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HomeMy WebLinkAboutMINUTES - 04191994 - 1.162ABC TO: BOARD OF SUPERVISORS FROM: Victor J. Westman, County Counsel By: Mary Ann McNett Mason, Deputy County Counsel DATE: March 25, 1994 SUBJECT: Amendment to Conflict of Interest Code of the Public Works Department SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Approve Amendment to the Conflict of Interest Code to substitute Exhibit A to said code, as shown on the attached memorandum from the Public Works Chief of Administrative Services . BACKGROUND/REASONS FOR RECOMMENDATIONS The Public Works Department has amended Exhibit A to its code and submitted the amendment to the Board for approval pursuant to Government Code sections 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 April 19 , 1994 APPROVED AS RECOMMENDED x OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A ..., x UNANIMOUS (ABSENT I 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. ATTESTED April 19 , 1994 PHIL BATCHELOR, CLERK OF THE BOARD OF SUPERVISORS CO ADMINISTRATOR BY a , DEPUTY CONTACT: County Counsel cc: Public Works MAM:df df(a):confl.cod COUNTY COUNSEL'S OFFICE CONTRA COSTA COUNTY RECEIVED MARTINEZ, CALIFORNIA -�..--l L 2 81994 Date: March 25, 1994 CLEOF SUPERVISORS coarR,a cosra co. To: C,lurk;�Bo'ard_o:f-S-upe�rviks_ors-- From: Victor J . Westman, County Counsel By: Mary Ann McNett Mason, Deputy County Counsel Re: Conflict of Interest Code of the Public Works Department Attached hereto are amendments to the Conflict of Interest Code for the Public Works Department. The amendments are approved as to form. Please place this matter on the Board of Supervisors , agenda as requested by the Public Works Chief of Administrative Services . A draft Board order is attached. MAM:df cc: S . Clifford Hansen, Public Works Chief of Administrative Services Attachments df(a):confl.mem +Y jPMBUC WORKS DEPARTMENT CONTRA.COSTA COUNTY DATE: February 14, 1994 TO: MaryAnn Mason, County Counsel FROM: S. Clifford Hansen, Public Works Chi4r6inistrative Services SUBJECT: Conflict of Interest Code - Designated Positions The Public Works Department has updated its list of designated positions and their respective employees who must complete disclosure forms for 1994. The attached Exhibit "A" is a revision of the list which was accepted by the Board of Supervisors on' February 23, 1988. The following designated positions were deleted: Administrative Services Officer Chief.Public Works Maintenance Superintendent Customer Services Manager Engineering Technician Supervisor - Land Surveyor Supervisor of Airport Operations There were five additions to the list: Assistant County Surveyor Assistant Manager of Airports Program Supervisor Montara Bay Public Works Chief of Administrative Services Public Works Maintenance Coordinator Please take the necessary steps to have the revised Exhibit "A" approved by the Board of Supervisors, and forward a copy of your action to me. If you have any questions, please contact Letti Valenzuela at extension 3-2204. SCH:Iv a:CC-confl.t2 attachment cc: J.M. Walford, Public Works Director EXHIBIT "A" DESIGNATED POSITIONS DISCLOSURE CATEGORY Accountant H 1 & 2 Wanda Quever Carol Raynolds Administrative Servkes Assistant M 1 & 2 Karen Eckerson Jackie James Skip Epperly Margaret Lehre AssistarK Associate, Jr. & Sr. Real Property agents 1 & 2 Dick Awenius Karen McNamer Ron Babst Pat Smyers Gus Kramer Nancy Wenninger Assistant County Surveyor 1 & 2 Ray Zwemmer Assistant Manager of Airports 1 & 2 Tracy Williams Associate C"Engineers 1 & 2 Robert Agnew Flood Control Mike Carlson Design Rich Lierly Engineering Services William Nugent Airport Steve Wright Engineering Services Joe Yee Design Associate Traffic Engineer 1' & 2 Steve Kersevan Engineers 1 & 2 Chris Bailey Design Brian Balbas Design Mark Boucher Transportation Engr. Gordon Byers Construction Paul Detjens Flood Control Joseph DiMaggio Engineering Svcs. Tony Docto Flood Control Kevin Emigh Design Jerry Fahy Design William Fernandez Design Henry Finch Flood Control Don Gorman Construction Mary Halle Transportation Engr. Dean Inokuchi Flood Control Tim Jensen Maintenance Steve Kowalewski Transportation Engr. Neil Leary Design Francis Lee Transportation Engr. Martin Lysons Engineering Svcs. Brian Morrow Design Teri Rie Design Elmer Schaal Transportation Engr. Rob Tavenier Transportation Engr. Eric Whan Design Deputy Public Works Directors 1 & 2 Milton Kubicek Maurice Shiu Pattie McNamee Engineering Techs. (Journey level and above) 1 & 2 Bobby Allen Surveys Miner Ashcraft Transportation Engr. Ronnie Bensen Flood Control Bernie Brown Surveys Rich Bruno Construction Lyle Burks Traffic John Capozzo Application & Permit Ctr Mario Consolacion Flood Control Larry Cornelius M & T Duane Currey Maintenance Ken Dahl Surveys Susan Estes Traffic John Florin M & T Kathleen Fudge Design Jim Harcharik Surveys Linda Hiebert Surveys Alex Martinez Surveys Engineering Techs - continue Ross Mayer Construction Pat Patterson Surveys Ed Perez Surveys Francis Rolfson Construction Joan Rushton Flood Control Dave Sanchez Construction Barry Schamach Transportation Engr. Mike Schulte Maintenance Brian Stockinger Surveys Dave Suico Transportation Engr. Kelley Timbrell Surveys Steve Zanetta Construction Engineering Technician Supv. Construction 1 & 2 Jim Millar Engineering Technician Supv. M & T 1:& 2 Steve Buckmann Environmental Planner 1 & 2 Vickie Germany Manager of Airports 1 & 2 Hal Wight Principal Real Properly Agent 1 & 2 Paul Gavey Program Supervisor Montara Bay 1 8 2 Paula Edmonds Public Works Chief of Administrative Services 1 & 2 Cliff Hansen Public Works Computer Manager 1 & 2 Jim Morton Public Works Director* 1 & 2 J. Michael Walford Public Works Fiscal Officer 1 & 2 Roger,Gilchrist Public Works Maintenance Supt . 3D & E Tom Barcelona Barry Porter Thomas Borman Jim Steffenson Dan Pellegrini Public Works Maintenance Supv, 3D & E Ken Arentz Al Lekse Leroy Baptist Andre Moses Ruben Esquivel Elton Rapp Garry Howes Dave Reza Public Works Maintenance Coordinator 3D & E Scott Edmonds Senior Civil Engineers 1 & 2 Robert Avalon.. Engineering Svcs. Heather Ballenger Transportation Engr. Dean Eckerson Design Robert Faraone Transportation Engr. John Johnson Flood Control Stan Matsumoto Maintenance Melissa Morton Flood Control Denis Regan Design Charles Tunison Transportation Engr. Senior Hydrologist 1 & 2 Paul Wu Stour► Water Pollution Control Manager 1 & 2 Donald Freitas Supervising Civil Engineers 1 & 2 Julie Bueren Transportation Engr. Greg Connaughton Maintenance Phil Harrington Flood Control Michael Hollingsworth Design Barnabas Kerekes Construction Joseph Murphy Engineering Services Supervising Real Property Agents 9 & 2 Donna Dawkins Roger Frost Vegetation Management Supv. . 3D & E John Ford * The. Title of Pubik Wofks Director includes: County Surveyor County Road Commissioner Ex Ofiiido Chfef Engineer Contra Costa County Flood Control& Water Conservation Dist Engineer Ex OifidO Contra Costa County Sanitation Districts Chief Engineer Contra Costa County Water Agency Ex Offido Chief Engineer Contra Costa County Storm Drainage Maintenance Disbict Ex Offido Chief Engineer Contra Costa County Stone Drainage District :/v axonf lst February 14, 1994 TO: BOARD OF SUPERVISORS FROM: Victor J. Westman, County Counsel ,,++��,,,, By: Mary Ann McNett Mason, Deputy County Counsel /'G�11111' DATE: March 29 , 1994 SUBJECT: Amendment to Conflict of Interest Code of the Health Sevices Department SPECIFIC REQUEST(S) OR RECOMMENDATIONS) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Approve Amendment to the Conflict of Interest Code to substitute Exhibit A to said code, as shown on the attached memorandum from the Health Services Department Personnel Services Assistant. BACKGROUND/REASONS FOR RECOMMENDATIONS The Health Services Department has amended Exhibit A to its code and submitted the amendment to the Board for approval pursuant to Government Code sections 87306 and 87306 . 5 . CONTINUED ON ATTACHMENT: YES SIGNATURE /v6 RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION F BOARD COMMITTEE APPROVE OTHER SIGNATURE(S) : ACTION OF BOARD ON April 19, 1994 APPROVED AS RECOMMENDED x OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A x UNANIMOUS (ABSENT I 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. ATTESTED April 19 , 1994 PHIL BATCHELOR, CLERK OF THE BOARD OF SUPERVISORS AN COUNT 'MINISTRATOR BY , DEPUTY CONTACT: County Counsel cc: Shelley Pighin, Personnel Services Assistant Health Services Department df(a):hs-confl.m CONTRA COSTA COUNTY HEALTH SERVICES DEPARTMENT MAR 2 COUNTY COUNC L MARTINEZCALIF. TO: Mary Ann Mason Deputy County o nsel FROM: Shelley Pighin Personnel Services Assistant DATE: March 23 , 1994 SUBJECT: CONFLICT OF INTEREST CODE AMENDMENT ---------------------------------------------------------------- ---------------------------------------------------------------- Attached are , two revisions of "Exhibit All (list of designated positions) to the Departmental Conflict of Interest Code. The first revision depicts additions in CAPS and deletions with a line out. The second revision incorporates all the changes into a new 'If inal. " Would you please prepare a Board resolution adopting the final revision for presentation to the Board on their next agenda. In this way, when the calendar year 1993 filings are made, the list of designated positions will be current. If you have any questions, I can be reached at 313-6620. SP/yb Attachments cc Mark Finucane (w/attachment) conflictint 4" CONFLICT OF- INTEREST CODE LIST OF DESIGNATED POSITIONS EXHIBIT "A" . AMENDED MARCH, 1994 Class/Functional Title Disclosure Category Office of the Director Health Services Director 1 & 2 Department Medical Director 1 & 2 Asst. to the Health Svcs Director 1 & 2 Conservatorship/Guardianship Program Chief 2 & 3 (P-2) Conservatorship Program Supervisor 2 & 3 (P-2) Properties Trust Officer 2 & 3 (P-2) Contracts & Grants Administrator 2 Contracts & Grants Specialist 2 Exec Asst/Hazardous Materials Commission 1 & 2 Employee Services Office Health Services Personnel Officer 1 & 2 Finance Division Department Finance Officer 1 & 2 Financial Controller 1 & 2 Health Services Administrators 1 & 2 Health Service Systems Manager 1 & 2 Patient Financial Services Manager 1 & 2 Med. Svcs. Man. Info. & Ev. Dir. 1 & 2 Hospital and Clinic Division Hospital Executive Director 1 & 2 Health Services Administrators 1 & 2 Hospital Medical Director 1 & 2 Assoc. Hosp. Exec. Director - Patient Care 3 (A) Environmental Services Manager 3 (C) (D) (E) (J) Chief Clinical/Pathology Lab Technologist 3 (I) (K) Ambulatory Care Administrator 1 & 2 Director of Hospital Nursing Services 3 (A) Facilities Manager 1 & 2 Director of Pharmacy Services 3 (B) Director of Ambulatory Care Nursing 1 & 2 Page 1 Chief Radiologic Technologist 3 (A) (C) (D) (K) (P-1) Medical Social Services Director 1 & 2 Materials Manager 3 (A-P) Chief of Security 2 Nursing Program Manager 3 (A) (C) (D) (E) Chief, Cardiopulmonary Support Services 3 (A) (C) (D) (E) (F) (K) (P-1) Chief, Rehabilitation Therapy Services 3 (A) (D) (K) (L) (P-1) Central Supply Manager 3 (A) (C) (D) (E) (F) (I) (J) (K) (L) Contra Costa Health Plan Asst. Hlth. Svcs. Director (Executive Director) 1 & 2 Exempt Medical Staff Physician (Medical Director) 1 & 2 Marketing Director - Exempt 1 & 2 Health Services Administrator (all) 1 & 2 Health Services Planner/Evaluator 1 & 2 Provider Affairs Manager - Exempt 1 & 2 Member Services Coordinator 1 & 2 Member Services Counsellor 1 & 2 Medi-Cal Enroller 1 & 2 Sales Representative 1 & 2 Environmental Health Division Supv. Env. Hlth. Specialist (all positions). 4 (A-J) Environmental Hlth. Specialist II (all positions) 4 (A-J) Environmental Hlth. Specialist I (all positions) 4 (A-J) Occupational Health Specialists (all positions) 4 (A-J) Hazardous Materials Specialists (all positions) 4 (A-J) Deputy Dir of EH. General Programs 4 (A-J) Dep. Dir of EH - Haz Materials 4 (A-J) Emergency Medical Services Director 1 & 2 Mental Health Division Asst. Hlth. Svcs. Director (Division Director) 1 & 2 Adult/Older Adult Program Chief 3 (N) (P-2) Children & Adolescent Services Program Chief 1 & 2 Director of Planning & Mgt Support 1 & 2 Mental Health Medical Director 1 & 2 Page 2 Mental Health Acute Services Supervisor 3 (A) (B) (D) (E) (all positions) (M) (P) Mental Health Adult Services Supervisor 3 (A) (B) (D) (E) (all positions) (M) (P) Mental Health Children Services Supervisor 3 (A) (B) (D) (E) (all positions) (M) (P) Mental Health Continuing Care Services Supervisor 3 (A) (B) (D) (E) (all positions) (M) (P) Mental Health Criminal Justice Program Supervisor 3 (A) (B) (D) (E) (all positions) (M) (P) Alcohol/Drug Abuse Division Substance Abuse Program Director 1 & 2 Drug Abuse Program Supervisor 3 (B) (D) (M) (N) (0) (P) Public Health Division Assistant Health Svcs. Dir. (Division Director) 1 & 2 Public/Env. Health Division Administrator 1 & 2 Chief Pediatric Therapist 3 (A) (D) (L) (P-1) Exec. Asst. Dev. Disabilities Council 1 & 2 Director, Public Health Lab 3 (I) (K) Home Health Agency Director 3 (A) (D) (P-1) Home Health Rehab. Therapy Coordinator 3 (A) (D) (L) (P-1) Home Health Nursing Supervisor (all positions) 3 (A) (D) (E) (P-1) PH Clinic Services Nursing Supervisor 3 (A) (D) (E) (P-1) Developmental Center Director 1 & 2 Health Services Administrator (all positions) 1 & 2 PH Prog. Specialist I & II (all positions) 1 & 2 Communicable Disease Program Chief 1 & 2 Exec. Asst. Public/Env. Hlth. Adv. Board 1 & 2 CHDP Program Director 1 & 2 Tobacco Prevention Project Coordinator 1 & 2 conflictint Page 3 COUNTY COUNSEL'S OFFICE, --cam"' CONTRA COSTA COUNTY RECEIV MARTINEZ, CALIFORNIA � 2 91994 Date: March 29 , 1994 F SUPERVISORS CI ER CON RACOSTA CO. To: Clerk, Board of Supervisors From: Victor J. Westman, County Counsel By: Mary Ann McNett Mason, Deputy County Counsel ��7•/// • Re: Conflict of Interest Code of the Health Services Department Attached hereto are amendments to the Conflict of Interest Code for the Health Services Department . The amendments are approved as to form. Please place this matter on the Board of Supervisors ' agenda as requested by the Department' s Personnel Services Assistant. A draft Board order is attached. MAM:df cc: Shelley Pighin, Personnel Services Assistant Health Services Department Attachments df(a):conflict.hsd TO: BOARD OF SUPERVISORS FROM: Victor J. Westman, County Counsel By: Mary Ann McNett Mason, Deputy County Counsel DATE: March 29 , 1994 SUBJECT: Amendment to Conflict of Interest Code of the General Services Department SPECIFIC REQUEST(S) OR RECOMMENDATIONS) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS Approve Amendment to the Conflict of Interest Code to substitute Exhibit A to said code, as shown on the attached memorandum from the Executive Secretary, General Services Department BACKGROUND/REASONS FOR RECOMMENDATIONS The General Services Department has amended Exhibit A to its code and submitted the amendment to the Board for approval pursuant to Government Code sections 87306 and 87306 . 5 . CONTINUED ON ATTACHMENT: YES SIGNATURE Gj, 4016,__, RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S) : ACTION OF BOARD ON April 19 , 1994 APPROVED AS RECOMMENDED x OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A x UNANIMOUS (ABSENT I 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. ATTESTED April 19 , 1994 PHIL BATCHELOR, CLERK OF THE BOARD OF SUPERVISORS rl CLAN CO MINISTRATOR BY d , DEPUTY CONTACT: County Counsel cc: Dorothy C . Gass , Executive Secretary General Services Department df(a):gs-confl.m GENERAL SERVICES DEPARTMENT RECEIV_EG 1220 Morello Avenue, Suite 200 Martinez, California 94553-4711 Extension 3-7100 ­9 X94 j PaRva ORS A DATE: March 3, 1994 CO. TO: Jeanne O. Maglio, Chief C1 rk of the Board of Supervisors FROM: Dorot Ga , Execut a Se etary SUBJECT: Conflict of Interest Code Revision Attached is a copy of the General Services Department Conflict of Interest Code which has been revised in Exhibit A to reflect the following changes. Added: Administrative Services Officer Building Maintenance Manager Lead Carpenter Lead Electrician Lead Painter Lead Steamfitter Automotive Parts Technician Senior Communications Equipment Technician Lead Electronic Technician Lead Telecommunications Technician Lead Operating Engineer Accountant III Deleted: Assistant General Services Director Deputy General Services Director--Facilities Facilities Trades Supervisor Communications Services Manager Telecommunications Supervisor Microfilm Production Supervisor Supply and Distribution Supervisor Supervising Custodian We would appreciate your processing this document to bring it before the Board of Supervisors for approval. If you have any questions, please let me know. I can be reached, on extension 3-7119. . .Attachments p CONFLICT OF INTEREST CODE OF THE GENERAL SERVICES DEPARTMENT OF CONTRA COSTA COUNTY SECTION 100. Purpose. Pursuant to the provisions of Government Code Sec- tions 87300, et seq., the General Services Department, 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 et seq.). The provisions of this Code are additional to Government Code Section 87100 et seq. 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, 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 interests shall file the original with the Executive Secretary. (b) In the case of agency heads and the members of the boards and commissions, the Executive Secretary shall make and retain a copy and forward the original to the Clerk of the Board of Supervisors. (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 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 employment. (d) 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. (e) 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 filed with the other agency, in lieu of an entirely .separate document. -1- • 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; (4) A statement whether the fair market value of the investment, or interest in real property, equals or exceeds one thousand dollars ($1,000), ten thousand dollars ($10,000), or 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) A statement whether the aggregate value of income from each source was greater than one thousand dollars ($1,000), and 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: -2- • (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 an employee appointed to a designated position shall disclose any reportable investments and interests in real property. (f) 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. SECTION 600. Disqualification. Designated employees must disqualify themselves from making or participating in the making of or using their official position to influence the making of any decisions 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 himself with respect to any matter which could not be legally acted upon or decided without his participation. All other provisions of this Code notwithstanding, the following provisions hereafter apply: 1. 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- r General Services Department Conflict of Interest Code EXHIBIT "A" Designated Positions Disclosure Category Director of General Services 1 & 2 Deputy General Services Director--Management and Operations 1 & 2 Administrative Services Officer 1 & 2 Facilities Services Manager 1 & 2 Building Maintenance Manager 1 & 2 Lead Carpenter 1 & 2 Lead Electrician 1 & 2 Lead Painter 1 & 2 Lead Steamfitter 1 & 2 Central Service Manager 1 & 2 Fleet Manager 1 & 2 Assistant Fleet Manager 1 & 2 Fleet Equipment Specialist 3F & G Fleet Service Center Supervisor 3C, E, F, & G Automotive Parts Technician 1 & 2 Purchasing Services Manager 1 & 2 Senior Buyer 1 & 2 Buyer I 1 & 2 Buyer II 1 & 2 Lease Manager 1 & 2 Senior Real Property Agent 1 & 2 Associate Real Property Agent 1 & 2 Assistant Real Property Agent 3A, B, C, D, H, & I Jr. Real Property Agent 3A, B, C, D, H, & I Jr. Real Property Agent--Project 3A, B,' C, D, H, & I Supervising Architectural Engineer 1 & 2 Senior Architectural Engineer 1 & 2 Associate Architectural Engineer 3B, C, D, H, & I 5 Assistant Architectural Engineer 3B, C, D, H, & I Senior Architectural Engineer--Project 1 & 2 Special Projects Architect--Project 1 & 2 Communications Technical Supervisor 1 & 2 Senior Communications Equipment Technician 1 & 2 Lead Electronic Technician 1 & 2 Lead Telecommunications Technician 1 & 2 Grounds Maintenance Manager 1 & 2 Chief Operating Engineer 1 & 2 Lead operating Engineer 1 & 2 Facilities Maintenance Coordinator 1 & 2 Assistant Chief Operating Engineer 3A, B, C Custodial Manager 1 & 2 Custodial Services Supervisor 38 General Services Fiscal Officer 1 & 2 Accountant III 1 & 2 -4- General Services Department Conflict of Interest Code 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 investments, 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 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. Designated Employees in Group 112" 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 Contra Costa County 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 Contra Costa County General Services Department to provide services, supplies, materials, machinery or equipment which are related to one of the following areas: A Communications Systems and Equipment B County Buildings - Maintenance and Repairs C County Buildings - Design & Construction D County Grounds - Maintenance and Landscaping E Office Supplies & Equipment F Motor Vehicles & Equipment G Motor Vehicle Parts H Petroleum Products I Property Development or Management J Purchasing R Printing Rev. 3/94 -5- F 4: RECEIVED COUNTY COUNSEL'S OFF/CE CONTRA COSTA COUNTY 2904 MARTINEZ, CALIFORNIA D OP SUPWWI; Date: March 29 , 1994 �ppCQSTACO. To: Clerk, Board of Supervisors From: Victor J. Westman, County Counsel By: Mary Ann McNett Mason, Deputy County Counsel •• Re: Conflict of Interest Code of the General Services Department Attached hereto are amendments to the Conflict of Interest Code for the General Services Department . The amendments are approved as to form. Please place this matter on the Board of Supervisors, agenda as requested by the Executive Secretary of the Department. A draft Board order is attached. MAM:df cc : Dorothy Gass , General Services Department Attachments df(a):conflict.gsd