APPENDIX A DESIGNATED EMPLOYEES
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DISCLOSURE |
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I BOARD OF TRUSTEES |
5 |
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II EXECUTIVE / ADMINISTRATIVE GROUP |
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1 |
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III LEGAL GROUP |
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2 |
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IV FISCAL GROUP |
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V INFORMATION SERVICES GROUP |
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2 |
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VI INVESTMENT GROUP |
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2 |
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VII MEMBER SERVICE |
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2 |
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APPENDIX B DISCLOSURE CATEGORIES
CATEGORY 1.
Designated employees in this category shall disclose all sources of income, interests in real property, investments and business positions in business entities. Designated employees in this category shall complete all schedules of Form 700, if applicable.
CATEGORY 2.
Designated employees in this category shall disclose sources of income, investments, and business positions in business entities which provide services, supplies, materials, machinery or equipment of the type purchased or utilized by the department in which the designated employee is employed. Designated employees in this category shall complete all schedules of Form 700 except schedule C, if applicable.
CATEGORY 3.
Designated employees in this category shall disclose all sources of income, investments, and business positions in business entities which engage in land development, construction, or the acquisition or sale of real property, and shall disclose all interests in real property. Designated employees in this category shall complete all schedules of Form 700, if applicable.
CATEGORY 4.
Persons in this category shall disclose all investments, income, and business positions in business entities which are subject to the regulatory, permit, or licensing authority of the department in which the designated employee is employed. Designated employees in this category shall complete all schedules of Form 700 except schedule C, if applicable.
CATEGORY 5.
Persons in this category are required to make disclosure pursuant to Government Code Sections 87200 and 87202. No additional disclosure obligations are imposed under this code. Designated employees in this category shall complete all schedules of Form 700, if applicable.
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