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HomeMy WebLinkAboutHardy, Jill - 2014 FPPC Campaign Disclosure Forms - Successf Type or print in ink. COVER PAGE-PART 2 Recipient Committee ®- Campaign Statement ®. i a Cover Page—Part 2 Page 2 of 4 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jill Hardy OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT City Council Huntington Beach: Huntington Beach ❑ OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER 7. Primarily Formed Candidate/Officeholder Committee List names of NAME OF TREASURER CONTROLLED COMMITTEE? officeholder(s) or candidate(s) for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEE NAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD SUPPORT ❑ YES ❑ NO ❑ OPPOSE COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(Januaryl05) FPPC Toll-Free Helpline:866/ASK•FPPC(866/275-3772) State of California www.netfile.com Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ® - Summary Paige to whole dollars. I from 10/19/2014 ®- SEE INSTRUCTIONS ON REVERSE through 12/31/2014 !Page 3 of 4 NAME OF FILER I.D. NUMBER Committee to Elect Jill Hardy 1244691 ColumnA Column B Calendar Year Summary for Candidates Contributions Received TOTAL THIS PERIOD CALENDARYEAR Running in Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTO DATE General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 0.00 $ 0.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... schedule B,Line 3 0.00 0.00 20. Contributions 3. SUBTOTALCASH CONTRIBUTIONS ......................... Add Lines 1+2 $ o:oo $ o.00 Received $ $ 4. Nonmonetary Contributions.................................... schedule C,Line 3 0.00 0.00 21 Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED _........................Add Lines 3+4 $ 0.00 $ 0.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... schedule E,Line 4 $ 0.00 $ 65.00 Candidates 7. Loans Made............................................................. schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 0.00 $ 65.00 (IfSubjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills Schedule F,Line 3 0.00 952.00 Date of Election Total to Date 10.Nonmonetary Adjustment ..........................................schedule C,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 0.00 $ 1,017.00 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 13,055.15 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above o.oo amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule/,Line 4 0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8 above 0.00 report. Some amounts in Column A may be negative 16.ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 13,055.15 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... schedule B,Pan 2 $ o.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts arny)Lines 2,7,and 9(if 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 952.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772) www.netfile.com Type or print in ink. COVERPAGE-PART2 Recipient Committee460, ®_ Campaign Statement FORK C®ver Page—Part 2 Page 2 of 4 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jill Hardy OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT City Council Huntington Beach: Huntington Beach District 0 ❑ OPPOSE RESIDENTIAUBUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s) or candidate(s)for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEENAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES ❑ NO ❑ SUPPORT ❑ OPPOSE COMMITTEE ADDRESS STREETADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(January/06) FPPC Toll-Free Helpline:866/ASK-FPPC(866/276-3772) State of California www.netfile.com Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ®- Sulmmary Page to whole dollars. � ® ® 1 from 10/01/2014 OR SEE INSTRUCTIONS ON REVERSE through 10/18/2014 Page 3 of 4 NAME OF FILER I.D. NUMBER Committee to Elect Jill Hardy 1244691 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHIS PERIOD CALENDARYEAR (FROM ATTACHED SCHEDULES) TOTALTO DATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... schedule A,Line 3 $ 0.00 $ 0.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... schedule e,Line 3 0.00 0.00 20. Contributions 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ o.00 $ o.00 Received $ $ 4. Nonmonetary Contributions.................................... schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ••••••.•..•.••••.••.••..•..Add Lines 3+4 $ 0.00 $ 0.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... schedule E,Line 4 $ 0.00 $ 65.00 Candidates 7. Loans Made............................................................. schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 0.00 $ 65.00 (if Subjectto Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................schedule F Line 3 0.00 952.00 Date of Election Total to Date 10.Nonmonetary Adjustment ..........................................schedule C,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 0.00 $ 1,017.00 $ Current Cash Statement $ 12. Beginning Cash Balance....................... Previous summary Page,Line 16 $ 13,055.15 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 0.00 amounts in Column A to the corresponding amounts •Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0.oo from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8 above 0.00 report. Some amounts in Column A may be negative 16.ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 13,055.15 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule e,Part 2 $ 0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts arny)Lines 2, 7,and 9(if 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 952.00 FPPC Form 460(January105) FPPC Toll-Free Helpline:8661ASK-FPPC(8661275-3772) www.neffile.com Estanislau, Robin From: Flynn, Joan Sent: Tuesday, October 21, 2014 2:27 PM To: Estanislau, Robin Subject: FW: Surplus Campaign Funds Attachments: Doc1.docx Please print this for the file—both the email and the attachment. Thanks. Joan L. FLynn, City Clerk City of Huntington Beach 714-536-5404 Please consider the HB City Clerk's office for your passport needs From: Flynn, Joan Sent: Tuesday, October 21, 2014 2:25 PM To: Hardy, Jill Subject: Surplus Campaign Funds Hi Jill—per our discussion last night, here is the justification (cut and paste directly from the FPPC Campaign Manual#2) for your funds becoming surplus once you left office in 2010. Your use of them in 2012 for that election were not legal. In order to have saved those funds,your treasurer and you must have filed a 501 for the 2012 election and also amended your 410 to carry over the funds to the 2012 election. Please call the FPPC and find out what you need to do. Erik Peterson had the same conditions. He chose to refund or donate the surplus funds. Joan 1 After an election, a successful candidate may use left over campaign funds for officeholder expenses or for a future election.Campaigns funds held by officeholders who leavej office',or by defeated candidates arei____ 'subject to the "surplus funds" restrictions discussed below.,Equipment and other noncash assets held by a candidate or committee may not be used for personal purposes. Use of Surplus Funds _ There are restrictions on how campai_gn funds held by an elected officeholder or; candidate may be spent once the funds become "sur lus "'Surplus funds ma/ not;.-­ bur election. See Chapter 1 for information about using campaign funds for a future election before they become_surplus. Campaign funds held by an officeholders become surplus when the officeholder leaves the office for which the funds were raised, or at the end of the semi-annual reporting period following his or her defeat, whichever occurs last. Campaign funds held by a nonincumbent defeated candidate or a candidate who withdraws from an election become surplus at the end of the semiannual reporting period following the election. (The end of the semi-annual reporting period is June 30 for elections held during the first six months of the calendar year, and December 31 for elections held during the last six months of the calendar year.) If a candidate or officeholder dies, campaign funds held by the candidate or officeholder become surplus on the earlier of either June 30 or December 31 following his or her death. Surplus funds may only be spent in the following manner: • Payment of outstanding campaign debts or officeholder expenses; • Refunds to contributors; • Donation to a bona fide charitable, educational, civic, religious, or similar taxexempt, non-profit organization, provided no substantial part of the proceeds will have a material financial effect on the candidate, on any member of the candidate's immediate family (spouse or registered domestic partner and children), or the campaign treasurer; • Contributions to a political party or committee, so long as the funds are not used to make contributions in support of or opposition to a candidate for elective office. (The funds must be used for the party's or committee's overhead expenses.) • Contributions to support or oppose any candidate for federal office, any candidate for elective office in a state other than California, or any ballot measure; Payment for professional services or attorneys' fees for litigation which arises out of campaign or election activities; or • Payment for an electronic security system. Contact the FPPC for information about specific requirements that must be met. Type or print in ink. COVERPAGE-PART2 Recipient Committee Campaign Statement ®® -NIAR a ® 1 Cover Page—Part 2 Page 2 of 5 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jill Hardy OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT City Council Huntington Beach: Huntington Beach District 0 ❑ OPPOSE RESIDENTIAL/BUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEE NAME I.D. NUMBER 7. Primarily Formed Candidate/Officeholder Committee List names of NAME OF TREASURER CONTROLLED COMMITTEE? officeholder(s)or candidate(s)for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEENAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES ❑ NO ❑ SUPPORT ❑ OPPOSE COMMITTEE ADDRESS STREET ADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(January/05) FPPC Toll-Free Helpline:8661ASK-FPPC(866/275-3772) State of California www.neffile.com Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE Amounts may be rounded Statement covers period ® - Summary Page to whole dollars. 460 , from 07/01/2014 ®- SEE INSTRUCTIONS ON REVERSE through 09/30/2014 Page 3 of 5 NAME OF FILER I.D. NUMBER Committee to Elect Jill Hardy 1244691 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHIS PERIOD CALENDARYEAR (FROMATTACHED SCHEDULES) TOTALTODATE Running in Both the State Primary and General Elections 1. Monetary Contributions ........................................... Schedule A,Line $ 0.00 $ 0.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule A Line 3 0.00 0.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 0.00 $ 0.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 0.00 $ 0.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 65.00 $ 65.00 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ 65.00 $ 65.00 (if Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 0.00 952.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................Schedule C,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 65.00 $ 1,017.00 JJ $ Current Cash Statement $ 12.Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 13,120.15 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 0.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14.Miscellaneous Increases to Cash........................... Schedule 1,Line 4 0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................................. Column A,Line 8 above 65.00 report. Some amounts in Column A may be negative 16.ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 13,055.15 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17.LOAN GUARANTEES RECEIVED........................... schedule A Part 2 $ 0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7,and s(if any). 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line s in Column 8 above $ 952.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) www.neffile.com Type or print in ink. SCHEDULE E Schedule Statement covers period Amounts may be rounded OAWFORINII& d Payments Made to whole dollars. from 07/01/201e SEE INSTRUCTIONS ON REVERSE through 09/30/2014 page 4 of 5 NAME OF FILER I.D. NUMBER Committee to Elect Jill Hardy 1244691 CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment. CW campaign paraphernalia/misc. MBR member communications RAID radio airtime and production costs CNS campaign consultants MTG meetings and appearances RFD returned contributions CTB contribution (explain nonmonetary)* OFC office expenses SAL campaign workers' salaries CVC civic donations PEf petition circulating TEL Lv, or cable airtime and production costs FIL candidate filing/ballot fees PHO phone banks TRC candidate travel,lodging,and meals FND fundraising events POL polling and survey research TRS staff/spouse travel, lodging, and meals IND independent expenditure supporting/opposing others (explain)* POS postage, delivery and messenger services TSF transfer between Committees of the same candidate/sponsor LEG legal defense PRO professional services (legal, accounting) VOT voter registration ' LIT campaign literature and mailings PRT print ads WEB information technology costs (internet, e-mail) NAME AND ADDRESS OF PAYEE (IF COMMITTEE,ALSO ENTER I.D.NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNTPAID * Payments that are contributions or independent expenditures must also be summarized on Schedule D. SUBTOTAL$ 0.00 Schedule E Summary 1. Itemized payments made this period.(Include all Schedule E subtotals.).............................................................................................................. $ 0.00 2. Unitemized payments made this period of under$100 .......................................................................................................................................... $ 65.00 3. Total interest paid this period on loans.(Enter amount from Schedule B, Part 1,Column(e).)............................................................................... $ 0.00 4. Total payments made this period. (Add Lines 1,2,and 3. Enter here and on the Summary Page, Column A,Line 6.) ............................. TOTAL $ 65.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772) www.neffile.com City of Huntington eac �N a 2000 plain Street * Huntington Beach, CA 92645 (714) 536-5227 o Ai,tii .huntingtonbeachca.gov 17,lw, Office of the City Clerk Joey L. Flynn, City Clerk October 7,2014 Andrew Farley Huntington Beach, CA 92649 RE: Committee ID#1244691 (Committee to Elect Jill Hardy) Dear Andrew Farley: This letter serves to notify you that the October 6, 2014 deadline to file a Pre-Election Campaign Statement for the period of July 1, 2014 through September 30, 2014 has passed. NetFile, the City of Huntington Beach's free web-based data entry e-filing system, allows users to electronically submit disclosure reports as mandated by the California Political Reform Act. Users are able to access the system on any computer with internet access, 24 hour a day, 7 days a week. Access the system by going to the NetFile User Log-In page located at https://netfile.com/Filer. The individual who will be entering transactions into your committee's account and e-filing statements needs to create a NetFile User by clicking the "Create a New NetFile User" link. This opens the Create a New NetFile User page. Follow the on-screen instructions. There is a short video that explains this entire process located in the How-To Videos section on the log-in page. Once the individual has created their NetFile User, they must then link their NetFile User Account to the committee account. Log in and then click the "Link Local Campaign Filer Account" link. Enter the Committee Name as found on your FPPC Form 410. Select the Committee Type and then enter the Filer ID: and Filer Password: For full instructions on creating a NetFile User and linking to the committee, see the document on the NetFile User Log-In page "How to Create a NetFile User and Link a Campaign Filer Account." If you have any questions, consult the user's guide available in the Help & Support menu or view the page help by clicking the "Open Page Help" button available on every page in the system after your successful login. If you have questions or would like information regarding training on our e-filing system, please contact Robin Estanislau, Assistant City Clerk at(714)536-5405. Sincerely, Joan L. Flynn City Clerk Sister Cities: Anjo, Japan ® Waitakere, New Zealand December 8, 2010 Dear Candidate/Campaign Treasurer: I hope 2010 is winding down peacefully and that 2011 is going to be a banner year for you. As you know, your Recipient Committee Campaign Statement Form 460 for the period of 10/17/10 to12/31/10 is due in the City Clerk's Office Monday, January 31, 2011. Provided herein is information to assist you with your filing obligations before year's end, and the closing or re-designation of your open candidate/primarily formed committee account: • Information on distribution of surplus funds is located in Chapter 1 — Finances/Recordkeeping (http://www.fppe.ca.gov/manuals/ manua12 chapters/ch01.pdf) of the Fair Political Practices Campaign Commission Manual 2. • Instructions on future filing obligations for successful or defeated candidates and primarily formed committees can be found in Chapter 8 — After the Election (hftp://www.fppe.ca.gov/manuals/ manua12 chapters/ch08.pdf) of the Fair Political Practices Commission Campaign Manual 2. This chapter also provides instructions for candidates/committees who wish to terminate. IMPORTANT: If you plan to transfer your surplus committee funds to a future election, you must take action by December 31, 2010. Questions related to your future filing obligations should be directed to the Fair Political Practices Commission (FPPC). The FPPC can be reached by phone at 866-275-3772, or by email at advice(&-fppc.ca.gov. Sincerely, City Clerk ;., City ®f Huntington Beach 2000 Main Street ♦ Huntington Beach, CA 92648 (714) 536-5227 ♦ www.huntingtonbeachca.gov Office of the City Clerk t Joan L. Flynn, City Clerk September 10, 2012 Jill Ha[ Huntington Beach CA 92646 Re: Committee to Elect Jill Hardy 2012 — ID# 1244691 Jill, I wanted to touch base with you about the status of your campaign committee. During your August visit to deliver Council candidate forms for the November election, Robin and I shared our concerns about your campaign funds being categorized by the Fair Political Practices Commission (FPPC) as "surplus," based on FPPC guidelines and failure to re-designate their use to the current election period. We advised you to contact the FPPC directly for a definitive answer on this matter. OnAugust 29 we received a copy of the 410 amendment you filed with the California Secretary of State's Office to rename your committee. i am contacting you to confirm that the FPPC advised you that re-designating your existing campaign funds was allowable, and that you would not be required to open a new committee. Please advise. Sincerely, 0 Jo n L. Flynn, CIVICt Clerk c: File Sister Cities: Anjo,Japan A Waitakere,New Zealand Califomia Fair Political Practices Commission Statement of Organization Identify Treasurers Recipient Committee Fact Sheet Identify Principal Officers 9 All Committees Non-Candidate Controlled Campaign Committees Every committee must have a treasurer. Currently there are no restrictions Includes:political parties,primarily formed and general purpose on who may be treasurer, A committee may not accept contributions or make committees,PACs,recipient committees that make independent expenditures while the treasurer's post Is vacant,even if there is an assistant expenditures and small contributor committees. treasurer. Often times a candidate will serve as treasurer or assistant treasurer. Identify Principal Officers A treasurer is required to establish a system of recordkeeping sufficient to The Statement of Organization,Form 410,must identify the name(s)of the committee's principal offs mitt. Each committee must list at least one ensure that receipts and expenditures are recorded promptly and accurately principal officer. If the committee treasurer is the only.principal officer of the in compliance with the recordkeeping and disclosure requirements and that committee the treasurer must be identified as both the principal officer and reports are filed on time. the treasurer. However,it is not required to list the treasurer as a principal A committee can also designate an assistant treasurer. The assistant officer if another principal officer is identified. A committee with three or treasurer must also use reasonable diligence in preparing and reviewing any fewer principal officers must identify all individuals. A committee with more than three principal officers must designate no fewer than three individuals. campaign statements. An assistant treasurer can sign a report in the absence of a treasurer,to ensure timely filings. Who is a Principal Officer? No individual should assume the position of treasurer or assistant A principal officer is the individual primarily responsible for approving the treasurer as a more figurehead. committee's political activity,including but not limited to the following activities: authortzing the content of the committee's communications, Treasurers and assistant treasurers must sign and verify reports under penalty authorizing expenditures,including contributions,and determining the of perjury and are held legally responsible for the accuracy and completeness committee's campaign strategy. (FPPC Regulation.18402.1) of the document,even if it is prepared by a third party,including a professional accountant. Important: The Form 410 only provides space for one principal officer. Include an The FPPC website has detailed information to assist treasurers in their duties attachment for additional names if necessary. and responsibilities. Information is available in manuals,fact sheets,YouTube A principal officer does not need to sign the Forth 410. The treasurer ar presentations and Commission staff can also be reached by telephone or assistant treasurer must sign and verify the statement. Committees email. As resources permit,staff also conducts training seminars. controlled by a state or local candidate or officeholder are not subject to this requirement. Also,there are many software programs that are available for purchase that have made the reporting faster and easier. Please refer to the list of Campaign Disclosure Software Vendors on the FPPC website. The FPPC does not endorse any particular product. vrew.rppaca.gov 1.866.275.3772 or 916.322.5860 FPPC TAD•27-11-2011•Page 1 Of 1 L �--� `�7�'�/ �il� � �7'B•7•t,i ...lilt-.. of., / 6661 Recipient Committee Type or print in ink. COVERPAGE-PART2 CALIFORNIA Campaign Statement � • � Cover Page—Part 2 FORM Page 2 of 4 5. Officeholder or Candidate Controlled Committee 6. Primarily Formed Ballot Measure Committee NAME OF OFFICEHOLDER OR CANDIDATE NAME OF BALLOT MEASURE Jill Hardy OFFICE SOUGHT OR HELD(INCLUDE LOCATION AND DISTRICT NUMBER IF APPLICABLE) BALLOT NO.OR LETTER JURISDICTION ❑ SUPPORT City Council Huntington Beach: Huntington Beach District 0 ❑ OPPOSE RESIDENTIAUBUSINESS ADDRESS (NO.AND STREET) CITY STATE ZIP Identify the controlling officeholder, candidate, or state measure proponent, if any. NAME OF OFFICEHOLDER,CANDIDATE,OR PROPONENT Related Committees Not Included in this Statement: List any committees not included in this statement that are controlled by you or are primarily formed to receive OFFICE SOUGHT OR HELD DISTRICT NO. IF ANY contributions or make expenditures on behalf of your candidacy. COMMITTEENAME I.D. NUMBER NAME OF TREASURER CONTROLLED COMMITTEE? 7. Primarily Formed Candidate/Officeholder Committee List names of officeholder(s)or candidate(s)for which this committee is primarily formed. ❑ YES ❑ NO COMMITTEE ADDRESS STREETADDRESS (NO P.O.BOX) NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE CITY STATE ZIP CODE AREA CODE/PHONE NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE COMMITTEE NAME I.D. NUMBER NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ SUPPORT ❑ OPPOSE NAME OF TREASURER CONTROLLED COMMITTEE? NAME OF OFFICEHOLDER OR CANDIDATE OFFICE SOUGHT OR HELD ❑ YES ❑ NO ❑ SUPPORT ❑ OPPOSE COMMITTEE ADDRESS STREETADDRESS (NO P.O.BOX) CITY STATE ZIP CODE AREA CODE/PHONE Attach continuation sheets if necessary FPPC Form 460(January/05) FPPC Toll-Free Helpline:866lASK-FPPC(866/275-3772) State of California www.netfile.com Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE Amounts may be rounded Statement covers period Summary Page to whole dollars. ®R 4 from 01/01/2014 RPA SEE INSTRUCTIONS ON REVERSE through 06/30/2014 Page 3 of 4 NAME OF FILER I.D. NUMBER Committee to Elect Jill Hardy 1244691 Column A Column B Calendar Year Summary for Candidates Contributions Received TOTALTHISPERIOD CALENDARYEAR Running in Both the State Prima and (FROM ATTACHED SCHEDULES) TOTALTODATE g Primary General Elections 1. Monetary Contributions ........................................... Schedule A,Line 3 $ 0.00 $ 0.00 1/1 through 6/30 7/1 to Date 2. Loans Received ...................................................... Schedule B,Line 3 0.00 0.00 3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 0.00 $ 0.00 20. Contributions Received $ $ 4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00 21. Expenditures 5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 0.00 $ 0.00 Made $ $ Expenditures Made Expenditure Limit Summary for State 6. Payments Made....................................................... Schedule E,Line 4 $ 0.00 $ 0.00 Candidates 7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00 22. Cumulative Expenditures Made* 8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ 0.00 $ 0.00 (If Subject to Voluntary Expenditure Limit) 9. Accrued Expenses (Unpaid Bills) ...............................Schedule F,Line 3 0.00 952.00 Date of Election Total to Date 10. Nonmonetary Adjustment ..........................................Schedule C,Line 3 0.00 0.00 (mm/dd/yy) 11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 0.00 $ 952.00 � � $ Current Cash Statement $ ,12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 13,120.15 To calculate Column B,add 13.Cash Receipts ................................................... Column A,Line 3 above 0.00 amounts in Column A to the corresponding amounts *Amounts in this section may be different from amounts 14. Miscellaneous Increases to Cash........................... Schedule I,Line 4 0.00 from Column B of your last reported in Column B. 15.Cash Payments.................................:................ Columno.00 report. Some amounts in mn A,Line a above Column A may be negative 16.ENDING CASH BALANCE..........Add Lines 12+13+14,then subtract Line 15 $ 13,120.15 figures that should be subtracted from previous If this is a termination statement, Line 16 must be zero. period amounts. If this is the first report being filed 17. LOAN GUARANTEES RECEIVED ........................... Schedule 8,Part 2 $ 0.00 for this calendar year, only carry over the amounts Cash Equivalents and Outstanding Debts from Lines 2,7,and 9(if any). 18. Cash Equivalents........................................ See instructions on reverse $ 0.00 19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 952.00 FPPC Form 460(January/05) FPPC Toll-Free Helpline:8661ASK-FPPC(8661275-3772) www.neffile.com