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PIMA COUNTY

POLITICAL COMMITTEE
CAMPAIGN FINANCE REPORT
FOSTER FOR TUSD
802 N. BELVEDERE AVE.
TUCSON, AZ 85711
ID#
Candidate Name:
Office Sought:

FOSTER, KRISTEL ANN


Governing Board Member, Tucson

005-2016

Report Name

PRE-PRIMARY REPORT
Reporting Period

June 1,2016 through August 18,2016


Filing Period

August 19,2016 through August 26,2016

SUMMARY

This Period

5a. Surplus from previous Campaign

To Date
$161.94

5b. Equity at Beginning of this Reporting Period

$6,302.66

5c. Total Receipts

$8,313.00

$16,823.00

$14,615.66

$16,984.94

5d. Subtotal
6a. Total Debts and Obligations from Previous Committee
6b. Total Disbursements
7. Equity at Close of Report Period

$0.00
$4,544.01

$6,913.29

$10,071.65

$10,071.65

I certify, under penalty of perjury, that I have examined the contents of this campaign finance report and to the best of my
knowledge and belief it is true and complete.

Print Name of Treasurer (or Candidate)

Signature of Treasurer or Candidate (if candidate campaign committee and treasurer unavailable)

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 1/10

DETAILED SUMMARY PAGE


ID#

FOSTER FOR TUSD


PRE-PRIMARY REPORT
June 1,2016 through August 18,2016

005-2016
RECEIPTS

4a. Individuals - more than $25 (Total from Schedule A)

This Period

To Date

$7,983.00

$15,078.00

$330.00

$575.00

$0.00

$1,100.00

$8,313.00

$16,753.00

$0.00

$0.00

$8,313.00

$16,753.00

5a. Loans made or guranteed by candidate (Total from Schedule C)

$0.00

$0.00

5b. All other loans

$0.00

$0.00

5c. Total Loans [add 5a and 5b]

$0.00

$0.00

6. In-Kind contributions (Total from Schedule E)

$0.00

$70.00

7. Dividends, interest and other forms of receipts

$0.00

$0.00

$8,313.00

$16,823.00

4b. Individuals - aggregate $25 or less (Total from Schedule A-1)


4c. Political Committees (Total from Schedule B)
4d. Subtotal Contributions [add 4a,b,c,d]
4e. Refund of contributions (Total from Schedule F-2)
4f. Total Contributions Other than Loans and In-Kind [substract 4e from 4d]

8. Total Receipts [add 4f, 5c, 6, and 7]

DISBURSEMENTS
9. Expenditures for operating expenses (Total from Schedule D)

This Period

To Date

$4,544.01

$6,803.48

10. Indepedent Expenditures (Total from Schedule D-1)

$0.00

$0.00

11. Value of In-Kind expenditures (Total from Schedule E)

$0.00

$0.00

12. Loans made by Reporting Committee (Total from Schedule D-2)

$0.00

$0.00

13a. Repayment of loans made or guaranteed by candidate (Total from Schedule D-4)

$0.00

$0.00

13b. Repayment of all other loans (Total from Schedule D-3)

$0.00

$0.00

13c. Total Loan Repayments [add 13a and 13b]

$0.00

$0.00

14. Transfers to other political committees (Total from Schedule D-6)

$0.00

$0.00

15. Any other disbursement (Total from Schedule D-7)

$0.00

$109.81

$4,544.01

$6,913.29

$0.00

$0.00

$4,544.01

$6,913.29

$0.00

$0.00

16. Subtotal disbursements [add 9,10,11,12,13c,14 and 15]


17. Rebates, refunds and other offsets to operating expenses (Total from Schedule D-3)
18. Total disbursements [subtract line 17 from line 16]
19. Total outstanding Debts owed by Committee (Schedule F-3)

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 2/10

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name, Address, Occupation and Employer of Contributor
Castro Salaz, Ricardo
1670 N CLIFTON ST
TUCSON, AZ 85745--4
HIGHER EDUCAION
PIMA COLLEGE
Abraham, Morgan
315 E LESTER ST.
TUCSON, AZ 85705-RE INVESTOR
AAG REALTY
Square
O'Brien, Sharon
5833 E SOUTH WILSHIRE
TUCSON, AZ 85711-ARTISTIC DIRECTOR
STORIES THAT SOAR
Pay Pal
SHIFFLETT, DIANE
4521 W. CAMINO DE CIETO
TUCSON, AZ 85745-TEACHER
TUSD
Cash
Eskridge, Paul C
1039 E 9TH ST.
TUCSON, AZ 85719-GRAD STUDENT
<<employer not specified>>
Square
Gonzalez, Adrianna
704 W. ALAMEDA
TUCSON, AZ 85745-TEACHER
TUSD
Pay Pal
Salzgeber, FAith
6700 N RAPALLO PL
TUCSON, AZ 85741-RETIRED
RETIRED
Wheeler, Bruce
2733 E 4TH ST.
TUCSON, AZ 85716-LEGISLATOR
STATE OF ARIZONA
Mc Frederick, Kyle
1000 W RIVER RD
APT 49
TUCSON, AZ 85704-TEACHER
FLOWING WELLS
square
Almy, Lynnne
1414 E BRILL ST
PHOENIX, AZ 85006-TEACHER
PIONEER PREP SCHOOL

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

06/01/2016

$80.00

$105.00

06/03/2016

$100.00

$100.00

06/06/2016

$50.00

$50.00

06/09/2016

$45.00

$45.00

06/23/2016

$50.00

$50.00

06/23/2016

$30.00

$30.00

06/23/2016

$25.00

$25.00

06/23/2016

$50.00

$50.00

06/26/2016

$50.00

$50.00

07/01/2016

$100.00

$100.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 3/10

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name, Address, Occupation and Employer of Contributor
Contreras, Panfilo
1849 W ENFIELD WAY
CHANDLER, AZ 85286-RETIRED
RETIRED
Cage, Cheryl
2901 E 2ND ST.
TUCSON, AZ 85716-RETIRED
RETIRED
Square
Crow, Michelle
2970 W NEOSHA ST
TUCSON, AZ 85745-DIRECTOR
CHILDREN'S ACTION ALLIANCE
Yoshimura, Alison
20 BEL AIRE DR
WAUKEE, IA 50263-STUDENT
STUDENT
Pay Pal
Du Bord, Elise
503 WALNUT ST
CEDAR FALLS, IA 50613-PROFESSOR
UNIVERSITY OF NORTHERN IOWA
Pay Pal
Leatherman, Linda
547 S SUGARLOAF MOUNTAIN PL
TUCSON, AZ 85748-PROJECT MANAGER
PIMA COUNTY
Grijalva, Ramona
408 W OHIO ST
TUCSON, AZ 85714-RETIRED
RETIRED
Pay Pal
Yoakum, John
1240 N 3RD AVE
TUCSON, AZ 85705-RETIRED
RETIRED
Pay Pal
Grisssom, Pam
7230 STARR FURY PL
TUCSON, AZ 85706-RETIRED
RETIRED
Hadd-Wasser, Vicki
311 N TREAT AVE
TUCSON, AZ 85716-DIRECTOR
PLANNED PARENTHOOD
Pay Pal

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

07/02/2016

$50.00

$50.00

07/14/2016

$100.00

$100.00

07/23/2016

$25.00

$50.00

07/24/2016

$25.00

$25.00

07/27/2016

$25.00

$25.00

07/30/2016

$50.00

$50.00

07/31/2016

$100.00

$100.00

07/31/2016

$100.00

$150.00

08/02/2016

$500.00

$500.00

08/06/2016

$40.00

$40.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 4/10

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name, Address, Occupation and Employer of Contributor
Kull, Jessica
1000 W RIVER RD
APT 49
TUCSON, AZ 85704-TEACHER
SUNNYSIDE USD
Dorson, Robert
8441 S BROOKWOOD DR
TUCSON, AZ 85750-RETIRED
RETIRED
Hanna, Mark
4420 N CAMINO DE CARRILLO
TUCSON, AZ 85750-RETIRED
RETIRED
pay pal
Wiedhopf, Pat
7510 E RIO VERDE DR.
TUCSON, AZ 85715-SPECIAL STAFF TO PCA
PIMA COUNTY
Brooks, Carly
2023 TOPEKA DR
PHOENIX, AZ 85024-HOUSEWIFE
N/A
Einfrank, Melissa
2012 S AVENIDA DEL SEMBRADOR
TUCSON, AZ 85745-RETIRED
RETIRED
Pay Pal
Pfeuffer, Vera
904 W PASEO DE LA COSECHA
TUCSON, AZ 85745-RETIRED
RETIRED
pay pal
Davis, Ruth B.
2943 N SAINT AUGUSTINE PL
TUCSON, AZ 85712-RETIRED
RETIRED
Foster, Marlene
8259 S. WINNEPEG CT.
AURORA, CO 80016-RETIRED
<<employer not specified>>
Pay Pal
Hall, Ann Marie
885 W CALLE DE LOS HIGOS
TUCSON, AZ 85745-RETIRED
RETIRED
pay pal

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

08/08/2016

$50.00

$50.00

08/13/2016

$50.00

$100.00

08/13/2016

$100.00

$300.00

08/13/2016

$50.00

$450.00

08/14/2016

$5,000.00

$5,000.00

08/14/2016

$25.00

$25.00

08/15/2016

$30.00

$30.00

08/17/2016

$50.00

$150.00

08/17/2016

$100.00

$800.00

08/17/2016

$50.00

$50.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 5/10

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name, Address, Occupation and Employer of Contributor
Almquist, Art
5280 S THUNDER SKY WAY
TUCSON, AZ 85747-TEACHER
TUSD
pay pal
Cruz, Salvador
6132 E YALE AVE
DENVER, CO 80222-SALES MANAGER
BLACK TULIP ANTIQUES
pay pal
Dent, Laura
2612 E SPRING ST
TUCSON, AZ 85716-COUNCIL STAFF
CITY OF TUCSON
pay pal
Dominguez, Seidy
2550 W IRONWOOD HILLS DR
TUCSON, AZ 85745-COMMODITY MANAGER
HONEYWELL INTERNATIONAL
pay pal
Garcia, Melissa
1451 N SYCAMORE BLVD
UNIT 2
TUCSON, AZ 85712-ORGANIZER
PPAZ
pay pal
Grijalva, Adelita
1841 W CAMELOT RD
TUCSON, AZ 85713-DIRECTOR
PIMA PREVENTION PARTNERSHIP
Cash
Jimenez, Beery
8 AUBURN TERRACE
WALTHAM, MA 02453-<<occupation not specified>>
<<employer not specified>>
Kinsey, Adam
806 W ELNA RAE ST
TEMPE, AZ 85721-PARTNER
SAGUARO STRATEGIES
pay pal
Lopez, Lorenzo
4502 S PASEO DON ROLANDO
TUCSON, AZ 85746-DIRECTOR
TUCSON UNIFIED SCHOOL DISTRICT
pay pal

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

08/18/2016

$50.00

$50.00

08/18/2016

$50.00

$50.00

08/18/2016

$25.00

$25.00

08/18/2016

$38.00

$38.00

08/18/2016

$40.00

$40.00

08/18/2016

$100.00

$200.00

08/18/2016

$40.00

$40.00

08/18/2016

$75.00

$75.00

08/18/2016

$40.00

$90.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 6/10

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name, Address, Occupation and Employer of Contributor
Mitchell, Karrie
2357 W OCELOT DR
TUCSON, AZ 85713-ADMINISTRATOR
PIMA COMMUNITY COLLEGE
pay pal
Ortiz, Milta
3226 E 29TH ST.
TUCSON, AZ 85713-PLAYWRITE
BORDERLANDS THEATER
pay pal
Poster, Charles
1336 E 12TH ST
TUCSON, AZ 85719-ARCHITECT
POSTER FROST MIRTO
Pay Pal
Romero, Regina
1510 N MOJEAN CT
TUCSON, AZ 85745-ELECTED OFFICIAL
CITY OF TUCSON
pay pal
Squires, Thomas
1930 N FRANCES BLVD
TUCSON, AZ 85712-LIFECOACH
SELF
pay pal
Zaske, Pam
2635 HUDSON ST
DENVER, CO 80207-DATA BASE MANAGER
CITY OF ARVADA
pay pal

Date

Amount

08/18/2016

$50.00

$50.00

08/18/2016

$25.00

$25.00

08/18/2016

$100.00

$100.00

08/18/2016

$25.00

$25.00

08/18/2016

$25.00

$25.00

08/18/2016

$200.00

$200.00

Total

Generated by CF (Ver 9.0 Rel 0 Bld 55)

New Balance

ONLY VALID IF FILED WITH PIMA COUNTY

$7,983.00

08/25/2016 4:39 PM Page 7/10

Contributions $25 or less (AGGREGATE AMOUNT)

SCHEDULE

A-1

ID#

FOSTER FOR TUSD

005-2016
Description

Date

Amount

Michael Tucker

06/10/2016

$20.00

Jo Holt

06/10/2016

$20.00

Alison Meadow

08/18/2016

$20.00

Mary Venezia

08/18/2016

$20.00

Carrie Evans

08/18/2016

$10.00

anonymous

08/18/2016

$20.00

Liz Arriola

08/18/2016

$20.00

anonymous

08/18/2016

$20.00

Collin Scott

08/18/2016

$20.00

anonymous

08/18/2016

$20.00

anonymous

08/18/2016

$20.00

Ami Desai

08/18/2016

$20.00

anonymous

08/18/2016

$20.00

Dustin Cox

08/18/2016

$20.00

Jaime Morales

08/18/2016

$20.00

Damond Holt

08/18/2016

$20.00

anonymous

08/18/2016

$20.00

Total

$330.00

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

08/25/2016 4:39 PM Page 8/10

Expenditures for Operating Expenses

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name and Address to whom expenditure was made
Facebook
ONLINE
UNKNOWN, AZ 00000-Facebook Ads --pay pal
Square Credit Card Service
UNKNOWN
UNKNOWN, AZ 00000-online fees
Office Max
UNKNOWN
UNKNOWN, AZ 00000-Thank you cards--debit card
Square Credit Card Service
UNKNOWN
UNKNOWN, AZ 00000-online fees
Facebook
ONLINE
UNKNOWN, AZ 00000-Facebook Ads--pay pal
Pay Pal
UNKNOWN
UNKNOWN, AZ 00000-online fees
Nucleus Club of Tucson
PO BOX 40211
TUCSON, AZ 85717-membership
USPS
255 N ROSEMONT
TUCSON, AZ 85711-stamps--debit card
Square Credit Card Service
UNKNOWN
UNKNOWN, AZ 00000-online fees
Betts Printing
110 S PARK AVE
TUCSON, AZ 85719-postcards--debit card
Facebook
ONLINE
UNKNOWN, AZ 00000-Facebook ads --pay pal
Pay Pal
UNKNOWN
UNKNOWN, AZ 00000-online fees
Office Max
UNKNOWN
UNKNOWN, AZ 00000-petition copies--debit card
Office Max
UNKNOWN
UNKNOWN, AZ 00000-petition copies--debit card

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

Date

Amount

06/01/2016

$157.16

06/06/2016

$2.75

06/24/2016

$33.48

06/27/2016

$3.80

06/30/2016

$24.25

06/30/2016

$3.80

07/01/2016

$100.00

07/05/2016

$18.80

07/18/2016

$2.75

07/26/2016

$1,891.75

07/31/2016

$141.82

07/31/2016

$8.46

08/01/2016

$2.79

08/02/2016

$3.63

08/25/2016 4:39 PM Page 9/10

Expenditures for Operating Expenses

SCHEDULE

ID#

FOSTER FOR TUSD

005-2016
Name and Address to whom expenditure was made
The Gloo Factory
238 E 26TH ST
TUCSON, AZ 85713-Campaign Signs--debit card
Educational Enrichment Foundation
3809 E 3RD ST
TUCSON, AZ 85716-Spelling Bee Donation--debit card
Pay Pal
UNKNOWN
UNKNOWN, AZ 00000-online fees

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

Date

Amount

08/04/2016

$1,990.80

08/08/2016

$100.00

08/18/2016

$57.97

Total

$4,544.01

08/25/2016 4:39 PM Page 10/10

PIMA COUNTY
POLITICAL COMMITTEE
CAMPAIGN FINANCE REPORT
JUAREZ FOR TUSD
P.O BOX 86506
TUCSON, AZ 85745
ID#
Candidate Name:
Office Sought:

CAM JUAREZ
Governing Board Member, Tucson

013-2016

Report Name

PRE-PRIMARY REPORT
Reporting Period

June 1,2016 through August 18,2016


Filing Period

August 19,2016 through August 26,2016

SUMMARY

This Period

5a. Surplus from previous Campaign

To Date
$0.00

5b. Equity at Beginning of this Reporting Period

$399.92

5c. Total Receipts

$6,300.00

$8,340.00

5d. Subtotal

$6,699.92

$8,340.00

6a. Total Debts and Obligations from Previous Committee


6b. Total Disbursements
7. Equity at Close of Report Period

$0.00
$564.85

$2,204.93

$6,135.07

$6,135.07

I certify, under penalty of perjury, that I have examined the contents of this campaign finance report and to the best of my
knowledge and belief it is true and complete.

Print Name of Treasurer (or Candidate)

Signature of Treasurer or Candidate (if candidate campaign committee and treasurer unavailable)

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

08/19/2016 5:44 PM Page 1/6

DETAILED SUMMARY PAGE


ID#

JUAREZ FOR TUSD


PRE-PRIMARY REPORT
June 1,2016 through August 18,2016

013-2016
RECEIPTS

4a. Individuals - more than $25 (Total from Schedule A)

This Period

To Date

$6,300.00

$8,340.00

4b. Individuals - aggregate $25 or less (Total from Schedule A-1)

$0.00

$0.00

4c. Political Committees (Total from Schedule B)

$0.00

$0.00

$6,300.00

$8,340.00

$0.00

$0.00

$6,300.00

$8,340.00

5a. Loans made or guranteed by candidate (Total from Schedule C)

$0.00

$0.00

5b. All other loans

$0.00

$0.00

5c. Total Loans [add 5a and 5b]

$0.00

$0.00

6. In-Kind contributions (Total from Schedule E)

$0.00

$0.00

7. Dividends, interest and other forms of receipts

$0.00

$0.00

$6,300.00

$8,340.00

4d. Subtotal Contributions [add 4a,b,c,d]


4e. Refund of contributions (Total from Schedule F-2)
4f. Total Contributions Other than Loans and In-Kind [substract 4e from 4d]

8. Total Receipts [add 4f, 5c, 6, and 7]

DISBURSEMENTS
9. Expenditures for operating expenses (Total from Schedule D)

This Period

To Date

$564.85

$2,204.93

10. Indepedent Expenditures (Total from Schedule D-1)

$0.00

$0.00

11. Value of In-Kind expenditures (Total from Schedule E)

$0.00

$0.00

12. Loans made by Reporting Committee (Total from Schedule D-2)

$0.00

$0.00

13a. Repayment of loans made or guaranteed by candidate (Total from Schedule D-4)

$0.00

$0.00

13b. Repayment of all other loans (Total from Schedule D-3)

$0.00

$0.00

13c. Total Loan Repayments [add 13a and 13b]

$0.00

$0.00

14. Transfers to other political committees (Total from Schedule D-6)

$0.00

$0.00

15. Any other disbursement (Total from Schedule D-7)

$0.00

$0.00

$564.85

$2,204.93

$0.00

$0.00

$564.85

$2,204.93

$0.00

$0.00

16. Subtotal disbursements [add 9,10,11,12,13c,14 and 15]


17. Rebates, refunds and other offsets to operating expenses (Total from Schedule D-3)
18. Total disbursements [subtract line 17 from line 16]
19. Total outstanding Debts owed by Committee (Schedule F-3)

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

08/19/2016 5:44 PM Page 2/6

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

JUAREZ FOR TUSD

013-2016
Name, Address, Occupation and Employer of Contributor
Brian Flagg
401 26TH ST
TUCSON, AZ 85713-CATHOLIC WORKER
CASA MARIA
Bridget Riceci
633 W PLACITA CAMPOS DE ADOBES
TUCSON, AZ 85704-DIRECTOR OF SALES
THAYER MEDICAL
Carolyn Trowbridge
744 S 5TH AVE
TUCSON, AZ 85701-RN
RETIRED
Dan Eckstrom
2619 S. 8TH AVE
TUCSON, AZ 85713-PRESIDENT
DWE MANAGEMENT, INC
Diana Rhodes
1011 S 4TH AVENUE
TUCSON, AZ 85701-PUBLIC RELATIONS DIRECTOR
STRATEGIES 360
Emily Elias
2324 E DRACHMAN
TUCSON, AZ 85719-EDUCATOR
CATAPULT LEARNING
Ernesto Valdez
2503 E PARKSIDE DR
TUCSON, AZ 85713-STUDENT
<<employer not specified>>
Eva Dong
658 WEST CALLE GARCIA
TUCSON, AZ 85706-EDUCATOR
RETIRED
FRED YAMASHITA
3300 N PASEO DE LOS RIOS
NUMBER 24101
TUCSON, AZ 85712-UNION REP
UFCWLOCAL99
John Finkelstein
720 S 2ND AVE
TUCSON, AZ 85701-VOLUNTEER
ARMORY PARK CENTER
Keith Bagwell
744 S 5TH AVE
TUCSON, AZ 85701-EXECUTIVE ASSISTANT
PIMA COUNTY

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

07/06/2016

$50.00

$70.00

07/09/2016

$50.00

$50.00

07/09/2016

$25.00

$45.00

07/09/2016

$100.00

$100.00

07/09/2016

$25.00

$100.00

07/09/2016

$35.00

$35.00

07/09/2016

$25.00

$25.00

07/09/2016

$30.00

$60.00

07/09/2016

$50.00

$150.00

07/09/2016

$25.00

$25.00

07/09/2016

$100.00

$100.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/19/2016 5:44 PM Page 3/6

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

JUAREZ FOR TUSD

013-2016
Name, Address, Occupation and Employer of Contributor
Manuel Cota
2162 W. SPEEDWAY BLVD #8105
TUCSON, AZ 85745-PROGRAM COORDINATOR
PIMA COUNTY
Maria Federico Brummer
2531 E 20TH ST
TUCSON, AZ 85701-EDUCATOR
TUSD
Marisol Flores Aguirre
640 N AVENIDA ALEGRE
TUCSON, AZ 85745-PROGRAM DIRECTOR
YWCA
Mary Kolsrud
8605 E TANQUE VERDE RD
TUCSON, AZ 85749-ASSISTANT PRINCIPAL
TUSD
MICHELLE Aguilar
2831 W CLEARVIEW DR
TUCSON, AZ 85745-PHYSICIAN
EL RIO HEALTH CENTER
Steven valecia
443 W. LOUISIANA ST
TUCSON, AZ 85706-MAINTC WORKER
CAPCON
Tamara Prime
1023 W 1ST AVE
TUCSON, AZ 85719-CHIEF OF STAFF
CITY OF TUCSON
Kelly R Thomson
904 N PERRY AVENUE
TUCSON, AZ 85705-PHYSICIAN
EL RIO HEALTH CENTER
Patricia Ann Wiedhopf
7510 E RIO VERDE DRIVE
TUCSON, AZ 85715-SPECIAL STAFF ASSISTANT
PIMA COUNTY
FRANk Valenzuela
5817 E BAKER STREET
TUCSON, AZ 85711-RETIRED
<<employer not specified>>
Guillermo Andrade
3248 W WYOMING STREET
TUCSON, AZ 85746-SOCIAL WORKER
LA FRONTERA

Generated by CF (Ver 9.0 Rel 0 Bld 55)

Date

Amount

New Balance

07/09/2016

$25.00

$25.00

07/09/2016

$100.00

$150.00

07/09/2016

$100.00

$100.00

07/09/2016

$50.00

$50.00

07/09/2016

$150.00

$150.00

07/09/2016

$30.00

$30.00

07/09/2016

$30.00

$30.00

08/13/2016

$100.00

$100.00

08/13/2016

$25.00

$25.00

08/15/2016

$50.00

$50.00

08/15/2016

$25.00

$25.00

ONLY VALID IF FILED WITH PIMA COUNTY

08/19/2016 5:44 PM Page 4/6

Contributions more than $25 (from INDIVIDUALS)

SCHEDULE

ID#

JUAREZ FOR TUSD

013-2016
Name, Address, Occupation and Employer of Contributor
Carly Brooks
2023 E TOPEKA DRIVE
PHOENIX, AZ 85024-HOUSEWIFE
<<employer not specified>>
Montserrat Caballero
3039 W CALLE LEVANTE
TUCSON, AZ 85746-ADVANCED PROGRAM COORDINATOR
PIMA COLLEGE

Date

Amount

08/16/2016

$5,000.00

$5,000.00

08/16/2016

$100.00

$100.00

Total

Generated by CF (Ver 9.0 Rel 0 Bld 55)

New Balance

ONLY VALID IF FILED WITH PIMA COUNTY

$6,300.00

08/19/2016 5:44 PM Page 5/6

Expenditures for Operating Expenses

SCHEDULE

ID#

JUAREZ FOR TUSD

013-2016
Name and Address to whom expenditure was made
Brooklyn Pizza
534 N 4TH AVE
TUCSON, AZ 85705-food for volunteers
Bison Witches
326 N 4TH AVE
TUCSON, AZ 85705-food for volunteers
Boston Market
6960 E 22ND STREET
TUCSON, AZ 85710-food for volunteers
Peacesupplies/Gloo Factory
238 E 26TH ST
TUCSON, AZ 85713-yard signs
Fry's Food
3640 S 16TH AVE
TUCSON, AZ 85713-water for volunteers
La Estrella
5266 S 12TH AVE
TUCSON, AZ 85706-pan dulce for volunteers
Office Max
860 EAST BROADWAY AVE
TUCSON, AZ 85719-paper
Office Max
860 EAST BROADWAY AVE
TUCSON, AZ 85719-copies
Office Max
860 EAST BROADWAY AVE
TUCSON, AZ 85719-copies
Godaddy.com
14455 N HAYDEN RD #219
SCOTTSDALE, AZ 85260-monthly service fee
Office Max
860 EAST BROADWAY AVE
TUCSON, AZ 85719-copies
Office Max
860 EAST BROADWAY AVE
TUCSON, AZ 85719-office supplies

Generated by CF (Ver 9.0 Rel 0 Bld 55)

ONLY VALID IF FILED WITH PIMA COUNTY

Date

Amount

06/15/2016

$26.20

06/27/2016

$42.10

08/01/2016

$32.28

08/01/2016

$70.51

08/08/2016

$14.28

08/08/2016

$16.90

08/08/2016

$34.52

08/08/2016

$126.44

08/09/2016

$86.47

08/15/2016

$6.48

08/15/2016

$49.98

08/15/2016

$58.69

Total

$564.85

08/19/2016 5:44 PM Page 6/6

Coversheet

MEETING OF:

July 12, 2016

TITLE:

Approval of Expenditures in Excess of $250,000 for Employee Leasing Services Using a Cooperative Contract
(Return to Work Retirees and Substitute Teachers)

ITEM #:

23

Information:
Study:
Action:

PURPOSE:
Approval of expenditures in excess of $250,000 for Employee Leasing Services using a Cooperative Contract.

DESCRIPTION AND JUSTIFICATION:


The District intends to procure Employee Leasing Services from Educational Services Inc. for return to work retirees and substitute employees. Estimated
expenditures for these employee leasing services for the 2017 fiscal year are expected to be $22 to $24 million.
The District currently uses a Mohave Educational Services Cooperative Contract for all employee leasing services. Continued use of the Mohave Educational
Services Cooperative Contract is recommended. Purchasing has performed the Due Diligence on the Mohave Educational Services Contract and has
determined it to be in the best interest of the District to continue using this contract. The competitive process that took place was in compliance with AZ
Administrative Code R7-2-1041 Competitive Sealed Proposals.
Anna Maiden, Chief Human Resource Officer, Karla Soto, Chief Finance Officer will be present to answer questions regarding the use of employee leasing
services.
Kevin Startt, Director of Purchasing, will be present to answer questions related to procurement.

BOARD POLICY CONSIDERATIONS:


Compliance with Governing Board Policy DJ, Purchasing Procedures

LEGAL CONSIDERATIONS:
For all Intergovernmental Agreements (IGAs), Initiator of Agenda Item provides the name of the agency responsible for recording the
Agreement after approval:

For amendments to current IGAs, Initiator provides original IGA recording number:

Legal Advisor Signature (if applicable)

BUDGET CONSIDERATIONS:
X

District Budget

Budget Certification (for use by Office of


Financial Services only):
Date

http://boardagenda/Bluesheet.aspx?ItemID=6451&MeetingID=239[7/11/2016 12:55:02 PM]

Coversheet
State/Federal Funds
X
OtherVarious site budgets
Budget Code
Budget Cost
$22 to $24 million
dollars

I certify that funds for this expenditure in the amount of $ are


available and may be:
Authorized from current year budget
Authorized with School Board approval
Code:Fund:

INITIATOR(S):

Kevin Startt, Director of Purchasing


Name

6/30/2016
Title

Date

DOCUMENTS ATTACHED/ ON FILE IN BOARD OFFICE:

ATTACHMENTS:
Click to download
No Attachments Available

TUCSON UNIFIED SCHOOL DISTRICT

BOARD AGENDA ITEM


CONTINUATION SHEET

http://boardagenda/Bluesheet.aspx?ItemID=6451&MeetingID=239[7/11/2016 12:55:02 PM]

About Us
ESI began in 1999 as a modest, one-district operation in Arizona. Since then, we've grown to become a
trusted employee sta ng solution for school districts, cities and colleges, while remaining a privately
owned company. Employers turn to us to retain the right talent for any given position, while saving them
time and minimizing their HR costs.

Meet our team, dedicated to delivering the solutions our


clients expect.

Phil Tavasci
President

Contact

Dwight Peck
VP of Operations

Contact

Tom Hancock
VP of Human Resources

Contact

Rob Brooks
VP of Marketing

Contact

Donnie Atkinson
Director of Operations

Contact

Allen Keyser
HR Coordinator

Contact

Becky Field
Client Service Representative

Contact

Chip Teetsel
Sales Manager

Contact

Je Strand
National Sales Director

Contact

Jerrica Plecker
Payroll Manager

Contact

Jim Fogltance
HR Coordinator

Contact

Jocelyn Phok
Implementation Manager

Contact

Louisa Cabrera
HR Coordinator - Yuma

Contact

Renae Severson
Billing Manager

Contact

Shirley Barna
HR Consultant, PHR, SHRM-CP

Contact

Toni Parkhurst
Client Service Representative Tucson

Contact

Trissa Bouwhuis
Client Service Representative

Contact

CONTACT (/contact) (844) 614-7784


21819 North Scottsdale Road, Suite 100, Scottsdale, AZ 85255

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1Government Procurement Alliance


(1GPA) Contract #12-13
Mohave Educational Services Cooperative
(MESC) Contract #12E-ESI-0517
Strategic Alliance for Volume Expenditure
(SAVE) Contract #14-06MP

2016 Educational Services, Inc. All rights reserved. | Login (/user)

Home

Services

Team

Clients

Resources

Contact

Wellness

LET US
GUIDE YOU
INFORM
PREPARE
COMMUNICATE

We are an independent employee bene ts consultation rm


focused on making bene ts simple and seamless. Our target
market is intentionally narrow so each of our clients and their
employees get the service they deserve from our dedicated sta .
We value our clients and invest the time and attention needed to
bring them peace of mind.

Strategy
Were a small rm with a personalized approach.
Capital Financial has a di erent strategy than a lot of the bigger companies out
there. A large consulting rm may have thousands of employees around the
world, but because of an exceptionally large amount of clients, the sta can be
overworked and overwhelmed.
When working with Capital Financial, you are the big sh in our pond.
Our sta is able to o er best-in-class consulting and service using three steps:
Inform
Staying informed with The Patient Protection and A ordable Care Act (PPACA), or
Obamacare, is important in establishing the right employee bene ts program for
your company. Well alert you to the latest in industry changes and evaluate
existing strategies and healthcare costs.
Prepare
Quarterly meetings (performance reviews) are invaluable to our process. They
allow us to prepare and project for the future, giving us insight into how a
customized bene ts program will t into your budget. They also help us set
expectations for the following year. We prepare RFPs for public procurement to
easily show that our team has invested quality time to make sure your company is
getting a good product at the right price.
Communicate
When a new bene ts program is on the horizon, employees expect a smooth
transition. Our sta is trained to communicate with employees through seminars,
bene t guides and multiple unique enrollment strategies, ensuring the transition
is seamless.

Phil Tavasci

Rob Brooks

Allison Wagner

Julie R

Partner

Managing Partner

Senior Account Manager, GBA

Senior Acco

Phil has worked with more than 190 Arizona


school districts dating back to 2003. When he

Rob has extensive experience working with


Arizona insurance carriers and vendors in a

Allison has account management experience on


both the broker and carrier side of the insurance

Julie brings a w
Financial, with

realized that many districts were being


underserviced by their bene ts consultants, he
decided to start his own rmCapital Financial,

variety of industries. In 2010, his focus turned to


Arizona school districts and has been an integral
partner at Capital Financial ever since. Rob

industry, making her background invaluable to


Capital Financial. She researches and resolves
claim issues for all health and welfare bene t

working in the
industry. She m
sizes and secto

PLC was founded in 2006. Since then, he has led


business development for the company.

reviews and analyzes employee bene ts


programs, negotiates carrier agreements and
renewals and strategizes with our client and

programs, and serves as a liaison between the


employee and insurance company.

President of Em
detail at Capita
meaningful, lon

Phil graduated from Northern Arizona University


with a Bachelor of Science degree in Business

executive teams.

Before joining Capital Financial, she served as the


Regional Account Manager at a national vision

Administration. He currently serves as President


on the universitys Board of Alumni. He resides in
Scottsdale with his wife. Outside of the o ce, he

Rob earned his Bachelor of Science degree in


marketing at Arizona State University, and he
serves on the Board of Directors for The

insurance company. She also worked as a


primary key account contact for multiple Arizona
municipalities, school districts and private

Julie and her hu


volunteer at he
free time outdo

is a car enthusiast and likes to golf.

Centurion Project. He and his wife, Carly, live in


Phoenix with their daughter, Maddison.

employers. Allison lives in Waddell and enjoys


horseback riding and gardening.

Arizona.

Employee Benefits Guide

clients.

We redesigned a booklet outlining the bene t options to qualifying Marana USD employees during Open Enrollment. It was printed and also made available online
in a digital version. Click the image above to view the digital booklet.

Resources
Lookback Guidelines (pdf)

21819 N Scottsdale Rd
21819 N Scottsdale Rd, Scottsdale,
AZ 85255

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GET info@capconsulting.com
480.269.8154
IN 21819 N. Scottsdale Road, Suite 100
TOUCH Scottsdale, AZ 85255

Governmental Purchasing Cooperative Contract #14-53-01S


2013 Capital Financial. All Rights Reserved.