HomeMy WebLinkAbout2022-094 Conflict of Interest Code UpdateRESOLUTION NO. 2022-94
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, AMENDING RESOLUTION NO. 2020-85 UPDATING THE
CONFLICT OF INTEREST CODE FOR THE CITY OF LAKE ELSINORE
Whereas, the Political Reform Act of 1974, Government Code Section 81000 et seq.,
requires state and local government agencies to adopt and promulgate conflict of interest codes;
and
Whereas, the Fair Political Practices Commission has adopted California Code of
Regulations, Title 2, Section 18730, containing the terms of a standard C onflict of I nterest C ode,
which can be incorporated by reference and may be amended by the Fair Political Practices
Commission after public notice and hearings to conform to amendments in the Political Reform
Act; and
Whereas, to save the City time and money by minimizing the actions required to keep the
City's Conflict of Interest Code in conformity with the Political Reform Act, the City of Lake Elsinore
adopted, by reference, California Code of Regulations, Title 2, Section 18730 by Resolution No.
90-121 in 1990 and by amending Resolutions every two years thereafter; and
Whereas, the City of Lake Elsinore is amending the previous Resolution No. 2020-85
Conflict of Interest Code to incorporate additional designated positions, revise titles of existing
positions, and delete titles of previous positions to the Conflict of Interest Code for the City and
Successor Agency of the Redevelopment Agency of the City of Lake Elsinore.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. The terms of California Code of Regulations, Title 2, Section 18730 and any
amendments to it duly adopted from time to time by the Fair Political Practices Commission are
hereby incorporated by reference and constitute the Conflict of Interest Code for the City of Lake
Elsinore.
Section 2. "Exhibit A" identifies which officials and employees are designated to report.
"Exhibit B" identifies the disclosure categories in the Conflict of Interest Code. Persons holding
designated positions shall file a Statement of Economic Interests with the City Clerk of the City
of Lake Elsinore, or electronically through the Secretary of State’s online portal, who will make
the statements available for public inspection and reproduction pursuant to Government Code
Section 81008. Upon receipt of the statements of the City Council, City Manager, City Attorney,
City Treasurer, Planning Commission, and Assistant City Manager, the City Clerk shall make and
retain a copy and forward the original of these statements to the California Fair Political Practices
Commission. Statements for all other designated employees will be retained by the City Clerk’s
office of the City of Lake Elsinore.
Section 3. The provisions of all Conflict of Interest Codes and amendments thereto
previously adopted for the City of Lake Elsinore are hereby superseded.
Section 4. This Resolution shall take effect immediately upon its adoption.
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CC Reso 2022-94
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Section 5. The City Clerk shall certify to the adoption of this Resolution and enter it into
the book of original Resolutions.
Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore,
California, this 13th day of September 2022.
Timothy J. Sheridan
Mayor
Attest:
Candice Alvarez, MMC
City Clerk
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify that
Resolution No. 2022-94 was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of September 13, 2022 and that the same was adopted by the following
vote:
AYES: Council Members Magee, Tisdale, and Manos; Mayor Pro Tem Johnson; and Mayor
Sheridan
NOES: None
ABSENT: None
ABSTAIN: None
Candice Alvarez, MMC
City Clerk
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Department Position
Disclosure
Categories Schedules
87200 Filers
Council Member 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Candidate 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
City Treasurer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
City Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
City Attorney 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Planning Commissioner 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Assistant City Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
CITY ATTORNEY
Assistant City Attorney 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
CITY CLERK
City Clerk 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Deputy City Clerk
CITY MANAGER
Management Analyst 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
ADMINISTRATIVE SERVICES
FINANCE/HUMAN RESOURCES/RISK
Administrative Services Director 1, 2, 3, 4, 5 A‐1, A‐2, C, D, E
Assistant Administrative Services Director 1, 2, 3, 4, 5 A‐1, A‐2, C, D, E
Finance Manager 1, 2, 3, 4, 5 A‐1, A‐2, C, D, E
Fiscal Officer 1, 2, 3, 4, 5 A‐1, A‐2, C, D, E
COMMUNITY DEVELOPMENT
PLANNING & ZONING
Planning Director 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Assistant Planning Director 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Planning Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Environmental Planner 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Senior Planner 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Associate Planner 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
BUILDING & SAFETY
Building & Safety Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
CODE ENFORCEMENT
Code Enforcement Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
ECONOMIC DEVELOPMENT
Economic Development Director 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
FIRE PREVENTION
Deputy Fire Marshal 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
COMMUNITY SERVICES
RECREATION
Community Services Director 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Assistant Community Services Director 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Management Analyst 1, 2, 4, 5 A‐1, A‐2, C, D, E
Recreation Supervisor 1, 2, 3, 4, 5 A‐1, A‐2, C, D, E
COMMUNITY SUPPORT
Director of Community Support 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Assistant to the City Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Senior Management Analyst 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Management Analyst 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
INTERNAL SERVICES
INFORMATION TECHNOLOGY
Information Technology Manager 1, 2, 4, 5 A‐1, A‐2, C, D, E
Designated Employees
Schedule A
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PUBLIC SERVICES
ENGINEERING
City Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
City Traffic Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Senior Civil Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Land Development Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Associate Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Assistant Engineer 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Senior Construction Inspector 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
CIP Specialist 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Public Works Manager 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Public Works Superintendent 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Emergency Services Manager
Management Analyst
Public Works Supervisor 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
BOARDS/COMMISSIONS
Public Safety Advisory Commission 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Measure Z Citizens' Committee 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Parking Authority 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Successor Agency 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Lake Elsinore Recreation Authority 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Public Financing Authority 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
Facilities Financing Authority 1, 2, 3, 4, 5 A‐1, A‐2, B, C, D, E
**Consultants ‐ FPPC Regulations 18700.3 and 18704
PUBLIC WORKS/PARKS MAINTENANCE/FLEET
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Disclosure Categories
Financial interests of employees holding positions designated in Exhibit "A" are to be reported in
Statements of Economic Interest (Form 700) as follows:
Category 1:
Schedule A-1 - Investments – Stocks, Bonds and Other Interests (>$2000)
For this category, “investment” means any financial interest in any business entity which is located
in, doing business in, planning to do business in or which has done business during the previous
two years in Lake Elsinore and in which the employee/spouse or registered domestic
partner/dependent children had a direct, indirect or beneficial interest totaling $2,000 or more at
any time during a reporting period. “Doing business in Lake Elsinore” means the entity has
business contacts on a regular or substantial basis with a person who maintains a physical
presence in Lake Elsinore (e.g., manufacturing, distributing, selling, purchasing, or providing
services or goods.)
Category 2:
Schedule A-2 - Investments, Income, Assets of Business Entities/Trusts
This category requires reporting investments in and income derived from a business entity or trust
in which employee/spouse or registered domestic partner/dependent children have a 10% or
greater interest valued at $2,000 or more during the reporting period, and, which is located in,
doing business in, planning to do business in or which has done business during the previous two
years in Lake Elsinore. This category includes commission income in excess of $10,000 and
real property interests held by the business entity or trust.
Category 3:
Schedule B - Interests in Real Property
This category requires disclosure of interests in real property located in Lake Elsinore (in whole
or in part), or not more than two miles outside the boundaries of the City, other than a residence,
including an ownership interest, deed of trust, easement, option, leasehold interest, or interest in
real property held by a business entity in which the employee has 10% or more ownership interest.
Note that this category also requires disclosure of a spouse’s or registered domestic partner’s
separate interest in real property as well.
Category 4:
Schedule C – Income, Loans and Business Positions
This category would require disclosure if the employee/member receives a gross income
exceeding $500.00 from any source located in, doing business in, planning to do business in or
which has done business in Lake Elsinore within the previous two years. It would include salary,
wages, per diem, expense reimbursement, the employee’s community property interest in a
spouse’s or registered domestic partner’s income from such a business, commission income,
gross income from the sale of a house or car not otherwise reported on another schedule,
honoraria, payments received on loans made to others, etc.
Category 5:
Schedules D and E – Loans, Gifts, Honoraria, Travel Payments, etc.
These categories relate to reporting requirements for any income received from non-government
sources located in or doing business in Lake Elsinore whether it be in the form of loans, gifts,
honoraria, or travel payments, advances and reimbursements. We believe that absent some
extraordinary circumstance, these categories should still be applicable to all designated
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employees, and board and commission members and all should disclose in these categories. A
gift is reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or
more received during the reporting period from a single source must be reported. Gifts are
reportable regardless of where the donor is located. Travel payments reportable on Schedule E
include advances and reimbursements for travel and related expenses, including lodging and
meals. Gifts of travel may be subject to the gift limit. In addition, certain travel payments are
reportable gifts, but are not subject to the gift limit. To avoid possible misinterpretation or the
perception that you have received a gift in excess of the gift limit, you may wish to provide a
specific description of the purpose of your travel.
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