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CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: Rachel G. Clark, CMC
City Clerk
Subject: Resolution of the Mayor and
Council adopting an amended Conflict of
Interest Code and rescinding Resolution No.
2009-1
Dept: City Clerk
Date: December 8, 2010
Council Date: December 20, 2010
Synopsis of Previous Council Action:
12/7/2010 Recommended for approval at the Legislative Review Committee meeting with
Committee members Marquez (Chair), Shorett, and McCammack present.
3/1/82 Resolution No. 82-99 was adopted amending the Conflict of Interest Code to incorporate
the Fair Political Practices Commission's Standard Model Conflict of Interest Code for the City
of San Bernardino.
The resolution has subsequently been amended by Resolution Nos. 82-402, 83-462, 84-17, 84-
428,85-97,86-105,88-420,89-16,91-12,92-466, 94-31, 94-362, 96-381, 97-23, 98-333, 2000-
355, 3001-345, 2002-328, 2004-338, 2006-374, 2008-376 and 2009-1 to add or delete positions
required to file, or to change filing requirements and/or position titles of the various positions
and/or committees contained in the code.
Recommended Motion:
That said resolution be adopted.
~~ b.~
Signature
Contact person:
Rachel G. Clark
Phone:
Ext 3210
Supporting data attached: Yes
Ward:
FUNDING REQUIREMENTS:
Amount:
Source: (Acct. No.) -0-
(Acct [)e~cription) -0-
Finance:
Council Notes:
Agenda Item No.
d~
/;2-;;0 -d()/O
STAFF REPORT
Date:
To:
From:
Subject:
December 8, 2010
Honorable Mayor and Members of the Common Council
Rachel G. Clark, CMC, City Clerk
Resolution of the Mayor and Common Council adopting an amended Conflict of
Interest Code and rescinding Resolution No. 2009-1
Council
Meeting:
December 20, 2010
Background:
The Political Reform Act requires every local government agency to review its Conflict of
Interest Code biennially to determine if it is accurate and up-to-date, or alternatively, whether the
Code must be amended.
In 2009 the Fair Political Practices Commission (FPPC) notified us that there were a number of
areas of the Code which should be amended. Specifically, FPPC asked that the following areas
be amended:
o Add standard language indicating that the 87200 filers are listed in the code for
information purposes only.
o Include a cover page that incorporates Regulation 18730, and delete language that
duplicates the language incorporated in Regulation 18730.
o Create disclosure categories.
o Consultants are required to file annual Form 700's in addition to the assuming and
leaving office 700's required in the code. Recommended deleting this language from the
code.
Since then, several departments have been reorganized. Given the fact that FPPC requested that
our Code be amended and taking into account the reorganization of several departments,
representatives from the City Attorney's Office and the City Clerk's Office have given an in-
depth analysis of our existing Conflict of Interest Code and the disclosure categories.
The City Attorney's Office has prepared the attached Resolution that brings the City's Conflict
of Interest Code up to date. Additionally, the Disclosure Categories have been revised, as
requested by FPPC.
U sing current organization charts for each department and the proposed disclosure categories,
representatives from the City Attorney's Office and the City Clerk's Office made preliminary
recommendations on disclosure categories for positions on the organization charts.
Subsequently, City Clerk Clark and Deputy City Clerk Hartzel met with each department head,
or a representative, to confirm that the disclosure categories we had identified fit the position for
the designated filers, as well as to assist us in identifying any positions that should be added or
deleted from the list of designated filers. Attached is a list of the designated filers and their
disclosure categories.
Financial Impact:
Although there is significant staff time involved in processing Statements of Economic Interests
and answering conflict of interest questions, the recommended changes would not result in
significant added fiscal impact.
Recommendation:
Adopt resolution.
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RESOLUTION NO.
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO ADOPTING AN AMENDED CONFLICT OF INTEREST
CODE AND RESCINDING RESOLUTION NO. 2009-1.
WHEREAS, the City of San Bernardino is required by the Political Reform Act of
1974 (Govt. Code section 81000 et seq; hereinafter referred to as "Act") to adopt a Conflict
of Interest Code;
WHEREAS, the Fair Political Practices Commission has adopted a regulation (2
California Code of Regulations section 18730) containing a model Conflict of Interest Code
("Model Code"), which if incorporated by reference along with a designation of employees
and formulation of disclosure categories by the City will constitute the Conflict of Interest
Code required by the Act;
WHEREAS, the terms of 2 California Code of Regulations Section 18730 and any
amendments to it duly adopted by the Fair Political Practices Commission were incorporated
by reference by Resolution No. 82-99; and
WHEREAS, the City is required to review its conflict of interest code every two
years and the City now wishes to readopt and update its conflict of interest code.
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON
COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. Resolution No. 2009-1 is hereby rescinded.
SECTION 2. The terms of the Model Code set forth in 2 California Code of
Regulations Section 18730, as such may be amended from time to time by the Fair Political
Practices Commission, are duly adopted and incorporated by reference as if set forth fully
herein.
SECTION 3. For purposes of the requirements of the Act and the provisions of the
Model Code, the Designated Employees of the City of San Bernardino shall be the persons
holding those offices and/or positions set forth in appendix "A", attached hereto and
incorporated by reference herein.
fF8fJ
{;;?-'dtJ-CJo I
1 SECTION 4. For purposes of the requirements of the Act and the provisions of the
2 Model Code, the disclosure categories of the City of San Bernardino shall be the categories
3 set forth in Appendix "B", attached hereto and incorporated by reference herein.
4 SECTION 5. For purposes of the Act, the provisions of this Resolution, the Model
5 Code, and the attached Appendix "A" and "B" shall together constitute the Conflict of
6 Interest Code of the City of San Bernardino.
7 SECTION 6. Designated employees shall file their statements of economic interest
8 with the City Clerk of the City of San Bernardino, using forms prescribed by the Fair
9 Political Practices Commission.
10 SECTION 7. Statements for all designated employees will be retained by the City
11 of San Bernardino and will be available for inspection and reproduction pursuant to Govt.
12 Code section 81008.
13 SECTION 8. This Conflict of Interest Code of the City of San Bernardino shall take
14 effect immediately upon its approval by the Mayor and Common Council.
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2
1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO ADOPTING AN AMENDED CONFLICT OF INTEREST CODE AND
2 RESCINDING RESOLUTION NO. 2009-1.
3
4 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and
5 Common Council of the City of San Bernardino at a meeting thereof, held on the
6 _ day of
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9
,2010, by the following vote, to wit:
COUNCIL MEMBERS:
AYES
NAYS
ABSTAIN
ABSENT
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LLEY
C CAMMACK
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23 AMES F. PENMAN,
ity Attorney
Rachel Clark, City Clerk
,2010.
The foregoing Resolution is hereby approved this _ day of
PATRICK J. MORRIS, Mayor
City of San Bernardino
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3
CONFLICT OF INTEREST CODE
OF THE
CITY OF SAN BERNARDINO
(Amended December 20, 2010)
The Mayor, Members of the City Council and Planning Commission, the City Manager,
the City Attorney, the City Treasurer, and all other City officials who manage public
investments as defined by 2 Cal. Code of Regs. S18701(b), are NOT subject to the City's
Code but are subject to the disclosure requirements of the Act. (Government Code
Section 87200 et seq.). [Regs. S 18730(b )(3)]
DESIGNATED POSITIONS
Animal ContFol DepaFtment
Director of }.nima1 Control
Consultant
CONFLICT OF INTEREST CODE
DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
1,2,1,5,&6
1,2,1,5, & 6
APPENDIX A
NEW
CATEGORIES
Note: The Animal Control Department became part of the Police Department.
City Attorney's Office
Assistant City Attorney
City Attorney Investigator
Deputy City Attorney I
Deputy City Attorney II
Deputy City Attorney III
Deputy City Attorney IV
Senior Assistant City Attorney
Senior Deputy City Attorney
Supervising City Attorney Investigator
Consultant
,^J1 Categories
}J1 Categories
,^JI Categories
,^J1 Categories
:\11 Categories
All Categories
All Categories
All Categories
f.11 Categories
All Categories
City Clerk's Office
Assistant City Clerk
City Clerk
Business Registration Supervisor
Consultant
City Mana2er's Office
Assistant City Manager
Assistant to the City Manager
Manager of Communications
Consultant
fJ1 Categories
,^J1 Categories
,^J1 Categories
All Categories
fJI Categories
,'\11 Categories
Civil Service
Civil Service Board Chief Examiner
Human Resources Analyst
Consultant
2, 1, 5, & 6
2,1,5, & 6
2,1,5,&6
File location: S:Drive/SEI Disclosure Categories
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1
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1
1
1
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1
1
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1
2,3
2
2,6
2,6
Updated: 12/2/2010
DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
NEW
CATEGORIES
Cede EBfeFeellleBt
Administrative Analyst II
f,.~at:ive AssistaBt
Administrative Services Supervisor
CetIe EBfereemeBt Difeeter
Code Enforcement Officer I
Code Enforcement Officer II
Deputy Direet:er Cede BBf8ftleBleBt
Senior Code Enforcement Officer
Supervising Code Enforcement Officer
Weed Abatement Coordinator
COBSUltaBt
All Categories
AM Categeries
All Categories
All Categeries
All Categories
All Categories
~\11 Categeries
All Categories
All Categories
All Categories
All Categeries
Note: The Code Enforcement Department became part of the new Community Development
Department.
Communitv Develooment Deoartment
Administrative Analyst I
Administrative Analyst II
Administrative Services Supervisor
Director of Community Development
Assistant Planner
Associate Planner
Building Inspection Supervisor
Building Inspector I
Building Inspector II
Building Inspector ill
Building Official
Code Enforcement Division Manager
Deputy Director/City Planner
Code Enforcement Officer I
Code Enforcement Officer II
CeBStRJebeB BagiBeer
Construction Inspector IINPDES
Construction Inspector WNPDES
Development Services Technician
Engineering Assistant I
Engineering Assistant II
Engineering Assistant ill
Engineering Associate
Mobile Home Inspector
Planning Aide
~\11 Categeries
~\11 Categeries
~\11 Categeries
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
AD. Categeries
~\11 Categeries
All Categeries
All Categeries
All Categeries
:\11 Categeries
fJl Categeries
All CategeRes
All Categeries
All Categeries
~\11 CategeRes
~\11 Categeries
All Categeries
~\11 Categeries
.\11 Categerles
.\11 Categenes
AD. Categeries
1
1
1
1
1
1
1
1
1
~\11 Categeries
File location: S:DrivelSEI Disclosure Categories
2
Updated: 121212010
fr:~!"" ~_". "~. '\ . (' h -~ _-'l~~ . .. :
~I ,.r:h:1lI'~::~Aj~. ,'- Jl. ~..:-L..~_~~_:_r~~] . _ ~;l;;Q
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DESIGNATED POSITIONS
Community Development Department (Continued)
Plans Examiner
Senior Civil Engineer
Senior Code Enforcement Officer
Senior Planner
Senior Plans Examiner
Supervising Code Enforcement Officer
Weed Abatement Coordinator
Council Office
Administrative Analyst II
Executive Staff Assistant to the City Council
COB5ultaBt
c
Development Serviees Department
Administrativ~ Analys!..! _ _ _
.l\ssistaHt Dir-eetor
Direetor of De>/elepmeat Serviees
:A"s-sistant PI.iOOer. - . -. ~-
Associate Planner
I
Building Inspection Supervisor
IBuilding Inspector I
IBuilding Inspector II
Building Inspector III
,Building Official
PREVIOUS
CATEGORIES
NEW
CATEGORIES
f.ll Categeries
All Categeries
All Categ<>ries
All Categories
.^..ll Categ<>ries
All Categories
All Categeries
1
1
1
1
1
1
1
All Categories
.^111 Categ<>ries
fJI Categories
1
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All Categories
All Categories
All Categ~es
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
City PlannerlDeput), Dir-eetor ef De-velopmeBt Ser\'iees .^..ll Categeries
COHstmetion Engineer .^111 Categories
,.
~CC"tc:(..-~~~..- "'~"-, ,,-"re-'--~~ ' "[I 'f ~,~--~~ ~
~1~12.~J_l!:l.a10~q\/'~/}~-U~~~::~_" ."-h ,I ~;...\_- ~_'!..::.,:~~II.I.~~ ~. ....-a
DepHty City Engineer
D6"/elopmeat Serviees ;\ElministratY:e Supervisor
:i:>e~lopment s;rricesTechiiician- - - --
.Engineering Assistant I
Engineering Assistant II
Engineering Assistant III
o
jNPDES Coord!!!a.!.<>r_
NPDES Inspeetor
IP.!~g Aig~ :
File location: S:Drive/SEI Disclosure Categories
;\11 Categories
f.ll Categories
A.ll C.ategories
All Categories
A.ll Categories
All Categories
_ _ 1\,11 Categori~s _
~l Categorie!
bJl Categori_es
3
Updated: 12/2/2010
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DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
NEW
CATEGORIES
J)e.leloBmeBt Serviees DeBftrtment (Continued)
Plans Examiner
PriBeipal Civil Engineer
PriBeipal Plmmer
Real Property MllBager
All Categories
All Categories
.^JI Categories
;\ll Categories
r.~I'-I''-~~~ l0-~~~C ~c .' ',. ., <'\11 ((-~ ~~ "~ '-, "'~'~
~~ _~1.'~~'.:'.:!1,/~~.:..~(.:~~~11. ,_.~_ _ 1~::,~\~::"0 . ",
''"
., .
;Senior Planner
Senior Plans Examiner
Tratlle Engineer
All Categories
All Categories
All Categories
!:7 ,....", F- -!\ ---"l_ <'\ _''-'' ,1" -'....."~ ,_ c'D'
i1Jl~'!J~lI~",,(.r:1-'-;-:':''''"'Jfhcts'''T:~t2'.3, I~\ .'1. ! ;:j'",,;'j ",
~'>.ili7fu ~f~\.;; ~kfi.011J1A~i!;jl%'f . .. .. , . ~'~;l>:O:);J~~fG:-oJ.. ,,,J.~
COBSwtaBt
.\ll Categories
Note: The Development Services Department became part of the new Community
Development Department and the new Public Works Department. Positions that have moved
to Community Development are shown in yellow. Positions that have moved to Public Works
are shown in blue. Positions retained by both departments are shown in green.
Faeilities Mllnfti!ement
Direeter of Faeilities Management
.^.dministrMi'/e .^ .nalyst
Custodial Supervisor
Faeilities MamtenllBoo Sl:!fJervisor
Project Manager - Energy Conservation
CoaswtaBt
1,2, 4,5, &. 6
1,2, 4, 5, &. 6
1,2,4,5, & 6
1,2, 4,5, &: 6
1,2,4,5, & 6
1,2, 4, 5, &: 6
Note: Facilities Management became part of the new Public Works Department.
File location: S:DrivelSEI Disclosure Categories
4
Updated: 12/212010
DESIGNATED POSITIONS
Finance Deoartment
Director of Finance
Accounting Manager
BuyeF
Deputy Director/Budget Manager
Purchasing Manager
CeesultaBt
Fire DeDartment
Fire Chief
f~stmtive 1\Balyst II
Battalion Chief
Captain - Lead Arson Fire Investigator
Code Enforcement Officer II
Deputy Fire Chief
Emergency Medical Services Coordinator
Emergency Services Manager
Fire Captain
Fire Equipment Maintenance Supervisor
Fire Marshall
Fire Plans Examiner/Systems
Fire Prevention Officers
Fire Prevention Supervisor
Fire Prevention Technician
TftIiBiBg Offieer
CeesultaBt
Human Resources DeDartment
Director of Human Resources
Human Resources Manager
Risk Manager
Workers' Compensation Manager
Safety Oflieer
Workers' Compensation Adjuster
Werkefs' CempeasatieB Teelmieitm
CeB9UItaBt
File location: S:DrivelSEI Disclosure Categories
PREVIOUS
CATEGORIES
.AJl Categeries
1,2, 4, 5, &: 6
1,2, 4,5, &: 6
AR Categeries
1,2, 4,5, &, (;
All Categeries
All Categories
All Categories
AU Categeries
All Categeries
All Categeries
All Categeries
f~ll Categeries
All Categeries
.'\ll Categeries
AR Categaries
1, 2, 4, 5, &: 6
1, 2, 4, 5, &: 6
1,2, 4,5, &: 6
1, 2, 4, 5, &: (;
1,2, 4,5, &, 6
1, 2, 4, 5, &: 6
1,2, 4,5, &, 6
5
NEW
CATEGORIES
2,6
2,6
2,6
2,6
1
1
1
1
1
6
3,6
1
6
1
1
1
1
1
5,6
6
6
6
6
Updated: 12/212010
DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
Information TechnolO2V
Applications Development Manager
Director of Information Technology
GIS Administrator
IT Operations Supervisor
Public Safety IT Manager
Senior Network Administrator
CeBSUltaBt
1, 2, ~, 5, &, 6
1,2, 4,5, &, 6
Libra"
Library Administrative Supervisor
Library Director
Library Information Technology Manager
Principal Librarian
Deputy Li9rfIfY Difeetar
CeBSBltaBt
AR Categeries
.,
AR Categeries
All Categefies
Mavor's Office
Assistant to the Mayor
Chief of Staff
Pt-ejeet MaBeger
CeDSUkaBt
All Categeries
All Categeries
All Categefies
All Categeries
NEW
CATEGORIES
6
5,6
6
6
6
6
6
1
6
6
1
1
Parks. Recreation & Communitv Services DeDartment
Administrative Services Manager 1
Arborist/free Trimmer Supervisor 2, 6
Director of Parks, Recreation & Community Services 1,2, 4,5, &, 6 1
~A~thl. FieW MaiBteBaBee Speeialist 1,2,4,5, &, 6
Center for Individual Development Manager 1, 2, ~, 5, &, 6 2,6
Community Recreation Manager 1, 2, ~, 5, &, 6 2,6
Community Recreation Program Supervisor 1, 2, 4, 5, &, 6 2,6
Community Recreation Program Supervisor
(Soccer) 6
CalBlBHBity Serviee CeBter Supeni.ser 1, 2, 4, 5, &, 6
Deputy Director 1
Feee 8erviee Supeffiser R 1, 2, ~, 5, &, 6
File location: S:DrivelSEI Disclosure Categories
6
Updated: 12/212010
DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
NEW
CATEGORIES
Parks. Recreation & Communitv Services DeDartment (Continued)
Human Services Program Manager 2,6
L8Btlseape IBspeebeB SHpef\<iser 1,2, 4,5, &, 6
LaBtiseftJle lBspeeter II 1, 2, 4, 5, &. 6 2, 6
Landscape Maintenance District Supervisor 2, 6
Parks Maintenance Supervisor 1,2, 4, 5, &. 6 2,6
Parks Construction Supervisor 2, 6
Parks MaimeBaBee Division Manager 1,2,4,5, & 6 1
Reereakea &, CemmuBity Serviees Dh'iBieB M8Bager 1, 2, 4, 5, &, 6
Retired & Senior Volunteer Program Manager 1, 2, 4, 5, &. 6 2, 6
Senier ~\tJmitHs1fative ABalyst 1, 2, 4, 5, &. 6
Senior Companion Program Manager 1,2, 4,5, &. 6 2,6
CoBstikaBt 1,2,4,5, &, 6
Police DeDartment
Administrative Analyst II - Financial Unit
Asset Forfeiture Specialist
Assistant Chief of Police
Chief of Police
Police Captain
Police Lieutenant
CeasultaBt
~\ll Categeries
AD Categefies
~\ll Categeries
AD Categeries
~\ll Categeries
1
1
1
1
1
1
Puhlie 8erviees DeBattmeBt
Administrative Analyst II
Administrative Services Supervisor
Deputy DirectorlMaintenance Services
Difeeter ef PulJHe Sen'iees
Environmental Projects Manager
Equipment Maintenance Manager
Equipment Maintenance Supervisor
Fleet Services Division Manager
Fleet OperatieBs CeeFdiBatar
IBtegmteti 'Haste Custemer Serviee Sapen'iBer
All Categories
All Categories
All Categories
~\ll Categeries
All Categories
All Categories
All Categories
All Categories
~\ll Categeries
All CategerieB
File location: S:DrivelSEI Disclosure Categories
7
Updated: 121212010
DESIGNATED POSITIONS
Puhlie Semees DeBart....At (Continued)
Integrated Waste Division Manager
Integrated Waste Operations Manager
Integrated Waste Operations Supervisor
Maintenance Supervisor
Sewer Maintenance Supervisor
Street Signal/Lighting Supervisor
Tree Maintenance Supervisor/ Arborist
COBSUltaBt
PREVIOUS
CATEGORIES
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categories
All Categeries
Note: The Public Services Department became a part of the Public Works
Department, except for the Tree Maintenance Supervisor/ Arborist, which
became the Arboristtrree Trimmer Supervisor in the Parks, Recreation &
Community Services Department.
Public Works Deoartment
Administrative Analyst n
Administrative Services Supervisor
Assessment DistrictJReal Property Manager
City Engineer
Engineering Assistant I
Engineering Assistant II
Construction Inspector I
Construction Inspector n
Construction/Survey Manager
Custodial Supervisor
Deputy Director/Maintenance Services
Director of Public Works
Engineering Associate
Environmental Projects Manager
Equipment Maintenance Manager
Equipment Maintenance Supervisor
Fleet Services Division Manager
BV AC Supervisor
Integrated Waste Division Manager
Integrated Waste Field Inspector
Integrated Waste Operations Manager
Integrated Waste Operations Supervisor
Maintenance Supervisor
Principal Engineer
File location: S:DrivelSEI Disclosure Categories
All Categefte5
All Categories
All Categeries
An Categeries
AR Categeries
AR Categeries
1,2, 4,5, At {;
~\1l Categafies
AR Categeries
AR Categeries
AR Categeries
~AJI Categeries
AR Categerias
AR Categeries
All Categerias
~\1l Categeries
All Categeries
AR Categeries
8
NEW
CATEGORIES
1
1
1
1
3,6
3,6
3,6
3,6
3,6
1
1
1
3,6
1
2,5,6
2, 5, 6
2, 5, 6
2
1
1
1
1
1
3,6
Updated: 12f212010
DESIGNATED POSITIONS
Public Works Deoartment (Continued)
Project ManagerlEnergy Conservation
Real Property Specialist
Senior Civil Engineer
Senior Custodian
Sewer Maintenance Supervisor
Street SignaJ/Lighting Supervisor
Traffic Engineering Associate
Traffic Operations Systems Analyst
SBETA
~eeulive IMeeter
AssisftlBt Difeeter
C~ Mark~O
Chief, Opef8aeBS Divi5ieB
Chief, Supper! Di..isieB
CeB9ult:aBt
Water Deoartment
General Manager
~^.:eeeamiBg Superviser
Administrative Services Manager
Assistant Purchasing Agent
Deputy General Manager
Director, Finance
Director, Environmental and Regulatory Compliance
Director, Water Reclamation
Director, Water Utility
Engineering Manager
Environmental Control Officer
PriBeipal AileetmtaBt
Principal Engineer
Purchasing Agent
Special Projects Coordinator
Water Reclamation Maintenance Superintendent
Water Reclamation Operations Superintendent
Water Utility Distribution Superintendent
Water Utility Operations Superintendent
Water Utility Water Quality Control Officer
COBS1HftIBt
File location: S:DrivelSEI Disclosure Categories
PREVIOUS
CATEGORIES
All Categeries
All Categeries
;\11 Categeries
All Categeries
:\11 Categeries
~\II Categeries
All Categeries
~\II Categeries
All Categeries
.\11 Categeries
All Categeries
.\11 Categeries
All Categeries
.^..1I Categeries
~\II Categeries
All Categeries
:\-11 Categeries
All Categeries
All Categeries
~\II Categefies
All Categeries
:\11 Categeries
1,2, 4,5, &. G
All Categeries
AY Categeries
1'.11 Categeries
~\II Categefies
All Categeries
All Categeries
~\II Categeries
~\II Categefies
1, 2, 4, 5, &. G
.\11 Categeries
9
NEW
CATEGORIES
1
1
3,6
2
1
1
3,6
3,6
1
1
1
1
1
1
1
1
1
5,6,7
1
1
3,4,5,6,7
5,6,7
5,6,7
5,6,7
5,6,7
5,6,7
Updated: 121212010
DESIGNATED POSITIONS
PREVIOUS
CATEGORIES
DESIGNATED BOARDS/COMMITTEES/COMMISSIONS
NEW
CATEGORIES
All members of the following boards/committees/commissions must file Statements of Economic
Interests.
Board of Building Commissioners
Central City Parking Place Commission
Civil Service Board
Community Television Commission
Fine Arts Commission
Bureau of Franchises
Handicap Accessibility Appeals Board
Board of Librmy Trustees
Mobile Home Board
Board of Police Commissioners
All Categeries
:\II Categeries
:\II CategeFi.es
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All Categeries
All Categeries
Consultant
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Consultants shall be included in the list of designated employees and shall disclose pursuant to the
broadest disclosure category in the code subject to the following limitation:
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.
File location: S:DrivelSEI Disclosure Categories
10
Updated: 121212010
APPENDIX B
CITY OF SAN BERNARDINO
DISCLOSURE CATEGORIES
Disclosure Categories are identified below by number. Following each Disclosure Category is a
description of the Rf!2.Q.!l.i!.L~~Q.TI9.Dlicll}tere~ts which the Designated Employee must disclose when
i!?!ilgl1ec! that Disclosure Category. When a financial interest is identified, reporting of the interest is made
through the timely filing of FPPC Form 700. The FPPC Form 700 contains multiple schedules. To meet
the reporting requirement for a single Disclosure Category, the Designated Employee may need to
complete more than one FPPC Form 700 schedule..
Category 1 (Full disclosure): Interests in real property located within the jurisdiction of
the City of San Bernardino or within two miles of the boundaries of the jurisdiction or
within two miles of any land owned or used by the agency, as well as investments,
business positions and sources of income, including gifts, loans and travel payments.
Category 2: All investments, business positions and sources of income, including gifts,
loans and travel payments.
Category 3: Interests in real property located within the jurisdiction of the City of San
Bernardino or within two miles of any land owned or used by the City of San Bernardino.
Category 4: All investments and business positions in, and sources of income from,
business entities that are engaged in land development, construction or the acquisition or
sale of real property within the jurisdiction of the City of San Bernardino.
Category 5: All investments, business positions and income from business entities that
provide services, supplies, materials, machinery, vehicles or equipment of a type
purchased or leased by the City.
Category 6: All investments, business positions and income, including gifts, loans and
travel payments from sources that provide purchased or leased facilities, goods,
equipment, vehicles, machinery or services, including training or consulting services, of
the type utilized by the designated employee's department.
Category 7: All investments and business positions in, and sources of income from,
business entities subject to the regulatory, permit, licensing application or other authority
or entitlement of the designated employee's department.
Note: Foregoing disclosure categories were reviewed and agreed upon by Sr. Asst. City
Attorney John Wilson, Asst. City Attorney Stephanie Easland, Sr. Deputy City Attorney
Jolena Grider, Deputy City Clerk Linda Hartzel, and City Clerk Rachel Clark on
November 8, 2010.