California Code of Regulations › Title 5 - Education › Division 3 - Teachers' Retirement System › Chapter 1 - Teachers' Retirement System › Article 11 - State Teachers' Retirement System-Conflict of Interest Code › Appendix A

Current through Register 2024 Notice Reg. No. 28, July 12, 2024
Appendix A
Designated Positions
Disclosure Category
Assistant Chief Counsel..........................
1
Attorney (All Levels)..........................
1
Career Executive Assignment (All
							 Levels)..........................
1
Chief Financial Officer..........................
1
Chief Operating Officer..........................
1
General Counsel..........................
1
Information Technology Manager, (Supervisory) (All
							 Levels)--General Counsel Branch..........................
1
Investment Officer (All
							 Levels)..........................
1
System Actuary..........................
1
Accounting Administrator (All
							 Levels)..........................
2
Associate Governmental Program Analyst, Procurement
							 Management--Acquisitions Unit..........................
2
Financial Accountant III, IV,
							 V..........................
2
Pension Program Manager (All
							 Levels)..........................
2
Research Data Supervisor..........................
2
Research Manager (All Levels)..........................
2
Senior Management Auditor..........................
2
Staff Administrative Analyst--Accounting
							 Systems..........................
2
Staff Services Manager (All
							 Levels)..........................
2
Supervising Management
							 Auditor..........................
2
Information Technology Manager (All
							 Levels)..........................
3
Information Technology Supervisory (All
							 Levels)..........................
3
Consultants/New Positions
*Consultants shall be included in the list of designated
					 employees and shall disclose pursuant to the broadest disclosure category in the
					 code subject to the following limitation:
With respect to consultants/new positions, the Chief Executive
					 Officer may determine in writing that a particular consultant or new position,
					 although a "designated position," is hired to perform a range of duties that is
					 limited in scope and thus, is not required to comply fully with the disclosure
					 requirements described in this section. Such determination shall include a
					 description of the consultant's or new position's duties and, based upon that
					 description, a statement of the extent of disclosure requirements. The Chief
					 Executive Officer's determination is a public record and shall be retained for
					 public inspection in the same manner and location as this conflict-of-interest code.
					 (
Government Code Section
					 81008
.)
Disclosure Categories
The following disclosure categories shall be subject to the
					 terms, definitions, and conditions of the standard Conflict of Interest Code and any
					 amendments thereto incorporated by reference in subparagraph (a) of Section
					 22000 above.
Category 1:
Designated individuals in Category 1 must report:
All interests in real property, all investments, all sources of
					 income, including receipt of gifts, loans and travel payments, and all business
					 positions in business entities.
Category 2:
Designated individuals in Category 2 must report:
Income, including receipt of gifts, loans and travel payments,
					 from and investments and business positions in, any source which is of the type to
					 contract with the California State Teachers' Retirement System to provide services,
					 supplies, materials, machinery or equipment to the System.
Category 3:
Designated individuals in Category 3 must report:
Income, including receipt of gifts, loans and travel payments
					 from, and investments and business positions in, any source which is of the type to
					 contract with the division, branch or department of the designated position to
					 provide services, supplies, materials, machinery or equipment to the same.
*
Gift disclosure: Not all gifts are reportable. For
					 example, a filer does not have to disclose gifts based on a personal friendship
					 where there is no connection between the donor and the duties that the filer
					 performs. This exception and others are outlined in statute and regulations. FPPC
					 regulation 18942 summarizes the major gift exceptions including those from family
					 members, gifts of home hospitality, gifts related to holidays and certain prizes and
					 awards.
OFFICIALS WHO MANAGE PUBLIC INVESTMENTS
It has been determined that individuals in the positions listed
					 below are officials who manage public investments, within the meaning of
Government Code Section
					 87200
,
					 and will file the Form 700 Statement of Economic Interests:
Board Members
Representatives of Ex-Officio Board Members
Chief Executive Officer
Chief Investment Officer
Deputy Chief Investment Officer
Chief Operating Investment Officer
Directors--Investment Branch
Portfolio Managers (All)
Consultants Who Manage Public Investments [FN1]
[FN1]
Note: Please see
California Code of Regulations, Title
					 2, §
											18700.3
to determine filers
					 under the "Consultants Who Manage Public Investments" designation.