Appendix A
5 CA ADC § 22000 App. ABarclays Official California Code of RegulationsEffective: January 20, 2023
Effective: January 20, 2023
5 CCR § 22000 App. A
Appendix A
Designated Positions | Disclosure Category |
|---|
Assistant Chief Counsel | 1 |
Attorney (All Levels) | 1 |
Career Executive Assignment (All Levels) | 1 |
Chief Financial Officer | 1 |
Chief Operating Officer | 1 |
General Counsel | 1 |
Information Technology Manager, (Supervisory) (All Levels)--General Counsel Branch | 1 |
Investment Officer (All Levels) | 1 |
System Actuary | 1 |
Accounting Administrator (All Levels) | 2 |
Associate Governmental Program Analyst, Procurement Management--Acquisitions Unit | 2 |
Financial Accountant III, IV, V | 2 |
Pension Program Manager (All Levels) | 2 |
Research Data Supervisor | 2 |
Research Manager (All Levels) | 2 |
Senior Management Auditor | 2 |
Staff Administrative Analyst--Accounting Systems | 2 |
Staff Services Manager (All Levels) | 2 |
Supervising Management Auditor | 2 |
Information Technology Manager (All Levels) | 3 |
Information Technology Supervisory (All Levels) | 3 |
Consultants/New Positions
*Consultants shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in the code subject to the following limitation:
With respect to consultants/new positions, the Chief Executive Officer may determine in writing that a particular consultant or new position, although a “designated position,” is hired to perform a range of duties that is limited in scope and thus, is not required to comply fully with the disclosure requirements described in this section. Such determination shall include a description of the consultant's or new position's duties and, based upon that description, a statement of the extent of disclosure requirements. The Chief Executive Officer'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. (Government Code Section 81008.)
Disclosure Categories
The following disclosure categories shall be subject to the terms, definitions, and conditions of the standard Conflict of Interest Code and any amendments thereto incorporated by reference in subparagraph (a) of Section 22000 above.
Category 1:
Designated individuals in Category 1 must report:
All interests in real property, all investments, all sources of income, including receipt of gifts, loans and travel payments, and all business positions in business entities.
Category 2:
Designated individuals in Category 2 must report:
Income, including receipt of gifts, loans and travel payments, from and investments and business positions in, any source which is of the type to contract with the California State Teachers' Retirement System to provide services, supplies, materials, machinery or equipment to the System.
Category 3:
Designated individuals in Category 3 must report:
Income, including receipt of gifts, loans and travel payments from, and investments and business positions in, any source which is of the type to contract with the division, branch or department of the designated position to provide services, supplies, materials, machinery or equipment to the same.
*Gift disclosure: Not all gifts are reportable. For example, a filer does not have to disclose gifts based on a personal friendship where there is no connection between the donor and the duties that the filer performs. This exception and others are outlined in statute and regulations. FPPC regulation 18942 summarizes the major gift exceptions including those from family members, gifts of home hospitality, gifts related to holidays and certain prizes and awards.
OFFICIALS WHO MANAGE PUBLIC INVESTMENTS
It has been determined that individuals in the positions listed below are officials who manage public investments, within the meaning of Government Code Section 87200, and will file the Form 700 Statement of Economic Interests:
Board Members
Representatives of Ex-Officio Board Members
Chief Executive Officer
Chief Investment Officer
Deputy Chief Investment Officer
Chief Operating Investment Officer
Directors--Investment Branch
Portfolio Managers (All)
Consultants Who Manage Public Investments [FN1]
Note: Please see California Code of Regulations, Title 2, § 18700.3 to determine filers under the “Consultants Who Manage Public Investments” designation.
This database is current through 5/10/24 Register 2024, No. 19.
Cal. Admin. Code tit. 5, § 22000 App. A, 5 CA ADC § 22000 App. A
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