Fppc Ca Form 700 – Fill Out and Use This PDF

The FPPC Form 700, officially known as the 2019-2020 Statement of Economic Interests, serves as a crucial document for California's elected and appointed officials, alongside candidates, to publicly declare their economic interests. It encompasses a comprehensive framework for disclosing investments, real property holdings, incomes, gifts, and travel payments, thereby fostering transparency and integrity in public service. With detailed instructions and schedules tailored to facilitate accurate reporting, the form aligns with the California Fair Political Practices Commission's mandate to ensure officials act in the public's best interest, free from conflicts of interest. Ensure you comply with this critical disclosure requirement by clicking the button below to fill out your Form 700.

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Fppc Ca Form 700 PDF Details

Navigating the complexities of disclosing economic interests in California is made more structured through the Form 700, also known as the Statement of Economic Interests. Mandated by the California Fair Political Practices Commission (FPPC), this document serves as a cornerstone for maintaining transparency and integrity among public officials. It’s designed to prevent conflicts of interest by requiring elected and appointed officials, as well as certain government employees, to publicly disclose their investments, real estate holdings, income sources, and gifts received. The form, covering the 2019-2020 period, is divided into various sections including schedules for different types of economic interests such as investments (Schedule A-1 and A-2), real property (Schedule B), income and loans (Schedule C), gifts (Schedule D), and travel payments (Schedule E). Not only does the document highlight who must file, where to file, and the filing deadlines, but it also provides detailed instructions for correctly completing each section. Amendments can be made for any errors or omissions, ensuring the information remains accurate and up-to-date. This document, inclusive of its detailed instructions, restrictions, prohibitions, and a question-and-answer section, acts as a comprehensive guide for officials navigating the disclosure process, underscoring California's commitment to transparency in government operations.

Question	Answer
Form Name	Fppc Ca Form 700
Form Length	23 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	5 min 45 sec
Other names	ca fppc form 700, form 700 ca, form 700 state of california, form 700

Form Preview Example

2019-2020

STATEMENT OF ECONOMIC INTERESTS

FORM 700

A Public Document

Table of Contents

Quick Start Guide	p.2
Who? Where? How? When?	p.3
Types of Statements	p.4
Cover Page and Schedules
Cover Page	p.5
Schedule A-1 (Investments)	p.7
Schedule A-2 (Business Entities/Trusts)	p.9
Schedule B (Real Property)	p.11
Schedule C (Income)	p.13
Schedule D (Gifts)	p.15
Schedule E (Travel Payments)	p.17
Restrictions and Prohibitions	p.19
Q & A	p.20

Helpful Resources

•Video Tutorials

•Reference Pamphlet

•Excel Version

•FAQs

•Gift and Travel Fact

Sheet for State and

Local Officials

CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION

1102 Q Street, Suite 3000 • Sacramento, CA 95811 Email Advice: advice@fppc.ca.gov

Toll-free advice line: 1 (866) ASK-FPPC • 1 (866) 275-3772

Telephone: (916) 322-5660 • Website: www.fppc.ca.gov

DECEMBER 2019

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 2

Quick Start Guide

Detailed instructions begin on page 3.

WHEN IS THE ANNUAL STATEMENT DUE?

•March 2 – Elected State Officers, Judges and Court Commissioners, State Board and Commission members listed in Government Code Section 87200

•April 1 – Most other filers

WHERE DO I FILE?

Most people file the Form 700 with their agency. If you’re not sure where to file your Form 700, contact your filing officer or the person who asked you to complete it.

ITEMS TO NOTE!

•The Form 700 is a public document.

•Only filers serving in active military duty may receive an extension on the filing deadline.

•You must also report interests held by your spouse or registered domestic partner.

•Your agency’s conflict of interest code will help you to complete the Form 700. You are encouraged to get your conflict of interest code from the person who asked you to complete the Form 700.

NOTHING TO REPORT?

Mark the “No reportable interests” box on Part 4 of the Cover Page, and submit only the signed Cover Page.

Please review each schedule carefully!

	COMMON	COMMON
Schedule	Reportable Interests	Non-Reportable Interests

A-1:	Stocks, including those held in an IRA	Insurance policies, government bonds, diversified
Investments	or 401K. Each stock must be listed.	mutual funds, funds similar to diversified mutual
		funds.

A-2:	Business entities, sole proprietorships,	Savings and checking accounts, and annuities.
Business	partnerships, LLCs, corporations and
Entitites/Trusts	trusts. (e.g., Form 1099 filers).
B:	Rental property in filer’s jurisdiction, or	A residence used exclusively as a personal
Real Property	within two miles of the boundaries of	residence (such as a home or vacation property).
	the jurisdiction.
C:	Non-governmental salaries. Note that	Governmental salary (from school district, for
Income	filers are required to report only half of	example).
	their spouse’s or partner’s salary.
D:	Gifts from businesses, vendors, or	Gifts from family members.
Gifts	other contractors (meals, tickets, etc.).

E:	Travel payments from third parties (not	Travel paid by your government agency.
Travel	your employer).
Payments

Note: Like reportable interests, non-reportable interests may also create conflicts of interest and could be grounds for disqualification from certain decisions.

QUESTIONS?

•advice@fppc.ca.gov

•(866) 275-3772 Mon-Thurs, 9-11:30 a.m.

E-FILING ISSUES?

•If using your agency’s system, please contact technical support at your agency.

•If using FPPC’s e-filing system, write to form700@fppc.ca.gov.

WHAT’S NEW

Gift Limit Increase

The gift limit increased to $500 for calendar years 2019 and 2020.

WHO must file:

•Elected and appointed officials and candidates listed in

Government Code Section 87200

•Employees, appointed officials, and consultants filing pursuant to a conflict of interest code (“code filers”). Obtain your disclosure categories, which describe the interests you must report, from your agency; they are not part of the Form 700

•Candidates running for local elective offices that are designated in a conflict of interest code (e.g., county sheriffs, city clerks, school board trustees, and water board members)

Exception:

•Candidates for a county central committee are not required to file the Form 700.

•Members of newly created boards and commissions not yet covered under a conflict of interest code

•Employees in newly created positions of existing agencies

For more information, see Reference Pamphlet, page 3, at

www.fppc.ca.gov.

WHERE to file:

87200 Filers
State offices		Your agency
Judicial offices		The clerk of your court
Retired Judges		Directly with FPPC
County offices		Your county filing official
City offices		Your city clerk
Multi-County offices		Your agency

Code Filers — State and Local Officials, Employees, and Consultants Designated in a Conflict of Interest Code: File with your agency, board, or commission unless otherwise specified in your agency’s code (e.g., Legislative staff files directly with FPPC). In most cases, the agency, board, or commission will retain the statements.

Members of Boards and Commissions of Newly Created Agencies: File with your newly created agency or with your agency’s code reviewing body.

Employees in Newly Created Positions of Existing Agencies: File with your agency or with your agency’s code reviewing body. (See Reference Pamphlet, page 3.)

Candidates: File with your local elections office.

HOW to file:

The Form 700 is available at www.fppc.ca.gov. Form 700 schedules are also available in Excel format. All

statements must have an original “wet” signature or be duly authorized by your filing officer to file electronically

under Government Code Section 87500.2.

WHEN to file:

Annual Statements

March 2, 2020

-Elected State Officers

-Judges and Court Commissioners

-State Board and State Commission Members listed in Government Code Section 87200

April 1, 2020

-Most other filers

Individuals filing under conflict of interest codes in city and county jurisdictions should verify the annual filing date with their local filing officers.

Statements postmarked by the filing deadline are considered filed on time.

Statements of 30 pages or less may be emailed or faxed

by the deadline as long as the originally signed paper version is sent by first class mail to the filing official within

24 hours.

Assuming Office and Leaving Office Statements

Most filers file within 30 days of assuming or leaving office or within 30 days of the effective date of a newly adopted or amended conflict of interest code.

Exception:

If you assumed office between October 1, 2019, and December 31, 2019, and filed an assuming office statement, you are not required to file an annual statement until March 2, 2021, or April 1, 2021,

whichever is applicable. The annual statement will cover the day after you assumed office through December 31, 2020. (See Reference Pamphlet, page 6, for additional

exceptions.

Candidate Statements

File no later than the final filing date for the declaration

of candidacy or nomination documents. A candidate statement is not required if you filed an assuming office or annual statement for the same jurisdiction within 60 days before filing a declaration of candidacy or other nomination

documents.

Late Statements

There is no provision for filing deadline extensions unless the filer is serving in active military duty. (See page 19 for information on penalties and fines.)

Amendments

Statements may be amended at any time. You are only required to amend the schedule that needs to be revised. It is not necessary to amend the entire filed form. Obtain

amendment schedules at www.fppc.ca.gov.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 3

Types of Statements

Assuming Office Statement:

If you are a newly appointed official or are newly employed in a position designated, or that will be designated, in

a state or local agency’s conflict of interest code, your assuming office date is the date you were sworn in or otherwise authorized to serve in the position. If you are a newly elected official, your assuming office date is the date

you were sworn in.

•Report: Investments, interests in real property, and

business positions held on the date you assumed the office or position must be reported. In addition, income (including loans, gifts, and travel payments) received

during the 12 months prior to the date you assumed the office or position.

For positions subject to confirmation by the State Senate or the Commission on Judicial Appointments, your assuming office date is the date you were appointed or

nominated to the position.

•Example: Maria Lopez was nominated by the Governor to serve on a state agency board that is subject to state Senate confirmation. The assuming office date is the date Maria’s nomination is submitted to the Senate. Maria must report investments, interests in real property, and business positions she holds on that date, and income (including loans, gifts, and travel payments) received during the 12 months prior to that date.

If your office or position has been added to a newly adopted or newly amended conflict of interest code, use the effective date of the code or amendment, whichever is

applicable.

•Report: Investments, interests in real property, and business positions held on the effective date of the code or amendment must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the effective date of the code or amendment.

Annual Statement:

Generally, the period covered is January 1, 2019, through December 31, 2019. If the period covered by the statement is different than January 1, 2019, through December 31, 2019, (for example, you assumed office between October 1, 2018, and December 31, 2018 or you are combining statements), you must specify the period

covered.

•Investments, interests in real property, business positions held, and income (including loans, gifts, and travel payments) received during the period covered

by the statement must be reported. Do not change the preprinted dates on Schedules A-1, A-2, and B unless you are required to report the acquisition or disposition of an interest that did not occur in 2019.

•If your disclosure category changes during a reporting period, disclose under the old category until the effective date of the conflict of interest code amendment and disclose under the new disclosure category through the end of the reporting period.

Leaving Office Statement:

Generally, the period covered is January 1, 2019,

through the date you stopped performing the duties of your position. If the period covered differs from January 1, 2019, through the date you stopped performing the duties of your position (for example, you assumed office between October 1, 2018, and December 31, 2018, or you are combining statements), the period covered must be specified. The reporting period can cover parts of two

calendar years.

•Report: Investments, interests in real property, business positions held, and income (including loans, gifts, and travel payments) received during the period covered by

the statement. Do not change the preprinted dates on

Schedules A-1, A-2, and B unless you are required to report the acquisition or disposition of an interest that did not occur in 2019.

Candidate Statement:

If you are filing a statement in connection with your candidacy for state or local office, investments, interests in real property, and business positions held on the date of filing your declaration of candidacy must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the date of filing your declaration of candidacy is reportable. Do not change the preprinted dates on Schedules A-1, A-2, and B.

Candidates running for local elective offices (e.g., county sheriffs, city clerks, school board trustees, or water district board members) must file candidate statements, as required by the conflict of interest code for the elected

position. The code may be obtained from the agency of the elected position.

Amendments:

If you discover errors or omissions on any statement, file an amendment as soon as possible. You are only required

to amend the schedule that needs to be revised; it is not

necessary to refile the entire form. Obtain amendment

schedules from the FPPC website at www.fppc.ca.gov.

Note: Once you file your statement, you may not withdraw it. All changes must be noted on amendment schedules.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 4

CALIFORNIA FORM700

FAIR POLITICAL PRACTICES COMMISSION

Please type or print in ink.

STATEMENT OF ECONOMIC INTERESTS

COVER PAGE

A PubliC DoCument

Date Initial Filing Received

Filing Official Use Only

NAME OF FILER (LAST)

(FIRST)

(MIDDLE)

1. Office, Agency, or Court

Agency Name (Do not use acronyms)

Division, board, Department, District, if applicable

Your Position

►If filing for multiple positions, list below or on an attachment. (Do not use acronyms)

Agency:		Position:

2. Jurisdiction of Office (Check at least one box)

State

Multi-County

City of

Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction)

County of

Other

3. Type of Statement (Check at least one box)

Annual: The period covered is January 1, 2019, through -or- December 31, 2019.

The period covered is

, through

December 31, 2019.

Assuming Office: Date assumed

Leaving Office: Date Left

(Check one circle.)

The period covered is January 1, 2019, through the date of -or- leaving office.

The period covered is		/		/		, through
the date of leaving office.

Candidate: Date of Election		and office sought, if different than Part 1:

4. Schedule Summary (must complete)	► Total number of pages including this cover page:

Schedules attached

Schedule A-1 - investments – schedule attached

Schedule A-2 - investments – schedule attached Schedule B - Real Property – schedule attached

Schedule C - income, loans, & business Positions – schedule attached Schedule D - Income – Gifts – schedule attached

Schedule E - Income – Gifts – Travel Payments – schedule attached

-or- None - no reportable interests on any schedule

5. Verification

MAiLiNg ADDRESS	STREET	CiTY	STATE	ZiP CODE
(business or Agency Address Recommended - Public Document)

DAYTiME TELEPhONE NuMbER

( )

EMAiL ADDRESS

I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document.

I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date Signed		Signature
Date Signed	(month, day, year)	Signature	(File the originally signed paper statement with your filing official.)
	(month, day, year)

FPPC FORM 700 - Cover Page (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 5

INSTRUCTIONS

Cover Page

Enter your name, mailing address, and daytime telephone number in the spaces provided. Because the Form 700 is a public document, you may list your business/office address instead of your home address.

Part 1. Office, Agency, or Court

•Enter the name of the office sought or held, or the agency

or court. Consultants must enter the public agency name rather than their private firm’s name. (Examples: State Assembly; Board of Supervisors; Office of the Mayor; Department of Finance; Hope County Superior Court)

•Indicate the name of your division, board, or district, if applicable. (Examples: Division of Waste Management; Board of Accountancy; District 45). Do not use acronyms.

•Enter your position title. (Examples: Director; Chief

Counsel; City Council Member; Staff Services Analyst)

•If you hold multiple positions (i.e., a city council member who also is a member of a county board or commission), you may be required to file statements with each agency. To simplify your filing obligations, you may complete an expanded statement.

•To do this, enter the name of the other agency(ies) with which you are required to file and your position title(s) in the space provided. Do not use acronyms.

Attach an additional sheet if necessary. Complete one statement covering the disclosure requirements

for all positions. Each copy must contain an original signature. Therefore, before signing the statement,

make a copy for each agency. Sign each copy with an original signature and file with each agency.

If you assume or leave a position after a filing deadline, you must complete a separate statement. For example, a

city council member who assumes a position with a county special district after the April annual filing deadline must file a separate assuming office statement. In subsequent years, the city council member may expand his or her annual filing to

include both positions.

Example:

Brian Bourne is a city council member for the City of Lincoln and a board member for the Camp Far West Irrigation District – a multi-county agency that covers Placer and Yuba counties. Brian will complete one Form 700 using full disclosure (as required for the city position) and covering interests in both Placer and Yuba counties (as required for the multi-county position) and list both positions on the Cover Page. Before signing the statement, Brian will make a copy and sign both statements. One statement will be filed with City of Lincoln and the other will be filed with Camp Far West Irrigation District. Both will contain an original signature.

Part 2. Jurisdiction of Office

•Check the box indicating the jurisdiction of your agency and, if applicable, identify the jurisdiction. Judges, judicial candidates, and court commissioners have statewide jurisdiction. All other filers should review the Reference Pamphlet, page 13, to determine their jurisdiction.

•If your agency is a multi-county office, list each county in which your agency has jurisdiction.

•If your agency is not a state office, court, county office, city office, or multi-county office (e.g., school districts, special districts and JPAs), check the “other” box and enter the county or city in which the agency has jurisdiction.

Example:

This filer is a member of a water district board with jurisdiction in portions of Yuba and Sutter Counties.

1. Office, Agency, or Court

Agency Name (Do not use acronyms)

Feather River Irrigation District

Division, board, Department, District, if applicable		Your Position
N/A			Board Member
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency:	N/A	Position:

2. Jurisdiction of Office (Check at least one box)


	State		Judge or Court Commissioner (Statewide Jurisdiction)

	Multi-County	Yuba & Sutter Counties	County of
x
	City of		Other

Part 3. Type of Statement

Check at least one box. The period covered by a statement is determined by the type of statement you are filing. If you are completing a 2019 annual statement, do not change the pre-printed dates to reflect 2020. Your annual statement is used for reporting the previous year’s economic interests.

Economic interests for your annual filing covering January 1, 2020, through December 31, 2020, will be disclosed on your statement filed in 2021. See Reference Pamphlet, page 4.

Combining Statements: Certain types of statements may be combined. For example, if you leave office after January 1, but before the deadline for filing your annual statement, you may combine your annual and leaving office statements. File by the earliest deadline. Consult your filing officer or the

FPPC.

Part 4. Schedule Summary

•Complete the Schedule Summary after you have reviewed each schedule to determine if you have reportable interests.

•Enter the total number of completed pages including the cover page and either check the box for each schedule you

use to disclose interests; OR if you have nothing to disclose on any schedule, check the “No reportable interests” box.

Please do not attach any blank schedules.

Part 5. Verification

Complete the verification by signing the statement and

entering the date signed. All statements must have an original

“wet” signature or be duly authorized by your filing officer to file electronically under Government Code Section 87500.2. When you sign your statement, you are stating, under penalty of perjury, that it is true and correct. Only the filer

has authority to sign the statement. An unsigned statement

is not considered filed and you may be subject to late filing

penalties.

FPPC FORM 700 - Cover Page (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 6

SCHEDULE A-1

Investments

Stocks, Bonds, and Other Interests

(Ownership Interest is Less Than 10%)

Investments must be itemized.

Do not attach brokerage or financial statements.

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

Comments:

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

►NAME OF BuSINESS ENTITY

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Stock

Other

(Describe)

Partnership

Income Received of $0 - $499

Income Received of $500 or More (Report on Schedule C)

IF APPLICABLE, LIST DATE:

ACquIRED

DISPOSED

FPPC Form 700 - Schedule A-1 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7

Instructions – Schedules A-1 and A-2

Investments

“Investment” means a financial interest in any business

entity (including a consulting business or other independent contracting business) that is located in, doing business in, planning to do business in, or that has done business during the previous two years in your agency’s jurisdiction in which you, your spouse or registered domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more at any time during the reporting period. (See Reference Pamphlet, page 13.)

Reportable investments include:

•Stocks, bonds, warrants, and options, including those held

in margin or brokerage accounts and managed investment funds (See Reference Pamphlet, page 13.)

•Sole proprietorships

•Your own business or your spouse’s or registered domestic partner’s business (See Reference Pamphlet, page 8, for the definition of “business entity.”)

•Your spouse’s or registered domestic partner’s investments even if they are legally separate property

•Partnerships (e.g., a law firm or family farm)

•Investments in reportable business entities held in a retirement account (See Reference Pamphlet, page 15.)

•If you, your spouse or registered domestic partner, and dependent children together had a 10% or greater

ownership interest in a business entity or trust (including a living trust), you must disclose investments held by the business entity or trust. (See Reference Pamphlet, page 16, for more information on disclosing trusts.)

•Business trusts

You are not required to disclose:

•Government bonds, diversified mutual funds, certain funds similar to diversified mutual funds (such as exchange traded funds) and investments held in certain retirement accounts. (See Reference Pamphlet, page 13.) (Regulation 18237)

•Bank accounts, savings accounts, money market accounts and certificates of deposits

•Insurance policies

•Annuities

•Commodities

•Shares in a credit union

•Government bonds (including municipal bonds)

•Retirement accounts invested in non-reportable interests

(e.g., insurance policies, mutual funds, or government bonds) (See Reference Pamphlet, page 15.)

Reminders

•Do you know your agency’s jurisdiction?

•Did you hold investments at any time during the period covered by this statement?

•Code filers – your disclosure categories may only require disclosure of specific investments.

•Government defined-benefit pension plans (such as CalPERS and CalSTRS plans)

•Certain interests held in a blind trust (See Reference

Pamphlet, page 16.)

Use Schedule A-1 to report ownership of less than 10% (e.g., stock). Schedule C (Income) may also be required if

the investment is not a stock or corporate bond. (See second example below.)

Use Schedule A-2 to report ownership of 10% or greater (e.g., a sole proprietorship).

To Complete Schedule A-1:

Do not attach brokerage or financial statements.

•Disclose the name of the business entity.

•Provide a general description of the business activity of the entity (e.g., pharmaceuticals, computers, automobile manufacturing, or communications).

•Check the box indicating the highest fair market value of your investment during the reporting period. If you are filing a candidate or an assuming office statement, indicate the fair market value on the filing date or the date you took office, respectively. (See page 20 for more information.)

•Identify the nature of your investment (e.g., stocks, warrants, options, or bonds).

•An acquired or disposed of date is only required if you initially acquired or entirely disposed of the investment

interest during the reporting period. The date of a stock dividend reinvestment or partial disposal is not required. Generally, these dates will not apply if you are filing a candidate or an assuming office statement.

Examples:

Frank Byrd holds a state agency position. His conflict of interest code requires full disclosure of investments. Frank must disclose his stock holdings of $2,000 or more in any company that is located in or does business in California,

as well as those stocks held by his spouse or registered domestic partner and dependent children.

Alice Lance is a city council member. She has a 4% interest, worth $5,000, in a limited partnership located in the city. Alice

must disclose the partnership on Schedule A-1 and income of $500 or more received from the partnership on Schedule C.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8

SCHEDULE A-2

Investments, Income, and Assets

of Business Entities/Trusts

(Ownership Interest is 10% or Greater)

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

►1. BUSINESS ENTITY OR TRUST

Name

Address (Business Address Acceptable)

Check one

Trust, go to 2

Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

IF APPLICABLE, LIST DATE:

$0 - $1,999

$2,000 - $10,000

$10,001 - $100,000

ACquIRED

DISPOSED

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Partnership

Sole Proprietorship

Other

YOuR BuSINESS POSITION

►2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)

$0 - $499	$10,001 - $100,000
$500 - $1,000	OvER $100,000
$1,001 - $10,000

►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)

None	or	Names listed below

►4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST

Check one box:
INvESTMENT	REAL PROPERTY

Name of Business Entity, if Investment, or

Assessor’s Parcel Number or Street Address of Real Property

Description of Business Activity or

City or Other Precise Location of Real Property

►1. BUSINESS ENTITY OR TRUST

Name

Address (Business Address Acceptable)

Check one

Trust, go to 2

Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BuSINESS

FAIR MARkET vALuE

IF APPLICABLE, LIST DATE:

$0 - $1,999

$2,000 - $10,000

$10,001 - $100,000

ACquIRED

DISPOSED

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INvESTMENT

Partnership

Sole Proprietorship

Other

YOuR BuSINESS POSITION

►2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)

$0 - $499	$10,001 - $100,000
$500 - $1,000	OvER $100,000
$1,001 - $10,000

►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.)

None or

Names listed below

►4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST

Check one box:
INvESTMENT	REAL PROPERTY

Name of Business Entity, if Investment, or

Assessor’s Parcel Number or Street Address of Real Property

Description of Business Activity or

City or Other Precise Location of Real Property

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INTEREST

Property Ownership/Deed of Trust

Leasehold

Yrs. remaining

IF APPLICABLE, LIST DATE:

	/		/	19		/	/	19
ACquIRED					DISPOSED
		Stock			Partnership

Other

FAIR MARkET vALuE

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

Over $1,000,000

NATuRE OF INTEREST

Property Ownership/Deed of Trust

Leasehold

Yrs. remaining

IF APPLICABLE, LIST DATE:

	/		/	19		/	/	19
ACquIRED					DISPOSED
		Stock			Partnership

Other

Check box if additional schedules reporting investments or real property are attached

Comments:		FPPC Form 700 - Schedule A-2 (2019/2020)
		FPPC Form 700 - Schedule A-2 (2019/2020)
		advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov
		Page - 9

Instructions – Schedule A-2

Investments, Income, and Assets of Business Entities/Trusts

Use Schedule A-2 to report investments in a business

entity (including a consulting business or other independent contracting business) or trust (including a living trust) in which you, your spouse or registered domestic partner, and your dependent children, together or separately, had a 10% or greater interest, totaling $2,000 or more, during the reporting period and which is located in, doing business in, planning to do business in, or which has done business during the previous two years in your agency’s jurisdiction. (See Reference Pamphlet, page 13.) A trust located outside your agency’s jurisdiction is reportable if it holds assets that are located in or doing business in the jurisdiction. Do not report a trust that contains non-reportable interests. For example,

a trust containing only your personal residence not used in whole or in part as a business, your savings account, and some municipal bonds, is not reportable.

Also report on Schedule A-2 investments and real property

held by that entity or trust if your pro rata share of the investment or real property interest was $2,000 or more

during the reporting period.

To Complete Schedule A-2:

Part 1. Disclose the name and address of the business entity or trust. If you are reporting an interest in a business entity, check “Business Entity” and complete the box as follows:

•Provide a general description of the business activity of the entity.

•Check the box indicating the highest fair market value of your investment during the reporting period.

•If you initially acquired or entirely disposed of this interest during the reporting period, enter the date acquired or disposed.

•Identify the nature of your investment.

•Disclose the job title or business position you held with the entity, if any (i.e., if you were a director, officer, partner, trustee, employee, or held any position of management). A business position held by your spouse is not reportable.

Part 2. Check the box indicating your pro rata share of the

gross income received by the business entity or trust. This amount includes your pro rata share of the gross income

FROM the business entity or trust, as well as your community property interest in your spouse’s or registered domestic partner’s share. Gross income is the total amount of income before deducting expenses, losses, or taxes.

Part 3. Disclose the name of each source of income that is located in, doing business in, planning to do business in, or

that has done business during the previous two years in your agency’s jurisdiction, as follows:

•Disclose each source of income and outstanding loan to the business entity or trust identified in Part 1 if your pro rata share of the gross income (including your community property interest in your spouse’s or registered domestic partner’s share) to the business entity or trust from that source was $10,000 or more during the reporting

period. (See Reference Pamphlet, page 11, for examples.) Income from governmental sources may be reportable

if not considered salary. See Regulation 18232. Loans

from commercial lending institutions made in the lender’s

regular course of business on terms available to members of the public without regard to your official status are not

reportable.

•Disclose each individual or entity that was a source of commission income of $10,000 or more during the reporting period through the business entity identified in Part 1. (See Reference Pamphlet, page 8.)

You may be required to disclose sources of income located outside your jurisdiction. For example, you may have a client who resides outside your jurisdiction who does business on a regular basis with you. Such a client, if a reportable source of $10,000 or more, must be disclosed.

Mark “None” if you do not have any reportable $10,000 sources of income to disclose. Phrases such as “various clients” or “not disclosing sources pursuant to attorney-client privilege” are not adequate disclosure. (See Reference

Pamphlet, page 14, for information on procedures to request an exemption from disclosing privileged information.)

Part 4. Report any investments or interests in real property held or leased by the entity or trust identified in Part 1 if your pro rata share of the interest held was $2,000 or more during

the reporting period. Attach additional schedules or use

FPPC’s Form 700 Excel spreadsheet if needed.

•Check the applicable box identifying the interest held as real property or an investment.

•If investment, provide the name and description of the business entity.

•If real property, report the precise location (e.g., an assessor’s parcel number or address).

•Check the box indicating the highest fair market value of your interest in the real property or investment during the reporting period. (Report the fair market value of the

portion of your residence claimed as a tax deduction if you are utilizing your residence for business purposes.)

•Identify the nature of your interest.

•Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the property or investment during the reporting period.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 10

SCHEDULE B

Interests in Real Property

(Including Rental Income)

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

►ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS

CITY

FAIR MARkET vALuE			IF APPLICABLE, LIST DATE:
$2,000 - $10,000									19				19
$10,001 - $100,000					/			/	19		/	/	19
$100,001 - $1,000,000				ACquIRED						DISPOSED
$100,001 - $1,000,000
Over $1,000,000
NATuRE OF INTEREST
Ownership/Deed of Trust							Easement
Leasehold
	Yrs. remaining									Other
IF RENTAL PROPERTY, GROSS INCOME RECEIvED
$0 - $499		$500 - $1,000				$1,001 - $10,000
$10,001 - $100,000				OvER $100,000

SOuRCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more.

None

►ASSESSOR’S PARCEL NuMBER OR STREET ADDRESS

CITY

FAIR MARkET vALuE			IF APPLICABLE, LIST DATE:
$2,000 - $10,000								19				19
$10,001 - $100,000					/		/	19		/	/	19
$100,001 - $1,000,000				ACquIRED					DISPOSED
$100,001 - $1,000,000
Over $1,000,000
NATuRE OF INTEREST
Ownership/Deed of Trust						Easement
Leasehold
	Yrs. remaining								Other
IF RENTAL PROPERTY, GROSS INCOME RECEIvED
$0 - $499		$500 - $1,000				$1,001 - $10,000
$10,001 - $100,000				OvER $100,000

SOuRCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more.

None

*You are not required to report loans from a commercial lending institution made in the lender’s regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows:

NAME OF LENDER*

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF LENDER

INTEREST RATE

TERM (Months/Years)

% None

HIGHEST BALANCE DuRING REPORTING PERIOD

$500 - $1,000	$1,001 - $10,000
$10,001 - $100,000	OvER $100,000

Guarantor, if applicable

NAME OF LENDER*

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF LENDER

INTEREST RATE

TERM (Months/Years)

% None

HIGHEST BALANCE DuRING REPORTING PERIOD

$500 - $1,000	$1,001 - $10,000
$10,001 - $100,000	OvER $100,000

Guarantor, if applicable

Comments:

FPPC Form 700 - Schedule B (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 11

Instructions – Schedule B

Interests in Real Property

Report interests in real property located in your agency’s jurisdiction in which you, your spouse or registered domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more any time during

the reporting period. Real property is also considered to be

“within the jurisdiction” of a local government agency if the

property or any part of it is located within two miles outside

the boundaries of the jurisdiction or within two miles of any

land owned or used by the local government agency. (See

Reference Pamphlet, page 13.)

Interests in real property include:

•An ownership interest (including a beneficial ownership interest)

•A deed of trust, easement, or option to acquire property

•A leasehold interest (See Reference Pamphlet, page 14.)

•A mining lease

•An interest in real property held in a retirement account

(See Reference Pamphlet, page 15.)

•An interest in real property held by a business entity or trust in which you, your spouse or registered domestic partner, and your dependent children together had a 10% or greater ownership interest (Report on Schedule A-2.)

•Your spouse’s or registered domestic partner’s interests in real property that are legally held separately by him or her

YOU ARE NOT required to report:

• A residence, such as a home or vacation cabin, used

exclusively as a personal residence (However, a residence

in which you rent out a room or for which you claim a

business deduction may be reportable. If reportable,

disclose the number of years remaining on the lease.

•If you received rental income, check the box indicating the gross amount you received.

•If you had a 10% or greater interest in real property and received rental income, list the name of the source(s) if

your pro rata share of the gross income from any single tenant was $10,000 or more during the reporting period. If you received a total of $10,000 or more from two or more tenants acting in concert (in most cases, this will apply

to married couples), disclose the name of each tenant. Otherwise, mark “None.”

•Loans from a private lender that total $500 or more and are secured by real property may be reportable. Loans from commercial lending institutions made in the lender’s regular course of business on terms available to members of the public without regard to your official status are not reportable.

When reporting a loan:

-Provide the name and address of the lender.

-Describe the lender’s business activity.

-Disclose the interest rate and term of the loan. For variable interest rate loans, disclose the conditions of the loan (e.g., Prime + 2) or the average interest rate paid during the reporting period. The term of a loan is the total number of months or years given for repayment of the loan at the time the loan was established.

-Check the box indicating the highest balance of the loan during the reporting period.

report the fair market value of the portion claimed as a tax

deduction.)

• Some interests in real property held through a blind trust

(See Reference Pamphlet, page 16.)

• Please note: A non-reportable property can still

be grounds for a conflict of interest and may be

disqualifying.

To Complete Schedule B:

•Report the precise location (e.g., an assessor’s parcel number or address) of the real property.

•Check the box indicating the fair market value of your

interest in the property (regardless of what you owe on the property).

•Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the property during the reporting period.

•Identify the nature of your interest. If it is a leasehold,

Reminders

•Income and loans already reported on Schedule B are not also required to be reported on Schedule C.

•Real property already reported on Schedule A-2, Part 4 is not also required to be reported on Schedule B.

•Code filers – do your disclosure categories require disclosure of real property?

-Identify a guarantor, if applicable.

If you have more than one

reportable loan on a single

piece of real property, report the additional loan(s) on

Schedule C.

Example:

Allison Gande is a city planning commissioner.

During the reporting period,

she received rental income of

$12,000, from a single tenant

who rented property she owned in the city’s jurisdiction. If Allison received $6,000 each from two tenants, the tenants’ names would not be required because no single tenant paid her $10,000 or

more. A married couple is considered a single tenant.

► ASSESSOR’S PARCEL NUMBER OR street address

4600 24th Street

city

Sacramento

fair market value

if applicable, list date:

$2,000 - $10,000

$10,001 - $100,000

$100,001 - $1,000,000

acquired

disposed

over $1,000,000

nature of interest

ownership/deed of trust

easement

leasehold

yrs. remaining

other

if rental property, gross income received

$500 - $1,000

$1,001 - $10,000

$0 - $499

over $100,000

$10,001 - $100,000

sources of rental income: if you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10,000 or more.

none

Henry Wells

name of lender*

Sophia Petroillo

address (Business Address Acceptable)

2121 Blue Sky Parkway, Sacramento

business activity, if any, of lender

Restaurant Owner


interest rate				term (months/years)
8		%	none		15 Years
8		%	none		15 Years
highest balance during reporting period
				$1,001 - $10,000
	$500 - $1,000			$1,001 - $10,000
				over $100,000
	$10,001 - $100,000			over $100,000

guarantor, if applicable

comments:

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 12

SCHEDULE C

Income, Loans, & Business

POSITIONS

(Other than Gifts and Travel Payments)

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

► 1. INCOME RECEIVED

NAME OF SOuRCE OF INCOME

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

YOuR BuSINESS POSITION

GROSS INCOME RECEIvED

No Income - Business Position Only

GROSS INCOME RECEIvED

No Income - Business Position Only

$500 - $1,000

$1,001 - $10,000

$500 - $1,000

$1,001 - $10,000

$10,001 - $100,000

OvER $100,000

$10,001 - $100,000

OvER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIvED

Salary

Spouse’s or registered domestic partner’s income

Salary

Spouse’s or registered domestic partner’s income

(For self-employed use Schedule A-2.)

Partnership (Less than 10% ownership. For 10% or greater use

Schedule A-2.)

Sale of

(Real property, car, boat, etc.)

Loan repayment

Commission or

Rental Income, list each source of $10,000 or more

Commission or

Rental Income, list each source of $10,000 or more

(Describe)

Other

(Describe)

►2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD

* You are not required to report loans from a commercial lending institution, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender’s regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows:

NAME OF LENDER*

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF LENDER

HIGHEST BALANCE DuRING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000

$10,001 - $100,000 OvER $100,000

INTEREST RATE

TERM (Months/Years)

% None

SECuRITY FOR LOAN
None					Personal residence
Real Property
					Street address

					City
Guarantor
Other
					(Describe)

Comments:

FPPC Form 700 - Schedule C (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 13

Instructions – Schedule C

Income, Loans, & Business Positions

(Income Other Than Gifts and Travel Payments)

Reporting Income:

Report the source and amount of gross income of $500 or

more you received during the reporting period. Gross income is the total amount of income before deducting expenses, losses, or taxes and includes loans other than loans from a commercial lending institution. (See Reference Pamphlet, page 11.) You must also report the source of income to your

spouse or registered domestic partner if your community property share was $500 or more during the reporting period.

The source and income must be reported only if the source is located in, doing business in, planning to do business in,

or has done business during the previous two years in your

agency’s jurisdiction. (See Reference Pamphlet, page 13.)

Reportable sources of income may be further limited by your disclosure category located in your agency’s conflict of

interest code.

Reporting Business Positions:

You must report your job title with each reportable business

entity even if you received no income during the reporting period. Use the comments section to indicate that no income was received.

Commonly reportable income and loans include:

•Salary/wages, per diem, and reimbursement for expenses including travel payments provided by your employer

•Community property interest (50%) in your spouse’s or registered domestic partner’s income - report the employer’s name and all other required information

•Income from investment interests, such as partnerships, reported on Schedule A-1

•Commission income not required to be reported on Schedule A-2 (See Reference Pamphlet, page 8.)

•Gross income from any sale, including the sale of a house or car (Report your pro rata share of the total sale price.)

•Rental income not required to be reported on Schedule B

•Prizes or awards not disclosed as gifts

•Payments received on loans you made to others

•An honorarium received prior to becoming a public official (See Reference Pamphlet, page 10.)

•Incentive compensation (See Reference Pamphlet, page 12.)

Reminders

•Code filers – your disclosure categories may not require disclosure of all sources of income.

•If you or your spouse or registered domestic partner are self-employed, report the business entity on Schedule A-2.

•Do not disclose on Schedule C income, loans, or business positions already reported on Schedules A-2 or B.

YOU ARE NOT required to report:

•Salary, reimbursement for expenses or per diem, or social security, disability, or other similar benefit payments

received by you or your spouse or registered domestic partner from a federal, state, or local government agency.

•Stock dividends and income from the sale of stock unless the source can be identified.

•Income from a PERS retirement account.

(See Reference Pamphlet, page 12.)

To Complete Schedule C:

PART 1. Income Received/Business Position Disclosure

•Disclose the name and address of each source of income or each business entity with which you held a business position.

•Provide a general description of the business activity if the source is a business entity.

•Check the box indicating the amount of gross income received.

•Identify the consideration for which the income was received.

•For income from commission sales, check the box

indicating the gross income received and list the name of each source of commission income of $10,000 or more. (See Reference Pamphlet, page 8.) Note: If you receive commission income on a regular basis or have an ownership interest of 10% or more, you must disclose the business entity and the income on Schedule A-2.

•Disclose the job title or business position, if any, that you held with the business entity, even if you did not receive income during the reporting period.

Part 2. LoanS Received or Outstanding During the Reporting Period

•Provide the name and address of the lender.

•Provide a general description of the business activity if the lender is a business entity.

•Check the box indicating the highest balance of the loan during the reporting period.

•Disclose the interest rate and the term of the loan.

-For variable interest rate loans, disclose the conditions of the loan (e.g., Prime + 2) or the average interest rate paid during the reporting period.

-The term of the loan is the total number of months or years given for repayment of the loan at the time the loan was entered into.

•Identify the security, if any, for the loan.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 14

SCHEDULE D INCOME – GIFTS

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE (mm/dd/yy)			vALuE	DESCRIPTION OF GIFT(S)
	/	/	$
	/	/	$
	/	/	$

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE (mm/dd/yy)			vALuE	DESCRIPTION OF GIFT(S)
	/	/	$
	/	/	$
	/	/	$

► NAME OF SOuRCE (Not an Acronym)

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE (mm/dd/yy)			vALuE	DESCRIPTION OF GIFT(S)
	/	/	$
	/	/	$
	/	/	$

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE (mm/dd/yy)			vALuE	DESCRIPTION OF GIFT(S)
	/	/	$
	/	/	$
	/	/	$

► NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE (mm/dd/yy) vALuE

DESCRIPTION OF GIFT(S)

DATE (mm/dd/yy) vALuE

DESCRIPTION OF GIFT(S)

Comments:

FPPC Form 700 - Schedule D (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 15

Instructions – Schedule D

INCOME – GIFTS

A gift is anything of value for which you have not provided equal or greater consideration to the donor. A gift is reportable if its fair market value is $50 or more. In addition,

multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.

It is the acceptance of a gift, not the ultimate use to which it is put, that imposes your reporting obligation. Except as noted below, you must report a gift even if you never used it or if you

gave it away to another person.

If the exact amount of a gift is unknown, you must make a good faith estimate of the item’s fair market value. Listing the value of a gift as “over $50” or “value unknown” is not adequate disclosure. In addition, if you received a gift through an intermediary, you must disclose the name, address, and

business activity of both the donor and the intermediary. You

may indicate an intermediary either in the “source” field after the name or in the “comments” section at the bottom

of Schedule D.

Commonly reportable gifts include:

•Tickets/passes to sporting or entertainment events

•Tickets/passes to amusement parks

•Parking passes not used for official agency business

•Food, beverages, and accommodations, including those

provided in direct connection with your attendance at a convention, conference, meeting, social event, meal, or like gathering

•Rebates/discounts not made in the regular course of business to members of the public without regard to official status

•Wedding gifts (See Reference Pamphlet, page 16)

•An honorarium received prior to assuming office (You may report an honorarium as income on Schedule C, rather than as a gift on Schedule D, if you provided services of equal or greater value than the payment received. See Reference Pamphlet, page 10.)

•Transportation and lodging (See Schedule E.)

•Forgiveness of a loan received by you

Reminders

•Gifts from a single source are subject to a $500 limit in 2019. (See Reference Pamphlet, page 10.)

•Code filers – you only need to report gifts from reportable sources.

Gift Tracking Mobile Application

•FPPC has created a gift tracking app for mobile devices that helps filers track gifts and provides a quick

and easy way to upload the information to the Form

700. visit FPPC’s website to download the app.

YOU ARE NOT required to disclose:

•Gifts that were not used and that, within 30 days after receipt, were returned to the donor or delivered to a charitable organization or government agency without being claimed by you as a charitable contribution for tax purposes

•Gifts from your spouse or registered domestic partner, child, parent, grandparent, grandchild, brother, sister, and

certain other family members (See Regulation 18942 for a complete list.). The exception does not apply if the donor was acting as an agent or intermediary for a reportable source who was the true donor.

•Gifts of similar value exchanged between you and an individual, other than a lobbyist registered to lobby your state agency, on holidays, birthdays, or similar occasions

•Gifts of informational material provided to assist you in the performance of your official duties (e.g., books, pamphlets, reports, calendars, periodicals, or educational seminars)

•A monetary bequest or inheritance (However, inherited

investments or real property may be reportable on other schedules.)

•Personalized plaques or trophies with an individual value of less than $250

•Campaign contributions

•up to two tickets, for your own use, to attend a fundraiser for a campaign committee or candidate, or to a fundraiser

for an organization exempt from taxation under Section

501(c)(3) of the Internal Revenue Code. The ticket must be received from the organization or committee holding the fundraiser.

•Gifts given to members of your immediate family if the source has an established relationship with the family

member and there is no evidence to suggest the donor had a purpose to influence you. (See Regulation 18943.)

•Free admission, food, and nominal items (such as a pen, pencil, mouse pad, note pad or similar item) available to all attendees, at the event at which the official makes a speech (as defined in Regulation 18950(b)(2)), so long as the admission is provided by the person who organizes the event.

•Any other payment not identified above, that would otherwise meet the definition of gift, where the payment is

made by an individual who is not a lobbyist registered to lobby the official’s state agency, where it is clear that the

gift was made because of an existing personal or business relationship unrelated to the official’s position and there

is no evidence whatsoever at the time the gift is made to suggest the donor had a purpose to influence you.

To Complete Schedule D:

•Disclose the full name (not an acronym), address, and, if a business entity, the business activity of the source.

•Provide the date (month, day, and year) of receipt, and disclose the fair market value and description of the gift.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 16

SCHEDULE E

INCOME – GIFTS

Travel Payments, Advances,

and Reimbursements

CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION

Name

•Mark either the gift or income box.

•Mark the “501(c)(3)” box for a travel payment received from a nonprofit 501(c)(3) organization or the “Speech” box if you made a speech or participated in a panel. Per Government Code Section 89506, these payments may not be subject to the gift limit. However, they may result in a disqualifying conflict of interest.

•For gifts of travel, provide the travel destination.

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

CITY AND STATE

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE(S):

AMT: $

(If gift)

► MuST CHECk ONE:

Gift

-OR-

Income

Made a Speech/Participated in a Panel

Other - Provide Description

►If Gift, Provide Travel Destination

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

CITY AND STATE

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE(S):

AMT: $

(If gift)

► MuST CHECk ONE:

Gift

-OR-

Income

Made a Speech/Participated in a Panel

Other - Provide Description

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

CITY AND STATE

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE(S):

AMT: $

(If gift)

► MuST CHECk ONE:

Gift

-OR-

Income

Made a Speech/Participated in a Panel

Other - Provide Description

► If Gift, Provide Travel Destination

►NAME OF SOuRCE (Not an Acronym)

ADDRESS (Business Address Acceptable)

CITY AND STATE

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

DATE(S):

AMT: $

(If gift)

► MuST CHECk ONE:

Gift

-OR-

Income

Made a Speech/Participated in a Panel

Other - Provide Description

► If Gift, Provide Travel Destination

Comments:

FPPC Form 700 - Schedule E (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 17

Instructions – Schedule E

Travel Payments, Advances,

and Reimbursements

Travel payments reportable on Schedule E include advances

and reimbursements for travel and related expenses,

including lodging and meals.

Gifts of travel may be subject to the gift limit. In addition, certain travel payments are reportable gifts, but are not subject to the gift limit. To avoid possible misinterpretation

or the perception that you have received a gift in excess of

the gift limit, you may wish to provide a specific description of

the purpose of your travel. (See the FPPC fact sheet entitled

“Limitations and Restrictions on Gifts, Honoraria, Travel, and Loans” to read about travel payments under section

89506(a).)

$500 or more from a single source during the period

covered by the statement. You have the burden of

proving the payments are income rather than gifts.

When reporting travel payments as income, you must

describe the services you provided in exchange for the

payment. You are not required to disclose the date(s)

for travel payments that are income.

Example:

City council member MaryClaire Chandler is the chair of a 501(c)(6) trade association, and the association pays for her travel to attend its meetings. Because MaryClaire is deemed to be providing equal or greater consideration for the travel

YOU ARE NOT required to disclose:

• Travel payments received from any state, local, or federal

government agency for which you provided services equal

or greater in value than the payments received, such as

reimbursement for travel on agency business from your

government agency employer.

• A payment for travel from another local, state, or federal

government agency and related per diem expenses when

the travel is for education, training or other inter-agency

programs or purposes.

• Travel payments received from your employer in the

payment by virtue of serving on the board, this

payment may be reported

as income. Payments for MaryClaire to attend

other events for which she is not providing services

are likely considered gifts. Note that the same payment from a 501(c)3 would NOT be reportable.

Example:

►NAME OF SOURCE (Not an Acronym)

Health Services Trade Association

ADDRESS (Business Address Acceptable)

1230 K Street, Suite 610

CITY AND STATE

Sacramento, CA

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

Association of Healthcare Workers

DATE(S):

AMT: $

550.00

(If gift)

► MuST CHECK ONE:

Gift

-or-

Income

Made a Speech/Participated in a Panel

●Other - Provide Description Travel reimbursement for board meeting.

►If Gift, Provide Travel Destination

normal course of your employment that are included in the

income reported on Schedule C.

• A travel payment that was received from a nonprofit

entity exempt from taxation under Internal Revenue

Code Section 501(c)(3) for which you provided equal or

greater consideration, such as reimbursement for travel on

business for a 501(c)(3) organization for which you are a

board member.

Note: Certain travel payments may not be reportable if reported via email on Form 801 by your agency.

To Complete Schedule E:

•Disclose the full name (not an acronym) and address of the source of the travel payment.

•Identify the business activity if the source is a business entity.

•Check the box to identify the payment as a gift or income, report the amount, and disclose the date(s).

•Travel payments are gifts if you did not provide services that were equal to or greater in value than the payments received. You must disclose gifts totaling $50 or more from a single source during the period covered by the statement.

When reporting travel payments that are gifts, you must provide a description of the gift, the date(s) received, and the travel destination.

•Travel payments are income if you provided services that were equal to or greater in value than the payments received. You must disclose income totaling

Mayor kim travels to China on a trip organized by China Silicon valley Business Development, a California nonprofit, 501(c)(6) organization. The Chengdu Municipal People’s Government pays for Mayor kim’s airfare and travel costs, as well as his meals and lodging during the trip. The trip’s agenda shows that the trip’s purpose is to promote job

creation and economic

► NAME OF SOURCE (Not an Acronym)

activity in China and in

Chengdu Municipal People's Government

ADDRESS (Business Address Acceptable)

Silicon valley, so the trip

2 Caoshi St, CaoShiJie, Qingyang Qu, Chengdu Shi,

is reasonably related to

CITY AND STATE

Sichuan Sheng, China, 610000

a governmental purpose.

501 (c)(3) or DESCRIBE BuSINESS ACTIvITY, IF ANY, OF SOuRCE

Thus, Mayor kim must

DATE(S):

AMT: $

3,874.38

report the gift of travel,

(If gift)

but the gift is exempt from

► MuST CHECK ONE:

Gift -or-

Income

Made a Speech/Participated in a Panel

the gift limit. In this case,

● Other - Provide Description

Travel reimbursement for

the travel payments are

trip to China.

► If Gift, Provide Travel Destination

not subject to the gift limit

Sichuan Sheng, China

because the source is

a foreign government and because the travel is reasonably related to a governmental purpose. (Section 89506(a)(2).) Note that Mayor kim could be disqualified from participating in or making decisions about The Chengdu Municipal People’s

Government for 12 months. Also note that if China Silicon valley Business Development (a 501(c)(6) organization) paid for the travel costs rather than the governmental organization, the payments would be subject to the gift limits. (See the FPPC fact sheet, Limitations and Restrictions on Gifts, Honoraria, Travel and Loans, at www.fppc.ca.gov.)

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 18

Restrictions and Prohibitions

The Political Reform Act (Gov. Code Sections 81000-

91014) requires most state and local government officials

and employees to publicly disclose their personal assets and income. They also must disqualify themselves from participating in decisions that may affect their

personal economic interests. The Fair Political Practices

Commission (FPPC) is the state agency responsible for issuing the attached Statement of Economic Interests, Form 700, and for interpreting the law’s provisions.

Gift Prohibition

Gifts received by most state and local officials, employees, and candidates are subject to a limit. In 2019-2020, the gift

limit is $500 from a single source during a calendar year.

Additionally, state officials, state candidates, and certain state employees are subject to a $10 limit per calendar month on gifts from lobbyists and lobbying firms registered with the Secretary of State. See Reference Pamphlet,

page 10.

State and local officials and employees should check with

their agency to determine if other restrictions apply.

Disqualification

Public officials are, under certain circumstances, required to disqualify themselves from making, participating in, or attempting to influence governmental decisions that will affect their economic interests. This may include interests they are not required to disclose. For example, a personal residence is often not reportable, but may be grounds for disqualification. Specific disqualification requirements apply to 87200 filers (e.g., city councilmembers, members of boards of supervisors, planning commissioners, etc.). These officials must publicly identify the economic interest that creates a conflict of interest and leave the room before

a discussion or vote takes place at a public meeting. For more information, consult Government Code Section 87105, Regulation 18707, and the Guide to Recognizing Conflicts of Interest page at www.fppc.ca.gov.

Honorarium Ban

Most state and local officials, employees, and candidates

are prohibited from accepting an honorarium for any speech given, article published, or attendance at a conference, convention, meeting, or like gathering. (See Reference Pamphlet, page 10.)

Loan Restrictions

Certain state and local officials are subject to restrictions on loans. (See Reference Pamphlet, page 14.)

Post-Governmental Employment

There are restrictions on representing clients or employers

before former agencies. The provisions apply to elected state officials, most state employees, local elected officials, county chief administrative officers, city managers, including the chief administrator of a city, and general

managers or chief administrators of local special districts and JPAs. The FPPC website has fact sheets explaining

the provisions.

Late Filing

The filing officer who retains originally-signed or electronically filed statements of economic interests may impose on an individual a fine for any statement that is filed late. The fine is $10 per day up to a maximum of $100. Late filing penalties may be reduced or waived under certain

circumstances.

Persons who fail to timely file their Form 700 may be referred to the FPPC’s Enforcement Division (and, in some cases, to the Attorney General or district attorney) for investigation and possible prosecution. In addition to the late filing penalties, a fine of up to $5,000 per violation may

be imposed.

FOR ASSISTANCE concerning reporting, prohibitions, and

restrictions under the Act:

•Email questions to advice@fppc.ca.gov.

•Call the FPPC toll-free at (866) 275-3772.

FORM 700 IS A PUBLIC DOCUMENT

Public Access Must Be Provided

Statements of Economic Interests are public documents. The filing officer must permit any

member of the public to inspect and receive a copy of any statement.

•Statements must be available as soon as possible during the agency's regular business hours, but in any event not later than the second business

day after the statement is received. Access to the

Form 700 is not subject to the Public Records Act procedures.

•No conditions may be placed on persons seeking access to the forms.

•No information or identification may be required from persons seeking access.

•Reproduction fees of no more than 10 cents per page may be charged.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 19

Questions and Answers

GENERAL

Q.What is the reporting period for disclosing interests on an assuming office statement or a candidate statement?

A.On an assuming office statement, disclose all reportable investments, interests in real property, and

business positions held on the date you assumed office. In addition, you must disclose income (including loans, gifts and travel payments) received during the 12 months prior to the date you assumed office.

On a candidate statement, disclose all reportable investments, interests in real property, and business positions held on the date you file your declaration of candidacy. You must also disclose income (including loans, gifts and travel payments) received during the 12 months prior to the date you file your declaration of candidacy.

q.I hold two other board positions in addition to my position with the county. Must I file three statements of economic interests?

A.Yes, three are required. However, you may complete one statement listing the county and the two boards on

the Cover Page or an attachment as the agencies for which you will be filing. Report your economic interests using the largest jurisdiction and highest disclosure requirements assigned to you by the three agencies. Make two copies of the entire statement before signing it, sign each copy with an original signature, and distribute one original to the county and to each of the two boards. Remember to complete separate statements for positions that you leave or assume during the year.

q.I am a department head who recently began acting as city manager. Should I file as the city manager?

A.Yes. File an assuming office statement as city manager. Persons serving as “acting,” “interim,” or “alternate” must file as if they hold the position because they are or may be performing the duties of the position.

q.My spouse and I are currently separated and in the process of obtaining a divorce. Must I still report my spouse’s income, investments, and interests in real property?

A.Yes. A public official must continue to report a spouse’s

economic interests until such time as dissolution of marriage proceedings is final. However, if a separate

property agreement has been reached prior to that time, your estranged spouse’s income may not have to be reported. Contact the FPPC for more information.

q.As a designated employee, I left one state agency to work for another state agency. Must I file a leaving office statement?

A.Yes. You may also need to file an assuming office statement for the new agency.

Investment Disclosure

q.I have an investment interest in shares of stock in a company that does not have an office in my jurisdiction. Must I still disclose my investment interest in this company?

A.Probably. The definition of “doing business in the jurisdiction” is not limited to whether the business has an office or physical location in your jurisdiction. (See Reference Pamphlet, page 13.)

q. My spouse and I have a living trust. The trust holds rental property in my jurisdiction, our primary residence, and investments in diversified mutual funds. I have full

disclosure. How is this trust disclosed?

A.Disclose the name of the trust, the rental property and its income on Schedule A-2. Your primary residence and investments in diversified mutual funds registered with the SEC are not reportable.

q. I am required to report all investments. I have an IRA

that contains stocks through an account managed by a brokerage firm. Must I disclose these stocks even though they are held in an IRA and I did not decide

which stocks to purchase?

A.Yes. Disclose on Schedule A-1 or A-2 any stock worth $2,000 or more in a business entity located in or doing business in your jurisdiction.

Q.The value of my stock changed during the reporting period. How do I report the value of the stock?

A.You are required to report the highest value that the stock reached during the reporting period. You may

use your monthly statements to determine the highest value. You may also use the entity’s website to determine the highest value. You are encouraged to

keep a record of where you found the reported value.

Note that for an assuming office statement, you must

report the value of the stock on the date you assumed office.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 20

Questions and Answers

Continued

q.I am the sole owner of my business, an S-Corporation. I believe that the nature of the business is such that it cannot be said to have any “fair market value” because it has no assets. I operate the corporation under

an agreement with a large insurance company. My

contract does not have resale value because of its nature as a personal services contract. Must I report the fair market value for my business on Schedule A-2 of the Form 700?

A.Yes. Even if there are no tangible assets, intangible assets, such as relationships with companies and clients are commonly sold to qualified professionals. The “fair market value” is often quantified for other purposes, such as marital dissolutions or estate planning. In addition, the IRS presumes that “personal services corporations” have a fair market value. A professional “book of business” and the associated

goodwill that generates income are not without a determinable value. The Form 700 does not require a precise fair market value; it is only necessary to check a box indicating the broad range within which the value falls.

q.I own stock in IBM and must report this investment on Schedule A-1. I initially purchased this stock in the early 1990s; however, I am constantly buying and selling shares. Must I note these dates in the “Acquired” and “Disposed” fields?

A.No. You must only report dates in the “Acquired” or “Disposed” fields when, during the reporting period, you initially purchase a reportable investment worth $2,000

or more or when you dispose of the entire investment.

You are not required to track the partial trading of an investment.

q.On last year’s filing I reported stock in Encoe valued at $2,000 - $10,000. Late last year the value of this stock fell below and remains at less than $2,000. How should this be reported on this year’s statement?

A.You are not required to report an investment if the value was less than $2,000 during the ENTIRE reporting period.

However, because a disposed date is not required for stocks that fall below $2,000, you may want to report the stock and note in the “comments” section that the value fell below $2,000. This would be for informational purposes only; it is not a requirement.

Q.We have a Section 529 account set up to save money for our son’s college education. Is this reportable?

A.If the Section 529 account contains reportable interests (e.g., common stock valued at $2,000 or more), those

interests are reportable (not the actual Section 529 account). If the account contains solely mutual funds, then nothing is reported.

INCOME DISCLOSURE

q. I reported a business entity on Schedule A-2. Clients of my business are located in several states. Must I report

all clients from whom my pro rata share of income is $10,000 or more on Schedule A-2, Part 3?

A.No, only the clients located in or doing business on a regular basis in your jurisdiction must be disclosed.

q.I believe I am not required to disclose the names of

clients from whom my pro rata share of income is $10,000 or more on Schedule A-2 because of their right to privacy. Is there an exception for reporting clients’ names?

A.Regulation 18740 provides a procedure for requesting an exemption to allow a client’s name not to be disclosed if disclosure of the name would violate a legally recognized privilege under California or Federal

law. This regulation may be obtained from our website at www.fppc.ca.gov. (See Reference Pamphlet, page 14.)

q.I am sole owner of a private law practice that is not

reportable based on my limited disclosure category.

However, some of the sources of income to my law practice are from reportable sources. Do I have to disclose this income?

A.Yes, even though the law practice is not reportable,

reportable sources of income to the law practice of $10,000 or more must be disclosed. This information

would be disclosed on Schedule C with a note in the

“comments” section indicating that the business entity

is not a reportable investment. The note would be for informational purposes only; it is not a requirement.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 21

Questions and Answers

Continued

q. I am the sole owner of my business. Where do I

disclose my income - on Schedule A-2 or Schedule C?

A.Sources of income to a business in which you have an ownership interest of 10% or greater are disclosed on Schedule A-2. (See Reference Pamphlet, page 8.)

q.My husband is a partner in a four-person firm where

all of his business is based on his own billings and collections from various clients. How do I report my community property interest in this business and the income generated in this manner?

A.If your husband’s investment in the firm is 10% or greater, disclose 100% of his share of the business on Schedule A-2, Part 1 and 50% of his income on Schedule A-2, Parts 2 and 3. For example, a client of your husband’s must be a source of at least $20,000 during the reporting period before the client’s name is reported.

Real Property Disclosure

Q.During this reporting period we switched our principal place of residence into a rental. I have full disclosure and the property is located in my agency’s jurisdiction, so it is now reportable. Because I have not reported this property before, do I need to show an “acquired” date?

A.No, you are not required to show an “acquired” date because you previously owned the property. However, you may want to note in the “comments” section that the property was not previously reported because it was

used exclusively as your residence. This would be for informational purposes only; it is not a requirement.

q.I am a city manager, and I own a rental property located in an adjacent city, but one mile from the city limit. Do I need to report this property interest?

A. Yes. You are required to report this property because

q.How do I disclose my spouse’s or registered domestic partner’s salary?

it is located within 2 miles of the boundaries of the city you manage.

A.Report the name of the employer as a source of income on Schedule C.

q. I am a doctor. For purposes of reporting $10,000 sources of income on Schedule A-2, Part 3, are the

patients or their insurance carriers considered sources of income?

A.If your patients exercise sufficient control by selecting you instead of other doctors, then your patients, rather than their insurance carriers, are sources of income to you. (See Reference Pamphlet, page 14.)

q.I received a loan from my grandfather to purchase my home. Is this loan reportable?

q.Must I report a home that I own as a personal residence for my daughter?

A.You are not required to disclose a home used as a

personal residence for a family member unless you receive income from it, such as rental income.

q.I am a co-signer on a loan for a rental property owned by a friend. Since I am listed on the deed of trust, do I need to report my friend’s property as an interest in real property on my Form 700?

A.No. Simply being a co-signer on a loan for property does not create a reportable interest in real property for you.

A.No. Loans received from family members are not reportable.

q.Many years ago, I loaned my parents several thousand dollars, which they paid back this year. Do I need to report this loan repayment on my Form 700?

A.No. Payments received on a loan made to a family member are not reportable.

GIFT DISCLOSURE

Q.If I received a reportable gift of two tickets to a concert valued at $100 each, but gave the tickets to a friend because I could not attend the concert, do I have any reporting obligations?

A.Yes. Since you accepted the gift and exercised discretion and control of the use of the tickets, you must disclose the gift on Schedule D.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 22

Questions and Answers

Continued

Q.Julia and Jared Benson, a married couple, want to give a piece of artwork to a county supervisor. Is each spouse considered a separate source for purposes of the gift limit and disclosure?

A.Yes, each spouse may make a gift valued at the gift limit during a calendar year. For example, during 2019 the gift limit was $500, so the Bensons may have given the supervisor artwork valued at no more than $1,000. The supervisor must identify Jared and Julia Benson as the sources of the gift.

q. I am a Form 700 filer with full disclosure. Our agency holds a holiday raffle to raise funds for a local charity. I bought $10 worth of raffle tickets and won a gift

basket valued at $120. The gift basket was donated by

Doug Brewer, a citizen in our city. At the same event, I bought raffle tickets for, and won a quilt valued at $70. The quilt was donated by a coworker. Are these

reportable gifts?

A.Because the gift basket was donated by an outside source (not an agency employee), you have received a

reportable gift valued at $110 (the value of the basket less the consideration paid). The source of the gift

is Doug Brewer and the agency is disclosed as the intermediary. Because the quilt was donated by an employee of your agency, it is not a reportable gift.

q. My agency is responsible for disbursing grants. An applicant (501(c)(3) organization) met with agency employees to present its application. At this meeting,

the applicant provided food and beverages. Would the food and beverages be considered gifts to the

employees? These employees are designated in our agency’s conflict of interest code and the applicant is a

reportable source of income under the code.

A.Yes. If the value of the food and beverages consumed by any one filer, plus any other gifts received from the

same source during the reporting period total $50 or more, the food and beverages would be reported using the fair market value and would be subject to the gift limit.

q.I received free admission to an educational conference related to my official duties. Part of the conference fees included a round of golf. Is the value of the golf considered informational material?

A.No. The value of personal benefits, such as golf, attendance at a concert, or sporting event, are gifts subject to reporting and limits.

FPPC FORM 700 (2019/2020) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 23

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