Mandatory Reports & Filings
Ethics Training for Local Officials (AB 1234) - Proof of Completion Certificates
- Assembly Bill Number 1234 (AB 1234) requires that if a local agency provides any type of compensation, salary, or stipend to, or reimburses the expenses of a member of its legislative body (as defined in California Government Code Section 54952), that local agency's officials must receive training in ethics.
Statement of Economic Interests (Form 700)
The Political Reform Act (California Government Code Sections 81000-91014) requires designated government officials and employees to publicly disclose their personal assets and income on Form 700; these individuals also must disqualify themselves from participating in decisions which may affect their personal economic interests. The most recent forms are provided:
Agency Report of Ceremonial Role Events & Ticket Distributions (Form 802)
- Form 802 is used by state and local government agencies to disclose detailed information about the distribution of tickets and passes, including the identity of persons who receive the tickets and passes and the public purpose of each ticket distribution. The Form 802 is also used to disclose information about ceremonial role events (PDF).
- FPPC Regulation 18944.1 sets out the circumstances under which an agency’s distribution of tickets to entertainment events, sporting events, and like occasions would not result in a gift to individuals that attend the function. In accordance with the regulation, the agency must adopt a policy which identifies the public purpose served in distributing the admissions. Form 802 serves to detail each event and the public purpose of each ticket distribution.
Behested Payment Report (Form 803)
- The Political Reform Act requires elected officials to disclose payments made at their behest, principally for legislative, governmental, or charitable purposes (not for personal or campaign purposes) on Form 803.
Public Official Appointments Report (Form 806)
- Form 806 (PDF) is used to report additional compensation that officials receive when appointing themselves to positions on committees, boards or commissions of a public agency, special district, or joint powers agency or authority. (FPPC Regulation 18705.5.)
Recipient Committee Statement of Organization (Form 410)
- A recipient committee is any individual (including an officeholder or a candidate), group of individuals, organization, or any other entity that receives contributions totaling $2,000 or more during a calendar year.
- The Political Reform Act requires a recipient committee to file a statement of organization (Form 410) once it has received $2,000 in contributions. Forms for the past calendar year are provided:
Recipient Committee Campaign Statement (Form 460)
- The Political Reform Act requires receipts and expenditures in election campaigns to be fully and truthfully disclosed; Form 460 is used by all recipient committees or any candidate or officeholder who does not control a recipient committee to disclose receipts, expenditures, and other financial activity.
- Kimberly Adams 460 Form (PDF)
- Allan Bernstein 460 Form (PDF)
- Austin Lumbard 460 Form (PDF)
- Barry W. Cooper 460 Form (PDF)
- Charles Puckett 460 Form (PDF)
- Leticia Clark 460 Form (PDF)
- Tustin Police Officers Association Political Action Committee (PDF)
- Tustin Police Support Services Political Action Committee 425 (PDF)
- Stephen Melvin 460 Form (PDF)
Officeholder and Candidate Campaign Statement (Form 470)
- In accordance with the Political Reform Act, Form 470 is for use by officeholders and candidates who do not have a controlled committee; do not anticipate receiving contributions totaling $1,000 or more during the calendar year; and do not anticipate spending $1,000 or more during the calendar year.
California Senate Bill 272
- Governor Jerry Brown approved SB 272 on October 11, 2015. SB 272 requires local agencies (excluding local education agencies) to create a catalog of enterprise systems.