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Nomination Packet - Jan Marx - Mayor
• '-/ 1 \ /r8 Y_07', REGULAR MUNICIPAL ELECTION■ ;_� , i'`; City of San Luis Obispo PAGE 3 Required to be given to candidate. Election Date- November 4,2014 Required to-besigned-and.returned EXPIRES December 31,2014 RECEIVED • BALLOT DESIGNATION WORKSHEET JUL 18 2014 This worksheet is intended to assist in the prompt evaluation of requested ballot designationc 1 SLO CITY CLERK Name of Candidate (TA-Ai M 4(. Candidate for the Office of M P-yi*. o G -7--y 0E- 14-N z_a i s 0 3 i S P D (Including datnct or division number if applicable) Home Address --- Daytime Phone ! (., City,ST Zip Lt,r rl (CS/fn 0 01- Evening Phone _ q 3)405- Fax Number — Business Address 1-' 0 A(M s4_, -)City,ST Zip <Sarl Lr,G12-01010 c-4 �l 3 tf 0/ / Mailing Address' Name of Attorney or Other Person Authorized to Act in Your Behalf City,ST Zip -. 4-1 1-€44-s-cOiS/ o C-4-- `7 3 S406 7(Different from above Phone Number — Fax Number° „ Email Address — PROPOSED BALLOT DESIGNATION: M it Y o k (Note Designation must be your principal profession, vocation or occupation and may be no more than three words, however,you may use the full title of the elective office you currently hold) Donal) 1st Alternative M AYO / QOSI VESSL, 014 If Ai If above not accepted, ( QQ r22 2nd Alternative. t i9--YD 6\ 1J US f nJG1ft4/0/114 N 14-77°R i1.E Y Describe what you do and why you believe you are entitled to use the requested ballot designation If using the title of an elective office,you may submit a copy of your certificate of election or appointment The term incumbent"must be used as a noun It shall not be used in conjunction with any other words, including any accompanying adjectives or modifiers,and must stand alone Job Title /1/1/9., YO Contact Person(s)Who Can Verify this Information Dales You Held Position I/ Name(s) r0/1 S Name of Your Employer p re..,„/-- Telephone r� or Business � r Number(s) C�_9 "/ el - / 5-0 To the best of my knowledge and belief,the above-requested ballot-designations)represent my true principal profession(s),vocation(s)and/or occupation(s) which I am entitled to use as my ballot designations pursuant to sections 13107 and 13105 5 of the Elections Code `� _2O/V n ti and dated this I K day of 1 r r , in •tion) You may attach whatever supporting documentation or exhibits you wish that you believe support your proposed ball designation These documents will not be returned to you,so do not submit original versions 0 FORMS/Nomination Documents/Ballot Designation Worksheet,2013/Rev 10/2012 MC Elections r City of San Luis Obispo PAGE 4 Required to be given to candidate. Election Date November 4,2014 EXPIRES. December 31,2014 BALLOT DESIGNATION REQUIREMENTS • For your reference,the relevant provisions of Elections Code sections 13106, 13107 and 13107 5 are reproduced below 13106 NO TITLE OR DEGREE No title or degree shall appear on the same line on a ballot as a candidate's name,either before or after the candidate's name 13107 BALLOT DESIGNATION REQUIREMENTS (a) With the exception of candidates for Justice of the State Supreme Court or Court of Appeal,immediately under the name of each candidate,and not separated from the name by any line,may appear at the option of the candidate only one of the following designations (1) Words designating the elective city, county, district, state, or federal office which the candidate holds at the time of filing the nomination documents to which he or she was elected by vote of the people,or to which he or she was appointed,in the case of a superior court judge (2) The word"incumbent"(without any other word(s))if the candidate is a candidate for the same office which he or she holds at the time of filing the nomination papers,and was elected to that office by a vote of the people,or, in the case of a superior court judge,was appointed to that office (3) No more than three words designating either the current principal professions, vocations, or occupations of the candidate, or the principal professions, vocations, or occupations of the candidate during the calendar year immediately preceding the filing of nomination documents For purposes of this section, all California geographical names shall be considered to be one word Hyphenated words that appear in any generally available standard reference dictionary, published in the United States at any time within the 10 calendar years immediately preceding the election for which the words are counted, shall be considered as one word Each part of all other hyphenated words shall be counted as a separate word (4) The phrase"appointed incumbent"if the candidate holds an office by virtue of appointment,and the candidate is a candidate for election to the same office, or, if the candidate is a candidate for election to the same office or to some other office, the word"appointed"and the title of the office In either instance, the candidate may not use the unmodified word "incumbent"or any words designating the office unmodified by the word"appointed" However,the phrase"appointed incumbent"shall not be required of a candidate who seeks reelection to an office which he or she holds and to which he or she was appointed, as a nominated candidate, in lieu of an election, pursuant to Sections 5326 and 5328 of the Education Code or Section 7228,7423, 7673, 10229,or 10515 of this code (b) Neither the Secretary of State nor any other elections official shall accept a designation of which any of the following would be true (1) It would mislead the voter (2) It would suggest an evaluation of a candidate,such as outstanding,leading,expert,virtuous,or eminent (3) It abbreviates the word"retired"or places it following any word or words which it modifies (4) It uses a word or prefix,such as"former'or"ex-,"which means a prior status The only exception is the use of the word'retired" • (5) It uses the name of any political party,whether or not it has qualified for the ballot (6) It uses a word or words referring to a racial,religious,or ethnic group (7) It refers to any activity prohibited by law (c) If, upon checking the nomination documents and the ballot designation worksheet described in Section 13107 3, the elections official finds the designation to be in violation of any of the restrictions set forth in this section,the elections official shall notify the candidate by registered or certified mail return receipt requested,addressed to the mailing address provided on the candidate's ballot designation worksheet (1) The candidate shall,within three days,excluding Saturday, Sunday, and state holidays,from the date he or she receives notice by registered or certified mail,or from the date the candidate receives actual notice of the violation,whichever occurs first,appear before the elections official or, in the case of the Secretary of State, notify the Secretary of State by telephone, and provide a designation that complies with subdivision (a) (2) In the event the candidate fails to provide a designation that complies with subdivision (a)within the three-day period specified in paragraph (1),no designation shall appear after the candidate's name (d) No designation given by a candidate shall be changed by the candidate after the final date for filing nomination documents, except as specifically requested by the elections official as specified in subdivision(c)or as provided in subdivision (e) The elections official shall maintain a copy of the ballot designation worksheet for each candidate that appears on the ballot in the county for the same penod of time as applied to nomination documents pursuant to Section 17100 (e) The designation shall remain the same for all purposes of both primary and general elections, unless the candidate, at least 98 days pnor to the general election,requests in writing a different designation which the candidate is entitled to use at the time of the request (f) In all cases,the words so used shall be printed in 8-point roman uppercase and lowercase type except that, if the designation selected is so long that it would conflict with the space requirements of Sections 13207 and 13211, the elections official shall use a type size for the designation for each candidate for that office sufficiently smaller to meet these requirements (g) Whenever a foreign language translation of a candidate's designation is required under the Voting Rights Act of 1965 (42 U S C Sec 1971), as amended,to appear on the ballot in addition to the English language version,it shall be as short as possible,as consistent as is practicable with this section,and shall employ abbreviations and initials wherever possible in order to avoid undue length 13107 5 BALLOT DESIGNATION OF"COMMUNITY VOLUNTEER" (a) A candidate's ballot designation as"community volunteer"shall constitute a valid principal vocation or occupation for purposes of subdivision(a)of Section 13107,if not otherwise in violation of any of the restrictions set forth in that section,and subject to the following conditions (1) A candidate's community volunteer activities constitute his or her principal profession,vocation,or occupation (2) A candidate is not engaged concurrently in another principal profession,vocation,or occupation (3) A candidate may not use the designation of "community volunteer" in combination with any other principal profession, vocation,• occupation designation (b) The Secretary of State shall by regulation define what constitutes a community volunteer for purposes of this section 0 FORMS/Nomination Documents/Ballot Designation Worksheet,2073/Rev 10/2012 MC Elections City of San Luis Obispo-City Council Members http//www slocity org/citycouncilmembers asp RECEIVED d JUL 1 8 2014 SG C �-2L �� OBI O� SLO CITY CLERK t w __ 9<r a �` - '..-,e.`,-= ' „3 Choose a Destination Sea:ar Wn:ac.Vs rain About the Department City Council Members ��Visiting SLO I Mayor Council Member 11 Jan Howell Marx Kathy Smith 11CitY Government I Contacting the _ %T83- '-ts l € a*- Council: ` ``. �.., g s Employment —_-_ I ,a+ 4 era- . _ "`�` ° '' ? If you would like to i Bids&Proposals i.-. f , ,, • send written comments ff pmt FAQs - Y ii` to the City Council, ,�, " ,," : _. please click here. - -; How are we doing? . "4, Please note that Y*; 4 - 7 `� _ ' comments will be sent to the City Council and City Staff. Term 12/12-12/14 ' `� Send mail to Term 12/10-12/14 (805) 781-7120 990 Palm St. San Luis Obispo, CA (805) 540-9448 imarx(�slocitv.orq 93401 ksmith(alslocity.orq or call 805-781-7114 Vice Mayor Council Member Council Member Carlyn Christianson Dan Carpenter John Ashbaugh r - - - .mod ffi +`Y' 4:4-. c.- ^' "1 a - .y. N f c.' '`,' a 7--iv,43 t £trvs¢,3,� t t. r St`°rx . u. o x 3a c .4 i 1T x5 I' Term 7/13-12/14 Term 12/12-12/16 Term 12/12-12/16 (805) 550-9320 (805) 431-3174 (805) 550 7713 cchristi(dslocitv.orq dcarpent(aslocity orq iashbaunCdslocitv.orq NOTE: E-Mail correspondence sent to or from members of the City Counai via the City's website are considered public records and may be subject to disclosure and additional distnbution pursuant to the Public Records Act and Brown Act 1 of 2 7/18/2014 5 36 AM RECEIVED City of San Luis Obispo PAGE 5 Required to be given to candidate.A Election Date November 4,2014 Required to be sign} ncirerurlr&. EXPIRES December 31,2014 SLO CITY CLERK CANDIDATE'S STATEMENT INFORMATION SHEET Complete this form,and submit with your candidate statement Please use all regular lower case letters(do not use all caps) Provide a brief description of no more than 200 words,of the candidate's education and qualifications Be sure to include the official title of the office you are a candidate for,your name,age,and occupation (see bottom of reverse side for sample format) Enter the candidates'name and the office title Enter the name of the jurisdiction to which the office belongs,if other than the name of the city(i e,the name of the school district) SLtn Marx G`k, of c.cn Leis i00 Candidates Name I Junsdiction Name y� C Male Female Office Title(I e Mayor,Member of the City Council,City Clerk,Member of the Board of Education,etc) I DO WANT my Candidate Statement to appear In the following languages in the Sample Ballot Voter Pamphlet English ❑ Spanish/Colloquial(informal) ❑ Chinese/Traditional ❑ Japanese ❑ Korean ❑ ❑ Spanish/Castlllian(formal) ❑ Chinese/Simplified ❑ Vietnamese ❑ Tagalog Other ❑ I DO NOT WANT to file a candidate statement Signature of Candidate: STATE LAW PROVIDES(per Election Code Section 13307) 1 A Candidate Statement is optional and available to all candidates for nonpartisan offices • 2 The statement may include candidate's age,occupation and a brief descnption of education and qualifications (expressed by the candidate himself or herself) 3 Each local Jurisdiction determines a the maximum number of words allowed,usually 200 words b responsibility for payment,the candidate or the Jurisdiction c whether the costs are to be paid in advance 4 Reference to political party affiliation or mention of any partisan political membership or activity is not permitted 5 Reference to other candidates for that office or to another candidate's qualifications,character,or activities are prohibited (EC 13308) 6 No changes of any kind are allowed AFTER the statement is filed 7 The statement may be withdrawn(in writing)up to 5 00 pm of the next working day after the close of the nomination period 8 Statements are confidential until after the close of the nomination penod 9 A candidate may request that the statement also be pnnted in other languages and included in the Sample Ballot Voter Information Pamphlet mailed to all voters in the election area An additional fee may be required to pnnt the additional languages CANDIDATE STATEMENTS MUST BE FILED AT THE TIME NOMINATION PAPERS ARE FILED. COST INFORMATION The estimated cost is determined pnor to all information being available,therefore,it is an approximation of the actual cost that varies from election to election and may be significantly more or less depending on the actual number of candidates filing statements For Election Official's use only Estimated Cost of Printing Candidate's Statement in !English ian Q Spanish Chinese Korean Tagalog Vietnamese Other !If applicable,the below estimated cost is for the Translations(and formatting if translation is provided by the candidate)and this cost does not include pnnting, !which cost is noted above Spanish Chinese Korean Tagalog Vietnamese Other Election Official a Send one copy of this page and the candidate statement to the vendorlpnnter b keep original set for your files c make one copy for candidate (More information on reverse side) d make one or more cop:es for the translator(s)if necessary City of San Luis Obispo PAGE 7 Required to be given to candidate. Election Date November 4,2014 EXPIRES December31,2014 • CODE OF FAIR CAMPAIGN PRACTICES RECEIVED (Division 20, Chapter 5, Elections Code.) JUL 18 2014 Chapter 5 Fair Campaign Practices SLO CITY CLERK Article 1. General Intent 20400 The Legislature declares that the purpose of this chapter is to encourage every candidate for public office in this state to subscribe to the Code of Fair Campaign Practices It is the ultimate intent of the Legislature that every candidate for public office in this state who subscribes to the Code of Fair Campaign Practices will follow the basic principles of decency, honesty, and fair play in order that, after vigorously contested, but fairly conducted campaigns, the citizens of this state may exercise their constitutional right to vote, free from dishonest and unethical practices which tend to prevent the full and free expression of the will of the voters The purpose in creating the Code of Fair Campaign Practices is to give voters guidelines in determining fair play and to encourage candidates to discuss issues instead of untruths or distortions Article 2. Definitions 20420 As used in this Chapter, "Code" means the Code of Fair Campaign Practices Article 3. Code of Fair Campaign Practices 20440 At the time an individual is issued his or her declaration of candidacy, nomination papers, or any other paper evidencing an intention to be a candidate for public office, the elections official shall give the individual a blank form of the code and a copy of this •ter The elections official shall inform each candidate for public office that subscription to the code is voluntary In the case of a committee making an independent expenditure, as defined in Section 82031 of the Government Code, the Secretary of State shall provide a blank form and a copy of this chapter to the individual filing, in accordance with Title 9 (commencing with §81000) of the Government Code, an initial campaign statement on behalf of the committee The text of the Code shall read, as follows (See "CODE OF FAIR CAMPAIGN PRACTICES" on reverse side). 20442 The elections official shall accept, at all times prior to the election, all completed forms that are properly subscribed to by a candidate for public office and shall retain them for public inspection until 30 days after the election. 20443 Every code subscribed to by a candidate for public office pursuant to this chapter is a public record open for public inspection 20444.In no event shall a candidate for public office be required to subscribe to or endorse the code. • • 0 FORMS/Nomination Documents/Code of Fair Campaign Practices 2006/Rev 2006 MC Elections City of San Luis Obispo PAGE 8 Required to be given to candidate. Election Date November 4,2014 Optional to be signed and returned. EXPIRES December 31,2014 CODE OF FAIR CAMPAIGN PRACTICES • There are basic principles of decency, honesty,and fair play which every candidate for public office in the State of California has a moral obligation to observe and uphold in order that, after vigorously contested but fairly conducted campaigns, our citizens may exercise their constitutional right to a free and untrammeled choice and the will of the people may be fully and clearly expressed on the issues THEREFORE. (1) I SHALL CONDUCT my campaign openly and publicly,discussing the issues as I see them, presenting my record and policies with sincerity and frankness,and criticizing without fear or favor the record and policies of my opponents or political parties that merit this criticism (2) I SHALL NOT USE OR PERMIT the use of character defamation,whispering campaigns, libel,slander,or scurrilous attacks on any candidate or his or her personal or family life (3) I SHALL NOT USE OR PERMIT any appeal to negative prejudice based on a candidate's actual or perceived race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status,age,sexual orientation, sex, including gender identity,or any other characteristic set forth in Section 12940 of the Government Code, or association with another person who has any of the actual or perceived characteristics set forth in Section 12940 of the Government Code (4) I SHALL NOT USE OR PERMIT any dishonest or unethical practice that tends to corrupt or undermine our American system of free elections,or that hampers or prevents the full and free expression of the will of the voters including acts intended to hinder or prevent any eligible person from registering to vote,enrolling to vote,or voting (5) I SHALL NOT coerce election help or campaign contributions for myself or for any other candidate from my employees. (6) I SHALL IMMEDIATELY AND PUBLICLY REPUDIATE support deriving from any individual or group that resorts,on behalf of my candidacy or in opposition to that of my opponent,to the methods and tactics that I condemn I shall accept responsibility to take firm action against any subordinate who violates any provision of this code or the laws governing elections • (7) I SHALL DEFEND AND UPHOLD the right of every qualified American voter to full and equal participation in the electoral process I,the undersigned,candidate for election to public office in the State of California or treasurer or chairperson of a committee making any independent expenditures, hereby voluntarily endorse, subscribe to,and solemnly pledge myself to conduct my campaign in accordance with the above principles and practices /?/ - -7 - 18; 2-o/(74 Sigria r Date TA-Id M q-)< Candidates Name November 4,2014 Date of Election • O FORMS/Nomination Documents/Code of Fair Campaign Practices,2008/Rev 2006 MC Elections RECEIVED Date Received CALIFORNIA FORM 7`QQ STATEMENT OF ECONOMIC INTERESTS JUG TD=2414 FAIR POLITICAL PRACTICES COMMISSIONfl d,PU iLl bCUMENT COVER PAGE SLO CITY CLERK Please type or pnnt rn ink NAME OF FILER (LAST) (FIRST) (MIDDLE) Marx Jan Howell 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of San Luis Obispo Division, Board, Department, District, if applicable Your Position Mayor If filing for multiple positions,list below or on an attachment (Do not use acronyms) Agency Position 2. Jurisdiction of Office (Check at least one box) ❑State ❑Judge or Court Commissioner(Statewide Jurisdiction) ❑Multi-County ❑County of ❑City of San Luis Obispo ❑Other 3. Type of Statement (Check at least one box) p Annual The period covered is January 1, 2013, through ❑ Leaving Office Date Left I / December 31, 2013 (Check one) The period covered is —I , through 0 The period covered is January 1, 2013, through the date of December 31, 2013 leaving office ❑ Assuming Office. Date assumed —J 0 The period covered is — I , through the date of leaving office WI Candidate Election year 2014 and office sought, if different than Part 1 Mayor 4. Schedule Summary 7 Check applicable schedules or"None." r Total number of pages including this cover page: Schedule A-1 -Investments-schedule attached [chedule C -Income Loans, 8 Business Positions-schedule attached (/Schedule A-2-Investments-schedule attached ❑ Schedule D-Income-Gifts-schedule attached Imo' Schedule B-Real Property-schedule attached ❑ Schedule E- Income-Gifts-Travel Payments-schedule attached -or- ❑ None-No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended-Public Document) San Luis Obispo CA 93406 DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS(OPTIONAL) ( 805 ) 541-2716 I have used all reasonable diligence in preparing this statement I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete I acknowledge this is a public document I certify under penalty of perjury under the laws of the State of California that the foregoing rue and correct Date Signed 07/18/2014 Signature (month,day year) (F e t ong;ndly signed stxemeni erh lour/dug Whoa) FPPC Form 700(2013/2014) FPPC Advice Email:advice @fppc.ca gov FPPC Toll-Free Helpline 866/275-3772 www.fppc ca gov SCHEDULE A-1 CALIFORNIA F 7b .- . ,: o , Investments ,FAIR POLITICAL PRACTICES COMMISSION Y Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Jug 1-1-0tek Marx Do not attach brokerage or Cnancial statements ► NAME OF BUSINESS ENTITY L ► NAME OF BUSINESS ENTITY � at , . R.✓1y IL:Iw '✓1� ' fir✓ST GENERAL DESCRIPTION OF THIS BUSINESS �"f.. / 30/O� GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKEY VALUE FAIR MARKET VALUE ❑ 52 000-$10,000 ❑ $10 001 -$100 090 ❑ 52.000-510.000 ❑$10 001 -$100,000 n,5100,001 -51 000.000 ❑ Over 51,000.000 ❑ $100,001 -$1,000,000 ❑ Over$1,000 000 NATURE OF INVESTMENT nu vii / /—�, n NATURE OF INVESTMENT Stock ❑Other Van 0,1a-ref V °1�r ❑ Stock ❑Other escnbe) / Q (Describe) ❑ Partnership 0 Income Received of SO-5499 / Fi.t-hri.S ❑ Partnership 0 Income Received of SO-$499 0 Income Received of S500 or More(Report on Schedule C) 0 Income Received of 5500 or More(Repon on Schedule C) IF APPLICABLE,UST DATE IF APPLICABLE. LIST DATE —/� 13 _J_J 13 _j____/ 13 ______/____/ 13_ ACQUIRED DISPOSED ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY • NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE FAIR MARKET VALUE ❑ 52 000-$10,000 ❑510,001 -5100.000 ❑ 52.000-510.000 ❑$10 001 -5100,000 ❑ 5100,001 -51,000.000 ❑ Over 51,000 000 ❑ 5100,001 -S1,000.000 ❑ Over S1 000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Stock ❑Other ❑ Stack ❑Other (Describe) (Describe) ^� ❑ Partnership 0 Income Received of SO-$499 a Partnership 0 Income Received of SO-$499 O Income Received of$500 or More(Report cr Schedule C) 0 Income Received of$500 or More(Report on Schedule C) IF APPLICABLE,LIST DATE IF APPLICABLE LIST DATE --i_____/ 13 /_/133 _ i_J 13 _j___/ 13 ACQUIRED DISPOSED ACQUIRED DISPOSED • NAME OF BUSINESS ENTITY ■ NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE FAIR MARKET VALUE ❑$2,000-$10,000 ❑ $10,001 -$100,000 ❑ $2,000-510,000 ❑ $10 001 -5100.000 ❑ $100,001 -51 000,000 ❑ Over 51 000.000 ❑ $100 001 -$1,000 000 ❑ Over 51,000 000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Stock ❑Other ❑ Stock ❑Other (Describe) (Describe) ❑ Partnership 0 Income Received of SO-$499 ❑ Partnership 0 Income Received of SO-$499 Q Income Received of 5500 or More(Report an Schedule C) 0 Income Received of 5500 or More(Report on Schedule C) IF APPLICABLE,LIST DATE IF APPLICABLE LIST DATE /____J 13 /_./ 13 /_/ 13 /_/ 13 ACQUIRED DISPOSED ACQUIRED DISPOSED Comments FFFC Form 700(2013/2014) FPFCAdvice Email advlce@fppcca goy F Toll-FreeHelpllne 866/275-3772 wwwfppcca gov CZ E- s+- -t+`ma C SCHEDULE A-2 CA�IFORNA FORM ,F ' Investments, Income, and Assets °A`R'°L�TICAL PRACTICES COMNiSSI° Name of Business Entities/Trusts (Ownership Interest is 10% or Greater) 1-10i.,at M°-r)( Y ►,�1�B1151NE5SjENTITYO; R-iRUST ? ;741..fr.'v:z.s.7� =4--:,,j n ``'ib.;;4ugi;<?� i1SBUSINESS3ENTITY'O cTRUSTx- ` u ;�yij:v4 :) i Ste„4--Ja,.. H.wele /kafrx 4'0 -7 d-- dM /y/of Name Name , -.4,hr30.- fr/O-D d ? Address(Business Address Acceptable) `'f J rD- Address(Business Address Acceptable) Ch ck one Check one Trust.go to 2 ❑ Business Entity,complete the box,then go to 2 ❑ Trust go to 2 ❑ Business Entity complete the box then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS -GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE,LIST DATE , FAIR MARKET VALUE IF APPLICABLE LIST DATE ❑SO-$1,999 : '❑ SO-S1,999 ❑$2 000-$10,000 _i_/ 13 _i_// 13 I 10 $2,000-$10.000 _/_/ 13 /_/ 13 ❑$10.001 -5100000 ACQUIRED DISPOSED 10 S10,001 -$100,000 ACQUIRED DISPOSED i❑ $100,001 -$1,000,000 '❑ $100,001 -$1.000.000 ❑ Over 51,000,000 ID Over Si 000.000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑ Sole Propnetorship ❑ '❑Partnership ❑ Sole Propnetorsh•p ❑ Ome• Other I YOUR BUSINESS POSITION --- YOUR BUSINESS POSITION ►2 IDENTIFY THEGROSSIINCOME RECEIVEDZUNCLUDE YOUR PRO RATA; 2 IDENTIFY THE GROSS,INCOME RECEIVEDn(INCLUDE YOUR PRO:RATA 3 FSNARE OFTTHEiGROSSJINCOMEIIQT.THE(ENTITY/TRUST) isHAREEOF-THE13ROSS INCOME,MITHE3 ENTITY/TRUST),,, s'_F f ❑ SO-$499 t $10,001 -$100,000 ❑$0-$499 ❑$10,001 -S100.000 ❑$500-$1.000 ❑ OVER$100,000 ❑$500-51,000 ❑OVER 5100.000 ❑s1 001 -510,000 ❑si.00i -$10,000 oi 3 LIS7 THE NAME OF EACH;REPORTABLE SINGLE-SOURCE(OF_ 3 LIST+THE+NAMEiOF EACH REPORTABLE'E'SINGLE_4SOURCCE OF g IHCOME:OF$10,00010R MORE(�mce._.v au snc`a i ncassvy.„ % .-r, t} INCOME OF 510,000 OR,MORE �n a uyaia..nect a MZSwryr„ ❑ None None —MIL Vail acrd 6 -`n- l Y-2 �(s PA Co A-t�-t-c N� r, ►esIHVESTMENTS AND_INTERESTS IN-REAL-PROPERTYYiNEELD'OR' 'ill'INVESTMENTSTAND.INTERESTS IN REAUPROPERTY4IELD OR`s= � LEASEbt BRl'THEBUSINESS ENTITYYOR1TRUST ` . .°s fit,. LEASEI,)3Y THE,BUSINESSENTITYZORITRUST a[:-" 1-4:4re.,}}d;3 Check one box Check one box ❑ INVESTMENT XI REAL PROPERTY ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity If Investment.or Name of Business Entity.if Investment.gr / Kcl-cet.vr-+ Description of Business Activity i 6 ;3(/'D Description of Business Acbvity'pr City or Other Precise Location of Real Property City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE FAIR MARKET VALUE IF APPLICABLE,LIST DATE ❑ $2,000-$10 000 , ❑ 52,000-$10 000 10 ❑ $ 001 -$1000 � 00 -/13 =/*- -*/ 13 ❑ 510 001 -$100.000 / /133 /_/ 13 X100,001 -Si 000,000 ACQUIRED DISPOSED ❑ 5100,001 -$1,000,000 ACQUIRED DISPOSED Al Over 51,000 000 ❑ Over$1,000,000 NATURE OF INTEREST NATURE OF INTEREST 13.Properly Ownership/Deed of Trust ❑Stock ❑ Partnership ❑ Property Ownership/Deed of Trust ❑Stock ❑ Partnership ❑ Leasehold ❑Other ❑ Leasehold ❑Other Yrs remaining Yrs remaining ❑ Check box if additional schedules reporting investments or real property ❑Check box if additional schedules reporting investments or real property are attached are attached FPPC Form 700(2013/2014)Sch A-2 Comments: FPPC Advice Email advice @fppc ca gov FPPC Toll-Free Helpline 866/275.3772 www fppc ca gov 4 CALIFORNIA FORM` r�, SCHEDULE B FAIRPOLrnCALPRACTICESCOMMISSIONk, Interests in Real Property Name (Including Rental Income) To,, 01,aft_ '-(cur)( • ASSESSORS PARCEL NUMBER OR STREET ADDRESS • ASSESSORS PARCEL NUMBER OR STREET ADDRESS / C 7 D W O I'3�( Ds- cl ,c -1G4,1-crh T.I4cho 3 (to FAIR MARKET VALUE IF APPLICABLE.LIST DATE FAIR MARKET VALUE IF APPLICABLE LIST DATE ❑ $2,000-$10,000 _ ❑S2 000-510,000 ❑$10001 -$100.000 —/—/ 13 ) 13 ❑mow -$100,000 / 13 —/ —/ 13 15100001 -S7 000.000 ACQUIRED DISPOSED Ksloo,00l -$1.000,000 ACQUIRED DISPOSED Over$7,000.000 ❑Over$1,000.000 NATURE OF INTEREST NATURE OF INTEREST Ownership/Deed of Trust ❑ Easement "-Ownership/Deed of Trust ❑ Easement ❑ Leasehold ❑ ❑ Leasehold ❑ Vrs remaining Other Yrs remaining Other IF RENTAL PROPERTY GROSS INCOME RECEIVED IF RENTAL PROPERTY GROSS INCOME RECEIVED ❑ s0-$499 ❑$500-$1 000 ❑$1 001 -$10,000 ❑$o-$499 ❑ $500-$1 000 51 001 -$10 000 ❑ S10.001 -$100 000 ❑OVER$100,000 ❑$10,001 -S100 000 ❑OVER 5100,000 SOURCES OF RENTAL INCOME If you own a 10% or greater SOURCES OF RENTAL INCOME If you own a 10% or greater interest, list the name of each tenant that Is a single source of Interest, list the name of each tenant that is a single source of Income of$10,000 or more income of$10,000 or more ❑ None ❑ None /`� Tee 1- A-ry -larJ�- * You are not required to report loans from commercial lending institutions made In the lender's regular course of business on terms available to members of the public without regard to your official status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' NAME OF LENDER' ADDRESS(Business Address Acceptable) ADDRESS(Business Address Acceptable) BUSINESS ACTIVITY,IF ANY OF LENDER BUSINESS ACTIVITY IF ANY OF LENDER INTEREST RATE TERM(Months/Years) INTEREST RATE TERM(Months/Years) % ❑ None _ °.o ❑ None HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD ❑5500-$1,000 ❑ si.00i -sio,000 ❑ $500-$1,000 ❑ 51.001 -510 000 ❑$10,001 -5100 000 ❑OVER$100,000 ❑ $10,001 -$100.000 ❑ OVER$100,000 ❑Guarantor if applicable ❑Guarantor if applicable Comments FPPC Form 700(2013/2014)Sch B FPPC Advice Email advice @fppc ca.gov FPPC Toll-Free Helpline 866/275-3772 www fppc ca gov SCHEDULE C i,CALIFORNIA FORM t Income, Loans, & Business I FAIR POLITICAL PRACTICES_COMMIISSION Positions Name (Other than Gifts and Travel Payments) t40&42( /-44-0( ►_ 1..INCOME RECEIVED_ °, >_ _ , -_'. u �,.-?�h ► '1.,INCOME'RECEIVED - _ `-}y_ _ -_ _ „_ NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME l ut1- &/1-pa SG h r atriga C 2 ccQ 601e04/1..�4-.i' ADDRE S( siness Address Acceptable) I P � C ADDRESS(Business Addre Acceptable) t2 S oki o C4- /tQ�LJ taA3 0k)f 10•0 Cjr. BUSINESS ACTIVITY IF ANY,OF SOURCE BUSINESS ACTIV�IITYY IF ANY.OF SOURCE YOUR BUSINESS`� IOt�/DJ� YOUR 0(WOESS POSITION��� �e/N / /4a7 o %otd GROSS INCOME RECEIVED GROSS INCOME RECEIVED ❑$500-$1,000 ❑Si 001 -510.000 ❑$500-$1,000 K$1 001 -$10000 $10,001 -S100,000 ❑OVER$100,000 ❑$10,001 -5100 000 ❑OVER$100.000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED ',Salary ❑Spouse's or registered domestic partner s income ❑ Salary ❑ Spouse's or registered domestic partner's income ❑ Loan repayment ❑ Partnership ❑ Loan repayment ❑ Partnership ❑Sale of ❑ Sale of (Real property,car,boot,erc) (Real property car boar,etc) ❑Commission or ❑ Rental Income,list eacn source of 510 odd or more ❑ Commission or ❑ Rental Income bs'each source of 310 000 or more ❑Other KI.,Other C71-1 Pert d_ P-e r r (Descnbe) I (Descnbe) ►`, 2.;LOANS,RECEIVEDiOR OUTSTANDINGI OURING THE`REPORTING PERIOD 5. .+�_ �:.:,f 6a -.L'.^ * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction. made in the lender's regular course of business on terms available to members of the public without regard to your official status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' INTEREST RATE TERM(Months/Years) % ❑ None ADDRESS(Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY,IF ANY OF LENDER ❑None ❑ Personal residence ❑Real Property Street address HIGHEST BALANCE DURING REPORTING PERIOD ❑$5o0-S1.000 Gay ❑$1,001 -510,000 ❑Guarantor ❑ S10,001 -$100,000 ❑ OVER S100,000 ❑ Other (Descrrbot Comments FPPC Form 700(2013/2014)Sch C FPPC Advice Email•advice @fppc.ca gov FPPC Toll-Free Helpline•866/275-3772 www fppc.ca gov SCHEDULE C CALIFORNIAfFORM7im 'TFAIR"POL`mcAL,RRACTICES COMMISSION, Income, Loans, & Business Positions Name l,,e0. (Other than Gifts and Travel Payments) 3—an,/ka r)C ► �;INCOME,RECEIVED`,_`�_„��,.,.+�' �;_ ,g"=- ;-�,t��-'���►"-1�INCOME;RECEIVED ��.�:�,��;� �+. NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME r r Imo? °Lei 0 V�I'j�Y�Q Ta.,.fj�o%t�-- A—let SO GrGLe_ Q C c ri I ADDRESS(Business Address AAtxkptable) V ADDRESS(Business Address Acceptable) / I79A Crocl 1/44r 01,:r °O vw 2 ��cr S fJ O1,:r po 00 !fer BUSINESS ACTIVITY,IF ANY,OF SO RCE (T BUSINESS ACTIVITY, IF ANY,Of SOURCE G qo • 'o--✓%e- jive( o G/i J S2 ctext m_b YOUR BU INESS POSITION YOUR BUSINESS POSITION 235 goarc, /1.1b4-.- rec,rr Irektr- GROSS INCOME RECEIVED GROSS INCOME RECEIVED ❑ssoo-$1,000 Igs1.001 -$10,000 ❑ ss0o-$1 000 ❑ $1 001 -$10000 ❑$10,001 -$100 000 ❑ OVER S100,000 '10,001 -$100 000 ❑ OVER$100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑Spouses or registered domestic partner's income ] Salary Spouse's or registered domestic partners income ❑Loan repayment ❑ Partnership Loan repayment ❑ Partnership ❑ Sale of I I Sale of (Real property car boat,etc) (Real property car,boat em) ❑ Commission or ❑ Rental Income, list each source of 510 000 or more ❑ Commission or ❑ Rental Income,list each source of$10000 or more ( .Other Ch Y' 'vJ per role-'�7�i G� 'Other (-e -),re/} rficcn-t_ 0-F (Cr'et- VV / (Describe) .J (Describe) rpo vJ ►'f2.L°OANSIRECEIVED`OR+OUTSTANDING DURINGTHEIREP_ORTINGIPERIOD 't`t- ry = - ,Z;f:Lii -x„. * You are not required to report loans from commercial lending institutions, or any Indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your oficial status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' INTEREST RATE TERM(MonthslYears) % ❑ None ADDRESS(Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY IF ANY,OF LENDER ❑ None 0 Personal residence ❑ Real Properly Street adaress HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500-$1,000 City ❑ $1,001 -$10,000 ❑ Guarantor ❑$10 001 -$100,000 ❑. OVER$100,000 ❑Other (Descbe) Comments FPFCForm 700(2013/2014)Soh C FPFCAdvlce Email advlce@fppcca gov FPPCToI I-Free Helpline 866/2753772 www fppcca gov SCHEDULE C CALIFORNIA FORM 11104 FAIR POLITICAL RAC CE COMM15510N�,t Income, Loans, & Business 1? ,, � - Positions Name /_. - (Other than Gifts and Travel Payments) .g(r• I`0t -LQ�/ ` / - ►(;1:`1NCOMERECENED;; . ►ET;`INCOME,RECEIVED = --'gaa,� -,_ -� F- � �.��- NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME P F—(R S -Tse 4—4Q-ry Aa/rx ADDRESS(Business Address Acceptable) ADDRESS(Business Addr ss Acceptable) GPif c-o(ri 2la - (Vo4-4I 'too 9 Si; Pr Of go?( a-6s i- ' fLl P- �IiA BUSINESS ACTIVITY,IF Y,OF SOURCE ..-]Gf6.�.([Mey't��q c4 BUSINESS ACTIVITY IF ANY,OF SOURCE b el/100,1 S `iS��1 reel YbbUR BUSINESS POSITION YOUR BUSINESS POSITION 5690 0sets penljo ©f tl ,∎ re."'(-e---e (.9'I It— GROSS INCOME RECEIVED GROSS INCOME RECEIVED ❑ $500-51.000 ❑51 001 -Sto,000 ❑sso0-51.000 ❑$1,001 -570 000 570,001 -5100.000 ❑ OVER$100,000 i 570,001 -$100,000 0 OVER 5100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑Salary Spouses or registered domestic partner's income ❑ Salary ❑Spouses or registered domestic partners income ❑Loan repayment ❑ Partnership ❑ Loan repayment ❑ Partnership ❑ Sale of ❑Sale of (Real property car boat,etc) (Real property car boat etc) ❑ Commission or ❑ Rental Income,list each source of 510 000 or more ❑Commission or [g Rental Income list each source of 510 000 or more 3-15 - F- A Nil s•c ❑Other ❑Other (Describe) (Describe)•G 2.'L'OANS"RECEIVEDIOR OUTSTANDING,DURING THE REPORTING PERIOD,"` ;:-:-3--r�� __-. . ., ;. t'.,'. �— 3= 4 ' • `'t * You are not required to report loans from commercial lending institutions, or any Indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your ofEcial status Personal loans and loans received not in a lender's regular course of business must be disclosed as follows NAME OF LENDER' INTEREST RATE TERM(Months/Years) % ❑ None ADDRESS(Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY IF ANY,OF LENDER ❑ None ❑ Personal residence ❑ Real Property Street address HIGHEST BALANCE DURING REPORTING PERIOD ❑5500-51,000 qty ❑ $1,001 -$10,000 ❑Guarantor ❑ $10001 -5100,000 ❑ OVER$100.000 ❑ Other (Describe) Comments FPFCForm 700(2013/2014)Sc11 C FFACAdvice Email advice@fpperd gov FFPCTotI-Free Helpline 866/275-3772 www fppcp gov CANDIDATE STATEMENT OF QUALIFICATIONS – JAN MARX CITY OF SAN LUIS OBISPO OFFICE SOUGHT: MAYOR NAME: Jan Marx OCCUPATION: Mayor AGE: I’ve served the City of San Luis Obispo for four years as Mayor and six years as a member of Council. Under my leadership, we’ve received national recognition as an outstanding place to live, work and play. I’m proud of these accomplishments, but much remains to be done to maintain our upward economic, social and environmental momentum. A proven municipal and regional leader, I’ve responded decisively and creatively to challenges facing San Luis Obispo, promoting fiscal responsibility, economic vitality, pension reform, neighborhood wellness and environmental stewardship. On the San Luis Obispo Council of Governments (SLOCOG), I’ve won allocations for bike paths, transit and roads, including $16 million LOVR interchange funding. Recently I initiated the regional partnership which provided for the co-location of a future bus facility and homeless shelter at 40 Prado Road. During my next term, I’ll champion neighborhood stabilization, workforce housing, open space preservation, and pedestrian and bicycle Masterplan implementation. A 26-year SLO resident, married grandmother of four, Stanford and Santa Clara Law graduate, and business owner, I’m active in Chamber, Rotary, neighborhood, conservation, arts and humanitarian organizations. My experience, effectiveness and vision make me the most qualified candidate for Mayor. For a thriving, sustainable San Luis Obispo, re-elect Jan Marx. [jan@janmarx.com (805)541-2716]