RESOLUTION NO. 2026-xxx
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN MARCOS, CALIFORNIA, APPROVING UPDATES TO THE DESIGNATED FILER LIST TO ENSURE COMPLIANCE WITH SENATE BILL 827 (SB 827) ETHICS AND FISCAL TRAINING REQUIREMENTS WHEREAS, Senate Bill 827 (SB 827) updates and expands California’s mandatory training requirements for local agency officials to include a fiscal training requirement; and WHEREAS, elected officers, legislative body members, governing body-appointed officials who make fiscal, budgeting, or public resource use decisions or recommendations, executives and similar administrative officers, and employees designated by the governing body; and WHEREAS, beginning January 1, 2026, newly appointed or elected officials must complete ethics training within six months of assuming office, with a continuing two-year renewal cycle thereafter; and WHEREAS, SB 827 requires local agencies to retain ethics training records for five years and, by July 1, 2026, to post on their website instructions and contact information explaining how the public may request training records; and WHEREAS, officials serving prior to January 1, 2026 must complete the required fiscal training by January 1, 2028, and officials assuming office on or after January 1, 2026 must complete such training within six months of assuming office, and every two years thereafter; and WHEREAS, the required fiscal training includes instruction in financial administration, municipal budgeting, financial reporting, capital financing and debt management, pensions and other postemployment benefits, revenue mechanisms, investments, procurement and contracting laws, and related fiscal stewardship principles; and WHEREAS, the City’s Designated Filer List (Exhibit A) identifies officials and employees required to complete the training.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MARCOS DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. Approves the Designated Filer List to include all positions currently required to file a Form 700 Statement of Economic Interests for purposes of compliance with SB 827 ethics and fiscal training requirements.
Section 2. The City Clerk is authorized and directed to maintain records of ethics and fiscal training completion for a minimum of five (5) years in accordance with SB 827.
Section 3. The City Clerk is further directed to ensure that, no later than July 1, 2026, the City’s website includes instructions and contact information explaining how members of the public may request training records.
Section 4. The City Clerk and Human Resources Department are authorized to implement administrative procedures necessary to ensure compliance with SB 827, including notification, tracking, and coordination with designated filers.
PASSED, APPROVED AND ADOPTED by the City Council of the City of San Marcos, California, at a regular meeting held on the ___ day of __________, 2026, by the following vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
______________________________
Rebecca D. Jones, Mayor
City of San Marcos
ATTEST:
_____________________________
Phillip Scollick, City Clerk
City of San Marcos