Cal. Code Regs. tit. 20 § 2402

Current through Register 2024 Notice Reg. No. 44, November 1, 2024
Section 2402 - Appendix

(a) Designated PositionsAssigned Disclosure Categories
ALL OFFICES AND DIVISIONS
CEA Positions (All levels)1
Exempt Positions*
Special Consultant1
Interjurisdictional Exchange (any office or division)1
COMMISSIONERS' OFFICES
Advisor to a Commissioner (All Classifications)1
OFFICE OF EXECUTIVE DIRECTOR
Staff Management Auditor10
Staff Services Manager I (Specialist)2
Energy Commission Specialist III (IEPR)1
Energy Commission Specialist II (IEPR)2,7,9
Energy Commission Specialist I (IEPR)2,7
Training Officer II2
MEDIA AND PUBLIC COMMUNICATIONS OFFICE
Information Officer II (Supervisory)1
Information Officer (Specialist) (All levels)7,9
Staff Services Manager II (Supervisory)1
OFFICE OF COMPLIANCE ASSISTANCE AND ENFORCEMENT
Energy Resources Specialist III (Supervisory)1
Energy Commission Specialist (All levels)2,4,7
Associate Energy Specialist4,7
Associate Governmental Program Analyst2
Electrical Engineer (All levels)2,4,7
OFFICE OF GOVERNMENTAL AND INTERNATIONAL AFFAIRS
Staff Services Manager I (Supervisory)1
Staff Services Manager I (Specialist)1
ENERGY DATA AND ANALYTICS OFFICE
Energy Commission Specialist III1
Research Data Specialist II2,3,5,6
OFFICE OF CHIEF COUNSEL
Chief Counsel1
Assistant Chief Counsel1
Attorney (All levels)1
Hearing Adviser (All levels)1
Staff Services Manager I2
OFFICE OF PUBLIC PARTICIPATION, ENERGY EQUITY AND TRIBAL AFFAIRS
Information Officer II2,9
Energy Resources Specialist III (Supervisory)1
ADMINISTRATIVE AND FINANCIAL MANAGEMENT SERVICES DIVISION
HUMAN RESOURCES AND SUPPORT SERVICES BRANCH
Staff Services Manager III2
Associate Governmental Program Analyst-Recruitment & Outreach2
Business Services Assistant2
Business Services Officer (All levels)2
Associate Governmental Program Analyst-Business Services2
Staff Services Manager (All levels)2
INFORMATION TECHNOLOGY SERVICES BRANCH
Information Technology Manager I3
Information Technology Technician3
Information Technology Associate (All levels)3
Information Technology Specialist (All levels)3
BUDGET, CONTRACTS, GRANTS, AND LOANS
Staff Services Manager III1
Staff Services Manager II-Contracts, Grants, and Loans1
Staff Services Manager I-Contracts, Grants, and Loans2,7
Staff Services Manager II-Budget2,7
Associate Governmental Program Analyst2,7
Staff Services Analyst2,7
EFFICIENCY DIVISION
Energy Resources Specialist III (Managerial)-Assistant Deputy Director1
Staff Services Manager I4
APPLIANCES BRANCH
Energy Resources Specialist III (Managerial)2,4,7
Energy Resources Specialist III (Supervisory)2,4,7
Energy Generation Systems Specialist (All levels)2,4,7
Energy Commission Specialist (All levels)2,4,7
Electric Generation System Specialist (All levels)4,7
Associate Energy Specialist4,7
Mechanical Engineer (All levels)4,7
Electrical Engineer (All levels)4,7
Civil Engineer (All levels)4,7
BUILDING STANDARDS BRANCH
Energy Resources Specialist III (Managerial)2,4,7,8
Energy Resources Specialist III (Supervisory)2,4,7,8
Energy Commission Specialist (All levels)2,4,7,8
Associate Energy Specialist4,7,8
Mechanical Engineer (All levels)4,7,8
Electrical Engineer (All levels)4,7,8
Civil Engineer (All levels)4,7,8
EXISTING BUILDINGS BRANCH
Energy Resources Specialist III (Managerial)2,4,7,8
Energy Resources Specialist III (Supervisory)2,4,7,8
Energy Commission Specialist (All levels)4,7,8
Associate Energy Specialist4,7,8
Mechanical Engineer (All levels)4,7,8
Electrical Engineer (All levels)4,7,8
Civil Engineer (All levels)4,7,8
STANDARDS COMPLIANCE BRANCH
Energy Resources Specialist III (Managerial)2,4,7,8
Energy Resources Specialist III (Supervisory)2,4,7,8
Energy Commission Specialist (All levels)2,4,7,8
Associate Energy Specialist4,7,8
Mechanical Engineer (All levels)4,7,8
Electrical Engineer (All levels)4,7,8
Civil Engineer (All levels)4,7,8
RENEWABLE ENERGY DIVISION
Energy Resources Specialist III (Managerial)-Assistant Deputy Director1
RENEWABLE PORTFOLIO BRANCH
Energy Resources Specialist III (Managerial)2,4,5,7
Energy Resources Specialist III (Supervisory)2,4,5,7
Energy Commission Specialist (All levels)2,4,5,7
Electric Generation Systems Program Specialist (All levels)2,4,5,7
Electric Generation Systems Specialist (All levels)2,4,5,7
Associate Energy Specialist4,5,7
BUILDING DECARBONIZATION AND INCENTIVES BRANCH/SPECIAL PROJECTS BRANCH
Energy Resources Specialist III (Managerial)2,4,7,8
Energy Resources Specialist III (Supervisory)2,4,7,8
Energy Commission Specialist (All levels)2,4,7,8
Electric Generation Systems Specialist (All levels)2,4,7,8
Associate Energy Specialist4,7,8
Mechanical Engineer (All levels)4,7,8
Associate Governmental Program Analyst2
TECHNOLOGY AND INCENTIVES BRANCH
Energy Resources Specialist III (Managerial)2,4,7
Energy Resources Specialist III (Supervisory)2,4,7
Energy Commission Specialist (All levels)2,4,7
Electric Generation System Specialist (All levels)2,4,7
Associate Energy Specialist4,7
Mechanical Engineer (All levels)4,7
Associate Governmental Program Analyst2
CLEAN ENERGY BRANCH
Energy Resources Specialist III (Managerial)2,4,5,7
Energy Resources Specialist III (Supervisory)2,4,5,7
Energy Commission Specialist (All levels)2,4,5,7
Electric Generation System Program Specialist (All levels)2,4,5,7
Electric Generation System Specialist (All levels)2,4,5,7
Associate Energy Specialist4,5,7
SCHOOL STIMULUS BRANCH
Energy Resources Specialist III (Managerial)2,4,7,8
Energy Resources Specialist III (Supervisory)2,4,7,8
Energy Commission Specialist (All levels)2,4,7,8
Electric Generation System Specialist (All levels)2,4,7,8
Associate Energy Specialist4,7,8
Mechanical Engineer (All levels)4,7,8
Associate Governmental Program Analyst2
SITING, TRANSMISSION, AND ENVIRONMENTAL PROTECTION DIVISION
Energy Resources Specialist III (Managerial)-Assistant Deputy Director1
Energy Resources Specialist III (Managerial)1
Energy Resources Specialist III (Supervisory)5,6,7,8
Planner -- Compliance Office (All levels)5,6,8
Planner -- Siting and Environmental Office (All levels)5,6,8
Electric Transmission Systems Program Specialist (All levels)5,6,8
Electric Generation Systems Program Specialist (All levels)5,6,8
Energy Commission Specialist (All levels)5,6,8
Mechanical Engineer (All levels)5,6,8
Engineering Geologist (All levels)5,6,8
Civil Engineer (All levels)5,6,8
Air Resources Supervisor I5,6
Air Resources Engineer5,6
ENERGY RESEARCH AND DEVELOPMENT DIVISION
Energy Resources Specialist III (Managerial)1
Energy Resources Specialist III (Supervisory)5,6,7,9
Energy Commission Specialist (All levels)5,6,7,9
Electric Generation System Specialist (All levels)5,6,7
Associate Energy Specialist5,6,7
Mechanical Engineer (All levels)5,6,7
Electrical Engineer (All levels)5,6,7
Electric Generation Systems Program Specialist I5,6,7
Associate Governmental Program Analyst-Technology Scale Up & Outreach Office5,6,7
Air Resources Engineer5,6,7
Utilities Engineer5,6,7
Electric Transmission System Program Specialist5,6,7
Air Pollution Specialist5,6,7
FUELS AND TRANSPORTATION DIVISION
Energy Resources Specialist III (Managerial) -- Deputy Division Chief1
Energy Resources Specialist III (Managerial)2,6,7,8
Energy Resources Specialist III (Supervisory)6,7,8
Air Pollution Specialist6,7,8
Energy Commission Specialist (All levels)6,7,8
Associate Energy Specialist6,7,8
Air Resources Engineer6,7,8
ENERGY ASSESSMENTS DIVISION
Energy Resources Specialist III (Managerial)-Assistant Deputy Director1
Energy Resources Specialist III (Managerial)2,5,6
Energy Resources Specialist III (Supervisory)2,5,6
Energy Commission Specialist (All levels)5,6
Electric Generation System Specialist I & II 5,6
Electric Generation System Specialist III2,5,6
Mechanical Engineer (All levels)5,6
Electric Generation System Program Specialist (All levels)5,6
Electric Transmission System Program Specialist (All levels)5,6
Electrical Engineer (All levels)5,6
Engineering Geologist5,6
Research Data Specialist (All levels)2,5,6
CONSULTANTS/NEW POSITIONS
Consultants/New Positions**

* Exempt Positions are included in the list of designated positions and shall disclose pursuant to the broadest disclosure category in the code (Category 1), subject to the following limitation: The Executive Director may determine in writing that a particular exempt position, although a "designated position," is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in this section. Such written determination shall include a description of the exempt position's duties and, based upon that description, a statement of the extent of disclosure requirements. The Executive Director'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. (Gov't Code § 81008.)

** Consultants/New Positions are included in the list of designated positions and shall disclose pursuant to the broadest disclosure category in the code (Category 1), subject to the following limitation: The Executive Director 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 fully comply with the disclosure requirements in this section. Such written 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 Executive Director'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. (Gov't Code § 81008.)

Officials Covered By Government Code Section 87200

The following positions are not covered by the conflict-of-interest code because they must file a statement of economic interests under Government Code Section 87200 and therefore, are listed for informational purposes only:

Commissioner, State Energy Resources Conservation and Development Commission

An individual holding one of the above listed positions may contact the Fair Political Practices Commission for assistance or written advice regarding their filing obligations if they believe that their position has been categorized incorrectly. The Fair Political Practices Commission makes the final determination whether a position is covered by Section 87200.

(b) Disclosure Categories

For purposes of the following categories, "business entity" means any organization or enterprise operated for profit, including a proprietorship, partnership, firm, business trust, joint venture, syndicate, corporation or association. "Business position" refers to status as a director, officer, partner, trustee, employee, or holder of a position of management in any business entity.

Category 1

Designated positions assigned to this category must report all interests in real property, sources of income, including receipt of gifts, loans, and travel payments, and investments and business positions in business entities.

Category 2

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in, business entities that provide services (including training or consulting services), supplies, materials, machinery, or equipment of the type purchased, leased, or obtained by contract by the Energy Commission for use by the Energy Commission, its members, employees, or consultants.

Category 3

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in, business entities that manufacture, sell, distribute, or otherwise provide computers, computer hardware, computer software, computer services, computer models, or computer-related supplies, materials, machinery, or equipment of the type utilized by the Energy Commission.

Category 4

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in, business entities engaged in the design, manufacture, sale, distribution, assessment, calibration, evaluation, or testing of any appliance, equipment, product, program, service, or structure required to be approved by or to meet standards set by the Energy Commission.

Category 5

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in,

* business entities that engage in the design, development, construction, sale, application for certification, acquisition of facilities that generate electricity, including, wind, solar, geothermal, hydroelectric, ocean, garbage, and biomass; and

* sources that are subject to the regulatory, permit or licensing authority of, or have an application for a license or permit pending before, the Energy Commission.

Category 6

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in,

* business entities that are energy or environmental consultants, research firms, or engineering firms,

* business entities that design, build, manufacture, sell, distribute, or service equipment of the type that is utilized by electric power suppliers, including, wind, solar, geothermal, hydroelectric, ocean, garbage, and biomass, or

* any energy-producing entity that is a party to an Energy Commission proceeding; and

* sources that are subject to the regulatory, permit or licensing authority of, or have an application for a license or permit pending before, the Energy Commission.

Category 7

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in, business entities of the type that have applied for or received any loan or grant from the Energy Commission.

Category 8

Designated positions assigned to this category must report all interests in real property located within the State of California, that may be affected by or subject to any provisions, guidelines, rules, regulations, programs, contracts, grants, loans, incentives, licenses, permits, or other entitlement for use, or policies adopted, enforced or promulgated, by the Division or Office employing the public official.

Category 9

Designated positions assigned to this category must report income, including receipt of gifts, loans, and travel payments, from, and investments and business positions in, business entities of the type that have contracted with the Energy Commission to provide services related to the design, editing, production, drafting, artwork, printing, publication, or distribution of an Energy Commission document.

Category 10

Designated positions assigned to this category must report whether, during the reporting period, he/she had a financial interest in any of his/her assignments. If he/she had no such interest, they shall file Fair Political Practices Commission Form 700-A. Otherwise, they shall disclose their pertinent financial interest on the schedules for Fair Political Practices Commission Form 700.

Cal. Code Regs. Tit. 20, § 2402

1. Amendment filed 2-27-92; operative 3-30-92. Submitted to OAL for printing only. Approved by Fair Political Practices Commission 1-17-92 (Register 92, No. 49).
2. Amendment of subsection (a) filed 5-30-96; operative 6-29-96. Approved by Fair Political Practices Commission 3-29-96 (Register 96, No. 22).
3. Amendment filed 6-2-2004; operative 7-2-2004. Approved by Fair Political Practices Commission 3-24-2004 (Register 2004, No. 23).
4. Amendment filed 7-8-2010; operative 8-7-2010. Approved by Fair Political Practices Commission 5-3-2010 (Register 2010, No. 28).
5. Amendment filed 1-28-2014; operative 2-27-2014 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by Fair Political Practices Commission 12-27-2013 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2014, No. 5).
6. Amendment of subsections (a) and (b) filed 4-6-2016; operative 5-6-2016 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by the Fair Political Practices Commission 2-29-2016 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2016, No. 15).
7. Amendment of subsections (a) and (b) filed 1-5-2017; operative 2-4-2017 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by the Fair Political Practices Commission 11-29-2016 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2017, No. 1).
8. Amendment of subsections (a) and (b) filed 4-25-2023; operative 5-25-2023 pursuant to Cal. Code Regs., tit. 2, section 18750(d). Approved by Fair Political Practices Commission 3-7-2023 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(d) (Register 2023, No. 17).

Note: Authority cited: Sections 87300 and 87306, Government Code. Reference: Sections 87200 and 87302, Government Code.

1. Amendment filed 2-27-92; operative 3-30-92. Submitted to OAL for printing only. Approved by Fair Political Practices Commission 1-17-92 (Register 92, No. 49).
2. Amendment of subsection (a) filed 5-30-96; operative 6-29-96. Approved by Fair Political Practices Commission 3-29-96 (Register 96, No. 22).
3. Amendment filed 6-2-2004; operative 7-2-2004. Approved by Fair Political Practices Commission 3-24-2004 (Register 2004, No. 23).
4. Amendment filed 7-8-2010; operative 8-7-2010. Approved by Fair Political Practices Commission 5-3-2010 (Register 2010, No. 28).
5. Amendment filed 1-28-2014; operative 2-27-2014 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by Fair Political Practices Commission 12-27-2013 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2014, No. 5).
6. Amendment of subsections (a) and (b) filed 4-6-2016; operative 5/6/2016 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by the Fair Political Practices Commission 2-29-2016 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2016, No. 15).
7. Amendment of subsections (a) and (b) filed 1-5-2017; operative 2/4/2017 pursuant to Cal. Code Regs., tit. 2, section 18750(l). Approved by the Fair Political Practices Commission 11-29-2016 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(k) (Register 2017, No. 1).
8. Amendment of subsections (a) and (b) filed 4-25-2023; operative 5/25/2023 pursuant to Cal. Code Regs., tit. 2, section 18750(d). Approved by Fair Political Practices Commission 3-7-2023 and submitted to OAL for filing and printing only pursuant to Cal. Code Regs., tit. 2, section 18750(d) (Register 2023, No. 17).