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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
,
From:
Rachel Clark, City Clerk Subject:
City.Clerk (, -:/GINAl
Dept:
Date:
January 22, 1997
Resolution amending Resolution 96-381
reflecting changes to the City's Conflict
of Interest Code relating to the require-
ment for filing of Statement of Economic
Interests forms and filing categories.
Synopsis of Previous Council action:
12/16/96 Mayor and Council adopted Resolution No. 96-381 which amended Resolution
94-362 entitled in part "Resolution ~ : . Amending Conflict of Interest
Code. . .", by. Amending Appendices A and B to Add, Delete and Change the
Titles of Various Positions Within Departments of the City Which Must File
Conflict of Interest Statements.
Recommended motion:
That said resolution be adopted.
. .
~ A. ~
60 L.t- ~;e~
Contact person: Rachel G. Clark, City Clerk
Phone: 5102
Supporting data attached:
Ward:
FUNDING REQUIREMENTS:
Amount:
Source: (Acct. No.1
(Acct. DescriDtionl
Finance:
Council Notes:
Res 97- ,).3
75-0262
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Agenda Item NO~
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
On December 16, 1996, the Mayor and Council approved Resolution No. 96-381 which reflected
changes to the City's Conflict of Interest Code relating to the requirement for filing
of Statements of Economic Interests.
Prior to January 1, 1997, those required to file a Statement of Economic Interests (SEI)
were required to complete Form 721 or Form 730. The Fair Political Practices Commission
has introduced a new Form 700 to replace Forms 721 and 730. As a result, all persons
required to file an SEI will be using Form 700.
Due to the new reporting schedules in Form 700, our existing Conflict of Interest Code
must be amended to change the disclosure categories so that they will conform with the
schedules in the new Form 700.
Appendix A to the attached resolution lists the positions currently required to file an
SEI. On page 5 of Appendix A, we have added positions in the Parks, Recreation and
Community Services Department which will now be required to file an annual statement.
Appendix A and Appendix B both reflect changes made to filing categories, so that they
are consistent with the new forms.
Attached is a description of the disclosure categories. Staff and I have worked with
Senior Assistant City Attorney Huston Carlyle to incorporate all changes required as
a result of new filing forms, and the City Attorney's Office has approved the revisions
to the disclosure categories.
SEI Form 700 is much more user-friendly than the previously used Forms 721 and 730. The
City Clerk's Office will be holding training sessions in early March for all SEI filers.
This training will be designed to explain the new forms and answer any questions related
to filing requirements. By law, annual SEls must be filed no later than April 1.
It is recommended that the Mayor and Common Council adopt the form motion.
75.0264
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APPENDIX A Resolution No.
DESIGNATED POSITIONS
Administrative Office
Assistant City Administrator
Animal Control Department
Director of Animal Control
citv Attornev's Office
City Attorney Investigators
Deputy City Attorney I
Deputy City Attorney II
Deputy City Attorney III
Deputy City Attorney IV
Senior Assistant City Attorney
Senior Deputy City Attorney
Civil Service
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Civil Service Board Chief Examiner
Personnel Analyst
Cemetery Department
Cemetery Superintendent
City Clerk
City Clerk
Business Registration Supervisor
Council Office
Administrative Assistant
to the Council
Executive Assistant to the Council
Facilities Manaqement Division
Manager of Facilities Management
Administrative Analyst
Custodial supervisor
Electrical and HVAC Supervisor
Project Coordinator
Telephone Support Coordinator
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RECOMMENDED CATEGORIES
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
2, 4, 5, 6, & 7
2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
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DESIGNATED POSITIONS
RECOMMENDED CATEGORIES
Finance Department
Director of Finance
Accounting Manager
Assistant Buyer
Purchasing Manager
Fire Department
Fire Chief
Deputy Fire Chief
Disaster Preparedness Coordinator
Fire Marshal
Program Director (Emergency
Medical Services)
Librarv
Library Director
Assistant City Librarian
Manaaement Information Services Division
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Director of Management Information
Services
Mavor's Office
Affirmative Action Officer
Assistant to the Mayor
Cultural Affairs Coordinator
Executive Assistant to the Mayor
Human Relations Coordinator
Project Coordinator
Code Compliance Division
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Code Compliance Manager
Code Compliance Field Representative
Code Compliance Field Supervisor
Code Compliance Field Supervisor -
Special Projects
Code Compliance Officer I
Code Compliance Officer II
General Building Inspector
Hearing Officer
Housing Inspector
Senior Housing Inspector
Weed Abatement Aide
Weed Abatement Coordinator
4
All Categories
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
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DESIGNATED POSITIONS
RECOMMENDED CATEGORIES
Parks. Recreation and Communitv Services Department
Director of Parks, Recreation
and Community Services
Assistant Director of Parks,
Recreation and Community Services
Administrative Operations
Supervisor II
Center for Individual Development
Manager
Community Center Manager I
Community Center Manager II
Community Services Center Manager
Food Service Supervisor I
Food Service Supervisor II
Landscape Inspector II
Park Maintenance Supervisor
Park Projects Coordinator
Recreation Supervisor
Retired & Senior Volunteer Program
Coordinator
Senior Companion Program Coordinator
Senior Recreation Supervisor
Special Olympics Area Director
Superintendent of Parks
Superintendent of Recreation
Personnel Department
Director of Personnel
Personnel Analyst
Plannina and Buildina Services
Director of Planning & Building
Services
Administrative Operations
Supervisor II
Assistant Planner
Associate Planner
General Building Inspector
Inspection Services Supervisor
Plan Check Engineer
Plan Checker
Principal Planner
Senior Building Inspector
Senior plan Checker
Senior Planner
5
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
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DESIGNATED POSITIONS
RECOMMENDED CATEGORIES
Police Department
Chief of Police
Assistant Chief of Police
Administrative Analyst
Police Captain
Police Lieutenant
Public Services Department
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Director of Public Services
Administrative Analyst
Administrative Operations
Supervisor II
Arborist
Environmental/Recycling
Project Manager
Fleet Operations Coordinator
Maintenance Supervisor
Sanitation Route Manager
Sanitation Route Supervisor
Solid Waste Manager
Special Projects Maintenance
Supervisor
Street Superintendent
Central Garaae Division
Fleet Manager
Administrative Operations
Supervisor II
Equipment Mechanic Supervisor
public Works Department
Director of Public Works/City Engineer
Assistant City Engineer
Construction Engineer
Construction Inspector
Landscape Inspector I
Landscape Inspector II
Maintenance Supervisor
Real Property Official
Senior Civil Engineer
Traffic Engineer
Traffic Signals & Lighting
Supervisor
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All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
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DESIGNATED POSITIONS
Risk Manaaement
Director of Risk Management
Liability Claims Specialist
Safety Officer
Workers' Compensation Specialist
Workers' Compensation Supervisor
SBETA
Executive Director
Assistant Director
Chief, Marketing/EEO
Chief, Operations Division
Chief, Support Division
Telecommunications Division
CATV Manager
Telecommunications Technician
Coordinator
Video Production Coordinator
Water Deuartment
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General Manager
Director of Administrative Services
Director of Engineering,
Construction & Maintenance
Director of Finance
Director of Water Reclamation
Accounting Supervisor
Administrative Coordinator
Assistant Purchasing Agent
Environmental Control Officer
Facilities Maintenance Supervisor
Laboratory Director
Principal Engineer
Purchasing Agent
Regulatory Compliance & Monitoring
Coordinator
Safety Program Manager
Special Projects Coordinator
Water Reclamation Operations
Superintendent
Water Utility Operations
Superintendent
Water Utility Distribution
Superintendent
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RECOMMENDED CATEGORIES
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
1, 2, 4, 5, 6, & 7
All Categories
All Categories
All Categories
All Categories
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Consultant
Consultants shall be included in the
employees and shall disclose pursuant
disclosure category in the code subject
limitation:
list
to
to
of designated
the broadest
the following
The Mayor may determine in writing that a particular
consultant, although a "designated position," is hired to
perform a range of duties that is limited in scope and thus is
not required to fully comply with the disclosure requirements
described in this section. Such written determination shall
include a description of the consultant's duties and, based
upon that description, a statement of the extent of disclosure
requirements. The Mayor's determination is a public record and
shall be retained for public inspection in the same manner and
location as this conflict of interest code.
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APPENDIX B Resolution No.
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DESIGNATED POSITIONS
RECOMMENDED CATEGORIES
Board of Buildinq Commissioners
All Members
All Categories
Central Citv parkinq Place Commission
All Members
All Categories
Civil Service Board
All Members
2, 4, 5, 6, & 7
Communitv Television Commission
All Members
1, 2, 4, 5, 6, & 7
Fine Arts Commission
All Members
2, 4, 5, 6, & 7
Bureau of Franchises
All Members
All Categories
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Board of Librarv Trustees
All Members
All Categories
Mobile Home ~ Board
All Members
All Categories
Board of Police Commissioners
All Members
All Categories
San Bernardino Joint Powers Financinq Authoritv
All Members
All Categories
San Bernardino Park Acquisition Joint Powers Financinq
Authoritv
All Members
All Categories
Board of Water Commissioners
All Members
All Categories
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DISCLOSURE CATEGORIES
STATEMENTS OF ECONOMIC INTEREST
Disclosure Category 1:
(A-1)
Disclosure Category 2:
(A-2)
Disclosure Category 3:
(B)
Disclosure Category 4:
(C)
Disclosure Category 5:
(D)
Disclosure Category 6:
(E)
Disclosure Category 7:
(F)
City Clerk's Office
1/21/97
Investments in which you, your
or your dependent children had
indirect, or beneficial
aggregating $1000 or more, if
interest is less than 10%.
spouse,
a direct,
interest
ownership
Investments, Income/Loans, Real Property
and Assets of Business Entities/Trusts
(ownership interest is 10% or greater)
Interests in real property located
within the jurisdiction of the City of
San Bernardino in which you, your
spouse, or your dependent children had a
direct, indirect, or beneficial interest
aggregating $1000 or more during the
reporting period; rental income and
loans.
Gross income and your community property
interest in your spouse's gross income
aggregating $250 or more received from
any source located in or doing business
within the jurisdiction of the City of
San Bernardino; and, job title or
business position you held with a
business entity (director, officer,
partner, trustee, employee, or any
management position) during the
reporting period.
Loans received or outstanding during the
reporting period which aggregate $250 or
more from a single source located in or
doing business within the jurisdiction
of the City of San Bernardino.
Gifts, if reportable, if fair market
value is $50 or more.
Travel payments, advances and
reimbursements
AS a result of changes made
Planning and Building Services
motion as follows:
in item #9B, reorganization in the
Department, we need to amend the
That Appendix A be amended to incorporate the following changes:
Delete the position of General Building Inspector and add the
positions of Building Inspector I and Buiding Inspector II, and
that said resoution be adopted.
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