County ofsanta Clara } Office of theclerk of theboard of Supervisors I County Government Center, EastWing i 70 West Hedding Street if San Jose, California 95110-1770 I (408)299-5001 FA 938-4525 III 11 LynnRegadanz p, Clerk ofthe Board Page 1of 9 i! ^^ I - I Elfiase mark the type of report being filed: Initial Registration LOBBYIST DISCLOSURE REPORT ^^ Annual Registration and Quarterly Lobbyist Disclosure Report for Oct. 1 - Dec. 31 (Due Jan. 15) Quarterly Lobbyist Disclosure Report for Jan. 1 - Mar. 31 (Due Apr. 15th) Quarterly Lobbyist Disclosure Report for Apr. 1 - Jun. 30 (Due Jul. 15th) Quarterly Lobbyist Disclosure Report for Jul. 1 - Sept. 30 (Due Oct. 15th) Amendment to Disclosure Filed: Termination oflobbying Activity (A lobbyist termination sheet must also be completed) I Report each category of lobbyist: (Check all that apply) Contract Lobbyist In-House Lobbyist Expenditure Lobbyist If Lobbyist Information: Name: Canyon Snow Consulting Telephone: 408-834-0803 Fax: 408-317-0416 I! Email: kathyduong@canyonsnow.com! \ \ Business Address II Street: 459 Monterey Avenue City: Los Gatos State: CA Zip Code: 95030 I Mailing Address 'i t II Street: 459 Monterey Avenue I sf City: Los Gatos State: CA Zip Code: 95030
LOBBYIST DISCLOSURE REPORT INSTRUCTIONS TO COMPLETE THE REPORT: Mark the type or report being made. Check all applicable tj^es oflobbyist. A Contract Lobbyist is a person (either an entity or an individual) who has a client that has compensated or will compensate the per son in the amount of1,000 or more in any consecutive three (3) months to engage in lobbying activity on the client's behalf. Eve ry Contract Lobbyist has a legal obligation to ensure that his or her obligations under the lobbying ordinance are met. Individuals who work for a lobbying firm may file one registration for the firm and list themselves as employees. In this case, only one registration fee should be paid for the firm and its employees. Each individual Contract Lobbyist has a legal obligation to ensure that his or her registration is accurate and complete, and that all fees are paid. An In-House Lobbyist is an entity, includ ing a sole proprietorship, whose owners, of ficers, or employees have engaged m lobby ing activity on the entity's behalf and whose total time spent lobbying equals ten (10) hours or more in any consecutive twelve (12) month period. An employee ofan in-house lobbyist is also a in-house lobbyist ifhe or she engages in lob bying activity on behalfofthe business or organization in the scope ofhis or her em ployment for ten (10) hours or more in any consecutive twelve (12) month period. The in-house lobbyist and its employees may submit one registration form and pay one fee. Each individual In-House Lobbyist has a le gal obligation to ensure that his or her regis tration is accurate and complete, and that all fees are paid. Note; An employee may engage in lobbying activity on his or her own initiative without compensation. The time spent by this em ployee will not be attributed to the ten (10) hours or more in any consecutive twelve (12) month period threshold for qualifying as an In-House Lobbyist. An Expenditure Lobbyist makes payments or incurs expenditures in the aggregate amount of5,000 or more in a calendar year to carry out public relations, advertising, or similar activity to urge other persons to com municate directly with a County Official to influence a legislative or administrative ac tion. The 5,000 threshold does not include compensation paid to Contract Lobbyists or In-House Lobbyists for lobbying activity; or dues or donations paid to an organization. Santa Clara County Ordinance Code section A3-64 provides a list of exemptions. Fill out the lobbyists' name, telephone number, fax number, email, and business and mailing ad dresses. Ifthe lobbyist submitting the report is an entity, the lobbyist entity will be asked to list its employees engaged in lobbying activity on subsequent pages.
i; COUNTY OF SANTA CLARA LOBBYIST DISCLOSURE REPORT Page 2 of9 County Official Contacted; Carol Berg LOBBYIST CONTACT SHEET Individual Who Made Contact: Chris Schwarz Identify Action* Supervisor Joe Simitian's office regarding legislative actions 1and 2on page 6 ^. 8/25/14 Date(s) ofcontact: County Official Contacted: Alex Shoor Individual Who Made Contact: Kathy Duong Identify Action- Supervisor Ken Yeager's office regarding legislative actions 1and 2on page 6 ^ 8/28/14 Date(s) of Contact: County Official Contacted: Mike Donohoe Individual Who Made Contact: Kathy Duong ^. Briefed Supervisor Dave Cortese's office regarding legislative actions 1 and 2 on page 6 Identify Action: ^ 8/28/14 Date(s) of Contact:^ County Official Contacted: Elizabeth Sanford ^Individual Who Made Contact: Chris Schwarz ^. Briefed Supervisor Mike Wasserman's office regarding legislative actions 1 and 2 on page 6 IdentifyAction: ^ ^ 8/28/14 Date(s) of Contact:_ County Official Contacted: Hope Cahan Individual Who Made Contact: Identify Action- Supervisor Cindy Chavez's office regarding legislative actions 1and 2on page 6 ^ 9/08/14 Date(s) of Contact: _ County Official Contacted: Benita McLarin Tj.-x- A Briefed Benita McLarin regarding legislative action 2 on page 6 Identify Action: ^ 9/25/14 Date(s) of Contact: Individual Who Made Contact: LesieeGuardino, Jennifer Johnson Client: _1 Contacts (1) (2-5) (6-10) (11 or more) ; IThis page may be duplicated. Check the box ifthis page is duplicated.
il, SECTION la. CONTRACT LOBBYIST INFORMATION Page 4 of9 Contract Lobbyists must complete the followins forms: L\: Contract Lobbyist Information (This Form) IB:.Current and Former Client List IC: Current Client Disclosures I 5 iv.. THE NATURk OF THE BUSINESS; brganization OR ASSOCIATION Describe the purpose ofthe Contract Lobbyist's business. Canyon Snow Consulting provides expert support to clients on matters related to government affairs, I environmental compliance, and corporate social responsibility. EMPLOYEES ENGAGED IN LOBBY ACTIVITY Ifthe Contract Lobbyist is an entity, name ofeach person working for the Contract Lobbyist who contacts County Officials on behalfofthe lobbyist, and list his or her clients. Lobbyist Client(s) 1. Leslee Guardino, Principal 2. Jennifer Johnson, Principal 3. Chris Schwarz 4. Kathy Duong 5. 6. 7. 8. 9. 10.
r H SECTION IB. CONTRACT LOBBYIST INFORMATION Page 5 of9 1 ' li CURRENT AND FORMER CLIENT LIST ij ;ilist'all,cuilrenfclients'' ^^ Client Name Effective Date j (formerly Chevron Energy Solutions) Oq-25-14, 1 i i f 1 f : i i 1 1 i f I! 1 i 1^ 1 1i f ^LIST ALL'CLIENTS TERMINATED DURING T f[client Name l\wa n I;! PREyiOUS QUAR'iER Termination Date (' ; ii iii SI i;i 1' Ii Ii i I 1 h f \, : 1 Thispagefflaytie duplicated. Check the boxiftluspiage is i
SECTION IC. CONTRACT LOBBYIST INFORMATION Page 6 of9 CLIENT INFORMATION ContractLobbyists must complete thisformfor all currentclients. Current Client Information: Name; Telephone: 415-733-4500 Fax: Email: Business Address Street: 345 California Street, 18th Floor City: San Francisco State: CA Zip Code: 94111 Describe the nature and purpose ofthe Client's business. Provide energy service solutions through traditional energy-savings and renewable technologies LEGISLATIVE OR ADMINISTRATIVE ACTION(S) LOBBYIST SEEKS TO INFLUENCE Describe in detail the legislative or administrative action(s) the Contract Lobbyist was retained to influence and the outcome sought. j Renewable energy as a revenue-generating opportunity and approval of development agreement with OpTerra 2. RFSOQ for energy services company for energy efficiency projects 3-, 4. COMPENSATION The total compensation promised or received from the Client for lobbyist services: I IsO.OO -500 501-1,000 1,001-10,000 10,001-100,000 100,001-200,000 200,001-300,000 300,001-400,000 This page may be duplicated. Check the box ifthis page is duplicated. ]over 400,001
SECTION IV. FEES AND VERIFICATION ^ FEES DUE. /Il-- Page 9 of9 Initial Registration Fee - 180 (filed between January 1 - June 29 for period ending December 31) Reduced Registration Fee - 90 (filed between June 30 - December 31 for period ending December 31) Annual Registration Fee - 60 (due by January 15th) Penalty for Delinquent Filing of Registration - 60 per calendar day Penalty for Delinquent Filing of Quarterly Disclosure Report - 10 Total Payment Due with Report 90 90 VERIFICATION (Check all verifications) / / ^ I acknowledge that each Lobbyist is required to file an Annual Registration Report and pay annual fees due on the 15th ofjanuary. I acknowledge that each Lobbyist is required to file a Quarterly Lobbyist Disclosure Report due on the 15th ofeach month following the calendar quarter. I acknowledge that a late fee will be assessed for late annual and quarterly reports. I certify that I have been authorized by the Lobbyist(s) identified above to make this verification. I have reviewed the requirements ofthe provisions ofthe County of Santa Clara Ordinance Code Division A3, Chapter VII, relating to Lobbying. I certify under penalty of perjury under the laws ofthe State ofcalifor nia that I have reviewed this Lobbyist Report and to the best of my knowledge the information contained herein is true, correct, and complete. Print Name Jennifer Johnson Title Principal Signature 035 Date