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HomeMy WebLinkAboutMINUTES - 09241991 - 1.67 1. & 7 TO: BOARD OF SUPERVISORS Contra FROM: Victor J. Westman, County Counsel Costa By: Mary Ann McNett Mason, Deputy County Counsel =, S A, :=�- -- �. .�.� County DATE: September 17 , 1991 SUBJECT: Conflict of Interest Code for the Growth Management and Economic Development Agency SPECIFIC REOUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION Recommended Action: Approve the attached Conflict of Interest Code for the Growth Management and Economic Development Agency (GMEDA) and substitute that code for the existing Building Inspection, Community Development and Public Works Departments ' conflictof interest codes . Background The GMEDA has adopted the attached conflict of interest code and submitted it to the Board for approval pursuant to Government Code section 87303 . MAM:f j b FB-3 a:\mam\AudCOI\BO CONTINUED ON ATTACHMENT: _Y-YES SIGNATURE: 1_ RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COM EE G �— APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON 7 APPROVED AS RECOMMENDED x OTHER j !I VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE UNANIMOUS(ABSENT S AND CORRECT COPY OF AN ACTION TAKEN AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN. CC: County Administrator ATTESTED jo AnP,/ 7 �77 Director, GMEDA PHIL BATCHfLOR,CLERK OF THE BOARD OF County Counsel SUPERVISORS AND COUNTY ADMINISTRATOR M382 (10/88) BY ,DEPUTY CONFLICT OF INTEREST CODE OF THE GROWTH MANAGEMENT AND ECONOMIC DEVELOPMENT AGENCY OF CONTRA COSTA COUNTY AND ASSOCIATED SPECIAL DISTRICTS Section 100. Purpose. Pursuant to the provisions of the Government Code Sections 87300, et seq., the Growth Management and Economic Development Agency of Contra Costa County, the Contra Costa County Flood Control and Water Conservation District, Contra Costa County Storm Drainage Maintenance Districts; Contra Costa County Storm Drainage District; Contra Costa County Water Agency; and Contra Costa County Sanitation Districts #5, 713, 15 and 19 ("Associated Special Districts") hereby adopt the following Conflict of Interest Code. Nothing contained herein is intended to modify or abridge the provisions of the Political Reform Act of 1974 (Gov. Code § 81000 et seq.). The provisions of this Code are additional to Government Code section 87100 and other laws pertaining to conflicts of interest. Except as otherwise indicated, the definitions of said Act and regulations adopted pursuant thereto are incorporated herein and this Code shall be interpreted in a manner consistent therewith. Section 200. Designated Positions. The positions listed on Exhibit "A" are designated positions. Officers and employees holding those positions are designated employees and are deemed to make, or participate in the making of, decisions �hich may foreseeably have a material effect on a financial interest. Section 300. Disclosure Statements. Designated positions shall be assigned to Disclosure Category "1" set forth on Exhibit "B". Each designated employee shall file an annual statement disclosing that employee's interest in investments, business positions, real property, and income designated as reportable under the category to which the employee's position is assigned. Section 400. Place and Time of Filing. a. All designated employees required to submit a statement of financial interest shall file the original with the Administrative Services Officer of their respective department in the Growth Management and Economic Development Agency. b. In the case of agency and department heads, and the members of boards and commissions, the clerk or secretary of the agency which receives the statement of financial interest shall make and retain a copy and forward the original to the Clerk of the Board of Supervisors. amflinLwd (6!28191) 1 C. All designated employees employed by the agency on the effective date of this Code, as originally adopted, promulgated and approved by the code reviewing body, shall file initial statements within thirty days after the - effective date of this code. Thereafter, each person already in a position when it is designated by an amendment to this Code shall file an initial statement within thirty days after the effective date of the amendment. Employees appointed, promoted or transferred to designated positions shall file initial statements within 30 days after date of appointment, promotion or transfer. d. Annual statements shall be filed during the month of February by all designated employees. Such statements shall cover the period of the preceding calendar year. Closing statements shall be filed within 30 days of leaving a designated position. Such statements 'shall cover the period from the closing date of the last statement filed to the date of leaving the positions. e. A designated employee required to file a statement of financial interest under any other agency's conflict of interest code, or under Article 2 of Chapter 7 of the Political Reform Act for a jurisdiction contained within the territorial jurisdiction of this agency may comply with the provisions of this Code by filing a duplicate copy of that statement and an expanded statement which covers reportable interests in that portion of this agency's jurisdiction which differs from the jurisdiction described in the other statement. Section 500. Contents of Disclosure Statements. Disclosure statements shall be made on forms supplied by the Clerk of Contra Costa County, and shall contain the following information: a. Contents of Investment and Real Property Reports: When an investment or an interest in real property is required to be reported, the statement shall contain: (1) A statement of the nature of.the investment or interest; (2) The name of the business entity in which each investment is held and a general description of the business activity in which the business entity is engaged; (3) The address or other precise location of the real property; conflinuod OW91) 2 (4) A statement whether the fair market value of the investment or interest in real property equals or exceeds one thousand dollars ($1,000) but does not exceed ten thousand dollars ($10,000) whether it exceeds ten thousand dollars ($10,000) but does not exceed one hundred thousand dollars ($100,000), or whether it exceeds one hundred thousand dollars ($100,000). This information need not be provided with respect to an interest in real property which Ii the principal residence of the filer or any other property which the filer utilizes exclusively as the personal residence of the filer. b. Contents of Personal Income Reports: When personal income is required to be reported, the Statement shall contain: (1) The name and address of each source of income aggregating two hundred and fifty dollars ($250) or more in value, or fifty dollars ($50) or more in value if the income was a gift, and a general description of the business activity, if any of each source. In the case of a gift received through an intermediary, the name, address, and business activity of both the donor and the intermediary must be disclosed. (2) A statement whether the aggregate value of income from each source, or in the case of a loan, the highest amount owed to each source, was at least two 'hundred fifty dollars ($250) but did not exceed one thousand dollars ($1,000), whether it was in excess of one thousand dollars ($1,000) but was not greater than ten thousand dollars ($10,000), or whether it was greater than ten thousand dollars ($10,000); (3) A description of the consideration, if any, for which the income was received; (4) In the case of a gift, the amount and the date on which the gift was received; (5) In the case of a loan, the annual interest rate and the security if any, given for the loan. contlinuod (6w9l) 3 C. Contents of Business Entity income Reports: When income of a business entity, including income of a sole proprietorship, is required to be reported, the statement shall contain; (1) The name, address, and a general description of the business activity of the business entity; (2) The name of every person from whom the business entity received payments if the filer's prorata share of gross receipts from such person was equal to or greater than ten thousand dollars ($10,000) during a calendar year. d. Contents of Management Positions Reports: When management positions are required to be reported, designated employees shall list the name of each business entity not specified above in which they are a director, officer, partner, trustee, employee, or in which they hold any position of management. e. Initial Statement: The initial statement filed by a designated employee employed on the effective date of this code shall disclose investments, business positions, interests in real property held on the effective date of this code and income received during the 12 months-before the effective date of this code. Thereafter, the initial statement filed by an employee already in a position when it is designated by amendment to.this code or by an employee appointed, transferred, or promoted to a designated position shall disclose any reportable investments, business positions and interests in real property held on, and income received during the 12 months before the effective date of the amendment, appointment, transfer or promotion." L Acquisition or Disposal During Reporting Period: In the case of a Statement filed under Section 400(d), if the investment or interest in real property was partially or wholly acquired or disposed of during the period covered by the Statement, the date of acquisition or disposal. conflinUod 4 Section 600. Disqualification. Designated employees must disqualify themselves from making or participating in the making of any decisions or using their o icia I position to influence the making of any decision in which they have a reportable, financial interest when it is reasonably foreseeable that such interest may be materially affected by the decision. No designated employees shall be required to disqualify themselves with respect to any matter which could not be legally acted upon or decided without their participation. wnflinLood 5 EXHIBIT A CONFLICT OF INTEREST - DESIGNATED POSITIONS GMEDA: Customer Services Manager Director Building Inspection: Administrative Services Officer Electrical Inspector Administrative Services Assistant Grading Engineer Building Inspector II Grading Technician Building Inspector I Housing/Rehab Coordinator Chief Electrical Inspection Services Mechanical Inspector Chief Mechanical Inspection Services Senior Grading Technician Chief Residential Inspection Services Senior Structural Engineer Deputy Director Special Programs Coordinator Director Supervisor Inspection Services Community Development: Accountant(s) Planners 1, 11, 111 Accountanting Technician Planning and Economic Coordinator Administrative Services Assistant III Principal Planner Administrative Services Officer Resource Recovery Specialist Civil Engineer Senior Planning Geologist Deputy Director(s), Community Development Senior Transportation Planner Director, Community Development Solid Waste Manager Director, Redevelopment Transportation Planner Environmental Planner Transportation Planning Manager Housing and Community Development Planner confflmcod (6[2&91) 6 Public Works: Administrative Services Assistant III Administrative Services Officer Assistant Real Property Agent Associate Civil Engineer Associate Real Property Agent Associate Traffic,Engineer Chief Public Works Maintenance Superintendent Civil Engineer Deputy Public Works Director Engineer Engineering Technician (Journey level and above) Engineering Technician Supervisor - Construction Engineering Technician Supervisor - Land Surveyor Engineering Technician Supervisor - M & T Environmental Planner Junior Real Property Agent Manager of Airports Principal Real Property Agent Public Works Computer Manager Public Works Director' Public Works Fiscal Officer Public Works Maintenance Superintendent Public Works Maintenance Supervisor Senior Civil Engineer Senior Hydrologist Senior Real Property Agent Stormwater Pollution Control Manager Supervising Civil Engineer Supervising Real Property Agent Supervisor of Airport Operations Vegetation Management Supervisor The Title of Public Works Director includes: County Surveyor County Road Commissioner Ex Officio Chief Engineer Contra Costa County Flood Control and Water Conservation District Engineer Ex Officio Contra Costa County Sanitation Districts Chief Engineer Contra Costa Water Agency Ex Officio Chief Engineer Contra Costa County Storm Drainage Maintenance District Ex Officio Chief Engineer Contra Costa County Storm Drainage District conflint.wd 7 EXHIBIT "B" Disclosure Cate Tory General Rule An investment, interest in real property, or income is reportable if the business entity in which the investment is held, the interest in real property, or the income or source of income may foreseeably be affected materially by any decision made or participated in by the designated employee by virtue of the einployee's position. 1. Designated employees in Category "1" must report: (a) All investments, interests in real property, income„and any business entity in which the person is a director, officer, partner, trustee, employee, or holds any position of management. Financial interests are reportable only if located within Contra Costa County, or if the business entity is doing business or planning to do business in the County (and such plans are known by the designated employee) or has done business within the County at any time during the two years prior to the filing of the Statement. (b) Investments in any business entity, and income from any source and status as a director, officer, partner, trustee, employee, or holder of a position of management in any business entity which has within the last two years contracted, or foreseeably may contract, with Contra Costa County or the Growth Management and Economic Development Agency or any associated special district to provide services, supplies, materials, machinery, or equipment to the County or the Growth Management and Economic Development Agency or any of the associated special districts. c nflint" (6/28;91) 8