INTRODUCTION
Each designated official is assigned to one or more of the following disclosure categories and must disclose reportable financial interests in each category assigned. Designated officials need not report any investment in a business entity or real property worth less than $2,000 or any source of income, including gifts, loans and travel payments, which aggregated less than $500 (if a gift, less than $50) during the calendar year prior to filing. An interest in real property used as the designated official's principal residence need not be reported.
Disclosure Categories:
1. All interests in real property as defined in Government Code section 82033; all investments as defined in Government Code section 82034; all income, including gifts, loans and travel payments, as defined in Government Code section 82030; and business positions as set forth in California Code of Regulations, title 2, section 18730 subdivision (b)(7)(D). The applicable jurisdiction is the State of California.
Applicable schedules to be completed: A-1, A-2, B, C, D, E
2. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources located within the State of California; and interests in real property located within two miles of the major laboratory at which the designated official works, or within two miles of land owned or used, or proposed for acquisition or used by such laboratory.
Applicable schedules to be completed: A-1, A-2, B, C, D, E
3. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources located within the State of California.
Applicable schedules to be completed: A-1, A-2, C, D, E
4. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to supply goods or services to the particular campus or major laboratory at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E5. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the previous two calendar years, have contracted with the University to supply goods or services to an administrative unit of the University as to which the designated official has contracting authority.
Applicable schedules to be completed: A-1, A-2, C, D, E6. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to supply goods or services to the administrative unit (e.g., department or office) as to which the designated official has responsibility.
Applicable schedules to be completed: A-1, A-2, C, D, E
7. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted to supply construction, architectural and/or engineering services to a campus or major laboratory of the University.
Applicable schedules to be completed: A-1, A-2, C, D, E
8. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to supply construction, architectural and/or engineering services to the particular campus or major laboratory of the University at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E
9. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to supply computer hardware, computer software, computer services and/or telecommunications hardware or services to a campus or major laboratory of the University.
Applicable schedules to be completed: A-1, A-2, C, D, E
10. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to supply computer hardware, computer software, computer services and/or telecommunications hardware or services to the campus or major laboratory of the University at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E
11. Investments and business position in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to furnish supplies, material, equipment or services to the University-owned or operated hospital or clinic at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E
12. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to furnish library acquisitions, supplies, or services to the particular campus or major laboratory at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E
13. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the previous two calendar years, have contracted with the University to furnish insurance services covering employee benefits such as group medical or dental plans or employee benefit plans, such as deferred compensation or pension plans.
Applicable schedules to be completed: A-1, A-2, C, D, E
14. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources engaged in the business of publishing books.
Applicable schedules to be completed: A-1, A-2, C, D, E
15. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources engaged in the sale and/or development of oceanographic or marine biological equipment, materials, or supplies.
Applicable schedules to be completed: A-1, A-2, C, D, E
16. Interests in real property located within the State of California.
Applicable schedules to be completed: B
17. Interests in real property located in whole or in part within two miles of the campus or major laboratory of the University at which the designated official works, or within two miles of any installation administered by the campus or laboratory.
Applicable schedules to be completed: B
18. Interests in real property used by the administrative unit as to which the designated official has responsibility (e.g., office or laboratory space such as that used by the department or other appropriate unit).
Applicable schedules to be completed: B
19. Interests in real property located within the county in which the designated official works.
Applicable schedules to be completed: B
20. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources engaged in the production, distribution and/or sale of agricultural products or equipment; and interests in real property located within the State of California and zoned or used primarily for agricultural purposes.
Applicable schedules to be completed: A-1, A-2, B, C, D, E
21. Investments and business positions in and income, including gifts, loans and travel payments, from real estate brokerage business entities.
Applicable schedules to be completed: A-1, A-2, C, D, E
22. Investments and business positions in and income, including gifts, loans and travel payments, from business entities engaged in banking in which the University maintains deposits, or from which the University obtains loans or purchases of short-term fixed investments.
Applicable schedules to be completed: A-1, A-2, C, D, E
23. Investments and business positions in and income, including gifts, loans and travel payments, from securities dealers.
Applicable schedules to be completed: A-1, A-2, C, D, E
24. Investments and business positions in and income, including gifts, loans and travel payments, from issuers of securities eligible for inclusion in the University's investment portfolio.
Applicable schedules to be completed: A-1, A-2, C, D, E
25. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the previous two calendar years, have done business (including providing grant, contract, or gift funds for research) with the administrative unit of the University as to which the designated official has responsibility.
Applicable schedules to be completed: A-1, A-2, C, D, E
26. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the previous two calendar years, have done business (including providing grant, contract, or gift funds for research) with the particular campus at which the designated official works.
Applicable schedules to be completed: A-1, A-2, C, D, E
27. All investments and business positions in and income, including gifts, loans and travel payments, from any private, nongovernmental entity which will be providing funds, or support for the research project for which the filer is the principal investigator. (The required disclosure shall be made on FPPC Form 700-U).
Applicable schedules to be completed: A-1, A-2, C, D, E
28. Investments and business positions in business entities and income, including gifts, loans and travel payments, from sources of the type which, within the last two calendar years, have contracted with the University to furnish library acquisitions, supplies, or services to a campus or major laboratory of the University.
Applicable schedules to be completed: A-1, A-2, C, D, E