HomeMy WebLinkAboutStaff Report 9474
CITY OF PALO ALTO OFFICE OF THE CITY CLERK
November 26, 2018
The Honorable City Council
Palo Alto, California
Adoption of a Resolution Amending the Conflict of Interest Code for
Designated City Officers and Employees as Required by the Political
Reform Act and Regulations of the Fair Political Practices Commission
and Repealing Resolution Number 9648
Recommendation
It is recommended that Council adopt the attached resolution.
Recommended Motion
Staff recommends the Council adopt a Resolution:
A. Amending the Conflict of Interest Code; and
B. Repealing Resolution Number 9648.
Discussion
The Political Reform Act requires the City to review its Conflict of Interest
Code every two years. Chapter 2.09 of the Palo Alto Municipal Code and the
Political Reform Act require the City to adopt a list of designated positions
and disclosure responsibilities for each position subject to the Conflict of
Interest Code for Designated Employees. Disclosure statements from
designated positions are due annually each April and within 30 days of a
person either assuming or leaving a designated position.
The attached Resolution amends the City’s Conflict of Interest Code to
update the list of designated positions to reflect administrative changes,
including title changes and positions added or deleted from the Table of
Organization.
The attached Resolution adds a Definition section to Appendix B and a new
Appendix, Appendix C, providing resources for Statement of Economic
Interests filers.
Background
The attached update to the Conflict of Interest Code was distributed to all
City employees on August 21, 2018 and circulated for a written comment
period commencing on September 10, 2018 and terminating on
November 19, 2018 (see Staff Report ID# 9449).
Page 2
During the written comment period, the following additional edits to the
Public Works Department, Environmental Services Division were proposed.
These additional edits are reflected in the attached draft Resolution.
1. Assign Disclosure Category 4 to the Manager Solid Waste Position; and
2. Add the Project Manager, Environmental Services Division position at
the Disclosure Category 4 level.
PUBLIC WORKS DEPARTMENT
Environmental Services Division
Assistant Director Public Works ..................................................................................................... 1
Assistant Manager Water Quality Control Plant ........................................................................... 3
Coordinator Public Works Projects ................................................................................................ 5
Management Analyst ..................................................................................................................... 3
Manager Environmental Control Program .................................................................................... 4
Manager Laboratory Services ........................................................................................................ 5
Manager Solid Waste ..................................................................................................................... 4
Manager Water Quality Control Plant ........................................................................................... 4
Manager Watershed Protection .................................................................................................... 4
Project Manager ............................................................................................................................. 4
Senior Engineer .............................................................................................................................. 4
ATTACHMENTS:
• Attachment A: 2018 Conflict of Interest Code Resolution (DOCX)
Department Head: Beth Minor, City Clerk
Page 3
Not Yet Adopted
180904 016/Ethics
Resolution No.
Resolution of the Council of the City of Palo Alto Amending the
Conflict of Interest Code for Designated City Officers and
Employees as Required by the Political Reform Act and
Regulations of the Fair Political Practices Commission and
Repealing Resolution No. 9648
RECITALS
A. The Political Reform Act requires certain City officials, specified in section
87200 of the California Government Code, to file economic disclosure forms (“Form 700”) and
abstain from making or participating in making governmental decisions which have a
reasonably foreseeable material effect on an economic interest.
B. The Political Reform Act also requires the City to adopt a local conflict of
interest code that enumerates specific City positions other than those specified in Government
Code section 87200 which involve making or participating in making decisions which have a
reasonably foreseeable material effect on an economic interest, and to designate for each
position the specific types of investments, business positions, interests in real property and
sources of income which are reportable based on the scope of the decision-making authority of
the position.
C. Consistent with Chapter 2.09 of the Palo Alto Municipal Code and the
biennial schedule established by the Fair Political Practices Commission for amending local
conflict of interest codes, the City reviews and amends its local conflict of interest code by
resolution every two years.
NOW, THEREFORE, the Council of the City of Palo Alto does RESOLVE as follows:
SECTION 1. Resolution No. 9648 is hereby repealed.
SECTION 2. The Conflict of Interest Code for the City of Palo Alto is hereby
amended to read as follows:
CONFLICT OF INTEREST CODE FOR THE
CITY OF PALO ALTO
The Political Reform Act, Government Code section 81000, et seq., requires
state and local government agencies to adopt and promulgate conflict of interest codes. The
Fair Political Practices Commission (FPPC) has adopted a regulation (2 Cal. Code of Regs.
section 18730), which contains the terms of a standard conflict of interest code. After public
notice and hearing the regulation may be amended by the Fair Political Practices Commission
to conform to amendments in the Political Reform Act. Therefore, the terms of 2 California
Code of Regulations Section 18730 and any amendments to it duly adopted by the Fair
Political Practices Commission are hereby incorporated by reference. FPPC Regulation 18730
and Appendices A, B, and C, attached to this resolution and a part of it, designating officials
and employees and establishing disclosure categories, shall constitute the conflict of interest
code of the City of Palo Alto.
Not Yet Adopted
180904 016/Ethics
Designated employees shall file statements of economic interests with the City
Clerk who will make the statements available for public inspection and reproduction. (Gov.
Code, § 81008.) Statements for all designated employees will be retained by the City Clerk.
SECTION 3. The Conflict of Interest Code for the City of Palo Alto will be
effective thirty (30) days from the date the City Council approves this resolution.
SECTION 4. The City Council finds that there is no possibility that this resolution
will have a significant effect on the environment and upon that basis determines that this
resolution is exempt from the California Environmental Quality Act.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
_________________________ ____________________________
City Clerk Mayor
APPROVED AS TO FORM: APPROVED:
_________________________ ____________________________
City Attorney City Manager
APPENDIX A
DESIGNATED POSITIONS
Title Assigned Disclosure Category
ADMINISTRATIVE SERVICES DEPARTMENT
Finance Division
Accountant ..................................................................................................................................... 4
Assistant Director, Administrative Services ................................................................................... 1
Chief Financial Officer / Director, Administrative Services ............................................. G.C. 87200
Chief Procurement Officer ............................................................................................................. 3
Contracts Administrator ................................................................................................................. 3
Manager, Accounting Finance ....................................................................................................... 1
Manager Revenue Collections ....................................................................................................... 1
Manager, Treasury, Debt and Investment ..................................................................................... 1
Manager Revenue Collections ....................................................................................................... 1
Principal Business Analyst .............................................................................................................. 4
Senior Accountant .......................................................................................................................... 4
Senior Business Analyst .................................................................................................................. 4
Senior Buyer ................................................................................................................................... 4
Senior Management Analyst (Senior Financial Analyst) ................................................................ 4
Senior Management Analyst .......................................................................................................... 4
Warehouse Supervisor ................................................................................................................... 5
Real Estate Division
Manager, Real Property ................................................................................................................. 4
Senior Management Analyst .......................................................................................................... 4
Senior Management Analyst (Senior Principal Analyst) ................................................................ 4
Manager, Real Property ................................................................................................................. 4
Budget & Management Analysis Division
Director, Office of Management and Budget ................................................................................ 1
Management Analyst ..................................................................................................................... 4
Manager, Budget ........................................................................................................................... 4
Senior Management Analyst .......................................................................................................... 4
Senior Management Analyst (Senior Principal Analyst) ................................................................ 4
APPOINTED/ELECTED OFFICIALS
Emergency Standby Council Member ............................................................................................ 1
Architectural Review Board ........................................................................................................... 1
City Council ...................................................................................................................... G.C. 87200
Emergency Standby Council Member ............................................................................................ 1
Historic Resources Board ............................................................................................................... 1
Human Relations Commission ....................................................................................................... 1
Library Advisory Commission ......................................................................................................... 1
Parks and Recreation Commission ................................................................................................. 1
Title Assigned Disclosure Category
Appendix A: Page 2 of 814
Planning and Transportation Commission ...................................................................... G.C. 87200
Public Art Commission ................................................................................................................... 1
Utilities Advisory Commission ........................................................................................................ 1
CITY ATTORNEY
Assistant City Attorney ................................................................................................................... 1
Chief Assistant City Attorney ......................................................................................................... 1
City Attorney ................................................................................................................... G.C. 87200
Claims Investigator ......................................................................................................................... 3
Deputy City Attorney ..................................................................................................................... 1
Legal Fellow .................................................................................................................................... 1
Management Specialist (Attorney) ................................................................................................ 1
Principal Attorney .......................................................................................................................... 1
Secretary to City Attorney ............................................................................................................. 4
Senior Assistant City Attorney ....................................................................................................... 1
Senior Deputy City Attorney .......................................................................................................... 1
Senior Legal Secretary .................................................................................................................... 1
Senior Management Analyst .......................................................................................................... 1
Secretary to City Attorney ............................................................................................................. 4
CITY AUDITOR
City Auditor .................................................................................................................................... 1
Performance Auditor I ................................................................................................................. 31
Performance Auditor II ................................................................................................................ 31
Senior Performance Auditor ........................................................................................................ 31
CITY CLERK
City Clerk ........................................................................................................................................ 1
Assistant City Clerk ......................................................................................................................... 3
City Clerk ........................................................................................................................................ 1
Deputy City Clerk ............................................................................................................................ 3
CITY MANAGER
Assistant City Manager .................................................................................................................. 1
Assistant to the City Manager ........................................................................................................ 1
Chief Communications Officer ....................................................................................................... 1
Chief Sustainability Officer ............................................................................................................. 1
City Manager .................................................................................................................. G.C. 87200
Deputy City Manager ..................................................................................................................... 1
Executive Assistant to the City Manager ....................................................................................... 3
Title Assigned Disclosure Category
Appendix A: Page 3 of 814
Manager, Economic Development and Redevelopment ............................................................... 1
Manager, Communications ............................................................................................................ 4
Senior Management Analyst .......................................................................................................... 3
COMMUNITY SERVICES
Administrative Assistant ................................................................................................................ 3
Assistant Director Community Services ......................................................................................... 1
Director Community Services ........................................................................................................ 1
Management Analyst ................................................................................................................... 53
Senior Management Analyst ........................................................................................................ 53
Arts & Sciences Division
Manager, Community Services Sr. Program (Senior Community Services Manager) ................... 5
Producer Arts/Science Programs (Arts Producer) ......................................................................... 5
Recreation Division
Coor Rec Prog (Coordinator, Recreation Programs) ...................................................................... 5
Manager Community Services ....................................................................................................... 5
Manager Community Services Senior Program ............................................................................. 5
Superintendent Community Services ............................................................................................ 5
Coor Rec Prog (Coordinator, Recreation Programs) ...................................................................... 5
Open Space, Parks and Golf Division
Manager Community Services ....................................................................................................... 5
Division Manager Open Space Parks & Golf .................................................................................. 6
Manager Community Services ....................................................................................................... 5
Superintendent Community Services ............................................................................................ 5
DEVELOPMENT SERVICES
Development Services Director 1
Manager Development Services 1
Administrative Assistant 4
Assistant Chief Building Official 4
Building Inspector Specialist 4
Chief Building Official 1
Development Project Coordinator II/III (Project Coordinator) 4
Development Services Director 1
Management Analyst 4
Manager Development ServicesCenter 1
Manager Planning 4
Development Project Coordinator II/III (Project Coordinator) 4
Senior Management Analyst 4
Title Assigned Disclosure Category
Appendix A: Page 4 of 814
FIRE DEPARTMENT
Fire Chief ........................................................................................................................................ 1
Battalion Chief ................................................................................................................................ 6
Deputy Chief/Fire Marshal ............................................................................................................. 1
Deputy Fire Chief ........................................................................................................................... 1
Emergency Medical Services (EMS) Director ................................................................................. 1
Emergency Medical Services Data Specialist ................................................................................. 7
Emergency Medical Services (EMS) Director ................................................................................. 1
Deputy Chief/Fire Marshal ............................................................................................................. 1
Fire Captain .................................................................................................................................... 6
Fire Chief ........................................................................................................................................ 1
Geographic Information System Specialist .................................................................................... 9
HUMAN RESOURCES
Director, Human Resources/Chief People Officer ......................................................................... 1
Assistant Director, Human Resources ............................................................................................ 1
Director, Human Resources/Chief People Officer ......................................................................... 1
Manager, Employee Benefits ......................................................................................................... 3
Manager, Employee Relations ....................................................................................................... 3
Manager, Employee Benefits ......................................................................................................... 3
Senior Human Resources Administrator ........................................................................................ 3
Senior Management Analyst .......................................................................................................... 3
INFORMATION TECHNOLOGY DEPARTMENT
Director, Information Technology/Chief Information Officer ....................................................... 1
Manager Information Technology Security ................................................................................... 2
Manager Information Technology Services ................................................................................... 2
Manager Information Technology ................................................................................................. 2
Principal Management Analyst ...................................................................................................... 3
Senior Management Analyst .......................................................................................................... 3
Senior Technologist ........................................................................................................................ 9
Technologist ................................................................................................................................... 9
LIBRARY DEPARTMENT
Assistant Director, Libraries Services ............................................................................................. 3
Director, Libraries ........................................................................................................................... 1
Assistant Director, Libraries Services ............................................................................................. 3
Division Head Library Services (Information Technology & Collections) ..................................... 53
Management Analyst ..................................................................................................................... 5
Manager Library Services ............................................................................................................. 45
Title Assigned Disclosure Category
Appendix A: Page 5 of 814
OFFICE OF EMERGENCY SERVICES
Director of Emergency Services (OES) ........................................................................................... 1
Office of Emergency Services (OES) Coordinator .......................................................................... 1
PLANNING & COMMUNITY ENVIRONMENT DEPARTMENT
Director, Planning and Community Environment .......................................................................... 1
Assistant Director, Planning and Community Environment .......................................................... 1
Associate Planner ........................................................................................................................... 4
Chief Planning Official .................................................................................................................... 1
Chief Transportation Official .......................................................................................................... 1
Division Manager, Planning ........................................................................................................... 1
Code Enforcement Officer Lead ..................................................................................................... 4
Code Enforcement Officer ............................................................................................................. 4
Code Enforcement Officer Lead ..................................................................................................... 4
Director, Planning and Community Environment .......................................................................... 1
Management Analyst ..................................................................................................................... 4
Manager Planning (Transportation Parking Manager) .................................................................. 4
Planner ........................................................................................................................................... 4
Manager Planning (Transportation Parking Manager) .................................................................. 4
Principal Planner ............................................................................................................................ 4
Senior Management Analyst ........................................................................................................ 14
Senior Planner ................................................................................................................................ 4
Traffic Engineering Lead ................................................................................................................. 4
POLICE DEPARTMENT
Police Division
Assistant Police Chief ..................................................................................................................... 1
Communications Manager ............................................................................................................. 1
Police Captain -Adv ........................................................................................................................ 1
Police Chief -Adv …………………………… .............................................................................................. 1
Assistant Police Chief ..................................................................................................................... 1
Police Captain -Adv ........................................................................................................................ 1
Police Lieutenant -Adv ................................................................................................................... 1
Public Safety Program Manager .................................................................................................... 3
Senior Management Analyst .......................................................................................................... 3
Animal Services Division
Superintendent Animal Services .................................................................................................... 7
Veterinarian ................................................................................................................................... 7
Title Assigned Disclosure Category
Appendix A: Page 6 of 814
Technical Services Division
Deputy Director Technical Services Division .................................................................................. 9
Public Safety Communications Manager ....................................................................................... 3
Public Safety Program Manager .................................................................................................... 3
PUBLIC WORKS DEPARTMENT
Administration Division
Director, Public Works/City Engineer ............................................................................................ 1
Senior Management Analyst .......................................................................................................... 3
Airport Division
Manager Airport 1
Management Analyst 3
Manager Airport 1
Manager, Maintenance Operations 5
Engineering Services Division
Assistant Director Public Works ..................................................................................................... 1
Management Analyst ..................................................................................................................... 3
Project Manager ............................................................................................................................. 4
Senior Engineer .............................................................................................................................. 4
Senior Project Manager ................................................................................................................. 4
Supervisor Inspection & Surveying ................................................................................................ 4
Senior Project Manager ................................................................................................................. 4
Public Services Division
Assistant Director Public Works ..................................................................................................... 1
Assistant Fleet Manager ................................................................................................................ 5
Coordinator Public Works Projects ................................................................................................ 3
Fleet Manager ................................................................................................................................ 5
Management Analyst ..................................................................................................................... 3
Manager Facilities .......................................................................................................................... 5
Manager Maintenance Operations ................................................................................................ 5
Manager Urban Forester ............................................................................................................... 5
Project Manager ............................................................................................................................. 5
Project Manager (Urban Forester) ................................................................................................. 5
Environmental Services Division
Assistant Director Public Works ..................................................................................................... 1
Assistant Manager Water Quality Control Plant ........................................................................... 3
Coordinator Public Works Projects ................................................................................................ 5
Management Analyst ..................................................................................................................... 3
Manager Environmental Control Program .................................................................................... 4
Title Assigned Disclosure Category
Appendix A: Page 7 of 814
Manager Laboratory Services ........................................................................................................ 5
Manager Solid Waste ................................................................................................................... 64
Manager Water Quality Control Plant ........................................................................................... 4
Manager Watershed Protection .................................................................................................... 4
Project Manager ............................................................................................................................. 4
Senior Engineer .............................................................................................................................. 4
UTILITIES DEPARTMENT
Administration
Assistant City Manager/Director Utilities General Manager ......................................................... 1
Manager Communications ............................................................................................................. 5
Principal Business Analyst - U ........................................................................................................ 4
Senior Business Analyst - U ............................................................................................................ 4
Senior Resource Planner ................................................................................................................ 3
Utilities Chief Operating Officer ..................................................................................................... 1
Utilities Compliance Manager ........................................................................................................ 5
Utilities Strategic Business Manager .............................................................................................. 1
Manager Communications ............................................................................................................. 5
Utilities Compliance Manager ........................................................................................................ 5
Customer Support Services Division
Assistant Director Utilities Customer Support Services ................................................................. 1
Manager Customer Service ............................................................................................................ 1
Manager, Utilities Credit, & Collections ......................................................................................... 1
Manager Customer Service ............................................................................................................ 1
Resource Management Division
Asst Dir Ut/Res Mgmt (Assistant Director, Resource Management) ............................................ 1
Manager Utilities Program Services ............................................................................................... 4
Resource Planner ........................................................................................................................... 3
Senior Resource Planner ................................................................................................................ 3
Engineering Division
Assistant Director Utilities Engineering ......................................................................................... 1
Supervising Electric Project Engineer (Electric Supervisor Project Engineer) ............................... 4
Engineering Manager Electric ........................................................................................................ 4
Engineering Manager Water-Gas-Wastewater ............................................................................. 4
Mgr Util Telecomm (Manager, Utilities Telecommunications) ..................................................... 1
Senior Electrical Engineer .............................................................................................................. 4
Senior Engineer – U (Senior Project Engineer) .............................................................................. 4
Supervising Electric Project Engineer (Electric Supervisor Project Engineer) ............................... 4
Title Assigned Disclosure Category
Appendix A: Page 8 of 814
Operations Division
Assistant Director Utilities Operations .......................................................................................... 1
Manager Electric Operations ......................................................................................................... 4
Manager Utilities Operations W-G-W ............................................................................................ 4
Utility Safety Officer ………… .. ……………………………………………………………………………………………………. 4
Utilities Supervisor ......................................................................................................................... 4
OTHER REPORTING REQUIREMENTS
Newly created positions between conflict code amendments…………………………………………….…1-9,
As applicable, the City Clerk to work with Department to complete FPPC Form 804 at the time a
new position is created.
Consultants (Defined in FPPC Regulation 18701(a)(2)) .............................................................. 1-9,
As applicable1,
the City Clerk to work with Department to complete FPPC form 805 at the time a consultant is
hired.
Members of Task Forces, Special Committees and Similar Advisory Bodies Created by the City
Council…………………………………………………………………………………………………….……………………………...
1, As applicable2
1 Pursuant to Palo Alto Municipal Code section 2.09.060, the City Manager or his or her designee may determine in
writing that a particular consultant, although a designated position, is hired to perform a range of duties that is
limited in scope and thus is not required to fully comply with the disclosure requirements. Any such written
determination shall include a description of the consultant's duties and, based upon the description, a statement of
the extent of disclosure requirements, if any. The City Manager or his or her designee may also determine whether a
particular contract consultant constitutes a "consultant" as the term is defined in the Political Reform Act and
regulations promulgated there under or whether the contract consultant is a registered professional engineer or
licensed land surveyor exempted from the conflict of interest provisions under Government Code Section 87100.1.
The City Manager's determination is a public record and shall be retained for public inspection in the same manner
and location as the Conflict of Interest Code.
2 The City Attorney and City Clerk shall coordinate to determine whether a newly created body provides that
committees, boards, or commissions possesses decision making authority pursuant to Fair Political Practices
Regulation 18701 and make a recommendation to the Council on whether the body should be subject to the
disclosure requirements. Factors to be considered include but are not limited to whether the body will perform a role
that compels or prevents a governmental decision, or make substantive recommendations that may be regularly
approved without significant modification by another public official or governmental agency over an extended
period of time.
Appendix AB: Page 1 of 314
APPENDIX B
DISCLOSURE CATEGORIES AND DEFINITIONS
CATEGORIES
1. FULL DISCLOSURE
What to report? All investments, and business positions in business entities, sources of
income (including gifts, loans, and travel payments), and interests in real property.
What Form 700 schedules? All Schedules (A through E)
2. ALL INCOME
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments).
What Form 700 schedules? A, C, D, E
3. CITY-RELATED INCOME
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments) if the source is of a type
which provides, manufactures, or supplies goods or services, supplies, materials,
machinery or equipment of the type utilized by or subject to the review or approval of
the City.
What Form 700 schedules? A, C, D, E
4. CITY-RELATED INCOME, REAL PROPERTY
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments) if the source is of a type
which provides, manufactures, or supplies goods or services, supplies, materials,
machinery or equipment of the type utilized by or subject to the review or approval of
the City and all interests in real property.
What Form 700 schedules? All Schedules (A through E)
5. DEPARTMENT-RELATED INCOME
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments) if the source is of a type if
the source is of a type which provides , manufactures or supplies equipment, supplies,
material, goods or services or machinery of the type utilized by or subject to the review
or approval of the department in which that person is employed.
What Form 700 schedules? A, C, D, E
6. DEPARTMENT-RELATED INCOME, REAL PROPERTY
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments) if the source is of a type if
the source is of a type which provides, manufactures or supplies equipment, supplies,
material, goods or services or machinery of the type utilized by or subject to the review
Appendix AB: Page 2 of 314
or approval of the department in which that person is employed and all interests in real
property.
What Form 700 schedules? All Schedules (A through E)
7. DIVISION- RELATED INCOME
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments), if the source which
provides manufacture or supply supplies, equipment, machinery, goods or services or
material of the type utilized by or subject to the review or approval of the division in
which that person is employed.
What Form 700 schedules? A, C, D, E
8. DIVISION-RELATED INCOME, REAL PROPERTY
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments), if the source which
provides manufacture or supply supplies, equipment, machinery, goods or services oor
material of the type utilized by or subject to the review or approval of the division in
which that person is employed and all interests in real property.
What Form 700 schedules? All Schedules (A through E)
9. CITY-RELATED COMPUTER HARDWARE & SOFTWARE
What to report? All investments, and business positions, in business entities, and
sources of income (including gifts, loans, and travel payments), if the source which
provides supply, manufacture goods or services relating to computer hardware or
software of the type utilized by the City.
What Form 700 schedules? A, C, D, E
DEFINITIONS (summary from California Government Code as of 8/21/2018)
For the purposes of these disclosure categories, the definitions and regulations contained in the
Political Reform Act apply, including but not limited to:
“Business entity” means any organization or enterprise operated for profit, including but not
limited to a proprietorship, partnership, firm, business trust, joint venture, syndicate,
corporation or association (Gov. Code 82005). A position in a business entity includes a
position as “a director, officer, partner, trustee, employee, or holds any position of
management” (Gov. Code 87103(d)).
“Income” means a payment received, including but not limited to any salary or wage
received by the filer (Gov. Code 82030). However, income does not need to be disclosed if
the source is a state, local, or federal government agency (Gov. Code 82030(b)(2)).
“Interests in real property” means leasehold or ownership interests or options worth $2,000
or more within two miles of the jurisdictional boundaries of the City of Palo Alto
Appendix AB: Page 3 of 314
(Gov. Code 82033). However, a real estate interest does not need to be disclosed if it is used
solely as your primary residence (Gov. Code 87206(f)).
“Investment” means any financial interest in or security issued by a business entity owned
directly, indirectly, or beneficially by filer, or his or her immediate family. An asset shall not
be deemed an investment unless its fair market value equals or exceeds two thousand dollars
($2,000) (Gov. Code 82034).
Appendix C: Page 1 of 1
APPENDIX C
RESOURCES
FAIR POLITICAL PRACTICES COMMISSION
Statements of Economic Interests - Form 700 webpage
http://www.fppc.ca.gov/Form700.html
Includes the latest:
Reference Pamphlet (Explains Reporting Requirements)
Form 700 Disclosure FAQs
Informal Advice
http://www.fppc.ca.gov/advice/get-advice.html
• advice@fppc.ca.gov or;
• 866-275-3772 | Monday through Thursday from 9:00 a.m. to 11:30 a.m.
Formal Advice
http://www.fppc.ca.gov/advice/formal-advice.html
OFFICE OF THE CITY CLERK
• File Form 700 electronically at https://netfile.com/Filer/
• Questions about accessing the NetFile electronic filing system?
Contact the City Clerk’s Office: (650) 329-2571
• View previously filed Form 700’s at http://public.netfile.com/pub/?aid=CPA