Code, Chapter 171.
Sec. 12.02. Charter Amendment.
Amendments to this Charter may be framed and submitted to the voters of the City by a charter commission
in the manner provided by law, by ordinance passed by a majority vote of the full membership of the City Council,
or by a petition signed by not less than five percent of the qualified voters of the City. When a charter amendment
petition shall have been filed in conformity with Section 10.03 of this Charter, the City Council shall, subject to
applicable law, forthwith provide by ordinance for submitting such proposed amendment to a vote of the voters of
the City. Any ordinance for submitting a charter amendment to the voters shall provide for submission of such
amendments to the voters in accordance with applicable law. Not less than thirty days prior to such election the
City Secretary shall make available at the City Offices a copy of the proposed amendment or amendments. If a
proposed amendment shall be approved by a majority of the voters voting thereon, it shall become a part of the
Charter at the time fixed therein. Each amendment shall be confined to one subject; and, when more than one
amendment shall be submitted at the same time, they shall be submitted so as to enable the voters to vote on
each separately.
Sec. 12.03. Charter Review Commission.
The City Council shall appoint a Charter Review Commission not later than five years after the most recent
Charter Review Commission was appointed. Each Councilmember shall appoint one member to the Charter
Review Commission and the Mayor shall appoint two members to the Charter Review Commission, one who shall
serve as the Chair. The members of the Charter Review Commission shall be citizens of the City.
It shall be the duty of the Commission to:
(a) Inquire into the operation of the City government under the Charter provisions and determine whether
any such provisions require revision and to this end, public hearings may be held, and the Commission
shall have the power to compel the attendance of any officer or employee of the City to require the
submission of any of the City records which it may consider necessary to the conduct of such hearing.
(b) Make any recommendations it considers desirable to insure compliance with the provisions of this
Charter by the several departments of the City.
(c) Propose amendments to this Charter to improve its effective application to current conditions.
Page 15 of 15
(d) Report its findings and present its proposed amendments, if any, to the City Council. The City Council
shall receive any report submitted by the Charter Review Commission, may comment on any proposed
amendment recommendations made, and, if any amendmen t or amendments are presented as a part
of such report, shall order such to be submitted to the voters of the City in the manner provided in
Section 12.04.
(e) The term of office of the Charter Review Commission shall be 180 days after the date of the first
meeting, said first meeting to occur within forty-five (45) days of the date of appointment. If during this
term no report is presented to the City Council, then all records of the proceedings of the Commission
shall be filed with the City Manager and the Charter Review Commission shall be dismissed.
Sec. 12.04. Separability.
If any provision of this Charter is held invalid, the other provisions of the Charter shall not be affected
thereby. If the application of this Charter or any of its provisions to any person or circumstances is held invalid, the
application of the Charter and its provisions to other persons or circumstances shall not be affected thereby.
Sec. 12.05. State Law.
References in this Charter to "State law" shall refer to applicable provisions of State law in effect from time
to time.
Sec. 12.06. Headings.
Headings and titles of Sections and subsections of this Charter are for convenience only and shall not affect
the meaning of any provisions within such Sections.
Sec. 12.07. Penalty Clause.
A. Criminal Penalty. Any person who by himself or with others violates any provision of this charter shall, in
addition to any other penalty, be guilty of a misdemeanor and upon conviction thereof shall be punishable
by a fine of not more $500.00. City Council shall enact an ordinance enforcing this section.
B. Civil Penalty. Upon the affirmative vote of two-thirds of the City Council any person who by himself or with
others violates any provision of this charter shall be, in addition to any other penalty provided for herein,
subject to a civil fine of not more than $500.00.
(Ord. No. 15-M-41 , 12-15-2015)
Sec. 12.08. Disaster Clause.
In the case of a common disaster when a legal quorum of the City Council cannot otherwise be assembled
due to multiple deaths or injuries, the surviving persons of the City Council, or highest surviving City official, if no
elected official remains, shall, within 24 hours of such disaster, request the highest surviving officers of the
Guadalupe County Commissioners Court to appoint a number of residents of Schertz, qualified to serve as City
Council Members, equal to the number necessary to make a quorum to act during the emergency as the City
Council. The newly appointed City Council shall call a City election within 15 days of their appointment, or as
provided in the Texas Election Code, for election of the vacant offices, if for good reasons it is known a quorum of
the present City Council will never again meet. If it is determined that a quorum of the City Council will meet again,
the appointed Council Members shall serve in their position until such time as the Council Members may begin
serving.