HomeMy WebLinkAboutAgenda Report - September 17, 2008 E-07747 AGENDA ITEM E
is% CITY OF LODI
COUNCIL COMMUNICATION
IM
AGENDA TITLE: Accept Notice of Draft Amendments to Conflict of Interest Code for the Year 2008
(Government Code §87306.5)
MEETING DATE: September 17,2008
PREPARED BY: Janice D. Magdich, Deputy City Attorney
RECOMMENDED ACTION: Accept for filing a
Commissions, City
Interest Reporting
comment.
draft Resolution Amending the list of Boards,
Employees, and Officers subject to Conflict of
Requirements for publication and public
BACKGROUND INFORMATION: The City Council, as the Code reviewing body under the Political
Reform Act, must, pursuant to California Government Code 587306.5, review the City's Conflict of
Interest Code biennially to determine whether or not an amendment to the Code is necessary. The
attached Resolution makes draft changes to the Code based on conditions occurring since the last
update in 2006. The attached resolution is in draft form and must be published by Council to begin the
forty-five (45) day public comment period on the proposed changes. A final version will be brought back
to the Council for approval on November 5, 2008.
The majority of the changes reflect little more than title changes of positions, addition of new positions or
deletion of abolished positions. For Council's convenience, the changes are reflected in
underline/strikeout form in the draft resolution attached to this Council Communication.
FISCAL IMPACT:
FUNDING:
None.
None required,
�&60ty
agdich
Attorney
APPROVED:
Blai m , City Manager
RESOLUTION NO. 2008-
A RESOLUTION OF THE LODI CITY COUNCIL
REPEALING RESOLUTION NO. 2006-208
THEREBY AMENDING CITY OF LODI CONFLICT
OF INTEREST CODE
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.
The Fair Political Practices Commission has adopted a regulation (2 Cal. Code of Regs.
18730), which contains the terms of a standard conflict of interest code. After public
notice and a hearing it may be amended by the Fair Political Practices Commission to
conform to amendments to the Political Reform Act. Therefore, the terms of 2 California
Code of Regulations 18730 and any amendments to it duly adopted by the Fair Political
Practices Commission are hereby incorporated by reference. This regulation and the
attached appendices designating officials and employees and establishing disclosure
categories shall constitute the conflict of interest code of the City of Lodi.
Designated officials and employees shall file their statements with the City Clerk of the
City of Lodi and such statements shall be open for public inspection and reproduction
pursuant to Government Code section 81008. Statements for all designated officials and
employees will be retained by the City of Lodi.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
1. Resolution No. 2006-208 is hereby repealed in its entirety.
2. The terms of 2 California Code of Regulations Section 18730 and any amendments
duly adopted by the Fair Political Practices Commission along with the attached
Appendices in which officials and employees are designated and disclosure
categories are set forth, are hereby incorporated by reference and constitute the
Conflict of Interest Code of the City of Lodi.
3. Persons holding designated positions shall file statements of economic interest
pursuant to the provisions of this code.
4. All designated officials and employees shall file their statements of economic
interests with the City Clerk of the City of Lodi to whom the City Council hereby
delegates the authority to carry out the duties of filing officer.
5. Failure to file the required statement in a timely fashion may result in the imposition of
administrative, criminal, and civil sanctions as provided in Government Code sections
81000-91014.
6. The effective date of this Resolution shall be November 5, 2008.
Dated: November 5, 2008
I hereby certify that Resolution No. 2008- was passed and adopted by the City
Council of the City of Lodi in a regular meeting held November 5, 2008, by the following
vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCIL MEMBERS —
ABSENT: COUNCIL MEMBERS —
ABSTAIN: COUNCIL MEMBERS —
Randi Johl
City Clerk
M
W
APPENDIX A
DESIGNATED OFFICIALS AND EMPLOYEES
The following is a listing of those persons who are required to submit Statements of
Economic Interests pursuant to the Political Reform Act of 1974, as amended:
List of designated positions required to file Form 700:
Department:
Position:
Disclosure Category:
City Manager
City Manager
Deputy City Manager/Internal Services
1
Manager
Management Analyst
1
City Attorney
City Attorney
Deputy City Attorney
1
City Clerk
City Clerk
1
Deputy City Clerk
1
Community Center
Community Center Director
1
Senior Services Coordinator
2,3,4,10,11,16
Arts Coordinator
2,3,4,10,11,16
Youth Commission Coordinator
2,3,4, 6, 7,10,11,16,17
Sr. Facil. Maint. Worker
2,3,4, 6, 7,10,11,16,17
Stage Technician
Adminic+4r-Atiye SeGFeta.r,(
2,3,4, 6, 7,10,11,16,17
7'2 X1'1
f fA f 6 f 7 f10 f f16 f17
Community Development
Community Development Director
1
Git yPlaRReF Planning Manager
1
Senior Planner
1
JuniorWssistantWssociate Planner
1
Community Improvement Manager
1
Building Official
1
Building Inspector NIRSenior
2,3,4,5,6,7,8,9,10,11,15,16
2,3,4,5,6,7,9,9,10,11 ,15,46
Electric Utility
Electric Utility Director
1
Assistant Electric Utility Director
1
Utility Operations Supervisor
4,6
Senior Electric Utility Rate Analyst
1
Manager, Customer Services
1
& Programs
n ngeT
4
Marketing
4
Manager, Cnnlneerinn & Plnera4ien6
Clen4rin 114i1i4i Cnerin�enrlen�
4
f f f f f f f f f
Tenhnirsal Cer..inecs MaAager
Ma Magerf Rates Q_ Rel+eUFG86
s s e s s s s s s
4
MaRagerf Pe\IUer Q_ Rates+
4
Cenier Clen�rin�l Cc�im��er Distribution
4,6
Planning Supervisor
Senior Power Engineer
2,3,4,6,7,8,9,10,15,
Electric Utility Rate Analyst
2,3,4,6,7,8,9,10,15
Fire
Fire Chief
1
Fire Division Chief \ Operations
1
Fire Battalion Chief \ Training
4,10,11,12,19
Fire Battalion Chief
4,10,11,12,19
Fire Division Chief \ Fire Marshall
1
Fire Inspector
1
Internal Services/Human
Human Resources Manager
1
Resources
Risk Manager
2,4,14,17,18
Management Analyst Trainee 1/11
2,4,14,17,18
F A Internal
Financial Services Manager
2,3,4,5,13,18,20
Services/Financial
Accountant I\II
2,3,4,5,15
Services & Budget
Senior Accountant
2,3,4,5,15
Budget Manager
2,3,4,5,13,18,20
Management Analyst
2,4,14,17,18
2,3,4,6,6,10,11
,12,15,167
4-9
Senior Storekeeper
2,3,4,5,10,12,16
Buyer
2,3,4,5,10,12,16
Purchasing Technician
4,5,15,16
Internal
Information Systems Manager
1
Services/Information
Information Systems Analyst
2,3,4,5,8,10,11,15,16
Systems
Information Systems Coordinator
2,3,4,5,8,10,11,15,16
Network Administrator
15,16
Library
Library Services Director
1
Supervising Librarian
4,5,11,15
Parks and Recreation
Parks and Recreation Director
Parks Superintendent
Project Coordinator
Management Analyst
1
1
2,3,4,6,7,8,10,16
4,5,10,11,15
Police
Police Chief
1
Police Captains
1
Management Analyst
4,5,12
Community Improvement Officer
2,3,4,5,6,7,8,9,10,11,15,16
Supervising Community Improvement
2,3,4,5,6,7,8,9,10,11,15,16
Officer
Public Works
Public Works Director
1
City Engineer/Deputy Public Works Dir.
1
Senior Civil Engineer
2,3,4,6,7,8,9,10,15,16
Fleet & Facilities Manager
2,3,4,6,8,9,10,15,16
StFeet SUnerinieRdeni Streets and
2,3,4,6,7,8,9,10,15,16
Drainage Manager
Assistant Shoe+ SUnerin+enden+ Streets
2,3,4,6,7,8,9,10,15,16
and Drainage Manager
Water Services Manager
2,3,4,5,6,7,8,9,10,11,15,16
Water\Wastewater Superintendent
Assistant Wale- NA/-aetewAter
2,3,4,5,7,8,9,10,15,16
7 Z A 6 7 Q 1!1 1F 16
SinerinteRdent
Transportation Manager
2,3,4,10,11,15,16
Transportation Planner
2,3,4,10,11,15,16
Fleet Services Supervisor
2,4,9, 11,16
Tree Operations Supervisor/Arborist
2,4,6,7,8,9, 11,16
Management Analyst
2,3,4,6,7,8,9,10,15,16
Senior Traffic Engineer
2,3,4,6,7,8,9,10,15,16
Construction Project Manager
2,3,6,7,8,9.10,16
Boards and Commissions
Members of the Planning Commission
Members of the Recreation
2,3,4,6,7,8,9,10,16
Commission
Members of the Site Plan and
2,3,4,6,7,8,9,10,16
Architectural Review Committee
Members of the Library Board of
2,3,4,6,7,8,9,10,16
Trustees
Members of the Lodi Ease
2,3,4,6,7,8,9,10,16
Improvement Committee
Members of the Lodi Arts Commission
2,3,4,5,7,8,9,10,16
Members of the Lodi Budget/Finance
2,3,4,5,7,8,9,10,16
Committee
Members of the Lodi Animal Advisory
2,3,4,5,7,8,9,10,16
Committee
Members of the Lodi Senior Citizens
2,3,4,5,7,8,9,10,16
Commission
Consultants
1
Community Development
CDBG Program Ad m in istration (Contract
2,3,4,5,6,7,8,9,10,11,15,16
Consultant — PMC)
Interwest Consulting Group (Contract
2,3,4,5,6,7,8,9,10,11,15,16
Plan Check Services)
Bureau Veritas (Contract Plan Check
2,3,4,5,6,7,8,9,10,11,15,16
Services)
NAFFA International (Contract Plan
2,3,4,5,6,7,8,9,10,11,15,16
Check Services)
Precision Inspection Company, Inc.
2,3,4,5,6,7,8,9,10,11,15,16
(Contract Plan Check Services)
Rad Bartlam
1
Dyett & Bhatia
1
Internal Services/Human
ABD Insurance & Financial Services
2,4,5,11,13,14,18,19
Resources
Bragg & Associates
2,4,5,11,13,14,17,18,19
DB Claims Services Group, Inc.
2,4,5,10,11,13,14,16,18,18
Public Works
West Yost & Associates
1
Treadwell & Rollo
1
* Exempted from Political Reform Act of 1974, but required to file a statement of
economic interests pursuant to Government Code section 87200.
Designated Employees are those positions within the city who may exercise independent
judgment and make or participate in the making of governmental decisions which may
forseeably have a material effect on any financial interest.
Con
Consultant means an individual who, pursuant to a contract with a state or local
governmental agency:
A. Makes governmental decisions whether to
1. approve a rate, rule or regulation;
2. adopt or enforce a law;
3. issue, deny, suspend, or revoke any permit, license, application,
certificate, approval, order or similar authorization or entitlement;
4. authorize the agency to enter into, modify, or renew a contract
provided it is the type of contract which requires agency approval;
5. grant agency approval to a contract which requires agency approval
and in which the agency is a party or to the specifications for such a
contract;
6. grant agency approval to a plan, design, report, study or similar item;
7. adopt, or grant agency approval of policies, standards, or guidelines
for the agency, or for any subdivision thereof; or
B. Serves in a staff capacity with the agency and in that capacity performs the
same or substantially the same duties for the agency that would otherwise be
performed by an individual holding a position specified in the agencies Conflict of
Interest Code.
The City Manager or his designee may determine in writing that a particular consultant,
although a "designated position" is hired to perform a range of duties that are limited in
scope and thus is not required to fully comply with the disclosure requirements described
in this section. Such written determination shall include a description of the consultant's
duties and, based upon the description, a statement of the extent of the disclosure
requirements. The City Manager or his designee's determination is a public record and
shall be retained for public inspection in the same manner and location as this Conflict of
Interest Code.
Public Officials Specified in Government Code Section 87200: The following positions
shall file a statement of economic interests pursuant to Government Code Section
87200:
1. Members of the Lodi City Council
2. City Manager
3. City Attorney
4. Finance Director
5. Members of the Lodi Planning Commission
7
APPENDIX B
APPENDIX OF DISCLOSURE CATEGORIES
DEFINITION
`Unit" as used in this text means the particular department, board, commission, office or
other entity using the disclosure category.
DISCLOSURE CATEGORIES
1. All investments and business positions in business entities, sources of income and
interests in real property.
2. Investments and business positions in business entities, and all sources of income.
3. Interests in real property.
4. Investments and business positions in business entities and sources of income from
entities providing supplies, services, equipment or machinery of the type used by the
designated employee's unit.
5. Investments and business positions in and income from entities which are book
outlets, vendors or providers of business services.
6. Investments and business positions in business entities and income from sources
engaged in construction, building, or material supply.
7. Investment and business positions in and income from sources engaged in
construction or development.
8. Investment and business positions in and income from sources engaged in the
construction of public works projects.
9. Investment and business positions in and income from construction firms involved in
construction projects subject to acceptance by the City Council.
10. Investment and business positions in and income from business entities of the type
to provide bids, supplies, vehicles and equipment.
11. Investment and business positions in and income from entities which provide training,
services or facilities of the type utilized by the city.
12. Investments and business positions in business entities and sources of income
which provide services and supplies of the type used in emergency services
coordination and training activities.
13. Investments and business positions in and income from Union Pension funds that
may be affected by the outcome of negotiations involving monetary settlements of
employer-employee memorandums.
14. Investments and business positions in business entities and sources of income
which provide medical services or facilities of the type used by the city.
N.
15. Investments and business positions in and income from business entities supplying
or manufacturing electronic equipment, supplies or services of the type utilized by the
employee's unit.
16. Investments and business positions in and income from business entities providing
supplies, services, equipment or machinery of the type used by the city.
17. Investments and business positions in and income from employment agencies or
entities which provide employment or pre-employment services. Services include,
but are not limited to, testing, training, consulting, recruiting, job classification studies
and salary surveys.
18. Investments and business positions in and income from business entities which are
of the type to provide any of the various types of employee insurance coverage and\or
actuarial services.
19. Investments and business positions in business entities and income from sources
which supply or manufacture firefighting or medical equipment or supplies.
20. All investments and business positions in business entities, sources of income, and
interests in real property of the type which municipalities are permitted to invest under
the California Government Code.
9
Continued July 16,2008
Jennifer Perrin
From: Jennifer Perrin
Sent: Thursday, September 18,2008 11:11 AM
To: Department Secretaries; James Rodems; Janet L. Hamilton; Joseph Wood; Kirk Evans; Nancy
Martinez; Ann Areida-Hintz; Deanie Bridewell
Cc: Janice Magdich; Randi Johl
Subject: 2008 Conflictof Interest Code
Attached please find Notice of Intention that the City of Lodi proposes to amend its Conflict of
Interest Code to include positions that involve the making or participation in the making of
decisions that may foreseeably have a material effect on any financial interest. Specifically,
the proposed amendments will add positions that are newly created by the agency, delete
positions that are no longer used by the agency, and amend position titles. The City Council
will consider the amendments at its meeting of November 5,2008.
Please forward this message to the designated filers in your department (refer to the
attachment for a list of designated positions). Designated filers may include employees, board
or commission members, and/or contractors. The 45 -day written comment period will be
conducted through November 3,2008; comments should be sent to the City Clerk's Office.
Thank you for your cooperation.
Jennifer M. Perrin, CIVIC
Assistant City Clerk
City of Lodi
P.O. Box 3006
Lodi, CA 95241
(209)333-6702 x2601
9/18/2008
DECLARATION OF POSTING
NOTICE OF INTENTION TO AMEND THE CONFLICT OF INTEREST
CODE OF THE CITY OF LODI
On Friday, September 19, 2008, in the City of Lodi, San Joaquin County, California, a
Notice of Intention to Amend the Conflict of Interest Code of the City of Lodi (attached and
marked as Exhibit A), was posted at the following locations:
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
declare under penalty of perjurythat the foregoing is true and correct.
Executed on September 19, 2008, at Lodi, California.
ZU AA
A$NNIFER(O. P RRIN, CMC
EPUTY CrTY CLERK
N:\Administration\CLERKJbrms\DECPOST.DOC
ORDERED BY:
RANDI JOHL
CITY CLERK
MARIA BECERRA
ADMINISTRATIVE CLERK
APPENDIX A
DESIGNATED OFFICIALS AND EMPLOYEES
The following is a listing of those persons who are required to submit Statements of
Economic Interests pursuant to the Political Reform Act of 1974, as amended:
Listof designated positions required to file Form 700:
Department:
Position:
Disclosure Cate -gory:
City Manager
City Manager
Deputy City Manager/Interna( Services
1
Manager
Management Analyst
1
City Attorney
City Attorney
Deputy City Attorney
1
City Clerk
City Clerk
1
Deputy City Clerk
1
Community Center
Community Center Director
1
Senior Services Coordinator
2,3,4,10,11,16
Arts Coordinator
2,3,4,10,11,16
Youth Commission Coordinator
2,3,4, 6, 7,10,11,16,17
Sr. Facil. Maint. Worker
2,3,4, 6, 7,10,11,16,17
Stage Technician
2,3,4, 6, 7,10,11,16,17
9, 4, ,
Community Development
Community Development Director
1
Gity-PlaRRS Planning Manager
1
Senior Planner
1
Junior\Assistant\Associate Planner
1
Community Improvement Manager
1
Building Official
1
Building InspectorNINSenior
Whwt Paterson
2,3,4,5,6,7,8,9,10,11,15,16
n��cc�onana� �c�c
0,11, 16,16
lectric Utility
Electric Utility Director
Assistant Electric Utility Director
1
Utility Operations Supervisor
4,6
Senior Electric Utility Rate Analyst
1
Manager, Customer Services
1
& Programs
4
4-
EI@GWG WIRY SUPGAMORde
4.
6,1 re
4n4c46
4-
4 -
Distribution
4,6
Planning Supervisor
Senior Power Engineer
2,3,4,6,7,8,9,10,15,
Electric Utility Rate Analyst
2,3,4,6,7,8,9,10,15
=ire
Fire Chief
1
Fire Division Chief\ Operations
1
Fire Battalion Chief\ Training
4,10,11,12,19
Fire Battalion Chief
4,10,11,12,19
Fire Division Chief\ Fire Marshall
1
Fire Inspector
1
nternalServices/Human
Human Resources Manager
1
Resources
Risk Manager
2,4,14,17,18
ManagementAnalyst Trainee 111
2,4,14,17,18
=ieaHse-Internal
Financial Services Manager
2,3,4,5,13,18,20
Services/Financial
Accountant I\II
2,3,4,5,15
Services & Budget
SeniorAccountant
2,3,4,5,15
Budget Manager
2,3,4,5,13,18,20
Management Analyst
RiIF6I466iRSQM6AF
2.4.14.17.18
a 4 4 4 r i c
, , , ,c,in , , , , ,
4-9
Senior Storekeeper
2,3,4,5,10,12,16
Buyer
2,3,4,5,10,12,16
Purchasing Technician
4,5,15,16
Internal
Information Systems Manager
1
Services/Information
Information Systems Analyst
2,3,4,5,8,10,11,15,16
Systems
Information Systems Coordinator
2,3,4,5,8,10,11,15,16
Network Administrator
15,16
Library
Library Services Director
1
Supervising Librarian
4,5,11,15
'arks and Recreation
Parks and Recreation Director
Parks Superintendent
Project Coordinator
ManagementAnalyst
1
1
2,3,4,6,7,8,10,16
4, 5,10,11,15
3olice
Police Chief
1
Police Captains
1
ManagementAnalyst
4,5,12
Community Improvement Officer
2,3,4,5,6,7,8,9,10,11,15,16
Supervising Community Improvement
2,3,4,5,6,7,8,9,10,11,15,16
Officer
'ublic Works
Public Works Director
1
City Engineer/Deputy Public Works Dir.
1
Senior Civil Engineer
2,3,4,6,7,8,9,10,15,16
Fleet& Facilities Manager
2,3,4,6,8,9,10,15,16
Streets and
2,3,4,6,7,8,9,10,15,16
Drainage Manager
Assistant ratFee4 SUPSAAWAdent Streets
2,3,4,6,7,8,9,10,15,16
and Drainage Manager
Water Services Manager
2,3,4,5,6,7,8,9,10,11,15,16
Water\Wastewater Superintendent
2,3,4,5,7,8,9,10,15,16
f 1 7 4 7 7 1 1 1
``^^��
6U��„„�'7��^^ �
Transportation Manager
2,3,4,10,11,15,16
Transportation Planner
2,3,4,10,11,15,16
Fleet Services Supervisor
2,4,9, 11,16
Tree Operations Supervisor/Arborist
2,4,6,7,8,9, 11,16
ManagementAnalyst
2,3,4,6,7,8,9,10,15,16
Senior Traffic Engineer
2,3,4,6,7,8,9,10,15,16
Construction Project Manager
2,3,6,7,8,9.10,16
3oards and Commissions
Members of the Planning Commission
Members of the Recreation
2,3,4,6,7,8,9,10,16
Commission
Members of the Site Plan and
2,3,4,6,7,8,9,10,16
Architectural Review Committee
Members ofthe Library Board of
2,3,4,6,7,8,9,10,16
Trustees
Members of the LodiSastside
2,3,4,6,7,8,9,10,16
Improvement Committee
Members of the Lodi Arts Commission
2,3,4,5,7,8,9,10,16
Members of the LodiBudget/Finance
2,3,4,5,7,8,9,10,16
Committee
Members of the Lodi Animal Advisory
2,3,4,5,7,8,9,10,16
Committee
Members of the Lodi Senior Citizens
2,3,4,5,7,8,9,10,16
Commission
Donsultants
1
:,ommunity Development
CDBG Program Ad min istration(Contrac'
2,3,4,5,6,7,8,9,10,11,15,16
Consultant— PMC)
Interwest Consulting Group (Contract
2,3,4,5,6,7,8,9,10,11,15,16
Plan Check Services)
Bureau Veritas (Contract Plan Check
2,3,4,5,6,7,8,9,10,11,15,16
Services)
NAFFA International (Contract Plan
2,3,4,5,6,7,8,9,10,11,15,16
Check Services)
Precision Inspection Company, Inc.
2,3,4,5,6,7,8,9,10,11,15,16
(Contract Plan Check Services)
Rad Bartlam
1
Dyett & Bhatia
1
Internal Services/Human
ABD Insurance& Financial Services
2,4,5,11,13,14,18,19
Resources
Bragg & Associates
2,4,5,11,13,14,17,18,19
DB Claims Services Group, Inc.
2,4,5,10,11,13,14,16,18,18
Public Works
West Yost & Associates
1
Treadwell & Rollo
1
' Exempted from Political Reform Act of 1974, but required to file a statement of
economic interests pursuant to Government Code section 87200,
Designated Emolovees are those positions within the city who may exercise independent
judgment and make or participate in the making of governmental decisions which may
forseeably have a material effect on any financial interest.
6
Consultant means an individual who, pursuant to a contract with a state or local
governmental agency:
A. Makes governmental decisions whether to
1 . approve a rate, rule or regulation;
2. adopt or enforce a law;
3. issue, deny, suspend, or revoke any permit, license, application,
certificate, approval, order or similar authorization or entitlement;
4. authorize the agency to enter into, modify, or renew a contract
provided it is the type of contract which requires agency approval;
5. grant agency approval to a contract which requires agency approval
and in which the agency is a party or to the specifications for such a
contract;
6. grant agency approval to a plan, design, report, study or similar item;
7. adopt, or grant agency approval of policies, standards, or guidelines
for the agency, or for any subdivision thereof; or
B. Serves in a staff capacity with the agency and in that capacity performs the
same or substantially the same duties for the agency that would otherwise be
performed by an individual holding a position specified in the agencies Conflict of
Interest Code.
The City Manager or his designee may determine in writing that a particular consultant,
although a "designated position" is hired to perform a range of duties that are limited in
scope and thus is not required to fully comply with the disclosure requirements described
in this section. Such written determination shall include a description of the consultant's
duties and, based upon the description, a statement of the extent of the disclosure
requirements. The City Manager or his designee's determination is a public record and
shall be retained for public inspection in the same mannerand location as this Conflict of
Interest Code.
Public Officials Soecified in Government Code Section 87200 The following positions
shall tile a statement of economic interests pursuant to Government Code Section
87200:
1. Members of the Lodi City Council
2. City Manager
3. City Attorney
4. Finance Director
5. Members of the Lodi Planning Commission
7
APPENDIX B
APPENDIX OF DISCLOSURE CATEGORIES
DEFINITION
`Unit` as used in this text means the particular department, board, commission, office or
other entity using the disclosure category.
DISCLOSURE CATEGORIES
1. All investments and business positions in business entities, sources of income and
interests in real property.
2. Investments and business positions in business entities, and all sources of income.
3. Interests in real property.
4. Investments and business positions in business entities and sources of income from
entities providing supplies, services, equipment or machinery of the type used by the
designated employee's unit.
5. Investments and business positions in and income from entities which are book
outlets, vendors or providers of business services.
6. Investments and business positions in business entities and income from sources
engaged in construction, building, or material supply.
7. Investment and business positions in and income from sources engaged in
construction or development.
8. Investment and business positions in and income from sources engaged in the
construction of public works projects.
9. Investmentand business positions in and incomefrom construction firms involved in
construction projects subject to acceptance by the City Council.
10. Investment and business positions in and income from business entities of the type
to provide bids, supplies, vehicles and equipment.
11. Investmentand business positions in and incomefrom entities which provide training,
services or facilities of the type utilized by the city.
12. Investments and business positions in business entities and sources of income
which provide services and supplies of the type used in emergency services
coordination and training activities.
13. Investments and business positions in and income from Union Pension funds that
may be affected by the outcome of negotiations involving monetary settlements of
employer-employee memorandums.
14. Investments and business positions in business entities and sources of income
which provide medical services or facilities of the type used by the city.
8
15. Investments and business positions in and income from business entities supplying
or manufacturing electronic equipment, supplies or services of the type utilized by the
employee's unit.
16. Investments and business positions in and income from business entities providing
supplies, services, equipmentor machineryof the type used by the city.
17. Investments and business positions in and income from employment agencies or
entities which provide employment or pre-employment services. Services include,
but are not limited to, testing, training, consulting, recruiting, job classification studies
and salary surveys.
18. Investments and business positions in and income from business entities which are
of the type to provide any of the various types of employee insurance coverage andlor
actuarial services.
19. Investments and business positions in business entities and income from sources
which supply or manufacturefirefighting or medical equipment or supplies.
20. All investments and business positions in business entities, sources of income, and
interests in real property of the type which municipalities are permitted to invest under
the California Government Code.
9
SUBJECT
PUBLISH DATE:
Please immediately confirm receipt
cf this fax by calling 333-6702
CITY OF LODI
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
NOTICE OF INTENTION TO AMEND THE CONFLICT OF INTEREST CODE
OF THE CITY OF LODI
SATURDAY, SEPTEMBER 20,2008
TEAR SHEETS WANTED: Three (3) please
SEND AFFIDAVIT AND BILL TO: RANDI JOHL, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, SEPTEMBER 18,2008
ORDERED BY: RANDI JOHL
CITY CLERK
J�F. )�IFER M. �PERRIN, CMC
DFPL TY Cli-ERK
MARIA BECERRA
ADMINISTRATIVE CLERK
Faxed to the Sentinel at 369-1084 at 10'.40 (time) on K (date) ak_(pages)
LNS Phoned to confirm receipt of all pages at (time _JLT DRC___JMP (initials)
formsladvins.doc
NOTICE OF INTENTION
TO AMEND THE CONFLICT OF INTEREST CODE
OF THE CITY OF LODI
NOTICE IS HEREBY GIVEN that the City of Lodi, pursuant to the
authority vested in it by Section 87306 of the California Government Code,
proposes amendments to its Conflict of Interest Code. The purpose of these
amendments is to implement the requirements of Section 87300 through 87302
and Section 87306 of the Government Code.
The City of Lodi proposes to amend its Conflict of Interest Code to include
positions that involve the making or participation in the making of decisions that
may foreseeably have a material effect on any financial interest, as set forth in
subdivision (a) of the Section 87302 of the Government Code. Specifically, the
proposed amendments will add positions that are newly created by the agency
and delete positions that are no longer used by the agency.
Copies of the proposed amended Conflict of Interest Code are
available for public review and may be requested from the Lodi City Clerk's
Office (209) 333-6702. A 45 -day written comment period will be conducted
through November 3, 2008. Comments must be received by the City Clerk
of the City of Lodi on or before November 3, 2008, at 5:00 p.m. and may be
delivered to the City Clerk at City Hall, 221 W. Pine Street, Lodi, California,
95240 or mailed to the City Clerk at P.O. Box 3006, Lodi, CA 95241.
The Lodi City Council will consider the adoption of a resolution approving
Year 2008 Amendments to the Conflict of Interest Code at its regularly scheduled
meeting on November 5, 2008, at 7:00 p.m., or as soon thereafter as the matter
may be heard, at the Carnegie Forum, 305 West Pine Street, Lodi.
Dated: September 18, 2008
RANDI JOHL
CITY CLERK