Statement of Economic Interests – Form 700
The Political Reform Act (Gov. Code Section 81000-91014) requires most state and local government officials, consultants, 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 FPPC is the state agency responsible for issuing the Statement of Economic Interests, Form 700, and for interpreting the law’s provisions.
For additional information regarding the Form 700, please visit the FPPC website.
Per CA Govt Code § 81008 (2022), copies of Statements of Economic Interests (Form 700) can be obtained from MTS’s Clerk of the Board by filling out this form. Alternative format requests for the inspection or reproduction of reports and statements are available upon request.
Conflict of Interest Code
The Political Reform Act, Government Code Sections 81000, et seq., requires government agencies to adopt and promulgate a Conflict of Interest Code. The most recent version of the Conflict of Interest Code lists positions who have been designated to disclose their financial interests.
Ethics Training
California law (Gov. Code Section 53235 et seq.) requires local agency officials to complete at least 2 hours of ethics training course within six months from their first day of service with the local agency. Thereafter, the local agency official shall complete the training at least once every two years. For additional information regarding Ethics Training, please visit the FPPC website.
Per CA Gov. Code Section 53235.2, copies of Ethics Trainings can be obtained from MTS’s Clerk of the Board by filling out this Ethics Trainings request form. Alternative format requests for the inspection or reproduction of certificates are available upon request.
Fiscal and Financial Training
California law (Gov. Code Section 53238 et seq.) requires local agency officials to complete at least 2 hours of fiscal and financial training within six months from the first day or service with the local agency, if commencing service on or after January 1, 2026. Thereafter, the local agency official shall complete the training at least once every two years. For any existing local agency officials as of January 1, 2026, the local agency official shall complete the training by January 1, 2028. For purposes of this requirement, “Local agency official” means any of the following:(1) Any member of a local agency legislative body or any elected officer of a local agency; (2) Any official who is appointed by the governing body who, as part of their official duties, makes decisions or recommendations regarding financial administration, budgeting, or the use of public resources; (3) A local agency executive, as defined in subdivision (d) of Section 3511.1, or other similar administrative officer of a local agency; and (4) An employee designated by a local agency governing body to receive the training specified under this article.
Per CA Gov. Code Section 53238.3, copies of Fiscal and Financial Trainings can be obtained from MTS’s Clerk of the Board by filling out this Fiscal and Financial Training request form. Alternative format requests for the inspection or reproduction of certificates are available upon request.
Questions?
Contact the Clerk of the Board at clerkoftheboard@sdmts.com for any questions regarding requesting copies of records.
Payment to Agency Reports – Form 801
This form is used to report certain payments received by state and local government agencies. It includes:
a payment for an official’s travel expenses for the purpose of facilitating the public’s business in lieu of a payment using agency funds; and
a payment that would otherwise be considered a gift or income to the benefiting official, but is instead accepted on behalf of the agency.
FPPC Regulations 18944 and 18950.1 provide a procedure that state and local agencies may use to disclose payments used for agency purposes and paid by a third party. The regulations’ reporting procedures provide an alternative means to disclose a payment that may otherwise be considered income or a gift to a benefitting employee and subject to reporting on a Statement of Economic Interest, Form 700.
Agency Report of: Ceremonial Role Events and Ticket/Admission Distributions – Form 802
This form is for use by all state and local government agencies. The form identifies persons that receive admission tickets and passes and describes the public purpose for the distribution.
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. FPPC Regulation 18942 lists exceptions to reportable gifts, including ceremonial events, when listed on this form.
Agency Report of Public Official Appointments – Form 806
An official may vote to hold another position even if the voting official will receive additional income, so long as the public is informed prior to the vote or consent item. FPPC Regulation 18702.5 requires the official to file Form 806 under these circumstances. When there is a change in compensation or a new appointment, the Form 806 is updated to reflect the change. The form must be updated promptly as changes occur. Each agency must post on its website a single Form 806 which lists all the paid appointed positions to which an official will vote to appoint themselves.