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CONFLICT OF INTEREST CODE
APPENDIX “A”
GENERAL PROVISIONS
When a designated employee is required to disclose investments and sources of income, he/shethey need only disclose investments in business entities and sources of income, which do business in the jurisdiction, plan to do business in the jurisdiction or have done business in the jurisdiction, within the past two (2) years. In addition to other activities, a business entity is doing business within the jurisdiction if it owns real property within the jurisdiction. When a designated employee is required to disclose interest in real property, he/shethey need only disclose real property, which is located in whole or in part within not more than two (2) miles outside the boundaries of the jurisdiction or within (2) miles of any land owned or used by the local government agency.
Designated employees shall disclose their financial interests pursuant to the appropriate disclosure category designated for each position.
DISCLOSURE CATEGORIES
Category 1: Persons in this category shall disclose all interests in real property.
Category 2: Persons in this category shall disclose all investments.
Category 3: Persons in this category shall disclose all sources of income.
Category 4: Persons in this category shall disclose all investments in business entities and sources
of income of the type which, within the past two
years, have contracted with the designated
employee’s department to provide services,
supplies, materials, machinery or equipment.
Category 5: Persons in this category shall disclose any business entity in which the designated
employee is a director, officer, partner, trustee,
employee or holds any other position.
Category 6: Persons in this category shall disclose all investments, interests in real property and
sources of income subject to the regulatory,
permit or licensing authority of the Board or
Commission on which the member serves.
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Disclosure
Category:
Persons in this Category shall
disclose the following:
700 Schedules
1 All interests in real property B
2 All investments A-1, A-2
3 All sources of income A-2, B, C, D, E
4 Investments in business entities
of the type which, within the past
two years, have contracted with
the designated employee’s
department to provide services,
supplies, materials, machinery or
equipment
Sources of income of the type
which, within the past two years,
have contracted with the
designated employee’s department
to provide services, supplies,
materials, machinery or equipment
A-1, A-2
A-2, B, C, D, E
5 Any business entity in which the
designated employee is a director,
officer, partner, trustee, employee
or holds any other position
A-2, C
6 All investments subject to the
regulatory, permit or licensing
authority of the Board of
Commission on which the member
serves
All interests in real property
subject to the regulatory, permit or
licensing authority of the Board or
Commission on which the member
serves
All sources of income subject to
the regulatory, permit or licensing
authority of the Board or
Commission on which the member
serves.
A-1, A-2
B
A-2, B, C, D, E
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CONFLICT OF INTEREST CODE
APPENDIX “B”
Designated Position Disclosure Category
City Attorney
City Attorney *87200 Filer
Assistant City Attorney 1, 2, 3, 4, 5
Deputy City Attorney I, II, and III 1, 2, 3, 4, 5
Paralegal 1, 2, 3, 4, 5
City Council
Council Member *87200 Filer
City Manager
City Manager *87200 Filer
Assistant City Manager 4
Assistant City Manager – Economic Vitality and Equity 1, 2, 3, 4, 5 Assistant City Manager – Fiscal Sustainability and Transparency 1, 2, 3, 4, 5 Assistant to the City Manager – Process Improvement
4 Chief Public Affairs and Engagement Officer 4
City Clerk 1, 2, 3, 4, 5
Cultural Affairs Manager 4
Communications/Public information Manager 4
Deputy City Clerk 1, 2, 3, 4, 5
Economic Development Director 1, 2, 3, 4, 5
Economic Development Project Manager 1, 2, 3, 4, 5
Government and Legislative Affairs Coordinator 4
Management Analyst - Cultural Affairs 4
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Business Development and Community Events ManagerSpecial Events Manager 1,2, 3, 4, 5
Senior Assistant City Manager 1, 2, 3, 4, 5
Consultants/Contract Employees
All Departments and Divisions **
Finance Department
Chief Financial Officer/City Treasurer *87200 Filer
Accounting and Investment Manager 1, 2, 3, 4, 5
Accounting Supervisor 4
Assistant Chief Financial Officer 1, 2, 3, 4, 5
Assistant Chief Financial Officer/Controller 1, 2, 3, 4, 5 Buyer 1, 2, 3, 4, 5
Finance Manager 1, 2, 3, 4, 5
Finance Operations Administrator 4
Financial Systems/Purchasing Manager 1, 2, 3, 4, 5
Management Analyst 4
Management Analyst – Budget 4
Management Payroll Analyst 4
Payroll Manager 1, 2, 3, 4, 5
Payroll Supervisor 4
Purchasing Supervisor 1, 2, 3, 4, 5
Revenue and Budget Supervisor 1, 2, 3, 4, 5
Senior Accountant 4
Senior Financial Systems Business Analyst 4
Senior Management Analyst 4
Senior Management Analyst – Budget 4
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Warehouse Supervisor 2, 3, 4, 5
Fire Department
Fire Chief 1, 2, 3, 5
Assistant Fire Chief 1, 2, 3, 5
Battalion Chief 1, 2, 3, 5
Emergency Preparedness Coordinator 4
Fire Captain (including Training Officer and EMS Coordinator) 1, 2, 3 Fire Marshal 1, 2, 3, 5
Housing and Human Services Department
Housing and Human Services Director 1, 2, 3, 4, 5, 6
Enforcement Services Manager 1, 2, 3, 4, 5, 6
Housing and Human Services Project Manager 1, 2, 3, 4, 5, 6 Housing and Rent Stabilization Coordinator 1, 4
Housing and Rent Stabilization Manager 1, 2, 3, 4, 5
Housing Program Coordinator 1, 2, 3, 4, 5
Housing Programs Supervisor 2, 3, 4, 5
Housing Specialist 1, 4
Human Services and Crisis Intervention Manager 1, 2, 3, 4, 5, 6 Management Analyst 4
Mental Health Clinician 1, 2, 3, 4, 5
Mental Health Specialist 1, 2, 3, 4, 5
Structural Rehabilitation SpecialistHousing Rehabilitation Inspector 1, 4
Human Resources Department
Director ofChief Human Resources Officer 1,
2, 3, 4, 5
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Deputy Human Resources Director 1, 2, 3, 4, 5
Human Resources Analyst 4
Management Analyst 4
Risk Manager 1, 2, 3, 4, 5
Senior Human Resources Analyst – EEO 4
Senior Human Resources and Equity Manager 1, 2, 3, 4, 5 Senior Human Resources and Equity Analyst 4
Workforce Development Manager 1, 2, 3, 4, 5
Information Technology Department
Chief Information Officer 2, 3, 4, 5
Systems Support Manager 4
Parks, Recreation and Community Services Department
Parks, Recreation and Community Services Director 1, 2, 3, 4, 5 Parks, Recreation and Community Services Deputy Director 1, 2, 3, 4, 5 Parks Maintenance Supervisor 4
Recreation and Community Services Manager 1, 2, 3, 4, 5 Recreation and Community Services Supervisor 4
Senior Management Analyst 4
Planning and Development Department
Planning and Development Director 1, 2, 3, 4, 5
Advance Planning Manager 1, 2, 3, 4, 5
Building Official 1, 2, 3, 4, 5
Current Planning Manager 1, 2, 3, 4, 5
Deputy Building Official 1, 2, 3, 4, 5
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Senior Building and Safety Inspector 1, 2, 3
Senior Management Analyst 4
Senior Planner 1, 2, 3, 4, 5
Police Department
Police Chief 1, 2, 3, 4, 5
Administrative Services Manager 4
Assistant Police Chief 1, 2, 3, 4, 5
Forensic Supervisor 4
Management Analyst 4
Police Captain 1, 2, 3, 5
Police Lieutenant 1, 2, 3, 5
Police Records Manager 4
Public Works
Public Works Director/City Engineer 1, 2, 3, 4, 5
Assistant Environment Programs and Operations Manager 4 Assistant Maintenance Operations Manager 4
Building Maintenance Supervisor 1, 2, 3, 4, 5
CIP1 and Environmental Compliance Inspector 4
Engineering Services Manager 4
Environmental Coordinator 4
Environmental Programs and Operations Manager 4
Facility/Electrical Maintenance Supervisor 1, 2, 3, 4, 5 Maintenance Operations Manager 4
Management Analyst 4
Mobility and Traffic Engineering Manager 4
1 Capital Improvement Projects
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Senior Civil Engineer 1, 2, 3, 5
Senior Management Analyst 4
Senior Public Works Inspector 4
Senior Solid Waste and Recycling Crew Supervisor 4
Street Maintenance Supervisor 1, 2, 3, 4, 5
Traffic Engineer 1, 2, 3, 5
Traffic Engineering Analyst 4
Traffic Engineering Manager 4
Transportation Department
Chief Transportation Officer 1, 2, 3, 4, 5
Assistant ChiefDeputy Transportation OfficerOfficer
1, 2, 3, 4, 5
Facility Maintenance Supervisor 4
Fleet and Facilities Services Manager 4
Management Analyst 4
Safety and Training Coordinator 5
Senior Management Analyst 4
Transit Operations Analyst 4
Training and Safety Instructor 5
Transit Operations Manager 4
Transit Planning Manager 4
Transportation Administration Manager 4
*Disclosure obligations for these designated positions are set forth in Government Code § 87200, et seq. These positions are designated in this Conflict of Interest Code solely for disqualification purposes.
**Consultants and Contract Employees shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in this Code -9-
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subject to the following limitation: The City Manager may determine, in writing and in accordance with applicable law, which consultants or contract employees, in “designated positions,” are hired to perform a range of duties that do not involve making or participating in making governmental decisions on behalf of the City and, thus, are not required to comply with the broadest disclosure requirements herein. Such written determination shall include a description of the consultant’s duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager’s determination is a public record and shall be retained for public inspection in the same manner and location as this Code.
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CONFLICT OF INTEREST CODE
APPENDIX “C”
Designated Position Disclosure Category
Building and Safety Appeals Board
Board Member 1, 2, 3, 4, 5, 6
Civil Service Commission
Commissioner 1, 2, 3, 4, 5
Consultants/Contract Employees
All Departments and Divisions **
Cultural Affairs Commission
Commissioner 1, 2, 3, 4, 5, 6
Finance Advisory Committee
Committee Member 1, 2, 3, 4, 5
Municipal Code Appeals Committee
Committee Member 1, 2, 3, 4, 5, 6
Parks, Recreation and Community Services Commission
Commissioner 1, 2, 3, 4, 5
Planning Commission
Planning Commissioner *87200 Filer
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*Disclosure obligations for these designated positions are set forth in Government Code § 87200, et seq. These positions are designated in this Conflict of Interest Code solely for disqualification purposes.
**Consultants and Contract Employees shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in this Code subject to the following limitation: The City Manager may determine, in writing and in accordance with applicable law, which consultants or contract employees, in “designated positions,” are hired to perform a range of duties that do not involve making or participating in making governmental decisions on behalf of the City and, thus, are not required to comply with the broadest disclosure requirements herein. Such written determination shall include a description of the consultant’s duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager’s determination is a public record and shall be retained for public inspection in the same manner and location as this Code.