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EMC Planning Group - Annual 2001 CALlFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION STATEMENT OF ECONOMIC I Date Received Official Use Only Please type or print in ink NAME (LAST) (FIRST) Groves, Michael J. MAILING ADDRESS (May be business address) STREET CITY Monterey, CA 93940 1. Full Name of Office Sought or Held, Agency or Court: City of Gilroy Division, Board, District, if applicable: Planning Division Position: Planning Consultant - If filing for multiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary.) Agency: Position Title: 2. Jurisdiction of Office (Check one box) D State D County of 00 City of Gilroy D Multi-County D Other 3. Type of Statement (Check at least one box) D Assuming Office/Initial Date: ----1----1_ 00 Annual: The period covered is January 1, 2001, through December 31, 2001. -or- a The period covered is ----1----1_, through December 31, 2001. D Leaving Office Date Left: ----1----1_ (Check one) o The period covered is January 1, 2001, through the date of leaving office. -or- a The period covered is ----1----1_, through the date of leaving office. D Candidate E TELEPHONE NUMBER 649-1799 groves@emcplanning.com 4. Schedule Summary (Check applicable schedules or "No reportable interests.") - During the reporting period, did you have any reportable interests to disclose on: Schedule A-1 DYes - schedule attached Investments (Less than 10% OWnership) Schedule A-2 00 Yes - schedule attached Investments (Greater than 10% Ownership) Schedule B Real Property DYes - schedule attached Schedule C DYes - schedule attached Income & Business Positions (Income Other than Loans, Gifts, and TraveQ Schedule D DYes - schedule attached Income - Loans Schedule E DYes - schedule attached Income - Gifts Schedule F DYes - schedule attached Income - Travel Payments -or- _ D No reportable interests on any schedule Total number of pages completed including this cover page: 8 5. Verification I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed March 28, 2002 (month, day, year) ~~ Signature ./ (File the originally signed 2002) FPPC Toll-Free Helpline: 866/ASK-FPPC SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Michael J. Groves > NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 D $10,001 - $100,000 DOver $1,000,000 NATURE OF INVESTMENT D Stock D Other NATURE OF INVESTMENT D Stock D Other D $10,001 - $100,000 DOver $1,000,000 IF APPLICABLE, LIST DJliJE: IF APPLICABLE, LIST DArE: (Describe) (Describe) -----1-----1~ ACQUIRED -----1-----1.JlL ACQUIRED -----1-----1~ DISPOSED -----1-----1~ DISPOSED > NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 D $10,001 - $100,000 DOver $1,000,000 NATURE OF INVESTMENT D Stock D Other NATURE OF INVESTMENT D Stock D Other D $10,001 - $100,000 DOver $1,000,000 IF APPLICABLE, LIST DJliJE: IF APPLICABLE, LIST DArE: (Describe) (Describe) -----1-----1~ ACQUIRED -----1-----1~ ACQUIRED -----1-----1.JlL DISPOSED -----1-----1~ DISPOSED > NAME OF BUSINESS ENTITY > NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 FAIR MARKET \ALUE D $2,000 - $10,000 D $100,001 - $1,000,000 D $10,001 - $100,000 DOver $1,000,000 NATURE OF INVESTMENT D Stock D Other NATURE OF INVESTMENT D Stock D Other D $10,001 - $100,000 DOver $1,000,000 IF APPLICABLE, LIST DArE: IF APPLICABLE, LIST DArE: (Describe) (Describe) -----1-----1~ ACQUIRED -----1-----1~ DISPOSED -----1-----1.JlL ACQUIRED Comments: -----1-----1~ DISPOSED FPPC Form 700 (2001/2002) Sch. A-1 FPPC Toll-Free HelDline: 866/ASK-FPPC SCHEDULE A-2 Investments, Income, and Assets of Business EntitieslTrusts (Ownership Interest is 10% or Greater) > 1, BUSINESS ENTITY OR TRUST EMC Planning Group Inc. C, Monterey, CA 93940 Address Check one D Trust, go to 2 IX! Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY Consulting Services IF APPLICABLE, LIST DJliJE: FAIR MARKET \ALUE D $2,000 - $10,000 8$10,001 - $100,000 $100,001 - $1,000,000 ~ Over $1,000,000 NATURE OF INVESTMENT D Sole Proprietorship D Partnership ~ Shareholder 0lI1er YOUR BUSINESS POSITION President & Senior Principal ---'___L.!tl_ ACQUIRED ---,---,Jll.. DISPOSED CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Michael J. Groves > 1. BUSINESS ENTITY OR TRUST Name Address Check one D Trust, go to 2 D Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF BUSINESS ACTIVITY FAIR MARKET \ALUE D $2,000 - $10,000 8$10,001 - $100,000 $100,001 - $1,000,000 DOver $1,000,000 NATURE OF INVESTMENT D Sole Proprietorship D Partnership D YOUR BUSINESS POSITION IF APPLICABLE, LIST DArE: ---,---,Jll.. ACQUIRED ---,---,...Q1. DISPOSED 0lI1er 8 $0 - $499 $500 - $1,000 D $1,001 - $10,000 ~ $10,001 - $100,000 DOVER $100,000 > 3, LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME/LOANS OF $10,000 OR MORE (attach a sepacate sheet ,( neeessa'Y) City of Gilroy > 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE BUSINESS ENTITY OR TRUST Check one box: D INVESTMENT D REAL PROPERTY Name of Business Entity Q!: Street Address or Assessor's Parcel Number of Real Property Description of Business Activity Q!: City or Other Precise Location of Real Property FAIR MARKET \ALUE 8$2,000 - $10,000 $10,001 - $100,000 D $100,001 - $1,000,000 DOver $1,000,000 NATURE OF INTEREST D Property Ownership/Deed of Trust IF APPLICABLE, LIST DJliJE: ---'---'JlL ---'---'...J1i ACQUIRED DISPOSED D Stock D Partnership D Leasehold Vrs. remaining D Other Comments. 8 $0 - $499 $500 - $1,000 D $1,001 - $10,000 8 $10,001 - $100,000 OVER $100,000 > 3, LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOMEILOANS OF $10,000 OR MORE lattach a sepm'e sheet ,( neeessa'Yl Check one box: > 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THE BUSINESS ENTITY OR TRUST DINVESTMENT D REAL PROPERTY Name of Business Entity Q[ Street Address or Assessor's Parcel Number of Real Property Description of Business Activity Q!: City or Other Precise Location of Real Property FAIR MARKET \ALUE 8$2,000 - $10,000 $10,001 - $100,000 D $100,001 - $1,000,000 DOver $1,000,000 NATURE OF INTEREST D Property Ownership/Deed of Trust D Leasehold IF APPLICABLE, LIST DArE: ---'---'JlL ---'---'...J1i ACQUIRED DISPOSED D Stock D Partnership D Other Yrs. remaining FPPC Form 700 (2001/2002) Sch. A-2 FPPC Toll-Free HelDline: 866/ASK-FPPC CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION SCHEDULE B Interests in Real Property > STREET ADDRESS OR PRECISE LOCI'fION CITY FAIR MARKET \ALUE D $2,000 - $10,000 D $10,001 - $100,000 D $100,001 - $1,000,000 DOver $1,000,000 IF APPLICABLE, LIST DArE: ---1_/.Jll... ---1_/.ll- ACQUIRED DISPOSED NATURE OF INTEREST D Rental Property D Ownership/Deed of Trust D Easement D Leasehold D Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED D $0 - $499 D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financial Institution D Other INTEREST RATE TERM (MonthslYears) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 D Guarantor, if applicable Check below if another loan is disclosed on Schedule D, DAdditionalloan - refer to Sch. D. Comments: Name Michael J. Groves > STREET ADDRESS OR PRECISE LOCI'fION CITY IF APPLICABLE, LIST DArE: FAIR MARKET \ALUE D $2,000 - $10,000 D $10,001 - $100,000 D $100,001 - $1,000,000 DOver $1,000,000 NATURE OF INTEREST D Ownership/Deed of Trust ---1-1JJL ---1-1.Jll... ACQUIRED DISPOSED D Easement D Rental Property D D Leasehold Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED D $0 - $499 D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SOURCES OF RENlAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more. NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financial Institution D Other INTEREST RATE TERM (MonthslYears) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 D Guarantor, if applicable Check below if another loan is disclosed on Schedule D. DAdditionalloan - refer to Sch. D. FPPC Form 700 (2001/2002) Sch. B FPPC Toll-Free Heloline: 866/ASK-FPPC SCHEDULE C Income & Business Positions CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Michael J. Groves (Income other than Loans, Gifts, and Travel Payments) > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED D Salary D Spouse's income D Loan repayment D Sale of (Property, car, boat, etc.) D Rental Income, list each source of $10,000 or more D Commission or D Other (Describe) > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED D Salary D Spouse's income D Loan repayment D Sale of (Property, car, boat, ete.) D Commission or D Rental Income, list each source of $10,000 or more D Other (Describe) Comments: > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED D Salary D Spouse's income D Loan repayment D Sale of D Commission or (Property, car, boat, etc.) D Rental Income, list each source of $10,000 or more D Other (Describe) > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED D Salary D Spouse's income D Loan repayment D Sale of D Commission or (Property, car, boat, etc.) D Rental Income, list each source of $10,000 Of more D Other (Describe) FPPC Form 700 (2001/2002) Sch. C FPPC Toll-Free Helpline: 866/ASK-FPPC SCHEDULE D Income - Loans (Received or Outstanding) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION > NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financial Institution D Other INTEREST RATE TERM (MonthslYears) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SECURITY FOR LOAN D None D Automobile D Personal residence D Real Property Street address City D Guarantor D Other (Describe) > NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financial Institution D Other INTEREST RATE TERM (MonthslYears) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SECURITY FOR LOAN D None D Automobile o Personal residence D Real Property :::;rreet address City D Guarantor D Other (Describe) Comments: Name Michael J. Groves > NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financiallnstitulion D Other INTEREST RATE TERM (Months/Years) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SECURITY FOR LOAN D None D Automobile D Personal residence D Real Property Street address City D Guarantor D Other (Describe) > NAME OF LENDER ADDRESS BUSINESS ACTIVITY OF LENDER D Financiallnslitution D Other INTEREST RATE TERM (MonthslYears) % D None HIGHEST BALANCE DURING REPORTING PERIOD D $500 - $1,000 D $1,001 - $10,000 D $10,001 - $100,000 DOVER $100,000 SECURITY FOR LOAN D None D Automobile D Personal residence D Real Property :::itreet address City D Guarantor D Other (Describe) FPPC Form 700 (2001/2002) Sch. 0 FPPC Toll-Free Helpline: 866/ASK-FPPC CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION SCHEDULE E Income - Gifts > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) DATE VALUE $ ---1-1_ $ ---1-1_ $ ---1-1_ > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) VALUE DATE $ ---1-1_ $ ---1-1_ $ ---1-1_ > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) DATE VALUE $ ---1-1_ $ ---1-1_ $ ---1-1_ Comments: Name Michael J. Groves > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) VALUE DATE $ ---1-1_ $ ---1_1_ $ ---1-1_ > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) VALUE DATE $ ---1-1_ $ ---1-1_ $ ---1-1_ > NAME OF SOURCE ADDRESS BUSINESS ACTIVITY, IF ANY, OF SOURCE DESCRIPTION OF GIFT(S) VALUE DATE $ ---1_1_ $ ---1_1_ $ ---1_1_ FPPC Form 700 (2001/2002) Sch. E FPPC Toll-Free Helpline: 866/ASK-FPPC SCHEDULE F Income - Gifts Travel Payments, Advances, and Reimbursements > NAME OF SOURCE ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: $ DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: , CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Michael J. Groves > NAME OF SOURCE ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: s DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: > NAME OF SOURCE > NAME OF SOURCE ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: $ DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: $ DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: > NAME OF SOURCE > NAME OF SOURCE ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: $ DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: Comments: ADDRESS CITY AND STATE BUSINESS ACTIVITY, IF ANY, OF SOURCE TYPE OF PAYMENT: (check one) D Gift D Income AMT: s DATE(S): ---1---1_ ---1---1_ (If applicable) DESCRIPTION: FPPC Form 700 (2001/2002) Sch. F FPPC Toll-Free Helpline: 866/ASK-FPPC