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HomeMy WebLinkAbout2024-047 Conflict of Interest CodeRESOLUTION NO. 2024-47 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, AMENDING RESOLUTION NO. 2022-94 UPDATING THE CITY OF LAKE ELSINORE CONFLICT OF INTEREST CODE 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. 2022-94 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 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 Lake Elsinore City Clerk’s office. 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. Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D CC Reso 2024-47 Page 2 of 2 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 24th day of September 2024. Steve Manos 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. 2024-47 was adopted by the City Council of the City of Lake Elsinore, California, at the Regular meeting of September 24, 2024 and that the same was adopted by the following vote: AYES: Council Members Sheridan and Magee; Mayor Pro Tem Tisdale; and Mayor Manos NOES: None ABSENT: Council Member Johnson ABSTAIN: None Candice Alvarez, MMC City Clerk Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D 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 Director of Administrative Services Director 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Assistant Director of Administrative Services Directo 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Finance Manager 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Fiscal Officer 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Human Resources Manager 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E COMMUNITY DEVELOPMENT PLANNING & ZONING Planning Director of Community Development 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Assistant Planning Community Development Directo 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 Cannabis Coordinator 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 Principal 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 Director of 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 Senior Management Analyst 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Designated Employees Schedule A Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D Special Events Manager 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, B, 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 Community Support 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 ECONOMIC DEVELOPMENT Director of Economic & Legislative Affairs 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Economic Development Manager 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 Assistant Information Technology Director 1, 2, 4, 5 A-1, A-2, C, D, E Information Technology Manager 1, 2, 4, 5 A-1, A-2, C, D, E Information Technology Administrator 1, 2, 4, 5 A-1, A-2, C, D, E ENGINEERING City Engineer 1, 2, 3, 4, 5 A-1, A-2, B, C, D, E Assistant 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 Engineer 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 EMERGENCY SERVICES PUBLIC SAFETY Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D Emergency Services Manager 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 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 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 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 Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D 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 Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D 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. Docusign Envelope ID: D0849501-F9CA-4B60-91A3-951C5456C44D