HomeMy WebLinkAboutRDA 81-041
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RESOLUTION NO. RDA 81-4
A RESOLUTION OF THE TUSTIN CO-MUNITY
REDEVELOPMENT AGENCY, TUSTIN, CALIFORNIA
ADOPTING A NEW CONFLICT OF INTEREST CODE
The Tustin Community Redevelopment Agency of the
City of Tustin, California, RESOLVES as follows:
1. That the new Conflict of Interest Code, a
copy of which is attached hereto, be approved and adopted.
2. That a copy of this resolution and attached
Conflict of Interest Code be transmitted to the City Council
of the City of Tustin, as the Code -Reviewing Body, for approval.
PASSED AND ADOPTED at a regular meeting of the
Tustin Community Redevelopment Agency of the City Tustin,
California, this __ 18th_ day of _Mav , 1981.
ATTEST:
SECRETAR �-
CONFLICT OF INTEREST CODE
OF THE
TUSTIN COMMUNITY REDEVELOPMENT AGENCY
(Government Code Sections 87300-87302)
ARTICLE I
GENERAL PROVISIONS
Section 1.1 Purpose. Pursuant to the provisions of
Government Code Sections 87300 et seq., the Governing Body of the
Tustin Community Redevelopment Agency 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 Sections 81000 et seq.) Incorporation
by reference of the terms of this regulation along with the
designation of employees and ti:e formulation of disclosure cate-
gories in the Appendix referred to below constitute the adoption
and promulgation of a Conflict of Interest Code within the :Weaning
of Government Code Section 87300. Such procedures will require
the reporting of reportable items in a manner substantially
::Iuivaient to the re,luirements of Article 2 of Chapter 7 of the
Political Reform Act. The requirements of a Conflict of Interest
Code are in addition to other requirements of the Political
Reform Act, such as the general ��rohibition against con-licts of
interest contained in Government ;:ode Section 87100, and to
other state or local laws pertaining to cornTl_i_cts of interest.
Section 1.2 Seve-rability. If any article, subsection,
paragraph, subparagraph, sentence, clause or phrase of this Code
is for any reason held to be invalid, unconstitutional or
unenforceable, such decision shall not affect the validity of the
remaining portions of this Code. It is declared that each
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rC': �' in? articl'., section, subsection, paragraph, subparagraph,
sentence, clt];:__ and phrase of this Code 4ould have been adopted
irce ::ective o- _ =? fact that .,ny one or more of s.1ch portions of
ti]i3 _:ode be (3ec_ar:.-.i invalid, unconstitutional and unenforceable.
section 1.3 Effective Date. This Code shall take effect
ten ;'_0) days after approval by the City Council of the City of
Tustin, acting as the Code Reviewing Body, pursuant to Government
Code ;Section 87303. The previous Conflict of Interest Code,
adooted pursuant to Resolution No. RDA 80-5, shall be repealed
concurrently wit*-. tte effective date of this Code.
=-ction 1.4. Definitions. As used in this Code, unless
the context ot_:er".<isc clearly implies, the following words and
terns stay_ 1 ":..: _^e .-eaninys set forth herein.
Age_nc, : 11r1gency" :::cans the Tustin Redevelopment
Age^C_ , which r:az creat:�.3 pUr ;s:ant to tl'le C07:.71urlity Redevelopment
La,,-: c:):-m-encing a_ =:ealth and Safety Code Section 33000, et sect.,
and are CUt('�h'.':'.1nUUS Wlt:'i t'.r1e C)U:-1'?d.%1r1eS of the
City r=jStir..
!6) ;3u _- 'ntity: "Business; emit,"" means any organization
for p "J� t not limited to a
t_ lt, inClJ,alrl_1 li_ t
-fir-, partner:sr'-AP, business trust, joint venture,
S';,n- _4 c,ate, co Y_ tion or ass—.)ciation.
c) Secret rv: "Secretary" mean.s the Clerk of the Agency.
{ J, Cons]_ __.^t: "ConSLlltant" means a :�ositlon established
by contract wit:'. -::e Agency pursuant to which contract information,
a ivice-, recom-ic—. : ]tion or counsel is provide to the Agency;
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provided, however, that "consultant" shall not include a position
in which the person providing such information, advice, recommendation
or counsel:
(1) conducts research and arrives at conclusions
with respect to his or her rendition of information,
advice, recommendation or counsel independent of
the control and direction of the Agency or of
any Agency official, other than normal contract
monitoring; and
(2) possesses no authority with respect to any Agency
decision beyond the rendition of information,
advice, recommendation or counsel.
(e) County: "County" means the County of Orange.
(f) Designated Employee: "Designated employee" means any
official of the Agency whose position is designated in Appendix
"A" of this Code. Appendix "A" sets forth those positions which
ra} is decisions which may
en a -L the rna _i ng or par_ici�� _i�l z L -t
foreseeably have a material, financial effect on any financial
interests of the c:esignated employee, but does not include any
unsalaried mem:D--r of any 3oard or Commission whic}1 serves a solely
advisory function.
(g) D1S i05';re Statements* "Disclo ure statements" means
statements disclosing reportable interests required, by Section
2.2, to be filed by designated employees.
(h) Family: "Family" means the souse and dependent
children of the designated employee.
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(i) Jurisdiction: "jurisdiction" mean; within the boundaries
of the Agency.
(_j) Official: "Official" :Weans any natural person who is
a ..'mher or alt-ernatec' o x.10 c]oVerning body, or is an
of[lc,-'r, employee .,r consu. .;:i:•.. o._ the Agency.
(k) Reportable Interests: "Reportable interests" means
investments, interests in real ;property and income rc--quired to
be disclosed by designated employees. "Reportable interests"
as to any particular designated e �loyee means those categories
of suc1: interests assigned, by F:n_,,endix "A" attached hereto, to
the designated position held v sach employee. "Reportable
interests" as to any particular e:nrlolyee are deemed ::y said
_'.:;slgnment to be ffected for--:a.(--ably and materially by any
decision made carparticipa ter'. i :, :�y the cie�ignated e..._�lol,ee by
virtue of his or her position.
(1) Except ot-hc-rwi s - indicated, the def ini = c)ns contained
in the Political Reform Act of i97/4 (Government Code Sections
810,5-0 et seq. ) anti _•,gulatio-._, adopted purs,]ant them _o are
incorporated into t --,'-.is Confii.ct of Interest Code.
.,, -
..=i_I...i�F. I
Section 2.1. Desic-snate:i vm.olovees. The persons Holding
posl'..ionf3 lis, -o-11 i., .:�;�nr.j].X �__� -are designated It
Ila`, been that these o' icer::; and e,,n.)Ioyee- .":ake or-
participate
rK)aY"tiClate in t1':C "?? k.l.?C? of :c'C'i..io[?S%111C11 IT1aV foreseeably
have, a material c `ect on f is?anti 1 interests.
Section 2.2 '-`isc.losure ;,'-=t c'.ories. T]is Cod_ does not
establish any disclosure o1bligation for those designated employees
-4-
w h c a r o a s (? c i f i e i n Goverm-ent Code Section 87200 if they
r i q 'a e j.. 4 L C a cl c� in that s a : T capa c i t y or. if the
1D 111ca,
ion of th is ;.gency i, the same as or is
L L'�.. L
4 i n c
t
e on. inwhich t1r3 L
persoms
-; %.i a rl t- to A r t i c 1. f% 2 o E
i t e r t -s pi r., L
Cl a-; ter 7 o4: the :Po 1 i t ica 1 Reform ,\ct , Goverrim.ent Code Sections
87200, et seq. Such nrersons arc covered by this Code for
disqualification pjrposes only. 'V'V-ith respect to all other
the di!SCIOSUre cate-ories set forth in
C'..,,.ec 1 fy which kinds .D,' f inanCial interests are
r c! r t,..i %) 1 e, . S-.:c'�- a :J�,si,7inated shall disclo-se in his or
-F i n an r- i a interests he
State:tienz-
...con-omic In�:ere.�,4 t h os e 1
11111: �P�-Scribrd in th(.., d isc Losu re
:.1e has ar:-� of he
cat-:1-lories to or ,,he is --.ir=signed in Ar,)pendix "A". it
tc f .i:.-.::": 1. t', i e n i c i a n t. (.:. r e!-. L F;et forth in a
--closure are il-l-, '!-,inds of
..D (A i
f 1`.u'1C.1 1. i at r ich 1-.f, or sh(-., foresf'cabl`J c, n affect
I.-. _-1 1 :a .1y L conduct. o h i s or ol I'. co -2
C' S L`" who are require:', to Eile Statements of
any -igenc., C.onf I i ct of- T..nt t
or. unir
'1rt i cle, Tl of th(-.) Political 'Zeform Act for a
dif -Lerent ;,.i&,y --xpalrrl their Stat,:2.-ient of Rconomic
L L1tC-r(_2,,St.S, i:1 60thl UriSdictions,
::.ill tl-As ex0anded citat(-�.ment %,iith both entities in
1 i e I f f i illi'': and distinct statemu-mts, provided that
each c0py oi: s_ -c!-. :_-.xpanded stat-e.).ent EilCIJI
ill T)lace of an original
j.:z -;i:p-1e-! by the designated as, if it were
.7 D r-. rn.Tient- :"odr2 Section 8100,1.
5
Section_2.3 Place of Filing_ The Code Reviewing Body
shall instruct all designated cfiployees required to file Statements
of Econo_-,ic Interests pursuant to t_lis ;;onFlict Uf Interest Code
to file in accord&ncc• ;:it!: on..:, of tt:c Coli . -)wing procedures:
(a) All designates) en-.:.)loyees shall file Statements of
Economic Interests with the Agency. Upon receipt of the statements
of economic interests of the head of the Agency and members of
boards or commissions not under a department of state or local
government, the Agency shall -Hake and retain a copy of each and
forward the originals of these statements to the Code Reviewing
Bode, which shall be the filing officer with respect to these
statements. Seel: statement; shall be forwarded to the Code
Revie::ing So,'!_, Tdit:,in five (5) clays after the filing, deadline or
f4 e (7) days att:_'r receipt in the case of statements flied late.
(b) All lesignated e^:i:;_ovees shall. file Statements of
c�nD!nic Inti r_c-.�� s :pith the Agency, which: shall ,mace and retain a
co,1 ani for�•;ar:: t":e originals to ti?e Code Reviewing Body, which
S'c._ii be the iii-, officer.
(c) 1-.11 des ignatea eirployces shall file Statements of
rcor.o:ric with the Coder Revic— i.ng Body.
(See Governrr.F,:t -Code Seection 810 L0 and 2 CaI.Adir•.. Code
Section 1811.= for the duties of fi Linc; o[f i cors and persons in
areflCl^`i who�..,.. d.^.(.i rntc:l. l C(7')LS Or sr,atr' lentS and f_or:card the
original_, to ti -.e riling officer. )
Section 2.4 Time of Filing.
(a) Ini'.ial Statements: Each person already in a position
wLe=n it is designates: by an-1.iend,nent to this Code shall -file an
initial. stat—nent within thirty ( 30 ) days after th -0 effective
date of the
OEfice Fta.te7erits: AIL persons assuming
1. Z 1 .0 s a c e -,c- ivc- date of t- Code shal 1
fi e F.; t 3shin t In v 3 GO days aIter as S LI: -Z in :2 the
designated ;;os i t or, to con[ i rmat. ion , thirty ( 30
days after nominated or appointed.
(c) Annual Statements: All designated employees shall
file 1 of each year Ll, -,)r a period
covering the -prev io-u s ca r ending on F)ecem I-, --, r 31.
(d) vi-:-, 011"ic-2 All persons I -ave
des icjnat e -I.. 1 _-3:?:j a 1 7 t'Ej -.�.Ij withi.n t'i,.irtv (30)
j.'j . - i - - ients
S e c t i o n D- -C a t eq o r --l- of Rep o r t a b 1 e T n r e s t, s ReporL.,?ble
intnrc-.;ts into
R a 1 1' r I n t ^ re s t.: Ln
to which ti.F: -..),,rtains
r r irl
or
�q (2) i,,-J.Les oF of the
d
2 n i I )cate�
uut,;;_:_ ti,.e b(-)-andaries -c, 'urisdiction
or by f e n c y ; a n d
(2) the Fair .,iarket value o= the interest owned
directly, indirectly or beneficially by the
des.ignated employee or :-.is or her family is
-eato- than One '1hOU: s'.n-O Dollars (J1,000.00) i
and
( i) the interest is eit.her:
(A) a leasehold which does not expire within
ten (10) years from the first day of the
period covered by the statement, beneficial
or ownersIr:ip interest held by the designated
employee or his or her Family; or
(B) an option held by the designated employee
or his or her far.: to c, ;ire such urn
interest; or
(C an inters:: or O;)E_` )m rel': 5% a baseness
entity Or trust i:. '. hici? ti -:e designated
e:nplovec, or his or her fa':ily owns directl%-,
1."::]i�c:•i.':-. Or" 0, n:, a. ten t)erl:?nt.
(10�) lntcr.est or treater; : rovided, however,
t' a`_. in t::^ e'.'ent ti': at tn.c, o•.mership
interest o= ti:e (:e, ignited e:z:,;.loyeo or his
or h::r fr-,::-.ily in s.ich business entity or
trust EiSS t:. a:' C1 rty t (.70';i)
I
-he
for th.c. :)•-zrpose of :'_:ragraph (2) ,
re:: I i)r.operty int(_r_rsst or option
rc 1. ' )) to the va' -,,e o' the nro rata share
(')!: t(_' Cif"i.ignate.J e.m1ployee Or 'nis or her
Eam:ily in the real orover*v interest or
-a-
option by the business entity or
trust; and provided, further, that in the
o-anershi,) interest of the
de c7 i ,,,n::-' -_ c2c, ployoe or his or 'Iner family
in suf.; ','),..IS I ress entity or trust is fifty
percent (50%) or more, the value, for the
purpose of Paragraph (2), of the real
Prooer"Ev interest or option relates to the
entire value of the real property interest
or outi()n ^eld by the business entity or trust.
An interest in real property does not include
filer..
Cai01 11 - Inve, invest:ientS in busine�;s
t cs arc' o r t a b 1. e if:
1' :;?.I'[Atv, including parr?nt corporations,
sJ(!;L.-iry Cr t i e relatcA
.5 or other�;is
A.
I 7 i 2 IQ ri r. Z_ v I o c a t. ed
in oart )r n whole within thE' boundaries
of t'he .ithin (2) miles
-,.)r .-:ith,j!i two (2) of land
0 n c -r the or
2. s i n e s F,
a. n t -o u
w In _'10 or.
'n a s cionr] L is i ne-L., s w i th _J n th-e J 'u-risdiction
at ;env ti. c;uriny the two (2 ) years prior
to t--'L,,..e ti-liaL the discloser' statement
OF (-,esiqrat('j V -.3 riled; and
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(2 ) t! -.-e Eair marker: value of the investment of the
c:-Isignated employee or his or her £a,nily is
than One Thousand Dollars ($1,000.00);
an:l
(3; ti -.,e invest:,�QnL either:
(A) is owned directly, indirectly or beneficially
by the designated employee or his or her
family and constitutes a financial interest
in, or security issued by, the business
entity, including but not limited to common
stock, preferred stock, rights, warrants,
option::,, debt instruments and any partnersi.ip
or other o-Inership interest; or
; ) is held by any business entity or trust in
whici, t :: designated e:,iploy(-,e or his or
E -.y owns, directly, indirectly or
beneficially, a ten percent (10-x) interest
oc grta'L.� r, anti cc)r::-stitutes a financial
interest in, or security issued by, a
b, Sinc�S"- entity qualifying under Paragraph
(2) abo:--e; provided, however, that in the
event that the ownership inters- t of the
designated employee or his or her family
in such business entity or trust is less
than fifty percent (50%), the value, for
the purpose of: Paragraph (2), of the
invest:;:,_�nt relater to the value of the pro
rata share of the designated employee or
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his or !;er in the investment
held b-,.isiness entity or trust;
t--Urlher, that in the event
t1--6 r c);- Lhe diesignat-el
or his oc herin such
L ..
bisiness entity or trust is fifty percent
(50%) or more, the value, for the purpose
of Paragrap'Li (2), of the invest! --tent relates
to thf... t!ni-Are vaL i(.- of the irvest.--ent. held
ny thrl '.-�)--i-Iness entity or trust.
An is not reporta.L.,.-.' if it Con-
-.)r deposit in a fiiancial
4
i 1 o n a
t u n i.:.,
-C ,. :,% c, In c; ., rar. c r=
0�-her .,Iebt inst--.i;i,,en-.- i s.:--, j L.
c V 'I,?- a :-,- I
7 C.1
Q
1 .2 .1 CC 0 f
(C) ncc.)7
J.
e n t Inca L r . "'J
.7 1 fl.ia .'I
:3" El n n Ji I r e i (: 1 L C,
j t h r
7
r i. n c1 `-3 1 E, S S
:I c
W
j. 4
jUr� . -i n (II
of J n co e c
y
i -I ID, t o, i 1 oy e c r 1l or her fai
from t! -ie source during the period covered
by the disclosure statement
was Two Hluncired Fifty Dollars ($250.00)
or more in value; or
(B If the income were a ,gift received by the
designated employee or his or her family
from the source during the period covered
by the disclosure statement, the value of
the gift was Twenty -Five Dollars ($25.00)
or more; and
(3) the income was either received by:
(A) the designated employee or his or her
family; or
(L) received by any business entity or trust
in which the designated e:'7ialoyee or his or
her family owns, directly, indirectly, or
beneficially, a ten percent (10%) interest
or greater.; provided, however, that in the
event that the i,ico:ae is received by a
business entity described in this Paragraph
(B), the value, for U -e purpose of. Paragraph
(2) , of the income relates Lo they pro rata
share -o the desigr,ateQ F -._:ploy-ee or his or
her fa:rily in the income of the business
entity or trust.
'IN,21AI'DIES, except to the extent excluded by this
:.3::.Z.:�1401, income of any nature fro:r, any source .located
i' -.in th.o Jurisdiction, including but not limited to
_
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any salary, wage, a-:vance, payment, dividend, interest,
Y"erlt, capital , -
jain, ret�Lirn of capital, gi;f t (including
1 o;:l n , F o r(I v e n e s s C) r
a'1: ;_`t of. L "ood (_)r e r a y e ) ,
:' of discount in the ,,rice of any-
ValIP LVIle"SS dlir';C()Unt iS.- a.vai I. -able to
- r-:-' - I -ficial status,
..._Oers o�- t,e pub'Lic .iithout ruq,,ard to of-
reb-ate, reiinbursement of expenses, per diem, or con-
tribu?_--ion to an insurance or pension program paid by
'-.1._rson other tha- an employer, i-ind including any
--v propert: rest in inc( ie r). s 1.) 0 U s e
T ri c o e 11 al;') inc idie an ou ts tI--"".'d i. nrl_oars. Income
1 3 n c 1 u d e rata share of an-.' income of
ru-
t -,h '_:.-IJi"7idLIa1
r.". in vhi(
o;:ns, , d i r
-, -.---Iv, indr
iirectly, ),ne-icially,
gent 1% L 0 _.... ,rest o r (2a t,
A:1 NOT
:i Lq r coln t r t i ons u r t.,) r t ed
co.., f
itle 9 Govern:t'ent C o (J '
L.1 C.
2) s a. r v nd ..I r (-2. . nt exuens,.:! -)r oer dic,:Tl
r.':'ceived frc,_:. 5r_ -ate or L(.)c,,.L gover.-_;'.c.:!nt a(.-ancy
r C, 4
c) r t: r a -,, i'' s r them
C A CI: -I i c
"C . 1Ca':,.'Lr_-' an i x a 1 -On
-1 ',i;- I- r - r i i.�i t; ` i as b o ok s
.3 t s f i n f 0 f 7..! t n, -1
F;
caleriJars d i ca I
c"' iSed] -,Znj w`.:ch, t'.i.rty (30)
to "ne donor or
a -cc,
delivered to a charitable organization without
being claimed as a charitable contribution for
IL -ax pur)oses;
(5) ,i is or lojans --rom an individUal.'s s:)ouse, chile,
parent, grandparent, gr.andc ild, brcther, sister,
.parent -in-law, brother-in-law, sister-in-law, aunt,
uncle, or first cousin or the spouse of any such
person; provided that a gift from a^y such person
shall be considered income if t" -!e d3nor is acting
as an agent or intermediary for any :person not
covered by this Paragra:.h (5);
(6) any devise or in-heritance;
( interest, livid-nds, or on a time or
de;nand deposi`- In a Financial l�sti.=', t].on, shares
in a credit union or af.-•r ins::rance :-.-)1i.cy, payment..
--eceived under any insurance, policy, or any bond
or other debt instrument i s .:e:a any govern-r:cr.t
cr government agency;
( 'I divider.; s, interest or any other re—_:rn on a
sec:_lrit:v which is reaisterec wit^ t: -.e Securities
an- Exchange 'o-r_=:ission of t e .lit .states
Go rn,cent:;
;)t ion o.. 1 zn, ;
OC Chi!
(11 :l;' Loan or loan`i from co:...lerclEli lf_';'ding
1n-;L.l'.:tion whicn ars_ made in ti56'' 1'---nd.'rls regu-
is u.s ess i') ♦ ��• _i
1. r: �:<,�,arse of .., _..� i n�:� , ;�:) t.._ uv — _ 'able to
,e2;:.). r -s of the ;-)uh1.ic wi}noat recur:i to official
-14-
status if:
LI S t c, i as e t h e rp r i n c i p a I r e s etri c e
:);il—.,....... owed doe�i not- excr.ed Ten Thousand
aiy inklebtedneis crezitcd as part of a retail in-
stallment or ci:E-,I;it card trant.-,action iL' made in
the lender's re^Lilar course of bLI.SinCSS on terms
available to fy, e.e..ers of the public ..,ithout regard
r. -
of
f7ficial stat,ls, so long as Lhe nalance owed to
e c ced it -r-)r s dr>_ s not exceed 'Peri TIT" )usand Dlol 1 a rs
e - UI,.- ) . . .
a eii-.-t, income fro„ ;.:my ,-..,ource
4',ie JurisdUction and n,-.)'- do4n- e s ,
�L L L ; bu s in F
—in t- .'-.:a-ri.,:.;Lction, not r 1. a n n r.7 to do
LI 1C L; s is ,_JLjI.j%.;cjjC-tir)!j, :Jot
'-.in the Juriscil',_,Lion durin-, tht%
Lhe L L,i n )ir
y (2 C !L2 :,> �
-.—LI,er action iS r (30 LI i r e dl I,.' c
- by this ' od
nc( � c whi&, is, a for.,ier employer
-xitic ror'. c
all h
,Lo:n the emAover ,,. .?;,F) receiv-ed
v or a r u .2,d .?e' de c; i q n a tr., d e ino lov e r
e p ior
ted e -co-)
he she became a loyee,
inco-:.e ,_ceive-d in the norrIal course of
:e proviois c..' '_,-D-j",icnt, and t�,iere ...,as no expec-
-j io,FAt the time lie
Li by t".Le -;�7�Loinated e -ITI 1) 1 7 L� r,
sine, a:;S'J']lf'O ne de,,_;iqnated position of renewed
for.,er (-,,niployc2r.
(15) Payments rec il'f.d under a defined benef it pension
o.L._;n %3u; l l f _ .. ?C]er int, ?:"'1S 1 Z�.'1E?nu COdf? Section
?:01(x).
(d) Cate•;ory IV - Su _Ul]YCE'si.ior' includes
ln':'cstments included in Catec:c II ir, busin`:'ss entities described
therein, and income include(` i-1 Category III fro,-: business entities
described therein, if such bu�i;-:ess entities :Manufacture or sell
supplies, machinery or equipment of the type utilized by the
Agency.
(e) Category V - Contrci::)rs: Category V includes invest-
ments included In Category II business ent:itie:i dE_scribed
therein, ami income include(: in Category II frc)::. business entities
described therE.>in; if: SUCil enti.ties ar(. contractors or
SUbC:Oni.C,ACtOr:S :inga,,je:i in ti'.°. _' fUCIT1uf?C:E? Oi :701: Or CiC:ry ic(''i of
ti,e t;' )e Ut11' -7 ed the Ag -r - .
(f) Category' VI - Fin....,_. .:3 Instituti':,, .:i: ate(;;)rVI
.. C=.tegory TL in ;S].':'':.i i entitles
desCri)ed ti'.F_' -: i'1, and inco!r..'' in Cate—go; I i i from
busim_sis ent i lii� . ...herein, i i)us i!.,_':i i entities constitute
1('.)=1 f1 ci`i:i':,.._....1nvest—
intent compani":=, title c:r:.mpani.,:_=', financial consul tants or data
processing
Section 2.6 ---ContEent c-- _. IU�iUr%_ :itc:t=?""C_�_ ; CateUry I
•
i)1 ClOSI _'f.' St: C-......:'lt:. I- E'](s O be f L.1i'Ci mor re?:,or=able interests
`i1)�' )Lf ie:., l.n-(?_i;')r'j I ''=i::a11 C:....:.i91,i t'..-. `_Oi10'r; ... _ ?for`lation:
car ot;.... : ecis�� l oc_:t ion of the real property;
Of t::'.'1 r -._t ire of ti'Le intf,?rost— in the real
property;
(C) A snazo7wnt of whether the fair zarket value of the interest
excnOno i �Wiari 1,100.00) hot door not exceed Ton
7�n;vaqi Dollifs V__hear it exceeds W4 Thousand
IWArs but does no: exceed One Hundrel Thousand
Dollars or whether it exceeds One Hundred Thousand
collars (S100,A0.Q0); and
(d) In the case of an interest in real property wholly or
partially acquiral diring tho qnfiod covered by an annial diEclosure
sLatement, the Aa:e of acqAisitian and, if such interest in such
property was disw;3ed W darinq sAch period, the date of disposition.
(a) Faf nar;ises A disw;iare under this mectLon, "interest
in rLal propurny" tons n,7 Enclu": the principal resldpnce of
the fiWr.
Section
2.7 Content of
Disclosure StatemenLs;
Cateclory Il
Dnd-!.ejatee
Camegsrieq. hisclun.-
_ statements CCC, zLrod
to be
Cor reportablo
i27irustq spowiMol
in Catojory 11 and
invest�unts
.p"cifici in "n n, 5n' :1 shall contain tno tollouin.g
iWar:ation:
!a, T�v ns -w in& n1drogs W the husinasq entity in which
eacn in7estnenz in Mid;
10 A gaqnrol description ot the hisiness activity in which.
We nr-�i; is enjann�,-
W; A Foato-ont of thn naitre of the investment;
(0) A 4oatoinnt of w4vzter the fair market value of the
invcstnent wxcWe ThousanJ M.bars (0,000.00) but does not
nzco"': 7-n 7:%.:,nnw Dollars P13,001.00). whowher it uxceeds Ten
AwaSind D011ari '310,OnO.00) bUL does not exceed One Hundre,,
-17-
Thousanci Doli=rs ( S100,000.00), or w1hether it exceeds One Hundred
Tilousan:-: Doll= _ .. ( S100,000.00);
:.e case oF an _fl'.�::�t'fi'.'tlt �oiich constituteg fifty
I-ercent oL' the ot•:n�;rshir) interest in a ousiness
entity, disc _,re of the lnvest�:ents an:l interests In real
property of t-- ':isiness entity;
(f) In t .c. case of investments wholly or partially acquired
during tine period covered by an annual disclosure statement,
the date of ac::_:i iti.on and, if such interest in suc . property
was dis:)osed f--'jrincl such period, the date of disposition; and
" j .'Jr �-JOses Uf Jisc1''1 are liC]C�t?r this article, "interest
In rea1 P, r.0es no:. 1 r1.nc1pa1 resi aence o
ti. , f. iler.
Sect-ior _Unt.en o�-M.LScJ'o,,re Statei;ient;_Category III
anci CO c: i1 initial('71ST:lUSure state -
men t- for whit . _s3ources n ot be retort _ i s c 1 o s u r e
St. It E7, r _ _-. _.,, _.0 Ci=.' r11'.... : 'i:- .`•C)rCaL71e Fi specified
In Cate Tory r_. :.n.a income sources specified in ..ate -orles TV, V
and VT shall ,...,..fain the foLl.-)wi:^': in )rT�F_lUt1:
(�) '.�: and c aC7r'_: C eac. . sourc=_' of: lncolne aggregating
Two rlunarecf is D-Joilars or more in Value, or Twenty
i'1�ie Dt)11?r._ .)li) or '?U L" 1:1 ':';1i1C_' Lr the1I'?cO:^ riav a gift;
( C)) _r_ni (1escr iz ..i(..).. oL C`1 e c)usine:3 s aCtiVit:y, if any,
of eac
(c:) ag:;re(l ate.. val.le o= income from
C.'ciC;rl so'_:rCe, - --'.e case r)-- lU• n, `he hli,jhe :; t c:".Uurit owed
to eaCil SUU=" '_, iii cat 10-a5t ilun,,Irecd Fifty Dollar:., ($250.00)
-13-
'K "MC.. Moliars ($1,000.00), whether it
. I L. 1) t a s 0
n x c C I
rs ($1,000.00) lu w - n t
S10,000.00), or- w,.ther it
TLhousand ($10,000.00);
-r'-)Lion of the consideration, for which
J es c - L i f a n
t' -E: incomie was received;
(e) In Cie case of income constituting a (1 Li't, the amount
-
and the date on the gift was received;
L L- C'.1,;e Of a loan, the annual interest rate and the
. .ven -orth-n.
,-.? lo.
.n.
n case of incorro, of a business entity, in which
gn ,jr- his or 'ner family ownr; percent
Of
e a n (3 a d d r e .- s a n d a y e n (? r .-A L 7-::'2 S C r 1) t i o n.
'0 `1 s entity;
ncrzivil�y of ti;
)r nerson from
-ata
t i ::lei 1v P r r.
from Such erson was
zznare -.)f gross e c e i1r.) t s
-'_-'jual to c)c jreater than Ten Thousand Dollars
-
�i:j a c a C
I t 71)0:�itic)n ;)i:clo�;UrE.1. -41hen man'7.3emient posi-
a desi,,-,nat-ed shall
renor
ss of, ��acr. en
n,.., a (k 1 t v if, "ah.1C.1 he or
ic.c, trustee, omp or in
o -v
f r1i e
cr
C1 7.-.. c, n i �iotion
tAo.-I j_�' i -Lia
I L v i. t v 1`'t w t- h e b u s i r (--. 5; s e n t i is e nc aged ,
T; lcrv c. I s ?.),o i ion w i th the bus i.'i ?cis C, n t i tv.
x19
i Acquisition or Disposal DUrinq Reporting Period. In
case of an annual orOffice statement, an `nvest-
I k- - I
OC 1"if-_er-e s n real rty was pa rt i al. ly or who I 1� acquired
or of 6irinq the p('ri-oJ covered by the statement, the
-.r--.--ent shall contain the date of. acquisition or disposal.
Section 2.9 Form of Disclosure Statements. Disclosure state-
ments required to be filed hereunder for any category of reportable
interests shall be on the forms prescribed by the Fair Political
Pi:-.,,--ticL,s Cor..-ission, which scall be as shown on Schedules A -H
nclusive of Form 730, attacned 'Lhereto as Appendix "B".
DI Sr,) --.'AL, IF I 'CAT I ON
-:e-tion 3.1 General R -le. Desianated employees have a con-
flic'_ oc interest-. and shall disqualify the: selves Erom making or
1:
c i p a t i n',- in the any governl7iental decision ,.then it
iSz rn,sona;)!,., foresocablp Lir th CteciSiwil I 11;_IVC a S1.qriiEicant
0..
._._ct on a fi.ancial intel-u-st of the desi-na'..od (--- in p 1 o y ee A
a_,;1 a, t e, I C. i,, -'1-o L -2 r e c,,:.i i r ed, i::) d i s clu a I i m s c- L f
4
-eL-,,,)ect t,-, any matter w' -,:ch Coi'll not be leg 1 v acted upon
L I -
decided wi his part-ici;'.ation. TL�Ie fact that the vote of
a es i
-3nal--ed employee who is on a voting body is needed to break
lier.'onot- rrak� his or t)articipation legally required for
e c t i i 3.2 Go,:ernmental -DeCi s ions; Actions Included.
ij n L
makes governmental decision within the mean-
F --n he or she, ac,-inq within the authority of
t�i!F3 Acle, whic
Jr h (, r no
-20-
on a ;-,iatter;
T.:)!-,c)inl_-s a !),,�rson;
(c) ig.t-es or i t s, t^E Agency to any cot, rse of action;
(d •;InL::c-:-z into on behalf of the
C C) r
(e) DrUter,-,%line.,; not to a�:t, within the meaning of subsections
through (d), un1-....,-,_9 such determination is made because of
'-As or her financial interest.
1 n:.� '_- 1 not t0 j! C t (DC C U r S 0.- c a. u se of h i s
c.r her 1_inari:--i:0L int:erest:, t...." -iignatr!d emplovee's determination
b: .3:�%cl,,.rof the Fin-ancial. interest made
t
r t. .2 C. "I :I I i r d s , o made in writincj to the,
-;i-
n,,, allipol nt ing powQ as appropriate.
i, c. - in n Dec i s ions ct i n s I n c 1. U
Sectio: 3 . 3 A
t
OyC�t. C., i r -1 tilr,. in., I o� a rovern
Men :.I]
-len or she, acting
t h C, 1r. t i c I c I
C 10!'.
n
(a) bates ;i 1-hou: n i E icant SLI I,)s tarit i ve review With
i '_ .",,rson r-,2, 3n- decision;
r i,, en t ori - .-, , -:. .. '_
jard- .1
vision -maker,
b) Adivis'es or make,,; to th!.. 'i(i.
dirc-c-_11, -.)r W-1
c or n %7 (7- 'L
...) which require
`_.he part. of the desig-
M,11 thO Of Wl'iCh iF, to
iri: *_..,. or
(2) preparing or presenting any report, analysis
or opinion, orally or i:1 writing, which requires
the exercise of ]ud g,!-2-.1` on the part of a desig-
nated t::_:• --ir_pose of which is to
influence tk;(' .:'_-cis%ion.
Section 3.4 Making or Participating in Decisions; Actions
FXCluded. Making or participating in the making of a governmental
decision as used in this Article shall not include:
(a) Actions of a designate) emp.lcvee which are solely
ministerial, secretarial, manual, or clerical;
(b) Appearances by a deli• nated e--:-.)lovee as a member of the
general public before an agency in the curse of its prescribed
C��`leT"nifl(':1tal function to r'.: present, hi' sE. _f or herself on matters
related solely to his or iter personal interests; or,
(c) Act ions by a •!des i:jne` ^mplovee relat.in( to the comoensa-
tion or the t.'?_.::s or conditio-1 ; i)is h:'r employm nt or.
C,. T1 :C t.
_.CCt1C:i 3.''1tE'rla- ___mac of Fi-.aricial int—gest. A
designated :?:..1fDLL-ee has a fir:.,^c:ial int( rest in a decision if it
is reasonahly foreseeable that t.: -.e dr_ci-_or, will be significant
Witilin ti'lf' o`" the (7E:1''.eC"al st:;nJc._..aS set fort'. in Section
3. 1 above. Corsidleration shall be ,gi've'r. to the folio-.;ing factors:
(a) t..:•'r, in tc a s a bU- n e s S entity in which the
a:).tic official hold, direct '.)r in(:lirlect investment of One
i .111d 0011 rs l , i, . •..00) or .:.:) "e or in the case of a business
�_•r.�.i r..� in ..''t:i�:. tf:(� 1;�1. is OL"i :i�l is 3i rector, o icer,
partner, E'.f?.;?1��'_ E t , tr lS`_E:E' UC" f:'") ::> `l';' `.)sitlon of management,
('f foci O' t!,e decision wi !L . Lo i:1CrEtaS(? or decrease:
-L2-
(1) The annualized groes revenues by the lesser of:
(A) One Hundrul TWusand Dollars (5100,000.00);
or
(3)
One PorcaM ?Q)
if it
is One Tkousand
Dollars (91,130.00)
or
more; or
(2) Annual
net incone by
the lesser
of:
(A)
Fifty Thousand
Dollars
($50,000.00); or
(B)
One -Half (1/2)
of one percent
(11) H it
is One Thnasand
DoLLars
(SL,000.00) or
more; or
(3) Current asnoW on liabilities by thn lesser M:
(A) One HunJru6 Thousand Dollars (SL00,000.00);
or
(B) One -bat( (L/2) of one percent (11) H it
is On, Thnisand Dollars (51,000.00) or more.
Current assets are den7V to he decreased by the amount
as a result A i qovernmantaL
decision.
(b) WhezVor, in the case of a direct or indirect interest
i2 foal property of One Thousand Sollars ()1,000.00) or more heM.
Ky a public oEficial, the KfocL OE the decision will be to
in:ranse or decrease:
(1) The income-producing potential of the property
by th- Wiser of:
(A) One Thousand Dollars (SI,000.00) per month;
C ) _L
(B) Five percent (51) per month if it is Fifty
-23-
Dollars ($50.00) or more per month; or
(2) The fair Marr:E�t value of the property by the
lesser. of::
(.r+ ) Ton Dollars ($10,000.00); or
(3) One-half (1-/2) of one percent (1%) if it
is One i,ousand Dollars ($1,000.00) or more.
(c) Whether, in the case of a source of income, as defined
in Government Code Section 87103(c), of Two hundred Fifty Dollars
($250.00) or more received by or :promised to a public official
within twelve (12) months _prior to the time the decision is ;Wade:
(1) The effect of t;:e decision i•:ill be to directly
increase or d_crease the amount of income (other
than rents) to received by the official by
One Hundrer7 F)c1 l ar.s ( $100.00) or more; or
(2 Phere is a nCY;lf; betder—i thE.• cov-ernmental decision
anA the 1>ar.l�c;:;._ For which t, -.e oEilcial receives
1:1�U:Ile; or
( 3) In the case o` a. source of: i:,co;r:e which is a
business entity, the ous .nes s entity will be
;.::,(.r. cle..,.._1::_a in stilisection (1)
abo%,e; or
( E) If. t'r,e s„):: -._.- inc():",'.� P3 not ._ business entity,
L1:11. Uc'cls1Un ?: ] i 'L :1dve a fila nli icant effect on
_:� any :)'::. r circ)°, is ion contained in this
SE_ction 3.5, t:—.e maI-,inq or. .,.. r:ic4:.,:tion in the making of a
governmental decision by a c )r:t.'r -::ct cons.11tznt or by a person
-24-
re ta i n e1i Lo provide, in Co t ion, a ice, r_(.!C1()M,1l('!11f3 a t- i oil or cou rise
hz matc�ri a I f inaric i a 1 0.-1 a bUriine.,;s entity or SOUrCe-
I r. C n w!'1 i c SUCK C-0 L -,i o r per:zon r tained i:3 a,
lo )r p i
ZI r tner, if the on1v
C A-! IL Q I LE e C :73 C. c o- e tite i,,-) i c a t i o n , r e r t u a -
r
t i o! i c i: re n, -- 0, v., af 1 L c o n r- a c u r) r retairl-2r agreement anti/ or
t o,_)ortunitv to A')i' on a project or contract.
Section 3.6 Notice of iLction Taken.
A '.-or--ice orL Action Taken:
If a
ef",
d e.; n ate d e,I
m�.ovoe c;F.,L[ or herseLf F -o -E, tle
')r 4-_!;:L: :z t i n,q n a c](2-CLS1on, upo!
c a r L v c
.. . 1. ". L.S
'C 1 r S a u o c n
t i n i tc% co, i
E.: c r e t a rI s 1-,;a I I o c; t -a c e J_ A c t -i o n T ak en las s oon
pr: c t i c a L) 1. n - co: -?m =''.e.^.511a..
e rid 1 x L'. L.a:l c
t i a 11 J n C) r M 01: E n
rc, r. n e 1nco,_,j0 t. J-1 (a r e 4
n a na 1. L b e
C A. u u -,; A A-- oil e-- -1E_aL7 door 0:: the r'!rjular
plac- of the �overn.ing bod-,: 7 of" 7',,gency.
C 7 n El 'L7 V P F; t 4 1 Not. icp of Ac'. ion: Cr
V�j
n z -.cat y c o; m 1: it --A-:! to a definite course f
„n c nd, n,, i saual i F ical ion h a-;
ar
(Ev., cc L e e c r, to P'Ost
on at t`ir, i-e and i)lace F -.,--t
.o- in subsec _.L
J n -.ii -A SL1i`.-",(.1Ct1on.
c of Piling; Elf-lect
-.....'u1: c t T n 7 that l :o ice has been oos ted
'.J1":, t to , . L 01 !1 1.; f a r i t t r(''(fuer3t for
reconsic3errtior. or :3is:1pproval of any AgE?ncy com:;�itment on the
ground of existence of a coni -.Pict of interest of a designated
E?nUl(Dye,' shall :-)e filed with the Secret-ary within thirty (30)
days of the r)os:ina of said Notice. In the event that such a
request is not Li.leci, said co:n!nitmer.t an',` decisions made with
regard thereto s:,all be final and conclusive.
(d) Reconsideration Upon Filing of Request Therefor: In
the event that a request is filed with the Agency pursuant to
subsection (c) hereof, the Secretary scall direct said request to
the Agency governing body, officer or e7...;1oyee responsible for
t's:-, Agency cc)-.,:it:nc:r.t in question an,.-, body, ofEicer or
sh : _ i caUS'':• said C(,-)Ill:n i t!r.ent Lo .)e recor'. =11dered.
ART [i. `1,.. T
1.1 I S C E.iceLA_..:'Oi_i
Section 01p-,.
(a) :n`.-esign-ted employee w::O i. uncert.:.:-1 of any
obii ,,ati on -Ari inca under the Provision,; of- this.- ::ode or the
Pol?ticaL L",ct of 1974 ':Ocie? :.,:tion £31000
et se -..i.) , recxue =t a form, --al uoinior. or letter of advice from
tt:cr rair PcIL:`_ic 1 :)Tactic :,, ;om!nissicr. !".arsuant to Government
C.)dQ Secti.o:', 83114, or an opinion fro --r. t: -e attor^-_r for the
in this Section the at-or.ney to issue
(h) the (!mul ov;?c' t r-..Athtul l_ Ji sc-loses all
an ,..i1.I1].C)Cl 0r ..Ir .tt^n r)rC: ld^_d by tLlf2
Coal �i;ssi)r, c )feet , Cie desic.irlated e,,,.c)ic,-ee fro..,. achr.1nistrative,
civil an).. . ri -'.i;lal _:c iaLtics 1-O the ext nt provi led for in
liC)'i'_rCl'E:::`.: :' C'i:tlOC1 8.;1 1�k. 'T: the C:E"'signat•^J e.-Mihas
-26-
t -1--J .-" .' L I y (I J. - c 1,)s (, (I a 1. L ma L -I-.. r.- i :., 1. L a c t- s to t h e attorney f o r t h e
an(I ;%.-I jrr) ,
I 1');%t
t w attorney stating in
4
x hbclsed, c(.)--.-.)Iiance
C "IS a n a ...' %.': ic " the opinion is
be C-vidlence of
I n� I cyj �r ji
SCE,
s u;-- 7" t
J1 i i i ni 1 dino brCu3, 17 L;
L
_i:1 V
to c Political i"i c: t- Gover.mr;,ent Code Sect --ion 81000 et
se(.. In am';ition, the ;csi,-mated, employee's good laith com.pliance
with the opinion of the attorney for the Agency shall act as a
se ''!n` 7jsc1plina. r',j action the Aqc-ncy may 11-
inq
cin. `r. C;overri ('?nt c,)'— c;ection 91003.5.
C- J. Q, by t1he Zit.torriev .:)r the
+ C.(')
-— = s:.zill. be Jelivi.-,!-.-] 'C'he J. e. I 19 na t e d
to tl,'io Fair 'P-'.)Ii.ticaI Practices
n s' -I -I I he 1. n el j I Fl I th e A e. n c
c. o n n :,-.a,,, k t , 11 ! "
Z� 0,-j j. 4 b y r e,
I s 0
J v n it !non
..'.I I-; L L I e f (2,,-- t ani) i 1! 1 t ak e e ec t
I c" "I i V ;I L'! e ri e s' i 1 a t 0 d e."1. o e.
is ha�'; Forc(-�
.2
o Ix.—I -4.,.j n 31 z"d em-) s violati.nrl any provision 0
4
Str t i v (3 e n a 1 a n 1-1 C i V - .1
C,: e =oT: ACC., v e I:
'D !-.I -L
r- c o-" Statuccl of Limitations. No Judicial proceedings
j
..10;I of this CoJe shall be
"ode ':;(2.ction 910103(b) to retain
-27-
the-) eM.'C'Ution or to set aside oLfficial c-.Iction of the Agency unless
con:-,ence!,-] ninety (90) days folloviing official action or decision.
LS!.-: 4/17/3._
-28-
L X A
De i n a t e d !, C, 4 1 S, Categories
- onsultarits* 1, 11, 111
."he Word is
in Section 1.5(b).
A position
is- a
the Agency is riot
a desi,,,-nated
c,osttioll
inition is satisl-i(_'.d.
C 4
r.,,z e r i n c f)ris u 1 t zi n t
arid a bc) n J
q
11 not be e. conSUlti111L
'herein.
_
t(_'
f 1-i T. a e
F) Dy the gavel-ninq
oc):;-,-
0
thaL the :rv-Lco
c; a`7
r o c' to c o, i F, i I t- a n t s i-
ta i n c
a
[A A
APPENDIX "B"
FORM 730
Statement of Economic Interests
For Designated Employees
(Instructions attached on Page 13)
Please type or print In ink
STATE DEPARTMENT AND UN'T OR LOCAL AGENCY
NAILING ADDRESS
Check the appropriate box(es):
17 INITIAL STATEMENT: The Conflict of Interest Code for your agency becomes effective on
You must file a Statement within thirty days after this date disclosing your reportable interests held on
this date. You are not required to disclose income, gifts or loans on this Statement.
❑ ASSUMING OFFICE STATEMENT: You have assumed office on
U Position subject to State Senate confirmation — file thirty days after appointment or nomination
0 All other positions - file thirty days after assuming office.
You must disclose all reportable interests, other than income, gifts and loans, held on the date you
assumed your position.
ANNUAL STATEMENT: You are required to file a Statement no later than
disclosing all reportable interests held or received during the period from January 1, 1980,
December 31, 1980.
through
�1 LEAVING OFFICE STATEMENT: You are leaving or have left your position on
and must file a Statement within thirty days of that date. You must disclose all reportable interests held
or received during the period from January 1, 1980, through the date you left office.
❑CANDIDATE STATEMENT: You are a candidate for elective office. You must disclose all reportable
interests, other than income, gifts, and loans, held on the date you filed nomination papers. You must file
this Statement within five days after the final date for filing nomination papers.
NOTICE TO ALL FILERS: In the event you are given an assignment which may affect your
financial interests you should consult your agency's Conflict of interest Code for guidance
concerning discualification.
FILING OQFICER I TELEPHONE NUMBER
* it this is your first annual Statement, see the instructions attached to this form for directions on
modifying the period covered by this Statement.
STD 730 19/80)
THE FOLI VING SUbMURY MUST BE COMPLF D BY ALL FILERS
rSCHEDULE A -Investments
t I Schedule not applicable to my Schedule completed & attached ❑ No reportable interests ❑
disclosure category
SCHEDULE B - Interests in Real Property
71 Scnedule completed & attached ❑ No reportable interests ❑Schedule not applicable to my
disclosure category
C -Investments and Interests in
Real Property
Held by Business Entities
or Trusts
❑ Scnedule completed & attached
rrS--C��`!ECULE
L! Schedule completed &attached
❑
No reportable interests
1:1
Schedule not applicable to my
disclosure category
SCHEDULE D - Income (other than Gifts and Loans)
❑ Scnedule completed & attached
❑
No reportable interests
❑
Schedule not applicable to this type of
Statement or to my disclosure category .
SCHEDULE E - Loans
Schedule completed & attached
❑
No reportable interests
❑
Schedule not applicable to this type of
Statement or to my disclosure category
SCHIE7 cGifts
L'7—;Scnedule completsc & attached
❑
No reportable interests
C1
not applicable to this type of
Statement or to my disclosure category
Statement
SCHEDULE G - Income to Business Entities
r^
I Scnedule comDlered & attached
❑
No reportaole interests
❑
Schedule not applicable to this type of
Statement or to my disclosure category
SCHEDULE H - Business Positions
Scnedule completed & attached
❑
No reportable interests
❑Schedule
not applicable to my
disclosure category
IMPORTANT: if 1,oxes are checked fcr all schedules above to indicate "No reportable interests"
or "Schedule not apoiicable..." you should detach the schedules and file only pages 1 and 2.
If you need more space on any schedule, obtain a supplemental schedule from your filing officer.
VERIFICATION
1 declare under penalty of perjury that [ have used all reasonable diligence in preparing this Statement and to
,he best of my knowledge it is true and complete.
Executed on , 19 , at
SIGNATURE
All of the information required by this form is mandatory, is required by the provisions of the
Political Reform Act, Government Code Section 81000 et seq., and will be available to any
member of the public upon request. This information is to be used to reveal to public scrutiny
certain financial interests of public officials and employees in order to disclose potential
conflicts of interests and to aid in the prevention of actual conflicts of interests.
aa;e 2
ST: 730 �918W
NAME
SCHEDULE A - RWESTMENTS
Investments (of the type described in your disclosure category) owned by the filer, spouse and
dependent children aggregating S1,000 or more in value.
STREET ADDRESS OR PtECISZ LOCATION OF PROPERTY
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
NAME OF ENTITY
CHECK ONS
NATURE OF INTEREST, E.G.. EOUITY. OPTION
IE]
VALUE
aVALUE
DOES NOT EXCEED 510.000
❑VALUE EXCEEDS $10,000 our
NATURE OF INTERESTS, E.G., COMMON STOCK, PARTNERSHIP INTEREST. ETC.
DOES NOT EXCEED $100,000
QACOYIR ED 1 DATE
1
a
VALUE EXCEEDS 510,000 OUT
EXCEEDS 510,000 BUT
STREET ADORESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
DOES NOT EXCEED 3100,000
I ❑ VALUE DOES NOT EXCEED $10.000
DESCRIPTION OF ■USINESB ACTIVITY
GENERAL8ACQUIRED
I DATE
I
VALUE EXCEEDS $loom BUT
•
E
DOCS NOT XCEED 0
DISPOSED I
IEl
VALUE EXCEEDS $100.000
1
DISPOSED 1
i
MAMt OF ENTITY
_ _
I CHECK ONE
VALUE
EXCEEDS 51o0.000
7
VALUE DOES NOT EXCEED 510,000
NATURE OF INTERESTS. E.G., COMMON STOCK, PARTNERSHIP INTEREST, ETC.
•
❑VALUE
EXCEEDS $10.000 BYT
DOES NOT EXCEED S IOO,000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Q ACQUIRED 1 DATE
'
DISPOSEO I
f
VALUE EXCEEDS 5100,000
NAME OF ENTITY
CHECK ONE
VALUE DOES NOT EXCEED S10,000
NATURE OF INTERESTS. E.G., COMMON STOCK, PARTNERSHIP INTEREST, ETC.
i
VALUE EXCEED{ 10,000 BUT
❑
DOES NOT EXCEED 5100,000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
a ACQUIRED I DATE
I
❑ DISPOSED I
I n
VALUE EXCEEDS 5100,000
NAME OF ENTITY
i
1 CHECK
_
ONE
i
❑
VALUE DOES NOT EXCEED 510.000
NATURE OF INTERESTS, E.G., COMMON STOCK, PARTNERSHIP INTEREST, ETC.
'
VALUE CXCEEDS SIO,000 BUT
DOCS NOT CXCXED SIoo,000
GENERAL DESCRIPTION OF MUSI14CSS ACTIVITY
I
ACQUIRED I DATE
LL���7JJ
1 1 DISPOBED !
�1
I' I
VALUE EXCEEDS 5100.000
SCHEDULE B - INTERESTS IN REAL PROPERTY
Interests in Real Property (of the type described in your disclosure category) in which the filer,
spouse and dependent children have an aggregate interest of 51,000 or more in value.
STREET ADDRESS OR PtECISZ LOCATION OF PROPERTY
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
VALUE DOES NOT EXCEEDS10.000
NATURE OF INTEREST, E.G.. EOUITY. OPTION
IE]
VALUE
DOES NOT EXCEED $10.000
❑VALUE EXCEEDS $10,000 our
i
DOES NOT EXCEED $100,000
QACOYIR ED 1 DATE
1
Q DISPOSRD 1
VALUE EXCEEDS $100.000 '
EXCEEDS 510,000 BUT
STREET ADORESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
U
I ❑ VALUE DOES NOT EXCEED $10.000
EXCEED S100,000
MATURE OF INTEREST, E.G.. EQUITY, OPTION
I
VALUE EXCEEDS $loom BUT
I
E
DOCS NOT XCEED 0
ACQUIRED i DATE'
I
1
DISPOSED 1
i
I VALUE EXCEEDS 5100.000
See explanations on reverse side
Page 3
STO 730 ,9 '901
STREET ADDRESS OR PtECISZ LOCATION OF PROPERTY
I
CHECK ONE
IE]
VALUE
DOES NOT EXCEED $10.000
NATURE OF INTEREST, E.G., EQUITY, OPTION
i
1
VALUE
EXCEEDS 510,000 BUT
U
DOES NOT
EXCEED S100,000
�
ACQUIRED DATE
C
1
DISPOSED 1 _
_ _
0
VALUE
EXCEEDS 51o0.000
See explanations on reverse side
Page 3
STO 730 ,9 '901
Schedule A
INVESTMENTS
"Investments" are any ownership interest in business entities. The most common kinds are
stocks in a corporation, partnerships and sole proprietorships. Reportable investments do not
include bank accounts, insurance policies, government bonds, interests in a diversified mutual
fund registered with the S.E.C. under the Investment Act of 1940 or a common trust fund created
pursuant to Section 1564 of the Financial Code. If you are a beneficiary or maker of a trust,
consult the detailed Instruction Manual or your agency's legal counsel or filing officer.
Schedule B
INTERESTS IN REAL PROPERTY
"Interests in real property" include ownership interests, options to purchase, and leasehold
interests if ten years or more remain on the lease. The value of a leasehold interest is the total
amount of rent owed by you during the period covered by the Statement. An interest in real property
is not reportable if it is your principal place of residence. However, if your principal place of
residence also is a place of business, e.g., a family farm or retail business, you are required to
disclose that portion of the property which is used in connection with your business activities.
Page 4
STO 730 .9i'90)
NAME
SCHEDULE C — INVEM.- LENTS & INTERESTS IN REAL. PROPERTY
HELD BY BUSINESS ENTITIES OR TRUSTS
Investments and Interests in Real Property (of the type described in your disclosure -category) held by business
entities or trusts in which the filer, spouse and dependent children have an aggregate interest of 1010 or greater.
NAMM OF ■USINUS5 ENTITY OR TRUST
INVESTMENTS HELD BY BGSIXESS ENTITY OR TRUST
INTERESTS LV REAL PROPERTY HELD B Y B USINESS EIVTIT Y OR TR UST
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
NAME OF ENTITY
CHUCK ONE
❑ VALUE DOES NOT EXCEED 510.000
NATURE OF INTEREST, E.G.. EQUITY, OPTION
❑ VALUE DOE! Nov EXCEED $10.000
VALUE DOES NOT EXCEED S10.000
i NATURE OF INTEREST, E. G.. EQUITY. OPTION
NATURE OF INVESTMENT. E.G.. COMMON STOCK. PARTNERSHIP INTEREST, ETC.
OATS
G ACQUIRED I
EXCEEDS $10,000 BUT
I
DISPOSED
aVALUE
❑VALUE
DOES NOT EXCEED 5100.000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
u ACQUIRED DATE
DOES NOT EXCEED SIOO.000
1 DATE
Q ACQUIRED
DISPOSED
VALUE EXCEEDS 5100.000
NAME OF ENTITY
CHECK ONE
(� VALUE KXcEEo! S10.000 ■UT
aVALUE DOES NOT EXCEED $10.000
NATURE OF INVESTMKNT.E.G., COMMON STOCK. PARTNERSHIP INTEREST. ETC.
DOCS NOT EXCEED $100.000
❑ VALUE EXCEEDS S I0.000 BUT
'
DOES NOT EXCEED $100,000
' GENERAL DESCRIPTION OF BUSINESS ACTIVITY � ACQUIRED OATS
DISPOSED !
VALUE EXCEEDS 3100,000
NAME OF ENTITY
CHECK ONE
i
❑ VALUE QOKS NOT EXCEED S10.000
-
NATURE OF INVESTMENT. K.G., COMMON STOCK, PARTNERSHIP INTEREST, ETC.
i
VALUE EXCEEDS 510.000 BUT
__
❑ DOKS NOT EXCEED $ 100,000
1 1KNERAL DESCRIPTION OF OUNINESS ACTIVITY
ra ACQUIRED 1 DATE
i 1 ^ I DISPOSED i I
VALUE EXCEEDS $100,000
INTERESTS LV REAL PROPERTY HELD B Y B USINESS EIVTIT Y OR TR UST
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
I CHECK ONE
❑ VALUE DOES NOT EXCEED 510.000
NATURE OF INTEREST, E.G.. EQUITY, OPTION
I{ D
VALUE DOES NOT EXCEED S10.000
i NATURE OF INTEREST, E. G.. EQUITY. OPTION
a DOES NOT EXCEED $ 100.000
OATS
G ACQUIRED I
I
DISPOSED
aVALUE
EXCEEDS 510.000 OUT
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
DOES NOT EXCEED SIOO.000
1 DATE
Q ACQUIRED
NATURE OF INTEREST, E.G.. EQUITY, OPTION
DISPOSED
(� VALUE KXcEEo! S10.000 ■UT
VALUK EXCEEDS S100.000
1 STREET ADDRESS OR PRECISK LOCATION OF PROPERTY
CHECK ONE
❑ VALUE DOES NOT EXCEED 510.000
NATURE OF INTEREST, E.G.. EQUITY, OPTION
VALUE EXCEEDS $10,000 BUT
1
a DOES NOT EXCEED $ 100.000
OATS
G ACQUIRED I
I
DISPOSED
VAL UE 6XCt KOf $100,000
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY
CHECK ONE
J VALUE DOES NOT EXCEED $10.000
NATURE OF INTEREST, E.G.. EQUITY, OPTION
(� VALUE KXcEEo! S10.000 ■UT
DOCS NOT EXCEED $100.000
Q ACQUIRED DATE
I
n ouPolKa
VALUK EXCEEDS S10O.000 !_L_
See explarwPons on reverse side
Page 5
STC 710 19i 901
Schedule C
INVESTMENTS AND INTERESTS IN REAL PROPERTY
HELD BY BUSINESS ENTITIES OR TRUSTS
If you, your spouse and dependent children collectively own more than 10% of a business entity,
you must report your pro rata share, if worth 31,000 or more, of any investments or interests in
real prcoerty which are held by the business entity. You must provide the same information that
is required for any other investment or interest in real property. If you are a beneficiary or
maker of a trust, consult the detailed Instruction Manual or your agency's legal counsel or filing
officer.
Page
STD 730 9/301
NAME
SCHEDULE D — INCOME (OTHER THAN GIFTS AND LOANS)
Income aggregating S250 or more from reportable sources of income (of the type described
in your disclosure Category).
YAM It Or SOURCE Or INCOME
CHECK ONS
1 ❑
AMOUNT OR VALUE RECXIVED DOEs NOT EXCEED
31.000
Or SOURCE Or INCOMS
AMOUNT OR VALUE RECSIVED EXCEEDS 111.000
(ADDRESS
I F7
OUT DOSS NOT EXCZED 51D.000
iEUSINE32 ACTIVITT Or SOURCE Or INCOME. Ir ANT
OR VALVE RECEIVED EXCilOS
I
C1AMOUNT
sla,000
�79
3CRIrT10N Or THE CONSIDERATION FOR WHICH INCOMZ WAS RECEIVED
-NAME OF SOURCE OF INCOME
1
i
,ACONASS Or we e.
I
■USINESS ACTIVITY OF SOURC
OESCRIFTION OF THE CONSIDI
I
;NAMZ Or SOURCE OF INCOME
1AD12RKXS OF SOURCE OF INCC
■USINESS ACTIVITY or SOURC
DESCRIPTION OF TMS CONSIDI
:NAME Or SOURCE OF INCOME
I
ADDRESS Or SOURCE OF INCC
'BU SIBZSS ACTIVITY OF SOURC
I
•OilGRI►TION Or THE CONSIDI
w
WHICH INCOME WAS RXCSIVSD
a
See explanations on reverse side
AMOUNT OR VALUE RECEIVED DOES NOT EXCEED
$1.000
1—� AMOUNT OR VALUE RECEIVED EXCXXOR 31.000
OUT Doss NOT EXCEED 310,000
AMOUNT OR VALUE RECEIVED ZXCZZOS
3-10.000
-24ECK ons
AMOUNT OR VALUE Rl CZIVED DOSS NOT EXCEED
{l�,l
51.000
AMOUNT OR VALUE RECEIVED EXCZZDS 31.000
OUT DOES NOT uxcxxD 310.000
a AMOUNT OR VALUE RECEIVED EXCEEDS
310..300
C:NECX ONE
AMOUNT OR VALUE RECEIVED DOSS NOT EXCEED
u
S1,000
I AMOUNT OR VALUE RECEIVED EXCEEDS 31.000
UBUT DOES ROT EXCEED 31L,000
AMOUNT OR VALUE RECZIVED EXCEEDS
`
310,000
ED -
aAMOUNT OR VALUE RECEIVED DOES NOT ZxCZZD
$1.000
AMOUNT OR VALUE RECEIVED EXCEEDS 31.000
BUT DOES No? Exczxn 310.000
a AMOUNT OR VALUE RECZIVBD ZXCZZ.7S
310,000
Page 7
STD 730 ;9/901
Schedule D
INCOME (OTHER THAN GIFTS AND LOANS)
The most common forms of income include salary, :vages, interest, and the proceeds from sales,
including sale of yourhouse or car. Your income includes your community property shareof your
spouse's income. Reportable incomedoes not include salary and reimbursement for expenses or
per diem received from a state, local or federal government agency: dividends, interestor other
return on a security registered with the S.E.C.: payments under an insurance policy: interest on
bank accounts or bonds: income of dependent children: alimony orchild support payments; redemp-
tion of a mutual fund: any beouest or inheritance: or any payments received underadefined benefit
pension planqualifiedunder Internal Revenue Code Section (401 (a). If you or your spouse is a
beneficiary or maker of a :rust, consult the detailed Instruction Manual or your agency's legal
counsel or filing officer concerning the reporting of income to the trust.
Page d
S'. C 730 9. 90
NAME
SCHEDULE E - LOANS
Outstanding loans and loans received aggregating 5250 or more from any reportable
source of income (of the type described in your disclosure category).
1 -NAME OW __NCER _
_
ADDRESS OP DONOR
VALUE OF GIFT(S)
I
"' -CK ONc
I DESCRIPTION OF SIFT(S)
I
NAME OF DONOR
)
DATES) OF GIFTS!)
(ADDRESS
F7AMOUNT OWED DOES NOT EXCEED 5I,C00
OF LENDER
AMOUNT ONED EXCEEDS S1,000 BUT
IDOES
NOT EXCEED 510,000
BUSINESS ACTIVITY Ow -ENDER
AMOUNT OWED EXCEEDS
516,_00
SECURITY EOR LOAN
a NONE
ENTIRE -CAN
r
,'N7EREST RATE
1= NONE
RE�uC
�JJ1
:^+AME OF LENDER
ONc
AMOUNT OWED DDOE! NOT EXCEED SI.000
OF LENDER
JADDRESS
j� AMO::NT OWED EXCEEDS SI,OCO BUT
J DOES NOT EXCEEC SIO,:OC
I BUSINESS ACTIVITY OF LENDER
AMOUNT OWE: EXCEEDS
I
510.000
ISEC'JRITY FOR LDAN
i
ENTIRE LOAN
�1
1
;NTEFt EST RATE
�
1
NONE
�
NONE
-EPA 1D
l.�
NAME OF LENDER
-;.ECK •%•"-
AMOUNT OWED DOES NOT EXCEED $LOCO
AMOUNT OWED EXCEEDS 51,:00 SUT
I i
AJCRESS OF LENDER
L_J DOES NOT EXCEED SIC,000
-
BUSINESS AC`IVIT , F _ENDER
I
AMOUNT CWEC EXCEEDS
i,
I
NONE
ENTIRE _J4N
•�` I
IN 7E CIES RA 7E
j I NONE
I
acp 41D
I
SCHEDULE F - GIFTS
Gifts aggregating S2_5 or more from any reportable source of income (o( the type described
)nyour disclosure clategorv).
?LAME OF DONOR
DATE SI OF ,:Ir SI
ADDRESS OP DONOR
VALUE OF GIFT(S)
I
■UlIN E!! ACTIVITY OF DONOR, IF ANY
I DESCRIPTION OF SIFT(S)
I
NAME OF DONOR
)
DATES) OF GIFTS!)
I ADDRESS OF DONOR
BUSINESS ACTIVITY OF DONOR. IF ANY
VALUE OF OIFTt3)
DESCRIPTION OF GIFTS
NAME OF DONOR 1 I DATE(S) OF GIFT(3)
( 1
1 ADDRESS OF DONOR
VALUE OF
BUSINESS ACTIVITY OF DONOR. IF ANY I DESCRIPTION OF GIFTS)
1
See explanations On reverse side
Page D
STO 730 (91801
Schedule E
LOANS
You must reDort all outstanding loans and loans received.at the highest amount owed by you
during :ne reoorting period. Reportable loans do not include loans from commercial lenders
mace in their ordinary course of business on terms available to the public without regard to
official status if the loans:
i.1 j :'fere used :o purchase your principal place of residence: or
(2) aggregate less than S10,000 from any one lender, including indebtedness arising from
retail installment or credit transactions.
Repor:at:ie ioans also co not include loans from family members.
Schedule F
GIFTS
ReooraD;e gifts do not include food, drink or lodging provided in another individual's home:
gifts aoorcximately equal in value exchanged between you and an individual, other than a lobbyist,
on hclic2,.s, birthdays, or similar occasions; gifts of informational materials, not including
travel: gifts from family members; gifts which are not used and which within thirty days are
returned :o 'he donor or delivered to a charitable organization without being claimed as a charit-
able contr;bu'ion for tax Purposes: or any bequest or inheritance.
?age 10
STO 730 .9: 9C
Name
SCHEDULE G — INCOME TO BUSINESS ENTITIES
Income from clients and customers (of the type described in your disclosure category) to a business entity in which
the filer and the filer' spouse have an aggreg ate interest of 10"0' or more.
NAME OF BUSINESS ENTITY I AODRE55 OF B'JS-Nh:SS ENTITY
N OF BUSINESS AC -.1 /17� OF BUSINESS ENT! -. �
M
NAME 0� EN"'Y
GENERAL 7ESCRIF-:0N OF BUS1NE?S AC -:VI -V
NAME OF EN T.7+
GENERAL nESCiip r,cN z B.l S:r_55 aC -'VI T"
NAME OF EN .7'7Y
GENERAL DESCRID T'CN OF BU 31N ESS ACC'1YI 7Y
SCHEDULE H
BUSINESS POSITIONS
_ORESS :F EN' T
:—R :OB T OR
CU -0a - '_c
A=C -i ESS EN T- -Y
.'JR ;0S - 1 T -E
See explanations on reverse side
Page I,
STD 730 9 '801
Schedule G
INCOME TO BUSINESS ENTITIES
If you and your spouse collectively own 10% or more of a business entity, you must report the
names of 'hose clients and customers who provide so much in gross receipts to the business en-
tity that ,your pro rata share (including your community property interest in your spouse's share)
is S10,000 or more. No information is required to be reported about these clients and customers
other than heir names.
If you b?'.-oye that your client's names are privileged under California law, you may request from
the Fair Political Practices Commission an exemption from disclosure of their names.
Schedule H
BUSINESS POSITIONS
You ,mus: report the recuired information with respect to any business entity for which you are
a director, officer, partner, trustee, employee or hold any position of management if such infor-
mation is required by your disclosure category.
Page 12
ST 730 !9,'9C.
Please detach these instructions from the form prior to Filing.
INSTRUCTIONS FOR COMPLETION OF THE FORM 730
STATEMENT OF ECONOMIC INTEREST
GENERAL INSTRUCTIONS
Your agency has adopted a document called a "Conflict of Interest Code." People covered
by the Code are called "designated employees" and must disclose certain of their personal
finances. The types of finances which you must disclose are described in the part of the Code
called the "disclosure category." Before you go any further, make sure that your filing officer
has given you a copy of your disclosure category.
If you have questions about reporting which are not answered in these instructions or those
contained on the reverse side of each scnedule, consult your agency's filing officer or legal
counsel who have been provided with a more detailed manual by the Fair Political Practices
Commission.
ORGANIZATION OF FORM
The Political Reform ,pct provides that four general types of interests may be made re-
portable in conflict of interest codes: Investments, interests in real property, income, and
business positions .'4-4nich include being an employee). With respect to the first three of these,
the reporting requirement extends not only to your oersonal interests but also to interests held
by business entities or trusts of which you and your immediate family own 10% or more. The
schedules separate personal and business -owned interests as follows:
Investments
Interests in Real Property
income
Loans
Gifts '
Business Positions
PERSONAL BUSINESS -OWNED
Schedule A Scnedule C
Schedule B Schedule C
Schedule D Schedule G
Schedule E not apo!icable
Schedule F not applicable
Schedule H not applicable
'Loans and gifts must be reported when your disclosure category requires income to be re-
ported. They are reported on separate schedules because there is a lower reporting threshold
for gifts than for other kinds of income and because different information must be reported for
both loans and gifts than for other kinds of income.
Pace 13
STD 730 :9:'501
HOW TO FILL OI.IT THE FORM 730
Step 1: Complete the first page. If you left office after December 31, 1980, but before your annual filing date and you
want to file a consolidate leaving office and annual Statement, check the boxes for both kinds of Statements,
fill in the space for the gate you left office, and disclose all reportable interests held or received at any time
between January 1, 1980 and the date you left office. If the filing deadline for the leaving office Statement is
later than the annual f:iing care, you must inform the filing officer in writing before the annual deaaline that you
intend to'olfow this procedure.
The period covered by 'he Statement is printed on the form. If you are filing your first annual Statement and fall
into the situations �escribed below, you should modify the period covered printed on the form as indicated.
1. If you assumed office after January 1, 1980 draw a line through "January 1" and write in the date you
assumed office.
2. If your agency's Conflict of Interest Code became effective after January 1, 1980, =raw a line through
"January 1" and :vrlte in the date the Code became effective.
3. If you filed an initial or assuming office Statement before January 1, 1980, and have not filed a Statement
since. -you should craw a line through "January 1, 1980" and write In the date your agency's Code became
effective (if your !ast Statement was an initial Statement) or the date you assumed office (if your last
Statement was an assuming office Statement).
Step 2: If you are filing an initial or assuming office Statement, turn to the summary page (back of 1st page) and check
the box "Schedule not applicable to this type of Statement or to my disclosure category" for Schedules D, E,
F and G.
Step 3: Consult your disclosure category. If it does not require the reporting of any of the general <inds of interests
covered 3y :he form, turn :o the summary page and for the schedule for that kind of interest, check the box marked
"Schedule not applica-we :o my disclosure category." For example, if your disclosure category does not require
you to re -,or: business ccs;tions, mark the box entitled "Not applicable to mydisclosure category" for Schedule H.
Stec If you have not already decked Schedules C and G "not applicable" and if you, your spouse and dependent
children ::o not collect::eiv own 10% or more of a business entity or trust, check the pox on the summary page
marked "No -eoortabie •r,.er=sts" for Schedules C and G.
Steo 5: 'Kith respect to the remaining schedules, determine if you have any interests of the kind described in your dis-
closure ca:eaory. If ict. -neck the box on the summary page marked "No reportaole interests." NOTE —at You
must reecrt r,vestments and interests in real propertyneld at any time during the period covered by this Statement
regardless Of whether :!'ey are still held at the time of filing. b) You must report investments and interests in
real prop=..^.y held by yc;.r socuse and dependent children and your community property share in your spouse's
income. :1 You ,'gust redo'rt only investments in business entities, sources of income (other than gifts) and real
property :•.n+ch are '.ocaT.e- :n or doing business or planning to do business in the geographical area subject to
your agency's authority. Feal property is deemed to be located within the geograpnical area subject to the
agency's authority :f S Within two miles of the area subject to the agency's authority or any :and owned or
used by :-:e agency.
Steo 5: If you have reportable Interests, you must complete the appropriate schedules. !f there is no change in the
informatics on a previou°s;y filed schedule, you may make a copy of that Schedule and attach it to your Statement
instead cf filling out a :mole new schedule. For each schedule containing reportable Interests, mark the box on
the summary page entit:eo ''Schedule completed and attached."
Step 7: Sign the verification, and fill in the date and the city where you did so.
SPECIAL REPORTING PROBLEMIS
1. Reporting Rental Prooerty: if you own an interest in rental property directly (i.e., not through a business
entity such as a partnership, corporation, joint venture, etc.) you should as a general rule, report the prop-
erty on Schedule D, the total amount of rents as income on Schedule D and any tenants who pay rents of
which your pro rata snare is S10,000 or more on Schedule G. On the other hand, if you own 10% or more of a
business entitywnich owns rental property, you should report the business entity or. Schedule A, the property
on Schedule C, the total amount of rents as income on Schedule D. and tenants who pay rents of which your
pro rata share is more than 510,000 on Schedule G. Finally, if you own less than 1025 of a business entity
which owns rental property, you should report your interest in the business entity on Schedule A and any
income from the business entity on Schedule D. You need not report either the property or the tenants.
2. Interest in a Trust: If you have set up a trust for others or if you are a beneficiary of a trust, including a
blinC trust, see your agency's filing officer or regal officer for reporting instructions.
Page 's
-_y -30 .9/801
APPENDIX -C
NOTICE OF ACTION TAKEN
NOTICE IS HEREBY GIVEN that the Agency has committed itself
to the following course of action:
NOTICE IS FURTHER GIVEN that in the event that any person
desires the Agency to reconsider, or disapprove of, said com-
mitment on the grounds of the existence of a conflict of interest
of a Agency officer, employee or consultant, a request for said
reconsideration or disapproval shall be submitted to the City Clerk
of the Agency within thirty (30) days of the date hereof.
Dated:
By
City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF TUSTIN )
MARY E. WYNN, City Clerk and Secretary Clerk of the Community Redevelopment
Agency of the City of Tustin, California, does hereby certify that the whole num-
ber of the members of the City Council as the Community Redevelopment Agency is
five; that the above and foregoing Resolution No. RDA 81-4 was duly and regularly
introduced, passed and adopted at a regular meeting of the City Council as the
Community Redevelopment Agency held on the 18th day of May, 1981 by the following
vote:
AYES COUNCILPERSONS: Saltarelli, Edgar, Hoesterey, Sharp, Kennedy
NOES COUNCILPERSONS: None
ABSENT: COUNCILPERSONS: None
MARY E. WYNN, Cit lerk
City of Tustin, Ca ifornia