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June 2, 2026
ITEM TITLE
City Boards and Commissions: Designation of Financial Oversight Training Requirements as Required by Senate Bill 827 (2025)
Report Number: 26-0149
Location: No specific geographical location
Department: City Clerk
G.C. § 84308 Regulations Apply: No
Environmental Notice : The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines . Therefore, pursuant to State Guidelines Section 15060(c)(3), no environmental review is required.
Recommended Action
Approve a resolution designating members of the following Boards and Commissions, which are not otherwise designated as filing officials under the City’s Conflict of Interest Code, as subject to the financial oversight training requirements established under Senate Bill 827 (2025), and requiring completion of such training in accordance with applicable law:
Board of Library Trustees
Cultural Arts Commission
Health, Wellness, & Aging Commission
Measure A Citizens’ Oversight Committee
Measure P Citizens’ Oversight Committee
Parks and Recreation Commission
SUMMARY
Senate Bill 827 (SB 827, 2025) requires certain local officials and members of boards and commissions with responsibilities related to the oversight or recommendation of public funds to complete financial oversight training. Members designated to file a Form 700 under the City’s Conflict of Interest Code are already subject to this requirement. Adoption of the proposed resolution will designate additional Boards and Commissions P a g e | 2
that are not Form 700 filers, but provide financial advisory input, recommendations, or review related to fiscal matters, as subject to the SB 827 training requirement.
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA.
Thus, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable
DISCUSSION
Senate Bill 827 (SB 827 , 2025) requires members of local agency legislative bodies, including designated members of certain appointed Boards and Commissions, to complete mandated financial oversight training when those bodies have responsibilities related to the review, recommendation, or oversight of public funds.
The legislation applies to bodies that, while not necessarily exercising direct fiscal authority, provide advisory input or policy recommendations that influence the allocation, management, or use of public resources.
On April 14, 2026, the City Council approved updates to the City’s Conflict of Interest Code that expanded the list of designated positions required to file the Form 700 and also made those designated filers subject to the fiscal and financial oversight training requirements established under SB 827.
Staff has reviewed the City’s existing Boards and Commissions and identi fied additional commissions that are required to file the Form 700 , but that meet the criteria outlined in SB 827 based on their authority, responsibilities, and involvement in financial matters. Specifically, these bodies provide financial advisory input, recommendations, or review related to fiscal matters, which triggers the applicability of SB 827 training obligations notwithstanding their non -designated filer status . The proposed designations ensure compliance with State law and promote transparency an d accountability in the City’s financial decision - making processes.
Pursuant to Government Code Section 53238, the required financial oversight training must be at least two hours in duration for each completion. Members who assume office on or after January 1, 2026, are required to complete the training within six months of assuming their position. Members serving in a designated position prior to January 1, 2026, must complete the training by January 1, 2028 . Thereafter, all covered members, including designated Form 700 filers and the boards and commissions identified in Attachment 1, are required to complete training again at least once every two years to remain in compliance.
The City will use one of its existing training platforms, NetFile, to provide training and track completion.
NetFile will be used to generate and send notifications to applicable members regarding training requirements, completion status, and upcoming renewal deadlines.
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Additionally, an annual report will be provided to the City Cou ncil summarizing board and commission member compliance with SB 827 training requirements, including completion status and any outstanding deficiencies.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site -specific and, consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
The increase of $800 for training material s and course access will be funded within current year budget appropriations.
ONGOING FISCAL IMPACT
The ongoing cost to implement and maintain compliance with SB 827 training requirements is estimated at approximately $ 3,500 annually. This includes expenses related to training materials, course access, and administrative coordination to track and report compliance. These costs will be considered as part of the City’s annual operating budget.
This amount reflects not only the Boards and Commissions addressed in this report, but also additional individuals serving in designated filing positions identified in the City’s Conflict of Interest Code , who are subject to applicable state-mandated training requirements.
ATTACHMENTS
1. Exhibit 1 to Resolution - List of Designated Boards and Commissions Subject to SB 827 Training Requirements
Staff Contact: Audrey Malone, Deputy Director, City Clerk Services Kerry K. Bigelow, City Clerk