Policy 5.2
Reference:
Section 1. Purpose and Background
To establish designated City Officials and City employees that are required to take AB 1234 ethics training and SB 827 fiscal and financial training. California Government Code section 53243 et seq., among other things, establishes certain training requirements for local officials and employees on general ethics principles and ethics laws applicable to public service. Senate Bill (“SB”) 827 effective January 1, 2026, amended the Government Code training requirements by expanding the definition of "local agency official" subject to ethics training requirements to include department heads or similar administrative officers of local agencies and employees designated by the local agency. SB 827 further added Government Code Sections 53238 through 53238.6 establishing fiscal and financial training requirements for specified elected officials; appointed officials who make decisions or recommendations regarding financial administration, budgeting, or the use of public resources; local agency executives; and employees designated by the City. Government Code Sections 53235 and 53238.2 authorize the City Council to designate what officials and employees who shall be required to receive ethics training and fiscal and financial training.
Section 2. AB 1234 Training:
The following positions are designated as City officials and employees that required to complete AB 1234 ethics training:
Accounting Manager
Animal Shelter Manager
Arts Commission Members
Assistant City Attorney
Assistant City Engineer
Assistant City Manager
Assistant Director of Community Development
Assistant Director of Public Works
Assistant to the City Manager
Associate Civil Engineer
City Council Policy/Procedure
AB 1234 & SB 827 Training
Exhibit B
Policy 5.2
Investment Committee Members
Battalion Chief
Board of Adjustment/Design Review Board Members
Building Inspector
Building Official
Chief Building Inspector
Chief of Marine Safety
Chief of Police
City Attorney
City Clerk
City Council Members
City Engineer
City Manager
City Treasurer
Civilian Enforcement Officer
Civilian Fire Marshal
Civilian Services Administrator
Code Enforcement Officer
Code Enforcement Supervisor
Cultural Arts Manager
Deputy Building Official
Deputy City Treasurer
Deputy Director of Community Development
Deputy Director of Public Works
Deputy Fire Chief
Director of Community Development
Director of Finance
Director of Human Resources/Risk Management
Director of Public Works & Utilities
Director of Transit & Community Services
Emergency Management Administrator
Executive Assistant to the City Manager
Finance Manager
Policy 5.2
Fire Battalion Chief
Fire Captain
Fire Chief
Housing Program Manager
Human Resources & Risk Manager
Information Technology Manager
Marine Safety Captain
Network Administrator
Planning Commission Members
Planning Manager
Police Captain
Police Lieutenant
Principal Human Resources Analyst
Procurement Officer
Project Director
Project Manager
Recreation Manager
Senior Building Inspector
Senior Building Inspector/Plan Checker
Senior Fleet Maintenance Supervisor
Senior Management Analyst
Senior Operations Supervisor
Senior Principal Planner
Supervisor of Support Services
Transit and Parking Director
Section 3. SB 827 Training
The following positions are designated as employees required to complete SB 827 fiscal and financial training:
Accounting Manager
Animal Shelter Manager
Policy 5.2
Arts Commission Members
Assistant City Attorney
Assistant City Engineer
Assistant City Manager
Assistant Director of Community Development
Assistant Director of Public Works
Assistant to the City Manager
Investment Committee Members
Board of Adjustment/Design Review Board Members
Building Official
Chief of Marine Safety
Chief of Police
City Attorney
City Clerk
City Council Members
City Engineer
City Manager
City Treasurer
Deputy City Treasurer
Deputy Director of Community Development
Deputy Director of Public Works
Deputy Fire Chief
Director of Community Development
Director of Finance
Director of Human Resources/Risk Management
Director of Public Works & Utilities
Director of Transit & Community Services
Emergency Management Administrator
Finance Manager
Fire Chief
Heritage Committee Members
Human Resources & Risk Manager
Information Technology Manager
Planning Commission Members
Procurement Officer
Transit and Parking Director
Policy 5.2
View Restoration Committee Members
Section 4. Additional Trainees
The City Manager is authorized to identify additional positions that perform substantially similar duties to those listed herein and to require training consistent with state law, subject to reporting such designations to the City Council.
Adopted: [INSERT DATE]