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Disclosure statements shall be made on forms supplied by the city clerk, and shall contain the following information:

A. Contents of Investment and Real Property Reports. When an investment, or an interest in real property is required to be reported, the statement shall contain:

1. A statement of the nature of the investment or interest;

2. The name of the business entity in which each investment is held, and a general description of the business activity in which the business entity is engaged;

3. The address or other precise location of the real property;

4. A statement whether the fair market value of the investment or interest in real property equals or exceeds two thousand dollars but does not exceed ten thousand dollars, whether it exceeds ten thousand dollars but does not exceed one hundred thousand dollars, whether it exceeds one hundred thousand dollars but does not exceed one million dollars or whether it exceeds one million dollars. This information does not have to be provided with respect to an interest in property that is the principal residence of the filer.

B. Contents of Personal Income Reports. When personal income is required to be reported, the statement shall contain:

1. The name and address of each source of income aggregating five hundred dollars or more in value, or fifty dollars or more in value if the income was a gift, and a general description of the business activity, if any, of each source;

2. A statement whether the aggregate value of income from each source, or in the case of a loan, the highest amount owed to each source, was at least five hundred dollars but did not exceed one thousand dollars, whether it was in excess of one thousand dollars but was not greater than ten thousand dollars, or whether it was greater than ten thousand dollars or greater than one hundred thousand dollars;

3. A description of the consideration, if any, for which the income was received;

4. In the case of a gift, the name, address and business activity of the donor and any intermediary through which the gift was made; a description of the gift; the amount or value of the gift; and the date on which the gift was received;

5. In the case of a loan, the annual interest rate and the security, if any, given for the loan and the term of loan.

C. Contents of Business Entity Income Reports. When income of a business entity, including income of a sole proprietorship, is required to be reported, the statement shall contain:

1. The name, address and a general description of the business activity of the business entity;

2. The name of every person from whom the business entity received payments if the filer’s pro rata share of gross receipts from such person was equal to or greater than ten thousand dollars during a calendar year;

3. When a payment, including an advance or reimbursement, for travel is required to be reported pursuant to this section, it may be reported in a separate travel reimbursement schedule which shall be included in the filer’s statement of economic interest. The filer who chooses not to use a travel schedule shall disclose payments for travel as a gift, unless it is clear from all surrounding circumstances that the services provided were equal to or greater in value than the payments for travel, in which case the travel may be reported as income.

D. Contents of Management Position Reports. When a statement is required to be filed under this policy, every person specified shall disclose any business positions held by that person. For purposes of this section, "business position" means any business entity in which the filer is a director, officer, partner, trustee, employee or holds any position of management, if the business entity or any parent, subsidiary or otherwise related business entity has an interest in real property in the jurisdiction, or does business or plans to do business in the jurisdiction or has done business in the jurisdiction at any time during the two years prior to the date the statement is required to be filed.

E. Initial Statement. The initial statement filed by an employee appointed to a "designated position" shall disclose any reportable investment and interests in real property. (Ord. 466 §1, 2002; Ord. 456 Exh. A, 2001; Ord. 439 §2, 1999).