Appendix to Conflict of Interest

APPENDIX

To the Conflict of Interest Code of the

San Francisco Unified School District and County Office of Education

 

This Appendix applies to the San Francisco Unified School District and the County Office of Education.

 

Disclosure Categories

 

1. Category 1

A person designated Category 1 shall disclose:

1. Interests in real property located entirely or partly within District boundaries, or within two miles of District boundaries, or of any land owned or used by the District.
2. Investments or business positions in or income from sources which are engaged in the acquisition or disposal of real property within the District, are contractors or subcontractors which are or have been within the past two years engaged in work or services of the type used by the District, or manufacture or sell supplies, books, machinery, or equipment of the type used by the District.

2. Category 2

A person designated Category 2 shall disclose:

1. Investments or business positions in or income from sources which are contractors or subcontractors engaged in work or services of the type used by the department which the designated person manages or directs.
2. Investments or business positions in or income from sources which manufacture or sell supplies, books, machinery, or equipment of the type used by the department which the designated person manages or directs. For the purposes of this category, a principal’s department is his/her entire school.

 

Designated Positions and Disclosure Category

 

Administrative Analyst – Bond Program	2
Architectural Associate I & 2 – Design and Construction	2
Assistant Superintendent	2
Building Inspector	2
Chief (All Departments)	1
Consultant	2
Contract Compliance Officer	2
Deputy Superintendent	1
Director (All Departments)	2
Educational Policy Analyst (All Departments)	2
Executive Director (All Departments)	2
Executive Director – Budget	1
Health Program Coordinator III – School Health Programs	2
Manager I, II, & III (All Departments)	2
Manager – Bond Program	1
Manager – KALW	1
Member, Board of Education	1
Program Administrator (All Departments)	2
Project Manager I, II & III (All Departments)	2
Purchaser	2
School Facilities Planner	2
School Principal	2
Senior Attorney Civil and Criminal	1
Senior Management Assistant – Real Estate and Auxiliary Services	2
Site Manager – Child Development Center	2
Special Assistant X	2
Special Assistant XIII – Athletic Office	2
Special Assistant XVI – State Funds	2
Special Assistant XVII – Research, Planning and Accountability	2
Special Assistant XIX – Director of Fiscal Services	1
Superintendent	1
Supervisor I, II, & III (All Departments)	2

 

 

Disclosures for Consultants

 

Consultants must disclose financial interests as determined on a case-by-case basis by the Superintendent or designee. The Superintendent or designee’s written determination shall include a description of the consultant’s duties and a statement of the extent of disclosure requirements based upon that description. All such determinations are public records and shall be retained for public inspection along with this conflict of interest code.

 

A consultant must disclose a financial interest under this conflict of interest code if the consultant, pursuant to a contract with the District, makes a governmental decision whether to do any of the following: (2 CCR 18700.3)

 

1. Approve a rate, rule, or regulation;
2. Adopt or enforce a law;
3. Issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement;
4. Authorize the District to enter into, modify, or renew a contract that requires District approval;
5. Grant District approval to a contract that requires District approval and in which the District is a party, or to the specifications for such a contract;
6. Grant District approval to a plan, design, report, study, or similar item; or
7. Adopt or grant District approval of District policies, standards, or guidelines.

 

A consultant must also disclose a financial interest under this conflict of interest code if the consultant, pursuant to a contract with the District, serves in a staff capacity with the District and in that capacity participates in making a governmental decision as defined in 2 CCR 18702, subsections (a) and (b), or performs the same or substantially all the same duties for the District that would otherwise be performed by an individual holding a position specified in the District’s conflict of interest code. (2 CCR 18700.3)