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CC SR 20180807 I - FPPC Conflict of Interest Biennial Review01203.0001/473375.1 1 RANCHO PALOS VERDES CITY COUNCIL MEETING DATE: 08/07/2018 AGENDA REPORT AGENDA HEADING: Consent Calendar AGENDA DESCRIPTION: Consideration and possible action to receive and file the 2018 Local Agency Biennial Notice for the City of Rancho Palos Verdes, indicating that the Conflict of Interest Code be amended and updating the Conflict of Interest Code for the City of Rancho Palos Verdes. RECOMMENDED COUNCIL ACTION: (1) Receive and file the 2018 Local Agency Biennial Notice for the City of Rancho Palos Verdes, indicating that the Conflict of Interest Code be amended; and, (2) Adopt Resolution No. 2018-___, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES, ADOPTING A CONFLICT OF INTEREST CODE WHICH INCORPORATES BY REFERENCE THE STANDARD CONFLICT OF INTEREST CODE PREPARED BY THE FAIR POLITICAL PRACTICES COMMISSION AND REPEALING RESOLUTION NO. 2016-43. FISCAL IMPACT: None Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Teresa Takaoka, Deputy City Clerk Emily Colborn, City Clerk REVIEWED BY: Gabriella Yap, Deputy City Manager APPROVED BY: Doug Willmore, City Manager ATTACHED SUPPORTING DOCUMENTS: A. 2018 Local Agency Biennial Notice (page A-1) B. Resolution No. 2018-__, Adopting an Amended Conflict of Interest Code (page B-1) C. Exhibit “1” to Resolution – FPPC Model Code (page C-1) D. Appendices A-D to Resolution (page D-1) BACKGROUND AND DISCUSSION: Adoption of this proposed resolution will update the City’s Conflict of Interest Code to reflect those changes that have occurred since the last update in September 2016, and will also incorporate non-substantive legislative changes made to the Fair Political Practices Commission’s (FPPC) model code. A similar report and resolution will appear 1 01203.0001/473375.1 2 on the agenda for the Successor Agency to the Redevelopment Agency and the Improvement Authority this evening. The City has adopted by reference the FPPC’s model Conflict of Interest Code that contains certain designated positions and disclosure categories. Government Code Section 87306 requires that cities amend their code during even-numbered years to reflect the creation of new positions, deletion of positions, changes in any titles, as well as any changes made to the Political Reform Act. Since the City’s code was last amended in September 2016, the following changes have occurred in the City’s reporting schedules: • The positions of Community Development Director and Community Development Deputy Director/Planning Manager have been modified to read as: Director of Community Development and Deputy Director of Community Development/Planning Manager respectively. (Appendix B). • The positions of Open Space & Trails Manager and City Engineer have been removed. (Appendix B) • The position of Senior Building Inspector has been replaced with a Building Inspector II (Appendix B) • The position of Building Inspector has been modified to Building Inspector I (Appendix B) Since 2016, when the City last updated its Conflict of Interest Code, the FPPC has increased the gift limit under the Model Conflict of Interest Code from $440 to $470. The revised model code is attached to the draft Resolution as Exhibit “A”. The attached Resolution and Appendices have been reviewed by the City Attorney’s Office. 2 www.fppc.ca.gov FPPC Advice: advice@fppc.ca.gov (866.275.3772) Page 1 of 1 2018 Local Agency Biennial Notice Name of Agency: Mailing Address: Contact Person: Phone No. Email: Alternate Email: Accurate disclosure is essential to monitor whether officials have conflicts of interest and to help ensure public trust in government. The biennial review examines current programs to ensure that the agency’s code includes disclosure by those agency officials who make or participate in making governmental decisions. This agency has reviewed its conflict of interest code and has determined that (check one BOX):  An amendment is required. The following amendments are necessary: (Check all that apply.)  Include new positions  Revise disclosure categories  Revise the titles of existing positions  Delete titles of positions that have been abolished and/or positions that no longer make or participate in making governmental decisions  Other (describe)  The code is currently under review by the code reviewing body.  No amendment is required. (If your code is over five years old, amendments may be necessary.) Verification (to be completed if no amendment is required) This agency’s code accurately designates all positions that make or participate in the maki ng of governmental decisions. The disclosure assigned to those positions accurately requires that all investments, business positions, interests in real property, and sources of income that may foreseeably be affected materially by the decisions made by those holding designated positions are reported. The code includes all other provisions required by Government Code Section 87302. __________________________________________ _________________________ Signature of Chief Executive Officer Date All agencies must complete and return this notice regardless of how recently your code was approved or amended. Please return this notice no later than October 1, 2018, or by the date specified by your agency, if earlier, to: (PLACE RETURN ADDRESS OF CODE REVIEWING BODY HERE) PLEASE DO NOT RETURN THIS FORM TO THE FPPC. A-1 RESOLUTION NO. 2018-__ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES ADOPTING AN AMENDED CONFLICT OF INTEREST CODE CONTAINING REVISED DESIGNATED POSITIONS, DISCLOSURE CATEGORIES, AND REPEALING RESOLUTION NO. 2016-43. THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES DOES HEREBY FIND, RESOLVE AND ORDER AS FOLLOWS: Section 1: The Political Reform Act, Government Code Section 81000, et seq., requires the City of Rancho Palos Verdes (“City”) to adopt a conflict of interest code for each department of the City. Section 2: The Fair Political Practices Commission has adopted a Model Conflict of Interest Code (the “Model Code"). The Model Code, codified at 2 California Code of Regulations Section 18730, can be incorporated by reference by the City as its conflict of interest code. That Model Code will be amended by the Fair Political Practices Commission from time to time to conform to amendments to the Political Reform Act. Section 3: Pursuant to Resolution No. 2016-43, the City adopted a Conflict of Interest Code containing designated positions and disclosure categories. By this Resolution, the City is adopting an updated Conflict of Interest Code containing revised designated positions and disclosure categories. Section 4: The Model Code, attached hereto as Exhibit "1" and any amendments to it duly adopted by the Fair Political Practices Commission from time to time, and Appendices A-D are hereby incorporated by reference and shall constitute the Conflict of Interest Code for the City for the following departments: A. Administrative Department; B. Community Development Department; C. Public Works Department; and D, Recreation and Parks Department. Section 5: Persons holding designated positions listed in the Appendices to this Resolution shall file Statements of Economic Interest pursuant to Section 5 of the Conflict of Interest Code (2 CCR §18730(b)(5)) with the information required for the disclosure category assigned to them. Section 6: The City Council hereby directs the City Clerk and City Attorney to coordinate the preparation of a revised Conflict of Interest Code in succeeding even- numbered years in accordance with the requirements of Government Code Sections 87306 and 87306.5. The revised Code should reflect any changes in department or employee designations. If no revisions to the Code are required, the City Clerk shall B-1 Resolution No. 2018-xx Page 2 of 2 submit a report no later than October 1st of the same year, stating that amendments to the Code are not required. Section 7: Resolution No. 2016-43 of the City is hereby repealed in its entirety. Section 8: The City Clerk shall certify to the passage and adoption of this Resolution. PASSED, APPROVED and ADOPTED this 7th day of August 2018. ______________________ Mayor Attest: ___________________________ City Clerk State of California ) County of Los Angeles ) ss City of Rancho Palos Verdes ) I, Emily Colborn, City Clerk of the City of Rancho Palos Verdes, hereby certify that the above Resolution No. 2018-__, was duly and regularly passed and adopted by the said City Council at a regular meeting thereof held on August 7, 2018. _________________________ City Clerk B-2 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 1 of 20 C-1 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 2 of 20 C-2 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 3 of 20 C-3 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 4 of 20 C-4 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 5 of 20 C-5 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 6 of 20 C-6 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 7 of 20 C-7 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 8 of 20 C-8 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 9 of 20 C-9 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 10 of 20 C-10 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 11 of 20 C-11 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 12 of 20 C-12 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 13 of 20 C-13 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 14 of 20 C-14 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 15 of 20 C-15 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 16 of 20 C-16 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 17 of 20 C-17 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 18 of 20 C-18 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 19 of 20 C-19 Resolution No. 2018-__ Exhibit 1 Resolution No. 2018-__ Exhibit 1 Page 20 of 20 C-20 APPENDIX A ADMINISTRATIVE DEPARTMENT Designated Position Disclosure Categories Mayor and Council Member 1 City Manager 1 Deputy City Manager 2, 3, 4, 5 Assistant to the City Manager 2, 3, 4, 5 Senior Administrative Analyst 2, 3, 4, 5 Director of Finance 2, 3, 4, 5 Deputy Director of Finance 2, 3, 4, 5 City Treasurer 1 City Clerk 5, 6, 7 City Attorney 1 Assistant City Attorney 2, 3, 4, 5 Human Resources Manager 2, 3, 4, 5 Information Technology Manager 5, 6, 7 Consultant 8 Resolution No. 2018- Appendix A Page 1 of 3 D-1 ADMINISTRATIVE DEPARTMENT DISCLOSURE CATEGORIES 1. Disclosure is required on FPPC Form 700 pursuant to Government Code Section 87200. No additional disclosure is required by this Conflict of Interest Code. 2. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). 3. Reportable income and business positions. (FPPC Form 700, Schedule C). 4. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2). 5. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E). 6. Reportable income from persons and business entities, and reportable business positions in business entities, that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services to the City under the supervision, direction or control of the Administrative Department. (FPPC Form 700, Schedule C). 7. Reportable investments in business entities that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services to the City under the supervision, direction or control of the Administrative Department. (FPPC Form 700, Schedules A-1 and A-2). 8. For consultants who serve in a staff capacity with the City, the consultant shall disclose based on the disclosure categories assigned elsewhere in this code for that staff position. For consultants who do not serve in a staff capacity for the City, the following disclosure categories shall be used: Persons required to disclose in this category shall disclose pursuant to categories A, B, C and D below unless the City Manager determines in writing that a particular consultant is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in categories A, B, C and D. Such written determination shall include a description of the consultant's duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager'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. Resolution No. 2018- Appendix A Page 2 of 3 D-2 A. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B.) B. Reportable income and business positions. (FPPC Form 700, Schedules C). C. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2.) D. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E). M:\Biennial SR\2016-__ Appendix A (Admin.).docx Resolution No. 2018- Appendix A Page 3 of 3 D-3 APPENDIX B COMMUNITY DEVELOPMENT DEPARTMENT Designated Position Disclosure Categories Planning Commissioner 1 Community Development Director 2, 3, 4, 5 Community Development Deputy Director 2, 3, 4, 5 Building Official 2, 3, 4, 5 Principal Planner 2, 5, 6, 7 Senior Planner 2, 5, 6, 7 Associate Planner 2, 5, 6, 7 Assistant Planner 2, 5, 6, 7 Building Official 2, 5, 8, 9 Building Inspector I 2, 5, 8, 9 Building Inspector II 2, 5, 8, 9 Code Enforcement Officer 2, 5, 8, 9 Consultant 10 Resolution No. 2018- Appendix B Page 1 of 3 D-4 COMMUNITY DEVELOPMENT DEPARTMENT DISCLOSURE CATEGORIES 1. Disclosure is required on FPPC Form 700 pursuant to Government Code Section 87200. No additional disclosure is required by this Conflict of Interest Code. 2. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). 3. Reportable income and business positions. (FPPC Form 700, Schedules C). 4. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2). 5. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E). 6. Reportable income from persons and business entities, and reportable business positions in business entities, having an interest in real property in the jurisdiction or that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services within the jurisdiction subject to the inspection, review or approval of the Community Development Department. (FPPC Form 700, Schedule C). 7. Reportable investments in any business entities having an interest in real property in the jurisdiction or that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services within the jurisdiction subject to the inspection, approval or review of the Community Development Department. (FPPC Form 700, Schedules A-1 and A-2). 8. Reportable income from persons and business entities, and reportable business positions in business entities, having an interest in real property in the jurisdiction or that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, services to a third party that are subject to the review or approval of the Building Official or Building Inspector. (FPPC Form 700, Schedule C). 9. Reportable investments in any business entities having an interest in real property in the jurisdiction that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, services to a third party that are subject to the review or approval of the Building Official or Building Inspector. (FPPC Form 700, Schedules A-1 and A-2). Resolution No. 2018- Appendix B Page 2 of 3 D-5 10. For consultants who serve in a staff capacity with the City, the consultant shall disclose based on the disclosure categories assigned elsewhere in this code for that staff position. For consultants who do not serve in a staff capacity with the City, the following disclosure categories shall be used: Persons required to disclose in this category shall disclose pursuant to categories A, B, C and D below unless the City Manager determines in writing that a particular consultant is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in categories A, B, C and D. Such written determination shall include a description of the consultant's duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager'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. A. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). B. Reportable income and business positions. (FPPC Form 700, Schedules C). C. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2). D. Reportable gifts and travel gifts (FPPC Form 700, Schedules D and E). C:\Users\Synergy\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\F9GEIJQU\20140902 Reso Appendix B (Comm Develop).doc Resolution No. 2018- Appendix B Page 3 of 3 D-6 APPENDIX C PUBLIC WORKS DEPARTMENT Designated Position Disclosure Categories Director of Public Works 1, 2, 3, 4 Deputy Director of Public Works 1, 2, 3, 4 Senior Administrative Analyst 1, 4, 5, 6 City Engineer 1, 4, 5, 6 Principal Civil Engineer 1, 4, 5, 6 Senior Engineer 1, 4, 5, 6 Associate Civil Engineer 1, 4, 5, 6 Assistant Engineer 1, 4, 5, 6 Maintenance Superintendent 1, 2, 3, 4 City Geologist(s) consultant(s) 1, 4, 5, 6 Contract Manager 1, 2, 3, 4 Assistant Contract Manager 1, 2, 3, 4 Project Manager 1, 2, 3, 4 Engineer Technician 1, 4, 5, 6 Consultant 7 Resolution No. 2018- Appendix C Page 1 of 3 D-7 PUBLIC WORKS DEPARTMENT DISCLOSURE CATEGORIES 1. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). 2. Reportable income and business positions. (FPPC Form 700, Schedule C). 3. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2). 4. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E). 5. Reportable income from persons and business entities, and reportable business positions in business entities, having an interest in real property in the jurisdiction or that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies services or public works within the jurisdiction subject to the inspection, review or approval of the Public Works Department. (FPPC Form 700, Schedule C). 6. Reportable investments from persons and business entities having an interest in real property in the jurisdiction or that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, services or public works within the jurisdiction subject to the inspection, review or approval of the Public Works Department. (FPPC Form 700, Schedules A-1 and A-2). 7. For consultants who serve in a staff capacity with the Agency, the consultant shall disclose based on the disclosure categories assigned elsewhere in this code for that staff position. For consultants who do not serve in a staff capacity, the following disclosure categories shall be used: Persons required to disclose in this category shall disclose pursuant to categories A, B, C and D below unless the City Manager determines in writing that a particular consultant is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in categories A, B, C and D. Such written determination shall include a description of the consultant's duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager'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. A. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). Resolution No. 2018- Appendix C Page 2 of 3 D-8 B. Reportable income and business positions. (FPPC Form 700, Schedules C). C. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2). D. Reportable gifts and travel gifts (FPPC Form 700, Schedules D and E). C:\Users\Synergy\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\F9GEIJQU\20140902 Reso Appendix C (Public Works).doc Resolution No. 2018- Appendix C Page 3 of 3 D-9 APPENDIX D RECREATION AND PARKS DEPARTMENT Designated Position Disclosure Categories Director of Recreation and Parks 1, 2, 3, 4 Deputy Director of Recreation and Parks 1, 2, 3, 4 Senior Administrative Analyst 1, 2, 3, 4 Recreation Services Manager 1, 2, 3, 4 Resolution No. 2018- Appendix D Page 1 of 2 D-10 RECREATION AND PARKS DEPARTMENT DISCLOSURE CATEGORIES 1. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B). 2. Reportable income from persons and business entities, and reportable business positions in business entities, that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services to the City under the supervision, direction or control of the Recreation and Parks Department. (FPPC Form 700, Schedule C). 3. Reportable investments in business entities that provide, plan to provide, or have provided within two years prior to the time a statement is required under this conflict of interest code, supplies, public works or services to the City under the supervision, direction or control of the Recreation and Parks Department. (FPPC Form 700, Schedules A-1 and A-2). 4. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E). Resolution No. 2018- Appendix D Page 2 of 2 D-11