HomeMy WebLinkAboutO'Connell, William - 2010 FPPC Campaign Disclosure Forms for (2) Lugar, Robin
From: RayLysa@aol.com
Sent: Thursday, March 03, 2011 7:14 PM
To: Lugar, Robin
Cc: Flynn, Joan
Subject: Re: O'Connell Amendment- Huntington Beach
It is shown on Sch F - FIL
Lysa Ray
Lysa Ray Campaign Services
714-540-2295
714-540-0901 fax
www.lysaray.com
In a message dated 3/3/2011 6:08:16 P.M. Pacific Standard Time, rlugar@surfcity-hb.org writes:
Hi Lysa,
Hope you are doing well. Guess what ... I need an amendment for Billy O'Connell's 460
Termination Statement (Schedule C, Page 8 attached above). I submitted an inquiry to the
FPPC and they recommend under "bill forgiven," the filer identify what the bill was for. Sorry
O
Robin Lugar, �
Assistant City Clerk
City of Huntington Beach
2000 Main Street
Huntington Beach CA 9264
{724) 536-5405
Lugar, Robin
From: Advice [Advice@fppc.ca.gov]
Sent: Thursday, March 03, 2011 5:31 PM
To: Lugar, Robin
Subject: RE: 460 Inquiry- Huntington Beach
The FPPC's Technical Assistance Division is responding to your question. We encourage you to
review material on the FPPC website for additional information and suggest you consider signing up
for RSS feeds. To respond to your question:
The only entry that I would question is the bill forgiveness on Sch C as it does not identify what the bill
was for.
This email advice is not a final decision of the FPPC and does not constitute legal advice, alter any
legal right or liability or provide immunity to the requestor under Government Code Section 83115. It
is not a rule, regulation or statement binding on the agency. The Political Reform Act (Government
Code Sections 81000 through 91014) and the FPPC regulations (Sections 18110 through 18997) are
on the FPPC website.
From: Lugar, Robin [mailto:rlugar@surfcity-hb.org]
Sent: Thursday, March 03, 2011 5:09 PM
To: Advice
Cc: Flynn, Joan
Subject: 460 Inquiry - Huntington Beach
Hi,
I would like to know if the highlighted figures and text in the attached 460 Form are reported correctly. I
appreciate your attention to this matter.
Thankyou!
Rabin Lugar, CIVIC
Assistant City Clerk
City of Huntington Beach
2000 Main Street.
Huntington Beach CA 92648
(214) 536-5405
1
Type or print in ink. SUMMARY PAGE
Campaign Disclosure Statement
Amounts may be rounded Statement covers period ®-
Summary page to whole dollars.
from 10/17/2010 •
SEE INSTRUCTIONS ON REVERSE through 12/31/2010 Page 3 of 13
NAME OF FILER I.D.NUMBER
Billy O'Connell for City Council 2010 1323085
Contributions Received TO Column A�` Column B Calendar Year Summary for Candidates
TALTHISPERIOD CALENDARYEAR Rennin in Both the State Prima and
(FROMATTACHEDSCHEDULES) TOTALTODATE g Primary
General Elections
1. Monetary Contributions ........................................... Schedule A,Una 3 $ 19,515.00 $ 33,475.00
1/1 through 6/30 711 to Date
2. Loans Received ...................................................... Schedule 9,Una 3 -17,000.00 0.00
3. SUBTOTAL CASH CONTRIBUTIONS ................. 2,s15.o0 33,475.00
20. Contributions
........ Add Lines 1+2 $ $ Received $ $
4. Nonmoneta Contributions............. ... Schedule 900.00 900.00
ry 21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 3,415.00 $ 34,375.00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 6,309.12 $ 33,498.10 Candidates
7. Loans Made............................................................. schedule rl,Line 3 0.00 0.00
22.Cumulative Expenditures Made"
8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 6,309.12 $ 33,498.10 (if Subject to Voluntary Expenditure Limit)
9. Accrued Bills aid Expenses (Unpaid
p ( p )...............................schedule F Line 3 -z,12 0.0 0 0.00 Date of Election Total to Date
10.Nonmonetary Adjustment..........................................Schedule C,Line 3 900.00 900.00 (mm/dd/yy)
11. TOTAL EXPENDITURES MADE................................AddUnes 8+9+10 $ 5,089.12 $ 34,398.10 �_J $
Current Cash Statements $
12.Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 3,794.12 To calculate Column B,add
13.Cash Receipts .................................................. column A,Line 3 above 2,515.00 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 1from Column B of your last reported in Column B.
15.Cash Payments.................................................. Column A,Line 8above 6,309.12 report. Some amounts in
Column A may be negative
16.ENDING CASH BALANCE..........Add Lines 12+13+14,then subtract Line 15 $ 0.00 figures that should be
subtracted from previous
ff 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,Part2 $ 0.00 for this calendar year, only
carry over the amounts
from Lines 2,7,ands(if
Cash Equivalents and Outstanding Debts
any).
18. Cash Equivalents............ ....... see instructions on reverse $ 0.00
19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 0.00 FPPC Form 460(January/05)
FPPC Toll-Free Heipline:866/ASK-FPPC(8661276.3772)
Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE
Amounts may be rounded period Statement covers p ®-
Summary Page to whole dollars. d
from
10/17/2010
SEE INSTRUCTIONS ON REVERSE through 12/31/2010 Page 3 of 13
NAME OF FILER I.D. NUMBER
Billy O'Connell for City Council 2010 1323065
Contributions Received Column Column B Calendar Year Summary for Candidates
TOTACHIS PERIOD CTOTALT DATE Running In Both the State Prima and
(FROMATTACHED SCHEDULES) TOTALTO DATE g Primary
General Elections
1. Monetary Contributions ........................................... Schedule A,Linea $ 19,515.00 $ 33,475.00
2. Loans Received ...................................................... schedule B,Line 3 -17,000.00 0.00 1/1 through 6/30 7!1 to Date
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines +2 $ 2,515.00 $ 33,475.00 20. Contributions
Received $ $
4. Nonmonetary Contributions.................................... Schedule C,Line 3 900.00 900.00
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 3,415.00 $ 34,375.00 Made $ $
Expenditures Made I Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 6,309.12 $ 33,498.10 Candidates
7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00
22. Cumulative Expenditures Made*
8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 6,309.12 $ 33,498.10 (If Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 -2,120.00 D.00 Date of Election Total to Date
10. Nonmonetary Adjustment..........................................ScheduleC,Line 900.00 900.00 (mm/dd/yy)
11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 5,089.12 $ 34,398.10 �_� $
Current Cash Statement $
12. Beginning Cash Balance....................... previous Summary Page,Line 16 $ 3,794.12 To calculate Column B,add
13.Cash Receipts .................................................•.. Column A,Line 3 above 2,51S.00 amounts in Column A to the
*
14.Miscellaneous Increases to Cash........................... schedule 1,Linea 0.00 corresponding amounts i Amounts in this section may be different from amountsfrom Column B of our last
y reported in Column B.
15. Cash Payments.................................................. Column A,Line 8 above 6,309.12 report. Some amounts in
Column A may be negative
16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 0.00 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,Part $ 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 $ 0.00 FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772)
Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE
StAmma Pa a Amounts may be rounded Statement covers period ® -
�/ g to whole dollars. -10
NIA I
from 10/01/2010 460
SEE INSTRUCTIONS ON REVERSE through 10/16/2010 Page 3 of 10
NAME OF FILER I.D. NUMBER
Billy O'Connell for City Council 2010 1323085
Contributions Received Column Column B Calendar Year Summary for Candidates
TOTACH DSCHED CALENDAR YEAR Running in Both the State Prima and
(FROMATTACHEDSCHEDULES) TOTALTO DATE g Primary
General Elections
1. Monetary Contributions ........................................... Schedule A,Line 3 $ 1,120.00 $ 13,960.00
2. Loans Received ...................................................... Schedule e,Line 3 0.00 17,000.00 1/1 through 6/30 7!1 to Date
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 1,120.00 $ 30,960.00 20. Contributions
Received $ $
4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED •..••......................AddLines3+4 $ 1,120.00 $ 30,960.00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 9,359.16 $ 27,188.98 Candidates
7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00
22. Cumulative Expenditures Made*
8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 9,359.16 $ 27,188.98 (If Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills) ...............................Schedule Line 3 0.00 2,120.00 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 $ 9,359.16 $ 29,308.98 $
Current Cash Statement $
12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 12,033.28 To calculate Column B,add
13.Cash Receipts ................................................... Column A,Line 3 above 1,120.00 amounts in Column A to the
14. Miscellaneous Increases to Cash........................... schedule/,Line 4 0.00 corresponding amounts *Amounts in this section may be different from amountsfrom Column B of your last reported in Column B.
15.Cash Payments.................................................. Column A,Line 6 above 9,359.16 report. Some amounts inColumn A may be negative
16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 3,794.12 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 s,Part2 $ 0.00 for this calendar year, only
carry over the amounts
Cash Equivalents and Outstanding Debts from Lines 2,7,and 9(if
v).
18. Cash Equivalents........................................ See instructions on reverse $ 0.00
19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 19,120.00 FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772)
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Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE
Amounts may be rounded Statement covers period ® -
Summary Page to whole dollars. d
from 07/01/2010 ® '
SEE INSTRUCTIONS ON REVERSE through 09/30/2010 Page 3 of 18
NAME OF FILER LD. NUMBER
Billy O'Connell for City Council 2010 1323085
ToColumnR OD cColuDmn B Calendar Year Summary for Candidates
Contributions Received _ Running In Both the State Primary and
(FROM ATTACHED SCHEDULES) TOTALTO DATE g ma ry
General Elections
1. Monetary Contributions ........................................... schedule A,Line 3 $ 5,345.00 $ 12,840.00
2. Loans Received ...................................................... schedule B,Line 3 14,000.00 17,000.00 1/1 through 6/30 7/1 to Date
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines I+2 $ 19,345.00 $ 29,840.00 20. Receibutions
Received $ $
4. Nonmonetary Contributions.................................... schedule C,Line 3 0.00 0.00
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 19,345.00 $ 29,840.00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 8,040.11 $ 17,829.82 Candidates
7. Loans Made............................................................. schedule H,Line 3 0.00 0.00
22. Cumulative Expenditures Made*
8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 8,040.11 $ 17,829.82 (if Subject to Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills) ...............................Schedule F Line 3 1,370.00 2.120.00 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+s+10 $ 9,410.11 $ 19,949.82 $
Current Cash Statement $
12. Beginning Cash Balance....................... Previous summary Page,Line 16 $ 728.39
To calculate Column B,add
13. Cash Receipts ................................................... Column A,Line 3 above 19,345.00 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................ 8,040.11 report. Some amounts in
Column A,Line 8 above Column A may be negative
16. ENDING_ CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 12,033.28 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,Part $ 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 $ 19,120.00 FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772)
Lugar, Robin
From: Lugar, Robin
Sent: Friday, December 10, 2010 12:53 PM
To: 'kingdmcelt@aol.com'; 'RayLysa@aol.com'
Subject: Request for Amendment to Billy O'Connell for City Council 2010 Pre-election Statement
(10/1/10 to 10/16/10)
The City Clerk's Office has completed review of pre-election statements filed in Huntington
Beach on October 21, and requests that you file a 460 Amendment that corrects the following
identified errors:
• Schedule B, Part 1, Page 5 - Occupation and Employer must be indentified in Column 2
for all three entries (boxes in Column 1 all marked IND)
If you have any questions, please the FPPC's toll-free advice line at 1-866-275-3772.
Rabin Lugar, C-MC
Assistant Cite Clem
City of Huntington Beach
2-000 main Street
Huntington Beach CA 92648
714) 536-5405
Lugar, Robin
From: ' Lugar, Robin
Sent: Wednesday, October 27. 2O104:43P&1
To: 'RayLyna@ami.00m'
Co: Flynn, Joan
Subject: Request for Amendments td-O'Connell, Harper, Delglnize and Houston Pre-election
Statements(7/1/100u0/38/10)
Attachments: FPPC Returned Contribution Reporting pcK
HiLysa,
We took your advice and contacted Dixie Howard at the FPPC to inquire about reporting a "name of business" on the
46O Schedule "A" form. Joan and I spoke with Dixie yesterday afternoon by phone, and she concurred that filers must
provide a business name if the contributor code and accompanying box is marked IND and "self." |n regard toreporting
returned contributions, Dixie stated, that reporting a negative number on Schedule "A" is acceptable as long as the figure
meets criteria identified on page G-8of Manual 2 (see attached). Therefore, our October 2O request tm include aname
of business in sections ofpre-election statements for O'Connell, Harper and De|g|eize remains. In addition, please file
an amendment to correct a similar error found on Gabe Houston's first pre-election statement(01-01-10 to 9-30-10):
Schedule A, Page 4: include name of business for Cunningham
Thank you.
Robin
From: Flynn, loan '-
Sent: VVednesdoy October Z0, 3O109:S6PM
To: 'AayLysa@aV.conn'; Lugar, Robin
Cc: 1Barbana@barbanxZO1U.cnm'
Re: Request for Amendment toDelglebe Pre-election Statement (7/1/10to 9/0..
What is really funny is that the clerks say the same thing about different answers from the FPPC! I like the suggestion to
talk directly to Dixie -- I have sat in many of her classes over the years, and she knows her stuff. I am taking a few days
off(in fact writing this from the motorhome riding down the freeway just outside of Indio) since the period to file as a
candidate (write-in)just ended yesterday and with 23 candidates, I am burned out(no offense barbara, but election day
cannot come soon enough ---well, maybe you feel the same way). Robin, will you try reaching Dixie with the 2 questions-
- 1)clarification on the business name for self-employed, and 2)the refunds appearing on schedule A as a negative.
Thanks—if you do not reach them, | will try onMonday.
Joan
Joan L Flynn, CIVIC
Huntington Beach City Clerk `
Fromm: RayLYsa@am|.com < .com>
To: Flynn, Joan; Lugar, Robin
Cc: Barba ra@barbara20 10.cVm <Barbana@barba»aZO1U.com>
Sent: Wed Oct 2021:40:2Z2O1O
Subject: Re: Request for Amendment to Delgleize Pre-election Statement(7/1/10 to 9/30...
�
It is funny because you can call the FPPC and get different answers everytime you call -if you are lucky enough to even
get an immediate answer. (It is very frustrating) It all depends on how you ask the question and who you ask the question
to. I would call Dixie Howard at the FPPC 916-323-6935 to get the best answers. She is awesome if you can get her I
believe the way they are reported is correct and I have been thru many audits with refunds reported like this and they
were fine and reported correctly. If we put them on E - then the amounts will not be deducted off the donors total amounts
nor the total contributions received for the election. Therefore not giving the public full knowledge on donation amounts.
Also Sched E is for expenditures for goods or services I would argue that a refund of a contribution is neither of those.
I can change it if you like but it is not done that way anywhere else in the entire state.
I will wait to hear back on this from you and then change all the Self to the persons name.
I hope I do not sound cranky- I am not at all -just exhausted...just finished my last of 85 reports due tomorrow, tonight at
8pm.
Lysa Ray
Lysa Ray Campaign Services
714-540-2295
714-540-0901 fax
www.lysaray.com
In a message dated 10120/2010 8:37:06 P.M. Pacific Daylight Time. jflynnpsurfcity-hb.org writes:
Hi Lysa -- I checked with the FPPC today before asking for amendments, and what Robin has told you came
directly from the representative on the advice line. If you believe we are wrong, then we can ask for clarification
again. I respect your knowledge as I know you file more reports than I see each year, but again, this is how we
were trained, and had confirmed today via the phone.
On the self employed line, again the FPPC said the name of the company is required. For example, on one
candidate's report, Debbie Cook is listed as self employed and her name is listed under that as her business
name. The same way with many of the attorneys and doctors. By doing this, it is clear that the business name
has not been omitted and clarifies the report for the public.
Please let Robin know if you want her to call the FPPC or if you plan to call to clarify the refund.
Thanks for your response--Joan
Joan L. Flynn, CIVIC
Huntington Beach City Clerk
From: RayLysaCcbaol.com <RayLysaOaol.com>
To: Lugar, Robin
Cc: Barbara@barbara2010.com <Barbara(-abarbara2010.com>• Flynn, Joan
Sent: Wed Oct 20 20:09:37 2010
Subject: Re: Request for Amendment to Delgleize Pre-election Statement (7/1/10 to 9/30...
Robin,
You are incorrect about refunds being shown on sched E they are to be placed as a negative amount on A. It is
the proper way to report them as then the final column shows the correct amount for the election cycle. (also I
use netfile and this is state approved software which fully complies with FPPC laws and requaltions) You are
welcome to check with the FPPC or the Secretary of state on this issue. JT Development initially gave$400 and
2
was refunded $151 to equal $249 total contribution- per election column. It is not a mathematical error. The
reason it"looks"funny is because it was done in the same filing period.
As far as people being self employed - I can give myself as an example- I am a treasurer/self employed. My
business name is my name....do you want me to amend all the "self"s to the donors names?
Lvsa Ray
Lvsa Ray Campaign Services
714-540-2295
714-540-0901 fax
www.lysaray.com
In a message dated 10/20/2010 5:33:13 P.M. Pacific Daylight Time. rlugar cDsurfcit --hb.org writes:
Hi Lisa,
The City Clerk has completed review of pre-election statements filed in Huntington Beach on
October 5, and requests that you file a 460 Amendment for Delgleize that corrects the
following identified errors:
Schedule A, Page 5: Include name of business for Barbour and Borden
Schedule A, Page 6: Negative figure (-$250) for BTDJM Phase II Associates, Inc. —refunds
should be indicated on Schedule E, not A
Schedule A, Page 8: Include name of business for Harlow
Schedule A, Page 9: Mathematical error—JT Development ($400 and $249???)
Schedule A, Page 10: Negative figures (-$151 for JT Development Co., LLC), and -$520 for
Laguna Board of Directors)—refunds should be indicated on Schedule E, not A
Schedule A, Page 16: Include name of business for Thomas
Schedule A, Page 16: Negative figures (-$250 for Theory Properties, LLC)—refunds should be
indicated on Schedule E, not A
Schedule A, Page 17: Include name of business for White
If you have any questions,please the FPPC at 1-866-275-3772.
Robin F.Lugar.CMC
Assistant CANT Clerk
City of Huntington Beach
2000 Main Street
-C7 14)...53 6-.5.4..0.5
3
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rhzgar(d'surfcity-Wore
4
Campaign Disclosure Statement Type or print in ink. SUMMARY PAGE
Amounts may be rounded Statement covers period ® -
Summary Page to whole dollars. /
from -
10/01/2010 • -
SEE INSTRUCTIONS ON REVERSE through 10/16/2010 Page 3 of 10
NAME OF FILER I.D. NUMBER
Billy O'Connell for City Council 2010 1323085
- ColumnA - Column B Calendar Year Summary for Candidates
Contributions Received TOTALTHISPERIOD CALENDARYEAR Running in Both the State Prima and
(FROM ATTACHED SCHEDULES) TOTALTO DATE 9 Primary
General Elections
1. Monetary Contributions ........................................... Schedule A,Line 3 $ 1,120.00 $ 13,960.00
2. Loans Received ...................................................... Schedule s,Line 3 0.00 17,000.00 1/1 through 6/30 7/1 to Date
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines 1+2 $ 1,120.00 $ 30,960.00 20. Contributions
Received $ $
4. Nonmonetary Contributions.................................... Schedule C,Line 3 0.00 0.00
21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED •..........................AddLines3+4 $ 1,120.00 $ 30,960.00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 9,359.16 $ 27,188.98 Candidates
7. Loans Made............................................................. Schedule H,Line 3 0.00 0.00
22. Cumulative Expenditures Made*
8. SUBTOTAL CASH PAYMENTS .................................... Add Lines 6+7 $ 9,359.16 $ 27,188.98 (If Subjectto Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills)...............................Schedule F Line 3 0.00 2,120.00 Date of Election Total to Date
10.Nonmonetary Adjustment ..........................................ScheduleC,Line 0.00 0.00 (mm/dd/yy)
11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 9,359.16 $ 29,308.98 _�� $
Current Cash Statement ) $
12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 12,033.28 To calculate Column B,add
13.Cash Receipts ................................................... Column A,Line 3 above 1,12 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 a above 9,359.16 report. Some amounts in
Column A may be negative
16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 3,794.12 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 from Lines 2,7,and 9(if
Y)
18. Cash Equivalents........................................ See instructions on reverse $ 0.00
19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 19,120.00 FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(866/275-3772)
Schedule G Type or print in ink. SCHEDULE G
Payments Made by an Agent or Independent Amounts may be rounded Statement covers period -
towholedollars.
Contractor(on Behalf of This Committee) from 10/01/2010 FI0,RMI
60
SEE INSTRUCTIONS ON REVERSE
through 10/16/2010 Page 9 of 10
NAME OF FILER I.D.NUMBER
Billy O'Connell for City Council 2010 1323085
NAME OF AGENT OR INDEPENDENT CONTRACTOR
Mailing Pros Inc.
CODES: If one of the following codes accurately describes the payment, you may enter the code. Otherwise, describe the payment.
CMP campaign paraphernalialmisc. 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 PET petition circulating TEL t.v.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)
"Payments that are contributions or independent expenditures must also be summarized on Schedule D.
NAME AND ADDRESS OF PAYEE OR CREDITOR
(IF COMMITTEE,ALSO ENTER I.D.NUMBER) CODE OR DESCRIPTION OF PAYMENT AMOUNT PAID
USPS POS 5,017.47
Haxton Station Post Office
Huntington Beach CA 92615-9998
Attach additional information on appropriately labeled continuation sheets. TOTAL* $ 5,017.47
Do not transfer to any other schedule or to the Summary Page. This total may not equal the amount paid to the agent or
independent contractor as reported on Schedule E. FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(866/276-3772)
Lugar, Robin
From: Lugar, Robin
Sent: Wednesday, October 20, 2010 1:19 PM
To: 'RayLysa@aol.com'
Cc: Flynn, Joan
Subject: Request for Amendment to O'Connell Pre-election Statement(7/1/10 to 9/30/10)
HiLysa,
The City Clerk has completed review of pre-election statements filed in Huntington Beach on October 5, and requests
that you file a 460 Amendment for Billy O'Connell that corrects the following identified errors:
Cover Page/4.Verification: Include execution date to the left of Mr. O'Connell's signature
Schedule A, Page 4: Include name of business for Borden and Dzida
If you have any questions, please call the FPPC at 1-866-275-3772.
Robin F. Lugar.CMC
Assistant City-Clerk
Cit,of Huntington Beach
2000 Main Street
Huntington Beach C<\9 648
(714)536-5405
(714)374-�557 fay"
rlugar a surfeity-hb.org
Apply for passports in the, City-Clerk's Office!
r
1
Campaign Disclosure Statement Type or print in ink. SUMMARYPAGE
Amounts may be rounded Statement covers period ®-
Summary Page to whole dollars. d
from 07/01/2010 ® "
SEE INSTRUCTIONS ON REVERSE through 09/30/2010 Page 3 of 18
NAME OF FILER I.D. NUMBER
Billy O'Connell for City Council 2010 1323085
ToColulm PERIOD
Column B Calendar Year Summary for Candidates
Contributions Received
(FROMATTACHED SCHEDULES) TOTALTO DATE Running in Both the State Primary and
General Elections
1. Monetary Contributions ........................................... Schedule A,Line 3 $ 5,345.00 $ 12,840.00
1/1 through 6/30 7/1 to Date
2. Loans Received ...................................................... Schedule a,Line 3 14,000.00 17,000.00
,345.00 29,840.00 20. Contributions
3. SUBTOTAL CASH CONTRIBUTIONS ......................... Add Lines l+2 $ 19 $ Received $ $
4. Nonmonetary Contributions.................................... schedule C,Line 3 0.00 0.00 21. Expenditures
5. TOTAL CONTRIBUTIONS RECEIVED ...........................Add Lines 3+4 $ 19,345.00 $ 29,840.00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6. Payments Made....................................................... Schedule E,Line 4 $ 8,040.11 $ 17,829.82 Candidates
7. Loans Made............................................................. Schedule y,Line 3 0.00 0.00
22. Cumulative Expenditures Made'"
8. SUBTOTALCASH PAYMENTS .................................... Add Lines 6+7 $ 8,040.11 $ 17,829.82 (if Subjectto Voluntary Expenditure Limit)
9. Accrued Expenses (Unpaid Bills) ...............................Schedule F Line 3 1,370.00 2,120.00 Date of Election Total to Date
10. Nonmonetary Adjustment ..........................................ScheduleC,Linea 0.00 0.00 (mm/dd/yy)
11. TOTAL EXPENDITURES MADE................................Add Lines 8+9+10 $ 9,410.11 $ 19,949.82 _�� $
Current Cash Statement $
12. Beginning Cash Balance....................... Previous Summary Page,Line 16 $ 728.39 To calculate Column B,add
13. Cash Receipts ................................................... Column A,Line 3 above 19,345.00 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 8,040.11 report. Some amounts in
Column A may be negative
16. ENDING CASH BALANCE.......... Add Lines 12+13+14,then subtract Line 15 $ 12,033.28 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 from Lines 2, 7,and 9(if
v
18. Cash Equivalents........................................ See instructions on reverse $ 0.00
19. Outstanding Debts......................... Add Line 2+Line 9 in Column B above $ 19,120.00 FPPC Form 460(January/05)
FPPC Toll-Free Helpline:866/ASK-FPPC(8661275-3772)
Campaign Disclosure Statement Type or print in ink SUMMARYPAGE
Amounts may be rounded Statement covers period
Summary Page to whole dollars A ®' 1
from 01/01/2010
SEE INSTRUCTIONS ON REVERSE
through 06/30/2010 Page 3 of 22
NAME OF FILER ID NUMBER
Billy O Connell for City Council 2010 1323085
Contributions Received Column Column B Calendar Year Summary for Candidates
TOTACHIS PERIOD CALENDAR YEAR Running In Both the State Prima and
(FROMATTACHEDSCHEDULES) TOTALTO DATE g Primary
General Elections
1 Monetary Contributions Schedule Line $ 7 495 00 $ 7 495 00
1/1 through 6/30 7/1 to Date
2 Loans Received Schedule B Line 3 3 000 00 3,000 00
00 495 10 495 00 20 Contributions
3 SUBTOTALCASH CONTRIBUTIONS Add Lines 1+2 $ 10 $ Received $ $
4 Nonmonetary Contributions Schedule C Line 3 0 00 0 00
21 Expenditures
5 TOTAL CONTRIBUTIONS RECEIVED Add Lines 3+4 $ 10 495 00 $ 10 495 00 Made $ $
Expenditures Made Expenditure Limit Summary for State
6 Payments Made Schedule E Line 4 $ 9 789 71 $ 9 789 71 Candidates
7 Loans Made Schedule H Line 3 0 00 0 00
22 Cumulative Expenditures Made
8 SUBTOTALCASH PAYMENTS Add Lines 6+7 $ 9,789 71 $ 9,789 71 (if Subject to Voluntary Expenditure Limit)
9 Accrued Expenses (Unpaid Bills) Schedule F Line 3 750 00 750 00 Date of Election Total to Date
10 Nonmonetary Adjustment Schedule Line 0 00 0 00 (mm/dd/yy)
11 TOTAL EXPENDITURES MADE Add Lines 8+9+10 $ 10,539 71 $ 10,539 71
Current Cash Statement $
12 Beginning Cash Balance Previous Summary Page Line 16 $ 0 00 To calculate Column B add
13 Cash Receipts Column A Line 3 above 10,495 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 23 10 from Column B of your last I reported in Column B
15 Cash Payments Column A Line 8 above 9 789 71 report Some amounts in
Column A may be negative
16 ENDING CASH BALANCE Add Lines 12+13+14 then subtract Line 15 $ 728 39 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 Part 2 $ 0 00 for this calendar year only
carry over the amounts
Cash Equivalents and Outstanding from Lines 2 7 and 9 (if
in Debts
� g any)
18 Cash Equivalents See instructions on reverse $ 0 00
19 Outstanding Debts Add Line 2+Line 9 in Column B above $ 3,750 00 FPPC Form 460(January/05)
FPPC Toll Free Helpline 866/ASK FPPC(8661276 3772)
Schedule I Type or print in Ink SCHEDULE I
Miscellaneous Increases to Cash Amounts may be rounded Statement covers period
to whole dollars d117
from 01/01/2010 FORM
SEE INSTRUCTIONS ON REVERSE through 06/30/2010 Page 22 of 22
NAME OF FILER I D NUMBER
Billy 0 Connell for City Council 2010 1323085
DATE FULL NAME AND ADDRESS OF SOURCE AMOUNT OF
RECEIVED (IF COMMITTEE ALSO ENTER I D NUMBER) DESCRIPTION OF RECEIPT INCREASE TO CASH
Attach additional Information on appropnately labeled continuation sheets SUBTOTAL$ 0 00
Schedule I Summary
1 Itemized Increases to cash this period $ 0 00
2 Unitemized Increases to cash of under$100 this period $ 23 10
3 Total of all Interest received this period on loans made to others (Schedule H Column (e) ) $ 0 00
4 Total miscellaneous Increases to cash this period (Add Lines 1 2 and 3 Enter here and on the
Summary Page Line 14 ) TOTAL $ 23 10
FPPC Form 460(January/05)
FPPC Toll-Free Helplme 8661ASK FPPC(8661275 3772)