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HomeMy WebLinkAboutEthics Additional Notes CITY OF LANSING BOARD OF ETHICS 2006 MEETING SCHEDULE January 10,2006 February 14,2006 March 21,2006 April 11,2006 May 9,2006 June 13,2006 July 11,2006 August 15,2006 September 12,2006 October 10,2006 November 14,2006 December 12,2006 All meetings will be held in the 10'h Floor City Council Conference Room at 5:30 P.M. unless otherwise notified. CITY OF LANSING BOARD OF ETHICS 2006 MEETING SCHEDULE January 10, 2006 February 14, 2006 March 21, 2006 (3rd Tuesday due to Special Election on the 14th) April 11, 2006 May 9, 2006 June 13, 2006 July 11, 2006 August 15, 2006 (3rd Tuesday due to Primary Election on the 8th) September 12, 2006 October 10, 2006 November 14, 2006 December 12, 2006 All meetings will be held in the 91h Floor City Clerk's Conference Room at 5.30 P.M. unless otherwise notified. CITY OF LANSING - BOARD OF ETHICS REGULAR MEETING FEBRUARY 14, 2006 - 9T" FLOOR CLERK'S CONFERENCE ROOM, CITY HALL AGENDA CALL TO ORDER: 5:30 p.m. ROLL CALL: ❑ Ellen Sullivan, PhD, Chair ❑ Ron Frybort ❑At-Large Seat (Vacant formerly ❑ Rev. LaSandra Jones held by Jason Amen Hetep) ❑Mary Estes ❑41h Ward Seat (Vacant formerly held by David A. Merchant ll) []Rev. John Folkers, Vice Chair ❑ 2nd Ward Seat (Vacant formerly held by Bob Nole) A Quorum is: ❑ Present ❑ Not Present ❑ Others Present: PUBLIC COMMENT: (TIME LIMIT OF 5 MINUTES PER SPEAKER) APPROVAL OF AGENDA: ❑As Submitted ❑ With Changes Noted SECRETARY'S REPORT: ❑Approval of Minutes: Minutes of January 10, 2006 ❑ Communications received and sent since last meeting: 1. Letter to Kate Klinger of the Material & Services Management Resource Center of the Board of Water& Light 2. Statements of Financial Interest CITY ATTORNEY'S REPORT: l CHAIR'S REPORT: TABLED: OLD BUSINESS: 1. Update on Ethics Board vacancies NEW BUSINESS: BOARD ROUND TABLE ADJOURNMENT MINUTES LANSING CITY BOARD OF ETHICS REGULAR MEETING JANUARY 10, 2006 - 5:30 P.M. TENTH FLOOR COUNCIL CONFERENCE ROOM, LANSING CITY HALL The meeting was called to order at 5:30 P.M. in the Tenth Floor Council Conference Room, City Hall, Lansing, Michigan. BOARD MEMBERS PRESENT: Ellen Sullivan, Ph.D Chairperson Rev. John Folkers, Vice-Chairperson Mary Estes Ron Frybort ABSENT: Rev. LaSandra Jones A QUORUM WAS PRESENT: Yes OTHERS PRESENT: City Clerk Swope John M. Roberts Jr., Chief Deputy City Attorney M. Denise Griffin, Chief Deputy City Clerk PUBLIC COMMENT: There was no public comment APPROVAL OF AGENDA: Moved by Member Frybort to approve the Agenda with the addition of two New Business items 1. Ethics Board vacancies 2. 2006 meeting schedule MOTION CARRIED 4/0 SECRETARY'S REPORT:Approval of Minutes: Moved by Vice Chair Folkers to approve the minutes of November 9, 2006 as corrected. MOTION CARRIED 4/0 Communications sent and received since the last meeting: 1. Letter to Mike Parker, Business Representative, Teamsters & Chauffeurs Local Union #580 (Copies of previously sent letters) The communication was received by the committee. 2. Letter to Sue Warren, Marketing Specialist for the Resource Planning Department of the Board of Water & Light The communication was received by the committee. 3. Letter of resignation from David Merchant from the Board of Ethics effective immediately The communication was received by the committee. 4. Affidavit of Disclosure filed by Kate Klinger of the Material & Services Management Resource Center of the Board of Water & Light Moved by Reverend Folkers to Received and Place this Affidavit of Disclosure on file and send her a letter stating as reported there is no appearance of conflict or ethical violation. MOTION CARRIED 4/0 CITY ATTORNEY'S REPORT: There was no report from the City Attorney CHAIR'S REPORT: Chairperson Sullivan welcomed the new City Clerk to his position as a Board staff member and stated that she is looking forward to working with him. She said that she would like to welcome back Deputy Clerk Griffin. She also congratulated Mr. Roberts in his current roll as the Interim City Attorney and is very glad that he is remaining with this Board in his new roll. Chairperson Sullivan stated that she just picked up the title as Interim also. She stated that she is back and Lansing Community College as the Interim Project Director for the Work First Program. She said this is a temporary position and she is looking forward to it. TABLED ITEMS: There was no Tabled Items OLD BUSINESS: There was no Old Business NEW BUSINESS.- Chairperson Sullivan spoke about the Board's vacancies and City Clerk Swope stated that he would follow up on this issue with the appropriate appointing authorities. City Clerk Swope presented the 2006 Meeting Schedule for the Ethics Board Moved by Member Estee to approve the Ethics Board 2006 Meeting Schedule as revised. MOTION CARRIED 4/0 BOARD ROUND TABLE Member Estee stated that she has completed her Bachelor Degree in Business Administration from Spring Arbor College and has plans to jump back into a Masters Degree Program. Member Frybort stated that he has a minor observation that reflects on our current times. The Detroit News Editorial page says that the DC Lobbing scandal should lead to ironclad ethics policy in DC. He said that he has seen these articles before and this one commonly criticizes the ethics ordinances in the State of Michigan, Macomb and Wayne Counties. So they have alluded to these weak ethics or nonexistent ethic laws that are around and we should be happy that no one has derided the Lansing Ethics Ordinances overtime and hopes that we can continue to be in that category. He said we are kind of ahead of the curve more than most municipalities. Vice-Chairperson Folkers stated that on January 23 d he will be having eye surgery. City Clerk Swope spoke about the upcoming Election for the 23rd District State Senate vacancy ADJOURNED 6:30 P.M. Respectfully submitted, Denise Griffin, Recording Secretary/Date Minutes Placed on File: CITY OF LANSING - BOARD OF ETHICS January 17, 2006 Kate Klinger 694 Wayland Ave. E. Lansing, MI 48823 Dear Ms. Klinger: At their regular meeting held on Tuesday, January 10, 2006, the Board of Ethics took up the affidavit of disclosure you filed. The Ethics Board has asked me to convey their decision to you. It is as follows: "To receive and place on file the Affidavit of Disclosure filed by Kate Klinger, Para-Technical of the Material & Services Management Resource Center of the Board of Water & Light with no further board action required or contemplated. Further to express to Ms. Klinger the Board's appreciation for her pre-emptive action in bringing this matter to their attention." Sincerely, Chris Swope Lansing City Clerk (517)483-4130 CITY CLERK S OFFICE 124 W.MICHIGANAVBANSING, MI 48933 1695 City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. --------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual W �m b rn Job Title J ; Reports to Address of Reporting Individual �G 44 Phone Numbers: Home: W- �IYl�G ; Work V 8'3 = Signature of Reporting Individual City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: Date Filing Received: I- � ,_ 0 (10 Clerk's Office Employee Receiving Filing: "I� Statement of Financial Interests 1 ti Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of $2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title , /"�1S �� rJ �� 13,S D1"c�V Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. 2 i 1�1 C' vlc Av 71 Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address AI v )\)C F, Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership X/6 N Part VI List the identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address 3 or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership None Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action Requested by Person �U N{ 4 Part Vlll List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by Reporting Individual in Such Person b N�- Penalties for Failure to File Any person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as provided in subsection (3). A person who is required to file.such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the. date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. If you have questions regarding the completion of this form, contact the City Clerk or City Attorney.) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such statements. (e) No. appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The name, address, and type of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member 6 of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current year. (2) The City Clerk shall, in writing, notify all persons required to file statements of financial interests under this Section. Notice shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of 7 $20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection (3). (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection (3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 8 City of Lansing { Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. S/ - All elected officers of the city at the-time of the filing of their oath,of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual Job Title Go��G� �`'t�M3 - ; Reports to Address of Reporting Individual 5_i a" OAOP�CIT -57� 1 e_AtJ51 k)G, Phone Numbers: Home: 3-7 1 = I I S ; Work C473=-I 1 gr o Signature of Reporting Individual City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: Date Filing Received: Clerk's Office Employee Receiving Filing: 1 t f Y Statement of Financial Interests Part I List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of $2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title CIA N.5 106, t r Part II List any capital asset, located:within.the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than;the sale of the reporting individual's principal place of residence. Asset Description [J� Y Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. r4 Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership 'c Y Part VI List the identity of any financial interest'in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or- indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the-preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action.Requested by Person Owe 4 Part VIII List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by ' Reporting Individual in Such Person Penalties for Failure to File _Any,,:person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing.or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as provided in subsection (3). A person who is required to file such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. 'If you have questions regarding the completion of this form,contact the City Clerk or City Attorney. ) 5 c f City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board-of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the.time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such. statements. (e) No appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) -Statements of financial interests shall contain the following information: (1) The name, address, and type of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which.the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect.ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has.a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current.year. (2) The City Clerk shall, in writing, notify all persons required to file statements of financial interests under this Section. Notice shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of$20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection(3). 1 rl (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection(3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a noticewith the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. ---------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual CC r[S Job Title Ct �Y :/��.�� ; Reports to Address of Reporting Individual Phone Numbers: Home: S �� �� 0(�d ; Work - 77 �Lk 1W Signature of Reporting Individual sa+. City Clerk's Office to Complete , - `T C) co C 3 s Acknowledgment of Receipt of Filing with the Clerk's Office: =� Date Filing Received: Clerk's Office Employee Receiving Filing: Statement of Financial Interests 1 Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. Organization's Name Address Type of Your C Organization Function/Title C ct/C,i'Lt Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than.the sale of the reporting individual's principal place of residence. Asset Description Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. 2 �. G�Vn, I � Il���r��'oy� `1 aywiv.-✓w�� QI !� ..t,( . Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership CS LL fz-� �QI�,...,1,oani LLC Part VI List the identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address 3 or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership N , P 66 Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action Requested by Person I�+u1Z- L_L_G �U S nest oh ���r►. +� 4 Part Vlll List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by Reporting Individual in Such Person Penalties for Failure to File Any person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the.obligation to file and shall file his/her statement.at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City. Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as. provided in subsection (3). A person who is required to file such. statements of financial interest may have one thirty day extension byfiling a notice with-the-City Clerk-by-the-date on-which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received.by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is.attached. If you have questions regarding the completion of this form, contact the City Clerk or City Attorney.) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as If individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such statements. (e) No.appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The name, address, and type.of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member 6 of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current year. (2) The. City Clerk shall, in writing, notify all persons required to file statements.of financial interests under this Section. Notice shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of 7 $20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection (3). (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection (3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 8 City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: rOWNW-F 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. -------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information f Name of Reporting Individual Job Title Reports to. SIDE Address.of Reporting Individual tJ C /FYn' ri Phone. Numbers: Home: (-)-/7-_ - -- ;-Work — - WA/ Signature of Reporting Individual q ' sv City Clerk's Office to Complete �-- Acknowledgment of Receipt of Filing with the Clerk's Office: =' Date Filing Received: �— Clerk's Office Employee Receiving Filing: 2 - Statement of Financial Interests 1 Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. Organization me Address Type of Your Organization Function/Title Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. 2 Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. me Address Part V List the name and instrument of ownership in any entity conducting business in the.city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. �ame Address Instrument of Ownership Part VI List the identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address 3 or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Persons e City Action Requested by Person 4 Part VIII List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. e of Person Title or Description of Position Held by Reporting Individual in Such Person Penalties for Failure to File Any person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as provided in subsection (3). A person who is required to file.such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the.date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is.considered filed when it is received.by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is.attached. If you have questions regarding the completion of this form, contact the City Clerk or City Attorney.) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Directors Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such statements. (e) No.appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The. name, address, and type of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500.was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member 6 of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had.a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the.City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current year. (2) The City. Clerk shall, in writing, notify all persons required to file statements of financial interests under this Section. Notice shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to.file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of 7 $20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection (3). (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection (3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 8 City of Lansing { Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual i Ci r ►'1 ► DUf) 6Ckr Job Title Ca V (; Reports to Address of Reporting Individual )33� E(03 '1-0 c) I l OC _ Phone Numbers: Home: �'� �� ; Work L���,✓ �7 Signature of Reporting Individual 9 P 9 City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: . —1 Date Filing Received: �1 Clerk's Office Employee Receiving Filing: / ►v� 1 `r t V Statement of Financial Interests Part I List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title �C,D IUD 60S4-0 r� Com ran,u('`. Part 11 List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description ? V � Y Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership Y Part VI List the identity of any financial interest`in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership N Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action Requested by Person 4 t Part VIII List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by Reporting Individual in Such Person Iv Penalties for Failure to File ..Any,.-person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or .employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as provided in subsection (3). A person who is required to file such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. If you have questions regarding the completion of this form,contact the City Clerk or City Attorney. ) 5 (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall Be his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection(3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 0 MINUTES LANSING CITY BOARD OF ETHICS REGULAR MEETING JANUARY 10, 2006 - 5:30 P.M. TENTH FLOOR COUNCIL CONFERENCE ROOM, LANSING CITY HALL The meeting was called to order at 5:30 P.M. in the Tenth Floor Council Conference Room, City Hall, Lansing, Michigan. BOARD MEMBERS PRESENT: Ellen Sullivan, Ph.D Chairperson Rev. John Folkers, Vice-Chairperson Mary Estes Ron Frybort ABSENT: Rev. LaSandra Jones A QUORUM WAS PRESENT: Yes OTHERS PRESENT: City Clerk Swope John M. Roberts Jr., Chief Deputy City Attorney M. Denise Griffin, Chief Deputy City Clerk PUBLIC COMMENT: There was no public comment APPROVAL OF AGENDA: Moved by Member Frybort to approve the Agenda with the addition of two New Business items 1. Ethics Board vacancies 2. 2006 meeting schedule MOTION CARRIED 4/0 SECRETARY'S REPORT:Approval of Minutes: Moved by Vice Chair Folkers to approve the minutes of November 9, 2006 as corrected. MOTION CARRIED 4/0 Communications sent and received since the last meeting: 0 1. Letter to Mike Parker, Business Representative, Teamsters & Chauffeur oa Union #580 I, (Copies of previously sent letters) The communication was received by the committee. rn c,31 2. Letter to Sue Warren, Marketing Specialist for the Resource Planning Department of the Board of Water & Light The communication was received by the committee. 3. Letter of resignation from David Merchant from the Board of Ethics effective immediately The communication was received by the committee. 4. Affidavit of Disclosure filed by Kate Klinger of the Material & Services Management Resource Center of the Board of Water& Light Moved by Reverend Folkers to Receive and Place this Affidavit of Disclosure on file and send her a letter stating as reported there is no appearance of conflict or ethical violation. MOTION CARRIED 410 CITY ATTORNEY'S REPORT: There was no report from the City Attorney CHAIR'S REPORT: Chairperson Sullivan welcomed the new City Clerk to his position as a Board staff member and stated that she is looking forward to working with him. She said that she would like to welcome back Deputy Clerk Griffin. She also congratulated Mr. Roberts in his current role as the Interim City Attorney and is very glad that he is remaining with this Board in his new role. Chairperson Sullivan stated that she just picked up the title as Interim also. She stated that she is back at Lansing Community College as the Interim Project Directorforthe Work First Program. She said this is a temporary position and she is looking forward to it. TABLED ITEMS: There were no Tabled Items OLD BUSINESS: There was no Old Business NEW BUSINESS: Chairperson Sullivan spoke about the Board's vacancies and City Clerk Swope stated that he would follow up on this issue with the appropriate appointing authorities. City Clerk Swope presented the 2006 Meeting Schedule for the Ethics Board Moved by Member Estee to approve the Ethics Board 2006 Meeting Schedule as revised. MOTION CARRIED 4/0 BOARD ROUND TABLE Member Estes stated that she has completed her Bachelor's Degree in Business Administration from Spring Arbor College and has plans to jump back into a Master's Degree Program. Member Frybort stated that he has a minor observation that reflects on our current times. The Detroit News Editorial page says that the DC Lobbying scandal should lead to ironclad ethics policy in DC. He said that he has seen these articles before and this one commonly criticizes the ethics ordinances in the State of Michigan, Macomb and Wayne Counties. So they have alluded to these weak ethics or nonexistent ethic laws that are around and we should be happy that no one has derided the Lansing Ethics Ordinances overtime and hopes that we can continue to be in that category. He said we are kind of ahead of the curve more than most municipalities. Vice-Chairperson Folkers stated that on January 23rd he will be having eye surgery. City Clerk Swope spoke about the upcoming Election for the 23rd District State Senate vacancy ADJOURNED 6:30 P.M. Re ectfully subm*tted, 4Denise Griffin, Record Secretary/Date Minutes Placed on File: CITY OF LANSING - BOARD OF ETHICS REGULAR MEETING MARCH 21, 2006 - 9T" FLOOR CLERK'S CONFERENCE ROOM, CITY HALL AGENDA CALL TO ORDER: 5:30 P.M. ROLL CALL: ❑ Ellen Sullivan, PhD, Chair ❑ Ron Frybort ❑ At-Large Seat (Vacant formerly ❑ Rev. LaSandra Jones held by Jason Amen Hetep) ❑Mary Estes ❑ 4'Ward Seat (Vacant formerly held by David A. Merchant II) ❑Rev. John Folkers, Vice Chair ❑ 2nd Ward Seat (Vacant formerly held by Bob Nole) A Quorum is: ❑ Present ❑ Not Present ❑ Others Present: PUBLIC COMMENT: (TIME LIMIT OF 5 MINUTES PER SPEAKER) APPROVAL OF AGENDA: ❑ As Submitted ❑With Changes Noted SECRETARY'S REPORT: ❑ Approval of Minutes: Minutes of January 10, 2006 ❑ Communications received and sent since last meeting: 1. Letter to Kate Klinger of the Material & Services Management Resource Center of the Board of Water& Light 2. Affidavit of Disclosure filed by William J. Kimble of Capital Consultants Design Works on behalf of David A. Berridge former City of Lansing Director of Public Service 3. Statements of Financial Interest CITY ATTORNEY'S REPORT: CHAIR'S REPORT: TABLED: OLD BUSINESS: 1. Update on Ethics Board vacancies NEW BUSINESS: BOARD ROUND TABLE ADJOURNMENT MINUTES LANSING CITY BOARD OF ETHICS REGULAR MEETING JANUARY 10, 2006 - 5:30 P.M. TENTH FLOOR COUNCIL CONFERENCE ROOM, LANSING CITY HALL The meeting was called to order at 5:30 P.M. in the Tenth Floor Council Conference Room, City Hall, Lansing, Michigan. BOARD MEMBERS PRESENT: Ellen Sullivan, Ph.D Chairperson Rev. John Folkers, Vice-Chairperson Mary Estes Ron Frybort ABSENT: Rev. LaSandra Jones A QUORUM WAS PRESENT: Yes OTHERS PRESENT: City Clerk Swope John M. Roberts Jr., Chief Deputy City Attorney M. Denise Griffin, Chief Deputy City Clerk PUBLIC COMMENT: There was no public comment APPROVAL OF AGENDA: Moved by Member Frybort to approve the Agenda with the addition of two New Business items 1. Ethics Board vacancies 2. 2006 meeting schedule MOTION CARRIED 4/0 SECRETARY'S REPORT:Approval of Minutes: Moved by Vice Chair Folkers to approve the minutes of November 9, 2005 as corrected. MOTION CARRIED 4/0 Communications sent and received since the last meeting: 1 . Letter to Mike Parker, Business Representative, Teamsters & Chauffeurs Local Union 4580 (Copies of previously sent letters) The communication was received by the committee. 2. Letter to Sue Warren, Marketing Specialist for the Resource Planning Department of the Board of Water & Light The communication was received by the committee. 3. Letter of resignation from David Merchant from the Board of Ethics effective immediately The communication was received by the committee. 4. Affidavit of Disclosure filed by Kate Klinger of the Material & Services Management Resource Center of the Board of Water & Light Moved by Reverend Folkers to Received and Place this Affidavit of Disclosure on file and send her a letter stating as reported there is no appearance of conflict or ethical violation. MOTION CARRIED 4/0 CITY ATTORNEY'S REPORT: There was no report from the City Attorney CHAIR'S REPORT: Chairperson Sullivan welcomed the new City Clerk to his position as a Board staff member and stated that she is looking forward to working with him. She said that she would like to welcome back Deputy Clerk Griffin. She also congratulated Mr. Roberts in his current roll as the Interim City Attorney and is very glad that he is remaining with this Board in his new roll. Chairperson Sullivan stated that she just picked up the title as Interim also. She stated that she is back and Lansing Community College as the Interim Project Director for the Work First Program. She said this is a temporary position and she is looking forward to it. TABLED ITEMS: There was no Tabled Items OLD BUSINESS: There was no Old Business NEW BUSINESS: Chairperson Sullivan spoke about the Board's vacancies and City Clerk Swope stated that he would follow up on this issue with the appropriate appointing authorities. City Clerk Swope presented the 2006 Meeting Schedule for the Ethics Board Moved by Member Estes to approve the Ethics Board 2006 Meeting Schedule as revised. MOTION CARRIED 4/0 BOARD ROUND TABLE Member Estes stated that she has completed her Bachelor Degree in Business Administration from Spring Arbor College and has plans to jump back into a Masters Degree Program. Member Frybort stated that he has a minor observation that reflects on our current times. The Detroit News Editorial page says that the DC Lobbing scandal should lead to ironclad ethics policy in DC. He said that he has seen these articles before and this one commonly criticizes the ethics ordinances in the State of Michigan, Macomb and Wayne Counties. So they have alluded to these weak ethics or nonexistent ethic laws that are around and we should be happy that no one has derided the Lansing Ethics Ordinances over time and hopes that we can continue to be in that category. He said we are kind of ahead of the curve more than most municipalities. Vice-Chairperson Folkers stated that on January 23d he will be having eye surgery. City Clerk Swope spoke about the upcoming Election for the 23rd District State Senate vacancy ADJOURNED 6:30 P.M. Respectfully submitted, Denise Griffin, Recording Secretary/Date Minutes Placed on File: CITY OF LANSING - BOARD OF ETHICS January 17, 2006 Kate Klinger 694 Wayland Ave. E. Lansing, MI 48823 Dear Ms. Klinger: At their regular meeting held on Tuesday, January 10, 2006, the Board of Ethics took up the affidavit of disclosure you filed. The Ethics Board has asked me to convey their decision to you. It is as follows: "To receive and place on file the Affidavit of Disclosure filed by Kate Klinger, Para-Technical of the Material & Services Management Resource Center of the Board of Water& Light with no further board action required or contemplated. Further to express to Ms. Klinger the Board's appreciation for her pre-emptive action in bringing this matter to their attention." Sincerely, a ris Swope Lansing City Clerk (517)483-4130 CITY CLERKS OFFICE, 124 W.MICHIGANAULANSING,MI489331695 I-I I.. . 0orn the 02-13-06 Council Meeting Packet 'FFERRED TO THE BOARD OF :THICS CITY OF LANSING AFFIDAVIT OF DISCLOSURE DATE:— February 6, Z,Q0_6__ P j TO CITY` CLERK, I., CIS ATTORNEY, or ;80.A.)RD.OF ETHICS LJ I Willem LJ& Kimble make the following disclosure under oath: PLEASE CHECK THE APPROPRIATE, BOX OR FILL IN THE BLANKS FOR EACH OF THE FOLLOWING ITEMS. Yes No 1. 11 El I am an 11 elected or El appointed ii officer or 1:1 employee of the City of Lansing holding the position of in the department 0 91 1 am an immediate family member related to an elected or appointed officer or employee of the City of Lansing named holding the.position of in the department. EI E1 I am a Business Associate of an elected or appointed officer or employee of the City of Lansing named Holding the position of in the Department. 2. 11 KI I may derive-income or benefit directly from a contract with the City or from any City action detailed below. (Charter 5-505.1) El El I may have a conflict between a personal interest and the public interest, the nature of which is disclosed below (Charter 5-505.2) [Chapter #290.04(l) of-the Code of Ordinances] El MC I may have a financial interest in a matter proposed to be acted upon by the City of Lansing as described below[Chapter 290.04(1) of the Code of Ordinances] E] N I make this disclosure because of a possible appearance that I may be in violation of or in conflict with the City of Lansing Ethics Ordinance as provided for in the Code or rainapago.Wj r tom,,to VIOWD'i'moobm to WSW, 3. This position is: 1117ulltime EIPartti OW np 7900t aid N/A r4m.10V ji"bA 4. My Address is:. Capital Consultants/DesignWorks AE 725 Prudden Street, Lansing, MI 48906 CONTINUED ON PAGE 2 S. At. .-JAWT OF DISCLOSURE•PAGE 2 5. My Business (daytime) Phone # is: (517) 371-1200 6 PLEASE DESCRIBE IN DETAIL YOUR REASON(S) FOR SUBMITTING THIS DISCLOSURE AND EXPLAIN WHY YOU THINK A CONFLICT MAY/MAY NOT EXIST. Capital Consultants Desiqn Works A/E (CC/DWAE) has entered into an employment relationship with David A Berridge former Director of Public Service for the City of Lansing. His employment began on February 6 2006 This information is being disclosed in accordance with Section 290 09(b) of the Lansing Code of Ordinances. This employment relationship will be disclosed in all contractual activities between CC/DWAE and the City of Lansing through 11 18 2006 which will be the one year anniversary of Mr. Berridge's employment termination in accordance with Section 290.09(b) of the Lansing Code of Ordinances. CC/DWAE asserts that there is no conflict of interest and we are merely complying with the duty to disclose the employment relationship as a contractor for the City. I hereby certify that this disclosure is complete and accurate to the best of my knowledge, information and belief. Th`n {v rC"yt L'{iig n<. vu►If of Div.^.Ivwaii�': v�t�avr ex-ecut d on thi / day.o,f ' �'"`_U�"f�� , 20 01P Signed State of Michigan, County o f�'IA_ G Subscribed and sworn to before i e this `1 _ da of 20�2 Ud L sm n.NCM rw y�~Pub�a o ary Pub 'c%r Deputy Clerk Sto a ^,c0j'd ftVhW County, Michigan W Com u W011 A�to ft rAhW* l 1 My Commission Expires: DRAFT SA;REVISED 10-OMI City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. ----------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual �,d 0 Im b ram Job Title J ; Reports to � - Address of Reporting Individual 41 411 k�,� 62221-= Phone Numbers: Home: -W- -&� Z, ; Work V 8-3 _ Signature of Reporting Individualzw//�/ City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: Date Filing Received: I- 21- C Clerk's Office Employee Receiving Filing: M)c� Statement of Financial Interests 1 Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title AS Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description - X(p Part III List the name of any unit of government, other than the city, which.employed the reporting individual during the preceding calendar year. 2 N� C' vCtA Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of $500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address Nv e Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership X/ N� Part VI List the identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place.of residence of the reporting individual, and the address 3 or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership Al D N Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has.a financial interest in such person. Person's Name City Action Requested by Person Alowt 4 Part Vlll List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by Reporting Individual in Such Person o Penalties for Failure to File Any person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the.obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as. provided in subsection (3). A person who is required to file such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the.date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. If you have questions regarding the completion of this form, contact the City Clerk or City Attorney.) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such statements. (e) No appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The name, address,.and type of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500.was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the.city, in which the reporting individual, or a member 6 of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current year. (2) The City Clerk shall, in writing, notify all persons required to file statements of financial interests under this Section. Notice shall be delivered by first class mail to the last known. address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests.shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists.compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of 7 $20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection (3). (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection (3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 8 l r . City of Lansing { Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3V All elected officers of the city at the-time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual 0 0P �I Job Title C.oON�uc- HC-M3C-V7 ; Reports to Address of Reporting Individual S-1 a" � Phone Numbers: Home: 31 I - I S ; Work -4 i i o Signature of Reporting Individual City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: Date Filing Received: Clerk's Office Employee Receiving Filing: 1 t f V Statement of Financial Interests Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title H I 1-5 (-A NS 10G F-(t K`�t l S Nay Part II List any capital asset, Iocated:within.the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than;the sale of the reporting individual's principal place of residence. Asset Description Y Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address ...Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a_financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership + f Part VI List the identity of any financial interest'in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action Requested by Person Owe 4 Part VIII List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by ' Reporting Individual in Such Person _ Penalties for Failure to File Any,_person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or .employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as provided in subsection (3). A person who is required to file such statements of financial interest may have one thirty day extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. 'If you have questions regarding the completion of this form,contact the City Clerk or City Attorney. ) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board-of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; .(2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the.time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such. statements. (e) No appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The name, address, and type of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500 was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the .preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect.ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has.a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial,interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. _ (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to the City Clerk a list(current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current.year. (2) The City Clerk shall, in writing, notify all persons required to file statements of financial interests under this Section. Notice shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of$20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection(3). 7 1 (2) Any person who first becomes subject to the requirement to file a statement of financial.interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection(3). ' (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice-with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. ----------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information Name of Reporting Individual (iA� r-t Job Title C L tk a��.� ; Reports to. Address of Reporting Individual Phone Numbers: Home: 5��7 7''f), O(A ; work Signature of Reporting Individual City Clerk's Office to Complete Acknowledgment of Receipt of Filing with the Clerk's Office: Date Filing Received: Clerk's Office Employee Receiving Filing: Statement of Financial Interests 1 Part 1 List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of $2,500 was derived during the preceding year. Organization's Name Address Type of Your Organization Function/Title l� ell- M rl,� 41 vi t4.,,-Pr Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. 2 Part IV List the name of any person, business or organization from which the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 of 1976, as amended. Name Address Part V List the name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member of the individual's immediate family, had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. Name Address Instrument of Ownership CS Prl, �V�4 0083,L,--,ol o` DbA 01 LL.LC I ZZ C �a�c�,._1,�a L11-1 k dr` W 33 L'LC Part VI List the identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address 3 or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. Address or Description of Real Estate Type of Ownership l l2-Z-- N Part VII List the name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. Person's Name City Action Requested by Person a� �ufiz L_L_C tU-5 4 Part Vlll List the name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. Name of Person Title or Description of Position Held by Reporting Individual in Such Person Penalties for Failure to File Any person who first becomes subject to the requirements to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his/her statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall notify such person by certified mail of his/her failure to file by the specified date. Such person shall file his/her statement-of financial interests on or before June 15, along with a late filing fee of $20.00. Failure to file by June 15 shall constitute a violation of Chapter 290.08 of the Ethics Ordinance, except as. provided in subsection (3). A person who is required to file such statements of financial interest may have one thirty day extension by filing a notice with the. City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of Chapter 290.08 of the Ethics Ordinance. A statement of financial interest is considered filed when it is received by the City Clerk. (For assistance in completing this form, the full text of Chapter 290.08 of the Ethics Ordinance which governs the reporting of Financial Interests is attached. If you have questions regarding the completion of this form, contact the City Clerk or City Attorney.) 5 City of Lansing Excerpt from the Ethics Ordinance Adopted by the Lansing City Council on August 26, 1996 290.08 STATEMENTS OF FINANCIAL INTERESTS. (a) For purposes of this Section, the following persons shall be referred to as "reporting individuals": (1) Each elected officer and (2) Each appointed officer, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. (b) Each reporting individual shall file by May 1 of each year, a sworn written statement of financial interests in accordance with the provisions of this Section, unless (s)he has already filed a statement in that calendar year. (c) Statements of financial interest shall also be filed by the following: (1) An elected officer at the time of filing her/his oath of office; (2) A reporting individual whose appointment to office is subject to confirmation by the City Council at the time when her/his name is submitted to the Council for consideration; (3) Any other person at the time (s)he becomes a reporting individual. (d) The Department of Personnel Services, the Finance Director's Office, City Council Staff and the Office of the Mayor shall cooperate with the City Clerk in notifying individuals of their obligation to file statements of financial interests and in effecting the filing of such statements. (e) No appointed officer or employee shall be allowed to take the oath of office of shall enter into or continue her/his duties, unless (s)he has filed a statement of financial interests as required by this Chapter. (f) Statements of financial interests shall contain the following information: (1) The name, address, and type.of organization (other than the city) in which the reporting individual was an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of$2,500.was derived during the preceding year. (2) The identity of any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of$5,000 or more in the preceding calendar year other than the sale of the reporting individual's principal place of residence. (3) The name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. (4) The name of any person, business or organization from whom the reporting individual received during the preceding calendar year one or more gifts or honoraria having an aggregate value in excess of$500, but not including gifts from relatives, nor a campaign contribution or expenditure required to be recorded or reported under Public Act 388 OF 1976, as amended. (5) The name and instrument of ownership in any entity conducting business in the city, in which the reporting individual, or a member 6 of the individual's immediate family had a financial interest during the preceding calendar year. Ownership interests in publicly held corporations need not be disclosed. (6) The identity of any financial interest in real estate located in the city or other jurisdictions within which the city may own real estate or public utility improvements, other than the principal place of residence of the reporting individual, and the address or, if none, the legal description of the real estate, including all forms of direct or indirect ownership such as partnerships or trusts of which the corpus consists primarily of real estate. (7) The name of, and the nature of the city action requested by, any person which has applied to the city for any license or franchise, or any permit for annexation, zoning or rezoning of real estate during the preceding calendar year if the reporting individual or a member of the individual's immediate family has a financial interest in such person. (8) The name of any person doing independent contracting business with the city in relation to which business the reporting individual had a financial interest during the preceding calendar year, and the title or description of any position held by the reporting individual in such person. (g) Form for statement of financial interests. Typewritten or printed statements of financial interests are to be filed with the City Clerk the statement shall be verified, dated, and signed by the reporting individual personally. It shall be submitted on a form approved by the Board of Ethics. (h) Filing of Statements. (1) The City's Finance Director and the Personnel Director shall certify to.the City Clerk a list (current as of the prior January 1) of the names and mailing addresses of the persons who are required to file a statement of financial interests in the current year. (2) The City Clerk shall, in writing, notify all persons required to file statements.of financial interests under this Section. Notice. shall be delivered by first class mail to the last known address appearing in city records. (3) All statements of financial interests shall be available for examination and duplication by the public in the office of the City Clerk during the regular business hours of the City of Lansing, except as otherwise provided by law. Costs of duplicating the statement of financial interests.shall be paid by the person requesting the duplication. (4) No person shall use for any commercial purpose information contained in or copied from statements of financial interests required to be filed by this Chapter or from lists compiled from such statements. (i) Failure to file statements by deadline (1) The City Clerk shall notify any person who fails to file such a statement by May 1 of each year, by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement on or before May 31, along with a late filing fee of 7 $20.00. Failure to file by May 31 shall constitute a violation of this Chapter, except as provided in subsection (3). (2) Any person who first becomes subject to the requirement to file a statement of financial interests within 30 days prior to May 1 of any year shall be notified at that time by the appointing or employing authority of the obligation to file and shall file his statement at any time on or before May 31 without penalty. The appointing or employing authority shall notify the City Clerk of the identity of such persons. If such person fails to file a statement by May 31, the City Clerk shall-notify such person by certified mail of her/his failure to file by the specified date. Such person shall file her/his statement of financial interests on or before June 15, along with a late filing fee of$20.00. Failure to file by June 15 shall constitute a violation of this Chapter, except as provided in subsection (3). (3) A person who is required to file such statements of financial interest may have one thirty day filing extension by filing a notice with the City Clerk by the date on which the statement of financial interest is due. Failure to file by the extended deadline shall constitute a violation of this Chapter. (4) A statement of financial interest is considered filed when it is received by the City Clerk. 8 City of Lansing Statement of Financial Interests This statement must be completed and filed with the Lansing City Clerk no later than May 1 of each year by each of the following reporting individuals: r ..WWO 1/ All elected officers of the city. 2/ All appointed officers, including appointed officers of the Board of Water and Light, but excluding members of boards, commissions or agencies of the city. 3/ All elected officers of the city at the time of the filing of their oath of office. 4/ In the case of a reporting individual whose appointment to office is subject to confirmation by the City Council at the time when their name is submitted to the Council for consideration. 5/ Any other person at the time they become a reporting individual. The full text of the Financial Interests Section of the Ethics Ordinance is attached to this Statement for assistance in completion of this form. -------------------------------------------------------------------------------------------------------------- Reporting Individual to Complete- Basic Filing Information t ' Name of Reporting Individual VIR-I)eeo Job Title Reports to SiO&-n Address of Reporting Individual C d-01�,vr, Phone. Numbers: Home: �17 T��-/��✓� ; Work Signature of Reporting Individual City Clerk's Office to Complete -71 C Acknowledgment of Receipt of Filing with the Clerk's Office: r Date Filing Received: Clerk's Office Employee Receiving Filing: Statement of Financial Interests 1 Part List each organization (other than the city) in which you are an officer, director, associate, partner, proprietor or employee, or served in any advisory capacity, and from which any income in excess of $2,500 was derived during the preceding year. Organization a`me Address Type of Your Organization Function/Title Part II List any capital asset, located within the City of Lansing, including the address or legal description of real estate from which the reporting individual realized a capital gain of $5,000 or more in the preceding calendar year, other than the sale of the reporting individual's principal place of residence. Asset Description Part III List the name of any unit of government, other than the city, which employed the reporting individual during the preceding calendar year. 2