{"036ef1ce049cd3eeacff41d5236b9c1f8ec8f3d37e7e61f14183d269c84dc44c": {"id": "036ef1ce049cd3eeacff41d5236b9c1f8ec8f3d37e7e61f14183d269c84dc44c", "filename": "2016/Forest,_James_section_6_disclosure_3.28.16.pdf", "year": 2016, "name": "", "title": "", "agency": "", "content": "\u0439 University of STATE RECEIVEDHISS Cumnock Hall OF THE PROVOST Phone: 978-934-2212 Massachusetts 2016 MAR 28 AM 9: One University Avenue Fax: 978-934-5200 UMASS Lowell Lowell, MA 01854 E-mail: Charlotte Mandell@uml.edu Learning with Purpose AUTHORIZATION LETTER FROM VICE PROVOST FOR UNDERGRADUATE EDUCATION March 15, 2016 Dr. James Forest School of Criminology & Justice Studies Health and Social Sciences Building, 4th Floor Lowell, MA 01854 Re: Use of Textbook for Teaching and M.G.L. c.268A, \u00a76 Title: 'Essentials of Counterterrorism' Dear Dr. Forest, Thank you for your recent Outside Activity Disclosure regarding assignment of a textbook you have written to students in your course. In order for you to assign textbooks to your students that you have written and from whose sale you will financially benefit, you are required to fully disclose and receive a written determination from your appointing authority consistent with the statutory language of \u00a76 of the MA State Ethics Law indicating that your financial interest in the textbook selection decision is not so substantial as to affect the integrity of your service to the Commonwealth. I have reviewed the Outside Activity Disclosure (copy attached), publicly available information about the textbook and other information provided by you and determined that your financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from you and you may use the textbook for the course as indicated in your disclosure. You should retain this written determination for your records. Sincerely, Digitally signed by Charlotte Mandell DN: cn=Charlotte Mandell, o=University of Massachusetts Charlotte Mandell Lowell, ou=V Provost for Undergraduate Education email=Charlotte_Mandell@uml.edu.cUS Date:2016.03.23 13:07:52-04'00 Dr. Charlotte Mandell, Vice Provost for Undergraduate Education CC: State Ethics Commission (copied pursuant to requirement of \u00a76) Elaine Major, Director of Institutional Compliance at UMass Lowell RECEIVED STATE ETHICS COMMISSION Massachusetts State Ethics Commission Disclosure Form 2016 MAR 28 AM 9: 24 Name of Faculty Member: James J.F. Forest Title: Professor Department: School of Criminology & Justice Studies Name of text or other course materials to be assigned: Essentials of Counterterrorism Name of course: CRIM5720: Terrorism & Counterterrorism # of students enrolled: 19/semester (online) Semester(s) for which authorization is sought: Spring, Summer, Fall Anticipated amount of royalties or other earnings from these materials in this course: $38/semester I hereby request a determination by the Provost that the assignment of the above-named materials, which I deem pedagogically appropriate, will not result in a financial benefit to me that is so substantial as to affect the integrity of my service to the Commonwealth of Massachusetts: Signature of Faculty Member: Date: March 14, 2016 Digitally signed by Charlotte Mandell Charlotte DN: cn=Charlotte Mandell, OR University of Massachusetts Lowell, ousV Provost for Undergraduate Education, Approved: Mandell emailsCharlotte_Mandell@umledu,ceUS Date 20160322 1206-21-0400 Provost or Designee Date: Forrest J Textbook Discl for Essentials of CounterTerrorism 3-15-16"}, "037cc30b3fdd196812217c884382df3487f7afb60f0d100a8b01e8ffc199d09a": {"id": "037cc30b3fdd196812217c884382df3487f7afb60f0d100a8b01e8ffc199d09a", "filename": "2024/McAllister_Jennifer_10.15.24_CMR_6.07_-_2.pdf", "year": 2024, "name": "Jennifer McAllister", "title": "", "agency": "Department of Mental Health", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST ED IN A CONTRACT TO PROVIDE SOCIAL SERVICES ETHICS COMMISSION PURSUANT TO 930 CMR 6.07 2024 OCT 15 AM 10: 54 STATE EMPLOYEE INFORMATION Name of state Jennifer McAllister employee: Title/ Position: Psychologist IV: forensic psychologist Agency/Department: Department of Mental Health Agency Address: 11 Staniford St Boston, MA 02114 Office phone: 774-363-9603 Office e-mail Jennifer.mcallister@mass.gov I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or - To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. Executive Office of Health and Human Services, Department of Mental Health 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state agency listed above. organization Please provide the name and address of the provider or organization. Please identify the state agency that funds the provider or organization, and also the Executive Office it is in, if applicable. 3) Service to a person or persons I will provide personal services directly to a person or persons who receive services from, or have services paid for by, a state agency listed above. Please identify the state agency that provides services to, or pays for services for, the person or persons, and also the Executive Office it is in, if applicable. Department of Mental Health Please describe the Please provide information about the type of personal or educational services you will provide. services you will Please do not Include the name of any individual who receives services. provide. I have an existing contract with DMH to conduct IFRAs and will also conduct MIPSB evaluations. What will you be IFRAs: $140/hour paid, or what other MIPSB: $2000 record review/$2500 full assessment financial interest will you have? Employee signature Com P.mD Date: 9/17/24 APPROVAL BY AGENCY YOU SERVE AS A STATE EMPLOYEE Name and title of appointing authority Nancy Connolly Assistant commissioner of forensic mental health services Office phone 617-626-8288 Office e-mail Nancy.connolly@mass.gov Signature by By signing here, I indicate that I have reviewed the facts that the state employee has appointing authority disclosed above and approve the arrangement proposed by the state employee. Nancy Connolly, Psy Date: 9/17/24 APPROVAL BY AGENCY THAT MADE THE CONTRACT (IF DIFFERENT) Name and title of person giving approval at the state Nancy Connolly agency that made Assistant commissioner of forensic mental health services the contract Office phone Office e-mail Signature by person By signing here, I indicate that I have reviewed the facts that the state employee has giving approval disclosed above and approve the arrangement proposed by the state employee. Nancy Connolly, PsyD A Date: 9/17/24 Attach additional pages if necessary. File with: State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Form revised February, 2012"}, "038ea0c59be14c8f0f5055b3ad8c24178a24fc256e8c8e008adbee692bd95994": {"id": "038ea0c59be14c8f0f5055b3ad8c24178a24fc256e8c8e008adbee692bd95994", "filename": "2013/DesleyDavid3.pdf", "year": 2013, "name": "David Desley", "title": "", "agency": "", "content": "DISCLOSURE OF ELECTION OR APPOINTMENT TO AN UNCOMPENSATED POSITION AS REQUIRED BY 930 CMR 6.02(3) STATE RECEIVEDMISSION IDENTIFYING INFORMATION Name: David Desley 2013 JUL 16 AM11:58 Your phone: 508-415-0795 Your e-mail: David.Desley@state.ma.us STATE: I already have a job with a state agency or another direct or indirect financial interest in a contract made by a state agency, and I will begin serving in an uncompensated position with the same state agency or another state agency. Write an X COUNTY: I already have a job with a county agency or another direct or indirect beside one financial interest in a contract made by a county agency, and I will begin serving in statement. an uncompensated position with the same county agency or another agency of the same county. MUNICIPAL: I already have a job with a municipal agency or another direct or indirect financial interest in a contract made by a municipal agency, and I will begin serving in an uncompensated position with the same municipal agency or another agency of the same city or town. The uncompensated position will be: Check one. Elected or Non-elected FINANCIAL INTEREST I ALREADY HAVE IN A PUBLIC AGENCY CONTRACT Do you already have I HAVE THE CONTRACT. the contract with a public agency, or I work for a public agency for compensation. does another person or entity have the A contract that I have with a state public agency (e.g., a grant) funds my work; contract? I have a contract for goods, supplies or equipment, etc., with a public agency. Write an X I have another type of contract with a public agency. beside the appropriate OR statement. ANOTHER PERSON OR ENTITY HAS THE CONTRACT. I work for a person or entity (e.g., a business, non-profit or organization), and my work is funded by a contract between the person or entity and a public agency. I have an ownership interest in a private entity (e.g, a business or non-profit), and the entity receives funds because of a contract with a public agency. I have an ownership interest in a private entity (e.g., a business or non-profit), and the entity has a contract for goods, supplies or equipment, etc. with a public agency. A public agency has a contract or transaction with a private person or entity, and I have a financial stake in the contract or transaction. CONTRACT BETWEEN A PUBLIC AGENCY AND YOU Fill out this part of the form if the public contract is with you. Name and address of the state, county or municipal agency that made the contract. What is the contract E.g., Is it a contract for your services or for goods, supplies or equipment or something else? for? What is your Please include a dollar amount, if possible. financial interest in the public agency contract? Please include both financial advantages and obligations. CONTRACT BETWEEN A PUBLIC AGENCY AND ANOTHER PERSON OR ENTITY Fill out this part of the form if the contract is with another person or an entity. Name and address of the state, county or municipal agency that made the contract. Please provide the name and address of the person or entity that has the contract. What relationship do E.g., are you an owner, partner or employee of a company that signed the contract? Or of a you have with the subcontractor to such a company? person or entity that has the public contract? What is the contract E.g., Is it a contract for services or for goods, supplies or equipment or something else? for? What is your Please explain the financial interest and include a dollar amount if you know it. financial interest in the public agency contract? Please include both financial advantages and obligations. UNCOMPENSATED PUBLIC POSITION Name and address Mass Div of Fish & Wildlife of the public agency 1 Rabbit Hill Rd where you will have Westboro, MA 01581 an uncompensated Tel. 508-389-6300 position. What is the Instructor - Bow Hunter Safety Class at Bass Pro Foxboro, MA 7/20/13 uncompensated position? Who elected or appointed you to the Todd Olanyk, Susan Langlois position? Employee signature: David Desly Date: 7-15-13 Attach additional pages if necessary. IF you already had a compensated public position, file this disclosure with your appointing authority for that position. OTHERWISE, IF you are reporting an uncompensated position with the state or a county, file this disclosure with the State Ethics Commission. If you are reporting an uncompensated position with a city or town, file this disclosure with the city or town clerk. Form revised February, 2012"}, "03a5ee61d367071787d3a087051546416e2b96521fe858bd20924afd7b4962d4": {"id": "03a5ee61d367071787d3a087051546416e2b96521fe858bd20924afd7b4962d4", "filename": "2023/Pospisil_Tanya_4.18.23_CMR_6.07.pdf", "year": 2023, "name": "Tanya Pospisil", "title": "", "agency": "Tewksbury Hospital Department of Public Health", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SOCIAL SERVICES RECEIVED PURSUANT TO 930 CMR 6.07 STATE ETHICS COMMISS STATE EMPLOYEE INFORMATION 2023 APR 18 PM Name of state employee: Tanya Pospisil Title/ Position: Director of Psychology medical Services Tewksbury Hospital Agency/Department: Tewksbury Hospital Department of Public Health Agency Address: 365 East Street Tewksbury mA 01876 Office phone: 978-851-7321 2233 Office e-mail tanya.pospisil@mass.gou I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or - To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. Executive office of Health and Human Services Department of Developmental Services 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. Please identify the state agency that funds the provider or organization, and also the Executive Office it is in, if applicable. 3) Service to a person or persons I will provide personal services directly to a person or persons who receive services from, or have services paid for by, a state agency listed above. Please identify the state agency that provides services to, or pays for services for, the person or persons, and also the Executive Office it is in, if applicable. Please describe the Please provide information about the type of personal or educational services you will provide. services you will Please do not include the name of any individual who receives services. provide. The Department of Developmental Services (DDS) is Seeking psychologists to review DDS eligibility packets received from families /individuals interested in becoming eligible for DDS services. What will you be Please include a dollar amount, if possible. paid, or what other financial interest will Hourly rate of $81.00 you have? Employee signature } Tanya Pospisil PhD. Date: 4/3/2023 APPROVAL BY AGENCY YOU SERVE AS A STATE EMPLOYEE Name and title of appointing authority Ridnad M, CMO Office phone 978-851-7321 X 1992450 Office e-mail Signature by By signing richardh.me@gmail.gov here, I indicate that have reviewed the facts that the state employee has appointing authority disclosed above and approve the arrangement proposed by the state employee. h Date: 4/5/23 APPROVAL BY AGENCY THAT MADE THE CONTRACT (IF DIFFERENT) Name and title of person giving DDS Northeast Region birector of Ashley Boyd Fermin approval at the state agency that made Clinical services the contract Office phone 351-426-0173 Office e-mail ashley.boydfermin@mass.gov Signature by person By signing here, I indicate that I have reviewed the facts that the state employee has giving approval disclosed above and approve the arrangement proposed by the state employee. ashey mBord Fen Date: 41712003 Attach additional pages if necessary. File with: State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Form revised February, 2012"}, "03acb770a658216a61a52cb1d71d12873002144df920996e953f1f7974935c4f": {"id": "03acb770a658216a61a52cb1d71d12873002144df920996e953f1f7974935c4f", "filename": "2017/Cahill,_Daniel_4.24.17_-_6A.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public official: Daniel F Cahill Public official State Representative position: Public office State House, Room 527A address: Office Phone: 617-722-2020 Office E-mail: Daniel.Cahill@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN I intend to discuss, vote on, and otherwise participate in the development, debate and Official action enactment of the Fiscal Year 2018 General Appropriations Act. There are two floor to be taken: amendments to House 3600, the House Committee on Ways and Means' budget proposal, pending before the House of Representatives; which would impact certain benefits offered through the Group Insurance Commission. One would cap out of pocket health care expenses, and one would increase life insurance benefits. I anticipate that similar proposals may be made over the course of budget deliberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I am an active state employee who receives health insurance and life insurance through the Group Insurance Commission. Therefore, if enacted, these proposals may impact my insurance costs and benefits. Public official's signature: DPR CCC Date: 4/27/17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "03ae2befc73df6252c90faf14061ed0f02abc444166cfe31ff7ebfe6fa8ef631": {"id": "03ae2befc73df6252c90faf14061ed0f02abc444166cfe31ff7ebfe6fa8ef631", "filename": "2014/WongDonald6A.pdf", "year": 2014, "name": "", "title": "", "agency": "", "content": "The Commonwealth of Massachusetts House of Representatives State House, Boston 02133-1054 June 11, 2014 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I am writing to you to disclose that I am a part-owner of Kowloon Restaurant in Saugus. Today, the House is considering legislation relative to economic development. Among the amendments under consideration is a proposal to create a meals tax holiday. If adopted, this would arguably have an effect on my financial interests which is different from the effect on the general public. I anticipate that in this and future legislative sessions that similar meals tax holidays will be proposed. I make this disclosure pursuant to G.L. C. 268A, S. 6A and consider it public in nature. Sincerely yours, DONALD H. WONG State Representative"}, "03b21d148249992656dff03da06d8879fca7df2a1fe119aa12e7994c4a140476": {"id": "03b21d148249992656dff03da06d8879fca7df2a1fe119aa12e7994c4a140476", "filename": "2013/ChandlerHarriett.pdf", "year": 2013, "name": "HARRICHE L.Chandler", "title": "", "agency": "ITASSACHUSEITS LEGISLATURE", "content": "RECONCILIATION STATEMENT RECEIVED AS REQUIRED BY 930 CMR 5.08(2)(d)3 STATE ETHICS COMMISSION PUBLIC EMPLOYEE INFORMATION 2013 JAN 25 AM11:1 13 Name of employee: HARRICHE L.Chandler Title/ Position State Senator FIRST WORCESTER DISTRICT Agency/ Department ITASSACHUSEITS LEGISLATURE Agency address: STATE HOUSE BOSTON, MA 02133 Office Phone: 617-722-1544 Office E-mail: HARRICHe.CHANDLER@MASENATE.COM I previously filed a disclosure explaining that I accepted reimbursement, waiver or payment by a non-public entity (but not a lobbyist) of travel expenses related to an activity or speaking engagement that served a legitimate public purpose. I am filing this Reconciliation Statement because the actual amount of the travel expenses differed by more than $50 from the amount I originally disclosed. I HAVE ATTACHED A COPY OF MY PREVIOUS DISCLOSURE. No 1440185 Original ADDITIONAL EXPENSES - the Additional Addit MASSO. Date of activity or speaking Dec 7-14,2012 engagement: Reason that the actual amount differs from the previously Did not have cost details at time disclosed amount by $50 or more: of trip, so no amounts were included. PLEASE INCLUDE DETAILED INFORMATION ONLY ABOUT AMOUNTS THAT DIFFER FROM THE AMOUNTS ORIGINALLY DISCLOSED. Previously disclosed amount Actual amount Transportation: ) $5,830.00 Lodging: $1,200.00 Meals: 1 $ 600.00 Admission: 1 $ 100.00 Other (please list): 1 Total: $7,730.00 Employee signature Harretter. Chandler Date 1/24/13 Attach additional pages if necessary. Non-elected public employees - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the Senate or House Clerk or the State Ethics Commission. Elected municipal employee - file with the city or town clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012"}, "03b339233bb781cb881721c56e1eb43aa94bf6bfd57c9e5304e200711980e004": {"id": "03b339233bb781cb881721c56e1eb43aa94bf6bfd57c9e5304e200711980e004", "filename": "2022/Schletzbaum_Lisa_1.19.2022.pdf", "year": 2022, "name": "Lisa Schletzbaum", "title": "", "agency": "MassDOT Highway Division", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6 STATE ETHICS RECEIVED COMMISSION STATE EMPLOYEE INFORMATION Name: Lisa Schletzbaum 2022 JAN 19 AM #: 33 Title or Position: Assistant State Traffic Engineer State Agency: MassDOT Highway Division Agency Address: 10 Park Plaza, 7\u1d57\u02b0 Floor, Boston, MA 02116 Office Phone: 857-368-9634 Office E-mail: Lisa.schletzbaum@dot.state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other As an employee of the Traffic and Safety Engineering Section, I was asked to serve as a proceeding, application, member of the selection committee to select the Design/Build Team for the MassDOT submission, request for a ruling or other Project - Charlton-Oxford Route 20 Roadway Reconstruction (approximately $81 million) determination, contract, to redesign and reconstruct the corridor of Route 20 in Charlton and Oxford. claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required participation in the particular matter: Review Project Team RFP/Q, evaluate and score the proposals. If needed, conduct interviews with the proposing project teams, evaluate and score the interviews. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest I own <1% of publicly traded stock in Tetra Tech, a company who may be a member in one of the in the matter DB teams. Employee signature: Date: December 8, 2021 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Carrie Lavallee, P.E. Authority: Title or Position: Chief Engineer Agency/Department: MassDOT Highway Division Agency Address: 10 Park Plaza, Boston, MA 02116 Office Phone: 617-366-6232 Office E-mail Carrie.Lavallee@dot.state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. I am assigning the particular matter to another employee, or Write an X by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Cause Jarallee Date: 12/29/2021 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "03d981143e67dbd255851b94599acccec16f12634e006281d30bdb455d70e97d": {"id": "03d981143e67dbd255851b94599acccec16f12634e006281d30bdb455d70e97d", "filename": "2013/SannicandroThomas.pdf", "year": 2013, "name": "", "title": "", "agency": "", "content": "The Commonwealth of ENSE PETIT HOUSE OF REPRESENTATIVES COMMISSION STATE HOUSE, ROOM 472, BOSTON 24 AM11:34 TOM SANNICANDRO Chair STATE REPRESENTATIVE Joint Committee on 7TH MIDDLESEX DISTRICT Higher Education ASHLAND FRAMINGHAM TEL. (617) 722-2013 FAX (617) 722-2239 Tom.Sannicandro@MAhouse.gov January 23, 2013 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I am writing to you to disclose that I am participating in a doctoral program at Brandeis University and that I receive full tuition from the Lurie Institute at the University and a stipend from the University. I anticipate that in this session and in future sessions of the General Court that legislation relative to private institutions of higher education may be considered. This letter is written pursuant to G.L. c. 268A \u00a7 23(b)(3) and is considered public in nature. Sincerely yours, x THOMAS SANNICANDRO State Representative cc: House Clerk"}, "03fb834326f3886d9856d78f9c499d343b492f36272ec18d6b50d03ef3ef7e97": {"id": "03fb834326f3886d9856d78f9c499d343b492f36272ec18d6b50d03ef3ef7e97", "filename": "2015/Kennedy,_Ellen_(5).pdf", "year": 2015, "name": "Ellen Kennedy", "title": "", "agency": "Berkshire Community College", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L.c. 268A 8.6 RECEIVED TATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Ellen Kennedy 2015 OCT 19 PM 3:51 Title or Position: President State Agency: Berkshire Community College Agency Address: 1350 West Street, Pittsfield, MA 01201 Office Phone: 413-236-1003 Office E-mail: ekennedy@berkshirecc.edu My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other I serve as President of Berkshire Community College. As part of my service to the proceeding, application, community, I serve on the board of Berkshire Health Systems. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: Berkshire Community College has a collaborative relationship with Berkshire Health E.g., approval, Systems which at times may involve a financial decision affecting the College. To the disapproval, decision, extent possible, as President I will recuse myself from any decision affecting this recommendation, organization. rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter Employee signature: Cou Sking Date: Oct 6,2017 Oct 2017 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Berkshire Community College Board of Trustees Authority: Title or Position: Board Vice Chair Agency/Department: Berkshire Community College Agency Address: 1350 West Street, Pittsfield, MA 01201 Office Phone: (413) 443-5951 Office E-mail paul.j.caccaviello@state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Pen Cau H Date: 10/6/15 Comment: Attach additional pages if necessary. File ccpy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "03fd638d08142f009e8aa5e92ee48fe4baed71f9b233fc04031590cceb3616db": {"id": "03fd638d08142f009e8aa5e92ee48fe4baed71f9b233fc04031590cceb3616db", "filename": "2018/McLaughlin,_Debra_8.8.18_-_7(b).pdf", "year": 2018, "name": "DebRA L. MELaughlin", "title": "", "agency": "Franklin County Sheriffs Department", "content": "RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY PM 12: 07 AS REQUIRED BY G. L. c. 268A, \u00a7 7(b) STATE EMPLOYEE INFORMATION Name of state employee: DebRA L. MELaughlin Title/ Position Cookdinator, Opioid Task Fence Q Franklin If you employee because a state agency has contracted with your company or County are a state if the North Quabbin Region Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Franklin County Sheriffs Department Agency Address 43 Hope Street, Room 1705 GReenfield, MA 01301 Office phone: 413-772-9258 Office e-mail: debimc@opinidtaskforace.oreg Check one: Elected or Non-elected Starting date as a state employee. 2-13-17 ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee. other than a state Senator or a state Representative. Select either STATEMENT #1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I was elected to my compensated state employee position. I will continue to have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: / had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I took a position as a non-elected state employee. I will continue to STATEMENT #2. have this financial interest in a state contract. Write an X My financial interest in a state contract is: beside your financial interest: A state agency has a contract with me, but not an employment contract. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. OR STATEMENT # 2: I will have a new financial interest in a contract made by a state agency. My financial interest in a state contract is: I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT Name and address of state agency that made the contract \"My State Agency\" is the state agency that I serve as a state employee. The \"contracting agency\" is the state agency that made the contract. Please put in an X My State Agency is not the contracting agency. to confirm these facts. My State Agency does not regulate the activities of the contracting agency. In my work for my State Agency, I do not participate in or have official responsibility for any of the activities of the contracting agency. The contract was made after public notice or through competitive bidding. ANSWER THE QUESTION IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND YOU. FILL IN - Please explain what the contract is for. THIS BOX (1) To maintain a website for coondinations OR THE BOX who work on after school prog runs in MA BELOW (2) TO participate in u) Lant fcuRuicalUm revers (3) To visit programs operating in schools or in non- instit agencies ANSWER THE QUESTIONS IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND ANOTHER PERSON OR ENTITY. FILL IN - Please identify the person or entity that has the contract with the state agency. - What is your relationship to the person or entity? THIS BOX - What is the contract for? OR THE BOX ABOVE NA"}, "041160025cc144bf0c5ab7fa2403c5d1924f8745cf8d133bf05b9f6beaf3e1f3": {"id": "041160025cc144bf0c5ab7fa2403c5d1924f8745cf8d133bf05b9f6beaf3e1f3", "filename": "2018/Kohn,_Amanda_5.7.18_-_7(d).pdf", "year": 2018, "name": "Amanda Kohn", "title": "", "agency": "", "content": "DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT RECEIVED AS REQUIRED BY G. L. c. 268A, \u00a7 7(d) STATE ETHICS COMMISSION SPECIAL STATE EMPLOYEE INFORMATION 2018 MAY 7 AM11:33 Name of special state employee: Amanda Kohn I am a special state employee because: Put an X beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Intern If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Tuffs University, 136 Harrison Ave, Boston MA 02111 State Agency/ This is \"my State Agency.\" Department: Office of Senator Jason Lewis Agency Address: State House, Room 511B Boston, MA 02133 Office phone: 617-722-1206 Office e-mail: Check one: Elected or Non-elected Starting date as a special state 4/11/2018 employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. Select either STATEMENT #1 or STATEMENT #1: I had a financial interest in a contract made by a state agency before 1 was STATEMENT #2. elected to a compensated special state employee position. I will continue to have this financial interest in a state contract. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: Write an X A compensated, non-elected position with a state agency. by your financial interest. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. BOX #2 NON-ELECTED SPECIAL STATE EMPLOYEE I am a non-elected special state employee (compensated or uncompensated). STATEMENT #1: I had a financial interest in a contract made by a state agency, other than an Select either employment contract, before I took a non-elected, compensated special state employee STATEMENT #1 or position. I will continue to have this financial interest in a state contract. STATEMENT #2. My financial interest in a contract made by a state agency is: A contract between a state agency and myself, but not an employment contract. Write an X by your financial A financial benefit or obligation because of a contract that a state agency has with another interest. person or with a company or organization. OR STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT This is the \"contracting agency.\" Name and address of state agency that Children's Family Trust made the contract Write an X to confirm In my work as a special state employee for my State Agency, I do not participate in or have this statement. official responsibility for any of the activities of the contracting agency. ANSWER THE QUESTION IN THIS BOX FILL IN IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND YOU. THIS BOX OR - Please explain what the contract is for, THE NEXT BOX ANSWER THE QUESTIONS IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND ANOTHER PERSON OR ENTITY - Please identify the person or entity that has the contract with the state agency. - What is your relationship to the person or entity? - What is the contract for? Tufts University, Rebecca Fauth and Thomas Stopka are the leads I am employed as a research assistant by Tufts University and my supervisor is Thomas Stopka. The contract is to do research on child maltreatment rates in MA and services provided by Children's Trust Family Centers What is your"}, "04136cc604c0414842f93391d383f9b0eeb242ec4e003cf2d6114f62e35dc431": {"id": "04136cc604c0414842f93391d383f9b0eeb242ec4e003cf2d6114f62e35dc431", "filename": "2013/CandarasGale5.16.13.pdf", "year": 2013, "name": "Gale D. Candaras", "title": "", "agency": "Massachusetts State Senate", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. STA TE RECEIVEDMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2013 MAY 16 PM 1:48 public employee: Gale D. Candaras Title/ Position State Senator, First Hampden and Hampshire District Chair of the Joint Committee on Economic Development & Emerging Technologies Agency/ Department Massachusetts State Senate Agency address: State House, Rm. 309 Boston, MA 02133 Office phone: 617-722-1291 Office e-mail: Gale.Candaras@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for To be part of a delegation from Massachusetts of public servants, economic traveling. development and redevelopment experts and women in real estate who will participate in a conference and tour of Hamburg, Germany. Describe your participation in the To participate in tours of districts, landmarks, exhibitions and energy facilities, activity. including IBA Hamburg projects. To attend receptions, panels and lectures facilitated by various academic and government officials, including the U.S. Consulate General and Hamburg development officials. Date, time and location of activity. June 18th - June 22nd 2013, Hamburg, Germany Please explain how the To learn through tours and lectures, Hamburg's best practices on sustainable activity will promote the interests of the building and green economies in order to share information with colleagues in Commonwealth, a county the legislature and the administration when the legislature and the or a municipality. administration consider legislation and capital projects with similar goals and objectives. As well as, when the Commonwealth considers the establishment of public private partnerships consistent with these ideas. TRAVEL EXPENSES Identify the person or organization that The trip is fully-funded through grants from the Barr Foundation and the offered to reimburse, waive or pay your Boston Foundation. The trip has been organized by NEWiRE, New England travel expenses. Women in Real Estate. Address of person or organization. Trip organizer is Donna Denio, Learning Exchange Organizing Committee for NEWiRE 29 Berkeley Street Boston, MA 02116 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Air - $1480, Ground Transportation - $307 Overnight accommodations. Lodging: $1006 Breakfast, lunch, dinner, special events. Meals: $201 Registration, admission, tickets, etc Admission: Conference and Tour Registrations with English-Speaking Guides - $302 Refreshment, instruction, materials, entertainment, etc. Other (please list): Meeting Room Charges - $307, Delegation Books - $118, Project Administration- $296, Contingency - $148 Total: $4165 Write an X beside any I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county check off or a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: gale BCandaras Date: may 15, 2013 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012 NEWiRE new england women in real estate CELEBRATING WOMEN IN COMMERCIAL REAL ESTATE SINCE 1982 Senator Gale D. Candara May 1, 2013 Massachusetts State House Room 309 Boston, MA 01095 BOARD OF DIRECTORS Dear Senator Candara, Holly 1.. Nelson We cordially invite you to join other Boston-area leaders in a mission to Hamburg, Germany to Bank of America Merrill Lynch President learn about effective strategies for urban renewal and energy-efficient, affordable housing design. Our delegation will exchange ideas, participate in 'Build the City Anew' Conference Gayle A. Bourdeau Stewart Title Guaranty Company and tour sustainable urban districts from June 18 to June 23, 2013. Members of our delegation President Elect will present lessons learned at the Smart Growth Conference in Fall 2013, and will continue to Janet Pirrello support each other in implementing approaches inspired by the IBA demonstration projects BayNorth Capital. LIC Immediate Past President that make sense for Massachusetts. Claudia Piper Webster Bank We have planned the delegation to assemble a balanced group of senior women leaders, Treasurer representing key stakeholders in the urban development process in both the public and Deborah 1. Goddard, Esq. private sector. By travelling and learning together, we can bring back ideas and information Massachusetts Department of Housing & Community Development that will apply to evolving policies and practices in Massachusetts and beyond. Members of Clerk the delegation include Deb Hall from the Department of Housing and Urban Development; Deborah K. Bayha Jennifer Marrapese, Executive Director of the North East Renewable Energy Association, Marty Fidelity National Title Insurance Company Jones, CEO of Mass Development, architects, urban planners and leaders concerned with Robyn Duffy Jamestown Properties economic development and renewable energy. Our delegation has received funding from the Sarah B. Lagosh Barr Foundation and the Boston Foundation to fully support participation by public sector Fastdil Secured, LLC leaders. If you are able to participate, your trip would be fully funded. Jodi Dakin Loughlin Keller Augusta Partners Through IBA, Hamburg has set ambitious goals for climate neutrality in a redevelopment Nancy A. McCafferty district that currently serves 50,000 people and has plans to grow to 75,000 people in the Massachusetts Housing Partnership coming decades. IBA features over 30 individual projects which incorporate energy efficiency Angela Parziale, CPA, MST efforts in all building types: affordable and market-rate housing, commercial, industrial and Walter & Shuffain, P.C. transportation; high standards for new construction; and plans for renewable sources for Susan R. Shelby, FSMPS. CPSM Rhino Public Relations electricity and thermal energy. Initiatives include public and private sector partnerships and encompass requirements and incentives. In June 2013, the time of our visit, core renewable energy installations and numerous demonstration buildings will be open for tours. CREW DELEGATES Holly 1., Nelson Bank of America Merrill Lynch We very much hope that you can join us on this informative Learning Exchange. If you have any questions or comments, please feel free to contact Kim Vermeer at 617-939-0717 or Barbara A. Trachtenberg DLA Piper LLP (US) Donna Denio at 781-910-1921. Sincerely, Dona D Denio Donna S. Denio Learning Exchange Organizing Committee CREW 229 BERKELEY STREET BOSTON, MA 02116 NEWIRE.ORG (617) 247-2346 (617) 267-7612 FAX NETWORK"}, "041478ff9cc296b41edef1ad61530a241c5db39f8ce9aa53a8eb8555090360dc": {"id": "041478ff9cc296b41edef1ad61530a241c5db39f8ce9aa53a8eb8555090360dc", "filename": "2015/GregorieDanielle.pdf", "year": 2015, "name": "", "title": "", "agency": "", "content": "April 27, 2015 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I write to disclose that I am an active state employee who receives or could receive health insurance through the Group Insurance Commission. Pending before the House of Representatives are two floor amendments relative to the FY'2016 budget: Amendment 403 has the effect of setting a 25% contribution rate for health insurance coverage for all active state employees. Amendment 903 has the effect of setting a 20% contribution rate for health insurance coverage for all active state employees. If adopted, changes to the contribution rates for state employees may have an effect on my personal financial interests which is different from the effect on the general public. I make this disclosure pursuant to G.L. c. 268A \u00a7 6A and consider it public in nature. Sincerely yours, W Mregoire State Representative"}, "04407456c90552811d0717dc8dd84ad3486b0b1b1fb60648ee5bc604999ff4f4": {"id": "04407456c90552811d0717dc8dd84ad3486b0b1b1fb60648ee5bc604999ff4f4", "filename": "2016/Dallman,_Emily_section_6_disclosure_2016-03-11.pdf", "year": 2016, "name": "Emily J. Dallman", "title": "", "agency": "", "content": "NATE RESOURCES MASSACHUSETTS WATER RESOURCES AUTHORITY Charlestown Navy Yard 100 First Avenue, Building RECEIVED MASSACHUSETTS Boston, MA 02129 ETHICS COMMISSION 2016 MAR I I AM 9: 07 Frederick A. Laskey Executive Director Telephone: (617) 242-6000 Fax: (617) 788-4899 TTY: (617) 788-4971 March 8, 2016 Karen I. Nober, Executive Director State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Re: G.L. c. 268A, Section 6 Financial Interest Disclosures and Determinations - Potential Legislative Changes to MWRA Retirement Classifications Dear Ms. Nober: Enclosed please find copies of nine (9) G.L. c. 268A section 6 financial interest Disclosure forms and copies of nine (9) corresponding Determination forms for filing with the Commission. Several items of legislation now pending with the General Court, not sponsored by MWRA, propose changes to the retirement \"Group\" classification of certain MWRA employees whose duties may or may not be found to be comparable to other public employees whose duties involve arduous tasks or occasionally difficult work environments or conditions. As the matter of these items of legislation will likely be raised and discussed among MWRA Board members in the months ahead, a group of MWRA Operations, HR, Finance and Legal managers will be asked to apprise MWRA's Board of the impacts of the legislation, if enacted. While it is not expected that any of these managers would be within the categories of personnel proposed to be moved to a different retirement Group classification, the breadth of the language of some of the pending bills suggested that a section 6 financial disclosure was prudent. Kindly call the undersigned should you have any questions or concerns about these filings. Very truly yours, Steven A. Remsberg MWRA General Counsel Printed on 100% Recycled Paper DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIALINTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 2016 RECEIVED COMMISSION STATE EMPLOYEE INFORMATION Name: Emily J. Dallman MAR AM 9: 08 Title or Position: Manager, Benefits & HRIS State Agency: Massachusetts Water Resources Authority Agency Address: 100 First Avenue Charlestown Navy Yard Boston, Massachusetts 02129 Office Phone: (617) 788-4022 Office E-mail: emily.dallman@mwra.com My duties require me to participate in a particular matter, and 1 may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Consideration by the Massachusetts Water Resources Authority (\"MWRA\") Board of proceeding, application, Directors and senior managers about what position if any, will be adopted by MWRA with submission, request for a ruling or other respect to one or more items of pending legislation potentially transferring a large determination, contract, percentage of MWRA employees out of group I to another group which would increase the claim, controversy, retirement benefits payable to those retirees and would reduce the number of years of charge, accusation, active service necessary to qualify for an MWRA pension benefit. arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: Participation in discussions with MWRA staff and the MWRA Board of Directors and/or E.g., approval, rendering a recommendation concerning the particular matter described above. disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter As a member in service of the MWRA Retirement System, I or my surviving spouse or other beneficiaries may be eligible for the increases in benefits contemplated by the particular matter described above at some time in the future. Employee signature: Date: Emily f Dailman March 4, 2016 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Frederick A. Laskey Authority: Title or Position: Executive Director Agency/Department: Massachusetts Water Resources Authority Agency Address: 100 First Avenue, Charlestown Navy Yard, Boston, Massachusetts 02129 Office Phone: (617) 788-1101 Office E-mail fred.laskey@mwra.com DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: 21 20 $ 3-8-2016 Comment: Corresponds to Disclosure of Emily J. Dallman Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "04433dc8a4d7b06a6b83e58216dd5c994d062da92acb29c68cd5c2a557c16cb9": {"id": "04433dc8a4d7b06a6b83e58216dd5c994d062da92acb29c68cd5c2a557c16cb9", "filename": "2024/Graceffa_Justin_5.13.2024_-_6.pdf", "year": 2024, "name": "Justin Graceffa", "title": "", "agency": "Massachusetts Attorney General's Office", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: Justin Graceffa Title or Position: Vice Chair, Volunteer Member of Personal Care Attendant Quality Workforce Council State Agency: Personal Care Attendant Quality Workforce Council (the \"Council\") Agency Address: 1 Ashburton Place, 3rd Floor, Boston MA, Office Phone: Justin's Cell Phone (508)-631-0409 Office E-mail: Justin's Email: jfocused7@gmail.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, I have applied for work in a part-time contract role as a skills trainer for the 1199 Training and application, submission, request Upgrading Fund (TUF). for a ruling or other determination, contract, claim, controversy, charge, The trainer position would allow me to leverage my knowledge and experience as a person with accusation, arrest, decision, disabilities to provide skill training to personal care attendants, including a focus on consumer- determination, or finding. direction and the importance of being sensitive to the unique personal support needs of each person with disabilities receiving self-directed care. The Personal Care Attendant Quality Work Force Council has a Training contract with TUF the funding of which is supported by our collective bargaining agreement with the 1199 SEIU. We are not currently engaged in bargaining and will not be until 2026. If I am offered the opportunity to be a trainer, I would like to accept the job without relinquishing my role on the Council. Your required participation in Please describe the task you are required to perform with respect to the particular matter. the particular matter: As a contracted part-time skills trainer, I would provide skill training to personal care attendants; E.g., approval, disapproval, decision, including a focus on consumer-direction and the importance of being sensitive to the unique recommendation, rendering advice, personal support needs of each person with disabilities receiving self-directed care. investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter The work is per diem and the rate is approximately $43 per hour. I would work as a skill trainer anywhere between 0 to 20 hours per week. The Council has a contract in place with TUF to provide training. I would be one of many skills trainers hired by TUF to provide this service. Employee signature: Date: 5/8/2024 Justin Graceffa DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Andrea Campbell Title or Position: Massachusetts Attorney General Agency/Department: Massachusetts Attorney General's Office Agency Address: One Ashburton Place, 20th Floor, Boston, MA 02108 Office Phone: 617-963-2583 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or _X I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: 8m fmala Date: 5/13/2024 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "0443f6e129608776a202bddaf1d01feed704d8a98b7b5ed9728196b7088027d2": {"id": "0443f6e129608776a202bddaf1d01feed704d8a98b7b5ed9728196b7088027d2", "filename": "2017/Arciero,_James_4.24.17_-_6A.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN RECEIVED AS REQUIRED BY G. L. c. 268A, \u00a7 6A TE ETHICS COMMISSION PUBLIC OFFICIAL INFORMATION 2017 APR 24 PM 4: 36 Name of public James Arciero official: Public official State Representative position: Public office State House, Room 172 address: Office Phone: 617-722-2019 Office E-mail: James.arciero@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN I intend to discuss, vote on, and otherwise participate in the development, debate and Official action enactment of the Fiscal Year 2018 General Appropriations Act. There are two floor to be taken: amendments to House 3600, the House Committee on Ways and Means' budget proposal, pending before the House of Representatives; which would impact certain benefits offered through the Group Insurance Commission. One would cap out of pocket health care expenses, and one would increase life insurance benefits. I anticipate that similar proposals may be made over the course of budget deliberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I am an active state employee who receives health insurance and life insurance through the Group Insurance Commission. Therefore, if enacted, these proposals may impact my insurance costs and benefits. Public official's signature: of Q- Date: 4/24/17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "04463008c3ffdc3807e86cd6a6842969a85317c7c1abaefad35638debfc0975b": {"id": "04463008c3ffdc3807e86cd6a6842969a85317c7c1abaefad35638debfc0975b", "filename": "2022/Reustle_Eric_11.18.22_-_7(d).pdf", "year": 2022, "name": "Eric Reustle", "title": "", "agency": "", "content": "RECEIVED STATE ETHICS COMMISSION 2022 NOV 18 PM 4: 14 DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, \u00a7 7(d) SPECIAL STATE EMPLOYEE INFORMATION Name of special Eric Reustle state employee: I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Associate at Krokidas & Bluestein, representing state agencies listed on Attachment A. If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Krokidas & Bluestein, 600 Atlantic Avenue, Boston, MA 02210 State Agency/ This is \"my State Agency.\" Department: See Attachment A Agency Address: See Attachment A Office phone: 617-482-7211 Office e-mail: ereustle@kb-law.com Check one: Elected or Non-elected Starting date as a special state See Attachment A employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. N/A Select either STATEMENT #1 or STATEMENT #1: I had a financial interest in a contract made by a state agency before I was STATEMENT #2. elected to a compensated special state employee position. I will continue to have this financial interest in a state contract. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial Interest in a contract made by a state agency is: Write an A compensated, non-elected position with a state agency. by your financial interest. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. BOX #2 NON-ELECTED SPECIAL STATE EMPLOYEE I am a non-elected special state employee (compensated or uncompensated). STATEMENT #1: I had a financial interest in a contract made by a state agency, other than an Select either employment contract, before I took a non-elected, compensated special state employee STATEMENT #1 or position. I will continue to have this financial interest in a state contract. STATEMENT #2. My financial interest in a contract made by a state agency is: A contract between a state agency and myself, but not an employment contract. Write an by your financial A financial benefit or obligation because of a contract that a state agency has with another interest. person or with a company or organization. OR STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT This is the \"contracting agency.\" Name and address of state agency that See Attachment A and B made the contract Write an to confirm In my work as a special state employee for my State Agency, I do not participate in or have this statement. official responsibility for any of the activities of the contracting agency. ANSWER THE QUESTION IN THIS BOX FILL IN IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND YOU. THIS BOX OR - Please explain what the contract is for. THE NEXT BOX"}, "044f5be582e2a37aeac41edb6793ae73f0a4e4579141b18703ed9d4d6ba6aa9d": {"id": "044f5be582e2a37aeac41edb6793ae73f0a4e4579141b18703ed9d4d6ba6aa9d", "filename": "2019/Slattery,_Eve_Section_23b3_disclosure_2.11.19.pdf", "year": 2019, "name": "Eve Slattery", "title": "", "agency": "State Ethics Commission", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTERES AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) REDACTED PUBLIC EMPLOYEE INFORMATION Name of public employee: Eve Slattery Title or Position: General Counsel/Legal Div. Chief Agency/Department: State Ethics Commission Agency address: One Ashburton Place, Room 619, Boston, MA 02108 Office Phone: (617) 371-9509 Office E-mail: eve.slattery@mass.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before Selection and recruitment of new Assistant General Counsel. you for action or decision. What responsibility do you have for I am participating in the hiring process by reviewing resumes, participating in interviews, taking action or and making hiring recommendations. making a decision? Explain your relationship or One of the applicants, P is employed by Greater Boston Legal Services, affiliation to the where I serve as a member of the Board of Directors. person or organization. How do your official actions or decision My recommendation will influence the final decision on who is hired in this position. matter to the person or organization? Optional: Additional facts e.g., why there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, Taking into account the facts that I have disclosed above, I feel that I can perform you should my official duties objectively and fairly. recuse yourself. Employee signature: a Date: 2/11/19"}, "0454ad0670feb64419f65a01bd774cb47a14954a021b89da0cecd9c05bf576d2": {"id": "0454ad0670feb64419f65a01bd774cb47a14954a021b89da0cecd9c05bf576d2", "filename": "2017/Lombardo,_Marc_T._4.24.17_-_6A.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Marc T Lombardo official: Public official State Representative position: Public office State House, Room 443 address: Office Phone: 617-722-2460 Office E-mail; @mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN I intend to discuss, vote on, and otherwise participate in the development, debate and Official action enactment of the Fiscal Year 2018 General Appropriations Act. There are two floor to be taken: amendments to House 3600, the House Committee on Ways and Means' budget proposal, pending before the House of Representatives; which would impact certain benefits offered through the Group Insurance Commission. One would cap out of pocket health care expenses, and one would increase life insurance benefits. I anticipate that similar proposals may be made over the course of budget deliberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I am an active state employee who receives health insurance and life insurance through the Group Insurance Commission. Therefore, if enacted, these proposals may impact my insurance costs and benefits. Public official's signature: Date: April 24, 2017 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "045856b0556e75889523daca1042d70a770c80d9fa3f040c7eeb3d9bebc465b6": {"id": "045856b0556e75889523daca1042d70a770c80d9fa3f040c7eeb3d9bebc465b6", "filename": "2014/Bogar.pdf", "year": 2014, "name": "Lydia M. Bogar", "title": "", "agency": "Department of Fire Services", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE ETHICS RECEIVED COMMISSION STATE EMPLOYEE INFORMATION Name: Lydia M. Bogar 2814 FEB 24 AM11:03 Title or Position: Administrative Assistant for Licensing, Division of Fire Safety State Agency: Department of Fire Services Agency Address: One State Road, PO Box 1025, Stow MA 01775 Office Phone: 978-567-3700 Office E-mail: Lydia.Bogar@state.ma.us My duties require me to participate (process license and permit renewals) according to DFS protocol for the pyrotechnics industry, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter It is my intention to retire from the Department of Fire Services within the next 90 days. I have been E.g., a judicial or other approached by a licensed pyrotechnics company to work part time for them following my retirement. proceeding, application, They work in states other than Massachusetts, and that is the work where I would begin my submission, request for a ruling or other employment as it is not familiar to me (state regulations vary on the state and municipal level within the six New England states.) determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required My administerial duties include the processing of new and renewal FW and SE licenses, which participation in the include criminal background checks on these persons, as well as company licenses which include particular matter: bond, insurance and ATF renewals. During the summer months, it would also include processing locally approved permits for FW and SE displays in Massachusetts. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. _X_ I am negotiating for future employment with Ocean State Pyrotechnics of Hope Valley RI. Financial interest Potential salary, yet to be discussed, with Ocean State Pyrotechnics. in the matter Employee signature DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Stephen D. Coan Title or Position: State Fire Marshal Agency/Department: Department of Fire Services Agency Address: PO BOX 1025, State Rd. Stow, MA 01775 Office Phone: 978-567-3111 Office E-mail Stephen.Coan@state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Sto Can Date: 2/19/14 Comment: of lucenses permits, lounds or background All Administrative duties regarding processing checks for OCEAN State PyRotechnics or their Employeespending Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 MAIORRO \u0424\u0418\u041f\u0418\u0422\u041e\u0420\u042f\u0410 YB \u0418\u041e\u0413\u0410\u0418\u041c\u042f\u041d\u0422\u0412\u041e OPTIONAL 07 Thank arrio AM were SED EVE"}, "04617eeb5bf56dff0dcbc8bb5f33ecf2d1e1c073dc1c9f0c39fb2c12fe94102a": {"id": "04617eeb5bf56dff0dcbc8bb5f33ecf2d1e1c073dc1c9f0c39fb2c12fe94102a", "filename": "2016/Rogers,_Michael_section_6_disclosure_11.28.16.pdf", "year": 2016, "name": "Michael T. Rogers", "title": "", "agency": "Department of Correction", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITRECEIVED AS REQUIRED BY G. L. c. 268A, \u00a76 STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2016 NOV 28 AM 9:44 Name: Michael T. Rogers Title or Position: CO III - Lieutenant State Agency: Department of Correction Agency Address: MCI -Plymouth, P.O. Box 207, South Carver, MA 02324 Office Phone: 508-291-2441 X0 Office E-mail: My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other My duties as a Lieutenant for the Department of Correction at MCI-Plymouth, require me to act as proceeding, application, Shift Commander of the 4pm to 12am shift. My wife is also assigned at MCI- Plymouth and works submission, request the 8am to 4pm shift. Occasionally, my wife will swap a shift or work overtime on the 4pm to 12am for a ruling or other shift. As I may occasionally work overtime on the 8x4 shift. determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As a Shift Commander, the task at hand would be the supervision of my wife, if she were to work the 4pm to 12am shift or if I were to work the 8x4 shift. At no time, have I used my position to show E.g., approval, favor or bias towards my wife. When assigning posts for the shift, I do so based on seniority. In the disapproval, decision, recommendation, past when she has worked the 4pm to 12am shift she was assigned the post of visits, which is the rendering advice, least desirable post to work. investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter There is no financial interest in the matter. The overtime is hired by a rotating list, Employee signature: Date: 11-7-16 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Thomas A. Turco, III Title or Position: Commissioner Agency/Department: Department of Correction Agency Address: 50 Maple Street Milford, MA 01757 Office Phone: 508-422-3330 Office E-mail Thomas.Turco@MassMail.State.MA.US DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial Interest Identified above by a state employee. I am assigning the particular matter to another employee, or Write an X by your, selection. I am assuming responsibility for the particular matter, or X I have determined that the financial interest is not so substantial as to be deemed likely to Affect the integrity of the services which Commonwealth may expect from the employee. Appointing Authority signature: Thomas Date: Lt. Rogers 11/14/16 does not approve swaps for his spouse. The swap agreement Itself states In Paragraph 5: \"Swap Slips must be Comment: signed by the shift commander. If two (2) swaps are affected, the signature of the shift commander on each shift Is required.\" The approval for Sgt. Rogers to swap onto the shift for which Lt. Rogers Is the shift commander comes from her own shift commander; there Is not a situation In which Lt. Rogers can choose among pending swap requests to ensure that his wife receives a swap In preference to others. Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "04805420aff10d69dac87b151205bf1a85dd97f8e1b3782128966dbd81ceb57d": {"id": "04805420aff10d69dac87b151205bf1a85dd97f8e1b3782128966dbd81ceb57d", "filename": "2021/Cumberland,_Cassandra_9.15.2021_-_7(d).pdf", "year": 2021, "name": "2021", "title": "", "agency": "", "content": "DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, \u00a7 7(d) RECEIVED STATE ETHICS COMMISSION SPECIAL STATE EMPLOYEE INFORMATION Name of special Cassandra Cumberlander 2021 SEP 15 PM12:52 state employee: I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Trustee If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. State Agency/ This is \"my State Agency.\" Department: Neighborhood House Charter School Agency Address: 21 Queen Street, Dorchester, MA 02122 (grades K1-7) 197 Centre Street, Dorchester, MA 02124 (grades 8-10) Office phone: 617-825-0703 Office e-mail: cassandra.cumberlander@gmail.com Check one: Elected or Non-elected Starting date as a June 15, 2016 special state employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. Select either STATEMENT #1: I had a financial interest in a contract made by a state agency before I was STATEMENT #1 or elected to a compensated special state employee position. I will continue to have this financial STATEMENT #2. interest in a state contract. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: Write an X A compensated, non-elected position with a state agency. by your financial A contract between a state agency and myself. interest. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. BOX #2 NON-ELECTED SPECIAL STATE EMPLOYEE I am a non-elected special state employee (compensated or uncompensated). Select either STATEMENT #1: I had a financial interest in a contract made by a state agency, other than an employment contract, before I took a non-elected, compensated special state employee STATEMENT #1 or position. I will continue to have this financial interest in a state contract. STATEMENT #2. My financial interest in a contract made by a state agency is: A contract between a state agency and myself, but not an employment contract. Write an X by your financial A financial benefit or obligation because of a contract that a state agency has with another interest. person or with a company or organization. OR STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT This is the \"contracting agency.\" Name and address of state agency that Bridge Boston Charter School made the contract 435 Warren Street Roxbury, MA 02119 Write an X to confirm In my work as a special state employee for my State Agency, 1 do not participate in or have this statement. official responsibility for any of the activities of the contracting agency. ANSWER THE QUESTION IN THIS BOX FILL IN IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND YOU. THIS BOX OR - I am the full time IT Manager at Bridge Boston Charter School. THE NEXT BOX ANSWER THE QUESTIONS IN THIS BOX"}, "0483db1ad876c7d1242bb788eef78276b41d74bbe996f6b3fe041061a078b389": {"id": "0483db1ad876c7d1242bb788eef78276b41d74bbe996f6b3fe041061a078b389", "filename": "2017/LaRosa,_Thomas_section_6_disclosure_4.24.17.pdf", "year": 2017, "name": "Thomas J. LaRosa", "title": "", "agency": "Department of Conservation and Recreation", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY THICS ED t COMMISSION AS REQUIRED BY G. L. C. 268A, \u00a7 6 2017 Zull ADD 28 AM 9:59 STATE EMPLOYEE INFORMATION Name: Thomas J. LaRosa Title or Position: Acting General Counsel State Agency: Department of Conservation and Recreation Agency Address: 251 Causeway Street, Suite 600, Boston MA Office Phone: 617-626-4994 Office E-mail: Thomas.LaRosa@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Algonquin Gas Transmission, LLC (Algonquin) will be undertaking work on its system that is located proceeding, application, partially within DCR land,; and a portion of the system will be relocated on DCR land. DCR and submission, request Algonquin plan to enter into an agreement, which will include addressing a mitigation payment to for a ruling or other DCR. determination, contract, claim, controversy. charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: The participation in the particular matter involves preparing an agreement with Algonquin E.g., approval, in connection with the project. The agreement would be reviewed and approved with the disapproval, decision, participation of the Commissioner. recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Algonquin was owned by Spectra Energy, which was recently acquired in 2016 by Enbridge (NYSE: in the matter ENB). I previously owned shares in Spectra Energy. As part of Spectra's acquisition by Enbridge, I received cash and shares of Enbridge. Accordingly, Enbridge now owns Algonquin. The shares have a present market value of approximately $2,464.00 Employee signature: Date: April 21, 2017 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Leo P. Roy Authority: Title or Position: Commissioner Agency/Department: Department of Conservation and Recreation Agency Address: 251 Causeway Street, Suite 600, Boston MA 02114 Office Phone: 617-626-4990 Office E-mail Leo.Roy@state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a76, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. 1 am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: Ang 4/21/17 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "048827c9f21e4ae87b7b8c10a62d3b7d6f84cd5cf5d0e51d1c6c1d5b46ade9df": {"id": "048827c9f21e4ae87b7b8c10a62d3b7d6f84cd5cf5d0e51d1c6c1d5b46ade9df", "filename": "2016/DeLeoRobert2.2.16.pdf", "year": 2016, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Robert A. DeLeo official: Public official State Representative position: Public office State House, Room 356 address: Office Phone: 617-722-2500 Office E-mail: Robert.deleo@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I Intend to discuss, vote on, and otherwise participate in the development, debate and to be taken: enactment of the Fiscal Year 2017 General Appropriations Act. House 2, the governor's budget proposal, includes language that would increase the annual employee contribution amount from 20% to 25% for state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission, and I anticipate that similar proposals may be made over the course of budget dellberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I have been a state employee since before July 1, 2003 and I receive health insurance though the Group Insurance Commission. Therefore, if enacted, this proposal would increase the amount of my annual contribution for health insurance. Public official's signature: Date: February 1, 2016 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "04b19aac6c5d576b49a7bffe58f031b6ba8bc5d3e8278908985aad110f7a5a53": {"id": "04b19aac6c5d576b49a7bffe58f031b6ba8bc5d3e8278908985aad110f7a5a53", "filename": "2017/Perry,_Brian_5.12.17_-_6.pdf", "year": 2017, "name": "Brian Perry", "title": "", "agency": "Massasoit Community College", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE ETHICS RECEIVED COMMISSION STATE EMPLOYEE INFORMATION 2017 MAY 12 PM12:46 Name: Brian Perry Title or Position: Temporary Building Maintenance Supervisor I State Agency: Massasoit Community College Agency Address: One Massasoit Boulevard Brockton, MA 02301 Office Phone: 508-588-9100 Office E-mail: My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Regular Full-time Building Maintenance Supervisor I resigned, Mr. Perry will be temporary Building proceeding, application, Maintenance Supervisor I until position is filled. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the Provide direct supervision review and assign nightly set up requirements and coordinate particular matter: building coverage for 9 night Maintenance personnel.. Ensure all assignments given by the Executive Director of Facilities/Capital Planning are E.g., approval, completed during the evening shift. disapproval, decision, Notified when staff need to leave prior to their shift, and report to Executive Director of recommendation, Facilities/Capital Planning. rendering advice, Available to staff is issues arise that need to be addressed, i.e., faulty equipment, etc., or if investigation, other. they need assistance in completing an assignment. Inspect buildings are cleaned and work completed; if not for various reasons, i.e., short staff, then report to Executive Director of Facilities/Capital Planning and daytime Building Maintenance Supervisors FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. Not applicable My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter Employee has no financial interest in this position. All decisions for salary, performance evaluations, reporting time, and disciplines, and working conditions are made by the Executive Director of Facilities/Capital Planning. Employee signature: Benn Deney Date: 5/2/17 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing William Mitchell Authority: Title or Position: Vice President Administration/CFO Agency/Department: Massasoit Community College Agency Address: One Massasoit Boulevard Brockton, MA 02302 Office Phone: 508-588-9100 Office E-mail wamitchell@massasoit.mass.edu DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Willin Michel Date: 5/9/17 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "04b858e035d803456b31679a94af68a2a058493775a689b1a40a99ac580b341a": {"id": "04b858e035d803456b31679a94af68a2a058493775a689b1a40a99ac580b341a", "filename": "2016/Margolin,_Andra_section_7_disclosure_5.2.16.pdf", "year": 2016, "name": "Andra 5. Margotin", "title": "", "agency": "Department of Developmental Disabilities south Valley office services", "content": "Apr.21.2016 06:47 PM drandy 5086989100 PAGE. 1/ 4 DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY ETHICS COMMISSION AS REQUIRED BY G. L. c. 268A, 9 7(b) 2016 MAY AM11:28 STATE EMPLOYEE INFORMATION Name of state employee: Andra 5. Margotin Title/ Position Psychologist If you are a state employee because a state agency has contracted with your company or FIII in this box organization, please provide the name and address of the company or organization. If It applies to you. Agency/ Department Department of Developmental Disabilities south Valley office services Agency Address 1941 west St. #9 Milford, MA 01757 Office phone: (508) 634-3345 Office e-mail: Andrew Margolin Mass Mail. state. MA. us Check one: Elected or Non-elected Starting date as a state employee. 04/04/2016 ELECTED, COMPENSATED STATE EMPLOYEE BOX #1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial Interest In a state contract Is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. 1 work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract Identifies me by name or It is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT #1: I had one of the following financial Interests in a contract made by a state STATEMENT #1 or agency before I took a position as a non-elected state employee. I will continue to have this financial interest in a state contract. STATEMENT #2. Apr.21.2016 06:48 PM drandy 5086989100 PAGE. 2/ 4 Write an X My financial interest In a etate contract is: beside your financial interest. A state agency has a contract with me, but not an employment contract. 1 have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. -OR- STATEMENT #2: I will have a new financial Interest in a contract made by a state agency. My financial Interest In a state contract Is: I have a non-alected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has # contract with a state agency, and I am a \"key employee\" because the contract Identifies me by name or It is otherwise clear that the state has contracted for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT Name and address of state agency that made the contract \"My State Agency\" is the state agency that I serve as a state employee. The \"contracting agency\" is the state agency that made the contract. Please put in an X My State Agency la not the contracting agency. to confirm these facts. My State Agency does not regulate the activities of the contracting agency. In my work for my State Agency, I do not participate in or have official responsibility for any of the activities of the contracting agency. The contract was made after public notice or through competitive bidding. ANSWER THE QUESTION IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND YOU. FILL IN Please explain what the contract is for. THIS BOX OR THE BOX Consulting Services to Department of BELOW counseling at Britol Community collese ANSWER THE QUESTIONS IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND ANOTHER PERSON OR ENTITY. FILL IN Please Identify the person or entity that has the contract with the state agency. What is your relationship to the person or entity? THIS BOX What is the contract for? OR THE BOX ABOVE Apr.21.2016 06:48 PM drandy 5086989100 PAGE. 3/ 4 What is your - Please explain the financial Interest and Include the dollar amount If you know it. financial Interest In the state contract? 165 an hour (16 how per weekjas needed) Date when you acquired a financial 2/15/2015 interest"}, "04c2bc12f4644df5afd2436deb12d00ec6a916059aabf8ffe4dd780a60fc40c5": {"id": "04c2bc12f4644df5afd2436deb12d00ec6a916059aabf8ffe4dd780a60fc40c5", "filename": "2012/Grossman,_Steven_section_23_disclosure_2012-12-03.pdf", "year": 2012, "name": "", "title": "", "agency": "", "content": "The Commonwealth of Massachusetts ETHICS COMMISSION Department of the State AM 10: 00 State House Boston, Massachusetts 02133 Steven Grossman Treasurer and Receiver General December 3, 2012 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 RE: G.L. Chapter 268A \u00a723(B)(3) Dear Ethics Commission: As previously described in a letter dated February 14, 2011 from Deidre Roney, General Counsel of the State Ethics Commission to me, I own approximately 60% of Grossman Marketing Group (\"GMG\"), a Subchapter S corporation. As part of this letter, Ms. Roney addressed whether GMG doing business with certain state entities presented a conflict of interest. In particular, among other matters, the letter addressed whether GMG could do business with members of the Massachusetts Higher Education Consortium (\"MHEC\"), which includes various entities within the University of Massachusetts system, state universities, and community colleges. In this letter, Ms. Roney determined that, due to the fact that I, as State Treasurer and Receiver-General, do not have official responsibility over the actions of the Massachusetts State College Building Authority within the meaning of Section 7(b) of Chapter 268A, an exemption may apply, so long as the other requirements met. The letter determined that, provided that the other requirements of that section are met, I was not prohibited by Section 7 from having a financial interest in a contract between Grossman Marketing Group and Bridgewater State University, Fitchburg State University, Framingham State University, Mass. College of Art & Design, Mass. Maritime Academy, Salem State University, Westfield State College, or Worcester State University. As part of this letter, Ms. Roney referenced that I should provide a Section 23(B)(3) disclosure of my financial interest in certain GMG contracts with certain Massachusetts State College Building Authority (\"MSCBA\") related entities. Accordingly, I am making this formal disclosure consistent with this letter and guidance. In particular, I am making this disclosure pursuant to G.L. c. 268A, \u00a723 (b)(3) in order to dispel any appearance of a potential conflict of interest occasioned by my financial interest in GMG and its ongoing contracts with MHEC. As discussed above, I maintain a financial interest in GMG, owning approximately 60% of the corporation, but have resigned from an active role in management of the company. Furthermore, in the past and presently, as to the eight MSCBA institutions listed above, in the last three years GMG has earned revenue only from Westfield State College, in the amounts of $7,808 in 2010, $7,577 in 2011, and $1,893 in 2012 to date. Phone: 617.367.6900 Office: State House, Room 227, Boston, MA 02133 Web: www.mass.gov/treasury PRINTED ON RECYCLED PAPER In my role as Treasurer and Receiver-General, my office has been asked to give approval to a bond issuance by the MSCBA. Specifically, we have been asked to approve the Award Certificate pertaining to the MSCBA's Series 2012C Bonds. As specifically addressed in the February 14th letter, I do not have any official responsibility for this bond issuance. However, as described in the February 14th letter, the Office of the State Treasurer is required by statute to provide approval to the terms and sale of certain bonds issued by the MSCBA. This letter represents a disclosure of certain financial interests and business relationships related to MHEC and GMG. Consistent with the February 14, 2011 letter and my ongoing obligations under Chapter 268A, I will provide further and more comprehensive disclosures as appropriate and as required in the future. Sincerely, Steven Grossman Treasurer and Receiver General cc: Jamey Tesler"}, "04de0b2d5871e1d1ce945e3b0cd04e4636bb0edecaf2da33687a8bb3554591d9": {"id": "04de0b2d5871e1d1ce945e3b0cd04e4636bb0edecaf2da33687a8bb3554591d9", "filename": "2013/brauned.26.10.13.pdf", "year": 2013, "name": "", "title": "", "agency": "", "content": "MEMORANDUM RECEIVED STATE ETHICS COMMISSION Date: May 24, 2013 To: President Mohler- Force Bridgewater State University 2013 JUN 10 AM 9:35 From: Professor EDWARD BRAUN, MAHPLS Department Re: Disclosure of Decision to Adopt Instructional Materials in Whose Sale I Have a Financial Interest In compliance with the Massachusetts G.L.c.268A, \u00a76, I disclose my intent to adopt the following: Semester: FALL Year: 2013 Day ( ) DGCE ( ) Non-Credit (check all that apply) Course Name and Number: PHED 401 EXERCISE PHYSIOLOGY Full description of materials (e.g., title of published text, course-packet, CD, etc.) Use reverse side of form if necessary. TEXTISOOK: FUNDAMENTALS of EXERCISE PHYSIOLOGY 5th EDITION If this is a published work sold to students through a third party, such as a bookstore: Check all that apply ( I am the author ( ) I am the editor ( ) Other (indicate) ( ) I am the co-author ( ) I am the co-editor From the sale of these materials to students at BSU I anticipate that I will receive royalties in the amount of $ 550 . SEE Attached If you are the publisher of this work and are selling it directly to students: From the direct sale of these materials to students at State College I anticipate that I will receive income of $ , of which $ is profit. In the event you determine that my financial interest is sufficiently substantial to warrant assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above, I agree to allow the Vice President for academic Affairs/Dean of Graduate and Continuing Education to make that decision in my stead May Date 24,2013 Signature of Faculty Member Determination of State University Appointing Authority I have reviewed this matter and determine that the faculty member's financial interest as disclosed above is not sufficiently substantial to warrant my assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above. ( ) I have reviewed this matter and determine that the faculty member's financial interest is sufficiently substantial to warrant my assigning the decision in question to someone else. Therefore, in accordance with M.G.L.c.268A, \u00a76, I assign that decision to the Vice President for Affairs/Dean of Graduate and Continuing Education. President Date Distribution after Determination of Appointing Authority: Commonwealth of Massachusetts State Ethics Commission Academic Vice President Faculty Member May 24, 2013 The Text is designed specifically for this course. It combines both lecture and lab material. It is estimated that \"about\" 55 students will purchase the book. The Wholesale charge to the bookstore is $50 per book ($10 of which is profit). Total Profit: $ 550. @ 55 students X $ 10 $ 550"}, "04e7273f16524362d930ff3b85623297efef80d135e4b1f722f945c69b47618a": {"id": "04e7273f16524362d930ff3b85623297efef80d135e4b1f722f945c69b47618a", "filename": "2021/Gomez,_Adam_section_23_disclosure_5.26.21.pdf", "year": 2021, "name": "Adam Gomez", "title": "", "agency": "State Senate/General Court", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. c. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: Adam Gomez Title or Position: State Senator Agency/Department: State Senate/General Court Agency address: 24 Beacon Street, Boston MA 02133 Office Phone: 617-722-1660 Office E-mail: Adam.Gomez@masenate.gov. In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue I have filed an amendment to the FY22 Senate Budget that increases the bottom line state that is coming before appropriation for the Hamden County Registry of Deeds. The purpose of the funding is to you for action or provide greater pay equity for staff at the Registry of Deeds. decision. What responsibility do you have for My responsibility as a State Senator regularly involves advocating for public state and taking action or local offices such as the Hampden County Registry of Deeds. making a decision? Explain your My relationship to the organization is primarily professional, as stated above supporting relationship or public state and local offices are inherent to the duties of a State Senator. However, my affiliation to the daughter has been offered and accepted a paid internship by the Registry of Deeds for person or the Summer of 2021. organization. How do your official My actions matter as I am advocating for the Registry of Deeds to receive additional state actions or decision funding through the Senate state budget. matter to the person or organization? Optional: Additional facts - e.g., why There is a low risk of favoritism as the funding that I am advocating for does not impact there is a low risk of my daughter's paid internship as funding for the internship was already budgeted. The undue favoritism or additional funding that I am advocating for would purely be used for their existing staff, improper influence. and my daughter would not benefit from this amendment. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, __X_ Taking into account the facts that I have disclosed above, I feel that I can perform you should my official duties objectively and fairly. recuse yourself. Employee signature: An Ad Say Bay Date: 05/26/21 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}, "04f945a7173100fe12f3e91ec701a59173be5b7d6ef077366f6582202ce9b60f": {"id": "04f945a7173100fe12f3e91ec701a59173be5b7d6ef077366f6582202ce9b60f", "filename": "2019/Gentile_Carmine_4.24.2019_-_6A.pdf", "year": 2019, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public official: CARMINE LAWRENCE Gentile Public official State Representative position: Public office State House address: Boston, MA 02133 Office Phone: (617) 772 - 2810 Office E-mail: CARMINe.Gentile@MA.COV I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The House intends to consider the issue of compensation adjustments for legislators. to be taken: FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a state representative my compensation may be adjusted. Public official's signature: Date: Apnil 25, 2019 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "0500ba563cad529007f365e15fb36e81eacd9945122f8b35c42dad38a449fe96": {"id": "0500ba563cad529007f365e15fb36e81eacd9945122f8b35c42dad38a449fe96", "filename": "2023/Pacheco_Marc_5.16.23_-_CMR_5.08(3)(b).pdf", "year": 2023, "name": "Marc Richard Pacheco", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(3)(b) ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Marc Richard Pacheco public employee: Title/ Position Dean of the Senate Office: Massachusetts State Senate Office address: 24 Beacon St Room 312-B Boston, MA 02133 Office phone: 617-722-1551 Office E-mail: Marc.Pacheco@masenate.gov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth $50 or more related to the event. EVENT ATTENDED Describe the event that you will attend. Eastern Regional Conference of the Council of State Governments dinner Describe your participation in the Attendee. event. Date, time and May 17th at 6pm at the Oceanaire Seafood Room in Boston. location of event. EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that The Council of State Governments (CSG) offered to reimburse, pay or waive expenses. Address of person or organization. 1776 Avenue of the States Lexington, KY 40511 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. N/A Meals: Breakfast, lunch, dinner, special events. $75 a plate. Admission: N/A Other (please list): Refreshment, entertainment, etc. Total: $75 Having disclosed the facts above, I determine that: For the exemption _X__ Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the activity will promote the The CSG is a major partner in defining the changing national and international issues interests of the confronting states. My attendance at this event will help establish and maintain Commonwealth, a county connections to the CSG, its constituent members, and leaders in other states, which or a municipality. will improve my work in the Senate. Employee signature: RL Date: 5/16/2023 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk."}, "050811cbc89debdbebc10bc2409b3d4c446614a52393abfabad508b2b1e6336a": {"id": "050811cbc89debdbebc10bc2409b3d4c446614a52393abfabad508b2b1e6336a", "filename": "2024/Moore,_Michael_section_23_disclosure_6.20.24.pdf", "year": 2024, "name": "Michael O. Moore", "title": "", "agency": "Massachusetts State Senate", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: Michael O. Moore Title or Position: Massachusetts State Senator Agency/Department: Massachusetts State Senate Agency address: 24 Beacon St. Room 109-B Boston, MA, 02133 Office Phone: (617) 722-1570 Office E-mail: Michael.Moore@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue Several bills have been filed relative to housing, real estate transfers, and the real estate that is coming before industry. you for action or decision. What responsibility do you have for As a member of the Massachusetts State Senate, I may review, consider, publicly taking action or comment on, vote, and take other actions on general legislation addressing housing, making a decision? including, but not limited to, legislation affecting the real estate industry. Explain your My wife is a licensed realtor. relationship or affiliation to the person or organization. How do your official My official actions or decisions could affect the real estate industry, but my wife would not actions or decision benefit financially or in any way differently from any other licensed realtor should any matter to the person applicable general legislation become law. or organization? Optional: Additional There currently is not an issue before me that would be a conflict of interest. I am filing facts - e.g., why this disclosure out of an abundance of caution to dispel any appearance of a conflict. there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, Taking into account the facts that I have disclosed above, I feel that I can perform my you should official duties objectively and fairly. recuse yourself. Employee signature: Date: 6.20.24 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}, "052cbfb50477e65820b7e6225ce6eed8df3ff3d2634dd57fee909ccff9a7d70b": {"id": "052cbfb50477e65820b7e6225ce6eed8df3ff3d2634dd57fee909ccff9a7d70b", "filename": "2014/Murphy,_Joseph_section_6_disclosure_2014-11-17.pdf", "year": 2014, "name": "Joseph G. Murphy", "title": "", "agency": "Office of the Governor", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 ATE ETHICS COMMISSIO STATE EMPLOYEE INFORMATION 2014 NOV 17 AM11:47 Name: Joseph G. Murphy Title or Position: Commissioner of Insurance State Agency: Division of Insurance Agency Address: 1000 Washington Street, Boston, MA 02118 Office Phone: (617) 521-7302 Office E-mail: Joseph.g.murphy@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Articles of Amendment for ProSelect Insurance Company require approval of the Commissioner of Insurance before filing with the Office of the Secretary of the Commonwealth. E.g., a judicial or other proceeding, application, submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Approval has been requested for Articles of Amendment for ProSelect Insurance Company. participation in the particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter I do not know whether or how the company's financial interests are affected by the amendments. Employee signature: Date: Joseph Muph DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Deval L. Patrick Title or Position: Governor Agency/Department: Office of the Governor Agency Address: State House, Room 360 Office Phone: (617) 725-4000 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: State 13 November 2014 Comment: I designate Gary Anderson, First Deputy Commissioner of Insurance to handle this particular matter. Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "052d28b9b347fcc038c7f4c9a300c2105ddb0e371ebc0509fae9779c568d453c": {"id": "052d28b9b347fcc038c7f4c9a300c2105ddb0e371ebc0509fae9779c568d453c", "filename": "2013/KeenanJohn10.3.13.pdf", "year": 2013, "name": "John F. Keenan", "title": "", "agency": "State Senate", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public STATE RECEIVED ETHICS COMMISSION employee: John F. Keenan 2013 OCT PM 2: 37 Title or Position: State Senator, Norfolk and Plymouth District Agency/Department: State Senate Agency address: State House Room 413B Boston, MA 02133 Office Phone: 617-722-1494 Office E-mail: John.Keenan@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before Several bills have been filed relative to the scope of practice of optometrists, including H1981, S1070 and H1987. you for action or decision. What responsibility do you have for taking I serve as Senate Chair of the Joint Committee on Public Health, to which Committee the action or making a decision? optometry bills have been referred. In my capacity as Senate Chair of the Committee, I expect to take testimony at hearings on the bills and to take committee votes on the bills. As a legislator, I expect that I may vote on the bills should they reach the Senate floor. Explain your relationship or My wife is an optometrist licensed in the Commonwealth of Massachusetts, employed by the affiliation to the person Brockton Neighborhood Health Center, 63 Main Street, Brockton, MA 02301 and by Bay Eye Care & Surgery, 500 Congress Street, Suite 1A-1, Quincy, MA 02169. or organization. How do your official actions or decision My wife has no direct interest in the legislation nor will she benefit financially, or in any way different from any other optometrist, should the legislation become law. matter to the person or organization? Optional: Additional facts - e.g., why there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, you should Taking into account the facts that I have disclosed above, I feel that I can perform my recuse yourself. official duties objectively and fairly. Employee signature: Date: 10/3/13 Attach additional pages if necessary."}, "054b894a9ff2fd9cc3b09c91fa2d219cdad4abdb10c73c80b5c55098db0588bf": {"id": "054b894a9ff2fd9cc3b09c91fa2d219cdad4abdb10c73c80b5c55098db0588bf", "filename": "2014/Kafka,_Louis_930CMR5.082d3_reconciliation_disclosure_5.1.14.pdf", "year": 2014, "name": "Louis L Kafka 2014 MAY - PM 2:43", "title": "", "agency": "House of Representatives", "content": "RECONCILIATION STATEMENT AS REQUIRED BY 930 CMR 5.08(2)(d)3. RECEIVED STATE ETHICS COMMISSION PUBLIC EMPLOYEE INFORMATION Name of employee: Louis L Kafka 2014 MAY - PM 2:43 Title/ Position State Representative Agency/ Department House of Representatives Agency address: State House Boston, MA 02133 Office Phone: 617-722-2960 Office E-mail: Rep.LouisKafka@hou.state.ma.us I previously filed a disclosure explaining that I accepted reimbursement, waiver or payment by a non-public entity (but not a lobbyist) of travel expenses related to an activity or speaking engagement that served a legitimate public purpose. I am filing this Reconciliation Statement because the actual amount of the travel expenses differed by more than $50 from the amount 1 originally disclosed. I HAVE ATTACHED A COPY OF MY PREVIOUS DISCLOSURE. ADDITIONAL EXPENSES Date of activity or December 3, 2013-December 13, 2013. speaking engagement: Reason that the The amount previously disclosed was more than the actual amount received. This was actual amount differs due to the sponsor of the trip inadvertently including the cost of airfare twice. Although from the previously this reconciliation statement is not required, I file it out of abundance of caution and for disclosed amount by the purpose of transparency. $50 or more: PLEASE INCLUDE DETAILED INFORMATION ONLY ABOUT AMOUNTS THAT DIFFER FROM THE AMOUNTS ORIGINALLY DISCLOSED. Previously disclosed amount Actual amount $1590.97 $1590.97 Transportation: See Other See Other Lodging: See Other See Other Meals: See Other See Other Admission: Other (please list): Ground transportation, food, driver, guide, hotel, speakers, site visits: $3,235.00 $1,644.00 pre-trip orientation and meal: $39.83 $40.00 $4,865.80 $3,274.80 Total: Employee signature Date May 1, 2014 Attach additional pages if necessary. Non-elected public employees - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the Senate or House Clerk or the State Ethics Commission. Elected municipal employee - file with the city or town clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012"}, "054fe03fb0f076e12edb992e47f50d7f9d235f605b9fc7b9b271c94489dd5d95": {"id": "054fe03fb0f076e12edb992e47f50d7f9d235f605b9fc7b9b271c94489dd5d95", "filename": "2017/Kellner,_Lynne_3.27.17_-_6.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "STATE ETHICS COMMISSION FITCHBURG STATE UNIVERSITY 2017 MAR 27 PM 2:56 MEMORANDUM Date: March 9, 2017 To: Richard S. Lapidus, President From: Lynne Kellner Department: Behavioral Sciences Re: Disclosure of Decision to Adopt Instructional Materials in Whose Sale I Have a Financial Interest In compliance with the Massachusetts G.L.c.268A, \u00a76, I disclose my intent to adopt the following: Semester: Spring Year: FY2017 ( X) Day ( ) DCGE ( ) Non-Credit check all that apply Title:\"Family Preservation or Child Placement? Serving the Child's Best Interest\" Course Number/Name Hmsv 3500'- Abuse & neglect w/m Family Full Description of materials (e.g., published text, course-pack, CD, etc.) (use Feverse side of form if necessary) Published Chapter in text book (I am providing copies to the students free of charge) If this is a published work sold to students through a 3rd party, such as a bookstore: Check all that apply ( I am the author () I am the editor Other (indicate) (X) I am the co-author () I am the co-editor From sales of this title to Fitchburg State University students I anticipate that I will receive royalties in the amount of $ 0 . NOTE: Please be aware that faculty are prohibited from selling materials directly to students. In the event you determine that my financial interest is sufficiently substantial to warrant assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above, I agree to allow the Department Chair/Graduate Program Coordinator or designee to make that decision in my stead. Signature lynne of Faculty A laber Member 3/9/2017 Date Determination of Fitchburg State University Appointing Authority S I have reviewed this matter and determine that the faculty member's financial interest as disclosed above is not sufficiently substantial to warrant my assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above. ( ) I have reviewed this matter and determine that the faculty member's financial interest is sufficiently substantial to warrant my assigning the decision in else. Therefore, in accordance with M.G.L.c.268A, \u00a76, I assign that decision Richard to the S. Lapidus, administrative President office. Date"}, "0555e90231e57cf8b653c30b9bb89d4970dd52f106d725ceb184cfdf9444179a": {"id": "0555e90231e57cf8b653c30b9bb89d4970dd52f106d725ceb184cfdf9444179a", "filename": "2015/ArcieorJames.pdf", "year": 2015, "name": "", "title": "", "agency": "", "content": "April 27, 2015 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I write to disclose that I am an active state employee who receives or could receive health insurance through the Group Insurance Commission. Pending before the House of Representatives are two floor amendments relative to the FY'2016 budget: Amendment 403 has the effect of setting a 25% contribution rate for health insurance coverage for all active state employees. Amendment 903 has the effect of setting a 20% contribution rate for health insurance coverage for all active state employees. If adopted, changes to the contribution rates for state employees may have an effect on my personal financial interests which is different from the effect on the general public. I make this disclosure pursuant to G.L. c. 268A \u00a7 6A and consider it public in nature. Sincerely yours, Arrie., State Representative"}, "0562f8af3749127d31f875aeba41d48098a2aa896b87a9790e5e2d814c53148e": {"id": "0562f8af3749127d31f875aeba41d48098a2aa896b87a9790e5e2d814c53148e", "filename": "2015/Hamill_2.pdf", "year": 2015, "name": "2015 APR -8 AM 9:43", "title": "", "agency": "State Senate, Office of Senator Thomas M. McGee", "content": "DISCLOSURE BY NON-ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR (2) STATE ETHICS COMMISSION NON-ELECTED PUBLIC EMPLOYEE INFORMATION Name of non-elected Meaghen Hamill 2015 APR -8 AM 9:43 public employee: Title/ Position Chief of Staff Agency/ Department State Senate, Office of Senator Thomas M. McGee Agency address: Massachusetts State House 24 Beacon Street, Room 109C Boston, MA 02133 Office phone: 617-722-1350 Office e-mail: Meaghen.hamill@masenate.gov I am filing this disclosure because: Write an X to confirm I am going to engage in an activity that serves a legitimate public purpose, i.e., it is each statement. intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for The Massachusetts Commercial Real Estate Development Association is hosting a traveling. Transportation Transformation Conference featuring federal and state transportation officials and national experts. Describe your participation in the I will be attending this one day conference. activity. Date, time and location Thursday, April 9, 2015 of activity. 7:30-10:30am Seaport Hotel, 200 Seaport Blvd. Boston, MA Please explain how the activity will promote the As Chief of Staff to Senator McGee, Chair of the Joint Committee on Transportation, interests of the this conference will deepen my understanding of some of the most pressing Commonwealth, a county transportation challenges and innovative solutions being proposed by the business and real estate communities. or a municipality. TRAVEL EXPENSES Identify the person or organization that Tamara Small, Senior Vice President of Government Affairs for the Massachusetts offered to reimburse, Commercial Real Estate Development Association waive or pay your travel expenses. Address of person or organization. 144 Gould Street, Suite 140 Needham, MA 02494 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: N/A Overnight accommodations. Lodging: N/A Breakfast, lunch, dinner, special events. Meals: N/A Registration, admission, tickets, etc. Admission: Registration foir this one day conference for non-members is $95 Refreshment, instruction, materials, entertainment, etc. Other (please list): N/A Total: $95 Write an X beside I have attached the relevant itinerary. any statement that applies. I have attached the relevant agenda. Employee signature: meaghen Hamill Date: 4/7/15 Attach additional pages if necessary. Complete the disclosure and submit it to your appointing authority. DETERMINATION BY APPOINTING AUTHORITY APPOINTING AUTHORITY INFORMATION Name of Appointing Senator Thomas M. McGee Authority: Agency and State Senator Title/Position: Agency address: Massachusetts State House 24 Beacon Street, Room 109C Boston, MA 02133 Office phone: 617-722-1350 Employee who filed Meaghen Hamill, Chief of Staff the disclosure: DETERMINATION Upon consideration of the facts disclosed by the employee above, I find that: To give approval, Acceptance of the reimbursement, waiver or payment of travel expenses will serve a check both legitimate public purpose, i.e., it will promote the interests of the Commonwealth, a county statements. or a municipality; AND Such public purpose outweighs any special non-work related benefit to the employee or the person providing the reimbursement, waiver or payment. Reason that the Meaghen Hamill is my Chief of Staff and also handles transportation policy and employee's travel or budgetary matters in my office. Her attendance at this transportation conference will attendance will serve a allow her to continue to gather information and different perspectives, and expand her legitimate public knowledge and skillset on the state of the Commonwealth's transportation system, purpose: proposed solutions, and connection to economic development. Appointing Authority signature: Thin ru Date: 4-7-15 Attach additional pages if necessary. The appointing authority should maintain the disclosure as a public record and give a copy of any signed determination to the employee. Form revised February, 2012"}, "056741a7cb61e1bc39fe46a2be653362b63545944e995d79f0d3e79942df9480": {"id": "056741a7cb61e1bc39fe46a2be653362b63545944e995d79f0d3e79942df9480", "filename": "2013/PatrickDeval2.15.13.pdf", "year": 2013, "name": "Deval Patrick", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE RECEIVED AS REQUIRED BY 930 CMR 5.08(2)(d)2. STATE ETHICS COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2013 FEB 15 AM 10: 55 public employee: Deval Patrick Title/ Position Governor Agency address: State House, Room 360 Boston, MA 02133 Office phone: (617) 725-4000 Office e-mail: Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for To meet with representatives of government and industry in Colombia. traveling. Describe your participation in the Attend meetings and gatherings to discuss matters of mutual interest to the activity. Commonwealth of Massachusetts and the Republic of Colombia. Date, time and location of activity. February 16-19, 2013 Events listed in attachment Please explain how the activity will promote the interests of the One of the Patrick-Murray Administration's goals is to solidify Massachusetts' place as Commonwealth, a county a worldwide leader in the innovation industries and continue to compete globally for the or a municipality. jobs, investment and businesses of the future. This trade mission is an opportunity to help achieve those goals and to expand economic development in Massachusetts by growing markets for Massachusetts-based companies abroad and by attracting international companies to Massachusetts. TRAVEL EXPENSES Identify the person or organization that Please see the attached spreadsheet. offered to reimburse, waive or pay your travel expenses. Address of person or organization. Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: n/a Overnight accommodations. Lodging: n/a Breakfast, lunch, dinner, special events. Meals: n/a Registration, admission, tickets, etc. Admission: n/a Refreshment, instruction, materials, entertainment, etc. Other (please list): At some of the events on this trade mission, I will receive meals sponsored by private organizations. The attached spreadsheet includes a list of the private organizations sponsoring these events. Total: $1,400 Write an X beside any I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county check off or a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Date: 14 2013 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012 COLOMBIA Event Sponsorship if Non-MA Sponsored Saturday, February 16 Meet with Colombian Minister of Defense Juan Carlos Pinzon and Colombian Defense Officials Sponsored by Ministry of Defense Meet with Local Public Officials and Community Leaders and Walking Tour of Morales (Cauca) with Minister of Defense Juan Carlos Pinzon Sponsored by Ministry of Defense Sunday, February 17 Meet with Local Public Officials and Community Leaders and Walking Tour of Carmen del Darien (Choco) with Minister of Defense Juan Carlos Pinzon Sponsored by Ministry of Defense Meet with Captain Alfonso Salas, CEO, Sociedad Portuaria Regional de Cartagena (SPRC) (Cartagena Port Society/Port Authority of Cartagena) Sponsored by Ministry of Defense Dinner and Debrief with Minister of Defense Juan Carlos Pinzon Sponsored by Ministry of Defense Monday, February 18 Meet with United States Ambassador to Colombia P. Michael McKinley Country Team Briefing with United States Embassy Science & Technology Development Briefing: Policy and Practice in Colombia as Presented by Director of COLCIENCIAS (Administrative General Department of Science Technology) Carlos Fonseca Zanate, and Manager of INNPULSA, Catalina Ortiz Lalinde AM-CHAM Colombia Lunch Sponsored by AMCHAM Colombia Massachusetts-Colombia Innovation Partnership Tech Roundtable Hosted by Microsoft, FEDESOFT and Massachusetts Technology Collaborative Sponsored in part by Microsoft, Fedesoft Massachusetts-Colombia Energy & Water Technologies Business Roundtable Hosted by the Massachusetts Clean Energy Center and Asociacion Nacional de Empresarios de Colombia (ANDI): Globalizing Massachusetts' Technology Innovations in Partnership with Colombian Companies Sponsored in part by ANDI"}, "0571832c26cc8bd7ad3ed6ab837a082ab412aced22b261ae7d4fa38ced0cfb3a": {"id": "0571832c26cc8bd7ad3ed6ab837a082ab412aced22b261ae7d4fa38ced0cfb3a", "filename": "2015/Lovely,_Joan_930CMR5.083b_disclosure_2015-03-27.pdf", "year": 2015, "name": "Senator Joan B. Lovely", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(3)(b) STATE RECEIVED ETHICS COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION 2015 MAR 27 PM 2:21 Name of elected Senator Joan B. Lovely public employee: Title/ Position State Senator Office: Massachusetts State Senate Office address: Massachusetts State House, Room 215 Boston, MA 02133 Office phone: 617-722-1413 Office E-mail: Joan.lovely@masenate.gov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event The event is a silent and live auction to support Montserrat College of Art, which is in that you will attend. the City of Beverly, within my district. According to a description provided by Montserrat College of Art, the night offers guests the chance to witness Montserrat's accomplished students creating artwork in live Art-in-the-Moment stations. There will be more than 250 pieces of art auctioned off for all tastes and budgets donated by faculty, students, staff and alumni of Montserrat. The money raised at this event provides financial aid awards for deserving Montserrat students and promotes the educational and cultural opportunities at the school. Describe your I will be participating as an attendee at this event and may participate in some of the participation in the auction activities. event. Date, time and location Saturday, March 28, 2015 of event. 6 - 8:30PM 20 Cherry Hill Drive, Danvers, MA 01923 EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or Montserrat College of Art organization that offered to reimburse, pay or waive expenses. Address of person or Montserrat College of Art organization. 23 Essex Street Beverly, MA 01915 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Admission: Admission, tickets, etc. $150 Other (please list): Refreshment, entertainment, etc. Total: $150 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the This activity will further the arts and the creative economy on the North Shore by activity will promote the supporting a higher educational institution in my district which focuses on art interests of the education. This institution plays a vital role in contributing to the cultural life of the cities Commonwealth, a county and towns in my district. or a municipality. Employee signature: Date: 3/26/15/ Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Form revised February, 2012"}, "05756221a9c742df16f3966a099045d7f6fb844e69e3e0abd05f64d45ac7d098": {"id": "05756221a9c742df16f3966a099045d7f6fb844e69e3e0abd05f64d45ac7d098", "filename": "2017/Wigmore,_Danielle,_4.10.17_-_6.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "STATE ETHICS RECEIVED COMMISSION FITCHBURG STATE UNIVERSITY MEMORANDUM 2017 APR 10 PM 12: 05 Date: March 21, 2017 To: Richard S. Lapidus, President From: Danielle Wigmore Department: Exercise and Sports Science Re: Disclosure of Decision to Adopt Instructional Materials in Whose Sale I Have a Financial Interest In compliance with the Massachusetts G.L.c.268A, \u00a76, I disclose my intent to adopt the following: Semester: Fall Year: FY2017 (x) Day ( ) DCGE ( ) Non-Credit check all that apply Title: Advanced Cardiovascular Exercise Physiology by Smith and Fernhall Course Number/Name: EXSS 4045 Cardiovascular and Electrophysiology Full Description of materials (e.g., published text, course-pack, CD, etc.) (use reverse side of form if necessary): This is a published textbook If this is a published work sold to students through a 3rd party, such as a bookstore: Check all that apply ( ) I am the author () I am the editor (x) Other (I wrote chapters 9 & 10 of this book) () I am the co-author () I am the co-editor From sales of this title to Fitchburg State University students I anticipate that I will receive royalties in the amount of $0 . NOTE: Please be aware that faculty are prohibited from selling materials directly to students. In the event you determine that my financial interest is sufficiently substantial to warrant assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above, I agree to allow the Department Chair/Graduate Program Coordinator or designee to make that decision in my stead. danulle 121. line 3-21-17 Signature of Faculty Member Date Determination of Fitchburg State University Appointing Authority I have reviewed this matter and determine that the faculty member's financial interest as disclosed above is not sufficiently substantial to warrant my assigning to someone else the decision whether the instructional materials described above should be adopted for use in the course identified above. ( ) I have reviewed this matter and determine that the faculty member's financial interest is sufficiently substantial to warrant my assigning the decision in question to someone else. Therefore, in accordance with M.G.L.c.268A, \u00a76, I assign that decision the appropriate administrative office. 3/28/17 Richard S. Lapidus, President Date Fitchburg State University Faculty Disclosure to the State Ethics Commission Checklist for Completing the University Disclosure Form Provide the information requested above the dotted line. Sign and date the form. Forward the form to the Office of the Vice President for Academic Affairs The form will be returned to you with the President's determination and signature. Make a copy for your files. Send the original to the Commonwealth of Massachusetts State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108"}, "0581dc36b616930e87bc7ef530d41b93deab079916daaba504a594a0f72648c3": {"id": "0581dc36b616930e87bc7ef530d41b93deab079916daaba504a594a0f72648c3", "filename": "2017/DuBois,_Michelle_Marie_6A_1.24.17.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L.c. 268A, \u00a7 RECEIVED STATE ETHICS COMMISSION PUBLIC OFFICIAL INFORMATION Name of public Michelle Marie DuBois 2017 JAN 24 AM 10: 33 official: Public official State Representative position: Public office State House, Room 146 address: Boston, MA 02133 Office Phone: 617-722-2011 Office E-mail: Michelle.dubois@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a committee member and as a state representative from Brockton, my compensation via office stipend or additional pay for being appointed as vice chair or chair position may be adjusted. Public official's signature: duB Date: 24/2017 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "05875daf668b0788ef333e82a1ce43841f21ca358c81e3be5f67d43fe90b082d": {"id": "05875daf668b0788ef333e82a1ce43841f21ca358c81e3be5f67d43fe90b082d", "filename": "2015/Mariano.pdf", "year": 2015, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED STATE BY ETHIC E. C268A, \u00a7 6A Name of public PUBLIC OFFICIAL INFORMATIONR 23 PM 4:48 Ronald Mariano official: Public official State Representative position: Public office State House, Room 243 address: Office Phone: 617-722-2300 Office E-mail: Ronald.mariano@mahouse.gov 1 am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in the development, debate and to be taken: enactment of House No 1, An Act Making Appropriations for Fiscal Year 2016. House 1 includes language that would increase, from 20 to 25%, the annual employee contribution amount for state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I have been a state employee since before July 1, 2003 and I receive health insurance though the Group Insurance Commission. Therefore, if enacted, this proposal would increase the amount of my annual contribution for health insurance. Public official's signature: Ronald Mariano Date: March 23, 2015 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "058f63dfb72c3ffdb47740defbce076546bc43b2af5825fd23c79cf43c4a609a": {"id": "058f63dfb72c3ffdb47740defbce076546bc43b2af5825fd23c79cf43c4a609a", "filename": "2017/Korneygay,_Chrystal_12.11.17_-_6.pdf", "year": 2017, "name": "Chrystal Kornegay", "title": "", "agency": "Executive Office of Housing and Economic Development", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY RECEIVED AS REQUIRED BY G. L. c. 268A, \u00a7 6 TATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2017 DEC 11 42 Name: Chrystal Kornegay Title or Position: Undersecretary State Agency: Massachusetts Department of Housing and Community Development Agency Address: 100 Cambridge Street, Suite 300, Boston, MA 02114 Office Phone: 617-573-1101 Office E-mail: chrystal.kornegay@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other All particular matters coming before the board of MassHousing. proceeding, application, submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: One of my duties as Undersecretary is to serve as an ex officio member of the E.g., approval, board of MassHousing. This duty is mandated by law, M.G.L. C. 23A App. \u00a7 1-3. disapproval, decision, recommendation, In that capacity, I am expected to bring the perspective of the Department of rendering advice, Housing and Community Development to the entire range of matters within the investigation, other. purview of the MassHousing board. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter The position of MassHousing executive director is currently vacant. I am an applicant for appointment to that position, which is a matter within the prerogatives of the MassHousing board pursuant to M.G.L. C. 23A App. \u00a7 1-4(k). Under \u00a7 6 of the Conflict of Interest Law, a candidate for appointment to a position is deemed to have a financial interest in the matter of filling the position. Because I cannot unilaterally remove my statutory ex officio membership on the MassHousing board from my duties as Undersecretary and because, under the circumstances, it is improper for me to delegate my MassHousing board duties to a designee of my choosing, it is appropriate that my appointing official make a determination under \u00a7 6 as to whether I should remain on the MassHousing board. Employee signature: Date: DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Jay Ash Authority: Title or Position: Secretary of Housing and Economic Development Agency/Department: Executive Office of Housing and Economic Development Agency Address: 1 Ashburton Place # 2101, Boston, MA 02108 Office Phone: (617) 788-3610 Office E-mail jay.ash@state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. c. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the Integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: way 12/8/17 ach Comment: Upon consideration of the matters presented by Undersecretary Kornegay's disclosure, I have determined that it is in the public interest that she no longer serve on the MassHousing board as DHCD's ex officio member, effective immediately, and that Carolyn Kirk, Deputy Secretary, Executive Office of Housing and Economic Development, is hereby designated to serve as DHCD's ex officio member on that board. In making this determination, I offer the following comments. First, designating another person to serve in this ex officio role on the MassHousing board is not an adverse reflection on Undersecretary Kornegay's integrity and ethical standards. Far from it - her public disclosure is motivated by a high sensitivity to the ethical standards applicable to Massachusetts public servants. In the situation presented, the ordinary and approved course of action is for the board member to resign voluntarily. That course is not possible here, where her membership on the MassHousing board is a function of her statutory duties as Undersecretary of DHCD, and, as her appointing official, the Conflict of Interest Law gives me the authority to adjust her duties when it is appropriate, as here, to do so. Second, by replacing the Undersecretary Kornegay with Deputy Secretary Kirk, the legislative policy of giving DHCD a seat on the MassHousing board will continue to be ably served by a highly qualified housing specialist. At the same time, Ms. Kornegay will be able to perform her many non-MassHousing duties as Undersecretary and may, should she so choose, pursue an opportunity for employment as MassHousing executive director, consistent with applicable law. Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "059285be556da30e6cfd6e727e8aedf255df29430b1edb277bdfdc3f8394b19d": {"id": "059285be556da30e6cfd6e727e8aedf255df29430b1edb277bdfdc3f8394b19d", "filename": "2019/Chang-Diaz,_Sonia_930CMR5.083b_disclosure_2.26.19.pdf", "year": 2019, "name": "Sonia Chang-Diaz", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE RECEIVED STATE ETHICS COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 7019 FEB 26 PM 4:43 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Sonia Chang-Diaz public employee: Title/ Position State Senator Office: Room 111 Office address: 24 Beacon St, Boston, MA 02133, Room 111 Office phone: 617-722-1673 Office E-mail: schedule@senatorchangdiaz.com I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. _x_ A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth $50 or more related to the event. EVENT ATTENDED Describe the event that you will attend. The Greater Boston Chamber of Commerce will honor women leaders at their annual event, the Pinnacle Awards. Describe your participation in the The Senator is simply a guest at this event event. Date, time and location On Friday, February 1\u02e2\u1d57, 2019. The event will be held at 11:00am at the Boston of event. Marriott Copley Place Hotel. EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or Dusty Rhodes (President) at Conventures, Inc. organization that offered to reimburse, pay or waive expenses. Address of person or organization. Conventures, Inc. One Design Center Place Boston, Massachusetts 02210 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. 0 Meals: Breakfast, lunch, dinner, special events. 0 Admission: Admission, tickets, etc. $75 Other (please list): Refreshment, entertainment, etc. 0 Total: $125 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the The Pinnacle Awards will promote the interests of the Commonwealth by activity will promote the interests of the honoring nine leading Greater Boston women for outstanding achievement in Commonwealth, a county the workplace, demonstrated leadership that has made a difference, and a or a municipality. commitment to enhance the quality of life in Massachusetts. Employee signature: Smith Soni Date: 1/24/19 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk."}, "0598c3e8b5703e0557e55083c05ea39ffa9b27e0c1d19bfac42ad6aeef50b104": {"id": "0598c3e8b5703e0557e55083c05ea39ffa9b27e0c1d19bfac42ad6aeef50b104", "filename": "2017/Haque,_Sheila_6.26.17_-_6.pdf", "year": 2017, "name": "Sheela Haque", "title": "", "agency": "", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6T ATE ETHICS RECEIVED COMMISSION STATE EMPLOYEE INFORMATION 2017 26 AM11:56 Name: Sheela Haque Title or Position: Rural Counselor and Educator State Agency: University of Massachusetts - Amherst Center for Women and Community Agency Address: 180 Infirmary Way New Africa House Amherst, MA 01003 Office Phone: 413-658-4756 Office E-mail: shaque@umass.edu This disclosure relates to a class of matters, described below, that I anticipate may arise as a result of my prospective employment for a non-profit organization, It Takes A Village (ITAV), serving individuals who are likely to be eligible for different services provided by or through the Center for Women and Community (CWC). Accordingly, my CWC duties would ordinarily require me to participate in a particular matter, such as the referral of a CWC client to ITAV, that I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other I will be starting employment with It Takes a Village (ITAV), which is an organization based in the proceeding, application, Hilltowns of Western Massachusetts. ITAV has 3 main programs: 1. A home visiting program for submission, request postpartum families during the first year postpartum; 2. The Closet, a destination site where free for a ruling or other baby and maternity gear is distributed; and 3. A Mothers' Postpartum Support Group in the Northern determination, contract, Hilltowns. claim, controversy, charge, accusation, arrest, decision, My current position with CWC, a state agency within UMass, involves the provision of counseling determination, or finding. and advocacy for survivors of sexual violence and domestic violence in the Hilltowns of Western Massachusetts. I also engage in prevention work, outreach, education, and community building through participation in local coalitions. The particular matters I foresee are referrals of CWC clients to ITAV. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: I anticipate that particular matters within the scope of $ 6 will arise as follows: There may be times when a CWC client needs services from ITAV and it would ordinarily be professionally necessary E.g., approval, and appropriate for me in performing my CWC duties to refer the client to ITAV. (The inverse \u2014 a disapproval, decision, recommendation, referral of an ITAV client to CWC - is also likely to occur, but it is my understanding that \u00a7 6 does rendering advice, not apply to these matters). investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I will be an employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter Assuming that ITAV is a \"business organization\", it will have a non-quantifiable financial interest (positively and negatively) in my decision whether or not to refer a CWC client to ITAV. The positive financial interest lies in the fact that ITAV is funded by private grants and as such, it benefits from referrals of clients by increasing the numbers of people served, which then can be used to apply for future funding or to satisfy goals associated with current funding. The negative financial interest arises because any services ITAV provides are free of charge to the referred client and therefore the cost of service is borne solely by ITAV. I note that my compensation from ITAV is a fixed amount unrelated to the volume of services it provides (either from CWC referrals or any other source). In addition, it is not contemplated that my duties for ITAV will include the provision of direct services to particular clients referred from CWC. Employee signature: Sheela Haque SA Date: May 1, 2017 6/14/17 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Rebecca Lockwood Title or Position: Associate Director Agency/Department: University of Massachusetts - Amherst Center for Women and Community Agency Address: 180 Infirmary Way New Africa House Amherst, MA 01003 Office Phone: 413-545-5832 Office E-mail rlockwood@umass.edu DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the-Commenwealth may expect from the employee. Appointing Authority signature: Date: 6/14/17 Comment (optional):"}, "059ad62467f5cf97fd5323b76c8cbf0a34b16a3cb4b20e89a125015bafbf7f79": {"id": "059ad62467f5cf97fd5323b76c8cbf0a34b16a3cb4b20e89a125015bafbf7f79", "filename": "2023/Wilson,_David_section_6_disclosure_11.17.23.pdf", "year": 2023, "name": "David A. Wilson", "title": "", "agency": "State Ethics Commission", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: David A. Wilson Title or Position: Executive Director State Agency: State Ethics Commission Agency Address: One Ashburton Place, Room 619 2023 NOV 17 AM 9:31 STATE ETHICS COMMISSIO RECEIVED Boston, MA 02108 Office Phone: 617-371-9500 Office E-mail: My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application, The determination of salary increases for Commission employees, other than the submission, request for a ruling or other Executive Director, not compensated according to the NAGE Unit 6 Collective Bargaining determination, contract, agreement salary schedule, including cost of living, step equivalent, longevity, and merit claim, controversy, increases. charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As Executive Director, I am required to determine, in consultation with the Commission's E.g., approval, Chief Financial Officer, the compensation of all Commission employees other than myself disapproval, decision, recommendation, whose compensation is not set by the NAGE Unit 6 CBA salary schedule, subject to the rendering advice, investigation, other. Commission's approval. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. - I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter I am a salaried Commission employee and may possibly seek an increase in my salary this fiscal year. Because Commission funds are finite, I may possibly have a financial interest in the amount of funds expended on the increased compensation of other Commission employees as that expenditure could possibly limit the amount of funds available to support an increase in my own compensation. Employee signature: Date: 11/17/23 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: State Ethics Commission by its Chair, Margot Botsford Title or Position: Margot Botsford, Chair Agency/Department: State Ethics Commission Agency Address: One Ashburton Place, Room 19 Boston, MA 02108 Office Phone: 617-371-9500 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. I am assigning the particular matter to another employee, or Write an by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Warson BUBG Date: 11/17/23 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "059f4286b0d8b71ad575e43eb68471c5e77c03f73df9ceda7e43e33418e5e577": {"id": "059f4286b0d8b71ad575e43eb68471c5e77c03f73df9ceda7e43e33418e5e577", "filename": "2014/Moore,_Michael_930CMR5.082d2_disclosure_2.10.14.pdf", "year": 2014, "name": "Michael O. Moore", "title": "", "agency": "", "content": "RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE 2014 FEB 10 AM 9: 45 AS REQUIRED BY 930 C.M.R. 5.08(2)(d)2. Name of employee: Michael O. Moore Title/ Position State Senator Agency: Massachusetts Legislature Agency address: Room 109B, State House, Boston, MA 02133 Office phone: 617-722-1485 Write an X to confirm I am filing this disclosure because: each statement. XX_ I am going to engage in an activity that serves a legitimate public purpose, i.e., is intended to promote the interests of the Commonwealth, a county or a municipality; and _xx A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. Identify the person or CSG's National Headquarters organization that 2760 Research Park Drive I P.O. Box 11910 I Lexington, KY 40578-1910 offered to reimburse, Phone (859) 244-8000 I Fax (859) 244-8001 I www.csg.org waive or pay your travel expenses. Address of person or CSG's National Headquarters organization. 2760 Research Park Drive I P.O. Box 11910 I Lexington, KY 40578-1910 Phone (859) 244-8000 I Fax (859) 244-8001 1 www.csg.org Describe the event In my role as the 2014 CSG Intergovernmental Affairs Committee co-chair, I that you will attend. have been appointed to The Council of State Governments' 2014 national Leadership Council. This leadership position will assist The Council of State Governments in the management and strategic focus of the organization and in the development of programs and services that will be invaluable to state leaders. The CSG Executive Committee and Leadership Council oversee the business affairs, policy and program development of CSG. Together, the CSG Executive Committee and Leadership Council are the main decision-making body to which all other CSG committees report, and also give final authority to CSG's policy positions and resolutions Describe your The Massachusetts Legislature is a member of the Council of State participation in the Governments (CSG-National Organization). As a State Senator, I am a member event. of the CSG and a member of the CSG Leadership Council. I am participating in this meeting to promote in the management and strategic focus of the organization and in the development of programs and services to offer to Massachusetts and other state leaders. Date, time and February 14-16, 2014 location of event. The Montelucia 4949 East Lincoln drive Scottsdale, AZ 85253 T: 480-627-3171 Please explain how I am a member of the Massachusetts the Senate and appointed to the Council of the activity will State Governments (CSG) Leadership Council. This appointment to the promote the interests Leadership Council position in the CSG will assist the CSG in the management of the and strategic focus of the organization and in the development of programs and Commonwealth, a services that will be invaluable to Massachusetts and National state leaders. county or a municipality. Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Airfare is $845.00 (not reimbursable) Overnight accommodations. Lodging: $275.00 plus $13.17% tax X 2 nights= $622.43 Breakfast, lunch, dinner, special events $450.00 Meals: Registration, admission, tickets, etc. Admission: N/A Refreshment, instruction, materials, entertainment, etc. Other (please list): N/A Total: $1,922.43 Write an X beside any XX I have attached the relevant itinerary. relevant statement. XX I have attached the relevant agenda. For the exemption to Having disclosed the facts above, I determine that: apply, both statements must be _xx_ Acceptance of the reimbursement, waiver or payment of travel expenses will serve checked. a legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or a municipality; AND _xx_ Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Mahal Mumune Date: 2/6/2014 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. STATE RECEIVEMMISSION December 6, 2013 2014 FEB 10 AN 9:45 Senator Michael Moore State House, Room 215 Boston, MA 02133 Dear Senator Moore, In your role as the 2014 CSG Intergovernmental Affairs Committee co-chair, I am pleased to confirm your appointment to The Council of State Governments' 2014 national Leadership Council. Your leadership will assist The Council of State Governments in the management and strategic focus of the organization and in the development of programs and services that will be invaluable to state leaders. This appointment is for a one-year term and will conclude on December 31, 2014. CSG's Leadership Council will meet in-person at least three times each year. In 2014 these meetings will be held during CSG's 2014 Leadership Council Retreat and Orientation - February 14-16, Scottsdale, Arizona; CSG's 2014 Leadership Summit - June 20-22 (tentative), Washington, DC; and CSG's 2014 National Conference - August 9-13, Anchorage, Alaska. In addition, the CSG Leadership Council may convene via conference call from time to time to address pressing business. The CSG Leadership Council's next meeting will take on February 14-16, 2014 at the Montelucia Resort in Scottsdale, Arizona. CSG will cover your travel and lodging expenses to attend this important meeting and will work with you to secure such arrangements. You may register online by visiting: https://secured.csg.org/csg/LeadershipCouncil/Default.aspx. A preliminary roster has been included for your reference. Should you have any questions about this meeting, please contact Janet Cantrill at (859) 244-8106 or icantrill@csg.org. Please contact me directly if you would like to further discuss this appointment or have dadkins@csg.org. additional questions about the CSG Leadership Council. I may be reached at (859) 244-8100 or We look forward to benefiting from your time, energy and talent to guide The Council of State Governments in the year ahead. Sincerely, David Adkins CEO / Executive Director The Council of State Governments"}, "05ac9a5a5fe96380565f9d041be84f716dcf2d6f8d8cc65da6a3aa6aa67b63c7": {"id": "05ac9a5a5fe96380565f9d041be84f716dcf2d6f8d8cc65da6a3aa6aa67b63c7", "filename": "2023/Cheung_Alice_3.6.23_-_6.pdf", "year": 2023, "name": "Alice Y. Cheung", "title": "", "agency": "", "content": "DocuSign Envelope ID: C3AB4C3A-2F50-44C5-AD92-BBCA0D5333E6 University of Office of the Chancellor Massachusetts Amherst February 24, 2023 Legal Division State Ethics Commission One Ashburton Place Boston, MA 02108 RE: Alice Y. Cheung - Disclosure under M.G.L. Chapter 268A, Section 6 Dear Sir/Madam: Pursuant to M.G.L. Chapter 268A, Section 6, I enclose the following documents for filing with the Ethics Commission as required under the statute: 1. Disclosure of Financial Interest form and Memorandum, both dated December 12, 2022 from Professor Alice Y. Cheung to request permission to employ her spouse, Dr. Hen-Ming Wu, as a Research Professor A on two National Science Foundation (NSF) grants in the Department of Biochemistry and Molecular Biology. 2. My letter of determination, dated February 24, 2023, which permits Professor Alice Y. Cheung to employ her spouse, Dr. Hen-Ming Wu, as a Research Professor A on two National Science Foundation (NSF) grants in the Department of Biochemistry and Molecular Biology. Very truly yours, DocuSigned by: kumble R. Subbaswamy 100CBB443. Kumble R. Subbaswamy Chancellor Enclosures University of Massachusetts 374 Whitmore Administration Building, 181 Presidents Drive Amherst, MA 01003-9313 413.545.2211 fax: 413.545.2328 www.umass.edu DocuSign Envelope ID: C3AB4C3A-2F50-44C5-AD92-BBCA0D5333E6 DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: Alice Y. Cheung Title or Position: Professor State Agency: University of Massachusetts Amherst Agency Address: Biochemistry and Molecular Biology 710 North Pleasant Street Amherst, MA 01003 Office Phone: (413) 545 - 4027 Office E-mail: acheung@biochem.umass.edu My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. Dr. Hen-Ming Wu, my husband, is working in my laboratory as a Research Professor A. His salary E.g., a judicial or other is paid from two grants from the National Science Foundation entitled \"Establishing a core signaling proceeding, application, submission, request mechanism for the multifunctional FERONIA receptor kinase\" and \"Pollen-stigma interactions: for a ruling or other events and players that set off the path to reproductive success\". Dr. Wu is co-PI on these grants. determination, contract, The first one will end on July 31, 2023; the second one on May 31, 2025. To replace the first grant claim, controversy, indicated above, support will switch to 100% on the second grant. Dr. Wu holds a Ph.D. in charge, accusation, arrest, decision, Chemistry and his expertise in molecular biology, biochemistry and biophysics are synergistic with determination, or finding. my expertise in genetics and cell biology. His combination of skills would be impossible to find in another hire as he has been working in the area of plant reproduction and signal transduction since 1988. Dr. Wu is an invaluable member of my research laboratory who participates in all aspects of the research. Dr. Wu has been the co-author of close to sixty publications, many widely-cited, in our field of studies, therefore clearly has the skills and expertise to perform this work. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As a PI on this grant and in the laboratory, my duties are to train students and postdocs and direct and publish research. As a major contributor of work in the same laboratory, as the sole or co-PI on E.g., approval, several previously funded projects, current, a recently approved projects, and also pending grant disapproval, decision, applications, Dr. Wu shares the same goals and responsibilities. All of our respective duties and recommendation, rendering advice, responsibilities are described in detail in multiple documents at OGCA and the departmental office. investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter Dr. Wu's salary is derived from the two NSF grants as listed above. His annual salary is $21,490.30 for 17.8% time. Salary is based on union requirements and expertise. Employee signature: alice Chenna 8B593DBD3D5F48A Date: 12/12/2022 DocuSign Envelope ID: C3AB4C3A-2F50-44C5-AD92-BBCA0D5333E6 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Kumble R. Subbaswamy Title or Position: Chancellor Agency/Department: University of Massachusetts / Office of the Chancellor Agency Address: 374 Whitmore Building Amherst MA 01003 Office Phone: (413) 545-2211 Office E-mail chancellorswamy@umass.edu DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority DocuSigned by: signature: kumble R. Subbaswamy Date: E2C62B 00CBB443... February 24, 2023 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "05bd0bd8e673e6092e06eefd213a49006b3b9d575399b502d46cfc52540c47da": {"id": "05bd0bd8e673e6092e06eefd213a49006b3b9d575399b502d46cfc52540c47da", "filename": "2018/Alexandre,_Judith_-_CMR_6.05(2)(b)_-_8.6.pdf", "year": 2018, "name": "Judith Alexandre", "title": "", "agency": "", "content": "DISCLOSURE BY STATE EMPLOYEE OF A FINANCIAL INTEREST IN A CONTRACT WITH THE DEPARTMENT OF CHILDREN AND FAMILIES AS REQUIRED BY 930 CMR 6.05(2)(b) STATE EMPLOYEE INFORMATION Name of state employee: Judith Alexandre Title/ Position Domestic Violence Supervisor Agency: 2018 AUG-6 AUG AM 11:56 AN STATE ETHICS COMMISSION RECEIVED Department of Children and Families Bill Pay unit Agency address: 600 Washington Sf Boston 600 Washington St. Boston, MA 02111 I am a state employee, and I also have agreed to serve as a foster parent, guardian, or pre-adoptive or adoptive parent, or to serve in a comparable status. The Department of Children and Families (\"DCF\") has a contract or agreement with me or with another person or organization relating to the service I am providing. I am disclosing that I receive financial benefits and/ or have financial obligations because of the contract or agreement made by DCF. FINANCIAL INTEREST IN A DCF CONTRACT I have an agreement to serve as: Foster parent; Guardian; Please write an X beside your answer. Pre-adoptive parent; Adoptive parent; Other. Please explain. . My agreement is with: Please write an X DCF directly; beside your answer, and provide any A person or organization that has a contract with DCF. requested information. - Please provide the name and address of the person or organization. MSPCC- Kid's Net Boston Region 3815 Washington St. 2nd Floor Jamaica Plain, MA 02130 Phone #: 857-728-2157 or 617-983-5850 Fax: 617-983-5854 PLEASE DO NOT PROVIDE INFORMATION BELOW ABOUT THE IDENTITY OF THE CHILD. Please refer to the child as \"the child\" or \"the foster child,\" etc. In the answers below, please provide a dollar amount, if possible. Please identify any Do you receive, e.g., a subsidy or benefits, compensation, reimbursement of expenses, or a financial benefit you clothing allowance? receive because of your service. Reimbursement at a daily rate based on the age of a child to cover a child's living expenses; Clothing allowances and supplements for holidays or birthdays; Reimbursement for certain out-of-pocket expenses; Who provides these Department of Children and Families financial benefits to 600 Washington Street 6th Floor you? Include the Boston, MA 02111 name and address. Please identify any Did you agree to accept any financial obligation, e.g., to maintain homeowner's insurance? financial obligation you have accepted in connection with this service. Employee signature: Judith My Meburr Date: 7/12/18 Attach additional pages if necessary. File copy with: State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Form revised February, 2012"}, "05c51c975bf8cb0cbfa7693b7e95be29fa5d40d4d0fcbab0229f46e2622d2a13": {"id": "05c51c975bf8cb0cbfa7693b7e95be29fa5d40d4d0fcbab0229f46e2622d2a13", "filename": "2019/Whipps,_Susannah_Section_6A_Disclosure_4.25.19.pdf", "year": 2019, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public official: Susannah M. Whipps Public official State Representative position: Public office State House address: Boston, MA 02133 Office Phone: 9788959606 Office E-mail: Susammer whippire mahorse.Sov. I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The House intends to consider the issue of compensation adjustments for legislators. to be taken: FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a state representative my compensation may be adjusted. Public official's signature: Date: 80mg 4/25/19 Attach additional pages If necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "05cd99fa362b555c42da88c139ec569ff722b8cb49da1a4324206e6db1327933": {"id": "05cd99fa362b555c42da88c139ec569ff722b8cb49da1a4324206e6db1327933", "filename": "2020/Sansoucy,_George_E._3.10.2020_-_6_-_3.pdf", "year": 2020, "name": "George E. Sansoucy", "title": "", "agency": "Massachusetts Department of Revenue", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: George E. Sansoucy Title or Position: Outside Expert Appraiser State Agency: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 603-788-4000 Office E-mail: gsansoucy@sansoucy.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other I work as an outside expert assessor for the Department of Revenue for the proceeding, application, Commonwealth of Massachusetts (\"DOR\"). In that capacity, I make recommendations for submission, request for a ruling or other the valuation of telecommunication property that is subject to the provisions of the \"central determination, contract, valuation statute\" set forth at G.L. C. 59, \u00a7 39. I additionally provide expert witness claim, controversy, services on behalf of the DOR concerning my recommended valuations. charge, accusation, arrest, decision, determination, or finding. My valuations affect every municipality in the Commonwealth of Massachusetts, including the Town of Shutesbury, MA. Your required participation in the Appraisal services through my company, George E. Sansoucy, P.E., LLC particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter My company's potential future employment is with the Town of Shutesbury. George E Sansoucy PE, LLC is anticipating a contract with the Town of Shutesbury. The scope of services will involve an appraisal and consulting services relating to the electric utility property owned by Eversource/NSTAR, Massachusetts Electric, and New England Power Co. located in the Town of Shutesbury, MA. I believe this work will not negatively impact the central valuation telephone property work performed for Mass DOR. Pursuant to G.L. C. 59, \u00a7 39, municipalities are required to use the DOR's central valuation of telecommunication property for local taxation purposes. Accordingly, municipalities in the Commonwealth, including the Town of Shutesbury, often have an interest in the outcome of my work for the DOR. Employee Signature:. Georgiansourg Date: February 7, 2020 DETERMINAION BY APPOINTING OFFICIAL APPOINTING INFORMATION Name of Appointing Authority: Timothy Rooney Title or Position: Deputy Commissioner and(FO, Financial Services Agency/Department: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 617-626-3515 Office E-mail rooheyt@dov.state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: Twith 3/10/20 Rom Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 1266819.1 07685-000 1295988.1 07685-000"}, "05d10621d974af2964343fb9e96418a588fcfdee2827ab34b05ef42009e57c92": {"id": "05d10621d974af2964343fb9e96418a588fcfdee2827ab34b05ef42009e57c92", "filename": "2015/judgemichael12.17.pdf", "year": 2015, "name": "Michael Judge", "title": "", "agency": "Department of Energy Resources", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: Michael Judge Title or Position: Director, Renewable & Alternative Energy Division Agency/Department: Department of Energy Resources Agency address: 100 Cambridge Street, Suite 1020 Boston, MA 02114 Office Phone: 617-626-7368 Office E-mail: Michael.judge@state.ma.us In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue In my capacity as Director of the Renewable and Alternative Energy Division I have broad that is coming before authority to make decisions and recommendations that can impact the Solar Energy you for action or Industries Association and its member organizations. decision. What responsibility I have the responsibility for implementing regulations that govern the eligibility of solar do you have for projects to qualify under the state's renewable portfolio standard programs. I also provide taking action or considerable input into the design of other programs and initiatives that impact solar making a decision? projects. Explain your I was recently offered and declined a position as Director of Northeast State Affairs with relationship or the Solar Energy Industries Association, which broadly represents the policy interests of affiliation to the the solar industry. person or organization. How do your official My actions, decisions, and recommendations may have a direct financial impact on the actions or decision association and its members. matter to the person or organization? Optional: Additional As I did not accept the position that was offered, there should be little to no risk of undue facts - e.g., why favoritism or improper influence. there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, Taking into account the facts that I have disclosed above, I feel that I can perform my you should official duties objectively and fairly. recuse yourself. Employee signature: Michael Gudge Date: 12/16/15 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}, "05d117a08d158142a1166f3c9d84c5163aea3e30603f33d10a67139238b01151": {"id": "05d117a08d158142a1166f3c9d84c5163aea3e30603f33d10a67139238b01151", "filename": "2016/Eordekian,_Christopher_section_6_disclosure_6.9.16.pdf", "year": 2016, "name": "Christopnes S. Eordekian", "title": "", "agency": "BARnsTAble County Shekiffs OFFICE", "content": "RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY 2016 JUN 9 AM 10: 20 AS REQUIRED BY G. L. C. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: Christopnes S. Eordekian Title or Position: Captain - Day Shift. COMMANDER State Agency: Barnstable County Shrift's office Agency Address: 6000 Shrift's Place Bourne, MA. 02532 Office Phone: 508.563.4340 Office E-mail: ceordekian@bsmiff.net My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a. judicial or other PLEASE SEE Attached Form. proceeding, application, submission, request for a ruling or other determination, contract, claim, controversy. charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: PlEASe SEE Attached form. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the malter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Attachment: Disclosure by non-elected State employee of financial interest and determination by appointing authority form. Submitted by: Captain Christopher S. Eordekian Barnstable County Sheriff's Office 6000 Sheriff's Place Bourne, MA 02532 Particular Matter Please describe the particular Matter. - Staff investigation - Counsel, Correct behavior - Employee Discipline - Evaluations - Allocation of overtime - Forced overtime - Distribution of working assignments - Report reviewing - Training - Limited basis / Training - Limited Basis / Granting time off / i.e. sick time use & personal days - Please describe the task you are required to perform with respect to the particular matter. - Staff investigations regarding performance of duties, shift operations and BCSO or CMR policy violations. - Counsel staff regarding performance - Correct behavior - Administer a formal employee disciplinary form (Write up) for violations of BCSO or CMR policy violations. - Evaluate work performance in the last fiscal year - Allocation of overtime is based on seniority - - Forced overtime - ordered based upon the inability to cover a post - Distribution of working assignments based upon seniority (Lieutenant) as Facility Shift Supervisor, Shift Assistant - Report reviewing in the Sheriff's Information Reporting System (SIRS) - Training - Firearms & Defensive Tactics - Conducting the review of shift training - Limited Basis / Granting time off / i.e. sick time use & personal days only - Any and all duty assignments listed above, issued by the Sheriff or his designee. Note: I understand that at all times I must exhibit impartiality and fairness when performing all the above duties and responsibilities the Barnstable County Sheriff's Office. Signature Christopher S. Eordekian Financial interest Please explain the financial interest and include a dollar amount if you know it in the matter Distribution of overtime when Chich Necessary. Employee signature: Date: DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: JAMES 14. Cummings Title or Position: Sheriff Agency/Department: BARnsTAble County Shekiffs OFFICE Agency Address: 6000 Sheriffs Place Bourne, Ma. 02532 Office Phone: 568 563-4302 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. c. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or have determined that the financial interest is not so substantial as to be deemed likely to affect the Integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: Comment: 3/29/16 overtine is And will be Reviewed by Senior STaFF. Attach additional pages if necessary File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Maclel 3/29/16 Form Revised February 2012 Jm"}, "05d7616d1d89b7126b9e32baac9ee36ec71e679584a0a4725c91c4accd10971a": {"id": "05d7616d1d89b7126b9e32baac9ee36ec71e679584a0a4725c91c4accd10971a", "filename": "2023/Ultrino,_Steven_Section_6A_disclosure_12.14.23.pdf", "year": 2023, "name": "", "title": "", "agency": "", "content": "December 4, 2023 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I write to disclose that I continue to be an adjunct professor at Salem State University. Currently pending before the General Court is a supplemental appropriation bill, House, No. 4204, which includes a provision to fund collective bargaining agreements for professors at public institutions of higher education. If adopted, this general legislation may have an effect on my personal financial interests that is different from the effect on the general public. I anticipate that in this session and in future legislative sessions of the General Court, general legislation relative to my position at Salem State University may be considered. I make this disclosure pursuant to G.L. c. 268A \u00a7\u00a7 \u00a7 6A and 23(b)(3) and consider it public in nature. Sincerely yours, /s/ Steven Ultrino STEVEN ULTRINO State Representative"}, "05d8f6ac26e5f130bfae43f48d03aa3d98897fc62fecc0ee16768f4815c8395c": {"id": "05d8f6ac26e5f130bfae43f48d03aa3d98897fc62fecc0ee16768f4815c8395c", "filename": "2016/Bedrosian,_Edward_section_6_disclosure_12.9.16.pdf", "year": 2016, "name": "Edward R. Bedrosian Jr.", "title": "", "agency": "Massachusetts Gaming Commission", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. COMMISSION STATE EMPLOYEE INFORMATION 2016 DEC AMII: 19 Name: Edward R. Bedrosian Jr. Title or Position: Executive Director State Agency: Massachusetts Gaming Commission Agency Address: 101 Federal Street, Boston, Ma. 02110 Office Phone: 617-979-8400 Office E-mail: edward.bedrosian@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application, As the Executive Director of the Gaming Commission, I determine compensation, including salaries submission, request and yearly increases, if any, and merit awards for all employees except the actual Commissioners for a ruling or other who salary is set by statute. After my yearly performance review, the Commission, decided my determination, contract, compensation adjustment, if any, should be consistent with what other employees are receiving. claim, controversy, Previous to the Commission's decision on my compensation, at my direction, the Gaming charge, accusation, arrest, decision, Commission's Human Resource Department has developed a plan of compensation adjustments determination, or finding. that includes both salary increases and merit awards for all eligible employees. Consistent with the method used to develop suggestions for other employee's compensation, the human resources department, has a suggested amount of compensation for me also. With the Commission's decision to have my compensation treated similarly to other employees and the work of the human resources department, I am in the position of appearing to approve my own compensation adjustment. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As the Executive Director, I am charged with all administrative matters within the Commission's jurisdiction, including the Particular Matter described above. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter Within the scope of my Required Participation in the Particular Matter described above, I will be required to decide employee compensation adjustments that will or may affect my financial interests. Specifically, consistent with the compensation plan the Commission's human resources department developed for all eligible employees, I would receive a merit award of $2,683. Employee signature: ELLRDLL Date: 11/25/16 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Massachusetts Gaming Commission Authority: Title or Position: Agency/Department: Massachusetts Gaming Commission Agency Address: 101 Federal Street, Boston, Ma. 02110 Office Phone: 617-979-8400 Office E-mail mgccomments@state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: 12/7/14 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108"}, "05e377fbdbdbe1d88eb968d343e21eb2a66ed8de93391454f9d7216ce67fc91b": {"id": "05e377fbdbdbe1d88eb968d343e21eb2a66ed8de93391454f9d7216ce67fc91b", "filename": "2016/Ashton,_William_section_7_disclosure_12.27.16.pdf", "year": 2016, "name": "William T. Ashton", "title": "", "agency": "Department of Conservation and Recreation, Division of State Parks and Recreation", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCYIVED AS REQUIRED BY G. L. C. 268A, \u00a7 7(b) TE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2016 DEC 27 M12:34 Name of state employee: William T. Ashton Title/ Position Forest and Park Supervisor II If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Department of Conservation and Recreation, Division of State Parks and Recreation Agency Address Department of Conservation and Recreation 251 Causeway Street Suite 900 Boston, MA 02114 Office phone: 508-543-9084 Office e-mail: William.t.ashton@state.ma.us Check one: Elected or Non-elected Starting date as a state employee. May 13, 2007 ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I took a position as a non-elected state employee. I will continue to have this financial interest in a state contract. STATEMENT #2. Write an X My financial interest in a state contract is: beside your financial interest. A state agency has a contract with me, but not an employment contract. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. - OR -- STATEMENT # 2: I will have a new financial interest in a contract made by a state agency. My financial interest in a state contract is: I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT Name and address Department of Fish and Game of state agency that 251 Causeway Street Suite 400 made the contract Boston, MA 02114 c/o Craig MacDonnell, Chief of Wildlife Lands \"My State Agency\" is the state agency that I serve as a state employee. The \"contracting agency\" is the state agency that made the contract. Please put in an X My State Agency is not the contracting agency. to confirm these facts. My State Agency does not regulate the activities of the contracting agency. In my work for my State Agency, I do not participate in or have official responsibility for any of the activities of the contracting agency. The contract was made after public notice or through competitive bidding. ANSWER THE QUESTION IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND YOU. FILL IN - Please explain what the contract is for. THIS BOX OR THE BOX BELOW ANSWER THE QUESTIONS IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND ANOTHER PERSON OR ENTITY. - Please identify the person or entity that has the contract with the state agency. FILL IN - What is your relationship to the person or entity? THIS BOX - What is the contract for? Joseph Smith, Consulting Forester. 1035 Willis Road Phillipston, MA 01331 OR THE BOX I am a subcontractor, assisting with field work. ABOVE Contract is for boundary line delineation and marking on state owned wildlife management areas."}, "05e85036a1feaf2bc2f1d568fad2da22d0207ea1ac857b4a31bccc24340868c1": {"id": "05e85036a1feaf2bc2f1d568fad2da22d0207ea1ac857b4a31bccc24340868c1", "filename": "2015/Wolf,_Daniel_section_6A_disclosure_2015-11-18.pdf", "year": 2015, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L.Co. 268A, $6AM T5 ETHICS RECEIVED COMMISSION PUBLIC OFFICIAL INFORMATION 18 PM 2: 112015 NOV 18 PM 2:24 Name of public official: Daniel A. Wolf Public official position: State Senator, Cape and Islands Public office address: State House Room 405 Boston, MA 02133 Office Phone: 617-722-1570 Office E-mail: daniel.wolf@Masenate.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action to be taken: Legislation Related to Net Metering 15 before the Senate for a vote (51979) and debate. J plan to vote on and debate the bill Lant any amendunts) before the Senate. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: Cape Air is considering a proposal for a 250 kwh Solar project expected to Save Cape Air approximately 30,000/year. I have Air, an approximate 20% ownership interest in Cape Public official's signature: Dolemn Date: 18 November 2015 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "05ec951d67331a9b101e352f318d7be5e42ed0a862075ce0e518d1b5311cbd9d": {"id": "05ec951d67331a9b101e352f318d7be5e42ed0a862075ce0e518d1b5311cbd9d", "filename": "2017/Sansoucy,_George_5.10.17_-_6_-_6.pdf", "year": 2017, "name": "George E. Sansoucy", "title": "", "agency": "Massachusetts Department of Revenue", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY ECEIVED AS REQUIRED BY G. L. C. 268A, \u00a7 6 SAT A TE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2017 MAY TO PM 4: 2 Name: George E. Sansoucy Title or Position: Outside Expert Appraiser State Agency: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 603-788-4000 Office E-mail: gsansoucy@sansoucy.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other I work as an outside expert assessor for the Department of Revenue for the proceeding, application, Commonwealth of Massachusetts (\"DOR\"). In that capacity, I make recommendations for submission, request for a ruling or other the valuation of telecommunication property that is subject to the provisions of the \"central determination, contract, valuation statute\" set forth at G.L. C. 59, \u00a7 39. I additionally provide expert witness claim, controversy, services on behalf of the DOR concerning my recommended valuations. charge, accusation, arrest, decision, determination, or finding. My valuations affect every municipality in the Commonwealth of Massachusetts, including the City of Everett, MA. Your required participation in the Appraisal services through my company, George E. Sansoucy, P.E., LLC particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter My company's potential future employment is with the City of Everett, MA. This work will involve the appraisals of the utility property comprised of the Mystic Generation Station, an oil and gas fired electric generation plant, and the large cryogenic natural gas storage tanks adjacent to the Mystic plant site, including dockage and peerage that provide gasified liquid natural gas to the power plant and back-fed into Boston Gas. I believe this work will not negatively impact the central valuation telephone property work performed for Mass DOR. Pursuant to G.L. C. 59, \u00a7 39, municipalities are required to use the DOR's central valuation of telecommunication property for local taxation purposes. Accordingly, municipalities in the Commonwealth, including the City of Everett, MA, often have an interest in the outcome of my work for the DOR. Employee signature: Date: Pumple 4/6/2017 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Marcel L. Vernon, Sr. Title or Position: Deputy Comissionen of Financial Services + C FO Agency/Department: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 617-626-3515 Office E-mail vernonma@dor.state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: lump Date: Comment: 5/9/17 Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 1266819.1 07685-000 1295988.1 07685-000"}, "05f5d835d64c5f1643ba0469dccecb1cc7427aab0dd1b32eb25455d120dfcabf": {"id": "05f5d835d64c5f1643ba0469dccecb1cc7427aab0dd1b32eb25455d120dfcabf", "filename": "2017/Santos,Ellen,_11.9.17_-_6.pdf", "year": 2017, "name": "Ellen Santos", "title": "", "agency": "Assabet Valley Regional Vocational School District", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY RECEIVED AS REQUIRED BY G. L. C. 268A, \u00a7 6 TATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2017 NOV =9 AM 11: 08 Name: Ellen Santos Title or Position: Director of Practical Nursing State Agency: Assabet Valley Regional Technical High School Agency Address: 215 Fitchburg St Marlborough, MA 01752 Office Phone: 508-263-9880 Office E-mail: esantos@assabet.org My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other I am the Director of Practical Nursing proceeding, application, We need a nurse with expertise in Labor and Delivery nursing to work 4 hours/week for 10 weeks as submission, request a temporary clinical substitute. for a ruling or other My daughter has the expertise and would like to do the temporary position. determination, contract, claim, controversy, The Superintendent Director Ernest Houle is the appointing authority. charge, accusation, Karen Sherman is the maternity instructor who would mentor the nurse. arrest, decision, Evaluations of the nurse would be done by the adult students for this experience. determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: My responsibility is to deliver the best experience to the students. To get an expert to work on a part time temporary basis is difficult. E.g., approval, disapproval, decision, I would be recommending her to the Superintendent for this work. recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter My daughter would be paid the previously set rate of $45/ hour so has a financial interest of about $1800 for the 10 weeks. Employee signature: llen Santas Date: 10.31.17 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Ernest F. Houle Title or Position: Superintendent-Director Agency/Department: Assabet Valley Regional Vocational School District Agency Address: 215 Fitchburg Street Marlborough, MA 01752 Office Phone: 508-263-9602 Office E-mail ehoule@assabet.org DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Ernest 7 Homl Date: November 6, 2017 Comment: Supervision of the employee will be assigned to another Administrator. EHH 11/6/17 Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "05f8fd3c28537fe4e5e88203d47dff56a6e0afff518d2acab40388697d6a5b55": {"id": "05f8fd3c28537fe4e5e88203d47dff56a6e0afff518d2acab40388697d6a5b55", "filename": "2019/Metzer,_Patricia_6.21.19_-_7(b)_-13.pdf", "year": 2019, "name": "Patricia Ann Metzer", "title": "", "agency": "Appellate Tax Board", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY AS REQUIRED BY G. L. c. 268A, \u00a7 - STATE EMPLOYEE INFORMATION Name of state 2019 JUN 21 PM 1:12 employee: Patricia Ann Metzer Title/ Position Commissioner, Appellate Tax Board If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. N/A Agency/ Department Appellate Tax Board Agency Address 100 Cambridge Street, Suite 200 Baston, MA 02114 Office phone: 617-336-0320 Office e-mail: Patricia.A.Metzer@mass.gou Check one: Elected or Non-elected Starting date as a state employee. May 12, 2019 ELECTED, COMPENSATED STATE EMPLOYEE N/A BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I took a position as a non-elected state employee. I will continue to have this financial interest in a state contract. STATEMENT #2. Write an X My financial interest in a state contract is: beside your financial interest. A state agency has a contract with me, but not an employment contract. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. -- OR -- STATEMENT # 2: I will have a new financial interest in a contract made by a state agency. My financial interest in a state contract is: I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT Name and address of state agency that made the contract Massachusetts State Development Finance Agency 99 High Street, Boston, MA 02/10 \"My State Agency\" is the state agency that I serve as a state employee. The \"contracting agency\" is the state agency that made the contract. Please put in an X My State Agency is not the contracting agency. to confirm these facts. My State Agency does not regulate the activities of the contracting agency. In my work for my State Agency, I do not participate in or have official responsibility for any of the activities of the contracting agency. The contract was made after public notice or through competitive bidding. ANSWER THE QUESTION IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND YOU. FILL IN - Please explain what the contract is for. THIS BOX OR THE BOX Publicly traded municipal bond f/b/c Emerson College BELOW callable 1-1-20 ANSWER THE QUESTIONS IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AND ANOTHER PERSON OR ENTITY. N/A FILL IN - Please identify the person or entity that has the contract with the state agency. - What is your relationship to the person or entity? THIS BOX - What is the contract for? OR THE BOX ABOVE What is your - Please explain the financial interest and include the dollar amount if you know it. financial interest In the state contract? Invester: $ 15,000 face amount, municipal bend Date when you acquired a financial interest June 21, 2010 What is the financial - Please explain the financial interest and include the dollar amount if you know it. interest of your immediate family? None Date when your immediate family acquired a financial N/A 2 interest FOR A CONTRACT FOR PERSONAL SERVICES - Answer the questions in this box ONLY if you will have a contract for personal Write an X services with a state agency (i.e., you will do work directly for the contracting to confirm each"}, "061102099b24138c3f14000c34ce62a3d1767d120d88e58e349786c12aeecd82": {"id": "061102099b24138c3f14000c34ce62a3d1767d120d88e58e349786c12aeecd82", "filename": "2017/Moore,_Shannon_5.23.17_-_6.pdf", "year": 2017, "name": "Shannon Moore", "title": "", "agency": "Massachusetts Legislature", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY ED AS REQUIRED BY G. L. c. 268A,& 6 ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2017 MAY 23 PM 4: 37 Name: Shannon Moore Title or Position: Legislative & Budget Director State Agency: Massachusetts Senate/ Office of Senator Jennifer L. Flanagan Agency Address: The State House Boston, MA 02133 Office Phone: 617-722-1230 Office E-mail: shannon.moore@masenate.gov My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application, My job requires me to assist my Senator in considering the fiscal year 2018 budget. One submission, request issue to be considered is whether the budget should include an outside section which for a ruling or other determination, contract, would change the General Laws and cap the deductible and copayments for covered claim, controversy, services during an enrollment year for those who receive health insurance through the charge, accusation, Group Insurance Commission. arrest, decision, determination, or finding. Your required participation in the I would assist my Senator in determining what action, if any, to take with respect to the FY'18 particular matter: budget, including the change to GIC out-of-pocket expenses. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. XX I have a financial interest in the matter. XX My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter My family and I receive health insurance though the Group Insurance Commission. Action on the budget would affect the amount of my out of pocket health insurance expenses. Employee signature: Shomer Shamin Moure Date: May 23, 2017 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Jennifer L. Flanagan Title or Position: State Senator Agency/Department: Massachusetts Legislature Agency Address: The State House Boston, MA 02133 Office Phone: 617-722-1230 Office E-mail shannon.moore@masenate.gov DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or XX I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Jamps J. floy Date: May 23, 2017 Comment:"}, "0613ab6b034237fa1ce47e354beb07d28ec902fcb84c29fdbf4bda575eb1025c": {"id": "0613ab6b034237fa1ce47e354beb07d28ec902fcb84c29fdbf4bda575eb1025c", "filename": "2017/Stanley,_Thomas_6A_1.24.17.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Thomas M. Stanley official: Public official State Representative position: Public office State House, Room 167 address: Boston, MA 02133 Office Phone: 617-722-2230 Office E-mail: Thomas.Stanley@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a committee member and as a state representative from Waltham, my compensation may be adjusted. Public official's signature: 1/24/2017 Homan Date: Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "06156b0b41f4c935d95490151d073864cb777ea8180abafd8eab113edc9f9044": {"id": "06156b0b41f4c935d95490151d073864cb777ea8180abafd8eab113edc9f9044", "filename": "2017/Barber,_Christine_6A_1.25.17.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Christine P. Barber official: Public official State Representative position: Public office State House, Room 236 address: Boston, MA 02133 Office Phone: 617-722-2430 Office E-mail: Christine.Barber@mahouse.gov. 1 am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a committee member and as a state representative from Somerville, my compensation may be adjusted. Public official's signature: Cs Date: 1-25-16 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "061d568df0fc543414cb28b8da96cc70df06a95ac94f89cfe526f29760c3a6c2": {"id": "061d568df0fc543414cb28b8da96cc70df06a95ac94f89cfe526f29760c3a6c2", "filename": "2021/Erlich_Lori_4.24.2018_-_6A.pdf", "year": 2021, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, \u00a7 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public official: LoriA Ehrlich Public official State Representative position: Public office State House address: Boston, MA 02133 Office Phone: 617-722-2877 Office E-mail: LORI.EHRLICH@MAHOUSE.GV I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The House intends to consider the issue of compensation adjustments for legislators. to be taken: FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a state representative my compensation may be adjusted. Public official's signature: Auld Date: 4/25/19 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "06263caaabc9c3c13db622bd24d45e8224a16dc62c245302e083fe23459ea566": {"id": "06263caaabc9c3c13db622bd24d45e8224a16dc62c245302e083fe23459ea566", "filename": "2014/Moore,_Michael_930_CMR_5.08_(2)(d)(2)_2014-11-15.pdf", "year": 2014, "name": "Michael O. Moore", "title": "", "agency": "", "content": "RECEIVEDMISSION STATE DISCLOSURE BY ELECTED PUBLIC EMPLOYEE 2014 NOV 25 AM 10: 02 OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 C.M.R. 5.08(2)(d)2. Name of employee: Michael O. Moore Title/ Position State Senator Agency: Massachusetts Legislature Agency address: Room 109B, State House, Boston, MA 02133 Office phone: 617-722-1485 Write an X to confirm I am filing this disclosure because: each statement. XX_ I am going to engage in an activity that serves a legitimate public purpose, i.e., is intended to promote the interests of the Commonwealth, a county or a municipality; and _xx A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. Identify the person or Complete College America organization that offered to reimburse, waive or pay your travel expenses. Address of person or Complete College America organization. c/o The Balcom Group 992 Locust Cove Road Heathsville, VA 22473 804-580-8353 - phone ccaconference@thebalcomgroup.com Describe the event It is a two day forum discussing the current policy issues and trends in higher that you will attend. education. Describe your I am the Senate Chairman of the Committee on Higher Education. I will be participation in the attending the conference to enhance my knowledge of the national issues facing event. Higher education and the policies being implemented to effectively dealing with them. Date, time and December 1-2, 2014 location of event. Loews Miami Beach Hotel 1601 Collins Avenue Miami Beach, FL 33139 305.604.1601 Please explain how As the chairman of the Senate Committee on Higher Education, I will be able to the activity will use the data and information obtained to develop policy and legislation to promote the interests address issues facing our higher education community. of the Commonwealth, a county or a municipality. Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Airfare is $448.20 Overnight accommodations. Lodging: $202.27 Breakfast, lunch, dinner, special events. Meals: N/A Registration, admission, tickets, etc. Admission: N/A Refreshment, instruction, materials, entertainment, etc. Other (please list): N/A Total: $650.47 Write an X beside any XX I have attached the relevant itinerary. relevant statement. XX I have attached the relevant agenda. For the exemption to Having disclosed the facts above, I determine that: apply, both statements must be _xx_ Acceptance of the reimbursement, waiver or payment of travel expenses will serve checked. a legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or a municipality; AND XX Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Date: 11/24/14 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. DRAFT AGENDA FIFTH ANNUAL CONVENING of the ALLIANCE OF STATES Monday, Dec. 1 2:00 Welcome and National Report Release: The Four-Year Myth 2:15 The Chronicle of Higher Education: The Four-Year Myth On-stage interviews about CCA's latest report 3:00 \"Busting the Myth: Lumina's Investment in Guided Pathways to Success (GPS) Lumina Foundation for Education is taking GPS to scale in three states 3:25 GPS in STEM: Five States Partner with CCA and the Helmsley Trust Institutions across several states are creating structured STEM degree maps 3:50 Purpose First: Enhancing GPS to Help Students Make the \"Big Choice\" Announcement: New initiative launched by USA Funds and CCA 4:20 Uncovering the Momentum of 15 to Finish Credit-taking intensity is on the rise across the country 4:30 LIVE: University of Akron Finish in Time Infomercial A live-action performance of a fun institutional effort to boost on-time completion 4:32 Dramatic Results with 15 to Finish Campus-based initiatives are rapidly increasing credit accumulation 5:00 Plenary Session Ends 5:10 State Team Time Discussion: Using GPS to Get Your State on Track 6:10 State Team Time Ends 6:30 Evening Reception @Loews Miami Beach Resort 8:30 Reception Ends Tuesday, Dec. 2 7:00-8:15 A CCA Legislative Breakfast State legislators and their SHEEOs only CCA Alliance Liaison Breakfast Alliance Liaisons only 8:30 Welcome Back and National Release: Game Changer Data by State A live demonstration of CCA's new web-based state data pages 8:45 Leveraging the Power of Data to Inspire and Reward Reform The right metrics move stakeholders and enhance outcomes-based funding 9:25 Corequisite Remediation at Scale Redesigned gateway courses for underprepared students are sweeping the nation 10:05 COMPLETE CONVERSATION The Shortcomings of High-Stakes Placement Tests Stan Jones and Tom Bailey of CCRC discuss in-depth the problems of placement 10:25 Gateways to Pathways: Innovations in College-Level Math States are aligning mathematics to programs of study 11:00 \"Structure Saved My Life\" A recent graduate shares her story of academic success 11:15 Expansion of Structured Schedules and Introduction of Keynote Speaker CCA President Stan Jones calls on states to help working students 11:25 Annual Convening Keynote Address 11:50 Closing Remarks 12:00 State Team Time and Lunch Discussion: Moving Forward with the Game Changers 1:00 Annual Convening Ends"}, "0627571c8a0b80b4b47a11a01853ec96692a122b2c890d8cfd7e5d21b1308a98": {"id": "0627571c8a0b80b4b47a11a01853ec96692a122b2c890d8cfd7e5d21b1308a98", "filename": "2025/Noyes,_Jayleene_930CMR6.07_disclosure_5.22.25_2.pdf", "year": 2025, "name": "Jayleene Noyes", "title": "", "agency": "Department of Developmental Services", "content": "DDS Approval DISCLOSURE BY STATE EMPLOYEE OF FINANCIALRINCEREST IN A CONTRACT TO PROVIDE SOCIA\u00c9 SERVICES COMMISSION PURSUANT TO 930 CMR 6.07 2025 MAY 22 AM 48 STATE EMPLOYEE INFORMATION Name of state Jayleene Noyes employee: Title/ Position: Transition Coordinator (Human Services Coordinator I) Agency/Department: Department of Developmental Services Agency Address: 100 Cummings Center Suite 419E Beverly MA 01915 Office phone: 978-896-3984 Office e-mail Jayleene.A.Noyes@mass.gov I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or - To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. The agency that I am looking to work for part-time outside of my DDS position, is called \"Shine Your Star\". Their address is 200 Washington Street, Boxford MA, 01921. Please identify the state agency that funds the provider or organization, and the Executive Office it is in, if applicable. Mass Health EOHHS DDS EOHHS 3) Service to a person or persons I will provide personal services directly to a person or persons who receive services from, or have services paid for by, a state agency listed above. Please identify the state agency that provides services to, or pays for services for, the person or persons, and also the Executive Office it is in, if applicable. Some of the families that I will work with at Shine Your Star may have MassHealth insurance for the ABA services they receive or may be DDS child eligible and receiving DDS supports. Please describe the Please provide information about the type of personal or educational services you will provide. services you will Please do not include the name of any individual who receives services. provide. The duty of this part-time job is to provide 1:1 ABA services for the children in their home or at the ABA clinic. I would be tracking data and behaviors as well as implementing behavior plans. I would be working under a BCBA to provide these services. What will you be Please include a dollar amount, if possible. paid, or what other financial interest will you have? I will be paid by Shine Your Star $30/Hour to provide ABA services. Employee signature Jayleene A. Noyes (electronically signed on 5/7/25 @ 4:16pm) Date: 5/7/2025 APPROVAL BY AGENCY YOU SERVE AS A STATE EMPLOYEE Name and title of appointing authority Kelly Lawless - Reginal Director for DDS Office phone Office e-mail Kelly.d.Lawless@mass.gov Signature by By signing here, I indicate that I have reviewed the facts that the state employee has appointing authority disclosed above and approve the arrangement proposed by the state employee. Kelly Lawless Date: 5/19/2025 APPROVAL BY AGENCY THAT MADE THE CONTRACT (IF DIFFERENT) Name and title of person giving approval at the state agency that made the contract Office phone Office e-mail Signature by person By signing here, I indicate that I have reviewed the facts that the state employee has giving approval disclosed above and approve the arrangement proposed by the state employee. Date: Attach additional pages if necessary. File with: State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Form revised February, 2012"}, "06284957814fab829506a077b1c6490cc9c533a5171c2d3a75a54e6f7b38f852": {"id": "06284957814fab829506a077b1c6490cc9c533a5171c2d3a75a54e6f7b38f852", "filename": "2017/Rosenberg,_Stanley_930CMR5.082d3_disclosure_10.12.17.pdf", "year": 2017, "name": "Stan Rosenberg 2017 OCT 12 PM 3:00", "title": "", "agency": "Massachusetts State Senate", "content": "RECONCILIATION STATEMENT AS REQUIRED BY 930 CMR 5.08(2)(d)3. RECEIVED PUBLIC EMPLOYEE INFORMATION STATE ETHICS COMMISSION Name of employee: Stan Rosenberg 2017 OCT 12 PM 3:00 Title/ Position Senate President Agency/ Department Massachusetts State Senate Agency address: State House, Room 332 Boston, MA 02133 Office Phone: 617-722-1500 Office E-mail: Stan.rosenberg@masenate.gov I previously filed a disclosure explaining that I accepted reimbursement, waiver or payment by a non-public entity (but not a lobbyist) of travel expenses related to an activity or speaking engagement that served a legitimate public purpose. I am filing this Reconciliation Statement because the actual amount of the travel expenses differed by more than $50 from the amount I originally disclosed. I HAVE ATTACHED A COPY OF MY PREVIOUS DISCLOSURE. ADDITIONAL EXPENSES Date of activity or Wednesday September 13-Sunday September 17, 2017 speaking engagement: Reason that the At the time of travel, the cost for meals was not available because the Senate actual amount differs President's Forum did not know the exact amount for meals per person in from the previously advance. The hotel rate was also an estimated amount, the final amount is disclosed amount by reflected in this reconciliation. $50 or more: PLEASE INCLUDE DETAILED INFORMATION ONLY ABOUT AMOUNTS THAT DIFFER FROM THE AMOUNTS ORIGINALLY DISCLOSED. Previously disclosed amount Actual amount $1,033.36 $1,033.36 Transportation: -$2,499.00 $2,321.91 (double occupancy amount) Lodging: $2,126.24 (single occupancy) ** I personally paid the $195.67 difference N/A $604.00 Meals: N/A N/A Admission: Other (please list): ~3,532.36 $3,959.27 Total: Employee signature Stan Date Attach additional pages if necessary. Non-elected public employees - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the Senate or House Clerk or the State Ethics Commission. Elected municipal employee - file with the city or town clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012 Cahill, Molly (SEN) From: Nancy Dobler SPF <nancydobler@senpf.com> Sent: Thursday, October 12, 2017 12:51 PM To: Cahill, Molly (SEN) Subject: Re: Forum Trip $2,126.24 SENATE presidents' Nancy Dobler Director, Member Services 26 Main Street Hastings on Hudson, NY 10706 914-693-1818 nancydobler@scnpf.com From: \"Cahill, Molly (SEN)\" <Molly.Cahill@masenate.gov> Date: Thursday, October 12, 2017 at 11:30 AM To: Nancy Dobler <nancydobler@senpf.com> Subject: RE: Forum Trip Thanks for clarifying, do you have the amount for single occupancy as well? From: Nancy Dobler SPF [mailto:nancydobler@senpf.com] Sent: Thursday, October 12, 2017 11:19 AM To: Cahill, Molly (SEN) Subject: Re: Forum Trip Yes, it does Sent from my iPhone On Oct 12, 2017, at 10:37 AM, Cahill, Molly (SEN) <Molly.Cahill@masenate.gov> wrote: Hi Nancy, Thank you so much! For the hotel, does that price reflect the double occupancy? Thank you for your help! Best, Molly 1 Molly C. Cahill Legislative Aide Office of Senate President Stan Rosenberg Massachusetts State House, Room 332 O. (617) 722-1500 <image001.gif> <image002.gif> StanRosenberg.com From: Nancy Dobler SPF [mailto:nancydobler@senpf.com] Sent: Wednesday, October 11, 2017 1:55 PM To: Cahill, Molly (SEN) Subject: Re: Forum Trip Molly, At long last, listed below are the costs for Prague: Airfare$1,033.36 Hotel 2,321.91 Meals 604.00 Nancy <image003.png> Nancy Dobler Director, Member Services 26 Main Street Hastings on Hudson, NY 10706 914-693-1818 nancydobler@senpf.com From: \"Cahill, Molly (SEN)\" <Molly.Cahill@masenate.gov> Date: Monday, October 2, 2017 at 4:42 PM To: Nancy Dobler <nancydobler@senpf.com> Subject: Forum Trip Hi Nancy, How are you? I hope all is well and that you had a great weekend! I am checking in to see if you had the final costs for the Forum trip to Prague, we have to file an amended disclosure to reflect the final costs. Thank you! 2 Molly Molly C. Cahill Legislative Aide Office of Senate President Stan Rosenberg Massachusetts State House, Room 332 O. (617) 722-1500 <image001.gif> <image002.gif> StanRosenberg.com 3 DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED ELECTED PUBLIC EMPLOYEE INFORMATION A TE'ETHICS COMMISSION Name of elected Stan Rosenberg public employee: 2017 SEP -5 PM 2: 02 Title/ Position Senate President Agency/ Department Massachusetts State Senate Agency address: State House, Room 332 Boston, MA 02133 Office phone: 617-722-1500 Office e-mail: Stan.rosenberg@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity The Senate President's Forum will bring together legislators and other important which is the reason for business members together from all over the world to discuss important issues that traveling. are very relevant to the Commonwealth Describe your I will be listening to various speakers and participating in group discussions participation in the activity. Date, time and location Wednesday September 13-Sunday September 17, 2017 of activity. Prague, CR *Arriving in Prague on September 12th Please explain how the This trip promotes the interests of the Commonwealth because the topics that are activity will promote the covered are issues that are currently affecting the Commonwealth. There will be interests of the speakers discussing cyber security, and the Forum will also feature different segments Commonwealth, a county or a municipality. discussing foreign policy. This Forum will be a great opportunity for me to learn from other legislators about these topics to help better the Commonwealth."}, "06361921204dcd6991471e09ca1a6c9f666d0aaa2fb17bb4925b221419692d9e": {"id": "06361921204dcd6991471e09ca1a6c9f666d0aaa2fb17bb4925b221419692d9e", "filename": "2014/Dragon.pdf", "year": 2014, "name": "Richard Dragon", "title": "", "agency": "", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY RECEIVED AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2014 MAR 12 AM11:05 Name: Richard Dragon Title or Position: Controller of Match Charter Public School and Match Community Day Charter Public School (collectively, the \"Schools\") State Agency: Match Charter Public School and Match Community Day Charter Public School Agency Address: 1001 Commonwealth Avenue Boston, MA 02215 Office Phone: (617) 232-0300 Office E-mail: Richard.Dragon@matchschool.org My duties to the Schools require me to participate in a particular matter in other entities, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other The Chief Executive Officer of the Schools (the \"CEO\") has required that I provide financial proceeding, application, oversight services to The MATCH School Foundation, Inc. (the \"Foundation\"), The Charles Sposato submission, request Graduate School of Education, Inc. (\"Sposato\"), MATCH Middle School QALICB, Inc. (\"Middle for a ruling or other School QALICB\") and MATCH Foundation QALICB, Inc. (\"Eoundation QALICB\"), and that I serve determination, contract, claim, controversy, as an officer and director of Middle School QALICB, as part of my duties as the Controller of the Schools. charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: The CEO requires that I devote up to 20% of my time in the aggregate providing services to the Foundation and Sposato and a small amount of time providing services to Middle School QALICB E.g., approval, and Foundation QALICB and serving as an officer and director of Middle School QALICB. I will not disapproval, decision, recommendation, be compensated by the Foundation, Sposato, Middle School QALICB or Foundation QALICB for rendering advice, these activities, and I do not have an interest in contracts between the Schools and the Foundation, investigation, other. Sposato, Middle School QALICB or Foundation QALICB. In particular, I am required to oversee the preparation and filing of all tax-related documents for the foregoing entities and to manage the checking and savings accounts of the foregoing entities, and to oversee the transfer of funds from the Foundation to the Schools. The CEO has required my financial oversight of the foregoing entities to help to insure that the Foundation, Sposato, Foundation QALICB and Middle School QALICB continue to provide effective support to the Schools. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter a. The Foundation, a Massachusetts not-for-profit corporation which is tax exempt under Section 501(c)(3) of the Internal Revenue Code, is the primary fundraising arm of the Schools. The Foundation is also a dissemination arm for the Schools, implementing the Schools' unique tutoring program in traditional public school settings and nationwide, and launching teacher training courses using the teacher training model in practice at the Schools. The Foundation also donates back office support to the Schools, leases space to Match Charter Public School, and has participated in certain financing arrangements to provide facilities for Match Charter Public School. The Foundation pays an administrative fee for services provided by the Schools to the Foundation (including those of the Schools' employees), but there is no contract between the Foundation and the Schools. b. Sposato, a Massachusetts not-for-profit corporation, is a graduate school of education which requires its students to undertake actual full-time teaching experiences, in addition to coursework, in order to obtain a Masters of Effective Teaching. Students at Sposato are drawn from participants in the Match Teacher Residency program, a teacher training program operated by Match Charter Public School. There are no contracts between Sposato and the Schools, but Sposato donates services to the Match Teacher Residency program operated by Match Charter Public School and pays an administrative fee for services provided by the Schools to Sposato (including those of the Schools' employees). C. Foundation QALICB and Middle School QALICB, Massachusetts not-for-profit corporations which are tax exempt under Section 501(c)(3) of the Internal Revenue Code, were organized to acquire real estate, to facilitate financing of a charter school facility and to develop a charter school facility. Foundation QALICB and Middle School QALICB are currently inactive, and neither has a contract or active relationship with the Schools. Employee signature: Date: March 11, 2014 Richard E. Drager DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Stig Leschly Authority: Title or Position: Chief Executive Officer Agency/Department: Match Charter Public School and Match Community Day Charter Public School Agency Address: 1001 Commonwealth Avenue Boston, MA 02215 Office Phone: (617) 232-0300 Office E-mail sleschly@matcheducation.org DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee."}, "063a1e76270f1d1c88a138e4080cbe4108c3b0f3790ae2300013526c21ec3a75": {"id": "063a1e76270f1d1c88a138e4080cbe4108c3b0f3790ae2300013526c21ec3a75", "filename": "2025/Fabbri,_Michael_section_7_disclosure_3.3.2025_1.pdf", "year": 2025, "name": "MICHAEL LOVIS FABBRI", "title": "", "agency": "", "content": "RECEIVED DISCLOSURE BY SPECIAL STATE EMPLOXEE ETHICS COMMISSION OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, \u00a7 7(d)025 MAR -3 3 AM IO: SPECIAL STATE EMPLOYEE INFORMATION Name of special state employee: MICHAEL LOVIS FABBRI I am a special state employee because: Put an X beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position FIREARM CONTROL ADVISORY BOARD MEMBER If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to N/A you. State Agency/ This is \"my State Agency.\" Department: FIREARM CONTROL ADVISORY BOARD/ executive OFFICE OF PUBLIC SAFETY AND SECURITY Agency Address: 200 ARLINATON STREET CHELSEA, MA 02150 Office phone: 781-747-0330 Office e-mail: JOMN.MELANDER@MASS.COV Check one: Elected or Non-elected Starting date as a special state employee. 12/06/2024 ELECTED SPECIAL STATE EMPLOYEE BOX # 1 I am an elected special state employee. STATEMENT #1: I had a financial interest in a contract made by a state agency before I was Select either elected to a compensated special state employee position. I will continue to have this financial https://ww.mass.gov/doc/section-7d-financial-interest-in-a-state-contract-disclosure-for-special-state-employees/ownload 1/15/25, 7:36 AM Page 1 of 4 STATEMENT #1 interest in a state contract. or STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. Write an X A financial benefit or obligation because of a contract that a state agency has with another by your financial person or with a company or organization. interest. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. BOX #2 NON-ELECTED SPECIAL STATE EMPLOYEE am a non-elected special state employee (compensated or uncompensated). STATEMENT #1: I had a financial interest in a contract made by a state agency, other than an Select either employment contract, before I took a non-elected, compensated special state employee STATEMENT #1 position. I will continue to have this financial interest in a state contract. or STATEMENT My financial interest in a contract made by a state agency is: #2. A contract between a state agency and myself, but not an employment contract. A financial benefit or obligation because of a contract that a state agency has with another Write an X person or with a company or organization. by your financial OR interest. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT This is the \"contracting agency.\" Name and address of state MUNICIPAL POLICE TRAINL COMMITTEE(NETC) agency that made 42 JHOMAS PATTEN DRIVE the contract RANDOLPH, MA 02368 Write an X to confirm In my work as a special state employee for my State Agency, 1 do not participate in or have official responsibility for any of the activities of the contracting agency. this statement. ANSWER THE QUESTION IN THIS BOX IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND YOU. FILL IN Please explain what the contract is for. THIS BOX OR THE NEXT BOX I HAVE BEEN CERTIFIED AS AN INSTRUCTOR TO TEACH POLICE OFFICERS AND PULICE RECEVITS. htp:www.masgodc/secton-7-financa-interestia-state-contract-discosure-for-special-state-employees/ownload 1/15/25, 7:36 AM Page 2 of 4"}, "064051c748c3ec598bc412ee2b40b2383bb52063a1c370693fc4713421edfe81": {"id": "064051c748c3ec598bc412ee2b40b2383bb52063a1c370693fc4713421edfe81", "filename": "2013/Sheilds6.11.13.pdf", "year": 2013, "name": "Lynn Shields", "title": "", "agency": "Massachusetts Housing Finance Agency", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AS REQUIRED BY G. L. c. 268A, STATE EMPLOYEE INFORMATION Name: Lynn Shields 2013 JUN 11 Title or Position: Manager of Affordable Housing Trust Fund (the \"Trust\") For Massachusetts Housing Finance Agency acting as Contract Administrator State Agency: Massachusetts Housing Finance Agency (\"MassHousing\") Agency Address: One Beacon Street Boston, MA 02108 Office Phone: 617 854 1381 Office E-mail: LShields@masshousing.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter The particular matters in which my husband, James Buechl, may have a financial interest and for which I may be responsible are individual loan transactions involving funding from the Trust. He is E.g., a judicial or other an attorney in private practice with an active practice in the area of real estate and housing proceeding, application, development. He is a sole practitioner who provides legal services to private developers, including submission, request from time to time developers who seek and are awarded funding from the Trust. He performs legal for a ruling or other services in processing and closing these Trust loans for his developer clients. From time to time he determination, contract, claim, controversy, may also provide legal services for a developer with respect to a Trust financed property after the Trust loan is made. charge, accusation, arrest, decision, determination, or finding. Legal fees paid for these services are deposited into a law firm account against which he makes periodic draws. The only joint account we currently maintain is from an unrelated real estate financing. Your required As an employee of MassHousing and acting as the manager of the Trust, I am the person principally participation in the responsible for accepting and processing applications for funding from the Trust and making a particular matter: recommendation for an award or a denial. I also participate in resolving issues which may subsequently arise on a loan once it is made. I supervise a staff of 3 other people and I report to E.g., approval, MassHousing's Director of Rental Lending. Either I or one of my staff also supervise the closing of disapproval, decision, all loans or grants made by the Trust. recommendation, rendering advice, When an application for funding is made to the Trust, the applicant must disclose who its attorney investigation, other. will be. If it is James Buechl, I abstain from participating in the processing of the application, deciding whether or not an award should be made, and participating in the loan closing. I may also participate in resolving issues once a Trust loan is made so long as my husband is not involved in representing the developer even though he may have closed the loan in the first instance. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest James has a financial interest in any matters involving the Trust when he acts as the developer's in the matter counsel or counsel to another party in the transaction since he will receive a legal fee for services rendered. He is a member of my immediate family. Employee signature: Date: Junn 6/4/13 In. Phulds DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Thomas Gleason Authority: Title or Position: Executive Director Agency/Department: Massachusetts Housing Finance Agency Agency Address: One Beacon Street Boston, MA 02108 Office Phone: 617 851- 1860 Office E-mail TGleason@masshousing.com DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. (see comment section below for procedures.) I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Them P Member Date: 6/10/13 Comment: All applications for Trust funding shall be screened to determine whether James Buechl shall be representing a party in the transaction. Whenever Ms. Shields shall determine that he is representing a party, she shall recuse herself from any further participation in reviewing the funding request and the closing of any loan that may be made. She will inform her direct supervisor, the Director of Rental Lending. He will select another staff person to be responsible for the matter and such staff person shall not report to Ms. Shields on the matter but shall report to the Director of Rental Lending directly. The Director of Rental Lending shall keep a record of all such delegations. Whenever Ms. Shields shall be engaged in a Trust matter after the closing of a Trust loan and Mr. Buechl is then representing the borrower or party engaged in the issue to be resolved, Ms. Shields and the Director of Rental Lending shall follow the same procedures as above. Such procedures need not apply if such subsequent matters do not involve Mr. Buechl even though he may have previously represented a party in the loan processing and closing. Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "064159b73615768fd61ae6e0cc1d7c62ddc2185e324515596752f90361434639": {"id": "064159b73615768fd61ae6e0cc1d7c62ddc2185e324515596752f90361434639", "filename": "2015/Sanchez,_Jeffrey_930CMR_5.08_disclosure_2015-06-02.pdf", "year": 2015, "name": "", "title": "", "agency": "", "content": "The Commonwealth of RECEIVED Massachusetts PETTIT BNSB House of Representatives State House, Wish 38418549 29 May 2015 State Ethics Commission One Ashburton Place Boston, MA 02133 Dear Ethics Committee, Please accept this letter as a formal disclosure of travel engagements for which I will need to disclose travei expenses covered by non-public entities. For each of these conferences, the content directly relates to my position as Chair of the Joint Committee on Health Care Financing. I serve on the NCSL Telehealth Committee, and am able to gain knowledge in my subject area that benefits my work here in the legislature. For the Council on State Governments Medicaid Policy Academy, I hope to gain insight regarding the debates surrounding Medicaid at a national level. For NALEO (National Association of Latino Elected Officials), I will be moderating a panel entitled \"Understanding the Aging Latino Population and Long Term Care Needs.\" I look forward to these three travel engagements, and I hope they will allow me to expand my understanding of the healthcare landscape at a national level in order to benefit my work here in the Commonwealth of Massachusetts. 1. June 1-2. National Conference of State Legislators Telehealth Conference Denver, Colorado Cost of Airfare: $652.20 (1 round trip ticket from Boston to Denver) Cost of Lodging: 1 night in Denver, $163 per night at NCSL block rate 2. June 17-18: Council on State Governments Policy Academy Series Medicaid Policy Academy, The Willard hotel, Washington DC Cost of Airfare: 1 way from Boston to DC, 1 way from DC to Las Vegas, Nevada $583.20 total cost Cost of Lodging: 1 night in Washington, DC, $319 per night at block rate, plus 14% tax, totaled $369.00 3. NALEO Educational Fund 32\u207f\u1d48 Las Vegas, Nevada at Aria Resort & Casino Cost of Airfare: 198.10 (one way flight from Las Vegas to Boston) Cost of Lodging: 2 nights, $393.00 total Should you have any questions regarding these travel plans, please feel free to contact me by phone or email. Yours in Service Jeffrey Sanchez"}, "064279704378225bc79f0fdb3b92a3c31d49412952c8ab8e72676d4ad9475615": {"id": "064279704378225bc79f0fdb3b92a3c31d49412952c8ab8e72676d4ad9475615", "filename": "2016/Ferrarese,_Brian_section_23_disclosure_7.21.16.pdf", "year": 2016, "name": "BRIAN FERRARESE 2016 JUL 21 PM 1: 22", "title": "", "agency": "Massachusetts Senate", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. c. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION STATE RECEIVED ETHICS COMMISSION Name of public employee: BRIAN FERRARESE 2016 JUL 21 PM 1: 22 Title or Position: CHIEF OF STAFF Agency/Department: Massachusetts Senate Agency address: State House Boston, MA 02133 Office Phone: 617-722-1540 Office E-mail: BRIAN.FERRARESE@MASENATE.COV In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before The Senate is considering the Governor's actions with respect to the fiscal year 2017 you for action or budget. One issue to be considered is whether the budget should include language that decision. would change the Commonwealth's health insurance contribution for active state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission. What responsibility do you have for I WOULD ASSIST MY SENATOR IN DETERMINING WHAT taking action or ACTION, IF ANY, TO TAKE WITH RESPECT TO THE GOVERNOR'S making a decision? PROPOSED CHANGE TO THE COMMONWEALTH'S HEALTH INSURANCE CONTRIBUTION. Explain your relationship or I receive health insurance though the Group Insurance Commission. affiliation to the person or organization. How do your official actions or decision Although I became a state employee after July 1, 2003 and am not in the group of state matter to the person employees who may be affected by a change in the Commonwealth's health insurance or organization? contribution, I nonetheless receive my health insurance through the Group Insurance Commission and wish to dispel even the appearance of a potential conflict. Optional: Additional facts - e.g., why there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, X Taking into account the facts that I have disclosed above, I feel that I can perform my you should official duties objectively and fairly. recuse yourself. Employee signature: Rn From Date: 7/21/16 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}, "064757ad14cf8ad7f6fa253d69a4414058f72d5eb592ef9e08ff07786d14040c": {"id": "064757ad14cf8ad7f6fa253d69a4414058f72d5eb592ef9e08ff07786d14040c", "filename": "2012/Swartwood,_Charles_section_23_disclosure_2012-03-21_redacted.pdf", "year": 2012, "name": "Charles B. Swartwood III", "title": "", "agency": "State Ethics Commission", "content": "KEOAC DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST 20-12-16/2 AS REQUIRED BY G. L. c. 268A, \u00a7 23(b)(3) RECEIVEDMISSION Name: 31V1S Charles B. Swartwood III Title or Position: Chairman 2012 MAR 72 AM 9:57 Agency/Department: State Ethics Commission STAFF DISCLOSURES MAY BE CONFIDENTIAL Agency address: 1 Ashburton Place, Rm 619, Boston MA 02108 DO NOT RELEASE THEM UNLESS EXECUTIVE DIRECTOR OR GENERAL Office Phone: (617) 371-9500 COUNSEL REVIEWS AND APPROVES RELEASI Office E-mail: ] am expected to perform my official duties as a state employee, and I have a relationship or affiliation with a person or organization involved. I am filing this disclosure to dispel the appearance that the person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I would be likely to act or fail to act as a result of kinship, rank, position or undue influence of any party or person. Describe the issue In re PI No. 2011-20 that is coming before you for decision or action. What responsibility do you have for taking Decide whether to find reasonable cause to authorize adjudicatory proceedings action or making a decision? Describe your One of the subjects in this matter is represented by the law firm of Clements & Pineault. I am relationship or acquainted with Ben Clements, who is one of the principals in that firm. Mr. Clements was affiliation with formerly an Assistant United States Attorney and appeared in front of me in that position when I someone involved. was a United States Magistrate Judge. I also had several telephone conversations with Mr. Clements, who at the time was serving as Counsel to the Governor, at the time of my appointment to the Ethics Commission. Optional: Facts I know Mr. Clements professionally but not personally. The subject represented by indicating there is no Clements & Pineault is represented not by Mr. Clements but by his partner, Mr. Pineault. need for concern about undue favoritism or improper influence. Write an X to confirm X Taking into account the relationship or affiliation that I have disclosed above, I feel this statement. that I can perform my official duties objectively and fairly. Employee signature: Date: 3/21/12 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. REDACTED"}, "06490f98c9dd6ba0e11b8ec532b04b5b5f697daf96a6af48427695b469b1591a": {"id": "06490f98c9dd6ba0e11b8ec532b04b5b5f697daf96a6af48427695b469b1591a", "filename": "2015/Flanagan,_Jennifer_930CMR5.082d2_disclosure_10.14.16.pdf", "year": 2015, "name": "Jennifer L. Flanagan", "title": "", "agency": "Massachusetts Legislature", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED STATE ETHICS COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2016 OCT 14 PM 12: 4 public employee: Jennifer L. Flanagan Title/ Position Massachusetts State Senator Agency/ Department Massachusetts Legislature Agency address: The Statehouse Beacon St. Room 312D Boston, MA 02133 Office phone: 617-722-1230 Office e-mail: jennifer.filanagan@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. XX I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and XX A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for As a board member of Women In Government I am attending the 17th Annual traveling. Southern & 18th Annual Eastern Regional Conference in Bar Harbor, Maine. The subjects to be discussed are varied and include Trends in the Gaming Industry, Education and School- Readiness and Skill Development; Women in Combat; reducing Negative Impact of Lyme Disease; Ensuring Sustainable Fisheries. All of these topics are timely and of enormous interest and concern in the Commonwealth of Massachusetts. Describe your participation in the I will listen and learn from the various experts in these fields as well as share ideas, activity. thoughts and best practices from legislators across the country. Women in Government has provided a great network building and more important, relationship building environment with colleagues from all over our country. If we strive to learn and work together with others it will help us problem solve more efficiently. Date, time and location of activity. September 29- October 1, 2016 Start time: 2:00PM Adjourn: 10:AM The Harborside Hotel 55 West St. Bar Harbor, Maine 04609 Please explain how the All the subjects that will be discussed are not only timely but of enormous interest in activity will promote the the Commonwealth, from gaming to sustainable fisheries and so many others. Any interests of the opportunity to listen and learn from experts and legislators helps me serve my Commonwealth, a county constituency. or a municipality. See above TRAVEL EXPENSES Identify the person or Women In Government organization that 1319 F Street NW, Suite 710 offered to reimburse, Washington D.C. 20004 waive or pay your travel expenses. Address of person or organization. Same as above. Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Delta Airlines- $348.00 Overnight accommodations. Lodging: The Harborside Hotel 55 West St. Bar Harbor, Maine 04609 2 Nights @ $259.00 per night plus 8% tax= $559.44 TOTAL Breakfast, lunch, dinner, special events. Meals: N/A Registration, admission, tickets, etc Admission: N/A Refreshment, instruction, materials, entertainment, etc. Other (please list): N/A Total: $907.44 TOTAL Write an X beside any XX I have attached the relevant itinerary. relevant statement. XX I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption to apply, XX Acceptance of the reimbursement, waiver or payment of travel expenses will serve a check off legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county both statements. or a municipality; AND XX Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Date: Janefa L. Floriga Septuker 20, 2016 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012 WOMEN OVERNMENT hotel September 14, 2016 OFFICE OF SENATOR JENNIFER L. FLANAGAN Room 312D, The Statehouse Boston, MA 02133 Re: Women In Government Conference-Bar Harbor, Maine September 29-October 1, 2016 To Whom It May Concern: Women In Government Foundation, Inc., a 501 (c)(3) non-profit is pleased to offer Senator Flanagan a scholarship to attend our 17th Annual Southern & 18th Annual Eastern Regional Conferences at the The Harborside Hotel, Bar Harbor, Maine from September 29-October 1, 2016. As a Board Member (Member-At-Large: East) the Senator is entitled to a private room at $259/night at 8% tax, approximately $559.44. Please let me know if you require any other information regarding this matter. Jania Maura Sincerely, LaGue Lashe Events Director Women In Government TELEPHONE (202) 333-0825 FAX (202) 333-0875 1319 F STREET NW, SUITE 710 WASHINGTON, DC 20004 WWW.WOMENINGOVERNMENTORG"}, "0651bb115c540248fc125066f04c4c6d1d78a8f4af9df6640b1877646d3af85c": {"id": "0651bb115c540248fc125066f04c4c6d1d78a8f4af9df6640b1877646d3af85c", "filename": "2023/Lewis_Jason_1.9.23_CMR_5,08(2)(d)2.pdf", "year": 2023, "name": "Jason M. Lewis", "title": "", "agency": "Massachusetts Senate", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Jason M. Lewis Title/ Position State Senator Agency/ Department Massachusetts Senate Agency address: 24 Beacon St. Room 511 Boston, MA 02133 Office phone: (617) 722-1206 Office e-mail: Jason.lewis@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I will be joining other Massachusetts legislative officials in traveling to San Miguel, traveling. Azores, and Lisbon, Portugal, to meet with Portuguese and United States officials and discuss issues of importance to Portugal and Massachusetts, including economic development, educational partnerships, maritime security, and green energy initiatives. Describe your participation in the I will meet with Portuguese and United States officials to discuss these issues of activity. mutual interest. Date, time and location January 9 - 17, 2023 of activity. San Miguel, Azores (January 9 - 13) Lisbon, Portugal (January 13 - 17) I will be attending this trip from January 9 to 17, 2023. Please explain how the Massachusetts is home to a large Portuguese-American community, and there are activity will promote the significant economic, cultural, educational, and other issues of mutual interest to interests of the Portugal and Massachusetts. Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that The Luso-American Development Foundation (FLAD) will be paying for in-country offered to reimburse, ground transportation as listed below. waive or pay your travel expenses. The municipality of Ponta Delgada will be paying for some ground transportation and a meal as listed below. I will be personally paying for the costs of my flights, accommodations, and meals except as otherwise indicated below. The amounts listed below reflect estimates of costs that are close to but not $50 or more. For any incidental hospitality listed in the itinerary that is not indicated below, I have determined at this time that any such incidental hospitality is not close to nor will be $50 or more. Address of person or organization. FLAD Rua Sacramento \u00e0 Lapa, 21 1249-090 Lisbon, Portugal The Municipality of Ponta Delgada Praca da Republica 9504-523 Ponta Delgada, Portugal Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: FLAD is covering in-country ground transportation up to a total of \u20ac675.00 ($716.94) for the entire group. With 23 legislative officials on this trip, the per person amount covered by FLAD will be \u20ac29.35 ($31.24). The municipality of Ponta Delgada is covering ground transportation within the municipality up to a total of \u20ac280.80 ($298.21) for the entire group. With 23 legislative officials on this trip, the per person amount covered by the municipality will be \u20ac12.21 ($13.00). Overnight accommodations. Lodging: Breakfast, lunch, dinner, special events. Meals: The municipality of Ponta Delgada will be paying for a meal for a total cost of \u20ac720.00 ($764.65) for the entire group. With 23 legislative officials on this trip, the per person amount covered by the municipality will be \u20ac31.30 ($33.31). Registration, admission, tickets, etc. Admission: Refreshment, instruction, materials, entertainment, etc. Other (please list): FLAD: \u20ac29.35 ($31.24) Total: The Municipality of Ponta Delgada: \u20ac43.51 ($46.31) Write an X beside any _X_ I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county check off or a municipality; AND both statements. X Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Jason Lewis Date: January 9, 2023 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Monday, January 9: 9:20pm (EST): Departure from Logan Airport, Terminal E (BOS > PDL) Azores Airlines Flight S4 224 Please check-in for flight at least 3 hours in advance Tuesday, January 10: Attire: Business casual (evening) 6:15am (GMT-1): Arrival to Ponta Delgada Airport Pope Jo\u00e3o Paulo II Airport/Hotel transfer will be provided Check-in to the Azores Grand Hotel https://www.bensaudehotels.com/en/grandhotelacoresatlantico Morning at leisure 12:30pm: Visit and lunch at Nonagon Technology Park 4:00pm: Reception at the Jose do Canto Palace and Gardens Hosted by the Count of Albuquerque, Augusto Athayde 7:00pm: Dinner Solar da Gra\u00e7a Includes traditional folkloric entertainment Wednesday, January 11 Attire: Business formal 9:15am: Visit with the Regional Government of the Azores, Pal\u00e1cio Sant Ana Meeting with His Excellency, President Jos\u00e9 Manuel Bolieiro 10:30am: Visit and tour the University of the Azores Meeting with Rector, Susana Mira Leal, faculty, staff, and students 12:00pm: Lunch 2:00pm: Tour historic religious sites of Santo Cristo Sanctuary and Hassamaim Synagogue 6:00pm: Reception at City Hall with Mayor, Pedro Nascimento Cabral 7:00pm: Dinner With Mayor Cabral and local business leaders Thursday, January 12 Attire: Casual 9:00am: Bus tour of historic and cultural sites around the island of San Miguel"}, "0660fdfee39076cb5a2d762722e49e37967d26cd667619044224cd4c6a270e23": {"id": "0660fdfee39076cb5a2d762722e49e37967d26cd667619044224cd4c6a270e23", "filename": "2014/ColeholMichael.pdf", "year": 2014, "name": "Michael Coelho 2014 MAY -8 8 PM 4:23", "title": "", "agency": "Executive Office of Public Safety and Security", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Michael Coelho 2014 MAY -8 8 PM 4:23 Title or Position: Assistant Secretary of Policy and Planning State Agency: Executive Office of Public Safety and Security Agency Address: Room 2133 One Ashburton Place Boston, MA 02108 Office Phone: 617-274-5536 Office E-mail: mcoelho@massmail.state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Strategic Planning related to $4 million in federal Edward Byrne/ Justice Assistance Grant funding the Office of Grants and Research, under the Executive Office of Public Safety and Security, must E.g., a judicial or other distribute proceeding, application, submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required My role is to engage stakeholders to pilot evidenced based programming and activities across the participation in the criminal justice system, assess need across various systems, and to participate and make final particular matter: recommendations to the Secretary on the amount to be set aside for each system (Prosecution, E.g., approval, House of Correction/ Department of Correction, Judiciary, Law Enforcement, DYS/ Juvenile disapproval, decision, recommendation, Probation) rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest $4 million to fund various branches of the criminal justice system, including possibly up to $1 million in the matter for the Judiciary/ Probation Employee signature: Midul Callo Date: 3/3/114 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Andrea Cabral Authority: Title or Position: Secretary Agency/Department: Executive Office of Public Safety and Security Agency Address: Room 2133 One Ashburton Place Boston MA 02108 Office Phone: 617-727-7775 Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: again Date: 3/31/14 Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "066171a4644b17bed391373c896edb090d8800d9c207358872cd0b817873b382": {"id": "066171a4644b17bed391373c896edb090d8800d9c207358872cd0b817873b382", "filename": "2017/Sansoucy,_George_7.6.17_-_6_-3.pdf", "year": 2017, "name": "George E. Sansoucy 2017 JUL -6 PM 4: 23", "title": "", "agency": "Massachusetts Department of Revenue", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, \u00a7 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: George E. Sansoucy 2017 JUL -6 PM 4: 23 Title or Position: Outside Expert Appraiser State Agency: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 603-788-4000 Office E-mail: gsansoucy@sansoucy.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other I work as an outside expert assessor for the Department of Revenue for the proceeding, application, submission, request Commonwealth of Massachusetts (\"DOR\"). In that capacity, I make recommendations for for a ruling or other the valuation of telecommunication property that is subject to the provisions of the \"central determination, contract, valuation statute\" set forth at G.L. C. 59, \u00a7 39. I additionally provide expert witness claim, controversy, services on behalf of the DOR concerning my recommended valuations. charge, accusation, arrest, decision, determination, or finding. My valuations affect every municipality in the Commonwealth of Massachusetts, including the Town of Shutesbury, MA. Your required participation in the Appraisal services through my company, George E. Sansoucy, P.E., LLC particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter My company's potential future employment is with the Town of Shutesbury. George E Sansoucy PE, LLC is anticipating a contract with the Town of Shutesbury. The scope of services will involve an appraisal and consulting services relating to the negotiations and development of a PILOT agreement for a proposed wind project located in the Town of Shutesbury, MA. I believe this work will not negatively impact the central valuation telephone property work performed for Mass DOR. Pursuant to G.L. C. 59, \u00a7 39, municipalities are required to use the DOR's central valuation of telecommunication property for local taxation purposes. Accordingly, municipalities in the Commonwealth, including the Town of Shutesbury, often have an interest in the outcome of my work for the DOR. Employee Signature:. Georgi Fansoucy Date: May 30, 2017 DETERMINAION BY APPOINTING OFFICIAL APPOINTING INFORMATION Name of Appointing Authority: Marcel L. Vernon, Su, Title or Position: Deputy Commissioner of Financial Services &CFO Agency/Department: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 617-626-3515 Office E-mail vevnonma@dov.state.ma.us DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6. I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. 1 am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to Appointing Authority signature: Date: Cump affect the integrity of the services which the Commonwealth may expect from the employee. Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 1266819.1 07685-000 1295988.1 07685-000"}, "0662a18afb4169b2e833e68e4bd2de5eab5663c93431f46b52a4896fbfab2a88": {"id": "0662a18afb4169b2e833e68e4bd2de5eab5663c93431f46b52a4896fbfab2a88", "filename": "2019/Fenton,_Sarah_2.28.19.pdf", "year": 2019, "name": "Sarah Fenton", "title": "", "agency": "Department of Youth Services", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST !N A CONTRACT TO PROVIDE SOCIAL SERVICES RECEIVED PURSUANT TO 930 CMR 6.07 STATE STATE EMPLOYEE INFORMATION 2019 FER 21 Name of state Sarah Fenton employee: Title/ Position: Clinical Social Worker C Agency/Department: Department of Youth Services Agency Address: 60 Hodges Avenue Taunton MA 02780 Office phone: 508-828-3876 Office e-mail Sarah.E.Fenton@state.ma.us I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or - To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please Identify the state agency and also the Executive Office it is in, if applicable. 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. Justice Resource Institute (Butler Center) 288 Lyman Street Westborough MA 01581 Please identify the state agency that funds the provider or organization, and also the Executive Office it is in, if applicable. Department of Youth Services 3) Service to a person or persons I will provide personal services directly to a person or persons who receive services from, or have services paid for by, a state agency listed above. Please identify the state agency that provides services to, or pays for services for, the person or persons, and also the Executive Office it is in, if applicable. Please describe the Please provide information about the type of personal or educational services you will provide. services you will Please do not include the name of any individual who receives services. provide. I will teach and lead a group of clients on the basics of skincare education, using mindfulness, meditation and DBT. This group will give clients a hands-on approach to taking care of their faces, hands and feet while reinforcing the principals of DBT. What will you be Please include a dollar amount, if possible. paid, or what other financial interest will you have? The fee is $300 per group session. Employee signature Date: Sarah 1/25/19 Zenton APPROVAL BY AGENCY YOU SERVE AS A STATE EMPLOYEE Name and title of appointing authority Dept of youth Senius Retu Forbes, Commissioner Office phone 617-960-3304 Office e-mail Peta.j.Fasis@state.mi.us Signature by By signing here, I indicate that I have reviewed the facts that the state employee has appointing authority disclosed above and approve the arrangement proposed by the state employee."}, "066c9060e3060ddd2ab2bd7551e2cf8f5285656079ec10d21359a21c78a19650": {"id": "066c9060e3060ddd2ab2bd7551e2cf8f5285656079ec10d21359a21c78a19650", "filename": "2017/Kane,_Hannah_6A_1.23.17.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, $ 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L C. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Hannah E. Kane official: Public official State Representative position: Public office State House, Room 236 address: Boston, MA 02133 Office Phone: 617-722-2430 Office E-mail: Hannah.Kane@mahouse.gov. I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved. As a committee member and as a state representative from Shrewsbury my compensation may be adjusted. Public official's signature: Plue.kee Date: 1/23/17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "06705f7d871ce67debd5c57aba1717e8ae58535f4047a7f943704437bd926d14": {"id": "06705f7d871ce67debd5c57aba1717e8ae58535f4047a7f943704437bd926d14", "filename": "2025/Henry,_Melissa_930CMR6.07_disclosure_1.16.25.pdf", "year": 2025, "name": "Melissa O. Henry, Psy.D. 2025 JAN 16 AM 24", "title": "", "agency": "Department of Mental Health", "content": "DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SOCIAL SERVICES PURSUANT TO 930 CMR 6:07CEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name of state Melissa O. Henry, Psy.D. 2025 JAN 16 AM 24 employee: Title/ Position: Forensic Psychologist Agency/Department: Department of Mental Health Agency Address: 25 Staniford Street, Boston MA 02114 Office phone: 508-454-0751 Office e-mail Melissa.o.henry@mass.gov I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. University of Massachusetts Chan Medical School Psychiatry Department 55 Lake Avenue Worcester, MA 01655 Please identify the state agency that funds the provider or organization, and also the Executive Office it is in, if applicable. Department of Mental Health Executive Office of Health and Human Services 3) Service to a person or persons I will provide personal services directly to a person or persons who receive services from, or have services paid for by, a state agency listed above. Please identify the state agency that provides services to, or pays for services for, the person or persons, and also the Executive Office it is in, if applicable. Please describe the Please provide information about the type of personal or educational services you will provide. services you will Please do not include the name of any individual who receives services. provide. As a consultant, I will provide Forensic evaluation services to the University of Massachusetts Medical School (University) at Worcester Recovery Center and Hospital (WRCH) and Tewksbury State Hospital. These services will include Forensic Evaluations pursuant to M.G.L. Chapter 123, and other evaluations as requested by UMMS, as well as court testimony if required. The University of Massachusetts Medical School Director of the Mobile Forensic Evaluation Service will determine the need for these evaluations. What will you be Please include a dollar amount, if possible. paid, or what other Approximately 4 - 10 evaluations over a 12-month period at a rate of $1000 - $2,400 per financial interest will evaluation, dependent on the need as determined by the University of Massachusetts you have? Medical School Director of the Mobile Forensic Evaluation Service Employee signature Date: APPROVAL BY AGENCY YOU SERVE AS A STATE EMPLOYEE Name and title of Karin D. Towers, J.D., Ph.D., ABPP (Forensic) appointing authority Interim Area Forensic Director Central MA NancyConnolly,PoyD ,Connolly, PsyD Office phone (617) 356-5664 617-626-8258 Office e-mail karin.towers@mass.gov nancy.conaolly@mass.gov. Signature by By signing here, I indicate that I have reviewed the facts that the state employee has appointing authority disclosed above and approve the arrangement proposed by the state employee. Date: Nancy Connolly, PsyD 12/17/24 APPROVAL BY AGENCY THAT MADE THE CONTRACT (IF DIFFERENT) Name and title of Andrea Dinsmore, PsyD, DFP, ABPP person giving Director, University of Massachusetts Chan Medical School Mobile Forensic Service approval at the state agency that made the contract Office phone (774)420-3119 Office e-mail andrea.dinsmore@mass.gov Signature by person By signing here, I indicate that I have reviewed the facts that the state employee has giving approval disclosed above and approve the arrangement proposed by the state employee. Date: 11.21.24 Attach additional pages if necessary. File with: State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Form revised February, 2012"}, "06892e8cc7cf23b3867dd02bdcc1dfca081de277c3da42e2653c33423c46e1e5": {"id": "06892e8cc7cf23b3867dd02bdcc1dfca081de277c3da42e2653c33423c46e1e5", "filename": "2016/WelchJames12.1.16.pdf", "year": 2016, "name": "James T. Welch", "title": "", "agency": "Senate", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A SION AS REQUIRED BY 930 ELECTED PUBLIC EMPLOYEE INFORMATION DEC PM 2: 13 Name of elected James T. Welch public employee: Title/ Position State Senator Agency/ Department Senate Agency address: State House, Room 309 Boston, MA 02133 Office phone: 617-722-1660 Office e-mail: james.welch@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity The Reforming States Group is a bipartisan group of heath care policy experts from which is the reason for the executive and legislative branches of several states. The group is convening for a traveling. meeting in Miami to share information and discuss problems and solutions in health care policy. Describe your I will participate in meetings and discussions regarding health care policy. participation in the activity. Date, time and location December 5-7, 2016 of activity. Sonesta Coconut Grove Hotel 2889 McFarlane Road Miami, FL Please explain how the This meeting will inform my work as the Senate Chair of the Joint Committee on activity will promote the Health Care Financing. interests of the Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or Milbank Memorial Fund organization that offered to reimburse, waive or pay your travel expenses. Address of person or 645 Madison Avenue, 15th Floor organization. New York, NY 10022 Provide information in as much detail as Itemization and explanation of amounts offered: possible: $196.20 round-trip flight Transportation: $182/night for 2 nights + tax Lodging: $300 total for 3 days Meals: Admission: Other (please list): Total: $590.20 Write an X beside any I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption X Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county check off or a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Janes T. wela Date: 12/1/16 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised February, 2012 The Reforming Milbank/Memorial Fund States Group Leaders in Health Reform from the States Reforming States Group (RSG) Miami Pre-Conference How Can States Improve Care for Older Adults with Complex Needs? State Policy Priorities for Improving Care Sponsored by the Reforming States Group in Collaboration with the Milbank Memorial Fund Sonesta Coconut Grove, Miami, Florida December 5, 2016 AGENDA Monday, December 5 12:00 P.M. Buffet Lunch - Biscayne Ballroom 12:30 Welcome and Introduction of Session Nick Macchione, Vice Chair, RSG Steering Committee Director and Deputy Chief Administrative Officer, County of San Diego Almost 5 million Medicaid beneficiaries use long-term services and supports (LTSS) and more than 10 million Americans are dually eligible for both Medicaid and Medicare benefits. To support a growing population of aging adults as well as adults with disabilities, states are looking for solutions to provide high quality and cost-effective health care options. Two policy issues of major importance to the aging population drive many policy activities: rebalancing LTSS spending to community-based care and integrating Medicare and Medicaid for individuals covered under both programs. Federal Medicaid law requires states to provide institutional LTSS (long-term or custodial nursing home placement) for individuals over age 21, whereas most home and community-based services are optional, creating a bias for providing services in an institutional setting. Per capita costs for nursing facility services are often more expensive and are rarely the preferred setting for beneficiaries, which can have an adverse impact on their quality of life. However, states have shifted the balance of LTSS expenditures from only 18 percent for home and community- based services in 1995 to 51.3 percent in 2013 - just over half. Individuals dually eligible for Medicare and Medicaid are among the highest-cost enrollees in either program. The lack of coordination between these two programs creates challenges for beneficiaries who must navigate fragmented"}, "0690eed6eab51c5f43157edc557881c54559514e361ecb770f4a79135a19f5c6": {"id": "0690eed6eab51c5f43157edc557881c54559514e361ecb770f4a79135a19f5c6", "filename": "2019/Scales,_Lee_Ann_5.23.19_-_6.pdf", "year": 2019, "name": "Lea Ann Scales", "title": "", "agency": "", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE EMPLOYEE INFORMATION Name: Lea Ann Scales Title or Position: Vice President of Enrollment and Public Affairs State Agency: Mount Wachusett Community College Agency Address: 444 Green Street Gardner, MA 01440 Office Phone: 978-639-9320 Office E-mail: Lscales2@ My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other My college age son would like to apply for a seasonal position: Upward Bound Math Science proceeding, application, (UBMS) Residential Assistant. submission, request for a ruling or other This position would report to the Director of Upward Bound Math Science & North Central Mass determination, contract, Talent Search. claim, controversy, charge, accusation, arrest, decision, The Director referenced above reports to the Senior Director of College Access determination, or finding. The Senior Director referenced above reports to the Assistant Dean of K-12 Partnerships & Civic Engagement. The Assistant Dean referenced above reports to me. The seasonal UBMS Residential Assistant position is part of a summer program MWCC runs on the Fitchburg State University campus. My office is located on MWCC's main campus Gardner. MAY 23 AMII:00 00 ETHICS COMMISSION RECEIVED Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: I normally do not participate in the hiring of this seasonal residential position and historically have not. As vice president that oversees the division, I would typically sign off on the hiring after the E.g., approval, search process is completed and an offer has been offered and accepted. I would have to recuse disapproval, decision, myself from this step and my appointing authority could assign this to someone else. recommendation, rendering advice, In the past, in my role as vice president and member of the leadership team, I have signed off on investigation, other. budgets submitted with our grant proposal for UBM&S, but that was before I knew that a family member might apply. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter The seasonal position, according to the posting, is $3000 for the entire program, which runs June 17, 2019 - August 2, 2019. Employee signature: Date: Jan AnScales 5.14.19 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing James Vander Hooven Authority: Title or Position: President, Mount Wachusett Community College Agency/Department: Agency Address: Office Phone: Office E-mail DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: James 5/14/19 Vander Hooven Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "06a576d78cf83749ceda693790ec92e5953190e80d9bcacde4171826f6d3eb7e": {"id": "06a576d78cf83749ceda693790ec92e5953190e80d9bcacde4171826f6d3eb7e", "filename": "2025/Keenan,_John_section_23_disclosure_5.15.25.pdf", "year": 2025, "name": "John F. Keenan", "title": "", "agency": "Massachusetts State Senate", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: John F. Keenan Title or Position: State Senator Agency/Department: Massachusetts State Senate Agency address: Massachusetts State House 24 Beacon Street, Room 413-F Boston, MA 02133 Office Phone: 617-722-1494 Office E-mail: John.Keenan@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before During the 2025-2026 legislative session, the Senate will consider several bills affecting you for action or the real estate industry. decision. What responsibility do you have for As a member of the Senate, I may review, consider, publicly comment on, vote on, and taking action or take other actions on legislation and other matters that may impact the real estate making a decision? industry. Explain your relationship or I own and manage residential rental property as a landlord. affiliation to the person or organization. How do your official My official actions or decisions could affect policy areas in which members of the real actions or decision estate industry have interests, including, but not limited to, landlord-tenant policy. While matter to the person no current conflicts of interest exist, out of an abundance of caution, I am filing this or organization? disclosure to dispel any appearance of a conflict. Optional: Additional facts - e.g., why there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, _X_ Taking into account the facts that I have disclosed above, I feel that I can perform my you should official duties objectively and fairly. recuse yourself. Employee signature: John FiKeenan Date: May 15, 2025 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}, "06a6dff2a93caa8cee0f9932c2f76ee14f7566baf107f5888c236153b93dc756": {"id": "06a6dff2a93caa8cee0f9932c2f76ee14f7566baf107f5888c236153b93dc756", "filename": "2013/Brownsberger,_William_930_CMR_5.083b_1.22.13.pdf", "year": 2013, "name": "WilliAM N. BrownsBERGER", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT STATE RECEIVED ETHICS COMMISSION SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(3)(b) 2013 JAN 22 PM 2: 01 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: WilliAM N. BrownsBERGER Title/ Position SENATOR Office: 413C Office address: State House Room, 413C Boston, MA Office phone: 617-722-1280 Office E-mail: I William.Brownsberger@masenat.gom am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. DANCE for A Cure of Prostrate Cancer Describe your participation in the Member of the Hunorary Committee event. & guest Date, time and location of event. Sat. February 2,2013 6:30 The Westin Hutel, 110 Huntington Ave. EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that offered to reimburse, AdMe Tech Foundation pay or waive expenses. MALE ashad Address of person or organization. 4 Longfellow Place, Suite 3802 Boston, MA 02114 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Admission: Admission, tickets, etc. $ 250 Other (please list): Refreshment, entertainment, etc. Total: $ 250 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the activity will promote the interests of the Further awareness of medical Commonwealth, a county or a municipality. advances in the detection of prostrate cancer Employee signature: desuR Date: 1/23/2012 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Form revised February, 2012"}, "06aa6af449ec1855140b567128ab9c378ba945651be1e0315b3bfb9ec9a70ff6": {"id": "06aa6af449ec1855140b567128ab9c378ba945651be1e0315b3bfb9ec9a70ff6", "filename": "2013/Candaras,_Gale_section_23_disclosure_2013-02-06.pdf", "year": 2013, "name": "", "title": "", "agency": "", "content": "The Commonwealth of Massachusetts RECEIVED ENSE PETIT QVIETEM STATE ETHICS COMMISSION MASSACHUSETTS SENATE 2013 FEB 15 AM 9: 12 CONACIDAM Chair ECONOMIC DEVELOPMENT SENATOR GALE D. CANDARAS, EsQ. AND EMERGING TECHNOLOGIES First Hampden and Hampshire District Vice Chair STATE HOUSE, ROOM 309 JUDICIARY Boston, MA 02133-1053 TEL. (617) 722-1291 District Office FAX (617) 722-1014 17 MAIN STREET GALE.CANDARAS@MASENATE.GOV WILBRAHAM, MA 01095 TEL. (413) 599-4785 www.MASENATE.GOV FAX (413) 596-3779 February 6, 2013 Karen L. Nober Executive Director State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Ms. Nober: On February 6, 2013, upon request, I wrote a letter of recommendation for my constituent Thomas M. Ashe, for the position of Program Manager for the Western Region of the Department of Youth Services. Please accept this disclosure pursuant to the provisions of G.L. c. 268A sec. 23(b)(3). Sincerely, Gale GaleD.Candaras Gale D. Candaras State Senator"}, "06b20752fb534b03410fe8629643eb2015b72b2b80eb4980fe38c40cccd2df3c": {"id": "06b20752fb534b03410fe8629643eb2015b72b2b80eb4980fe38c40cccd2df3c", "filename": "2018/Gabovitch,_Elaine_2.23.18_-_CM_R_5.08(4)(c).pdf", "year": 2018, "name": "", "title": "", "agency": "", "content": "DISCLOSURE BY PUBLIC EMPLOYEE OF AN HONORARIUM RELATED TO A LEGITIMATE SPEAKING ENGAGEMENT RECEIVED AS REQUIRED BY 930 CMR 5.08(4)(c) STATE ETHICS COMMISSION PUBLIC EMPLOYEE INFORMATION 2018 FEB 23 AM 10: 56 Your Name Elaine Gabovitch Public Title/ Position Director, Division for Children & Youth with Special Health Needs Agency Massachusetts Department of Public Health, Bureau of Family Health & Nutrition Agency Address: 250 Washington Street Boston, MA 02108 Office Phone 617-994-9815 Office E-mail Elaine.Gabovitch@state.ma.su I am disclosing that I have been invited to participate in a legitimate speaking engagement and will accept an honorarium. LEGITIMATE SPEAKING ENGAGEMENT PLEASE CONFIRM THAT YOU MEET EACH REQUIREMENT BY WRITING AN X NEXT TO IT. Write an X to confirm each The speaking engagement is a \"legitimate speaking engagement\" because it: statement. Is formally scheduled on the agenda of a meeting, conference or event; If you cannot check Is scheduled in advance of my arrival at the meeting, conference or event; off each statement, you cannot use this Is before an organization that normally would have outside speakers or panelists address exemption. its members at such meeting, conference or event; Significantly contributes to the meeting, conference or event. Identify the meeting, I have been invited to be the Keynote Speaker at the South Asian Autism Awareness conference or event Center's (SAAAC) inaugural conference \"Culture Counts - Culturally Responsive Autism where you are Support in Research and Practices\" that will take place on March 2, 2018 in speaking or attach a Scarborough, Ontario, Canada. http://saaacsummit.com/conference.html written description Note: To avoid any perceived conflict of interest, the conference promotes my keynote presentation under my role as Adjunct Instructor at UMass Medical School-Shriver Center. My biography mentions my current employment at MDPH, but does not associate the talk with my official Istate position. HONORARIUM Identify the person or organization that is Southeast Asian Autism Awareness Centre paying the honorarium Address of person or organization. SOUTH ASIAN AUTISM AWARENESS CENTRE 705 Progress Ave Unit 43-44, Scarborough, ON, Canada M1H-2X1 I 416.824.8847 I info@saaac.org Please identify the The conference is co-sponsored by several Canadian organizations: sponsor of the event Sick Kids Foundation (if different) Autism Speaks Canada AutismOntario http://saaacsummit.com/conference.html Address of the sponsor (if different) See above. Amount of the $547 includes reimbursement for my plane ticket and taxi service to and from my home honorarium and Logan Airport, as to and from the airport in Toronto and hotel, and to and from the hotel and the conference venue. It also reimburses my meal costs. SAAAC will cover hotel directly. Write an X to PLEASE CONFIRM THAT YOU MEET EACH REQUIREMENT BY WRITING AN X NEXT TO IT. confirm each statement. I certify that: Offering an honorarium is customary to the practice of the entity awarding it. If you cannot check The honorarium is being offered voluntarily, and I did not solicit it. off each statement, you may not accept Delivering the speech is not part of my official duties as a p\u00fablic employee; the honorarium. I did not use resources associated with my public position in preparing the speech; I did not use public time to prepare or deliver the speech; and I have not had dealings with the sponsor of the event or the person or organization giving me the honorarium in the course of my official duties as a public employee, and do not reasonably expect to have such dealings. Employee signature Unive m. Holenitch Date 2/23/18 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the Senate or House Clerk or the State Ethics Commission. Elected municipal employee - file with the city or town clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Judges and other judicial branch employees -- file with the Chief Justice of your court or his or her designee. Appointed or non-elected state, county or municipal employees - file with your appointing authority. Form revised April 2015"}, "06b65eb74b1a1dbeae3700155b1fc4c5d76ffb01c1d1793464ad7c235ece1e8d": {"id": "06b65eb74b1a1dbeae3700155b1fc4c5d76ffb01c1d1793464ad7c235ece1e8d", "filename": "2017/Sanchez,_Jeffrey_6A_1.24.17.pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "1/24/17 DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, \u00a7 1) 9:2/AM OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, \u00a7 6A PUBLIC OFFICIAL INFORMATION Name of public Jeffrey S\u00e1nchez official: Public official State Representative position: Public office State House, Room 236 address: Boston, MA 02133 Office Phone: 617-722-2430 Office E-mail: Jeffrey.sanchez@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a committee member and as a state representative from Jamaica Plain, Boston my compensation may be adjusted. Public official's signature: Date: R 1-24-17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "06be514375c0a8895110a861100bac49a33044edf6b6360098519fcf2b4cb3a8": {"id": "06be514375c0a8895110a861100bac49a33044edf6b6360098519fcf2b4cb3a8", "filename": "2014/Grossman,_Steven_section_23_disclosure_2014-12-08.pdf", "year": 2014, "name": "", "title": "", "agency": "", "content": "The Commonwealth of Massachusetts ETHICS PETIT Department of the State 2014 Treasurer 13 State House Boston, Massachusetts 02133 Steven Grossman Treasurer and Receiver General December 8, 2014 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 RE: G.L. Chapter 268A \u00a723(B)(3) Dear Ethics Commission: As previously described in a letter dated February 14, 2011 from Deidre Roney. General Counsel of the State Ethics Commission to me, I own approximately 50% of Grossman Marketing Group (\"GMG\"), a Subchapter S corporation. As part of this letter. Ms. Roney addressed whether GMG doing business with certain state entities presented a conflict of interest. In particular, among other matters, the letter addressed whether GMG could do business with members of the Massachusetts Higher Education Consortium (\"MHEC\"). which includes various entities within the University of Massachusetts system. state universities, and community colleges. In this letter, Ms. Roney determined that, due to the fact that I, as State Treasurer and Receiver-General, do not have official responsibility over the actions of the Massachusetts State College Building Authority within the meaning of Section 7(b) of Chapter 268A, an exemption may apply, so long as the other requirements were met. The letter determined that, provided that the other requirements of that section are met. I was not prohibited by Section 7 from having a financial interest in a contract between Grossman Marketing Group and Bridgewater State University, Fitchburg State University. Framingham State University, Mass. College of Art & Design, Mass. Maritime Academy. Salem State University, Westfield State College, or Worcester State University. As part of this letter, Ms. Roney referenced that I should provide a Section 23(B)(3) disclosure of my financial interest in certain GMG contracts with certain Massachusetts State College Building Authority (\"MSCBA\") related entities. Accordingly, 1 am making this formal disclosure consistent with this letter and guidance. In particular, 1 am making this disclosure pursuant to G.L. c. 268A, \u00a723 (b)(3) in order to dispel any appearance of a potential conflict of interest occasioned by my financial interest in GMG and its ongoing contracts with MHEC. As discussed above, I maintain a financial interest in GMG. owning approximately 50% of the corporation, but have resigned from an active role in Phone: 617.367.6900 Office: State House, Room 227, Boston, MA 02133 Web: www.mass.gov/treasury PRINTED ON RECYCLED PAPER management of the company. Furthermore, for purposes of this disclosure only, 1 have been informed by counsel that in the past and presently, as to the eight MSCBA institutions listed above, in the last four years GMG has earned revenue only from Westfield State College, in the amounts of $7,577 in 2011, $1,893 in 2012, $8,765.77 in 2013 and $3,839 in 2014, from Framingham State University in the amount of $1,267.50 in 2013, and from Fitchburg State University in the amount of $1,267.50 in 2013. In my role as Treasurer and Receiver-General, my office has been asked to give approval to a bond issuance by the MSCBA. Specifically, we have been asked to approve the sale of the MSCBA's Project and Refunding Revenue Bonds, Series 2014B, 2014C and 2014D. As specifically addressed in the February 14th letter, I do not have any official responsibility for this bond issuance. However, as described in the February 14th letter. the Office of the State Treasurer is required by statute to provide approval to the terms and sale of certain bonds issued by the MSCBA. This letter represents a disclosure of certain financial interests and business relationships related to MHEC and GMG. Consistent with the February 14, 2011 letter and my ongoing obligations under Chapter 268A, I will provide further and more comprehensive disclosures as appropriate and as required in the future. Sincerely, Steven Grossman Treasurer and Receiver General Cc: Cathy M. Judd-Stein"}, "06c4cbe367c7e1ca1c2286b234a4d34cf5f575026b8f1d255f3596ae5d2a8313": {"id": "06c4cbe367c7e1ca1c2286b234a4d34cf5f575026b8f1d255f3596ae5d2a8313", "filename": "2013/Patrick,_Deval_930CMR5083b_disclosure_7.16.13.pdf", "year": 2013, "name": "Deval L. Patrick", "title": "", "agency": "", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT ECEIVED SERVING A LEGITIMATE PUBLIC PURPOSE TATE ETHICS COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 2013 JUL 16 PM I2: 04 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Deval L. Patrick Title/ Position Governor Office: Office of the Governor Office address: State House Room 360 Boston, MA 02133 Office phone: (617) 725-4000 Office E-mail: Kate Cook, Kate.Cook@state.ma.us I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. MassEquality Icon Awards Describe your participation in the Accepted an award and provided brief remarks. event. Date, time and location of event. February 28, 2013 7:00 PM - 8:30 PM Fairmont Copley Plaza, Oval Room, Boston EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that MassEquailty offered to reimburse, pay or waive expenses. Address of person or organization. 5 Broad Street, 3\u02b3\u1d48 Floor, Boston, MA 02109 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Dinner Admission: Admission, tickets, etc. $175 Other (please list): Refreshment, entertainment, etc. Total: $175 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the activity will promote the interests of the MassEquality is a grassroots advocacy organization working to ensure that everyone Commonwealth, a county across Massachusetts can live without discrimination and oppression based on sexual or a municipality. orientation, gender identity and expression. Employee signature: Kato Cool by Kate Cook, Chief Legal Counsel to the Governor, designated to file on behalf of Governor Patrick Date: 7/16/13 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Form revised February, 2012 DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT RECEIVED SERVING A LEGITIMATE PUBLIC PURPOSE STATE ETHICS COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 2013 JUL 16 PM 12: 04 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Deval L. Patrick Title/ Position Governor Office: Office of the Governor Office address: State House Room 360 Boston, MA 02133 Office phone: (617) 725-4000 Office E-mail: Kate Cook, Kate.Cook@state.ma.us I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. UpLIFTed Awards Describe your participation in the Attendee and Honorary Chair event. Date, time and location of event. March 28, 2013 6:30 PM - 8:00 PM The State Room, 60 State Street, Boston EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that UpLIFTed offered to reimburse, pay or waive expenses. Address of person or organization. 366 Somerville Avenue, Somerville, MA 02143 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Dinner Admission: Admission, tickets, etc. $100 Other (please list): Refreshment, entertainment, etc. Total: $100 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Please explain how the activity will promote the The upLIFTed Award Celebration recognizes the achievements of courageous and interests of the Commonwealth, a county inspiring individuals who demonstrate an uncommon commitment to social justice and or a municipality. an extraordinary ability to affect change and unite people, organizations, sectors, and policy makers. Employee signature: Kate woh by Kate Cook, Chief Legal Counsel to the Governor, designated to file on behalf of Governor Patrick Date: 7/16/13 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Form revised February, 2012"}, "06eb97d918cfa2a1d38ed9e0591a63a9c7b21ca965e4c1fcc00e51ebf8157d5f": {"id": "06eb97d918cfa2a1d38ed9e0591a63a9c7b21ca965e4c1fcc00e51ebf8157d5f", "filename": "2013/Dowling6.10.13.pdf", "year": 2013, "name": "Joanna Dowling", "title": "", "agency": "", "content": "DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, \u00a7 7(d) STATE RECEIVEMMISSION SPECIAL STATE EMPLOYEE INFORMATION Name of special 2013 JUN 10 AM 9:38 state employee: Joanna Dowling I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position member of the MWIB If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. The custom GROUP, INC 30 Nashua street WOBURN MA 01801 State Agency/ Department: mass This is \"my workforce State Agency.\" investment Board Association Agency Address: 40 Court street, Suite 1150 Boston MA 02108 Office phone: 617-263-3388 Office e-mail: jennifer.james@state.ma.us Check one: Elected or Non-elected Starting date as a october 2012 special state employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE 1 am an elected special state employee. Select either STATEMENT #1: I had a financial interest in a contract made by a state agency before I was STATEMENT #1 or elected to a compensated special state employee position. I will continue to have this financial STATEMENT #2. interest in a state contract. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: Write an A compensated, non-elected position with a state agency. by your financial A contract between a state agency and myself. interest. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. BOX #2 NON-ELECTED SPECIAL STATE EMPLOYEE I am a non-elected special state employee (compensated or uncompensated). STATEMENT #1: I had a financial interest in a contract made by a state agency, other than an Select either employment contract, before I took a non-elected, compensated special state employee STATEMENT #1 or position. I will continue to have this financial interest in a state contract. STATEMENT #2. My financial interest in a contract made by a state agency is: A contract between a state agency and myself, but not an employment contract. Write an by your financial A financial benefit or obligation because of a contract that a state agency has with another interest. person or with a company or organization. OR STATEMENT #2: I will have a new financial interest in a contract made by a state agency. My financial interest in a contract made by a state agency is: A compensated, non-elected position with a state agency. A contract between a state agency and myself. A financial benefit or obligation because of a contract that a state agency has with another person or with a company or organization. Other work because a state agency has a contract with my company or organization and I am a \"key employee\" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular. FINANCIAL INTEREST IN A STATE CONTRACT Name and address DCS : commcorup - workforce training fund This is the \"contracting agency.\" of state agency that made the contract programs and Express grant programs. Write an X to confirm In my work as a special state employee for my State Agency, I do not participate in or have this statement. official responsibility for any of the activities of the contracting agency. ANSWER THE QUESTION IN THIS BOX FILL IN IF THE CONTRACT IS BETWEEN THE STATE AGENCY AND YOU. THIS BOX OR - Please explain what the contract is for. THE NEXT BOX The contract IS between the workforce custom group, custom Aeeospace components training tund - DCS /commcorp and the custom machine, LLC for training purposes CMT as a training provider."}, "06fa8f00909ef0f5cac413bf826360a918cd7880c5553294b2bc8d71fda37df5": {"id": "06fa8f00909ef0f5cac413bf826360a918cd7880c5553294b2bc8d71fda37df5", "filename": "2017/Rogers,_David_2.15.17_6A_Cv.Ltr..pdf", "year": 2017, "name": "", "title": "", "agency": "", "content": "Meli Omodei, Theresa (ETH) From: Roney, Deirdre (ETH) Sent: Wednesday, February 15, 2017 4:08 PM To: Meli Omodei, Theresa (ETH) Subject: FW: Ethics: Section 6A Disclosure Attachments: 20170215160459260.pdf Deirdre Roney General Counsel State Ethics Commission One Ashburton Place, Rm 619 Boston, MA 02108 (617) 371-9509 deirdre.roney@state.ma.us From: Mathews, Jennifer (HOU) [mailto:jennifer.mathews@mahouse.gov] Sent: Wednesday, February 15, 2017 4:07 PM To: Roney, Deirdre (ETH) Cc: Wilson, David (ETH); Kennedy, James C (HOU) Subject: Ethics: Section 6A Disclosure Hi Deirdre, Attached please find a Section 6A disclosure, which we are filing on behalf of Rep. Dave Rogers. Please let me know if you have any questions. Sincerely, Jen Jennifer Mathews Associate Counsel Massachusetts House of Representatives State House, Room 139 Boston, MA 02133 (617) 722-2360 This transmittal may be a confidential attorney-client communication or may otherwise be privileged or confidential. If it is not clear that you are the intended recipient, you are hereby notified that you have received this transmittal in error; any review, dissemination, distribution, or copying of this transmittal is strictly prohibited. If you suspect that you have received this communication in error, please notify us immediately by telephone at 617-722-2360 or e-mail at jennifer.mathews@mahouse.gov, and immediately delete this message and all its attachments. 1"}, "070fd516862886abadc0ffded7005022ef8e2d85a410f05f2496678e22df4a6f": {"id": "070fd516862886abadc0ffded7005022ef8e2d85a410f05f2496678e22df4a6f", "filename": "2015/Spilka,_Karen_11.5.15.pdf", "year": 2015, "name": "Karen E. Spilka", "title": "", "agency": "Senate Committee on Ways and Means", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE S AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTEDIPUBLIG EMPLOYEE INFORMATION Name of elected Karen E. Spilka public employee: Title/ Position Senator Agency/ Department Senate Committee on Ways and Means Agency address: Room 212 State House Boston MA 02133 Office phone: 617.722.1481 Office e-mail: Karen.Spilka@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I will be attending \"Improving Outcomes for Youth in the Juvenile Justice System: A 50- traveling. State Forum!\" in Austin Texas Describe your participation in the I will be a member of a 4 person Massachusetts delegation contributing our ideas on activity. how to meet the conference goals and learning about best practices in other states Date, time and location November 9 and 10. Austin Texas of activity. Please explain how the The objective of the forum is to guide states to develop statewide plans to reduce activity will promote the recidivism and improve other outcomes for youth in the juvenile justice system. interests of the Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that Council of State Governments, Justice Center offered to reimburse, waive or pay your travel expenses. Address of person or Council of State Governments organization. 22 Cortlandt St, New York, NY 10007 One dinner is paid for by Georgetown University, Center for Juvenile Justice Reform 3300 Whitehaven Street, N.W., Suite 5000 Washington, DC 20057-1485 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Airfare $293.20 Approx. $222.78 for transportation to and from Logan airport Approx. $50 for cabs to and from airport in Austin, Texas $378. Lodging: Meals: $158.00 This includes $65 for dinner provided by Georgetown University, Center for Juvenile Justice Reform Registration, admission, tickets, etc. Admission: Refreshment, instruction, materials, entertainment, etc. Other (please list): A Total: $ 1101.78 Write an X beside any I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county or a municipality; AND check off both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Date: November 5, 2015 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. JetBlue (Terminal C) Flight B6 1039 Reservation Code: YUOXKE Confirmation number: UQQKOO Trip to: AUSTIN, TX Reservation code: YUOXKE Passenger(s): SPILKA/KAREN Airline Reservation Code: UQQKOO (B6) JETBLUE AIRWAYS B6 Flight Number 1039 Sunday, 08 November CONFIRMED, Confirmation# UQQKOO Departure: BOS BOSTON, MA 7:05AM Terminal C Arrival: AUS AUSTIN, TX 10:44AM Please verify flight times prior to departure Class: Economy Duration: 4hour(s) and 39minute(s) Aircraft: AIRBUS INDUSTRIE A320 JET Distance (in Miles): 1698 Karen Spilka Seat(s): 09D / Confirmed JETBLUE AIRWAYS B6 Flight Number 1038 Tuesday, 10 November CONFIRMED, Confirmation# UQQKOO Departure: AUS AUSTIN, TX 6:30PM Arrival: BOS BOSTON, MA 11:11PM Terminal C Please verify flight times prior to departure Class: Economy Duration: 3hour(s) and 41minute(s) Aircraft: AIRBUS INDUSTRIE A320 JET Distance (in Miles): 1698 Karen Spilka Seat(s): 09C / Confirmed Improving Outcomes for Youth in the Juvenile Justice System: A 50-State Forum - Agen... Page 1 of 3 Improving Outcomes for Youth in the Juvenile Justice System: A 50-State Forum Most recent agenda as of 10-6-15 Please note that sessions are subject to change. Agenda Sunday, November 8, 2015 4:00 PM 6:00 PM Registration Capitol Ballroom Foyer. third floor Monday, November 9, 2015 7:30 AM 8:30 AM Registration and Breakfast Capitol Bailroom Foyer, third floor 8:30 AM 8:45 AM Welcome to Texas Capitol Ballroom, third floor 8.45 AM 9:15 AM Welcome to the Forum Capitol Baliroom, third floor Celebrate the successful state juvenile justice reforms of the last decade and highlight the importance of focusing on reducing recidivism and improving other outcomes for youth in contact with the juvenile justice system. 9:15 AM 10:15 AM Closer to Home: Reforming the Texas Juvenlle Justice System Capitol Baliroom, third floor Review lessons learned from Texas on instituting statewide policy and practice changes to reduce reliance on confinement, improve public safety, and use resources more efficiently. 10:15 AM 11:15 AM Opportunities and Challenges to Instituting Statewide Policy and Practice Changes Capitol Ballroom, third floor Share nationwide results of the pre-forum survey on state progress with developing and implementing plans to improve outcomes for youth. State leaders highlight the opportunities and chailenges that their states have faced to instituting policy and practice improvements. 11:15 AM 11:30 AM Break 11:30 AM 12:30 PM \"What Works\" to Reduce Recidivism and Improve Outcomes for Youth Capitol Ballroom, third floor identify what research has shown works to reduce recidivism and improve other youth outcomes and discuss how this research can serve as the foundation for state plans 12:30 PM 12:45 PM Office of Juvenile Justice and Delinquency Prevention Capitol Baliroom, third floor The Administrator of the Office of Juvenile Justice and Delinquency Prevention discusses the agency's support for the development of statewide plans aligned with the research to improve outcomes for youth, and announces funding opportunities for states to implement these plans 12:45 PM 2:15 PM Luncheon Address: Youth Panel Capitol Bailroom, third floor Youth who have been involved in the juvenile justice system speak about their experiences and how states can support youth to transition successfully from system supervision to a crime-free and productive adulthood. 2:15 PM 3:15 PM Breakout Session by State Team Member Role"}, "0710a0014bfae617a1d6f67ae65ddedd3bc22d86da9e94a00fbc04cbf6f5ad0f": {"id": "0710a0014bfae617a1d6f67ae65ddedd3bc22d86da9e94a00fbc04cbf6f5ad0f", "filename": "2014/Murphy,_Kevin_section_7_disclosure_amendment_2009-01-07.pdf", "year": 2014, "name": "", "title": "", "agency": "", "content": "20.09-0090 RECEIVED Kevin J. Murphy STATE ETHICS COMMISSION Attorney at Law 09 JAN 7 AM10: 48 Brian T. Akashian, Associate One Courthouse Lane Chelmsford, Massachusetts 01824 Tel. No. (978) 459-6320 Fax No. (978) 452-9737 January 5, 2009 Commonwealth of Massachusetts State Ethics Commission 1 Ashburton Place, Room 619 Boston, MA 02108 Attn: Amy Bressler Nee, Esquire Re: Tremont Yard, LLC Dear Attorney Nee: I am in receipt of you December 29; 2008 correspondence and advise as follows: 1. I am hereby filing a disclosure pursuant to M.G.L. C. 268(A), \u00a7 7(c); 2. I am a State Representative; 3. I represent Enterprise Bank and Trust Company relative to granting a construction loan to Tremont Yard, LLC to erect an office building at 257 Father Morissette Blvd., Lowell, Massachusetts 01852 which is owned by the Department of Environmental Management; 4. Pursuant to a competitive bidding process Tremont Yard, LLC has a lease with the Department of Environmental Management for the land at 257 Father Morissette Blvd., Lowell, Massachusetts 01852; 5. Neither myself nor any member of my immediate family has any interest in Tremont Yard, LLC. I trust this satisfies the provisions of M.G.L. C. 268A, 7(c) and if you have any questions please do not hesitate to contact the undersigned. Very truly yours, Kevin J. Murphy KJM:kam"}, "072325afed50a7e8b46e6c68f0f6690da2f8e7e34a61c3a55ea5bdf440d4897e": {"id": "072325afed50a7e8b46e6c68f0f6690da2f8e7e34a61c3a55ea5bdf440d4897e", "filename": "2019/Pacheco,_Marc_930CMR5.082d2_disclosure_updated_10.30.19.pdf", "year": 2019, "name": "Marc R. Pacheco", "title": "", "agency": "Massachusetts Legislature", "content": "DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION 3.54 Name of elected Marc R. Pacheco public employee: Title/ Position Senator Dean of the Senate updated Agency/ Department Massachusetts Legislature Agency address: Massachusetts State House 24 Beacon Street Room 312B Boston, MA. 02133 Office phone: 617-722-1551 Office e-mail: Marc.Pacheco@MaSenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _x_______________________ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for As a member of the National Conference of State Legislatures International Relations traveling. Task Force, I have been asked to lead the Council's delegation of legislators on a Study Tour China focusing on IT, high technology, equipment manufacturing and tourism, as well as policy and governance at the subnational level. Describe your participation in the As a member of the National Conference of State Legislatures International Relations activity. Task Force, I have been asked to lead the Council's delegation of legislators on a Study Tour of China focusing on IT, high technology, equipment manufacturing and tourism, as well as policy and governance at the subnational level. Date, time and location October 30 - November 6, 2019 departing on the 29th of October. of activity. Please explain how the It will provide an insight and opportunity for United States Legislators to learn, share activity will promote the and exchanging ideas on how the Chinese government is progressing in the areas of interests of the IT, high technology, equipment manufacturing and tourism as well as policy and Commonwealth, a county governance at the subnational level. or a municipality. TRAVEL EXPENSES Identify the person or organization that Chinese People's Association for Friendship with Foreign Countries offered to reimburse, (CPAFFC) waive or pay your travel expenses. Address of person or organization. No. 1 Taijichang Street, Doncheng District, Beijing 100740 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Roundtrip Airfare & Visa fee covered by (NCSL) US/China $2,324.30 In-country flights $707.00/pp All Ground Transportation Covered by CPAFFC (van/shuttle) $282.85/pp Lodging: Overnight accommodations Il Lodging Covered by CPAFFC Total for 7 nights /pp $905.00 Breakfast, lunch, dinner, special events. Meals: All Meals Covered by CPAFFC $297.00 Meals /pp Registration, admission, tickets, etc. Admission/Fees $54.00/pp Admission: Refreshment, instruction, materials, entertainment, etc. Other (please list): Guide $40.42/pp Total: $4,610.57 Write an X beside any I have attached the relevant itinerary. relevant statement. I have attached the relevant agenda. Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county check off or a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Mare R. KL Date: 10/24/2019 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. NCSL NATIONAL CONFERENCE OF STATE LEGISLATURES Strong States. Strong Nation Robin Vos Assembly Speaker Wisconsin Senator Marc R. Pacheco President, NCSL Dean of the Senate Martha R. Wigton Massachusetts Legislature Director 24 Beacon Street House Budget & Research Office Boston, MA, 02133 Georgia Staff Chair, NCSL Tim Storey Executive Director Dear Senator Pacheco, On behalf of the Officers of the National Conference of State Legislatures, it is my pleasure to invite you to serve as the Delegation Leader for the upcoming NCSL Study Tour to China that will take place from October 30 - November 6, 2019. This trip will be a great opportunity to examine the ascent of China and learn more about the challenges it faces. It will provide participants with a unique opportunity to learn about a country with has experienced one of the world's fastest growing economies. At the Legislative Summit in Boston in 2017, the NCSL Officers and the President of the Chinese People's Association for Friendship with Foreign Countries (CPAFFC) signed a Memorandum of Understanding formalizing a two-way exchange program building on many years of study tours between the legislators of the United States and China. This year's study tour will focus on the themes of information/technology, equipment manufacturing and tourism as well as policy and governance at the subnational level. If you have any questions, please do not hesitate to contact me, via e-mail at kathy.wiggins@ncsl.org or by phone at (202) 624-8676. Sincerely, Kathy Bream Wist Kathy Brennan Wiggins Director, International Program, NCSL Denver 7700 East First Place, Denver CO 80230 I 303-364-7700 Washington D.C. 444 North Capitol Street, N.W. Suite 515, Washington, D.C. 20001 I 202-624-5400 nesl.org I info@ncsl.org"}, "0732f322bcc7dafecdff1ac0f532e32f3a820015a96a0d011eb5a9a658191533": {"id": "0732f322bcc7dafecdff1ac0f532e32f3a820015a96a0d011eb5a9a658191533", "filename": "2022/LaPierre,_Carolyn_CMR_5.08(2)(d)1.pdf", "year": 2022, "name": "Carolyn LaPierre", "title": "", "agency": "North Andover Public Schools/North Andover Middle School", "content": "DISCLOSURE BY NON-ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR-5.08(2)(d)1. NON-ELECTED PUBLIC EMPLOYEE INFORMATION Name of non-elected Carolyn LaPierre public employee: Title/ Position Teacher Agency/ Department North Andover Public Schools/North Andover Middle School Agency address: 495 Main Street, North Andover, MA 01845 Office phone: 978-794-1870 Office e-mail: goncalvesj@northandoverpublicschools.com X Write an X to confirm each statement. X ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity To appear on a talk show where I will explain how Civics Action Projects (part of the which is the reason for 8th grade Civics Curriculum in MA) work, as well as detail how my classes were able traveling. to create a bill that would travel through the state legislature to be signed by the governor. Describe your I will be a guest on the show. participation in the activity. Date, time and location Wednesday-Friday, September 21-23 of activity. Please explain how the My appearance on the show will highlight civics education in the state of activity will promote the Massachusetts and bring awareness to the Salem Witch Trials, which makes Salem a interests of the popular tourist destination in the state. Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or The Kelly Clarkson Show organization that offered to reimburse, waive or pay your travel expenses. Address of person or organization. 100 Univers skl City Plaza Universal@g.CA Buildy 2220 91608 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Flights: $2,456.94 Transportation: Car Service: $1250.00 H\u00f6tel: $532.31 Lodging: Not Covered Meals: NA Admission: NA Other (please list): $4,239.25 Total: Write an X beside any I have attached the relevant itinerary. statement that applies. I have attached the relevant agenda. Employee signature: Carolyn LaPierre Date: 9/21/22 DETERMINATION BY APPOINTING AUTHORITY APPOINTING AUTHORITY INFORMATION Name of Appointing Authority: Jorge Goncalves Agency and Title/ Position: Nor th Andover Middle Shool/Principal Agency address: 495 Main Street North Andover, MA 01845 Office phone: 978-794-1870 Ext. 61100 Employee who filed the disclosure: Carrie LaPierce DETERMINATION Upon consideration of the facts disclosed by the employee above, I find that: To give approval, Acceptance of the reimbursement, waiver or payment of travel expenses will serve a check both legitimate public purpose, i.e., it will promote the interests of the Commonwealth, a county statements. or a municipality; AND Such public purpose outweighs any special non-work related benefit to the employee or the person providing the reimbursement, waiver or payment. Reason that the employee's travel or She and her students worked with the state Ms. La Pierre is a grade 8 Civics teacher. attendance will serve a legitimate public purpose: legisla ture to examite Elizabeth Johnson of Project. This funity will allow others to lean being a witch as partof their Civics Action Appointing Authority signature: of our curriculum, the Ear K of students, and advocacy for othes. Date: 9/20/22 Joge Garl Attach additional pages if necessary. The appointing authority should maintain the disclosure as a public record and give a copy of any signed determination to the employee. THE KELLY CLARKSON SHOW Carrie LaPierre Itinerary September 21, 2022 - September 23, 2022 Wed, 9/21 Jetblue B6687 11:00AM BOS-LAX Confirmation Number: YSNQFC Car Service to Hilton Universal Hotel LAX 2:14PM Hotel Confirmation: #3295473189 Baggage Claim/ sign with your name on it Thurs, 9/22 Car pick up to Stage 1 12:00PM Front of Hotel *You'll take a Covid test at studio 2:30PM- Tape Show Stage 1 4:15PM approx. time **After the taping, the car service will take you back to the hotel frame Fri, 9/23 7:10AM Delta Air Lines DL454 LAX-BOS Confirmation Number: YSNQFC"}, "0733bc787d3094e7835a06056acb15a16602a980591a74c396eb7aab6f80124f": {"id": "0733bc787d3094e7835a06056acb15a16602a980591a74c396eb7aab6f80124f", "filename": "2018/Moore,_Michael_930CMR5.082d2_disclosure_9.24.18.pdf", "year": 2018, "name": "Michael O. Moore", "title": "", "agency": "Massachusetts Legislature", "content": "RECEIVED STATE COMMISSIO Amended 2018 S 0:59 DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Michael O. Moore public employee: Title/ Position State Senator Agency/ Department Massachusetts Legislature Agency address: Room 109B, State House, Boston, MA 02133 Office phone: 617-722-1485 Office e-mail: Michael.Moore@MAsenate.gov. Write an X to I am filing this disclosure because: confirm each statement. _XX_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _xx A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason The Global Advisory Committee (GAC) consists of organizations for traveling. appointed by the U.S. Attorney General or his/her designee. The GAC acts as the focal point for justice information sharing activities and works to provide the U.S. Attorney General and the U.S. Department of Justice (DOJ) with appropriate input from local, state, tribal, and federal agencies/associations in the ongoing pursuit of interjurisdictional and multidisciplinary justice information sharing. In accordance with the Federal Advisory Committee Act (FACA), membership must be balanced in terms of the point of view represented and functions to be performed. Describe your As a member of the Massachusetts Legislature I am of the National participation in the Conference of State and Local Legislatures (NCSL). I am the NCSL's activity. representative to the Global Advisory Committee (GAC) that advises the U.S. Attorney General's Office on Criminal Justice Policy areas. Date, time and Hampton Inn Washington-Downtown-Convention Center location of activity. 901 6th Street., NW Washington, DC 20001 Phone: 202-349-2267 Please explain how the Schedule and Meeting Rooms: activity will promote the GAC Roundtable, August 28 - 4:00 pm to 5:00 pm EST, Video Conference interests of the Commonwealth, a Room, 3500 county or a municipality. GAC Meeting, August 29 - 9:00 am to 4:30 pm EST, Ballroom, Room 3101 TRAVEL EXPENSES Identify the person or Lucia Bragg organization that Policy Associate offered to reimburse, waive or pay your National Conference of State Legislatures travel expenses. 444 North Capitol Street, NW Washington, DC 20001 (o) 202-624-3576 (c) 202-568-4883 www.ncsl.org Strong States, Strong Nation Address of person or Christina Abernathy organization. Senior Research Associate Institute for Intergovernmental Research (IIR) Phone: 850.385.0600 X 318 Mobile: 850.566.6584 P.O. Box 12729, Tallahassee, FL 32317-2729 Email: cabernathy@iir.com www.iir.com Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: $212.40- Taxi $73.39 Overnight accommodations. Lodging: $175.00 per night plus tax $200.09 Breakfast, lunch, dinner, special events. Meals: Included in subsidy and my costs. Per Diem $120.63 Registration, admission, tickets, etc. Admission: N/A Refreshment, instruction, materials, entertainment, etc. Other (please list): Total: $606.63 Write an X beside any XX I have attached the relevant itinerary. relevant statement. XX I have attached the relevant agenda. For the exemption Having disclosed the facts above, I determine that: to apply, check off XX Acceptance of the reimbursement, waiver or payment of travel expenses will serve both statements. a legitimate public purpose i.e., it will promote the interests of the Commonwealth, a county or a municipality; AND XX Such public purpose outweighs any special non-work related benefit to me or to the person providing the reimbursement, waiver or payment. Employee signature: Date: 8/9/18 Attach additional pages if necessary. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee."}, "07347620e5fb5f4e547920f7ba0cb4042c3a93e549c4e3f0cab072d75529068d": {"id": "07347620e5fb5f4e547920f7ba0cb4042c3a93e549c4e3f0cab072d75529068d", "filename": "2017/Lam,_Christopher_section_6_disclosure_11.9.17.pdf", "year": 2017, "name": "Christopher Lam", "title": "", "agency": "Massachusetts Water Resources Authority", "content": "DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, \u00a7 6 STATE RECEIVED PTHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Christopher Lam 2017 NOV -9 AMTI: 12 Title or Position: Assistant Finance Manager State Agency: Massachusetts Water Resources Authority Agency Address: 100 First Avenue, Charlestown Navy Yard, Boston, Massachusetts 02129 Office Phone: (617) 788-4324 Office E-mail: chris.lam@mwra.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Procurement of a new contract for dental insurance to cover nonunion employees and proceeding, application, certain employees in MWRA bargaining units 1, 6, and 9. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: Evaluating and recommending to the Executive Director dental insurance coverage in an E.g., approval, annual amount of $1500.00 per employee for nonunion employees and certain employees disapproval, decision, in MWRA bargaining units 1, 6, and 9, (\"nonunion dental plan\"). recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amount if you know it. in the matter As an employee I would be eligible to participate in the nonunion dental insurance plan under its terms and conditions. The dollar amount of the dental plan is proposed to increase to $1,500.00 which would include MWRA's share of the premium and coverage of various dental expenses. Employee signature: Date: 11/1/97 DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORITY INFORMATION Name of Appointing Frederick A. Laskey Authority: Title or Position: Executive Director Agency/Department: Massachusetts Water Resources Authority Agency Address: 100 First Avenue, Charlestown Navy Yard, Boston, Massachusetts 02129 Office Phone: (617) 788-1101 Office E-mail Fred.laskey@mwra.com DETERMINATION Determination by As appointing official, as required by G.L. C. 268A, \u00a7 6, I have reviewed the particular matter and the appointing authority: financial interest identified above by a state employee. Write an X I am assigning the particular matter to another employee, or by your selection. I am assuming responsibility for the particular matter, or I have determined that the financial interest is not so substantial as to be deemed likely to affect the integrity of the services which the Commonwealth may expect from the employee. Appointing Authority signature: Date: 11/6/17 Z.z Comment: Attach additional pages if necessary. File copy with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012"}, "074201f0ec7568949e8ac600b024cec582c5b135f759207e094c0c8f25abbde0": {"id": "074201f0ec7568949e8ac600b024cec582c5b135f759207e094c0c8f25abbde0", "filename": "2016/Shea,_Joseph_section_23_disclosure_2.22.16.pdf", "year": 2016, "name": "Joseph P Shea", "title": "", "agency": "Norfolk County", "content": "DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, \u00a7 23(b)(3) PUBLIC EMPLOYEE INFORMATION STATE FEB RECEIVED PM COMMISSION Name of public employee: Joseph P Shea Title or Position: County Commissioner Agency/Department: Norfolk County Agency address: 614 High Street Dedham Ma 02026 Office Phone: 781-461-6105 Office E-mail: info @ Norfolk County. In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before you for action or Budgets at County Golf Course (Presidents Golf Course) decision. What responsibility do you have for Commissioners have oversight on the 'Budget of the Golf Course taking action or making a decision? Explain your relationship or My Daughter Amy Baker has been an employee of Norfolk County affiliation to the since Jan. 8, 1990 and works at the County Golf Course. person or I was appointed County Commissioner Nov. 19, 2015 organization. How do your official actions or decision Although I have oversight on the Golf Course budget I would matter to the person not be participating in any decisions that affected Amy's or organization? salary or benefits. Optional: Additional facts - e.g., why I will not participate in anydecisions that impact Amy's salary there is a low risk of I will recuse myself undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, XX Taking into account the facts that I have disclosed above, I feel that I can perform my you should official duties objectively and fairly. recuse yourself. Employee signature: Date: February 16, 2016 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee member - file with the clerk or secretary of the committee. Form revised July, 2012"}}