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HomeMy WebLinkAboutMINUTES - 05181993 - 1.48 Ll V Contra TO: BOARD OF SUPERVISORS 1` �`K = s Costa FROM: Victor J., Westman, County Counsel County By: Phillip S. A01thof f, Deputy County Counse ="'t 4° =,'may DATE: May 6, 1993 covK y SUBJECT: Conflict of Interest Code of the Juvenile Justice - Delinquency Prevention Commission SPECIFIC REQUEST(S) OR RECOMMENDATIONS) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Adopt the attached revised conflict of interest code. FISCAL IMPACT None. BACKGROUND/REASONS FOR RECOMMENDATIONS The Juvenile Justice - Delinquency Prevention Commission has revised its conflict of interest code and submitted the code to the Board of Supervisors for approval pursuant to Government Code sections 87303, 87306, and 87306 .5 . CONTINUED ON ATTACHMENT: YES SIGNATURE RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S) : ACTION OF BOARD ON YjLkffyd, X 1,7213 APPROVED AS RECOMMENDED OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A UNANIMOUS (ABSENT TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ON THE ABSENT: ABSTAIN: MINUTES OF THE BOARD OF SUPERVISORS ON THE DATE SHOWN. Orig: Juvenile Justice - Delinquency ATTESTED 99la3 Prevention Commission PHILffRATCHELOR, CLERK OF cc: County Administrator THE BOARD OF SUPERVISORS County Counsel AND COUNTY ADMINISTRATOR Clerk of the Board BY � , DEPUTY PSA/jh CONFLICT OF INTEREST CODE OF THE JUVENILE JUSTICE-DELINQUENCY PREVENTION COMMISSION CONTRA COSTA COUNTY SECTION 100 . Purpose. Pursuant to the provisions of the Government Code sections 87300, et seq. , the Juvenile Justice- Delinquency Prevention Commission of Contra Costa County hereby adopts 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 which may foreseeably have a material effect on a financial interest. SECTION 300 . Disclosure Statements . Designated positions shall be assigned to one or more of the disclosure categories 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 & Time of Filing. (a) All designated employees required to submit a statement .of financial interest shall file the original with the Secretary of the Juvenile Justice-Delinquency Prevention Commission. (b) In the case of agency heads and the members of boards and commissions, the Secretary of the Juvenile Justice- Delinquency Prevention Commission shall make and retain a copy of the statement and forward the original to the clerk of the Board of Supervisors . (c) All designated employees employed 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. Ip RECEIVED COUNTY COUNSEL'S OFF/CE CONTRA COSTA COUNTY MAY 7 i� � MARTINEZ, CALIFORNIA CLERK BOARD OF SUPERVISORS IL CONTRA COSTA Co. Date: May 6, 1993 To: Jeanne Maglio, Chief Clerk of the Board of Supervisors From: Victor J. Westman, County Counsel By: Phillip S. Althoff, Deputy County Counse Re: Conflict of Interest Code for the Juvenile Justice - Delinquency Prevention Commission Attached is a Board Order on the above-referenced matter. PSA/jh attachment J-3:a:\mag1io.f C/ z .......... .off, /. y8 TO: BOARD OF SUPERVISORS ,� ,• Contra Costa FROM: Victor J. Westman, County Counsel By: Phillip S. Althoff, Deputy County Counsel ' .;�� County DATE: May 6, 1993 oosrA'couK �� SUBJECT: Conflict of Interest Code of the Orinda Union School District SPECIFIC REQUEST(S) OR RECOMMENDATIONS) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Adopt the attached revised conflict of interest code. FISCAL IMPACT None. BACKGROUND/REASONS FOR RECOMMENDATIONS The Orinda Union School District has revised its conflict of interest code and submitted the code to the Board of Supervisors for approval pursuant to Government Code sections 87303, 87306, and 87306 .5 . CONTINUED ON ATTACHMENT: YES SIGNATURE RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S) : ACTION OF BOARD ON3 APPROVED AS RECOMMENDED �_ OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A UNANIMOUS (ABSENT TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ON THE ABSENT: ABSTAIN: MINUTES OF THE BOARD OF SUPERVORS ON THE DATE SHOWN. Orig: Orinda Union School District ATTESTED 6/�? 3 PHA BA CHELOR, CLERK OF cc: County Administrator THE BOARD OF SUPERVISORS County Counsel AND COUNTY ADMINISTRATOR Clerk of the Board f� BY (/ , DEPUTY PSA/jh ' RECEIVE® APR 2 21993 CONFLICT OF INTEREST CODE OF THE CLERK BOARD OF SUPERVISORS CONTRA COSTA CO. ORINDA UNION SCHOOL DISTRICT OF CONTRA COSTA COUNTY Purpose Pursuant to the provisions of Government Code sections 87300, et seq. , the Orinda Union School District of Contra Costa County hereby adopts the following Conflict of Interest Code. Nothing contained herein is intended to modify or abridge the provisions of the Political Reform Act of 1974 (Government Code section 81000) . 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. 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 which may foreseeably have a material effect on a financial interest. Disclosure Statements Designated positions shall be assigned to one or more of the , disclosure categories 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. Place and Time of Filing A. All designated employees required to submit a statement of financial interests shall file the original in the personnel office where a copy will be made and retained. The original will be forwarded to the County Clerk. B. Classified and certificated employees appointed, promoted or transferred to designated positions shall file initial statements within 30 days after date of such appointment, promotion or transfer. r � C. Annual statements shall be filed during the month of April 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 position. D. A designated employee required to file a statement of financial interest with any other agency, which is within the same territorial jurisdiction, may comply with the provisions of this Code by filing a duplicate copy of the statement with the other agency, in lieu of an entirely separate document. Contents of Disclosure Statements Disclosure statements shall be made on forms supplied by the superintendent's office, 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 of 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; 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) , and 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 is used principally as the 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- 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. 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 . In the case of a business entity which provides legal or brokerage services, the name of every person who paid fees to the business entity if the filer's pro rate share of fees from such person was equal to or greater than one thousand dollars ($1, 000) ; 3. In the case of a business entity not covered by paragraph (2) , the name of every person from whom the business entity received payments if the filer's pro rate 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, a description of the business activity in which the business entity is engaged, and the designated employee's position with the business entity. 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. -3 F. Acquisition or Disposal During Reporting Period - in the case of a statement filed under Section A, page two, 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. Disqualification Designated employees must disqualify themselves from making or participating in the making of any decisions or using their official 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 employee shall be required to disqualify him/herself with respect to any matter which could not be acted upon legally or decided without his/her participation. -4- EXHIBIT "A" Designated positions Disclosure category Governing Board Members 1 and 2 Superintendent 1 and 2 Directors 1 and 2 Principals 1 and 2 Coordinators 1 and 2 Supervisors 1 and 2 District Media Clerk 3 (P) and (Q) Any employee involved with a publisher or 3 (P) vendor of books or educational materials on a royalty, consultant basis, or stock holder. EXHIBIT "B" Disclosure Categories 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 employee's position. Designated Employees in Group 111" must report: All investment, interests in real property and 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 the Orinda Union School District or if the business entity is doing business or planning to do business in the district (and such plans are known by the designated employee) or has done business within the district at any time during the two years prior to the filing of the statement. Designated Employees in Group 112" must report: 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, within the last two years, has contracted, or in the future foreseeably may contract with the Orinda Union School District to provide services, supplies, materials, machinery or equipment. Designated Employees in Group 113" must report: Investments in any business entity, 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, within the last two years, has contracted or in the future foreseeably may contract with the Orinda Union School District to provide services, supplies, materials, machinery, or equipment which are related to the areas as listed on the following page: A. psychological testing and evaluation B. guidance counseling C. special education D. materials and services for the visually handicapped E. materials and services for the orally and editorially handicapped F. materials and services for the orthopedically handicapped G. materials and services for the physically handicapped H. physical education I. medicine and health J. buildings and grounds equipment and supplies K. buildings and grounds maintenance services L. date processing and computers M. office management N. motor vehicles O. food and food service P. books and other publications Q. audio-visual materials and equipment R. pedagogical supplies and equipment S. foreign language training T. musical instruments and music training U. employment agencies V. vocational training 1993 COUNTY COUNSEL'S OFFICEECLERKBOARD EIVE CONTRA COSTA COUNTY MARTINEZ, CALIFORNIA 7 1993 Date: May 6, 1993 OF SUPERVISORS A COSTA CO. To: Jeanne Maglio, Chief Clerk of the Board of Supervisors From: Victor J. Westman, County Counsel By: Phillip S . Althoff , Deputy County Counsel` Re: Conflict of Interest Code of the Orinda Union School District Attached is a Board Order on the above-referenced matter. PSA/jh attachment J-3:a:\mag1io.f