Cerritos City Council
August 24, 2026

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PHONE: (562) 860-0311 • CERRITOS.GOV 2008

AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Cynthia Nava, City Clerk()P
INITIATED BY: Alicia Alvarez, Assistant City Clerk-Af't DATE: August 24, 2026
SUBJECT: RECEIVE AND FILE THE 2026 LOCAL AGENCY BIENNIAL NOTICE

PURSUANT TO THE POLITICAL REFORM ACT AND DIRECT ANY PROPOSED AMENDMENTS TO BE PRESENTED TO THE CITY COUNCIL AND ITS SUBAGENCIES AT THEIR NOVEMBER 9, 2026 MEETING

BACKGROUND AND FINDINGS
The California Political Reform Act, California Government Code Section 81000 et seq. (Act), prohibits a public official from using his or her official position to influence a governmental decision in which he or she has a financial interest. Under the Act, every state and local agency must adopt a conflict of interest code that identifies all officials and employees within the agency who make governmental decisions based on the positions they hold. The individuals in these designed positions must disclose their financial interests as specified in the agency's conflict of interest code.

To help identify potential conflicts of interest, the law requires public officials and employees in designated positions in a conflict of interest code to report their financial interests on a form provided by the California Fair Political Practices Commission (FPPC) called a "Statement of Economic Interests" (Form 700). The conflict of interest codes and the Form 700s are fundamental tools in support of open and transparent government for two primary reasons.

First, they provide relevant information to the public about a public official or employee's personal financial interests to ensure that officials are making decisions in the best interest of the public and not enhancing their personal finances. Second, they serve as reminders to the public officials and employees of potential conflicts of interest so they can abstain from making or participating in governmental decisions that are deemed conflicts of interest. Together, these tools assist in ensuring that officials are making decisions in the public's best interest and not their own.

The Act requires local government agencies to conduct biennial reviews of their conflict of interest codes in even-numbered years to ensure the codes remain current and accurate as positions and duties may change over time. The City's conflict of interest code, adopted by a joint resolution of the City, Successor Agency to the Cerritos Redevelopment Agency (Agency), and Cerritos Public financing Authority (Authority), were last reviewed in 2024. The current conflict of interest code joint resolution is attached to this report (Exhibit 1).

L YNOA P. JOHNSON
MAYOR
MARK E. PULIDO

MAYOR PRO TEM

JENNIFER HONG

COUNCILMEMBER
SOPHIA M. TSE

COUNCILMEMBER

FRANK AURELIO YOKOYAMA

COUNCILMEMBER
2 2026 Conflict of Interest Code Biennial Review
August 24, 2026

State law specifies the legal deadlines for initiation of the biennial conflict of interest code review, submission of the official biennial review notice to the City Council as the agency's code-reviewing body, and presentation of the proposed updates to the City's conflict of interest code, by way of resolution, to the City Council, Agency, and Authority for review and consideration. The table below provides a summary of the deadlines and actions the City is required to take in order to complete the mandated biennial review.

Political Reform
Act Required Action Status
Deadline
By July 1, 2026 The City Council must notify COMPLETED
and direct City staff to
commence biennial review of At its Thursday, May 28, 2026, 7 the City's conflict of interest p.m. Regular Meeting, the City code Council notified and directed City
staff to commence review of the
City's conflict of interest code.

By October 1, 2026 The 2026 Local Agency Biennial IN PROGRESS Notice (2026 Notice) must be
filed with the City Council, Receipt and filing of 2026 Notice notifying the code-reviewing scheduled for the Monday, body whether code August 24, 2026, 7 p.m. amendments are required Council/Agency Regular Meeting
(Exhibit 2)
Within 90 days of Presentation of any required PENDING
filing of the biennial amendments to the City's
notice (November conflict of interest code via Scheduled for consideration at 23, 2026, if filed on proposed joint resolution the Monday, November 9, 2026, August 24, 2026) 7 p.m. Council/Agency/Authority
Regular Meeting

FINDINGS
As directed by the City Council at the May 28, 2026 Council/Agency Regular Meeting, City staff has commenced the required review of the current conflict of interest code. This review includes the analysis of City and subagency job positions and their related duties to determine whether any position warrants inclusion or removal from the code. Changes to the code will be required to reflect the inclusion of any new positions, revision of assigned disclosure categories, revision of titles of existing positions, and/or the deletion of positions that have been removed and/or positions that no longer make or participate in making governmental decisions.

Staff is presenting the required 2026 Local Agency Biennial Notice pursuant to the Act for receipt and filing (Exhibit 2). The notice officially states that proposed amendments to the code 3 2026 Conflict of Interest Code Biennial Review
August 24, 2026

are anticipated and will be presented to the City Council and its subagencies for their review and consideration no later than their November 9, 2026 regular meeting.

RECOMMENDATION
It is staff's recommendation that the City Council:

1. Receive and file the 2026 Local Agency Biennial Notice; and

2. Direct the Office of the City Clerk to present proposed changes to the conflict of interest code joint resolution to the City Council, Successor Agency to the Cerritos Redevelopment Agency, and Cerritos Public Financing Authority at the November 9, 2026 Council/Agency/Authority meeting for their review and consideration.

Exhibit List

1. Current Conflict of Interest Code Joint Resolution

2. 2026 Local Agency Biennial Notice
4 CITY OF CERRITOS

SUCCESSOR AGENCY TO THE CERRITOS REDEVELOPMENT AGENCY

CERRITOS PUBLIC FINANCING AUTHORITY
RESOLUTION NO. 2024-34
RESOLUTION NO. CSA 2024-03
RESOLUTION NO. CPFA 2024-01

A JOINT RESOLUTION OF THE CERRITOS CITY COUNCIL, SUCCESSOR

AGENCY TO THE CERRITOS REDEVELOPMENT AGENCY, AND CERRITOS

PUBLIC FINANCING AUTHORITY ADOPTING AN UPDATED CONFLICT

OF INTEREST CODE AS MANDATED BY THE CALIFORNIA POLITICAL REFORM ACT AND REPEALING RESOLUTION NOS. 2022-44, CSA 2022- 03, AND CPFA 2022-01
WHEREAS, California's Political Reform Act (Act) of 1974 imposed strict conflict of interest laws which prohibit a public official at any level of local government in making, participating in making, or in any way attempting to use his or her official position to influence a governmental decision In which he or she has a financial interest; and WHEREAS, in order to more effectively enforce these laws, the Act mandates that individuals holding certain positions in a local government agency must report and disclose their outside financial interests as described in the Act; and WHEREAS, the financial interests must be disclosed on a uniform Statement of Economic Interests form (Form 700) and other related forms created and routinely updated by the California Fair Political Practices Commission (FPPC); and WHEREAS, the Act (Government Code Section 87300 et seq.) requires each local government agency to promulgate and adopt a Conflict of Interest Code (Code); and WHEREAS, it is required that a local government agency's Code reflects the current structure of the local government agency, identifies all current public officials who must disclose their financial interests, and provides the ability to identify and notify potential public officials and consultants who may have disclosure obligations; and WHEREAS, to ensure accuracy of the Code, each local government agency is required to review its Code in even-numbered years (biennial review) and periodically submit the Code for updates through adoption of amendments; and
WHEREAS, the Fair Political Practices Commission (FPPC) has adopted Regulation 2, California Code of Regulations 18730, that contains the terms of a standard conflict of interest code, which must be incorporated by reference In a local government agency's code, and which may be amended by the FPPC to conform to amendments in the Political Reform Act; and
WHEREAS, the City of Cerritos, the Cerritos Redevelopment Agency (now Successor Agency to the Cerritos Redevelopment Agency), and Cerritos Public Financing Authority are local government agencies and have promulgated and adopted Conflict of Interest Codes as required by the Act, and have included in the terms of their Codes FPPC Regulation 2, California Code of Regulations 18730, by reference; and WHEREAS, to ensure accuracy of the Code, the City of Cerritos, the Cerritos Redevelopment Agency (now Successor Agency to the Cerritos Redevelopment Agency), and Cerritos Public Financing Authority, as local government agencies, have conducted biennial Exhibit 1
5 reviews in even-numbered years and made periodic updates to their Codes by the adoption of any required amendments, as required by the Act; and WHEREAS, the Fair Political Practices Commission (FPPC) adopts regular updates to various applicable regulations and such regulations will modify roles, responsibilities, and duties of a local government agency as related to their obligations under the Political Form Act as related to Conflict of Interest Codes which may necessitate periodic updates to the Conflict of Interest Codes outside of the biennial review interval; and WHEREAS, the City of Cerritos is currently conducting an agency-wide classification, compensation and organization study the results of which may augment the roles, responsibilities, and duties of specified City, Successor Agency, and Cerritos Public Financing Authority designation positions which will necessitate further review and potential revisions and updates to the Cerritos Conflict of Interest Codes; and WHEREAS, the on February 8, 2024, the City Council directed the Charter Employees to research options to require the submittal of a conflict of interest disclosure form from contracted persons or firms (per the Political Reform Act and Levine Act); NOW, THEREFORE, BE IT RESOLVED THAT the Cerritos City Council, the Successor Agency to the Cerritos Redevelopment Agency, and Cerritos Public Financing Authority hereby find, determine, and declare as follows:

SECTION 1. All of the above recitals are incorporated herein. SECTION 2. Resolution Nos. 2022-44, CSA 2022-03, and CPFA 2022-01 are hereby repealed.

SECTION 3. The City of Cerritos, Successor Agency to the Cerritos Redevelopment Agency and the Cerritos Public Financing Authority hereby adopt and incorporate herein Regulation 2, California Code of Regulations 18730 which by reference includes the terms of a standard conflict of interest code, and any amendments to it duly adopted by the Fair Political Practices Commission (FPPC).

SECTION 4. That this resolution and its attached appendices, as listed below, shall constitute the Conflict of Interest Code for the City of Cerritos, the Successor Agency to the Cerritos Redevelopment Agency and Cerritos Public Financing Authority as required by the California Political Reform Act. This resolution authorizes the use of any periodic updates of the listed FPPC forms prior to the next required Conflict of Interest Code biennial review.

Appendix Table
All listed forms shall be uadated uoon oeriodic revisions by the FPPC a. Regulation 2, California Code of Regulations 18730, and any amendments duly adooted by the FPPC
b. Schedule of City/Agency/Authority positions, and their assigned disclosure categories, required to disclose economic interests
c. Description of Disclosure Categories
d. City Manaoer's Determination of Filinq Obliqations Form e. City of Cerritos Conflict of Interest Notification and Disclosure Form f. FPPC Form 700 - Statement of Economic Interests
Q. FPPC Form 804 - Aoencv reoort of : New oositions
h. FPPC Form 805 - Aqencv report of: Consultants
6 SECTION 5. The following named City position shall serve as the City's FPPC Filing Officer/Official: City Clerk, and shall assume the duties for such as established by the California Political Reform Act and applicable regulations, and establish appropriate processes and procedures required for execution of such duties on behalf of the City, Successor Agency, and Public Financing Authority.

SECTION 6.

A. Pursuant to the California Political Reform Act, the following shall disclose their financial interests on or before the dates established by State law and applicable regulations:

1. Individuals holding designated positions identified in this Conflict of Interest Code

2. Individuals determined to have disclosure requirements due to requirements of the Act and whose positions are not yet included in the Code

3. Any individual serving as a consultant (as described in FPPC Regulations Section 18700.3) who has been determined to have disclosure requirements by required written determination of the City Manager
B. The individuals defined in subsection A shall disclose their financial interests by electronic filing of the statement of economic interests (FPPC Form 700) using the applicable systems authorized for use by the FPPC. The City's FPPC Filing Officer/Official shall make available filed statements for public inspection and reproduction.

SECTION 7. The mandated duties required of the City under the Political Reform Act for Conflict of Interest Codes necessitates close coordination among the City's Charter employees and the Departments and Divisions under each Charter employees' supervision.

To facilitate such coordination, to ensure timely and informative notification to affected employees, to comply with updated enforcement referral and other regulatory notification requirements, and to reduce risk exposure to the City for non-compliance with the Political Reform Act, the following authorizations are granted:

A. The City's FPPC Filing Officer/Official will develop, regularly update, and disseminate official notification procedures and templates for use by Charter employees and applicable Departments and Divisions with legal assistance from the City Attorney and the Fair Political Practices Commission (FPPC).

B. The City Manager, via the applicable Department and Divisions under his or her direction, will incorporate the official notifications defined in subsection A into the City's onboarding, promotional, transfer, separation/termination and any other applicable human resources processes so that affected employees are notified of their filing obligations and City's notification requirements prior to the start or end date of any employment or position change.
c. As related to positions designated in the Cerritos Conflict of Interest Codes, the City Manager, via the applicable Department and Divisions under his or her direction, will notify the City's FPPC Filing Officer/Official of the designated employee's name, applicable position information, and applicable start and end dates per position, on the first business day practicable prior to the start or end date of any applicable employment or position change in order to ensure the affected employee is properly and timely notified of their obligations and deadlines to disclose their economic interests.
7 D. In order to comply with updated FPPC enforcement regulations, the City Manager, via the applicable Department and Divisions under his or her direction, will provide the City's FPPC Fillng Officer/Official with the personal contact information (home/mailing address and email, if available) upon request should an employee who separated or terminated from City employment in a designated position should fail to complete their mandatory disclosure filing (Form 700) prior to their last day of employment with the City. This information shall be transmitted to the City's FPPC Filing Officer/Official under confidential cover and shall be utilized only for the purposes of complying with the Filing Officer/Official's mandated duties as designated under the Political Reform Act. The personal contact information will be dispositioned Immediately once no longer necessary.

E. Prior to the completion of any current or future classification, compensation and organization study, and/or the creation, revision, update, or change to any City/Successor Agency/Public Financing Authority position, the City Manager, via the applicable Department and Divisions under his or her direction, will provide the proposed position classification information, including the proposed position description, to the City's FPPC Filing Officer/Official and City Attorney for review as to determine whether the position classification change requires revision of the Cerritos Conflict of Interest Codes
F. Should a proposed position classification, as described in subsection E, warrant revision of the Cerritos Conflict of Code, the proposed update to the City's Conflict of Interest Codes will be presented by the City's FPPC Filing Officer/Official (City Clerk) at the same time the City's classification tables are presented for update to the City Council at a noticed public meeting.

SECTION 8, The City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

PASSED, APPROVED AND ADOPTED this 12th day of December, 2024. at!d·
Mayor/Agency Chair/Authority Chair
Attest:
erk/Agency Secretary/Authority Secretary
8 (Regulations of the Fair Political Practices Commission, Title 2, Division 6, California Code of Regulations)
§ 18730. Provisions of Conflict oflnterest Codes.
(a) Incorporation by reference of the terms of this regulation along with the designation of employees and the formulation of disclosure categories in the Appendix referred to below constitute the adoption and promulgation of a conflict of interest code within the meaning of Section 87300 or the amendment of a conflict of interest code within the meaning of Section 87306 if the terms of this regulation are substituted for terms of a conflict of interest code already in effect. A code so amended or adopted and promulgated requires the reporting of reportable items in a manner substantially equivalent to the requirements of article 2 of chapter 7 of the Political Reform Act, Sections 81000, et seq. The requirements of a conflict of interest code are in addition to other requirements of the Political Refonn Act, such as the general prohibition against conflicts of interest contained in Section 87100, and to other state or local laws pertaining to conflicts of interest.
(b) The terms of a conflict of interest code amended or adopted and promulgated pursuant to this regulation are as follows:
(I) Section I. Definitions.

The definitions contained in the Political Refonn Act of 1974, regulations of the Fair Political Practices Commission (Regulations 18110, et seq.), and any amendments to the Act or regulations, are incorporated by reference into this conflict of interest code. (2) Section 2. Designated Employees. The persons holding positions listed in the Appendix are designated employees. It has been detennined that these persons make or 1 Appendix A
9 participate in the making of decisions which may foreseeably have a material effect on economic interests.
(3) Section 3. Disclosure Categories.

This code does not establish any disclosure obligation for those designated employees who are also specified in Section 87200 if they arc designated in this code in that same capacity or if the geographical jurisdiction of this agency is the same as or is wholly included within the jurisdiction in which those persons must report their economic interests pursuant to article 2 of chapter 7 of the Political Reform Act, Sections 87200, et seq.

In addition, this code does not establish any disclosure obligation for any designated employees who are designated in a conflict of interest code for another agency, if all of the following apply:
(A) The geographical jurisdiction of this agency is the same as or is wholly included within the jurisdiction of the other agency;
(B) The disclosure assigned in the code of the other agency is the same as that required under article 2 of chapter 7 of the Political Reform Act, Section 87200; and (C) The filing officer is the same for both agencies. [FN 1] Such persons arc covered by this code for disqualification purposes only. With respect to all other designated employees, the disclosure categories set forth in the Appendix specify which kinds of economic interests are reportable. Such a designated employee shall disclose in the employee's statement of economic interests those economic interests the employee has which are of the kind described in the disclosure categories to which the employee is assigned in the Appendix. It has been determined that the economic interests set forth in a designated employee's disclosure categories are the kinds of economic interests which the employee foreseeably can affect materially through the conduct of the employee's office. 2 10
(4) Section 4. Statements of Economic Interests: Place of Filing.

The code reviewing body shall instruct all designated employees within its code to file statements of economic interests with the agency or with the code reviewing bod)', as provided by the code reviewing body in the agency's conflict of interest code. [FN2] (5) Section 5. Statements of Economic Interests: Time of Filing. (A) Initial Statements. All designated employees employed by the agency on the effective date of this code, as originally adopted, promulgated and approved by the code reviewing body, shall file statements within 30 days after the effective date of this code. Thereafter, each person already in a position when it is designated by an amendment to this code shall file an initial statement within 30 days after the effective date of the amendment. (B) Assuming Office Statements. All persons assuming designated positions after the effective date of this code shall file statements within 30 days after assuming the designated positions, or if subject to State Senate confirmation, 30 days after being nominated or appointed. (C) Annual Statements. All designated employees shall file statements no later than April

1. If a person reports for military service as defined in the Servicemember's Civil Relief Act, the deadline for the annual statement of economic interests is 30 days following the person's return to office, provided the person, or someone authorized to represent the person's interests. notifies the filing officer in writing prior to the applicable filing deadline that the person is subject to that federal statute and is unable to meet the applicable deadline, and provides the filing officer verification of the person's military status.
(D) Leaving Office Statements. All persons who leave designated positions shall file statements within 30 days after leaving office.
(5.5) Section 5.5. Statements for Persons Who Resign Prior to Assuming Office. 3 11
Any person who resigns within 12 months of initial appointment, or within 30 days of the date of notice provided by the filing officer to file an assuming office statement. is not deemed to have assumed office or left office, provided the person did not make or participate in the making of, or use the person's position to influence any decision and did not receive or become entitled to receive any form of payment as a result of the person's appointment. Such persons shall not file either an assuming or leaving office statement.
(A) Any person who resigns a position within 30 days of the date of a notice from the filing officer shall do both of the following:
(I) File a written resignation with the appointing power; and (2) File a written statement with the tiling officer declaring under penalty of perju11 that during the period between appointment and resignation the person did not make, participate in the making, or use the position to influence any decision of the agency or receive. or become entitled to receive, any form of payment by virtue of being appointed to the position. (6) Section 6. Contents of and Period Covered by Statements of Economic Interests. (A} Contents of Initial Statements.

Initial statements shall disclose any reportable investments, interests in real property and business positions held on the effective date of the code and income received during the 12 months prior to the effecfr, e date of the code.
(B) Contents of Assuming Office Statements.

Assuming office statements shall disclose an) reportable imestments. interests in real property and business positions held on the date of assuming office or. if subject to State Senate confirmation or appointment, on the date of nomination, and income received during the I:! 4 12
months prior to the date of assuming office or the date of being appointed or nominated, respectively.
(C) Contents of Annual Statements. Annual statements shall disclose any reportable investments. interests in real property, income and business positions held or received during the previous calendar year provided, however. that the period covered by an employee's first annual statement shall begin on the effective date of the code or the date of assuming office whichever is later, or for a board or commission member subject to Section 87302.6. the day after the closing dale of the most recent statement Ii led by the member pursuant to Regulation 18754. (D) Contents of Leaving Office Statements.

Leaving office statements shall disclose reportable investments, interests in real property, income and business positions held or received during the period between the closing date of the last statement filed and the date of leaving office.
(7) Section 7. Manner of Reporting.

Statements of economic interests shall be made on forms prescribed by the Fair Political Practices Commission and supplied by the agency. and shall contain the following information:
(A) Investment and Real Property Disclosure.

When an investment or an interest in real property [FN3] is required to be reported, [FN4] the statement shall contain the following:

I. A statement of the nature of the investment or interest;

2. The name of the business entity in which each investment is held. and a general description of the business activity in which the business entity is engaged;

3. The address or other precise location of the real property; 5 13

4. A statement whether the fair market value of the investment or interest in real property equals or exceeds $2,000. exceeds $ I 0.000, exceeds $ l 00.000, or exceeds $1 ,000,000. (B) Personal Income Disclosure. When personal income is required to be reported, IrN5J the statement shall contain:

I. The name and address of each source of income aggregating $500 or more in value, or $50 or more in value if the income was a gift, and a general description of the business activity. if any, of each source;

2. A statement whether the aggregate value of income from each source, or in the case of a loan. the highest amount owed to each source, was $1,000 or less, greater than $1,000, greater than $ I 0,000, or greater than $ I 00,000;

3. A description of the consideration, if any, for which the income was received;

4. In the case of a gift, the name, address and business activity of the donor and any intermediary through which the gift was made; a description of the gift; the amount or value of the gift; and the date on which the gift was received;

5. In the case of a loan. the annual interest rate and the security. if an). given for the loan and the term of the loan.
{C) Business Entity Income Disclosure. When income of a business entity. including income of a sole proprietorship. is required to be reported. [FN6] the statement shall contain:

I. The name. address, and a general description of the business activity of the business entity;

2. The name of every person from whom the business entity received payments if the filer's pro rata share of gross receipts from such person was equal to or greater than $10,000. 6 14
(D) Business Position Disclosure. When business positions are required to be reported, a designated employee shall list the name and address of each business entity in Vvhich the employee is a director, officer. partner. trustee, employee. or in which the employee holds any position of management, a description of the business activity in which the business entity is engaged, and the designated employee's position with the business entity. (E) Acquisition or Disposal During Reporting Period. In the case of an annual or leaving office statement, if an investment or an interest in real property was partially or wholly acquired or disposed of during the period covered by the statement. the statement shall contain the date of acquisition or disposal.
(8) Section 8. Prohibition on Receipt of Honoraria.
(A) No member of a state board or commission, and no designated employee of a state or local government agency. shall accept any honorarium from any source, if the member or employee would be required to report the receipt of income or gifts from that source on the member's or employee's statement of economic interests. (B) This section shall not apply to any part-time member of the governing board of any public institution of higher education, unless the member is also an elected official. (C) Subdivisions (a). (b). and (c) of Section 89501 shall apply to the prohibitions in this section.
(D) This section shall not limit or prohibit payments, advances, or reimbursements for travel and related lodging and subsistence authorized by Section 89506. (8.1) Section 8.1. Prohibition on Receipt of Gifts in Excess of $590. (A) No member of a state board or commission, and no designated employee of a state or local government agenc). shall accept gifts \\ith a total value of more than $590 in a calendar 7 15
year from any single source, if the member or employee would be required to report the receipt of income or gifts from that source on the member's or employee's statement of economic interests.
(B) This section shall not apply to any part-time member of the governing board of any public institution of higher education, unless the member is also an elected official. (C) Subdivisions (e), (f), and (g) of Section 89503 shall apply to the prohibitions in this section.
(8.2) Section 8.2. Loans to Public Officials. (A) No elected officer of a state or local government agency shall. from the date of the election to onice through the date that the otlicer vacates office, receive a personal loan from any officer, employee. member. or consultant of the state or local government agency in which the elected officer holds office or over which the elected officer's agency has direction and control.
(B) No public official who is exempt from the state civil service system pursuant to subdhisions (c), (d), (e). (f). and (g) of Section 4 of Article VII of the Constitution shall. while he or she holds office, receive a personal loan from an} officer, employee, member, or consultant of the state or local government agency in which the public official holds office or over which the public official's agency has direction and control. This subdivision shall not apply to loans made to a public official whose duties are solely secretarial, clerical, or manual. (C') No elected officer of a state or local government agency shall. from the date of the election to office through the date that the omcer vacates office, receive a personal loan from any person who has a contract ¼ith the state or local government agency to which that elected officer has been elected or over which that elected officer's agency has direction and control. 8 16
This subdivision shall not apply to loans made by banks or other financial institutions or to any indebtedness created as part of a retail installment or credit card transaction, if the loan is made or the indebtedness created in the lender's regular course of business on terms available to members of the public without regard to the elected officer's official status. (D) No public official who is exempt from the state civil service system pursuant to subdivisions (c), (d), (e), (f), and (g) of Section 4 of Article VII of the Constitution shall, while the official holds office, receive a personal loan from any person who has a contract with the state or local government agency to which that elected officer has been elected or over which that elected officer's agency has direction and control. This subdivision shall not apply to loans made by banks or other financial institutions or to any indebtedness created as part of a retail installment or credit card transaction, if the loan is made or the indebtedness created in the lender's regular course of business on terms available to members of the public without regard to the elected officer's official status. This subdivision shall not apply to loans made to a public official whose duties are solely secretarial, clerical, or manual. (E) This section shall not apply to the following:

I. Loans made to the campaign committee of an elected officer or candidate for elective office.

2. Loans made by a public official's spouse. child, parent, grandparent, grandchild. brother, sister, parent-in-law, brother-in-law. sister-in-law, nephew, niece, aunt. uncle. or first cousin, or the spouse of any such persons, provided that the person making the loan is not acting as an agent or intermediary for any person not otherwise exempted under this section.

3. Loans from a person which, in the aggregate, do not exceed $500 at any given time.

4. Loans made. or offered in writing, before January 1, 1998. 9 17
(8.3) Section 8.3. Loan Terms. (A) Except as set forth in subdivision (B), no elected officer of a state or local government agency shall, from the date of the officer's election to office through the date the officer vacates office, receive a personal loan of $500 or more, except when the loan is in writing and clearly states the terms of the loan, including the parties to the loan agreement, date of the loan, amount of the loan, term of the loan, date or dates when payments shall be due on the loan and the amount of the payments, and the rate of interest paid on the loan. (8) This section shall not apply to the following types of loans:

1. Loans made to the campaign committee of the elected officer.

2. Loans made to the elected officer by his or her spouse, child, parent, grandparent. grandchild, brother, sister, parent-in-law, brother-in-law, sister-in-law, nephew, niece, aunt, uncle, or first cousin, or the spouse of any such person, provided that the person making the loan is not acting as an agent or intermediary for any person not otherwise exempted under this section.

3. Loans made. or offered in writing, before January I, 1998. (C) Nothing in this section shall exempt any person from any other provision of Title 9 of the Government Code.
(8.4) Section 8.4. Personal Loans.
(A) Except as set forth in subdivision (B), a personal loan received by any designated employee shall become a gift to the designated employee for the purposes of this section in the following circumstances:

1. If the loan has a defined date or dates for repayment, when the statute of limitations for filing an action for default has expired.
10 18

2. If the loan has no defined date or dates for repayment, when one )Car has elapsed from the later of the following:
a. The date the loan was made.
b. The date the last payment of $100 or more was made on the loan. c. The date upon which the debtor ha5> made payments on the loan aggregating to less than $250 during the previous 12 months.
(B) This section shall not apply to the following types of loans:

I. A loan made to the campaign committee of an elected officer or a candidate for elective office.

2. A loan that -would otherwise not be a gift as defined in this title.

3. A loan that would otherwise be a gift as set forth Lmder subdivision (A), but on -which the creditor has taken reasonable action to collect the balance due.

4. A loan that would otherwise be a gift as set forth under subdivision (A), but on which the creditor. based on reasonable business considerations, has not undertaken collection action.

Except in a criminal action, a creditor who claims that a loan is not a gift on the basis of this paragraph has the burden of proving that the decision for not taking collection action was based on reasonable business considerations.

5. A loan made to a debtor v.ho has filed for bankruptcy and the loan is ultimately discharged in bankruptcy.
tC) Nothing in this section shall exempt any person from any other provisions of Title 9 of the Government Code.
{9) Section 9. Disqualification.
11 19
No designated employee shall make, participate in making, or in any way attempt to use the employee's official position to influence the making of any governmental decision which the employee knows or has reason to know will have a reasonably foreseeable material financial effect, distinguishable from its effect on the public generally, on the official or a member of the official's immediate family or on:
(A) Any business entity in which the designated employee has a direct or indirect investment worth $2,000 or more;
(B) Any real property in which the designated employee has a direct or indirect interest worth $2,000 or more;
(C) Any source of income, other than gifts and other than loans by a commercial lending institution in the regular course of business on terms available to the public without regard to official status, aggregating $500 or more in value provided to, received by or promised to the designated employee within 12 months prior to the time when the decision is made; (D) Any business entity in which the designated employee is a director, officer, partner, trustee, employee, or holds any position of management: or (E) Any donor of, or any intennediary or agent for a donor of, a gift or gifts aggregating $590 or more provided to, received by, or promised to the designated employee within 12 months prior to the time when the decision is made.
(9.3) Section 9.3. Legally Required Participation.

No designated employee shall be prevented from making or participating in the making of any decision to the extent the employee's participation is legally required for the decision to be made.

The fact that the vote of a designated employee who is on a voting body is needed to break a tic does not make the employees' participation legally required for purposes of this section. 12 20
(9.5) Section 9.5. Disqualification of State Officers and Employees.

In addition to the general disqualification provisions of section 9, no state administrative official shall make. participate in making. or use the official's position to influence any governmental decision directly relating to any contract where the state administrative official knows or has reason to know that any party to the contract is a person with whom the state administrative official, or any member of the official's immediate family has, within 12 months prior to the time when the otlicial action is to be taken:
(A) Engaged in a business transaction or transactions on terms not available to members of the public, regarding any investment or interest in real property; or (B) Engaged in a business transaction or transactions on terms not available to members of the public regarding the rendering of goods or services totaling in value $1.000 or more. ( 10) Section I 0. Disclosure of Disqualifying Interest.

When a designated employee determines that the employee should not make a governmental decision because the employee has a disqualifying interest in it. the determination not to act may be accompanied by disclosure of the disqualifying interest. (l l) Section 11. Assistance of the Commission and Counsel.

Any designated employee who is unsure of the duties under this code may request assistance from the Fair Political Practices Commission pursuant to Section 83114 and Regulations 18329 and 18329.5 or from the attorney for the employee's agency. provided that nQthing in this section requires the attorney for the agency to issue any formal or informal opinion. (12) Section 12. Violations.

This code has the force and effect of law. Designated employees violating any provision of this code are subject to the administrative, criminal and civil sanctions provided in the Political 13 21
Reform Act, Sections 81000-91014. In addition, a decision in relation to which a violation of the disqualification provisions of this code or of Section 87100 or 87450 has occurred may be set aside as void pursuant to Section 91003.

Designated employees who are required to file statements of economic interests under any other agency's conflict of interest code, or under article 2 for a different jurisdiction, may expand their statement of economic interests to cover reportable interests in both jurisdictions, and file copies of this expanded statement with both entities in lieu of filing separate and distinct statements, provided that each copy of such expanded statement filed in place of an original is signed and verified by the designated employee as if it were an original. See Section 81004. 2 See Section 81010 and Regulation 18115 for the duties of filing officers and persons in agencies who make and retain copies of statements and forward the originals to the filing officer. 3 For the purpose of disclosure only (not disqualification), an interest in real property does not include the principal residence of the filer.
4 Investments and interests in real property which have a fair market value of less than $2,000 are not investments and interests in real property within the meaning of the Political Reform Act. However. investments or interests in real property of an individual include those held by the individual's spouse and dependent children as well as a pro rata share of any investment or interest in real property of any business entity or trust in which the individual. spouse and dependent children own, in the aggregate, a direct, indirect or beneficial interest of 10 percent or greater.
14 22
5 A designated employee's income includes the employee's community property interest in the income of the employee's spouse but does not include salary or reimbursement for expenses received from a state. local or federal government agency. 6 Income of a business entity is reportable if the direct, indirect or beneficial interest of the filer and the filer's spouse in the business entity aggregates a IO percent or greater interest. In addition, the disclosure of persons who arc clients or customers of a business entity is required only if the clients or customers are within one of the disclosure categories of the filer.

Credits
NOTE: Authority cited: Section 83112, Government Code. Reference: Sections 87103(e), 87300-87302, 89501, 89502 and 89503, Government Code.

HISTORY
I. New section filed 4-2-80 as an emergency; effective upon filing (Register 80. No. 14).

Certificate of Compliance included.

2. Editorial correction (Register 80, No. 29).

3. Amendment of subsection (b) filed 1-9-81; effective thirtieth day thereafter (Register 81, No. 2).

4. Amendment of subsection (6)(7)(8) I. filed 1-26-83; effective thirtieth day thereafter (Register 83, No. 5).

5. Amendment of subsection (b)(7)(A) filed 11-10-83; effective thirtieth day thereafter (Register 83, No. 46).

6. Amendment filed 4-13-87; operative 5-13-87 (Register 87, No. 16).

7. Amendment of subsection (b) filed I 0-21-88; operative 11-20-88 (Register 88. No. 46). 15 23

8. Amendment of subsections (b)(8)(A) and (b)(8)(8) and numerous editorial changes filed 8-28- 90; operative 9-27-90 (Reg. 90, No. 42).

9. Amendment of subsections (b)(3), (b)(8) and renumbering of following subsections and amendment of NOTE filed 8-7-92; operative 9-7-92 (Register 92, No. 32).

10. Amendment of subsection (b)(5.5) and new subsections (b)(5.5)(A)-(A)(2) filed 2-4-93; operative 2-4-93 (Register 93, No. 6).

11. Change without regulatory effect adopting Conflict of Interest Code for California Mental Health Planning Council filed 11-22-93 pursuant to title l, section I 00, California Code of Regulations (Register 93, No. 48). Approved by Fair Political Practices Commission 9-21-93.

12. Change without regulatory effect redesignating Conflict oflnterest Code for California Mental Health Planning Council as chapter 62, section 55100 filed 1-4-94 pursuant to title l, section I 00. California Code of Regulations (Register 94, No. I).

13. Editorial correction adding HISTORY 11 and 12 and deleting duplicate section number (Register 94, No. 17).

14. Amendment of subsection (b)(8), designation of subsection (b)(8)(A), new subsection (b)(8)(B), and amendment of subsections (b)(8. l )-(b)(8. I )(B), (b)(9)(E) and NOTE filed 3-14- 95: operative 3-14-95 pursuant to Government Code section I 1343.4(d) (Register 95. No. 11).

15. Editorial correction inserting inadvertently omitted language in footnote 4 (Register 96, No. 13).

16. Amendment of subsections (b )(8)(A)-(8) and (b )(8.1 )(A), repealer of subsection (b )(8.1 )(8), and amendment of subsection (b)(12) filed 10-23-96; operative 10-23-96 pursuant to Government Code section l 1343.4(d) (Register 96. No. 43). 16 24

17. Amendment of subsections (b)(8. I) and (9)(E) filed 4-9-97; operative 4-9-97 pursuant to Government Code section l l 343.4(d) (Register 97, No. 15).

18. Amendment of subsections (b)(7)(8)5., new subsections (b)(8.2)-(b)(8.4)(C) and amendment of NOTE filed 8-24-98; operative 8-24-98 pursuant to Government Code section l 1343.4(d) (Register 98, No. 35).

19. Editorial correction of subsection (a) (Register 98, No. 47).

20. Amendment of subsections (b)(8. I), (b)(8. l)(A) and (b)(9)(E) filed 5-11-99; operative 5-1 1- 99 pursuant tu Government Code section l l 343.4(d) (Register 99, No. 20).

21. Amendment of subsections (b )(8.1 )-(b )(8. l)(A) and (b )(9)(E) filed 12-6-2000; operative 1-1- 2001 pursuant to the 1974 version of Government Code section 11380.2 and Title 2, California Code of Regulations, section I 83 I 2(d) and (e) (Register 2000, No. 49).

22. Amendment of subsections (b)(3) and (b)( I 0) filed 1-10-200 I; operative 2-1-2001.

Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of Administrative Law, 3 Civil C0I0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements) (Register 200 I, No. 2).

23. Amendment of subsections (b)(7)(A)4., (b)(7)(B)l.-2., (b)(8.2)(E)3., (b)(9)(A)-(C) and footnote 4. filed 2-13-200 I. Submitted to OAL for filing pursuant to Fair Political Practices Commission v. q[fice ofAdministrative Law, 3 Civil CO I 0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Acl rulemaking requirements) (Register 2001, No. 7).

24. Amendment of subsections (b)(8. I )-(b)(8. I )(A) filed 1-16-2003; operative 1-1-2003.

Submitted to OAL for tiling pursuant to Fair Political Practices Commission v. Office of 17 25
Administrative Law, 3 Civil COi 0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulcmaking requirements) (Register 2003, No. 3).

25. Editorial correction of HISTORY 24 (Register 2003, No. 12).

26. Editorial correction removing extraneous phrase in subsection (b)(9.5)(8} (Register 2004, No. 33).

27. Amendment of subsections (b)(2)-(3), (b)(3)(C), (b)(6)(C), (b)(8.l)-(b)(8.l)(A). (b)(9)(E) and (b){l l)-(12) filed 1-4-2005; operative l-1-2005 pursuant to Government Code section I 1343.4 (Register 2005, No. I).

28. Amendment of subsection (b)(7)(A)4. filed 10-11-2005: operative 11-10-2005 (Register 2005, No. 41 ).

29. Amendment of subsections (a). (b)(I ), (b)(3), (b)(8. I). (b )(8.1 )(A) and (b )(9)(E) filed 12-18- 2006; operative 1-1-2007. Submitted to OAL pursuant to Fair Political Practices Commission v.

Ojjice ofAdministratfre Law. 3 Civil COi 0924, California Court of Appeal. Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements) (Register 2006, l\o. 51 ).

30. Amendment of subsections (b )(8.1 )-(b)(8. I )(A) and (b )(9)(E) filed I 0~3 I •2008; operative 11- 30-2008. Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of Administrative Law. 3 Civil COi 0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural or substantive review by OAL) (Register 2008, No. 44).
18 26

31. Amendment of section heading and section filed 11-15-20 IO; operative 12-I 5-20 l 0.

Submitted to OAL for filing pursuant to Fair Political Practices Commission v. q[fice of Administrative Law, 3 Civil CO l 0924, California Court of Appeal, Third Appellate District, nonpublished decision. April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulcmaking requirements and not subject to procedural or substantive review by OAL) (Register 2010, No. 47).

32. Amendment of section heading and subsections (a)-(b )(1 ), (b)(3)-( 4 ), (b )(S)(C), (b )(8.1 )- (b)(8. I )(A) and (b)(9)(E) and amendment of footnote I filed 1-8-2013; operative 2-7-2013.

Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of Administrative Law. 3 Civil CO I 0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulernaking requirements and not subject to procedural or substantive review by OAL) (Register 2013, l\o. 2).

33. Amendment of subsections (b){8. I )-(b)(8. l )(A), (b)(8.2)(E)3. and (b)(9)(E) filed 12-15-2014; operative 1-1-2015 pursuant to section 183 l 2(e)(l)(A), title 2, California Code of Regulations.

Submitted to OAL for filing and printing pursuant to Fair Political Practices Commission v.

Office ofAdminfatrative Law, 3 Civil CO I 0924. California Court of Appeal. Third Appellate District, nonpublished decision, April 27, 1992 (F PPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements) (Register 2014, No. 51).

34. Redesignation of portions of subsection (b)(8)(A) as new subsections (b)(8)(B)-(D), amendment of subsections (b)(8. l )-(b)(8. l )(A), redesignation of portions of subsection (b)(8. l )(A) as new subsections (b )(8.1 )(8)-(C) and amendment of subsection (b)(9)(E) filed 12- 1-2016; operative 12-31-2016 pursuant to Cal. Code Regs. tit. 2, section I 83 l 2(e). Submitted to 19 27
OAL for filing pursuant to Fair Political Practices Commission v. qffice of Administrative law, 3 Civil C010924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural or substantive review by OAL) (Register 2016. No. 49).

35. Amendment of subsections (b )(8.1 )-(b )(8.1 )(A) and (b)(9)(E) tiled 12-12-2018; operative 1- 11-2019 pursuant to Cal. Code Regs .. tit. 2. section 183 I 2(e). Submitted to OAL for filing and printing pursuant to Fair Political Prac/ices Commission v. Office of Administralii-e Law, 3 Civil C010924, California Court of Appeal. Third Appellate District. nonpublished decision. April 27. 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural ur substantive review by OAL) (Register 2018, No. 50).

36. Amendment of subsections (b)(8. I )-(8.1 )(A) filed 12-23-2020; operative 1-1-2021 pursuant to Cal. Code Regs .. tit. 2, section I 83 I 2(e). Submitted to OAL for fil ing pursuant to Fair Political Practices ( ·ommission v. {?ffice t?f Administrative Law. 3 Civil C'0 I 0924, California Court of Appeal. Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations onl1 subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural or substantive review by OAL) (Register 2020. No. 52).

37. Amendment of subsections (b)(3)(C). (b)(S)(C), (b)(5.5), (b)(S.5)(A)(2). (b)(7)(D). (b)(8)(A). (b)(8.l)(A). {b)(8.2)(A), (b)(8.2)(C)-(D). (b)(8.3)(A), (b)(9). (b)(9.3). (b)(9.5). (b)( I0) and (b)( 11 ) and footnote 5 filed 5-12-2021: operative 6-11-202 1 pursuant to Cal. Code Regs., tit. 2. section J 8312(c). Submitted to OAL for filing pursuant to Fair Political Practices Commission v. <Hfice of Administrative Law, 3 Civil CO I 0924. California Court of Appeal, Third Appellate 20 28
District, nonpublished decision. April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural or substantive rev icw by OAL) (Register 2021, No. 20).

38. Amendment of subsections (b)(8.l)-(b)(8.I )(A) and (b)(9)(E) filed 12-20-2022; operative 1- 19-2023 pursuant to Cal. Code Regs., tit. 2, section 18312( e). Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of Administrative law. 3 Civil C'0 I 0924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to procedural or substantive review by OAL) (Register 2022, No. 51 ).
21 29
Appendix B - Schedule of Designated Positions and Mandated Filers Mandated Filer Positions - 87200 Filers Disclosure
These positions are required to provide full disclosure of economic Interests pursuant to california Categories Government Code Section 87200. They are included in this list as reference only.

City Attorney 1,2 3 4, 5 Citv Council 1, 2, 3 4. 5
City Manager 1 2 3 4, 5 City Treasurer or Agency Public Official designated to manage public investments (Cerritos Finance Manaaer/Citv Treasurer) 1 2 3 4 5 Planning Commissioners 1 2 3 4 5 Designated Positions - City Sub-agencies and Advisory Boards Disclosure These positions have been determined to be subject to economic dlsdosure by the City due to the categories scooe and resnnnsibilities of the oosition
Cerritos Public Financina Authority
Authority Directors 1 2, 3
Executive Director 1 2.3
Authority Secretary 1, 2, 3
Successor Aaencv to the Cerritos Redevelopment Aaencv
Aaencv Members 1 2, 3
Executive Director 1 2, 3
Aaencv Secretary 1. 2, 3
Fine Arts and Historical Commission
Commission Members 1. 2, 3
Parks and Recreation Commission
Commission Members 1. 2. 3
Property Preservation Commission
Commission Members 1. 2, 3
Community Safety Committee
Committee Members 1. 2. 3
Let Freedom Rinq Committee
Committee Members J1 ?.L 3
(list continues on the next page)
Appendix B
30 Designated Positions - City Disclosure
These positions have been determined to be subject to economic disclosure by the City due to the scope and Categories resnnnsibilities of the nnsition Accountant 1, 2, 3
Accounting Supervisor 1, 2, 4
Accountina Technician 1. 2. 3
Administrative Assistant 1, 2, 3 Advanced Plannina Manaaer 1 2, 3 Assistant City Attorney 1, 2, 3, 4, 5 Position may be appointed per City Council discretion pursuant to Cerritos City Charter Article VI Section 600, (Full disclosure however it is not a oosition listed in the official Citv Classification Table oer GC 687200) Assistant City Clerk 1 2 3 Assistant Citv Enaineer 1 2 4 Assistant to the Citv Manaaer 1 2 3 4 5 Assistant City ManaQer 1 2 3 Assistant Civil Enaineer 1 2 4 Associate Civil Enaineer 1, 2 4 Associate Planner 1, 2, 3
Budqet Manaqer 1 2 3 Business License Officer 1, 2, 3 Buver I 1 2 3 4 Citv & Theater Marketina Manaaer I 1 2 3 4 City Clerk 1 2 3 4 Citv Librarian 1. 2 3, 4 5 City Librarian and Marketina Manaaer 1.
2, 3, 4
Code Enforcement Officer 1, 2, 3 Communications Manaaer 1. 2 3 4 5 Communications Specialist 1 2 3 Community Develooment Director 1.

2. 3. 4
Community Particioation Manaaer 1 2 3 4 5 Community Safetv Manaaer 1 2, 3 Communitv Services Suoervisor 1, 2, 3 Consultant 1 2 3 4 5 Crime Analyst 1 2 3 Current Plannina Manaaer 1 2 3 Custodial Services Suoervisor 1 2 4
Deputy City Clerk/Records Coordinator 1, 2, 3 Deoutv Citv Manaaer 1 2, 3 Director 1 2 3 4 Director of Administrative Services 1 2 3 4 5 Director of Communitv & Cultural Services 1. 2, 3 4 5
Director of Public Works/Citv Encineer L 2 3 4 Director of Public Works/Water & Power/Citv Enaineer 1 2, 3 4 5 Electric Utilitv Manaaer 1 2 3 Enterorise Services Manaaer 1. 2, 3, 4 S
Environmental Services Manager 1 2 3 4 Event Sales Manaaer 1 2 3 Executive Assistant 1 2 3 GIS Administrator 1 2 3
._§IS Analyst 1,.__b 3 -
Human Resources Analvst 5 Human Resources Technician 1 2 3 Information Technoloov Manaaer 1. 2 3
4, 5
IT Analyst 1 2 3
Information Technician I 1 2 3
Information Technician II 1, 2, 3
IT Suoervisor 1 2 4
Librarian I 1 2 3
31 Librarian II 1 2, 3 Librarv Suoervisor 1 2 3 Maintenance Suoerintendent _!, 2 4 -
Maintenance Suoervisor 1 2 4
Manaaer - Grades 53. 55 58 60 61 62 64 1 2 3
Manaqement Analyst 1 2 3 4 5
Marketina Suoervisor 1 2 3
Network Administrator 1 2, 3, 5
Parks Suoerintendent 1 2 4 Parks Suoervisor 1 2 4 Performance Manaqer 1 2 3 Personnel Administrator 1, 2, 3 Personnel/Risk Manaaer 1, 2, 3, 5
Public Information Manaaer 1. 2 3 Public Safety Manac.ier 1, 2 3 Public Works Insoector 1. 2 4
Recreation Services Suoerintendent 1 2 3, 4 5
Recreation Services Supervisor 1, 2, 3
Senior Accountant 1, 2 3 Senior Assistant Citv Manaaer 1 2 3 4 Senior Business License Officer 1, 2, 3 Senior Code Enforcement Officer 1, 2, 3 Senior Planner 1. 2 3 Senior Services Supervisor 1, 2, 3, 5 Support Services Manager 1, 2 3, 4 Technical Administrator 1. 2. 3 4 5 Theater Administrator 1 2 3 Theater Administrator/Deputy Director 1, 2, 3, 4, 5 Theater Executive Director 1 2 3 4 Theater Patron Services Manaqer 1, 2 3, 4 5 Trees Suoervisor 1.

2. 4
Utilities Administrator 1, 2, 3, 4 Utility Analyst 1, 2, 3 4 Video Production Soecialist 1 2 3
Water Superintendent 1 2 3 5 Water Supervisor 1 2 3
32 Appendix C - Description of Disclosure Categories
The following disclosure categories consist of types of financial interests which have been determined may foreseeably be affected materially by decisions made, participated in or influenced by positions listed in the City of Cerritos' Conflict of Interest Codes. These financial interests must be reported by the designated employees in accordance with the provisions of this Code. category 1 {Real Property within Jurisdiction):

Designated positions in this category must report all interests in which they, their spouse or registered domestic partner, or dependent children had a direct, indirect, or beneficial interest totaling $2,000 in real property located in the City of Cerritos, in real property within the two-mile perimeter beyond the City of Cerritos boundaries, or in any property owned or used by the City, Agency and/or Authority any time during the reporting period. Property used exclusively as your primary residence or for personal recreational purposes does not have to be disclosed.
category 2 {All Investments and sources of Income):

Designated positions ln this category must report all investments and sources of income (including receipt of gifts, loans and travel payments) from sources located in or doing business in the City of Cerritos. "Investment" means a financial interest in any business entity (including a consulting business or other independent contracting business) that is located in, doing business in, planning to do business in, or that has done business during the previous two years in the City of Cerritos in which you, your spouse or registered domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more at any time during the reporting period. You must report your job title with each reportable business entity even if you received no income during the reporting period.

Category 3 {Management Positions):

Designated positions in this category must report all business positions where the employer does business in the City. The Political Reform Act defines a business position as director, officer, partner, trustee, employee, or any position of management in any organization or enterprise operated for profit, including but not limited to a proprietorship, partnership, firm, business trust, joint venture, syndicate, corporation or association.

Category 4 (General Contracting):

Designated positions in this category must report all investments in business entities, sources of income (including receipt of gifts, loans and travel payments), and business positions where the business entity or source of income contracts with the City to provide services, supplies, materials, machinery, vehicles or equipment.

Category s (Special Contracting):

Designated positions in this category must report all investments in business entities, sources of income (including receipt of gifts, loans and travel payments), and business positions where the business entity or source of income contracts with the designated position's department within the previous two years and has provided services, supplies, materials, machinery, or equipment.

Appendix C
33 City Manager Determination of Filing Obligations
Consultant Name: Consultant Comoanv Name:

Proiect Description: Date Contract Term Date Contract Term Date Begins: Ends:

List Name of
Administerina Deoartment:

I. Questionnaire
The following questions will help to determine whether the scope of duties to be performed by a Consultant includes the making or participating in the making of Yes No governmental decisions that may foreseeably have a material effect on the consultant's financial interest.

1. Will the consultant make or participate in making or influencing or recommending governmental decisions?

2. Approve a rate, rule or regulation?

3. Adopt or enforce law?

4. Issue, deny, suspend or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement?

5. Authorize the agency to enter into, modify, or renew a contract provided it is the type of contract which requires agency approval?

6. Grant agency approval to a contract which requires agency approval and to which the agency is a party, or to the specifications for such a contract?

7. Grant agency approval to a plan, design, report study, or similar item?

8. Adopt or grant agency approval of policies, standards, or guidelines for the agency, or for any subdivision thereof?

9. Will the consultant serve in a staff capacity with the agency and in that capacity perform the same or substantially the same duties for the agency that would otherwise be performed by an individual holding a position specified, proposed to be included, in the agency's Conflict of Interest Code?

10. Will the consultant manage public investments?
II. Recommended Filing Disclosure I Q1Q2Q3Q405 0 Full Disclosure Categories:

III. City Manager Determination
Based upon completion of the Consultant Conflict of Interest Questionnaire, it is hereby determined that:

The duties are limited in scope and thus will not be required to fully comply with the disclosure requirements in the Conflict of Interest Code.

The duties are significant in scope and thus will be required to comply with full disclosure requirements, and file a Statement of Economic Interests (Form 700) with the City Clerk's Office no later than thirty 30 days after the City Manager approves the contract services agreement and/or awards the bid/proposal.

The duties are significant in scope and thus will be required to comply with selected disclosure requirements as indicated above, and file a Statement of Economic Interests (Form 700) with the City Clerk's Office no later than thirty 30 days after the City Manager approves the contract services acireement and/or awards the bid/orooosal.

City Manager's Sianature: Date:

Received in I FPPC (Form 805) Agency Report of City Clerk's Office by: consultants Filed bv cco: Date:

Appendix D
34 PURPOSE:

CITY OF CERRITOS

CONFLICT OF INTEREST NOTIFICATION

AND DISCLOSURE FORM
RFP/BID/PROCESS NO:
___ ____ _ __ _
(please provide the process number above as referenced in the official notice) The City of Cerritos requires all contractors and sub-consultants to disclose any potential or actual conflicts of interest that may arise in connection with the services provided under the City's contracts. This form ensures transparency and accountability in City projects and upholds the public trust.

SECTION I: INSTRUCTIONS
All persons or firms seeking contractual agreements with the City of Cerritos must complete this form accurately and submit this form along with any such proposal. This requirement also applies to any proposed subconsultant(s). Failure to comply with this requirement may cause your proposal to be declared non-responsive. Any questions regarding the information required to be disclosed on this form should be directed to the City representative listed in the RFP/bid notification for the specific project or service to be awarded.

Name of Firm: Name of Preparer:

Project No. & Title: Date Submitted:

SECTION II: QUESTIONS

1. During the last twelve (12) months, has your firm provided a source of income to any City of Cerritos elected or appointed official(s) and/or employees, or have any City of Cerritos elected or appointed officials and/or employees held any investment {including real property) in your firm?
YES NO
If "yes," please list the names of those City of Cerritos elected or appointed officials and/or employees and the nature of the financial interest (please attach additional sheets to this form if more space is needed):

Name: Nature of Financial Interest:

2. Have you or any members of your firm been an elected or appointed official and/or employee of the City of Cerritos within the last twelve {12) months? YES NO
If "yes," please list the name, position, and dates of service (please attach additional sheets to this form if more space is needed):
(form continues on the next page)
Appendix E
35 Name Position Dates of Service

3. Are you or any managers, partners, or officers of your firm related by blood or marriage/domestic partnership to a City of Cerritos elected or appointed official and/or employee that is considering your proposal?
YES NO
If "yes," please list the name and nature of the relationship (please attach additional sheets to this form if more space is needed):

Name: Nature of Relationship:

4. Does a City of Cerritos elected or appointed official and/or employee hold a position at your firm as a director, officer, partner, trustee, employee, or any position of management?
YES NO
If "yes," please list the name and nature of the relationship (please attach additional sheets to this form if more space is needed) :

Name: Nature of Relationship:

5. Have you or any managers, partners, or officers of your firm ever given (directly or indirectly), or offered to give on behalf of another or through another person, campaign contributions or gifts to any City of Cerritos elected or appointed official and/or employee (including contributions to a political committee created by or on behalf of a member/candidate)?
YES NO
If "yes," please list the name, date the contribution or gift was given/offered, and dollar value (please attach additional sheets to this form if more space is needed):

Name: Date: Dollar Value:
(form continues on the next page)
36 SECTION III: VALIDATION STATEMENT
By signing below, I acknowledge that:
• I have read and understand this form in its entirety; • I am disclosing all relevant information regarding potential conflicts of interest in good faith; and
• I will notify the City of Cerritos immediately of any conflicts that arise during the term of this contract.

This Validation Statement must be completed and signed by at least one General Partner, Owner, Principal, or Officer authorized to legally commit the proposer.

DECLARATION
I, (printed full name) __________ __, hereby declare that I am the (position or title) ____________ of (firm name) _____________ _, and that I am duly authori:i:ed to execute this Validation Statement on behalf of this entity. I hereby state that this City of Cerritos Conflict of Interest Form dated _______ is correct and current as submitted. I acknowledge that any false, deceptive, or fraudulent statements on this Validation Statement will result In rejection of my proposal and certify under penalty of perjury under the laws of the State of California that the information provided on this form is true and complete, Signature of Person Certifying for Proposer
(original signature required)
NOTICE
Date
A material false statement, omission, or fraudulent inducement made in connection with this City of Cerritos Conflict of Interest Notification and Disclosure Form is sufficient cause for rejection of the contract proposal or revocation of a prior contract award. 37 2023-2024
Statement of
Economic Interests
Form 700
A Public Document
Table of Contents
Quick Start Guide .................................................... p.2 Who? Where? How? When? .................................... p.3 Types of Statements ................................................. p.4 Cover Page and Schedules
Cover Page ........................................................ p.5 Schedule A-1 (Investments) ............................... p.7 Schedule A-2 (Business Entities/Trusts) ............ p.9 Schedule B (Real Property) ............................... p.11 Schedule C (Income) ..................................... .... p.13 Schedule D (Gifts) .............................................. p.15 Schedule E (Travel Payments) ........................... p.17 Restrictions and Prohibitions .................................... p.19 Q &A ........................................................................ p.20 Helpful Resources
• Video Tutorials
• Reference Pamphlet
• Excel Version
• FAQs
• Gift and Travel Fact
Sheet for State and
Local Officials
California Fair Political Practices Commission
1102 Q Street, Suite 3050 • Sacramento, CA 95811 Email Advice: [email protected] Toll-free advice line: 1 (866) ASK-FPPC • 1 (866) 275-3772 Telephone: (916) 322-5660 • Website: www.fppc.ca.gov December 2023
Appendix F
38 Quick Start Guide
Detailed Instructions begin on page 3.

WHEN IS THE ANNUAL STATEMENT DUE?
• March 1 - Elected State Officers, Judges and Court Commissioners, State Board and Commission members listed in Government Code Section 87200
• April 2 - Most other filers
WHERE DO I FILE?
Most people file the Form 700 with their agency. If you're not sure where to file your Form 700, contact your filing officer or the person who asked you to complete it.

ITEMS TO NOTE!
• The Form 700 is a public document.
• Only filers serving in active military duty may receive an extension on the filing deadline. • You must also report interests held by your spouse or registered domestic partner. • Your agency's conflict of interest code will help you to complete the Form 700. You are encouraged to get your conflict of interest code from the person who asked you to complete the Form 700.

NOTHING TO REPORT?
Mark the "No reportable interests" box on Part 4 of the Cover Page, and submit only the signed Cover Page.

Please review each schedule carefullvl
Common Common
Schedule Reportable Interests Non-Reportable Interests
A-1: Stocks. including those held in an IRA Insurance policies, government bonds, diversified Investments or 401 K. Each stock must be listed. mutual funds, funds similar to diversified mutual funds.

A-2: Business entities, sole proprietorships, Savings and checking accounts, cryptocurrency, Business partnerships, LLCs, corporations and and annuities.

Entitites/Trusts trusts. (e.g., Form 1099 filers).

B: Rental property in filer's jurisdiction, or A residence used exclusively as a personal Real Property within two miles of the boundaries of residence (such as a home or vacation property). the jurisdiction.

C: Non-governmental salaries. Note that Governmental salary (from school district, for Income filers are required to report only half of example). their spouse's or partner's salary.

D: Gifts from businesses, vendors, or Gifts from family members.

Gifts other contractors (meals, tickets, etc.).

E: Travel payments from third parties (not Travel paid by your govemment agency.

Travel your employer).

Payments
Note: Like reportable interests, non-reportable interests may also create conflicts of interest and could be grounds for disqualification from certain decisions.

QUESTIONS?
• [email protected] • (866) 275-3772 Mon-Thurs, 9-11 :30 a.m.

E-FILING ISSUES?
• If using your agency's system, please contact technical support at your agency. • If using FPPC's e-filing system, write to [email protected].

FPPC form 700 (2023/2024)
advi<[email protected] • S66•275-3n2 • www . . ca.gov
Page-2
39 Gift Limit Increase
The gift limit increased to $590 for calendar years 2023 and 2024. The gift limit was $520 for calendar years 2021 and 2022.

Wto must file:
• Elected and appointed officials and candidates listed in Government Code Section 87200
• Employees. appointed officials, and consultants fifing pursuant to a conflict of interest code ("code filers"). Obtain your disclosure categories, which describe the interests you must report, from your agency; they are not part of the Form 700
• Candidates running for local elective offices that are designated in a conflict of interest code (e.g., county sheriffs, city cfer1<s, school board trustees, and water board members) Exception:
• Candidates for a county central committee are not
required to fife the Form 700
• Employees in newly created positions of existing
agencies
For more 1nformat1on, see Reference Pamphlet, page 3, at www. fppc.ca.gov
W~ tofile:
87200 Filers
State offices :> Your agency
Judicial offices :> The clerk of your court
Retired Judges :> Directly with FPPC
County offices :> Your county filing official
City offices :> Your city clerk
Multi-County offices :> Your agency
Code Filers - State and Local Officials, Employees, and Consultants Designated In a Conflict of Interest Code: File with your agency, board, or commission unless otherwise specified in your agency's code (e.g., Legislative staff files directly with FPPCJ. In most cases, the agency, board, or commission will retain the statements.

Members of Newly Created Boards and Commissions: File
with your agency or with your agency's code reviewing body pursuant to Regulation 18754.

Employees in Newly Created Positions of Existing Agencies:

Fife with your agency or with your agency's code reviewing body. (See Reference Pamphlet, page 3.)
Candidates file as follow:

State offices, JudIcIal
offices and
multi-county offices :)
County offices :) City offices :,
Public Employee's
Retirement System
(CalPERS) :l
State Teacher's
Retirement Board
(CalSTRS) :l
County elections official with
whom you fife your
declaration of candidacy
County elections official City Clerk CalPERS CalSTRS
H-o-w to file:

The Form 700 is available at www.fppc.ca.gov. Form 700
schedules are also available m Excel format Each Statement must have a handwritten 'war signature or "secure electronic signature." meaning either (1) a signature submitted using an approved electronic filing system or (2) if permitted by the fifing officer, a digital signature submitted via the filer's agency email address. (See Regulations 18104 and 18757.) Companies such as Adobe and DocuSign offer digital signature services. All statements are signed under the penalty of perjury and must be verified by the filer. See Regulation 18723.1 (c) for filing instructions for copies of expanded statements
W~ to file:

Annual Statements
:> March 1, 2024
- Elected State Officers - Judges and Court Commissioners - State Board and State Commission Members listed in
Government Code Section 87200
:) April 2, 2024
- Most other filers
Individuals filing under conflict of interest codes in city and county jurisdictions should verify the annual filing date with their filing official or filing officer.

Statements postmarked by the filing deadline are considered filed on time.

Statements of 30 pages or less may be emailed or faxed by the deadline as long as the originally signed paper version is sent by first class mail to the filing official within 24 hours.

Assuming Office and Leaving Office Statements
Most fifers fife within 30 days of assuming or leaving office or within 30 days of the effective date of a newly adopted or amended conflict of interest code.

Exception:

If you assumed office between October 1, 2023. and
December 31, 2023, and fifed an assuming office statement, you are not required to file an annual statement until March 1, 2025. or April 1. 2025, whichever is applicable. The annual statement will cover the day after you assumed office through December 31 , 2024. (See Reference Pamphlet, page 6, for additional exceptions.

Candidate Statements
Fife no later than the final fifing date for the declaration of candidacy or nomination documents. A candidate statement is not required if you filed an assuming office or annual statement for the same jurisdiction within 60 days before filing a declaration of candidacy or other nomination documents.

Late Statements
There is no provision forflllng deadline extensions unless the flier is serving in active military duty. (See page 19 for infonnation on penalties and fines.)
Amendments
Statements may be amended at any time. You are only
required to amend the schedule that needs to be revised. ft Is not necessary to amend the entire filed form. The amended schedufe(s) is attached to your original tiled statement. Obtain amendment schedules at www.fppc.ca.gov.

FPPC Form 700 (2023/20241
[email protected].&Qv • 866-275-3772 • www.fppc.ca.gov
,ace-3
40 Types of Statements
Assuming Office Statement:

If you are a newly appointed official or are newly employed in a position designated, or that will be designated, in a state or local agency's conflict of interest code, your assuming office date is the date you were sworn in or
otherwise authorized to serve in the position. If you are a newly elected official, your assuming office date is the date you were sworn in.
• Report: Investments, interests in real property, and
business positions held on the date you assumed the
office or position must be reported. In addition, income (including loans. gifts, and travel payments) received
during the 12 months prior to the date you assumed the
office or position.

For positions subject to confirmation by the State Senate or the Commission on Judicial Appointments, your
assuming office date is the date you were appointed or
nominated to the position.
• Example: Maria Lopez was nominated by the Governor
to serve on a state agency board that is subject to
state Senate confirmation. The assuming office date
is the date Maria's nomination is submitted to the
Senate. Maria must report investments, interests in
real property, and business positions Maria holds on
that date, and income (including loans, gifts, and travel payments) received during the 12 months prior to that
date.

If your office or position has been added to a newly
adopted or newly amended conflict of interest code, use the effective date of the code or amendment, whichever is applicable.
• Report: Investments, interests in real property, and
business positions held on the effective date of the
code or amendment must be reported. In addition,
income (including loans, gifts, and travel payments)
received during the 12 months prior to the effective date of the code or amendment.

Annual Statement:

Generally, the period covered is January 1. 2023.
through December 31. 2023. If the period covered by
the statement is different than January 1, 2023, through December 31, 2023, (for example, you assumed office
between October 1, 2022, and December 31, 2022 or
you are combining statements), you must specify the
period covered.
• Investments, interests in real property, business
positions held. and income (including loans, gifts, and travel payments) received during the period covered by
the statement must be reported. Do not change the
preprinted dates on Schedules A-1, A-2, and B unless
you are required to report the acquisition or disposition of an interest that did not occur in 2023.
• If your disclosure category changes during a reporting period, disclose under the old category until the effective date of the conflict of interest code amendment and
disclose under the new disclosure category through the
end of the reporting period.

Leaving Office Statement:

Generally, the period covered is January 1, 2023, through the date you stopped performing the duties of your position.

If the period covered differs from January 1, 2023, through the date you stopped performing the duties of your position (for example, you assumed office between October 1, 2022, and December 31, 2022, or you are combining statements), the period covered must be specified. The reporting period can cover parts of two calendar years.
• Report: Investments, interests in real property, business positions held. and income (including loans, gifts. and travel payments) received during the period covered by
the statement. Do not change the preprinted dates on
Schedules A-1, A-2, and B unless you are required to
report the acquisition or disposition of an interest that did not occur in 2023.

Candidate Statement:

If you are filing a statement in connection with your
candidacy for state or local office, investments, interests in real property, and business positions held on the date of filing your declaration of candidacy must be reported. In addition, income (including loans. gifts, and travel payments) received during the 12 months prior to the date of filing your declaration of candidacy is reportable. Do not change the preprinted dates on Schedules A-1, A-2, and B.

Candidates running for local elective offices (e.g., county sheriffs, city clerks, school board trustees, or water district board members) must file candidate statements, as required by the conflict of interest code for the elected position.

The code may be obtained from the agency of the elected position.

Amendments:

If you discover errors or omissions on any statement, file an amendment as soon as possible. You are only required to amend the schedule that needs to be revised; it is not necessary to refile the entire form. Obtain amendment
schedules from the FPPC website at www.fppc.ca.gov.

Note: Once you file your statement. you may not withdraw it.

All changes must be noted on amendment schedules.

Expanded Statement:

If you hold multiple positions subject to reporting
requirements, you may be able to file an expanded
statement for each position, rather than a separate and distinct statement for each position. The expanded statement must cover all reportable interests for all jurisdictions and list all positions on the Form 700 or on an attachment for which it is filed. The rules and processes governing the filing of an expanded statement are set forth in Regulation 18723.1.

FPPC Form 700 !2023/2024)
[email protected],&ov • 866-275-3772 • www.fppc.ca.gov
Page • 4
41 CALIFORNIA FORM 7 00
FAIR Po.1·1cAL PRAC"IC[S :OMM'S510~

STATEMENT OF ECONOMIC INTERESTS

COVER PAGE
Date Initial Filing Received
F1/mg O/lictal u.,, Only

A PUBLIC DOCUMENT
Please type or print in ink.

NAME OF FILER (LAST)

1. Office, Agency, or Court
Agency Name (Do not use acronyms)
Division, Board, Department, District if applicable
{FIRST) (MIDDLE)
Your Position
If filing for multiple positions, list bek>w or on an attachment. (Do not use acronyms) Agency: ________ ___________ _ Position: -------- --------

2. Jurisdiction of Office (Check at lea~t one box)
0 Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction)
0 Multi-County
----------------
LJ County or -------------- - -
City of Other
----------------- -----------------

3. Type of Statement (Check at least 011e box)
D Annual: The penod covered is January 1, 2023. through December 31, 2023.
-or-
_] Leaving Office: Date Left __J__J ___ _
(Check one circle.)
The penod cove<ed is __J__J ___ through The period covered ,s January 1. 2023. through the date of leaving office. December 31, 2023. -or0 Assuming Office: Date assumed __J__J ___ _ CJ The period covered is __J__J _ ___ through the date of leaving office. :J Candidate: Date of Election ______ and office sought, ij different than Part 1: ______________ _

4. Schedule Summary (required)
Schedules attached
Total number of pages including this cover page:
_J Schedule A-1 • Investments - schedule attached
:J Schedule A-2 - Investments - schedule attached :J Schedule B - Real Property - schedule attached -or- O None • No reportable interests on any schedule

5. Verification

MAILING ADDRESS STREET CITY
(Business Of Agency Address Rocommended - Public Document/

DAYTIME TELEPHONE NUMBER
D Schedule C - Income, Lollns, & Business Posirions - schedule attached 0 Schedule D • Income - Gifts - schedule attached
0 Schedule E • Income - Gilts - Travel Payments - schedule attached S1'ATE Zl? COOE

EMAIL ADDRESS
I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained hereir and in any attached schedules is true and complete. I acknowledge this is a pu l>lic document.

I certify under penalty of perjury under tha laws of the State of California that the foregoing is true and correct.

Date Signed
rmiriili, dBi yeaij Signature -------------,---,,.---- /File the onginaly sigll«f paper stltement >Wlh )Qlf IW~ offlolt I FPPC Fann 700 • Caver Pace (2023/2024)
advice.fppt.ca,1ov • 866·275-3772 • www.fppc.ca.1ov
~age - S
42 Instructions
Cover Page
Enter your name, mailing address, and daytime telephone number in the spaces provided. Because the Form 700 is a public document, you may list your businessfofflce address instead of your home address.

Part 1. Office, Agency, or Court
• Enter the name of the office sought or held, or the agency or court. Consultants must enter the public agency name rather than their private firm's name. {Examples: State Assembly; Board of Supervisors; Office of the Mayor: Department of Finance; Hope County Superior Court).
• Indicate the name of your division, board, or district, if applicable. {Examples: Division of Waste Management:

Board of Accountancy; District 45). Do not use acronyms. • Enter your position title. (Examples: Director; Chief Counsel; City Council Member; Staff Services Analyst).
• If you hold multiple positions (i.e., a city council member who also is a member of a county board or commission) you may be required to file separate and distinct statements with each agency. To simplify your filing obligations, in some cases you may instead complete a single expanded statement and file it with each agency.
• The rules and processes governing the filing of an
expanded statement are set forth in Regulation 18723.1.

To file an expanded statement for multiple positions,
enter the name of each agency with which you are
required to file and your position title with each agency in the space provided. Do not use acronyms. Attach an
additional sheet if necessary. Complete one statement
disclosing all reportable interests for all jurisdictions.

Then file the expanded statement with each agency as
directed by Regulation 18723.1 (c).

If you assume or leave a position after a filing deadline, you must complete a separate statement. For example, a city council member who assumes a position with a county special district after the April annual filing deadline must file a separate assuming office statement. In subsequent years, the city council member may expand their annual filing to include both positions.

Example:

Brian Bourne is a city council member for the City of Lincoln and a board member for the Camp Far West Irrigation District - a multi-county agency that covers the Counties of Placer and Yuba. The City Is located within Placer County. Brian may complete one expanded statement to disclose all reportable interests for both offices and list both positions on the Cover Page. Brian will file the expanded statement with each the City and the District as directed by Regulation 18723.1 (c).

Part 2. Jurisdiction of Office
• Check the box indicating the jurisdiction of your agency and, if applicable. identify the jurisdiction. Judges. judicial candidates, and court commissioners have statewide
jurisdiction. All other filers should review the Reference Pamphlet, page 13, to determine their jurisdiction.
• If your agency is a multi-county office, list each county in which your agency has jurisdiction.
• If your agency is not a state office, court, county office, city office, or multi-county office (e.g., school districts, special districts and JPAs), check the "other" box and enter the county or city in which the agency has jurisdiction.

Example:

This filer is a member of a water district board with jurisdiction in portions of Yuba and Sutter Counties.

1. Olfict, A;eoey, o, Court
...,._.,,, -{)o ,u -~
FCillkr Rl\cr In~ Du,Ul\,I
~l!f'Boird~~·~
."Ii .\

2. Jurisdictio" of Offle• (Olfft a1r )M• - N.rJ
::i-
,ui:. & SJU\r ( o llll tlCI
"""
Part 3. Type of Statement
--
Check at least one box. The period covered by a statement is determined by the type of statement you are filing. If you are completing a 2023 annual statement, do not change the pre-printed dates to reflect 2024. Your annual statement is used for reporting the previous year's economic interests.

Economic interests for your annual filing covering January 1, 2024, through December 31. 2024, will be disclosed on your statement filed in 2025. See Reference Pamphlet, page 4.

Combining Statements: Certain types of statements for the same position may be combined. For example, if you leave office after January 1, but before the deadline for filing your annual statement, you may combine your annual and
leaving office statements. File by the earliest deadline.

Consult your filing officer or the FPPC.

Part 4. Schedule Summary
• Complete the Schedule Summary after you have reviewed each schedule to determine if you have reportable
interests.
• Enter the total number of completed pages including the cover page and either check the box for each schedule you use to disclose interests; or if you have nothing to disclose on any schedule, check the "No reportable interests" box.

Please do not attach any blank schedules.

Part 5. Verification
Complete the verification by signing the statement and
entering the date signed. Each statement must have an
original "wet" signature unless filed with a secure electronic signature. (See page 3 above.) All statements must be signed under penalty of perjury and be verified by the filer pursuant to Government Code Section 81004. See Regulation 18723.1(c) for filing instructions for copies of expanded statements.

When you sign your statement, you are stating, under
penalty of perjury, that it is true and correct Only the filer has authority to sign the statement. An unsigned statement is not considered filed and you may be subject to late filing penalties.

FPPC Form 700 • Cover Page (2023/ 2024)
[email protected] • 866•275-3772 • www.fppc.ca.g011
Page -6
43 SCHEDULE A-1
Investments
CALIFORNIA FORM 700
FAI~ POL•T CAL PRACTICES COMMISSIC t,
Stocks, Bonds, and Other Interests Name
(Ownership Interest is Less Than 10%)
Investments must be itemized.

Do not attach brokerage or financial statements.
-----------------------

NAME OF BUSINESS ENTITY
---------------------

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
C s2.ooo - $10.000
L $100.001 - S1 ,000,000

NATURE OF INVESTMENT
lJ $10,001 - $100,000
L.: Over $1,000,000
(J Stock :J Other (Desa ,be) 0 Partnership O Income Received of SO - $499 0 Income Received of $500 or More (Report on Schedule CJ IF APPLICABLE, LIST DATE:
__J__Jll_

ACQUIRED
__J__J'n_

DISPOSED

NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
$2,000 - $10.000
0 $100,001 - $1 ,000,000

NATURE OF INVESTMENT
C s,0.001 • s,oo ooo C Over $1.000,000
LJ Stock _J Other
IDescrbeJ
0 Partnership ..J Income Receive<! of SO - $499 :J Income Received of $500 or More /Report on Schedule CJ

IF APPLICABLE, LIST DATE
__J__J'n_

ACQUIRED
__J__J23_

DISPOSED

NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
L l s2,ooo - s10.ooo
:_j $100,001 - $1,000,000

NATURE OF INVESTMENT
LJ s,0.001 - s100.ooo
'..J Oser $1.000,000
lJ Stock '.J Other
ibeknbeJ lJ Partnership CJ Income Received of $0 • $499 .J Income Received of $500 or More {Roport on Schodule CJ

IF APPLICABLE, LIST DATE
__j__/23...._

ACQUIRED
Comments:
__J__J'n_

DISPOSED

NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
C s2.ooo - s10.ooo
C s100.001 - s1.ooo.ooo

NATURE OF INVESTMENT
_j $10,001 • $100,000
_J Over $1,000,000
[j Stock =:J Other __________ _
(Desa.be) C Partnership U Income Received of $0 - $499 D Income Recer.,ed of $500 or More (Repo,t o, Schedule C! IF APPLICABLE. LIST DATE
__J__Jll__

ACQUIRED
__J__Jll__

DISPOSED

NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSlNESS

FAIR MARKET VALUE
C s2.ooo. s10.ooo
r s100.001 • s1.ooo.ooo

NATURE OF INVESTMENT
::J $10,001 • $100 000 ::J 0\/er $1,000,000
L Stock Other ----~-,------- (DescobeJ D Partnership ::J Income Received of $0 - $499 :J Income ReceiVed of $500 or Mote (Report or Schedule CJ IF APPLICABLE, LIST DATE:
__J__/23_

ACQUIRED
__J_/J,1_

DISPOSED

NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
$2,000 - $10,000 L $100,001 • $1,000,000 j $10,001 - $100,000 _J Over $1,000,000 NATURE OF INVESTMENT 0 S1ock Other ____ __,"""".,,.... ____ _ (besa,be} LJ Partnership LJ Income Recer.,ed of $0 • $499 J Income Received of $S00 or More /Ropo,t on Schedule CJ IF APPLICABLE. LIST DATE
__j_fl~

ACQUIRED
__J~

DISPOSED
FPPC Form 700 • SchedMle A-1 (2023/2024)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page • 7
44 Instructions - Schedules A-1 and A-2
Investments
"Investment' means a financial interest in any business entity (including a consulting business or other
independent contracting business) that is located in, doing business in. planning to do business in, or that has done business during the previous two years in your agency's jurisdiction in which you, your spouse or registered
domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more at any time during the reporting period. (See Reference
Pamphlet, page 13.)
Reportable investments include:
• Stocks, bonds, warrants, and options, including those held in margin or brokerage accounts and managed
investment funds (See Reference Pamphlet, page 13.)
• Sole proprietorships
• Your own business or your spouse's or registered
domestic partner's business (See Reference Pamphlet,
page 8, for the definition of "business entity."}
• Your spouse's or registered domestic partner's
investments even if they are legally separate property
• Partnerships (e.g., a law firm or family farm)
• Investments in reportable business entities held in a retirement account (See Reference Pamphlet, page 15.)
• If you, your spouse or registered domestic partner,
and dependent children together had a 10% or
greater ownership interest in a business entity or trust (including a living trust), you must disclose investments held by the business entity or trust. (See Reference
Pamphlet, page 16, for more information on disclosing
trusts.)
• Business trusts
You are not required to disclose:
• Government bonds, diversified mutual funds, certain
funds similar to diversified mutual funds (such as
exchange traded funds) and investments held in certain
retirement accounts. (See Reference Pamphlet, page

13.) (Regulation 18237)
• Bank accounts, savings accounts, money market
accounts and certificates of deposits
• Cryptocurrency • Insurance policies • Annuities • Commodities • Shares in a credit union • Government bonds (including municipal bonds)
Reminders
• Do you know your agency's jurisdiction?
• Did you hold investments at any time during the period covered by this statement?
• Code filers - your disclosure categories may only
require disclosure of specific investments.
• Retirement accounts invested in non-reportable interests (e.g., insurance policies, mutual funds, or government
bonds) (See Reference Pamphlet, page 15.)
• Government defined-benefrt pension plans (such as
CalPERS and CalSTRS plans)
• Certain interests held in a blind trust (See Reference Pamphlet, page 16.)
Use Schedule A-1 to report ownership of less than 10%
(e.g., stock). Schedule C (Income) may also be required if the investment is not a stock or corporate bond. (See second example below.)
Use Schedule A-2 to report ownership of 10% or greater
(e.g., a sole proprietorship).

To Complete Schedule A-1:

Do not attach brokerage or financial statements.
• Disclose the name of the business entity. Do not use
acronyms for the name of the business entity, unless it is one that is commonly understood by the public.
• Provide a general description of the business activity of the entity (e.g .. pharmaceuticals, computers, automobile manufacturing, or communications).
• Check the box indicating the highest fair market value of your investment during the reporting period. If you are filing a candidate or an assuming office statement,
indicate the fair market value on the filing date or the date you took office, respectively. (See page 20 for
more information.)
• Identify the nature of your investment (e.g., stocks, warrants, options, or bonds).
• An acquired or disposed of date is only required if you initially acquired or entirely disposed of the investment interest during the reporting period. The date of a stock dividend reinvestment or partial disposal is not required.

Generally, these dates will not apply if you are filing a candidate or an assuming office statement.

Examples:

Frank Byrd holds a state agency position. Frank's conflict of interest code requires full disclosure of investments.

Frank must disclose stock holdings of $2,000 or more
in any company that is located in or does business in
California, as well as those stocks held by Franks's spouse or registered domestic partner and dependent children.

Alice Lance is a city council member. Alice has a 4%
interest, worth $5,000, in a limited partnership located in the city Alice must disclose the partnership on Schedule A-1 and income of $500 or more received from the
partnership on Schedule C.

FPPC Form 700 (2023/2024)
[email protected] • 866-.!75-3772 • www.fppc.ca.gov
Page • I
45 SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700
f.\lR POLITlrAL PRA~r1rEs COMJJISC:,ION
Name
1 BUSINESS ENTITY OR TRUST
Name
Addr&ss (Business Address Acceptable/
Check one
D Trust, go to 2 LJ Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE IF APPLICABLE, UST DATE
$0 - $1 ,999
$2,000 - $10,000 __J__j23._ __j-'2J._ $10,001 - $100,000 ACQUIRED DISPOSED $1C0,001 - $1,000,000 :J Over $1,000,000 NATURE OF INVESTMENT 0 Partnersh,p D Sole Proprietorship D umer

YOUR BUSINESS POSITION
2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA

SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST)
D $0. $499
:.J $500 - $ 1,000
:J $1,001 • $10,000
[l $10,001 - St00.000 0 OVER $100,000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME Of S10 000 OR MORE lAfhoch .a UPJr-'t• ,h .. t ,t ,_.•u.ar,, l LJ None or _J Names listed below
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELO OR
LEASED Ir! THE BUSINESS ENTITY OR TRUST
Check one box
0 REAL PROPERTY
Name of Bus,ness Enlily, 1f lnvea1ment, Q! Assessor's Parcel Number or Slreet Address or Real Property Descnption of Business Activity Ill
City or Olher Precise Location ot Real Property

FAIR MARKET VALUE IF APPLICABLE
8 $2,000 - $10,000 $10,001 - $100.000 __J__J~ B $100,001 - $1 .000.000 ACQUIRED Over $ 1,000.000

NATURE OF INTEREST
LJ Property Ownership/Deed of Trust D Stock
D Leasehold _____ l__; Other
Yrs remainmg
LIST DATE:
__J___jll_

DISPOSED
=i Partnership
LJ Check boK additional schedules reporting investments or real property are attached
1 EJUSINtSS ENTITY OR TRU ST
Name
Address (Business Address Acceptable/
Check one
LJ Trust, go to 2 w Business Ently. complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE IF APPLICABLE, LIST DATE
S
$0 - $1,999
$2.000 - 510,000 $10,001 - $100,000
$100,001 - $1,000,000 =.J Over $1,000,000

NATURE OF INVESTMENT
__J __J'l.'J_

ACQUIRED
__j__/23._

DISPOSED
'-: Partnership ::J Sole PropnetcrshIp D ----~------
- --ofnor

YOUR BUSINESS POSITION --------------
2 IDENTIFY THE GROSS INCOME RECEIVED !INCLUDE YOUR PRO RATA

SHARE OF THE GROSS INCOME IQ THE ENTITY,TRUSTI
0 $0- $499
:::::J $500 - S1.000
C s1.001 • s10.ooo
t l s10.001 - s , 00.000
[j OVER $100000
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR
LEASED Ir! THE BUSINESS ENTITY OR TRUST
Che,:k oni! box·
C INVESTMENT :J REAL PROPERTY
Name of Business En1,1y, if lnves1men1. Q!
ASsessor's Parcel Number or Street Address or Real Property Description of Business Activity l1!
City or Other Prec,se Location of Real Property
FAIR MARKET VALUE IF APPLICABLE. LIST DATE:

E $2,000 • $10,000 $10,001 • $100,000 --1--1n_ __J__/2&_ L $100,001 - $1,000,000 ACQUIRED DISPOSED Over $1.000,000

NATURE OF INTEREST
C Property Ownership/Deed of Trusl O Stock : J Partnership L.: Leasehold _____ lJ Olher
Yrs rerr:aimng
C Check box add~ional schedules reportin9 ,nvestmenls or real property are attached
Comments:--------------------------- FPPC Form 700 • Schedule A·2 (2023/2024) adviC@~pc.ca.gov • 866•275-3n2 • www.fppc.ca.gov
Page-9
46 Instructions - Schedule A-2
Investments, Income, and Assets of Business Entities/Trusts Use Schedule A-2 to report investments in a business
entity (including a consulting business or other
independent contracting business) or trust (including
a living trust) in which you, your spouse or registered domestic partner, and your dependent children, together or separately, had a 10% or greater interest, totaling $2,000 or more. during the reporting period and which is located in, doing business in, planning to do business in, or which has done business during the previous two years in your agency's jurisdiction. (See Reference Pamphlet. page

13.) A trust located outside your agency's jurisdiction is reportable if it holds assets that are located in or doing business in the jurisdiction. Do not report a trust that contains non-reportable interests. For example, a trust containing only your personal residence not used in whole or in part as a business, your savings account, and some municipal bonds, is not reportable.

Also report on Schedule A-2 investments and real property held by that entity or trust if your pro rata share of the investment or real property interest was $2,000 or more during the reporting period.

To Complete Schedule A-2:

Part 1. Disclose the name and address of the business
entity or trust. If you are reporting an interest in a business entity, check "Business Entity' and complete the box as follows:
• Provide a general description of the business activity of the entity.
• Check the box indicating the highest fair market value of your investment during the reporting period.
• If you initially acquired or entirely disposed of this interest during the reporting period, enter the date
acquired or disposed.
• Identify the nature of your investment.
• Disclose the job title or business position you held with the entity, if any (i.e., if you were a director, officer, partner, trustee, employee, or held any position of
management). A business position held by your spouse
is not reportable.

Part 2. Check the box indicating your pro rata share
of the gross income received by the business entity or
trust. This amount includes your pro rata share of the
gross income from the business entity or trust, as well as your community property interest in your spouse's or registered domestic partner's share. Gross income is the total amount of income before deducting expenses, losses, or taxes.

Part 3. Disclose the name of each source of income that is located in, doing business in, planning to do business in, or that has done business during the previous two years in your agency's jurisdiction, as follows:
• Disclose each source of income and outstanding loan
to the business entity or trust identified in Part 1 if your pro rata share of the gross income (including
your community property interest in your spouse's or
registered domestic partner's share} to the business
entity or trust from that source was $10,000 or more
during the reporting period. (See Reference Pamphlet.
page 11, for examples.) Income from governmental
sources may be reportable if not considered salary.

See Regulation 18232. Loans from commercial lending
institutions made in the lender's regular course of business on terms available to members of the public without regard to your official status are not reportable. • Disclose each individual or entity that was a source
of commission income of $10,000 or more during the
reporting period through the business entity identified in Part 1. (See Reference Pamphlet, page 8.)
You may be required to disclose sources of income located outside your jurisdiction. For example, you may have a client who resides outside your jurisdiction who does business on a regular basis with you. Such a client, if a reportable source of $10,000 or more, must be disclosed.

Mark "None" if you do not have any reportable $10,000
sources of income to disclose. Phrases such as
"various clients" or "not disclosing sources pursuant to attorney-client privilege" are not adequate disclosure. (See Reference Pamphlet. page 14, for information on
procedures to request an exemption from disclosing privileged information.) Part 4. Report any investments or interests in real
property held or leased by the entity or trust identified in Part 1 if your pro rata,share of the interest held was $2,000 or more during the reporting period. Attach additional
schedules or use FPPC's Form 700 Excel spreadsheet if
needed.
• Check the applicable box identifying the interest held as real property or an investment.
• If investment, provide the name and description of the business entity.
• If real property, report the precise location (e.g., an assessor's parcel number or address).
• Check the box indicating the highest fair market value of your interest in the real property or investment during the reporting period. (Report the fair market value of the portion of your residence clai
med as a tax deduction if
you are utilizing your residence for business purposes.) • Identify the nature of your interest. • Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the
property or investment during the reporting period.

FPPC Form 700 (2023/2024)
•dvice@)fppc.ca.gov • 86&-27S•3772 • www,fpp<.ca.gov
Page· 10
47 CALIFORNIA FORM 7 00

SCHEDULE B
Interests in Real Property
(Including Rental Income)
FAIR POLITICAL PRACTICES CO"'"' SSIQI,
Name

ASSESSORS PARCEL NUMBER OR STREET ADDRESS
CITY
FAIR MARKET VALUE IF APPLICABLE. LIST DATE:
::J $2,000 - $10.000
__j_____jll_ __J__JZ3_ ::J $'0,001 - $100,000
:_j $ 100,001 • $1 .000,000 ACQUIRED DISPOSED
[J Over $1,000,000

NATURE OF INTEREST
.J Owner11h1p/Deed of Trust [J Easement .J Leasehold .J Yrs ramain,ng Other

IF RENTAL PROPERTY GROSS INCOME RECEIVED
::J $0 • $499 $500 • $1 000 ::J $1,001 • $10,000
_j $10.001 • $100,000 0 OVER $100,000
SOURCES OF RENTAL INCOME If you own a 10% or greater
interest. list the name of each tenant that is a single source of income of $10,000 or more. 0 None

ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY
FAIR MARKET VALUE IF APPLICABLE. LIST DATE:
0 $2,000 - $10,000 0 __j__JZ3_ __J_____jll_ $10.001 • $100,000 lJ $100,001 • $1,000,000 ACQUIRED DISPOSED
D Over $1,000.000

NATURE OF INTEREST
D Ownership/Deed of Trust L Easement
LJ Leasehold L.J Yrs rema1nu1g C lher

IF RENTAL PROPERTY, GROSS INCOME RECEIVED
so - s,i99 D ssoo. s1.aoo $1.001 • s10.ooo
LJ $10,001 • $100,000 0 OVER $100.000
SOURCES OF RENTAL INCOME If you own a 10% or greater
interest. list the name of each tenant that is a single source of income of $10,000 or more.

O 111one
* You are not required to report loans from a commercial lending institution made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows:

NAME OF LENDER"
ADDRESS (Business ArJrJress Acceptable)
BUSl~ESS ACTIVITY. IF ANY OF LENDER
INTEREST RATE TERM (Months/Years)
_ ___ % l I None

HIGHEST BALANCE DURING REPORTING PERIOD
=:) $500 - $1,000
:) $10,001 • $100.000
0 Guarantor, if applicable
n s,.oo, • s,a.ooo
[ "] OVER $100.000
NAME OF LENDER•
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY. IF ANY. OF LENDER
INTEREST RATE TERM (Mtmlhs/Years)
____ % lJ None

HIGHEST BALANCE DURING REPORTING PERIOD
::J $500 • $1,000
::J $10,001 • $100,000
:J Guarantor, ij applicable
C $1 ,001 - $10.000
Q OVER $100,000
Comments:-------------- -------- - ------ - ---------- - -- FPPC Form 700 • Schedule 8 (2023/ 2024)
advicefl)fppc.ca.gov • 866•275-3772 • www.fppc.ca.gov
Pase - 11
48 Instructions - Schedule B
Interests in Real Property
Report interests in real property located in your agency's jurisdiction in which you, your spouse or registered domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more any time during the reporting period. Real property is also considered to be "within the jurisdiction" of a local government agency if the property or any part of it is located within two miles outside the boundaries of the jurisdiction or within two miles of any land owned or used by the local government agency. (See Reference Pamphlet, page 13.)
Interests in real property include:
• An ownership interest (including a beneficial ownership interest)
• A deed of trust, easement, or option to acquire property • A leasehold interest (See Reference Pamphlet, page 14.) • A mining lease • An interest in real property held in a retirement account (See Reference Pamphlet, page 15.)
An interest in real property held by a business entity or trust in which you, your spouse or registered domestic
partner, and your dependent children together had a 1 0% or greater ownership interest (Report on Schedule A-2.) • Your spouse's or registered domestic partner's interests in real property that are legally held separately by him or her You are nm required to report:
• A residence, such as a home or vacation cabin, used
exclusively as a personal residence (However, a residence in which you rent out a room or for which you claim a
business deduction may be reportable. If reportable,
report the fair market value of the portion claimed as a tax deduction.)
• Some interests in real property held through a blind trust (See Reference Pamphlet. page 16.)
• Please note: A non-reportable property can still
be grounds for a conflict of interest and may be
disqualifying.

To Complete Schedule B:
• Report the precise location (e.g., an assessor's parcel number or address} of the real property.
• Check the box indicating the fair market value of your interest in the property (regardless of what you owe on the property).
• Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the
property during the reporting period.
• Identify the nature of your interest. If it is a leasehold, Reminders
• Income and loans already reported on Schedule B are
not also required to be reported on Schedule C.
• Real property already reported on Schedule A-2, Part 4 is not also required to be reported on Schedule B.
• Code filers - do your disclosure categories require
disclosure of real property?
disclose the number of years remaining on the lease.
• If you received rental income, check the box indicating the gross amount you received.
• If you had a 10% or greater interest in real property and received rental income, list the name of the source(s) if your pro rata share of the gross income from any single tenant was $10,000 or more during the reporting period. If you received a total of $10,000 or more from two or more
tenants acting in concert (in most cases, this will apply to married couples), disclose the first and last name of each tenant. Otherwise, mark "None."
• Loans from a private lender that total $500 or more and are secured by real property may be reportable. Loans from
commercial lending institutions made in the lender's
regular course of business on tenns available to
members of the public without regard to your official
status are not reportable.

When reporting a loan:
- Provide the name and address of the lender.
- Describe the lender's business activity.
- Disclose the interest rate and term of the loan. For
variable interest rate loans, disclose the conditions
of the loan (e.g .. Prime + 2) or the average interest rate paid during the reporting period. The term of
a loan is the total number of months or years given for repayment of the loan at the time the loan was
established.
- Check the box indicating the highest balance of the loan during the reporting period.
- Identify a guarantor, if .... ,_,_,.,,,,_,, ....... , ....... applicable. 2'!~ s
•~•
If you have more than one
reportable loan on a single
piece of real property, report
the additional loan(s) on
Schedule C.

Example:

Allison Gande is a city
planning commissioner.

During the reporting period,
Allison received rental income
of $12,000. from a single
tenant who rented property
owned in the city's jurisdiction.

If Allison received $6,000
each from two tenants, the
tenants' names would not be
required because no single
tenant paid her $10,000 or
more. A married couple is
considered a single tenant.

S•ctamento
s-::--::, •~~- ·••oa, . • , CIIIIII~
c:,,..,· • ---
~---, ... 11!,1,1
[J .. u .--
'#IUIRl,,l ~ "1'1' CIAOllla ~ Rn:lM D
D * -- 0 .-n.l ·•'- C;i ••iut 1•oot11 1r1- - l •IIID atlll Q ,._•ltOO.-Z ~ - Qll-wa&.IIIIXNII. ., ...., _ .. ,o..~ .. -~--- _, _.,....,.. _
_______
"'
.,._,~ltOGiOO l:II",._
o -
--
~..-.w...............,
2121 Bou. Sky P,i~. S.-•to
........ Cf'Wr dNft (Jf UN)CJt
RHIIUranl own.,
lflfTUIUI ICAI( 11,,._,...,._ .. ,
_ a_ , 0 ._. ~,s~v~ .. ~~---
HDC.n UI.MCli: DUNJC Ai ,iclffl..0 l'l;" IOCt
u -- ,i OOD O • tot• •"* A s~•• ,-.- :J CWP 1,ou m
FPPC Form 700 (lOU/2024)
advlcefilfppc.ca.cov • 866-275-3772 • www.fpp,;.ca.go•
Page - 12
49 SCHEDULE C
Income, Loans, & Business
Positions
CALIFORNIA FORM 7 00
FAIR POL ITl"<L PR~CTICES CO\!MISS ION
Name
(Other than Gifts and Travel Payments)

1. INCOME RECEIVED 1 INCOME RE CEIVED

NAME OF SOURCE OF INCOME
ADDRESS (Business Addrass Acceptable)
BUSINESS ACTIVITY. IF ANY, OF SOURCE

YOUR BUSINESS POSITION

GROSS INCOME RECEIVED
'.J $500 • $1,000
S10,001 - $100,000
No Income - Business Pos1tlon OnIy
LJ $1,001 • $10,000
__j OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED
.J Salaiy '.:J Spouse's or registered domestic partner's income (For self-employed use Scheaule A-2.J
.J Partnership (Less than 10% ownership. For 10¼ or greater use Sehedule A-2.J
_j Sale of __________________ _
(RMI property. CBI. boa/ ale)
=::J Loan repayment
:J Comm:ssion or O Rental Income, h•t each source or s•o.~o or mom (Desr;nbel
.J Other _________________ _
(Des:ribel
NAI\AE OF SOURCE OF INCOME
ADDRESS (Business Addr&ss Acceplable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE

YOUR BUSINESS POSITION
GROSS INCOME RECEIVED LJ No Income - Business Position Only C::: $500 - $1,000 CJ $1,001 - $10,000
....., $10,001 - $100,000 __j OVER S100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED
Salary '.] Spouse's or registered domesbc partner's ,ncome (For self-enployed ul!e Schedule A-2.)
Partnership (less 1han 10% ownership. For 10% or grea1er use Schedule A-2.J
= Sale of __________________ _
/Roal property, car. boa/, etc/
C Loan repayment
:J Commission or O Rental Income, I,s1 each soun:e ot SW 000 or more [Oescnbe)
Other __________________ _
roescnbe)
2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from a commercial lending institution, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows:

NAME OF LENDER•
ADDRESS (Business Add(flss Acceptable)

BUSINESS ACTIVITY, IF ANY OF LENDER

HIGHEST BALANCE DURING REPORTING PERIOD
__j $500 - $1,000
:=J $1,001 - $10.000 :=J $10,001 • $100,000
J OVER $100.000
Comments:

INTEREST RATE TERM (Months/Years)
_ ___ % L] None

SECURITY FOR LOAN
LJ None __J Personal residence
D Real Property --------,,----,.-------- Street adOress Oty
LJ Guarantor
___ ______________ _
LJ Other
____ ____ __________ _
roescnbe)
FPPC Fonn 700 • Schedule C (2023/2024)
aclvlc:e@fppc:.ca.gov • 866-275-3772 • www.fppc:.ca.gov Page· 13
50 Instructions - Schedule C
Income, Loans, & Business Positions
(Income Other Than Gifts and Travel Payments)
Reporting Income:

Report the source and amount of gross income of $500
or more you received during the reporting period. Gross income is the total amount of income before deducting
expenses, losses, or taxes and includes loans other
than loans from a commercial lending institution. (See
Reference Pamphlet, page 11.) You must also report the
source of income to your spouse or registered domestic
partner if your community property share was $500 or
more during the reporting period.

The source and income must be reported only if the source is located in, doing business in, planning to do business in, or has done business during the previous two years in your agency's jurisdiction. (See Reference Pamphlet, page 13.) Reportable sources of income may be further limited by
your disclosure category located in your agency's conflict of interest code.

Reporting Business Positions:

You must report your job title with each reportable
business entity even if you received no income during the reporting period. Use the comments section to indicate
that no income was received.

Commonly reportable income and loans include:
• Salary/wages, per diem, and reimbursement for
expenses including travel payments provided by your
employer
• Community property interest (50%) in your spouse's
or registered domestic partner"s income - report the
employer's name and all other required information
• Income from investment interests, such as partnerships, reported on Schedule A-1
• Commission income not required to be reported on
ScheduleA-2 (See Reference Pamphlet, page 8.)
• Gross income from any sale, including the sale of a
house or car (Report your pro rata share of the total sale price.)
• Rental income not required to be reported on Schedule B • Prizes or awards not disclosed as gifts
• Payments received on loans you made to others
• An honorarium received prior to becoming a public official (See Reference Pamphlet. page 10.)
• Incentive compensation (See Reference Pamphlet, page

12.)
Reminders
• Code filers -your disclosure categories may not require disclosure of all sources of income.
• If you or your spouse or registered domestic partner are self.employed, report the business entity on Schedule A-2. • Do not disclose on Schedule C income, loans, or business positions already reported on Schedules
A-2 or
B.

You are n21 required to report:
• Salary, reimbursement for expenses or per diem,
or social security, disability, or other similar benefit payments received by you or your spouse or registered
domestic partner from a federal, state, or local
government agency.
• Stock dividends and income from the sale of stock
unless the source can be identified.
• Income from a PERS retirement account.
(See Reference Pamphlet, page 12.)
To Complete Schedule C:

Part 1. Income Received/Business Position Disclosure
• Disclose the name and address of each source of
income or each business entity with which you held a
business position.
• Provide a general description of the business activity if the source is a business entity.
• Check the box indicating the amount of gross income
received.
• Identify the consideration for which the income was
received.
• For income from commission sales, check the box
indicating the gross income received and list the name
of each source of commission income of $10,000 or
more. (See Reference Pamphlet. page 8.) Note: If
you receive commission income on a regular basis
or have an ownership interest of 10% or more, you
must disclose the business entity and the income
on Schedule A-2.
• Disclose the job titre or business position, if any, that you held with the business entity, even if you did not receive income during the reporting period.

Part 2. Loans Received or Outstanding During the
Reporting Period
• Provide the name and address of the fender.
• Provide a general description of the business activity if the lender is a business entity.
• Check the box indicating the highest balance of the loan during the reporting period.
• Disclose the interest rate and the term of the loan.
• For variable interest rate loans, disclose the
conditions of the loan (e.g., Prime+ 2) or the
average interest rate paid during the reporting
period.
- The term of the loan is the total number of months or years given for repayment of the loan at the time the
loan was entered into.
• Identify the security, if any, for the loan.

FPPC Form 700 (2023/2024)
[email protected] • 866·275-3772 • www.fppc.ca.gov
Page - 14
51 CALIFORNIA FORM 700

SCHEDULED
Income - Gifts

FAIR POLITICAL PRACTICES COMMISSIOS
Name
NAME OF SOURCE (Not an Acronym) NAME OF SOURCE {Not an Acronym) ADOR ESS (Bu$iness Address Acct!plabht/ ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S} DATE (mm/ddlyy) VALUE DESCRIPTION OF GIFT($) _/_/ _ __}__} _
_J_j_ __}_/ _
_/_/ _ _ $, _ __ _ _/_/ __ $, ___ _
NAME OF SOURCE (Not an Acronym} NAME OF SOURCE (Not an Acronym/ ADDRESS (Business Address Acceplable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY IF ANY 0" SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT{S) DATE (mm/ddlyy) VALUE DESCRIPTION OF GIFT(S _/_/ _ _j_j _ _/_/ __ $ ___ _ _/_/ _
_/_/_ _j_/_ $ ___ _
NAME OF SOURCE (Not an Acronym) NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptllble/ ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY OF SOURCE BUSINESS ACTIVITY IF ANY OF' SOURCE DATE (mmldd/yy) VALUE DESCRIPTION OF GIFT(S) DATE (mmiddiyy) VALUE DESCRIPTION OF GIFT($) __}_/ _
_/_/ __ $ ___ _ _/_/ __ $ ___ _ _/_/ _
Comments:------------ --------- ------------------ --- - - FPPC Form 700 • Sche<lule D (2023/2024)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Pa1e - 15
52 Instructions - Schedule D
Income - Gifts
A gift is anything of value for which you have not provided equal or greater consideration to the donor. A gift is
reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.

It is the acceptance of a gift, not the ultimate use to which it is put, that imposes your reporting obligation. Except as noted below, you must report a gift even if you never used it or if you gave it away to another person.

If the exact amount of a gift is unknown, you must make a good faith estimate of the item's fair market value. listing the value of a gift as "over $50" or "value unknown• is not adequate disclosure. In addition. if you received a gift through an intermediary, you must disclose the name, address, and business activity of both the donor and the intermediary. You may indicate an intermediary either in the 'source" field after the name or in the ·comments· section at the bottom of Schedule D.

Commonly reportable gifts include:
• Tickets/passes to sporting or entertainment events • Ticketsfpasses to amusement parks • Parking passes not used for official agency business
• Food, beverages, and accommodations, including those
provided in direct connection with your attendance at a convention, conference, meeting, social event, meal, or like gathering
• Rebates/discounts not made in the regular course of
business to members of the public without regard to official status
• Wedding gifts (See Reference Pamphlet. page 16)
• An honorarium received prior to assuming office (You may report an honorarium as income on Schedule C, rather
than as a gift on Schedule D, if you provided services of equal or greater value than the payment received. See
Reference Pamphlet, page 10.)
• Transportation and lodging (See Schedule E.)
• Forgiveness of a loan received by you
Reminders
• Gifts from a single source are subject to a $590 limit in 2023. (See Reference Pamphlet, page 10.)
• Code filers - you only need to .report gifts from
reportable sources.

Gift Tracking Mobile Application
• FPPC has created a gift tracking app for mobile
devices that helps filers track gifts and provides a quick and easy way to upload the information to the Form
700. Visit FPPC's website to download the app.

You are !!2l required to disclose:
• Gifts that were not used and that, within 30 days after receipt, were returned to the donor or delivered to a
charitable organization or government agency without
being claimed by you as a charitable contribution for tax purposes
• Gifts from your spouse or registered domestic partner, child, parent, grandparent. grandchild, brother. sister, and certain other family members (See Regulation 18942 for a complete list.). The exception does not apply if the donor was acting as an agent or intermediary for a reportable source who was the true donor.
• Gifts of similar value exchanged between you and an
Individual, other than a lobbyist registered to lobby your state agency, on holidays, birthdays, or similar occasions • Gifts of informational material provided to assist you in the performance of your official duties (e.g., books, pamphlets, reports, calendars, periodicals, or educational seminars) • A monetary bequest or inheritance {However, inherited investments or real property may be reportable on other schedules.)
• Personalized plaques or trophies with an individual value of less than $250
• Campaign contributions
• Up to two tickets, for your own use, to attend a fundraiser for a campaign committee or candidate, or to a fundraiser for an organization exempt from taxation under Section 501 (c)(3) of the Internal Revenue Code. The ticket must be received from the organization or committee holding the fund raiser.
• Gifts given to members of your immediate family if the source has an established relationship with the family
member and there is no evidence to suggest the donor had a purpose to influence you. (See Regulation 18943.)
• Free admission, food, and nominal items (such as a pen. pencil, mouse pad, note pad or similar item) available to all attendees, at the event at which the official makes a speech (as defined in Regulation 18950(b)(2)). so long as the admission is provided by the person who organizes the event.
• Any other payment not identified above, that would
otherwise meet the definition of gift, where the payment is made by an individual who is not a lobbyist registered to lobby the official's state agency, where it is clear that the gift was made because of an existing personal or business relationship unrelated to the official's position and there is no evidence whatsoever at the time the gift is made to suggest the donor had a purpose to influence you.

To Complete Schedule D:
• Disclose the full name (not an acronym), address, and, if a business entity, the business activity of the source.
• Provide the date (month, day, and year) of receipt, and disclose the fair market value and description of the gift.

FPPC Form 700 (Z023/2024)
advit~pc.ca.gov • 866·Z75•3n2 • www.fppc.ca.gov
Pa1e -16
53 CALIFORNIA FORM 700

SCHEDULE E
Income - Gifts
FAIR POLITICAL PRACTICl, COMMl!,!,ION
Name
Travel Payments, Advances,
and Reimbursements
• Mark either the gift or income box.
• Mark the "501(c)(3)" box for a travel payment received from a nonprofit 501(c)(3) organization or the "Speech" box if you made a speech or participated in a panel. Per Government Code Section 89506, these payments may not be subject to the gift limit. However, they may result in a disqualifying conflict of interest.
• For gifts of travel, provide the travel destination.
---------------------
NAME OF SOURCE (Not an A,;ronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
501 (C)P) or DESCRIBE BUSINESS ACTIVITY, IF ANY OF SOURCE OATE(SJ.__/__/_ • __/__/_ AMT$, _____ _
(If gift)
MUST CHECK ONE: L Gift -or- _J Income
C Made a SpeechlParticipaled in a Panel
D Other - Provide Description ___ _______ _
If Gift Prollide Travel Destination
___________ _
NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Addrt!SS Acceptable)

CITY ANO STATE
501 (c){3) or DESCRIBE BUSINESS ACTIVITY. IF ANY OF SOURCE DATE(S) __/__} __ • __}__}_ AMT"-- - - --
(If gift)
MUST CHECK ONE C Gift -or- :J Income
[J Made a Speech/Participated in a Panel
Other - Provide Description __________ _
II Gift. Prollide Travel Destination
_ _ ___ ______ _
NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
501 (C)(3) or DESCRIBE BUSINESS ACTlvlTY, IF ANY, OF SOURCE DATE(SJ __/__/ __ - __}__/_ AMT,._ _____ _
(tf gift)
MUST CHECK ONE LJ Gilt -or- LJ Income
O Made a Speech/Participated in a Panel
D Other - Provide Oescnptlon __________ _
II Gift, Provide Trawl Desbnat1on
___________ _
NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptabltt/

CITY AND STATE
0 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY IF ANY. OF SOURCE DATE[S):__/__/_ • __/__/ __ AMT"-------
(If giff)
MUST CHECK ONE Gift -or- :J Income
LJ Made a Speech/Participated in a Panel
0 Other • Provide Description __________ _
II Gift Provide Travel Destination
___________ _
Comments:-------------------------------- ---- ------
FPPC Form 700 • Schedule E (Z023/ 20Z4j
[email protected] • 866•275-3772 • www.lppc:.ca.gov
Page -17
54 Instructions - Schedule E
Travel Payments, Advances,
and Reimbursements
Travel payments reportable on Schedule E include advances and reimbursements for travel and related expenses,
including lodging and meals.

Gifts of travel may be subject to the gift limit. In addition, certain travel payments are reportable gifts, but are not subject to the gift limit. To avoid possible misinterpretation or the perception that you have received a gift in excess of the gift limit. you may wish to provide a specific description of the purpose of your travel. (See the FPPC fact sheet entitled 'Limitations and Restrictions on Gifts, Honoraria, Travel, and Loans" to read about travel payments under section 89506(a).) You are !!21 required to disclose:
• Travel payments received from any state, local, or federal government agency for which you provided services equal or greater in value than the payments received, such as reimbursement for travel on agency business from your
government agency employer.
• A payment for travel from another local, state. or federal government agency and related per diem expenses when
the travel is for education. training or other inter-agency programs or purposes.
• Travel payments received from your employer in the
normal course of your employment that are included in the income reported on Schedule C.
• A travel payment that was received from a nonprofit
entity exempt from taxation under Internal Revenue
Code Section 501 (c)(3) for which you provided equal or greater consideration, such as reimbursement for travel on business for a 501(c)(3) organization for which you are a board member.

Note: Certain travel payments may not be reportable
if reported via email on Form 801 by your agency.

To Complete Schedule E:
• Disclose the full name (not an acronym) and address of the source of the travel payment.
• Identify the business activity if the source is a business entity.
• Check the box to identify the payment as a gift or income, report the amount. and disclose the date(s).
• Travel payments are gifts if you did not provide
setvices that were equal to or greater in value than the payments received. You must disclose gifts totaling $50 or more from a single source during the period covered
by the statement.

When reporting travel payments that are gifts, you must provide a description of the gift, the date(s) received, and the travel destination.
• Travel payments are income if you provided services
that were equal to or greater in value than the
payments received. You must disclose income totaling
$500 or more from a single source during the period
covered by the statement. You have the burden of
proving the payments are income rather than gifts.

When reporting travel payments as income, you must
describe the services you provided in exchange for lhe
payment. You are not required to disclose the date(s)
for travel payments that are income.

Example:

City council member MaryClaire Chandler is the chair of a 501(c)(6) trade association, and the association pays for MaryClaire's travel to attend its meetings. Because MaryClaire is deemed
lo be providing equal or
greater consideration for
the travel payment by
virtue of serving on the
board, this payment may
be reported as income.
~•~-~~!T~~•ttOII
ADOfW.Mi la-,_. ...
12JOKs-. s.i.e10
:tn'AHDSfiii°
s_~""""°-~ L..J IIOI N :I) fl DCatl'l lt*- &noNtU~Vff'r JF ""Y, 0, AssodatlQll ol HNilllcare .,,.,.,,.,,, ___ _
Payments for MaryClaire • _,t,£1(""' :i.., ... 1,1 ...... to attend other events
for which they are not
providing services are
likely considered gifts.

Qll-»•~~.l'laPlW'lll
0 .,._ _,,__ T~J9i!!!~~"!P.!._
-~
·-nD'IIIOI""""' ONIMD\
Note that the same payment from a 501 (c)(3) would NOT be reportable.

Example:

Mayor Kim travels to China on a trip organized by China Silicon Valley Business Development, a California nonprofit, 501 (c){6) organization. The Chengdu Municipal People's Government pays for ...... ,...,.,..., ~ ~-
Mayor Kim's airfare and .=:::::=!..":!.G<M,m.,,.,,,
travel costs. as well as zca06h SI. caoshu ... o"Vt•'!iau,_~duSh!.

C:ITYAte STATE
meals and lodging during ~.-nS1M109..~ s•OOl!l _ _ _
the trip. The trip's agenda ""'"'"""'sc-,""""' .. "'·""'-•""'"'oou,ae shows that the trip's °""""~~22.' ..!!!!i..!!!ixx ""' 13.m38 purpose is to promote job "'~
creation and economic activity in China and in
Silicon Valley, so the trip
is reasonably related to
a governmental purpose.
[!! Gift ..ot~ 0 tl'l00Cl'II
0 ,..,. • ... . ,..,.
0 o,,.,. PlovG& ~ T,...el1elfl'lbufMmenl_f~
11!:etoCPl•n•
Thus, Mayor Kim must report the gift of travel. but the gift is exempt from the gift limit. In this case. the travel payments are not subject to the gift limit because the source is a foreign government and because the travel is reasonably related lo a governmental purpose. (Section 89506(a)(2).) Note
that Mayor Kirn could be disqualified from participating in or making decisions about The Chengdu Municipal People's
Government for 12 months. Also note that if China Silicon Valley Business Development (a 501 (c)(6) organization) paid for the travel costs rather than the governmental organization, the payments would be subject to the gift limits. (See the FPPC fact sheet, Limitations and Restrictions on Gifts, Honoraria, Travel and Loans, at www.fppc.ca.gov.)
FPPC Form 700 (2023/20241
[email protected] • 866-275-3772 • www.fppc.ca.gov
Pitge-18
55 Restrictions and Prohibitions
The Political Reform Act (Gov. Code Sections 81000-
91014) requires most state and local government officials and employees to publicly disclose their economic
interests including personal assets and income. The
Act's conflict of interest provisions also disqualify a public official from taking part in a governmental decision if it is reasonably foreseeable that the decision will have
a material financial effect on these economic interests as well as the official's personal finances and those
of immediate family. (Gov. Code Sections 87100 and
87103.) The Fair Political Practices Commission (FPPC)
is the state agency responsible for issuing the attached Statement of Economic Interests, Form 700, and for
interpreting the Act's provisions.

Gift Prohibition Gifts received by most state and local officials, employees, and candidates are subject to a limit. In 2023-2024, the gift limit increased to $590 from a single source during a
calendar year.

Additionally, state officials, state candidates, and certain state employees are subject to a $10 limit per calendar month on gifts from lobbyists and lobbying firms registered with the Secretary of State. See Reference Pamphlet,
page 10.

State and local officials and employees should check with their agency to determine if other restrictions apply.

Disqualification
Public officials are, under certain circumstances, required to disqualify themselves from making, participating in, or attempting to influence governmental decisions that will affect their economic interests. This may include interests they are not required to disclose. For example, a personal residence is often not reportable, but may be grounds for disqualification. Specific disqualification requirements apply to 87200 filers (e.g., city councilmembers, members of boards of supeNisors, planning commissioners, etc.).

These officials must publicly identify the economic interest that creates a conflict of interest and leave the room before a discussion or vote takes place at a public meeting. For more information, consult Government Code Section
87105, Regulation 18707, and the Guide to Recognizing
Conflicts of Interest page at www.fppc.ca.gov.

Honorarium Ban
Most state and local officials, employees, and candidates are prohibited from accepting an honorarium for any
speech given. article published, or attendance at a
conference, convention, meeting, or like gathering. (See Reference Pamphlet, page 10.)
Loan Restrictions
Certain state and local officials are subject to restrictions on loans. (See Reference Pamphlet, page 14.)
Post-Governmental Employment
There are restrictions on representing clients or employers before former agencies. The provisions apply to elected state officials, most state employees, local elected officials, county chief administrative officers, city managers,
including the chief administrator of a city, and general managers or chief administrators of local special districts and JPAs. The FPPC website has fact sheets explaining
the provisions.

Late Filing
The filing officer who retains originally-signed or
electronically filed statements of economic interests may impose on an individual a fine for any statement that is filed late. The fine is $10 per day up to a maximum of $100.

Late filing penalties may be reduced or waived under certain circumstances.

Persons who fail to timely file their Form 700 may be
referred to the FPPC's Enforcement Division (and, in some cases, to the Attorney General or district attorney) for investigation and possible prosecution. In addition to the late filing penalties, a fine of up to $5,000 per violation may be imposed.

For assistance concerning reporting, prohibitions, and
restrictions under the Act:
• Email questions to [email protected].
• Call the FPPC toll-free at (866) 275•3772.

Form 700 is a Public Document
Public Access Must Be Provided
Statements of Economic Interests are public
documents. The filing officer must permit any
member of the public to inspect and receive a copy
of any statement.
• Statements must be available as soon as possible
during the agency's regular business hours, but
in any event not later than the second business
day after the statement is received. Access to the
Form 700 is not subject to the Public Records Act
procedures.
• No conditions may be placed on persons seeking
access to the forms.
• No information or identification may be required
from persons seeking access.
• Reproduction fees of no more than 10 cents per
page may be charged.

FPPC Form 700 (ZOZ3/2024J
il<[email protected].,.,. • 866•275-3772 • www.fppc.ca.,ov
Page· 19
56 Questions and Answers
General
Q. What is the reporting period for disclosing interests on an assuming office statement or a candidate
statement?
A. On an assuming office statement, disclose all
reportable investments, interests in real property, and business positions held on the date you assumed
office. In addition, you must disclose income (including loans, gifts and travel payments) received during the 12 months prior to the date you assumed office.

On a candidate statement, disclose all reportable
investments, interests in real property. and business positions held on the date you file your declaration of candidacy. You must also disclose income (including
loans, gifts and travel payments) received during the
12 months prior to the date you file your declaration of candidacy.

Q. I hold two other board positions in addition to my
position with the county. Must I file three statements of economic interests?
A. Yes, three are required. However, you may instead
complete an expanded statement listing the county and
the two boards on the Cover Page or an attachment as
the agencies for which you will be filing. Disclose all reportable economic interests in all three jurisdictions on the expanded statement. File the expanded
statement for your primary position providing an original "wet" signature unless filed with a secure electronic
signature. (See page 3 above.) File copies of the
expanded statement with the other two agencies as
required by Regulation 18723.1 (c}. Remember to
complete separate statements for positions that you
leave or assume during the year.

Q. I am a department head who recently began acting as
city manager. Should I file as the city manager?
A. Yes. File an assuming office statement as city
manager. Persons serving as "acting," "interim," or
"alternate• must file as if they hold the position because they are or may be performing the duties of the
position
Q. My spouse and I are currently separated and in the
process of obtaining a divorce. Must I still report my
spouse's income, investments, and interests in real
property?
A. Yes. A public official must continue to report a spouse's economic interests until such time as dissolution of
marriage proceedings is final. However, if a separate
property agreement has been reached prior to that
time, your estranged spouse's income may not have to
be reported. Contact the FPPC for more information.

0. As a designated employee. I left one state agency to work for another state agency. Must I file a leaving
office statement?
A. Yes. You may also need to file an assuming office
statement for the new agency.

Investment Disclosure
Q. I have an investment interest in shares of stock in a company that does not have an office in my jurisdiction.

Must I still disclose my investment interest in this
company?
A. Probably. The definition of "doing business in the
jurisdiction" is not limited to whether the business has an office or physical location in your jurisdiction. (See Reference Pamphlet, page 13.)
Q. My spouse and I have a living trust. The trust holds rental property in my jurisdiction, our primary residence, and investments in diversified mutual funds. I have full disclosure. How is this trust disclosed?
A Disclose the name of the trust, the rental property and its income on Schedule A-2. Your primary residence
and investments in diversified mutual funds registered
with the SEC are not reportable.

Q. I am required to report all investments. I have an IRA that contains stocks through an account managed by
a brokerage firm. Must I disclose these stocks even
though they are held in an IRA and I did not decide
which stocks to purchase?
A Yes. Disclose on Schedule A-1 or A-2 any stock worth
$2,000 or more in a business entity located in or doing business in your jurisdiction.

FPPC Form 700 (Z0U/2024)
[email protected] • 866-275-3772 • www.fppc.ca.cov
Page -20
57 Questions and Answers
Continued
Q. The value of my stock changed during the reporting
period. How do I report the value of the stock?
A. You are required to report the highest value that the stock reached during the reporting period. You may
use your monthly statements to determine the highest
value. You may also use the entity's website to
determine the highest value. You are encouraged to
keep a record of where you found the reported value.

Note that for an assuming office statement, you must
report the value of the stock on the date you assumed
office.

Q. I am the sole owner of my business, an S-Corporation.

I believe that the nature of the business is such that it cannot be said to have any "fair market value· because
it has no assets. I operate the corporation under
an agreement with a large insurance company. My
contract does not have resale value because of its
nature as a personal services contract. Must I report
the fair market value for my business on Schedule A-2
of the Form 700?
A. Yes. Even if there are no tangible assets, intangible assets, such as relationships with companies and
clients are commonly sold to qualified professionals.

The "fair market value" is often quantified for other
purposes, such as marital dissolutions or estate
planning. In addition, the IRS presumes that "personal
services corporations" have a fair market value A
professional "book of business" and the associated
goodwill that generates income are not without a
determinable value. The Form 700 does not require a
precise fair market value; it is only necessary to check a box indicating the broad range within which the value falls.

Q. I own stock in IBM and must report this investment
on Schedule A-1. I initially purchased this stock in
the early 1990s; however, I am constantly buying
and selfing shares. Must I note these dates in the
"Acquired" and "Disposed" fields?
A. No. You must only report dates in the "Acquired" or
"Disposed" fields when, during the reporting period, you initially purchase a reportable investment worth $2,000 or more or when you dispose of the entire investment.

You are not required to track the partial trading of an investment.

Q. On last year's filing I reported stock in Encoe valued at $2,000 - $10,000. Late last year the value of this stock fell below and remains at less than $2,000. How should
this be reported on this year's statement?
A. You are not required to report an investment if the value was less than $2,000 during the entire reporting period.

However, because a disposed date is not required for
stocks that fall below $2,000, you may want to report
the stock and note in the "comments" section that the
value fell below $2,000. This would be for informational purposes only; it is not a requirement.

Q. We have a Section 529 account set up to save money
for our son's college education. Is this reportable?
A. If the Section 529 account contains reportable interests (e.g., common stock valued at $2,000 or more), those
interests are reportable (not the actual Section 529
account). If the account contains solely mutual funds,
then nothing is reported.

Income Disclosure
Q. I reported a business entity on Schedule A-2. Clients of my business are located in several states. Must I report all clients from whom my pro rata share of income is
$10,000 or more on Schedule A-2, Part 3?
A. No. only the clients located in or doing business on a regular basis in your jurisdiction must be disclosed.

Q. I believe I am not required to disclose the names of clients from whom my pro rata share of income is
$10,000 or more on Schedule A-2 because of their right
to privacy. Is there an exception for reporting clients· names?
A. Regulation 18740 provides a procedure for requesting an exemption to allow a client's name not to be
disclosed if disclosure of the name would violate a
legally recognized privilege under California or Federal law. This regulation may be obtained from our website
at www.fppc.ca.gov. (See Reference Pamphlet, page

14.)
FPPC form 700 (2023/20241
[email protected]<111 • 866-275-3n2 • www.fppc.ca.gov
Paee - 21
58 Questions and Answers
Continued
Q. I am sole owner of a private law practice that is not reportable based on my limited disclosure category.

However, some of the sources of income to my law
practice are from reportable sources. Do I have to
disclose this income?
A. Yes, even though the law practice is not reportable, reportable sources of income to the law practice of
$10,000 or more must be disclosed. This information
would be disclosed on Schedule C with a note in the
"comments" section indicating that the business entity
is not a reportable investment. The note would be for informational purposes only; it is not a requirement.

Q. I am the sole owner of my business. Where do I
disclose my income - on ScheduleA-2 or Schedule C?
A. Sources of income to a business in which you have an ownership interest of 10% or greater are disclosed on
Schedule A-2. (See Reference Pamphlet, page 8.)
Q. My spouse is a partner in a four-person firm where
all of their business is based on their own billings and collections from various clients. How do I report my
community property interest in this business and the
income generated in this manner?
A. If your spouse's investment in the firm is 10% or
greater, disclose 100% of your spouse's share of the
business on Schedule A-2, Part 1 and 50% of your
spouse's income on Schedule A-2. Parts 2 and 3. For
example, a client of your spouse's must be a source of
at least $20,000 during the reporting period before the client's name is reported.

Q. How do I disclose my spouse's or registered domestic partner's salary?
A. Report the name of the employer as a source of income on Schedule C.

Q. I am a doctor. For purposes of reporting $10,000
sources of income on Schedule A-2, Part 3, are the
patients or their insurance carriers considered sources of income?
A. If your patients exercise sufficient control by selecting you instead of other doctors, then your patients, rather than their insurance carriers, are sources of income to you. (See Reference Pamphlet. page 14.)
a. I received a loan from my grandfather to purchase my home. Is this loan reportable?
A. No. Loans received from family members are not
reportable.

Q. Many years ago, I loaned my parents several thousand dollars, which they paid back this year. Do 1 need to
report this loan repayment on my Form 700?
A No. Payments received on a loan made to a family
member are not reportable.

Real Property Disclosure
Q. During this reporting period we switched our principal place of residence into a rental. I have full disclosure and the property is located in my agency's jurisdiction, so it is now reportable. Because I have not reported
this property before, do I need to show an "acquired"
date?
A No, you are not required to show an "acquired" date
because you previously owned the property. However,
you may want to note in the "comments" section that
the property was not previously reported because it was used exclusively as your residence. This would be for
informational purposes only; it is not a requirement.

Q. I am a city manager. and I own a rental property located in an adjacent city, but one mile from the city limit. Do I need to report this property interest?
A. Yes. You are required to report this property because it is located within 2 miles of the boundaries of the city you manage.

Q. Must I report a home that I own as a personal residence for my daughter?
A. You are not required to disclose a home used as a
personal residence for a family member unless you
receive income from it, such as rental income.

0. I am a co-signer on a loan for a rental property owned by a friend. Since I am listed on the deed of trust, do 1 need to report my friend's property as an interest in real property on my Form 700?
A. No. Simply being a co-signer on a loan for property
does not create a reportable interest in that real
property.

FPPC Form 700 (2023/20241
advice~fppc,ca.gov • 866·215-3n2 • www.fppc.a.gov
Pace·:ZZ
59 Questions and Answers
Continued
Gift Disclosure
Q. If I received a reportable gift of two tickets to a concert valued at $100 each, but gave the tickets to a friend
because I could not attend the concert, do I have any
reporting obligations?
A Yes. Since you accepted the gift and exercised
discretion and control of the use of the tickets, you must disclose the gift on Schedule D.

Q. Julia and Jared Benson, a married couple, want to
give a piece of artwork to a county supervisor. Is each spouse considered a separate source for purposes of
the gift limit and disclosure?
A. Yes, each spouse may make a gift valued at the gift
limit during a calendar year. For example. during 2023
the gift limit was $590, so the Bensons may have given
the supervisor artwork valued at no more than
$1,080. The supervisor must identify Jared and Julia
Benson as the sources of the gift.

Q. I am a Form 700 filer with full disclosure. Our agency holds a holiday raffle to raise funds for a local charity.

I bought $10 worth of raffle tickets and won a gift
basket valued at $120. The gift basket was donated by
Doug Brewer, a citizen in our city. At the same event,
I bought raffle tickets for, and won a quilt valued at
$70. The quilt was donated by a coworker. Are these
reportable gifts?
A Because the gift basket was donated by an outside
source {not an agency employee), you have received a
reportable gift valued at $110 (the value of the basket less the consideration paid). The source of the gift
is Doug Brewer and the agency is disclosed as the
intermediary. Because the quilt was donated by an
employee of your agency, it is not a reportable gift.

Q. My agency is responsible for disbursing grants. An
applicant (501 (c)(3) organization) met with agency employees to present its application. At this meeting, the applicant provided food and beverages. Would
the food and beverages be considered gifts to the
employees? These employees are designated in our
agency's conflict of interest code and the applicant is a reportable source of income under the code.

A. Yes. If the value of the food and beverages consumed by any one filer, plus any other gifts received from the same source during the reporting period total $50 or
more. the food and beverages would be reported using
the fair market value and would be subject to the gift
limit.

Q. I received free admission to an educational conference related to my official duties. Part of the conference
fees included a round of golf. Is the value of the golf considered informational material?
A. No. The value of personal benefits, such as golf,
attendance at a concert, or sporting event. are gifts
subject to reporting and limits.

FPPC fonn 700 (2023/2024)
[email protected] • 866-275-3n2 • www.fppc.ca.gov
Page · 23
60 Agency Report of:

New Positions A Public Document California 804 Form

1. Agency Name (Also include, Division, Department, or Region (If apphcable)I -----------------------------1 Date of Original Filing: ______ _ Agency Contact (month. day. year) Phone Number Email

2. New Position Information
Position Tltle/Classificatlon
and Job Summary Assigned Category OR Disclosure Requirement Assuming/Start Date (Optional) Start
m/-d -/yr
Start m/_d_/yr Start ___
m /d /yr
Start ___
m /d /yr
Start ___
m /d / yr
Start ___
m / d / yr
Start ___
m / d /yr

3. Verification
I have read and understand FPPC Regulations 18700.3 and 18734. I have verified that the disclosure assignment(s) set forth above 1s in accordance with its provisions
Signature Name
Comment: (Use this space or an attachment for any additional information ) Print , Clear
Tide (month. day, year)
FPPC Form 804 (2116)
FPPC Toll-Free Helpline: 866/ASK•a"pi~SAffl~•c;72l
61 Agency Report of:

New Positions
California 804
Form
A Public Document
State and local government agencies may use this form
to identify new positions that will make or participate in making governmental decisions on behalf of the agency.

An individual in a newly created position must file a
Statement of Economic Interests (Form 700} within 30
days of assuming office.

This form identifies the Statement of Economic Interests, Form 700, disclosure requirements for individuals serving in new positions. This form is for the agency's internal use and should be maintained by the agency in the same
manner as the agency's conflict of interest code. For more information, refer to the FPPC website www.fppc.ca.gov
and Regulations 18700.3 and 18734.

Disclosure Requirements
• Disclosure requirements should conform to the range of duties.
• Alternatively, the agency must require an individual
to file under the broadest disclosure category in the
agency's conflict of interest code or, if the agency does not have a conflict of interest code. full disclosure.

Full disclosure includes reporting all investments, business positions, and interests in real property held on the date of assuming office and income received during the 12
months immediately preceding assuming office.

When a new position is added, in addition to completing this form, the agency should begin the process to amend the conflict of interest code.

Examples:

An agency added a new data processing manager
position. The individual will be assigned the same
disclosure category that the agency's other IT staff are assigned.

An agency implemented a new licensing program and a
new manager position was added. Because this was a new program, the agency provided a written description of the individual's disclosure requirements which included sources subject to the licensing procedures.

An agency reorganized and changed the duties of several positions listed in the conflict of interest code. This form is not required as positions are not new. The agency should begin to amend its conflict of interest code if the range of authority and types of decisions changed.

An agency changed the titfes but not the duties and
responsibilities of several positions. This form is not required. The agency must file an amendment to update
the conflict of interest code.

Instructions
Part 1
Identify the agency, contact information, and provide the amendment explanation in the comment section when
applicable.

Part2
Identify the new position(s) and describe the position's duties. Identify the disclosure by:
- Assigning an existing category(s} in the agency's
code.or
- Writing a disclosure requirement.

Complete if the agency knows the employment date.

Part3
The agency's conflict of interest code should identify the position that is responsible for the verification.

Example
t1t,9.,_c., 1tapo1tqf :

Ntw POS.ttiol'I$ A PubHc. Cocument W!il:Ji:i
ll"'VJ' :wn• - - ~ .. ....., • .,. - • :]._,_...,,
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lr.•n•,ri,g r,"111(:t<,1
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• rod 11avet p.-ymeru "1ml {Cll ~ SI.IIUH nl abclle<I) 3 el'!.l~lt'- "'-r-;- li:ers!!!g Corr.;li.)I' 1l'll$ ~ t fl'! U1111 1';Tf ,...'"' 19 ~"'rKl .. ~'1.aiat.hi,d 3 ICt .. ff'iil bytl"• 0•Pilf1,...., 1 lte t 111ti:tcl =-~~ Lctr~-.CHdDI 3
to ttgulehon by too
Department
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FPPC Fonn 804 (2/16)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
62 Agency Report of:

Consultants A Public Document I California 805 Form

1. Agency Name (Also include, Division, Department, or Region (rt applicable)) -,---"C""""---------------------------1 Dato of Original FIiing: ------- Agency Contact Phone Number

2. Firm Information
Firm Name Finn Address
Describe General Purpose of Contract

3. Consultant Information
Consultant Name

4. Verification
Assigned Category
(month, day, year)
Email
Email (optional) Email (optional)
OR Disclosure Requirement Assuming/start Data
Leaving/End Date
(If known)
Start
mldtyr
End
mid/yr
Start
mid/yr
End
mid/yr
Start __ _
m / d / yr
End
mtT!yr
I have read and understand FPPC Regulations 18700 3 and 18734 I have verified that the disclosure assignment(s) set forth above, is in accordance with its provisions.

Signature Name
Comment: (Use this space or an attachment for any additional information.) Print Clear
Titie (month, day, year)
FPPC Form 805 (2/16)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772) Appendix H 63 Agency Report of:

Consultants
California 805
Form
A Public Document
State and local government agencies may use this form
to identify consultants that will make or participate in making governmental decisions on behalf of the agency.

A consultant must file a Statement of Economic Interests (Form 700) within 30 days of assuming office.

This form identifies the Statement of Economic Interests, Form 700, disclosure requirements for individuals serving in these positions. This form is for the agency's internal use and should be maintained by the agency in the same
manner as the agency's conflict of interest code. For more information, refer to the FPPC website www.fppc.ca.gov
and Regulation 18700.3 and 18734.

Disclosure Requirements
• Disclosure requirements should conform to the range of duties.
• Alternatively, the agency must require an individual
to file under the broadest disclosure category in the
agency's conflict of interest code or, if the agency does not have a conflict of interest code, full disclosure.

Full disclosure includes reporting all investments, business positions, and interests in real property held on the date of assuming office and income received during the 12
months immediately preceding assuming office.

Examples:

An agency hired a law firm to act as its general counsel. An individual will make recommendations to the agency's board and provide general legal services. The individual qualifies as a consultant and based on the indefinable
duties will be assigned the broadest or full disclosure under the agency's conflict of interest code.

Not all outside contractors meet the consultant definition in FPPC Regulation 18700. 3 requiring of the Form
700. When an agency determines that an individual is a
consultant with limited duties, tailored disclosure should be used.

An agency hired a firm to prepare an environmental impact report ("EIR") on airport expansion. The individual at
the firm who will prepare the EIR should be assigned a disclosure requirement that reflects the contract's scope of authority. An example might include real property, investments and business positions in business entities, and income from only those sources engaging in air traffic or aviation goods or services. Note: The agency can
assign an existing disclosure category. if applicable.

Instructions
An individual must file the Form 700 within 30 days
of assuming office and an annual statement for each
calendar year of the contract. At the conclusion of
services a leaving office statement is required.

Part 1
Identify the agency, contact information. and provide the amendment explanation in the comment section when
applicable.

Part 2
Identify the consultant's firm name and address. Briefly describe the general purpose of the contract.

Part 3
Identify the name of those individuals that qualify as
consultants and will file the Form 700. Identify the
disclosure by:
- Assigning an existing category(s) in the agency's
code, or
- Writing a disclosure requirement.

Provide the start and end dates of service if known.

Part4
The Agency's conflict of interest code should identify the position that is responsible for the verification.

Example of Part 2 & 3
2 Firm lntOfJUtiori
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ABCCo--r:.-~ :...:. ' '-------=~~- - ~"'".ldclt•'" li!111••10,UOM1) . ...... 1-~ - - 10•oca taI , u.ar"'le"!O CA. gsa~4 abcco@companycom
DtK.-mo.-i...11 ,urpc:,MofCofltract
Pt•P!'· 11n l;IR :iirpan 0:.CP;!nl.O"
3 Con1ultanl tnrOfmaMCM'I
OR °'5,dc,91,1111 -ulNIMII\I
FPPC Form 805 (2/16)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
64 STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CilY OF CERRITOS )
I, Cynthia Nava, Acting City Clerk of the City of Cerritos and Secretary to the Successor Agency to the Cerritos Redevelopment Agency, DO HEREBY CERTIFY that the foregoing Joint Resolution No. 2024-34, CSA No. 2024-03, Resolution No. CPFA 2024-01 was duly approved and adopted by the City Council/Successor Agency/Public Financing Authority at a regular meeting held on the 12th day of December, 2024, and that it was so adopted as follows:

AYES;
NOES:

ABSENT: ABSTAIN:

Council/Agency/Authority members - Barrows, Johnson, Yokoyama, Vo, Solanki Council/Agency/Authority members - None Council/Agency/Authority members - None Council/Agency/Authority members - None DATED: °()(J.;24
Cynthia Nava, Acting City Clerk/Successor Agency Secretary 65 2026 Local Agency Biennial Notice
N fA ame o gency: ______________________________ City of Cerritos _ Mailing Address: 18125 Bloomfield Avenue, Cerritos, CA 90703 C t t P Cynthia Nava, City Clerk on ac erson: ___________ _ Phone No. (562) 916 1248 Email: [email protected] Alternate Email: ______________ _ Accurate disclosure is essential to monitor whether officials have conflicts of interest and to help ensure public trust in government. The biennial review examines current programs to ensure that the agency's code includes disclosure by those agency officials who make or participate in making governmental decisions.

This agency has reviewed its conflict of interest code and has determined that (check one BOX):
[ll An amendment is required. The following amendments are necessary:
(Check all that apply.)
[Z] Include new positions
[Z] Revise disclosure categories [Z] Revise the titles of existing positions [Z] Delete titles of positions that have been abolished and/or positions that no longer make or participate in making governmental decisions D Other (describe) _______________________ _ D The code is currently under review by the code reviewing body.

D No amendment is required. (If your code is over five years old, amendments may be necessary.)
Verification (to be completed if no amendment is required) This agency's code accurately designates all positions that make or participate in the making of governmental decisions. The disclosure assigned to those positions accurately requires that all investments, business positions, interests in real property, and sources of income that may foreseeably be affected materially by the decisions made by those holding designated positions are reported. The code includes all other provisions required by Government Code Section 87302.

Signature of Chief Executive Officer Date
All agencies must complete and return this notice regardless of how recently your code was approved or amended. Please return this notice no later than October 1, 2026, or by the date specified by your agency, if earlier, to:

Cerritos City Council
c/o Office of the City Clerk
18125 Bloomfield Avenue
Cerritos, CA 90703
PLEASE DO NOT RETURN THIS FORM TO THE FPPC.
www.fppc.ca.gov
FPPC Advice: [email protected] (866.275.3772)

Exhibit 2