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1988-23 Adopting a Local Financial Disclosure and Placing the Question of Exemption from the State Financial Disclosure LawBy: Ken Gregg Drafted by: Borough Clerk Introduced: 07/21/88 Amended: 08/18/88 Adopted: 08/18/88 KODIAK ISLAND BOROUGH ORDINANCE NO. 88-23-0 AN ORDINANCE OF THE KODIAK ISLAND BOROUGH ADOPT A LOCAL FINANCIAL DISCLOSURE AND CONFLICT OF INTER4 LAW AND PLACING THE QUESTION OF EXEMPTION FROM THE'ST TE FINANCIAL DISCLOSURE LAW (AS 39.50) ON THE �B7A la . T WHEREAS, the Alaska Public Offices CommissiorT s not funded sufficiently to adequately enforce the provisions of AS 39 and WHEREAS, a conflict of interest law could more effectively enforced locally; and �T WHEREAS, voters are reluctant to seek elect office, particularly for service area boards, due to the filing requirement and WHEREAS, a local conflict of interest laar ould exempt candidates to service area boards from filing; q BE IT ORDAINED by the Kodiak Isla Borough Assembly that: Section I. This ordinance is of a neral and permanent nature and shall become a part of the Code of Or i ces. I Section 2. Chapter 2.18 is her by repealed and reenacted to read: 2. financial and clerk, at the time of candidacy, specifying sources. B. Any appointed planning & zoning coma borough clerk, within sources of business inte C. Each municipi 'l sources and business in 15 of each year that off filing the < 18 CTOFI inessinterests. A. A candidate for statement under oath with the borough nominating petition and declaration of date's business interests and income yor, assembly member, school board member, or onAr shall file a statement under oath with the days after appointment to office, specifying and income. ifficer shall file a similar statement of income fists with the borough clerk not later than April is held. �2.10.020 Contents 4fXstatement. A. The statement filed by a municipal o cer or can aZ n er t is chapter shall be an accurate representation of the financial of rs of the business interests and sources of income for the officer's or didate's spouse, dependent children, and nondependent children residi ith the officer or candidate, to the extent those sources .I of income o usiness interests are ascertainable by the officer or -and', ote. �. liab..... .,nder 2500. household goods, and II personal of need not be identified. B. statement filed shall include the following information relating to the pal officer or candidate and the officer's or candidate's spouse, I dependen hildren, and nondependent children residing with the officer or /(1) The source of all income of one hundred dollars or more as dividends or interest; (2) The source of all other income over one hundred dollars, capital gains received during the preceding calendar year; Ordinance No. 88-23-0 Paqe 1 of 3 (3) The name and address of each business entity owned or in which an interest was held during the preceding calendar year, including a statement of the nature of the interest owned or held; (4) The name and address of each business in which thi municipal officer or candidate is an officer, director, manager, or empl ee during the preceding calendar year; (5) A description of each interest in real property d a statement of the nature of the interest owned; (6) Each loan, loan guarantee, or other indebtedness of 500 or more, including the identity of the maker of the loan and eachLG� a itor and the nature and terms of the transaction; // (7) A list of all contracts, bids, or offers to con with the borough during the preceding year, including those ma¢g through a proprietorship, partnership, or corporation in which �Lf+�e' officer or candidate or a member of their family, or a combination/of-them, hold a controlling interest; and 42 (8) A list of each mineral, timber, oil, or oth® natural resource lease held, or lease offer made during the precedtpg/ calendar Year, including those held or made by a partnership or professional corporation, or a corporation in which the officer or candidate or the officer's or candidate's spouse or children, or a combination of the , hold a controlling interest. C. The statement shall be filed on a form pr ribed by the borough clerk. 2.18.030 Modified requirements for profession! Notwithstanding other provisions o t is c apter, me ica and psyc is c doctors, attorneys, and psychologists are not required to disclose as so0ces of income the names of individual patients or clients who receive pgofessional services normally considered to be confidential. This exemp ion shall not apply to the identity of any corporation or other busip entity having a contract with come the professional producing inof Ess01 or more for services to its members or a defined group, nor t0he identity of clients receiving services that do not fall within t e candidate's or official's field of professional expertise. 2.18.040 Records, ublic. All st"e*,ents required to be filed by this c apter are pu is recor s. or failure to any accompanying fees shall returned and the candid filing records of candidal B. A candidate fail this chapter shall forfeit the office for which this C. A person who information within the til or misleading information a misdemeanor and upory $100 nor more than $1, 0 e. A. If a candidate fails or refuses [ion 2.18.010, the candidate's filing and ;ed or, if previously accepted, shall be shall be withheld or removed from the refusing to comply with the requirements of the omination and shall not be seated or sworn to per on is a candidate. r fuses or knowingly fails to disclose required n required in this chapter, or who provides false knowing it to be false or misleading, is guilty of conviction is punishable by a fine of not less than 2.18.060 Failure to /report by municipal officer. A. If the report is not e or properly completed wrt i� nF^t iime required by this chapter, penalties of f10/dal accrue up to the 30th day of delinquency. B. On the fast day, the borough clerk will request the assembly to remove the official from office and request the borough attorney to initiate misdemeanor pr eedings. 2.18.070 Co flicts of interest prohibited. A. A municipal officer, appomte o ici , or emp ogee may not solicit or receive money for advice or assista a given in the course of the officer's or employee's employment or relatino to that employment. B. A municipal officer, appointed official, or employee may not represe t a client before the borough assembly for a fee. C A municipal officer, appointed official, or employee may not accep• a gift, loan, gratuity, or other valuable consideration, or a promise of an of them, with the understanding or agreement, expressed or implied, that Ordinance No. 88-23-0 Page 2 of 3 the officer will cast a vote or give an opinion, decision, or judgment in a particular manner, in a matter, question, cause, or proceeding which then is or may by law come or be brought before the municipal officer, appointed official, or employee, or with the understanding or agreement that the officer or employee will, in official capacity, act in a particular manner to produce or prevent a particular result. D. No member of the governing body may vote on any que ion in which the member has a direct or indirect substantial financial �hterest. Direct or indirect financial interest shall be disclosed to the presiding officer prior to the vote on the question, for a ruling on a request from the member with the financial interest to be excused from the vote. The decision of the presiding officer on a request by a member of th governing body to be excused from a vote may be overridden by the marity vote of the assembly. If there are not at least four assembly members in attendance who are qualified to vote, the matter shall e t bled until the next regular or special meeting at which four assembly members qualified to v to on the matte are in attendance o r E. A municipal employee or official, oththan member of the er governing body, may not participate in an official l�ion in which the employee or official has a substantial financial interes 2.18.080 Definitions. As used in definitions s a apply: A. "Municipal officer" means school board members, and members B. "Source of income" means paying compensation, dividends, o services, products, or investment derived from employment by a corporation in which the reporting this chapter, t1C ) the mayor, b0"rr 15gh assembly members, of the planning 6 zoning commission. aemp n loyer other person or entity r interest, d' ectly or indirectly, for S . If tt� ncome being reported is sole combination of them hold a controu m partnership, or corporation may be de, without specifying clients or customers normally conducted on a cash basis and/ individual customers. In all other cases proprietorship, partnership, or corporal income of the person whose income(10 children, or a combination of them hold/a propr torship, partnership, or rna spouse or children, or a erest, that proprietorship, ign ted as the source of income I f the business is one that is y Ica IIy does not keep records of the clients or customers of the on shall be listed as sources of being reported, whose spouse, controlling interest. Section 3. This ordinahc takes effect upon passage by a majority oil-t-o>�lectors qualified" d voting on the following question at the regular election to be held on a tober 4, 1988. "Shall Ordinance No. !6 3-O which enacts financial disclosure requirements for borou fficaIs and candidates (excluding service area boards) for boroLf ffice, and exempts officials and candidates for office from state fin;p al disclosure be approved?" PASSED AND APPiz,61v0 THIS 18th DAY OF August, 1988. KODIAK ISLAND BOROUGH ATTEST: Ordinance No. 88-23-0 Page 3 of 3