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HomeMy WebLinkAboutResolution No. 2008-68~~~~%~~- Suggested by: City Council the aZy o f CITY OF KENl3I KENA\~A~ SK11 RESOLUTION NO. 8008-68 A RESOLUTION OF THE COUNCIL OF THE CITY OF KENAI, ALASKA, APPROVING THE FINANCIAL DISCLOSURE STATEMENT FORM FOR CITY OF KENAI MUNICIPAL OFFICERS AND CANDIDATES PURSUANT TO KMC 1.85. WHEREAS, on July 16, 2008 the Kenai City Council enacted Ordinance No. 2323- 2008; and, WHEREAS, Ordinance No. 2323-2008 amended the financial disclosure requirement for municipal officers and candidates contained in KMC 1.85; and, WHEREAS, KMC 1.85.020(c) provided that the financial disclosure form must be approved by a resolution of the Kenai City Council; and, WHEREAS, on October 7, 2008, the voters of the City of Kenai approved Ballot Proposition A which exempted the City of Kenai municipal officers and candidates from the State of Alaska financial disclosure requirement and instead required them to file a City of Kenai financial disclosure statement. NOW THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF KENAI, ALASKA, the City of Kenai Public Official Financial Disclosure Statement shown in Attachment "A" is hereby approved. PASSED BY THE COUNCIL OF THE CITY OF KENAI, ALASKA, this 21st day of January, 2009. ~~ ~ ~. PAT PORTER, MAYOR ATT ~T: ;~J~G"%~4'~" Carol L. Freas, City Clerk CITIi' ®F KENAI ~®®9 PUBLIC FFICIAL FINANCIAL DISCLSURE STATEMENT BACKGROUND INFORMATION 1. This report is for City of Kenai Planning & Zoning Commission members; the City Manager, the City Clerk, the City Attorney, City of Kenai municipal candidates; and incumbent Mayor and Council Members. 2. This report is for the preceding calendar year, so include any information about financial interests held between January 1, 2008 and December 31, 2008. 3. You must show your financial interests and those held by your spouse, domestic partner, non- dependent children residing with you, or dependent children during the preceding calendar year. 4. If you, your spouse, domestic partner, non-dependent child residing with you or dependent child ("covered individual's is a sole proprietor, member of a partnership or limited liability company, shareholder in a corporation or a professional corporation in which the covered individual holds a controlling interest, or the owner of a controlling interest in another business entity, then the disclosures required under this form also apply to the covered individual's sole proprietorship, partnership, limited liability company, corporation professional corporation or the business entity. Health care providers*, certified public accountants, stock brokers, or financial advisors, attorneys and their spouses or domestic partners are not required to disclose, as sources of income, the names of individual patients or clients who received professional services. This exemption shall not apply to the identify of any corporation or other business entity having a contract with the professional producing income of $5,000 or more for services to its members or a defined group, nor to the identity of clients receiving services that do not fall within the professional's field of expertise. 6. * "Heath Care Provider" means an acupuncturist licensed under AS 08.06, an audiologist or speech language pathologist licensed under AS 08.11., a chiropractor licensed under AS 08.20, a dental hygienist licensed under AS 08.32, a dentist licensed under AS 08.36, a nurse licensed under AS 08.68, a dispensing optician licensed under AS 08.71, a naturopath licensed under AS 08.45, an optometrist licensed under AS 08.72, a pharmacist licensed under AS 08.80, a physical therapist or occupational therapist licensed under AS 08.84, a physician or physician assistant licensed under AS 08.64 a podiatrist licensed under AS 08.64, a psychologist or psychologist associate licensed under AS 08.86. If you need help, call the Kenai City Clerk at (907) 283-7535, extension 231. 8. SIGN AND DATE TFIIS REPORT ON THE LAST PAGE. If additional pages are needed to list infornuition, include the schedule and your name at Lh.e top of each extra page. NAME ®CCUPATION: (Phone) (Fax number) MAILING ADDRESS: (Current Street Address or Post Office Box) (E-Mail Address) (City/Town and Zip Code) OFFICE HELD OR SOUGHT OFFICE: TERM OF OFFICE: From TITLE: TYPE OF STATEMENT (CHECK ONE): ^ CANDIDATE STATEMENT ^ YNITYAL STATEMENT ^ ANNUAL STATEMENT Must be filed with your declaration of candidacy For newly appointed municipal officers Due by April 15. D®MESTIC PARTNER: DEPENDENT CHILDREN N®N-DEPENDENT CHILDREN RESIDING WITH to 2009 City of Kenai Financial Disclosure Statement Page 2 If additional pages are needed to list information, include the schedule and your name of the top of each extra page. SCFIEDULE A SOURCES OF INCOME OVER $5,000 Salaried Employment Iff NONE reportable, check box ^ Report the name of each employer who paid you, your spouse, domestic partner, non-dependent children residing with you, or dependent children more than $5,000 during calendar year 2008. Name of filer, spouse, domestic partner or Employer's Name: Name of filer, spouse, domestic partner or child: Employer's Name: Name of filer, spouse, domestic partner or child: Employer's Name: Name of filer, spouse, domestic partner or child: Employer's Name: Self-Employment If NONE reportable, check box ^ List the name and address of each self-employment business that was a source of income of more than $5,000 for you, your spouse, domestic partner, non-dependent children residing with you, or dependent child during calendar year 2008. If the business is non-retail, list the first and last name of each client or customer who paid the business over $5,000. Self-employment includes: sole proprietor, partnership, limited liability company, shareholder in a professional corporation; or if you held (individually or with another family member) more than 50% of the stock in a corporation. Name of filer, spouse, domestic partner or Business Name: Retail ^ Non-Retail ^ Name of client/customer: (If you check non-retail, list clients/customers below.) Name of filer, spouse, domestic partner or Business Retail ^ Non-Retail ^ (If you check non-retail, list clients/customers below.) Name of client/customer: 2009 City of Kenai Financial Disclosure Statement Page 3 If additional pages are needed to list informatt'on, iru:ktde the schedule and your name at the top of each extra page. Schedule A -continued SOURCES OF INCOME OVER $5,000 Rental Income If NONE reportable, check box ^ List the first and last name of each tenant from whom over $5,000 was received during calendar year 7nnst Owner (filer, spouse, domestic partner or child) Tenant(s) Dividends and Interest If NONE reportable, check box ^ Recipient (filer, spouse, domestic partner or child) Name of Source of Income Recipient (filer, spouse, domestic partner or child) Name of Source List the source of gifts which have a value of or cumulative value of more than $250 except gifts received from a spouse, domestic partner, parent, child, sibling, grandparent, aunt, uncle, niece or nephew. Some examples of gifts include: cash, a debt that is forgiven, scholarships, and discounts not extended to the general public. Recipient (filer, spouse, domestic partner or child) Name of Source 2009 City of Kenai Financial Disclosure Statement Page 4 Ijadditional pages are needed to lisf. informatiory include fhe schedule and your rw,me at the top of each extra page. SCHEDULE B Report all business interests even if they were not sources of income to you, your spouse, domestic partner, non-dependent child residing with you, or dependent child during calendar year 2®®8. • List ownership interests of more than $5,000 as a shareholder in publicly traded stocks, that are not listed elsewhere on this form. (A list of the names of publicly traded stocks such as IMB or Intel may be listed by name only on a separate page.) List ownership interests in non-publicly traded companies such as a sole proprietor, shareholder, owner, partner, officer, or director including ownership interests in Native corporations. • list interests in limited liability companies. • List director or officer position in profit and non-profit organizations. Describe the business activity with sufficient detail to tell a reader what the organization actually does. Name of filer, spouse, domestic partner or child: Business Name: Business Address: Nature of Description of Business's Activity: Name of filer, spouse, domestic partner or child Business Name: Business Address: Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or ch Business Business Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or Business Name: Business Address: Nature of Interest: Description of Business's Activity:. 2009 City of Kenai Financial Disclosure Statement Page 5 If addi&'onal pages are needed to list information, include the. srhedule and your name at the top of each extra page. SCHEDULEC REAL PROPERTY INTERESTS/RENT TO OWN Report all property interests such as your home, real property leased or rented from others, rent-to-own home, rental property, vacant, recreational, business property or limited partnerships including real estate interests held in an LLC, or held through a trust or sold during calendar year 2008. Include a street address, city and state or complete legal description for each piece of property listed. Do not use milepost markers or post office boxes. Use copies of this page if you need additional space to complete this section. Name of filer, spouse, domestic partner or child: Street Address or Legal Description: City or Borough and State: Nature of Interest: (Option to Buy, Ownership, Leasehold) Current Use (Optional) Name of filer, spouse, domestic partner or child: Street Address or Legal Description: City or Borough and State: Nature of Interest: (Option to Buy, Ownership, Leasehold) Current Use (Optional) Name of filer, spouse, domestic partner or child: Street Address or Legal Cescription: City or Borough and State: Nature of Interest: (Option to Buy, Ownership, Leasehold) Current Use (Optional) Name of filer, spouse, domestic partner or child: Street Address or Legal Description: City or Borough and State: Nature of Interest: (Option to Buy, Ownership, Leasehold) Current Use (Optional) Name of filer, spouse, domestic partner or child: Street Address or Legal Description: City or Borough and State: Nature of Interest: (Option to Buy, Ownership, Leasehold) Current Use (Optional) 2009 City of Kenai Financial Disclosure Statement Page 6 If additt'onai pages are needed to lzst information, include the schedule and your name at th.e top of each extra page. SCHEDULE D BENEFICIAL %NTEREST IN TRUSTS ~ RETIREMENT ACCOUNTS Exceeding $5,000 Report each beneficial interest in a trust or retirement account held by you, your spouse, domestic partner, non-dependent children residing with you, or dependent children that exceeded $5,000 during calendar year 2®093. Retirement accounts include employee benefit accounts (pension and profit-sharing accounts), and retirement accounts (IRA, 401K, SEP or Keogh). Assets of a trust or retirement account include stocks, bonds, mutual funds, cash accounts, CD's, real property. • Name the trustor (the ep rson or employer who provided the funds or assets for the trust or retirement account). • if a trust or retirement account is self directed, also list the assets by name such as IBM stock or Templeton Growth Fund. Name of filer, spouse, domestic partner or child: Extent of Interest (Percent) Name of the person, employer or entity who provided the funds or assets (Trustor). Name(s) of the stocks, bonds, mutual funds or other assets contained in the retirement account or trust. Name of filer, spouse, domestic partner or child: Extent of Interest (Percent) Name of the person, employer or entity who provided the funds or assets (Trustor). Name(s) of the stocks; bonds; mutual funds or other assets contained in the retirement account or trust. Name of filer, spouse, domestic partner or child: Extent of Interest (Percent) Name of the person, employer or entity who provided the funds or assets (Trustor). Name(s) of the stocks, bonds, mutual funds or other assets contained in the retirement account or trust. Name of filer, spouse, domestic partner or child: Extent of Interest (Percent) Name of the person, employer or entity who provided the funds or assets (Trustor). Name(s) of the stocks, bonds, mutual funds or other assets contained in the retirement account or trust. 2009 City of Kenai Financial Disclosure Statement Page 7 If additional gages are needed to list information, include the schedule and your name at the top of each extra page. SCHEDULES LOANS. LOAN GUARANTEES, AND DEBTS OF $5,000 OR MORE NATURAL RESOURCE LEASES Report the name of each creditor or lender to whom more than $5,000 was owed during calendar year 2008 by you, your spouse, domestic partner, non-dependent children residing with you, or dependent children. List financial obligations including mortgages on property sold during calendar year 2008; loans that have been guaranteed; mortgage, boat and auto loans; business and personal loans; escrows; student loans; signature loans; and promissory notes. Loans include secured, unsecured and contingent loans. Do not report credit card obligations or revolving charge accounts, delinquent taxes, alimony, child support payments or medical bills. Circle whether the entity is a lender, creditor or guarantor. Name of Debtor (filer, spouse, domestic partner or child) Name of Debtor (filer, spouse, domestic partner or child) Name of Debtor (filer, spouse, domestic partner or child) Name of Debtor (filer, spouse, domestic partner or child) Name of Debtor (filer, spouse, domestic partner or child) Name of Debtor (filer, spouse, domestic partner or child) Name of Lender/Creditor/Guarantor Name of Lender/Creditor/Guarantor Name of Lender/Creditor/Guarantor Name of Lender/Creditor/Guarantor Name of Lender/Creditor/Guarantor Name of Lender/CreditorJGuarantor Leaseholder Nature of Lease Indicate: Bid, held, or offer made Identity of Lease and Description Leaseholder Nature of Lease Indicate: Bid, held, or offer made Identity of Lease and Description 2009 City of Kenai Financial Disclosure Statement Page 8 If additional pages are needed to list information, include the schedule and your name at the top of each. extra page. SCHEDULE F GOVERNMENT CONTRACTS AND LEASES List all contracts and offers to contract with the state or instrumentality of the state or a municipality during calendar year 2068 held, bid or offered. Report this information for yourself, your spouse, domestic partner, non-dependent children residing with you, or dependent children who was a sole proprietor, a partnership or professional corporation of which you are a member, or a corporation in which you or your family members listed above (or a combination of them) held a controlling interest. Name(s) of Contractor Indicate: Bid, held or offer made Name(s) of Contractor Indicate: Bid, held or offer made Contracting Agency/Department Contract number and description Contracting Agency/Department Contrail number and description SCHEDULE G CONTRACTS AND OFFERS TO CONTRACT WITH THE CITY OF KENAI Contracts and Offers to Contract If NONE re ortable check box ^ List all contrails and offers to contract with the City of Kenai during calendar year 2008 held, bid or offered. Report this information for yourself, your spouse, domestic partner, non-dependent children residing with you, or dependent children who was a sale proprietor, a partnership or professional corporation of which you are a member, or a corporation in which you or your family members listed above (or a combination of them) held a controlling interest. Name(s) of Contractor Indicate: Bid, held or offer made Name(s) of Contractor Indicate: Bid, held or offer made Name(s) of Contractor Indicate: Bid, held or offer made Name(s) of Contractor Indicate: Bid, held or offer made Contracting Agency/Department Contract number and description Contracting Agency/Department Contract number and description Contracting Agency/Department Contract number and description Contracting Agency/Department Contract number and description 2009 City of Kenai Financial Disclosure Statement Page 9 If additional pages are needed to list ulform.ah'on, inclauZe the schedule acid your na.m.e at the top of each extra page. SCHEDULER BUSINESS OR FINANCIAL DEALING OVER $5,000 WITH ANY hIUNIC%PAL OFFICER OF THE C%TY OF KENAI Business or Financial Dealing If NONE reportable, check box ^ ', List afl business or financial dealing over $5,000 with any municipal officer of the City of Kenai during calendar year 2008. Report this information for yourself, your spouse, domestic partner, non-dependent children residing with you, or dependent children who was a sole proprietor, a partnership or professional corporation of which you are a member; or a corporation in which you or your family members listed above (or a combination of them) held a ', Name of filer, spouse, domestic partner or child:. Business Name: Business Address: Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or ch Business Name: Business Address: Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or ch Business Name: Business Address: Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or ch Business Name: Business Address: Nature of Interest: Description of Business's Activity: Name of filer, spouse, domestic partner or ch Business Name: Business Address: Nature of Interest: Description of Business's Activity: 2009 City of Kenai Financial Disclosure Statement Page 10 If additional pages are needed to list infornuation, include the schedule and your name at the top of ea.rh extra. page. CERTIFICATI®N I certify under penalty of perjury the information in this Statement is to the best of my knowledge, true, correct and complete. A person who makes a false sworn certification which he or she does not believe to be true is guilty of perjury. SIGNATURE DATE Printed Name of Filer Place where to file this Statement: MUNICIPAL OFFICIALS AND CANDIDATES -- File Statements with the Kenai City Clerk 210 Fidalgo Avenue Kenai, AK 99611 Telephone: (907) 283-7535, extension 231 Fax: (907)283-5068 2009 City of Kenai Financial Disclosure Statement Page 11