CITY'S CONFLICT OF INTEREST CODE
APPENDIX B
DISCLOSURE CATEGORIES
The disclosure categories established herein provide for the full range of possible disclosure situations and avoid the requirement that a designated employee disclose more than is necessary. Each disclosure category is defined by listing the specific set of reporting forms ("Schedules") issued by the State Fair Political Practices Commission. The incumbent must complete the FPPC Form 700 and designated schedules and file them with the City Clerk by April 1.
The following definitions are used for the various disclosure categories:
A business entity or source of income is located in or doing business in Pasadena if it or a parent, subsidiary, or related business entity:
A. Manufactures, distributes or sells products or
services on • a regular basis in Pasadena.
B. Plans to do business in Pasadena.
C. Has done business in Pasadena within the previous two years.
D. Has an interest in real property in Pasadena.
E. Has an office in Pasadena.
An interest in real property in Pasadena means real property located in Pasadena or within two miles of Pasadena or within two miles of real property owned or used by the City of Pasadena.
3. A business entity contracts with the City if it currently contracts with the City, has contracted with the City within the past two years or plans to contract with the City.
4. The terms "interests in real property", "investments" "income", "loans" , "gifts", and "business entity" as used herein have the meaning set forth in the Fair Political Practices Act and the rules and regulations promulgated thereunder.
The disclosure categories are as follows:
1. Category "1" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks, bonds,
warrants, options, debt instruments,
partnerships, IRA's, etc.) In which the
reporting official's ownership interest is less
than 10%.
B. Schedule A-2 - Assets held by a business entity
or trust.
C. Schedule C - Income, loans and business positions
(other than gifts).
D. Schedule D - Income - gifts.
E. Schedule E - Income - travel payment advances and
reimbursements.
provided, that:
A. Investments, whether held directly or indirectly
by your, your spouse or your dependent children,
are worth $2, 000.00 or more at any time during
the reporting period and are in business entities
located in or doing business in Pasadena.
B. Sources of income aggregate $500.00 or more and
are from sources located in or doing business in
Pasadena.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and are
from sources located in or doing business in
Pasadena.
D. Such gifts, including honoraria, aggregate $50.00
or more. For this category, gifts and honoraria
must be reported regardless of whether their
source is inside or outside Pasadena.
E. Travel payments, advances and reimbursements from
your employer are not reportable.
2. Category "2" Designated Employees must report:
Schedule A-2 - Investments, income and assets
held by business entity or trust.
provided that: such interests in real property, whether held directly or indirectly, are worth $2,000.00 or
more and are located in Pasadena.
B. Schedule B - Interests in real property (other
than those held by a business entity or trust)
(e.g., leasehold, beneficial or ownership
interest, deed of trust, easements, or an option
to acquire an interest).
3. Category "3" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks, bonds,
warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Investments held by a business
entity or trust.
C. Schedule C - Income, loans or business positions.
D. Schedule D - Income (gifts including honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or indirectly,
are worth $2, 000.00 or more and are in business
entities that have an interest in real property
in Pasadena.
3 B. Sources of income aggregate $500.00 or more and
are from sources with an interest in real
property in Pasadena.
Loans aggregate $500.00 or more received or
outstanding during the reporting period and are
from sources with an interest in real property in
Pasadena.
D. Gifts including honoraria aggregate $50.00 or
more and are from a source with an interest in
real property in Pasadena.
Travel payments, advances and reimbursements from
your employer are not reportable.
4. Category "4" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks, bonds,
warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Investments held by a business
entity or trust.
Schedule C - Income, loans or business positions.
Schedule D - Income (gifts including honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or indirectly,
are worth $2, 000.00 or more and are in business
entities that contract with the City.
B. Sources of income aggregate $500.00 or more and
are from a source that contracts with the City.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and are
a source that contracts with the City.
D. Gifts including honoraria aggregate $50.00 or
more and are from a source that contracts with
the City.
4 Travel payments, advances and reimbursements from
your employer are not reportable.
5. Category "5" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - interests in real property
held by business entity or trust.
C. Schedule B - Interests in real property
other than those held by a business entity
or
trust) (e.g., leasehold, beneficial or
ownership interest, deed of trust,
easements, or an option to acquire an
interest) •
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities subject to the
regulatory control of the employee (i.e.,
discretionary licensing, permitting,
inspecting, etc.).
B. Interests in real property, whether held
directly or indirectly, are worth $2,000.00
or more and are subject to the regulatory
control of the employee.
C. Sources of income aggregate $500.00 or more
and are from a source subject to the
regulatory control of the employee.
5 D. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source subject to the regulatory
control of the employee.
E. Gifts including honoraria aggregate $50.00
or more and are from a source subject to the
regulatory control of the employee.
Travel payments, advances and reimbursements
from your employer are not reportable.
6. Category "6" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Investments held by a
business entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly are worth $2, 000.00 or more and
are in business entities that contract with
the City for materials, supplies, labor or
services used by the employee's department
or the employee's department administers the
contract.
B. Sources of income aggregate $500.00 or more
and are from a source that contracts with
the City for materials, supplies, labor or
services used by the employee's department
6 or the employee's department administers the
contract.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that contracts with the
City for materials, supplies, labor or
services used by the employee's department
or the employee's department administers the
contract.
D. Gifts including honoraria aggregate $50.00
or more and are from a source that contracts
with the City for materials, supplies, labor
or services used by the employee's
department or the employee's department
administers the contract.
Travel payments, advances and reimbursements
from your employer are not reportable.
7. Category "7" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Assets.
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust) (e.g., leasehold, beneficial or
ownership interest, deed of trust,
easements, or an option to acquire an
interest).
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
7 provided that:
A. Investments, whether held directly or
indirectly, are worth $2,000.00 or more and
are in business entities that have an
interest in real property within two miles
of Brookside Park or contract with the City
if the contract concerns use of facilities
in Brookside Park.
B. Interests in real property, whether held
directly or indirectly, are worth $2,000.00
or more and are within two miles of
Brookside Park.
C. Sources of income aggregate $500.00 or more
and are from a source with an interest in
real property within two miles of Brookside
Park or which contracts with the City if the
contract concerns use of facilities in
Brookside Park.
D. Loans aggregate, $500.00 or more received or
outstanding during the reporting period and
are from a source with an interest in real
property within two miles of Brookside Park
or which contracts with the City if the
contract concerns use of facilities in
Brookside Park.
E. Gifts including honoraria aggregate $50.00
or more and are from a source with an
interest in real property within two miles
of Brookside Park or which contracts with
the City if the contract concerns use of
facilities in Brookside Park.
F. Travel payments, advances and reimbursements
from your employer are not reportable.
8. Category "8" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
8 B. Schedule A-2 - Assets held by business
entity or trust.
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust) le.g., leasehold, beneficial or
ownership interest, deed of trust,
easements, or an option to acquire an
interest).
D. Schedule C - Income loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that have an
interest in real property within half a mile
of South Lake Parking Assessment District or
contracts with the City if the contract
relates to the South Lake Parking Assessment
District or contract with the South Lake
Parking Assessment District.
B. Interests in real property, whether held
directly or indirectly, are worth $2, 000.00
or more and are within half a mile of the
South Lake Parking Assessment District.
C. Sources of income aggregate $500.00 or more
and are from a source that has an interest
in real property within a half a mile of the
Parking Assessment District or
contracts with the City if the contract
relates to the South Lake Parking Assessment
District or contracts with the South Lake
Parking Assessment District.
9 D. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that has an interest in
real property within a half a mile of the
South Lake Parking Assessment District or
contracts with the City if the contract
relates to the South Lake Parking Assessment
District or contracts with the South Lake
Parking Assessment District.
E. Gifts including honoraria aggregate $50.00
or more and are from a source that has an
interest in real property within a half a
mile of the South Lake Parking Assessment
District or contracts with the City if the
contract relates to the South Lake Parking
Assessment District or contracts with the
South Lake Parking Assessment District.
F. Travel payments, advances and reimbursements
from your employer are not reportable.
9. Category "g" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's etc.).
B. Schedule A-2 - assets held by business
entity or trust
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust) (e.g., leasehold, beneficial or
ownership interest, deed of trust,
easements, or an option to acquire an
interest).
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
10 F. Schedule E - Travel payments, advances and
reimbursements from your employer are not
reportable.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
in business entities that have an interest
in real property within half a mile of the
Pasadena Center or contracts with the City
if the contract relates to the Pasadena
Center Operating Company.
B. Interests in real property, whether held
directly or indirectly, are worth $2, 000.00
or more and are within half a mile of the
Pasadena Center.
C. Sources of income aggregate $500.00 or more
and are from a source that has an interest
in real property within a half mile of the
Pasadena Center or contracts with the City
if the contract relates to the Pasadena
Center or contracts with the Pasadena Center
Operating Company.
D. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that has an interest in
real property within a half a mile of the
Pasadena Center or contracts with the City
if the contract relates to the Pasadena
Center or contracts with the Pasadena Center
Operating Company.
E. Gifts including honoraria aggregate $50.00
or more and are from a source that has an
interest in real property within a half a
mile of the Pasadena Center or contracts
with the City if the contract relates to the
Pasadena Center Operating Company.
F. Travel payments, advances and reimbursements
from your employer are not reportable.
11 10. Category "10" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Assets held by a business
entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly are worth $2, 000.00 or more and
are in business entities that contract with
the City if the contract involves funding
for the arts. Contract includes grants for
this disclosure category.
B. Sources of income aggregate $500.00 or more
and are from a source that contracts with
the City if the contract involves funding
for the arts. Contract includes grants for
this disclosure category.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
from a source that contracts with the
City if the contract involves funding for
the arts. Contract includes grants for this
disclosure category.
D. Gifts including honoraria aggregate $50.00
or more are from a source that contracts
with the City if the contract involves
12 funding for the arts. Contract includes
grants for this disclosure category.
E. Travel payments, advances and reimbursements
from your employer are not reportable.
11. Category "11" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Assets held by a business
entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that contract with
the City if the contract involves Community
Development Block Grant Funds.
B. Sources of income aggregate $500.00 or more
and are from a source that contracts with
the City if the contract involves Community
Development Block Grant Funds.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that contracts with the
City if the contract involves Community
Development Block Grant Funds.
D. Gifts including honoraria aggregate $50.00
or more and are from a source that contracts
13 with the City if the grant contract involves
Community Development Block Grant Funds.
E. Travel payments, advances and reimbursements
your employer are not reportable.
12. Category "12" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
Schedule A-2 - Assets held by a business
entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that contract with
the City if the contract involves the Water
and Power Department.
Sources of income aggregate $500.00 or more
are from a source that contracts with
the City if the contract involves the Water
and Power Department.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that contracts with the
City if the contract involves the Water and
Power Department.
D. Gifts including honoraria aggregate $50.00
or more and are from a source that contracts
14 with the City if the contract involves the
Water and Power Department.
Travel payments, advances and reimbursements
from your employer are not reportable.
13. Category "13" Designated Employees must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Assets held by a business
entity or trust.
C. Schedule C - Income, loans or business
positions.
Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursement.
provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that contract with
the City, any television or cable television
broadcaster, producer or provider, if the
contract involves community access, or that
contract with the Pasadena Community Access
Corporation.
B. Sources of income aggregate $500.00 or more
and are from a source that contracts with
the City, any television or cable television
broadcaster, producer or provider, if the
contract involves community access or that
contracts with the Pasadena Community Access
Corporation.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
15 are from a source that contracts with the
City, any television or cable television
broadcaster, producer or provider, if the
contract involves community access or that
contracts with the Pasadena Community Access
Corporation.
D. Gifts including honoraria aggregate $50.00
or more and are from a source that contracts
with the City, any television or cable
television broadcaster, producer or
provider, if the contract involves community
access or that contracts with the Pasadena
Community Access Corporation.
Travel payments, advances and reimbursement
from your employer are not reportable.
14. Category "14" Designated Individuals must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
B. Schedule A-2 - Assets held by business
entity or trust.
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust (e.g., leasehold, beneficial or
ownership interest, deed of trust, easements
or an option to acquire an interest).
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances or
reimbursements.
16 provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that have an
interest in real property within half a mile
of the Rose Bowl or Arroyo Seco or contract
the City if the contract relates to the
Rose Bowl or Arroyo Seco facilities or the
contract is directly with the Rose Bowl
B. Interests in real property, whether held
directly or indirectly, are worth $2, 000.00
or more and are within half a mile of the
Rose Bowl or Arroyo Seco.
C. Sources or income aggregate $500.00 or more
are from a source that has an interest
in real property within half a mile of the
Rose Bowl or Arroyo Seco or contract with
the City if the contract relates to the Rose
Bowl or Arroyo Seco facilities or contracts
with the Rose Bowl Operating Company.
D. Loans Aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that has an interest in
real property within half a mile of the Rose
Bowl or Arroyo Seco or contracts with the
City if the contract relates to the Rose
Bowl or Arroyo Seco facilities or contracts
with the Rose Bowl Operating Company.
E. Gifts including honoraria aggregate $50.00
or more and are from a source that has an
interest in real property within half a mile
of the Rose Bowl or Arroyo Seco or contracts
with the City if the contract relates to the
Rose Bowl or Arroyo Seco facilities.
F. Travel payments, advances and reimbursement
from your employer are not reportable.
17 15. Category "15" Designated Individuals must report:
Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
IRA's, etc.)
B. Schedule A-2 - Assets held by business
entity or trust.
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust) (e.g., leasehold, beneficial or
ownership interest, deed of trust,
easements, or an option to acquire an
interest).
D. Schedule C - Income, loans or business
positions.
Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that have an
interest in real property within half a mile
of the Old Pasadena Parking Meter Zone as
established in Section 10.45.100 of the
Pasadena Municipal Code (hereafter referred
"Zone").
B. Interests in real property, whether held
directly or indirectly, are worth $2, 000.00
or more and are with half a mile of the
Zone.
C. Sources of income aggregate $500.00 or more
and are from a source that has an interest
in real property within a half a mile of the
18 Zone or contracts with the City if the
contract relates to the Zone.
D. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that has an interest in
real property within a half a mile of the
Zone or contracts with the City if the
contract relates to the Zone.
E. Gifts including honoraria aggregate $50.00
or more and from a source that has an
interest in real property within a half a
mile of the Zone or contracts with the City
if the contract relates to the Zone.
F. Travel payments, advances and reimbursement
from your employer are not reportable.
16. Category "16" Designated Individuals must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships. IRA's, etc.).
B. Schedule A-2 - Assets held by business
entity or trust
C. Schedule B - Interests in real property
(other than those held by a business entity
or trust (e.g., leasehold, beneficial or
ownership interest, deed of trust, easements
or an option to acquire an interest).
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
19 provided that:
A. Investments, whether held directly or
indirectly, are worth $2, 000.00 or more and
are in business entities that have an
interest in real property within half a mile
of the Hahamongna Watershed Park or
contracts with the City if the contract
relates to the Hahamongna Watershed Park
facilities. Company.
B. Interest in real property, whether held
directly or indirectly, are worth $2, 000.00
or more and are within half a mile of the
Hahamongna Watershed Park.
C. Sources of income aggregate $500.00 or more
and are from a source that has an interest
in real property within a half a mile of the
Hahamongna Watershed Park or contracts with
the City if the contract relates to the
Hahamongna Watershed Park facilities.
D. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that has an interest in
real property within half a mile of the
Hahamongna Watershed Park or contracts with
the City if the contract relates to the
Hahamongna Watershed Park.
E. Gifts including honoraria aggregate $50.00
or more and are from a source that has
interest in real property within a half a
mile of the Hahamongna Watershed Park or
contracts with the City if the contract
relates to the Hahamongna Watershed Park
facilities.
F. Travel payments, advances and reimbursement
from your employer are not reportable.
20 17. Category "17" Designated Individuals must report:
A. Schedule A-1 - Investments (e.g. stocks,
instruments,
5, etc.).
B. Schedule A-2 - Assets hled by a business or
trust.
C. Schedule B - Interests in real property,
other than those held by a business entity
or trust (e.g., leasehold, fee, beneficial
or other ownership interest, deed of trust,
easements or options to acquire an interest
in real property).
D. Schedule C - Income, loans or business
positions.
E. Schedule D - Income (gifts including
honoraria).
F. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly, are valued at $2, 000.00 or more
and are in entities that have an interest in
real property within two miles of the
Pasadena Senior Center, located at 85 East
Holly Street or any successor location of
such Senior Center, or contracts with the
City if the contract concerns the Senior
Center or any activity or program
administered at, by or through the Senior
Center.
B. Interest in real property, whether held
directly or indirectly, are valued at
$2,000.00 or more and such real property is
located with two miles of the Pasadena
Senior Center, located at 85 E. Holly
21 Street, or any successor location of such
Senior Center.
C. Sources of income aggregate $500.00 or more
and are from a source with an interest in
real property within two miles of the
Pasadena Senior Center, located at 85 E.
Holly Street, or any successor location of
such Senior Center, which contracts with the
City if the contract concerns the Senior
Center or any activity or program
administered at, by or through the Senior
Center.
D. Loans Aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source with an interest in real
property within two miles of the Pasadena
Senior Center located at 85 E. Holly Street,
or any successor location of such Senior
Center, or contracts with the City if the
contract concerns the Senior Center or any
activity or program administered at, by or
through the Senior Center.
E. Gifts or honoraria aggregate $50.00 or more
and are from a source with an interest in
real property within two miles of the
asadena Senior Center, located at 85 E.
lolly Street, or any successor location of
such Senior Center, or contracts with the
City if the contract concerns the Senior
Center or any activity or program
administered at, by or through the Senior
Center.
F. Travel payments, advances and reimbursement
from your employer are not reportable.
18. Category "18" Designated Individuals must report:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
22 B. Schedule A-2 - Investments held by a
business entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly are worth $2, 000.00 or more and
are in business entities that contract with
the City for materials, supplies, labor or
services used by the City Board or Committee
of which the individual is a member, or said
Board or Committee administers the contract.
B. Sources of income aggregate $500.00 or more
and are from a source that contracts with
the City for materials, supplies, labor or
services used by the City Board or Committee
of which the individual is a member, or said
Board or Committee administers the contract.
C. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from a source that contracts with the
City for materials, supplies, labor or
services used by the City Board or Committee
of which the individual is a member, or said
Board or Committee administers the contract.
D. Gifts including honoraria aggregate $50.00
or more and are from a source that contracts
with the City for materials supplies, labor
or services used by the City Board or
Committee of which the individual is a
member, or said Board or Committee
administers the contract.
23 E. Travel payments, advances and reimbursements
from your employer are not reportable.
19. Category "19" Designated Individuals must report as required by Categories 1 and 2, with the additional:
A. Schedule A-1 - Investments (e.g., stocks,
bonds, warrants, options, debt instruments,
partnerships, IRA's, etc.).
Schedule A-2 - Investments held by a
business entity or trust.
C. Schedule C - Income, loans or business
positions.
D. Schedule D - Income (gifts including
honoraria).
E. Schedule E - Travel payments, advances and
reimbursements.
provided that:
A. Investments, whether held directly or
indirectly by you or your Extended Family,
are worth $2, 000.00 or more at any time
during the reporting period and are in
business entities located in or doing
business in Pasadena. Extended Family is
defined as: any spouse, whether by marriage
or not, domestic partner, parent, child,
sibling, grandparent, aunt or uncle, niece
or nephew, grandchild, or cousin.
B. Sources of income aggregate $500.00 or more
and are from sources located in or doing
business in Pasadena.
C. Such interests in real property, whether
held directly or indirectly by you or your
Extended Family, are worth $2, 000.00 or more
and are located in Pasadena.
24 D. Such interests in rental property are
material. A material interest in rental
property is defined as: An individual has a
Material Interest in Rental Property if
they, or any member of their Extended
Family, own, manage or have a 5% or greater
ownership stake in Rental Units in the
county of Los Angeles, or if they or any
member of their Extended Family owned,
managed, or had a 5% or greater ownership
state in Rental Units in the county of Los
Angeles in the past three (3) years. Rental
Units is defined as: Any building,
structure, or part thereof, or land
appurtenant thereto, or any other rental
property rented or offered for rent for
residential purposes, whether or not such
units possess a valid Certificate of
Occupancy tor use as rental housing,
together with all Housing Services connected
with use or occupancy of such Property, such
as common areas and recreational facilities
held out for use by the Tenant.
E. Loans aggregate $500.00 or more received or
outstanding during the reporting period and
are from sources located in or doing
business in Pasadena.
F. Such gifts, including honoraria, aggregate
$50.00 or more. For this category, gifts and
honoraria must be reported regardless of
whether their source is inside or outside
Pasadena.
G. Travel payments, advances and reimbursements
from your employer are not reportable.
U2CFPKUX0D1 6MA
January, 2023
25