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HomeMy WebLinkAboutCarpenter - 2012 Supporting documentationCi i Y OF SAN LUIS OBISPO CAMPAIGN STATEMENT DISCLOSURE LOG Date of Election: Nov. 6, 2012 Candidate: Dan Carpenter E -mail dancarpslo @yahoo.com Office Sought: Council Treasurer: Dan Carpenter Committee Name: Dan Carpenter for SLO City Council 2012 I.D. Number: 1346426 GA702 -01 Elections \Campaign Statement Disclosure Log — Master \Campaign Statement Disclosure Log 8/23/2012 Date Filed Period Covered Amendment Filed Form #/ Name Date Due 501 401 1/23/12 3/14/12 460 7/31/12 7/16/12 460 10/5/12 �o Z �O D 14ilO 1 13 � 3i !z - )/9/1,3 GA702 -01 Elections \Campaign Statement Disclosure Log — Master \Campaign Statement Disclosure Log 8/23/2012 STATEMENT OF RESPONSIBILITY FOR TEMPORARY POLITICAL SIGNS Election Date: November 6, 2012 Candidate's Name: Office sought or Measure Number: r C 1`4 V C0 Approximate Number of signs to be placed: Q The following person(s) will be responsible for removing signs that do not comply with the City regulations. RESPONSIBLE PARTY: Name: Address: �} •� ( , 95 Vq/ Phone Number (Include Area Code) RESPONSIBLE PARTY: Name: Address: Phone Number (Include Area Code) RTE Schroeder, Sheryll To: dancarpsio @yahoo.com Subject: Your Nomination Petition - Successful Candidate Carpenter, your nomination paper has been checked and you have been successful in securing at least 20 valid signatures, placing your name on the November 6, 2012 ballot as a candidate for San Luis Obispo City Council Member. Your petition contained 23 valid signatures, two signers with incorrect addresses and 5 signers with questionable signatures. Please feel free to contact me to review the document. Good luck in November. Sheryll ��� city of ERGO SAn Luis oBIspo 990 Palm Street San Luis Obispo, CA 93401 Phone 805 -781 -78100 TO: Dan Carpenter Campaign Fund FOR: Campaign Biography for Ballot INVOICE #'437 DATE: JULY 18, 2012 DESCRIPTION UNIT PRICE QUANTITY AMOUNT Campaign Biography for November Election Ballot $389.00 $389.00 DUPLICATE RECEIPT CITY OF SAN LUIS OBISPO RECVD BY: FINANCE CASHIER 111000345504 PAY'OR: DAN CARPENTER TODAY'S DATE: 07/18/1- REGISTER DATE: 07/18/12 TIME: 16 :47 DESCRIPTION I AMOUNT OUST ID :BIOGRAPHY ON BALLOT MISCELLANEOUS REVENUE $389.00 TOTAL DUE: '*389.00 CHECK PAID: 1389.00 CHECK NO: 10.9 TENDERED: $385'.00 CHANGE: $.00 TOTAL $389.00 Make all checks payable to the City of San Luis Obispo. Total due at the time of pick up. Payments are made at our Finance Department downstairs, and return receipt to the Clerk's Office. Thank you for your business! L RECEIVED JUL 202012 Q CITY CLERK DAN CARPENTER CAMPAIGN FUND SAN LUIS OBISPO, CA 93401 -4533 PAY TO TH E ORDER OF_ LULC r 1029 16-24/1220 4544 7429092427 SATE �YS AOAO Jp o Fe u.- — —_ _ DOLIARS 8i a, ue 9eck. *Wls Fargo 9arNr, M.0. cyrromra %`wclPs4arggcum FOR firfl.� f�f �. -- Candidates Statement Dan Carpenter Occupation: SLO City Councilmember, Community Volunteer Education & Qualifications: I look forward to continuing my service on the SLO City Council. As a lifelong resilient of SLO, I understand how critical it is to have representatives who understand the importance of sound fiscal policy and oversight. My presence on Council has helped advance pension reform and allowed us to move forward with some long overdue capital improvement projects. We must continue to maintain fiscal responsibility and transparency in these times of limited resources so that the public wHI be assured that we area being accountable to them. ° 1 I graduated from Cal Poly with a degree in Business, operated a family business for over twenty years, retired from the Cal Poly Foundation, and have volunteered with several nonprofit organizations. My commitment is to continue to serve you with a high level of integrity and accessibility. Based on my many years of business experience, strong leadership skills, and active community involvement, I will continue to offer a sound and balanced vision for the future of our City. Please visit my website (www.DanCarpenterSLO.org), or contact me directly (DanCarpSLO @yahoo.com, ( s /Dan Carpenter �v 3� �7� city of sAn Luis OBI SPO M ri r 1. 990 Palm Street, San Luis Obispo, CA 93401-3249 July 18, 2012 Fair Political Practices Commission Technical Assistance & Analysis Division 428 J Street, Suite 620 Sacramento, CA 95814 -2329 To Whom It May Concern: Pursuant to FPPC requirements, enclosed is the original Statement of Economic Interest (Form 700) filed by candidate Dan Carpenter, candidate for San Luis Obispo City Council at the November 6, 2012 municipal election. If you need any additional information, please feel free to contact me at (805) 781 -7102. Sincerely, Sheryll Schroeder, MMC Interim City Clerk Enclosure ��The City of San Luis Obispo is committed to include the disabled in all of its services, programs and activities. Telecommunications Device for the Deaf (805) 781 -7410. Required to be given to candidate ,quired to be signed and returned BALLOT DESIGNATION WORKSHEET This worksheet is intended to assist in the prompt evaluation of requested ballot designations. Name of Candidate:. -1-;6 ' t t Office Sought: 0b 'r,'C� L:I-y o uLtek- (Including d- Is�tc of or divfslon n )ber, if applicable) KAe &a,'-_ Home Address: • Daytime Telephone Number: ( urnber and sv t address) (area code) Nj'tL 0 b 's a X3 y01 Evening Telephone Number: (City, State and Zip C de) (area code) area ca e) and street address) E- mail , r1t35 't,%�! A pQ . C O t t.� .t 6- -Y i (City, State and Zi Code) Name of Attorney or Other Person Authorized to Act in M 'I' Add Your Behalf: aling rwoo: (If different from above) (City, State and Zip Code) His /Her Fax Number: (area code) Telephone Number: (area code) E -mail Address: PROPOSED BALLOT DESIGNATION: J2,Q O i Required to be given to candidate Required to be signed and returned 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 Ap�eal, immediately under the name of each candidate, and not separated from the name by any line, may appear at the option of the candldate 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 Ming 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 atthe 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 anytime 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 can 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 i1i 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 Ile 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 period 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 prior 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 candidates 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, or occupation designation. (b) The Secretary of State shall by regulation define what constitutes a community volunteer for purposes of this section. O \Forms \Nomination Documents \Ballot Designation Worksheet 2012 /Revised 10/2011 MC Elections Required to be given to candidate Optional to be signed and returned 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) 1 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) 1 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) 1 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 1 2940 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) 1 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) 1 SHALL NOT coerce election help or campaign contributions for myself or for any other candidate from my employees. (6) 1 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) 1 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 independen�ezpenditutes; herebywolii "ritarily endorse, subscribe to, and solemnly pledge myself to conduct my campaign in accordance with the above principles and practices. fp tore L/ 21171 Dat I 4e Printed Name Date of Election 0AFORMS \Nomination Documents \Code of Fair Campaign Pmctices.doc 20081 Revised 2006 MC Flections Required to be given to - ,ndidate Tonal to be signed and returned CODE OF FAIR CAMPAIGN PRACTICES (Division 20, Chapter 5, Elections Code.) Chapter 5. Fair Campaign Practices Article 1. General Intent 20400. The Legislature hereby 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 chapter. 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 . which 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. 0AFORMS1Nomination DocumentslCode of Fair Campaign Practices doc 20081 Revised 2006 MC Elections Schroeder, Sheryll From: Dan Carpenter <dancarpslo @yahoo.com> Sent: Monday, July 16, 2012 12:13 PM To: Schroeder, Sheryll Subject: Re: answer to ballot designation Thanks Sheryll ..... I really appreciate the follow-up. DC Dan Carpenter SLO City Council www.dancarpenterslo.org From: "Schroeder, Sheryll" <sschroed@slocity.org> To: "'dancarpslo @yahoo.com "' <dancarpslo(5)-yahoo.com> Sent: Monday, July 16, 2012 11:30 AM Subject: answer to ballot designation Dan, here is the response from the clerk/recorder. Please let me know if you have any other questions. Thanks, Sheryll Sheryl- He can use Appointed Incumbent but not with any other word. Also, he /she would have to include appointed if they were going to use councilmember. Here is the information from our candidates manual as well as the code or SOS reg section that addresses it. Julie (2) INCUMBENT: EC § 13107 (a)(2)., SOS Reg. §20713- The word "incumbent" 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 or municipal court judge, was appointed to that office. 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. For example, "Incumbent Assemblymember, 33rd Assembly District" or "Incumbent City Councilmember" would be impermissible designations. Incumbent cannot be combined with any other designation and must stand alone. For example: Incumbent/Rancher is not permissible. (3) APPOINTED INCUMBENT: EC §13107 (a)(4)., SOS Reg. §20715- The phrase "appointed incumbent" if the candidate holds an office other than a judicial 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, subject to the three word limit in (4). In either instance, the candidate may not use the unmodified word "incumbent" or any words designating the office unmodified by the word "appointed." • If an incumbent was appointed in lieu of an election because the number of candidates did not exceed the number required to be elected at the last election for that office, the candidate is not required to use "appointed ". Julie L. Rodewald San Luis Obispo County Clerk- Recorder JRodewaldkco.slo.ca.us 2 GENERAL MUNICIPAL ELECTION - NOVEMBER 6, 2012 ACKNOWLEDGMENT FORM I, (fit P yi �f , hereby acknowledge receipt of nomination documents and the c idndidate's packet on behalf of myself or as a candidate for Mayor or Council Member in the General Municipal Election to be held in the City of San Luis Obispo on Tuesday, November 6, 2012. I am a registered voter and a qualified elector of the City of San Luis Obispo. Date: Name of Candidate: Address: Telephone Number: E -Mail address: Name of Treasurer: Address: Telephone Number: E -Mail address: Signature: Registration verified by:.; - Date: GA702 -01 ElectionsTlecdon 20121Candidate's AclmowledgemenGdoc RECEIPT FOR MATERIALS PROVIDED BY THE ELECTIONS OFFICIAL I, , hereby acknowledge receipt and review of nomination documents and the candidate's packet on be .of self or , as a candidate for Mayor or ouncil Men be in the General Municipal Election to be held in the City of San Luis Obispo on uesday, November 6, 2012. I acknowledge that the Nomination Paper, Ballot Designation Workshect, Candidate Statement of Qualification and Statement of Economic Interest (Form 700) are to be returned on or before the close of nomination period, August 10, 2012 (if an incumbent does not file, extended filing period closes August 15, 2012). ❑ Official Nomination Paper ❑ Ballot Designation Worksheet ❑ Candidate Statement of Qualification ❑ Statement of Economic Interest — Form 700, FAQ, Reference Pamphlet & Gift Rules ❑ Code of Fair Campaign Practices Form — Voluntary ❑ Election Calendar ❑ Election Manual L4 ,zq l� Dat Received by: - Candidate (or candidate designee) Submitted By: City Clerk NOMINATION PROCESS CHECKLIST J Official Nomination Paper: Not less than 20 nor more than 30 registered voters in the City of San Luis Obispo signatures. Ja' Candidate's Information (p.3) Declaration of Circulator -- Handwritten not typed Affidavit of Nominee - Will complete with City Clerk when turning in documents. Please don't sign before then. Ballot Designation Worksheet J' All information filled out, signed and dated. Candidate Statement of Qualification The Statement includes: ,B'Name, Age, Occupation of the Candidate A brief description (no more than 200 words) of the candidate's education and qualifications expressed by the candidate in his/her own words (first person singular). orrect spelling, punctuation and grammar The State nt DOES NOT include Party affiliation .FfMembership or activity in any partisan political organization Rr' eferences to other candidates [P- Boldface type, bullets, boxes, arrowheads, diamonds, asterisks, all capital letters, or underlining ,B Deposit of $ ? ?? for English or $ ? ?? for both English/Spanish mailed Electronic version to City Clerk ❑ No Candidate Statement Submitted Statement of Economic Interest - Form 700 E Lover Page P-S'c-hedules (if applicable) 21 Code of Fair Campaign Practices Form - Voluntary /49 (Date) Received By: City Clerk (Date) Eano, Elaina From: Carpenter, Dan Sent: Friday, January 27, 2012 5:59 AM To: Cano, Elaina Subject: Personal Email Hi Elaina, I have changed my personal email and would like you to use this one for your contact with me regarding campaign info. If you think it's important, I can change the 501 form I just filed. I know it was optional, so I'm not concerned. New email: (dancar sp Io(5)yahoo.com) Thanks, Dan Dan Carpenter San Luis Obispo City Council Cano, Elaina From: Dan Carpenter <dancarpslo @yahoo.com> Sent: Wednesday, March 28, 2012 3:15 PM To: Cano, Elaina Subject: Committee Number Hi Elaina, Just wanted to give you my committee number in case you hadn't received it from the Secretary of State. #1346426 Thanks, DC Dan Carpenter SLO City Council www.dancarpenterslo.ora Cano, Elaina From: Dan Carpenter <dancarp54 @gmail.com> Sent: Wednesday, January 25, 2012 10:27 AM To: Cano, Elaina Subject: Form #501 Hi Elaina, Just a follow up email to let you know that I only request that you redact my signature on form #501. Everything else can be exposed. Thanks, Dan Schroeder. Shervil From: Dan Carpenter < dancarpslo @yahoo.com> Sent: Monday, July 16, 2012 4:28 PM To: Schroeder, Sheryl] Subject: Re: Redaction of Form 460 Hi Sheryll, Mease redact everything you are allowed to redact including the addresses of my donors. I don't want my donors addresses showing up on the web. Thanks for asking. DC Dan Carpenter SLD City Council www.dancarpenterslo.orq From: "Schroeder, Sheryl[" <sschroed Qslocity.org> To: "'dancarpslo @yahoo.com "' <dancarpslo(cD-yahoo.com> Sent: Monday, July 16, 2012 4:11 PM Subject: Redaction of Form 460 Dan, do you still only wish your signature to be redacted on Form 460 as I post it on the web? I can redact addresses of your donors if you wish. Sheryll :,ity of san lugs oBIspo ath of Office I, Dan Carpenter, do solemnly swear that I wid support and defend the Constitution of the United States and the Constitution of the State of CaCfornia against all enemies foreign and domestic; that I wiff bear true faith and allegiance to the Constitution of the United States and the Constitution of the State of CaCfornia; that I take this obligation freely, without any mental reservation or yur_pose of evasion; and that I will well and faithfully discharge the duties upon which I am Subscribed and sworn to before me, this 3rd day of December 2012. Maeve Xe edy imes, City CCerk (s) Its m � � � G) CO) ` `C C t tTj D om- 0 C r Z 0 Cf)K - (n 03 z cn r r C O ;u cn n ;rNO D M CD 0 O .5.6 S ri 1 `r 1fr; O <7 r.! C 0 f (A) �s � (n W ]7 f0 (y} � m � v z Q i N C W N y+ W V W