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HomeMy WebLinkAbout04.a. Conflicts of Interest (Handout)'�'. a. (Haadou�� CONFLICTS OF INTEREST The Political Reform Act Government Code Section 1090 Common Law Conflicts Campaign Contributions and Loans meyers I nave professional low corporation 55512th Street Suite 1500 Oakland, CA 94607 510.808.2000 www.meyersnave.com With offices in: Oakland Los Angeles Sacramento Santa Rosa San Francisco Fresno CONFLICTS OF INTEREST The Political Reform Act Government Code Section 1090 Common Law Conflicts The concept of conflicts of interest is relatively simple, and derives from the idea that no person can serve two masters. Application of this concept is quite difficult, however, for several reasons: 1. Determination of whether or not a conflict of interest exists is intensely factual in nature. Whether or not an official has a disqualifying conflict of interest depends just as much —if not more —on the precise facts of the situation as it does on the law. 2. There is no single law of conflicts of interest in California. Instead, potential conflicts arise under a number of different laws. These include (but are not limited to): *The Political Reform Act of 1974, dealing with conflicts that arise from financial interests. *Government Code section 1090, dealing with conflicts that arise from contracts. *Health & Safety Code section 33130, which prohibits redevelopment agency officials from acquiring any interest within a project area. *Health & Safety Code section 34281, which prohibits any housing authority commissioner or employee from having any interest in a housing project or in a contract for providing services or materials to a project. *California Constitution Article XII, section 7, which prohibits a public official from accepting any free or discounted pass from any transportation company. *Common law prohibitions of an official acting in any instance in which he or she cannot act with "disinterested zeal ". m e y e r s I nave 1 Copyright 2012 3. A local government official may have a conflict under one law, but not under another. As a consequence, it is necessary to examine each factual situation under a variety of legal tests. 4. Local officials often are taken unaware by the potential for a conflict of interest which seems to arise at the last moment. PRACTICE TIP: Be aware of items that will come before you for decision in the future, so that conflict of interest issues can be spotted early, rather than trying to make conflict determinations during public meetings. Political Reform Act: Conflicts of Interest The Political Reform Act of 1974, ( "the PRA") was adopted by initiative as a response to the "Watergate" scandals of the preceding few years. It is codified at Government Code section 81000 et seq. and is considered the primary law in California regarding conflicts. The PRA regulates disqualification of government officials due to conflicts of interest. In addition, it also regulates reporting and disclosure of economic interests; gift and honoraria limits; and, to a limited extent, campaign contributions. The PRA establishes the Fair Political Practices Commission ( "the FPPC ") as the State agency charged with its enforcement. The FPPC regulations implementing the PRA are found at 2 CCR §18110 et seq. A. General PRA Rule Regarding Conflicts of Interest No public official at any level of government shall make, participate in making or in any way attempt to use their official position to influence a governmental decision in which the official knows, or has reason to know, he or she has a financial interest. (Govt. Code sec. 87100.) The purpose of the PRA is to ensure officials perform their duties in an impartial manner, free from bias caused by their own financial interests or the interests of persons who have supported them. B. When is there a Conflict of Interest under the PRA? An official has a conflict of interest under the PRA when it is reasonably foreseeable that the decision will have a material financial effect on an economic interest of the official, or a member of his or her immediate family. m e y e r s I nave 2 Copyright 2012 C. Components of a PRA Conflict of Interest: FPPC regulations establish an 8 step process for determining whether or not a conflict of interest exists in any given case. (see, 2 CCR §18700 et seq.) A public official seeking to determine whether or not he or she has a conflict of interest should ask himself or herself each of the following questions. a. Step One: Determine if the individual involved is a "pub official" with the meaning of the PRA. The disclosure and disqualification provisions of the PRA apply to "public officials ". The PRA defines that term to include every natural person who is a member, officer, employee or consultant of a public agency. (Govt. C. §82048; 2 CCR §18701(a).) A "consultant" is a "public official" within the meaning of the PRA if under contract he or she provides information, advice, recommendations or counsel and: (a) serves in a staff capacity with the public agency and in that capacity performs the same or substantially the same functions or duties as would an individual holding the same position as an employee; or (b) the individual makes a governmental decision on behalf of the agency. (2 CCR §19701(a)(2).) PRACTICE TIP: Your agency's consultant agreements should contain a determination as to whether or not a particular consultant will be deemed to be a public official for purposes of the PRA. If a consultant is deemed to be a public official he or she may not only be subject to the PRA disqualification provisions, but may also be subject to the economic interest disclosure provisions requiring the filing of FPPC form 700. If the person undertaking the conflict analysis is not a "public official" as defined in the PRA, he or she does not have a conflict of interest. b. Step Two: Determine if the public official is making or attempting to influence a governmental decision. A public official may not make, participate in making, or attempt to influence a governmental decision. (Govt. Code sec. 87100.) Hence, the prohibition is much broader than simply abstaining from the final vote regarding a matter. A public official is prohibited from advising or making recommendations regarding the decision, or participating in the debate leading up to the ultimate decision. (see, 2 CCR §§ 18702.1, 18702.2) m e y e r s I nave 3 Copyright 2012 C. However, a public official may appear in the same manner as any other member of the public before an agency solely to represent himself or herself on a matter related to his or her personal interests, and may communicate with the general public or the press regarding a matter. (2 CCR §18702.4(b).) PRACTICE TIP: Because "participation" is broader than merely the final vote on a matter, it is important for public officials to not become involved in the preliminary stages of a decision on which their board or commission may ultimately have the final vote. If the public official is not "making a decision" as defined in the PRA, then he or she does not have a conflict of interest. Step Three: Identify the public official's economic interests. The PRA forbids conflicts of interest that relate to what it terms "economic interests ". In order to determine whether a public official making a decision has a conflict of interest, the official must determine if he or she has one or more of the following 6 types of economic interests: Business Investments: A public official has an economic interest in a business entity, operated for profit, in which he or she has a direct or indirect investment of $2,000 or more. Business Management Positions: A public official has an economic interest in any business entity, operated for profit, in which he or she holds a position as a director, officer, partner, trustee or any position of management. Real Property: A public official has an interest in real property when the official, spouse or dependent children have a direct or indirect equity, option or leasehold interest of $2,000 or more in a parcel of property located in, or within two miles of, the geographical jurisdiction of the official's agency. Sources of Income: A public official has an economic interest in any person or entity from whom he /she has received income aggregating $500 within 12 months prior to the time when the relevant governmental decision is made. Income includes income which has been promised to the public official but not yet received by him or her, if he or she has a legally enforceable right to the promised income. m e y e r s I nave 4 Copyright 2012 v �vU �.,f- J� PRACTICE TIP: The PRA does not include income received from government entities as "income ". As a consequence, a public official usually has no conflict of interest under the PRA even when the decision affects his or her government employer, unless another economic interest is also involved. Sources of Gifts: A public official has an economic interest in any donor of, or any intermediary or agent for a donor of, a gift or gifts aggregating $420 or more in value provided to, received by, or promised to the public official within 12 months prior to the time when the decision is made. PRACTICE TIP: The gift limitation amount is adjusted by the FPPC every two years. Personal Financial Effects: A public official has an economic interest in his or her personal expenses, income, assets, or liabilities, and those of his or her immediate family. With respect to both economic interests in real property and business entities, a public official may have such an economic interest by virtue of an indirect investment. Any investment or interest owned by a spouse or dependent child, or held by a business entity or trust in which the public official, the official's spouse or dependent children own 10% or more, is deemed to be held by the official him or herself. (Govt. Code sec. 87103.) PRACTICE TIP: The most important thing you can do as a public official to comply with the PRA is to learn to recognize the economic interests from which a conflict of interest might arise. PRACTICE TIP: As a public official, it is critical that you are aware of any economic interests held by your spouse or dependent children, since they may result in a conflict of interest in the same fashion as interests held directly by you. d. Step Four. Determine if each of the affected economic interests are directly or indirectly involved in the governmental decision. For each type of economic interest potentially affected by a government decision, the FFPC regulations provide a different standard to determine whether the interest is directly involved. Generally speaking, any economic interest that is not directly involved will be considered to be indirectly involved. (see, 2 CCR § 18704 et seq.) m e y e r s I nave 5 Copyright 2012 Business entities; management position; sources of income or gifts: If the economic interest is a business entity, a management position in a business entity, a source of income, or a source of gifts, if, (i) the economic interest initiated the proceeding or the need for the decision; (ii) the economic interest is the subject of the proceeding or the decision; or (iii) the proceeding or decision involves a permit, entitlement, or contract with the economic interest, then the economic interest is directly involved. Real Property: If the economic interest is real property, if, (i) the decision affect's the zoning, annexation, sale, lease, inclusion or exclusion from a governmental district or subdivision of the property, (ii) the decision involves issuance, denial, modification or revocation of a license, permit, or other land use entitlement for the property, (iii) the decision affects taxes or fees imposed on the property, (iv) the decision is whether to adopt a redevelopment plan or designate a plan area, form a project committee or certify an EIR for a plan that would include the property, or (v) if the property is within 500 feet of the subject of the decision, then the economic interest is directly involved. Personal Financial Effect: If the decision will have any effect on the public official's personal assets or liabilities, then the economic interest is directly involved. e. Step Five: For each economic interest, determine the correct "materialitv standard ": "Materiality" is a measure of whether or not the potential conflict is of sufficient concern to warrant disqualification. Materiality depends upon both the type of economic interest affected, and whether that economic interest is directly or indirectly affected. (see, 2 CCR §18705 et seq.) For any "directly involved" economic interest, any foreseeable economic impact will be deemed to be material, no matter how small. m e y e r s I nave 6 Copyright 2012 For any "indirectly involved" economic interest, the rules vary by the type of economic interest involved: Indirectly Involved Business Entities: Given the following sizes of business entities, an effect of at least the following amounts on gross annual revenue, expenses or the value of assets or liabilities would be material: SIZE OF EFFECT ON EFFECT ON EFFECT ON BUSINESS GROSS ANNUAL ANNUAL VALUE OF REVENUE EXPENSES ASSETS OR (increase or (increase or LIABILITIES decrease) decrease) (increase or decrease Listed on Fortune $10,000,000 $2,500,000 $10,000,000 500 Listed on NYSE or $500,000 $200,000 $500,000 $2,500,000 pretax earnings Listed on NASDAQ $300,000 $100,000 $300,000 or AMEX or $750,000 pretax earnings Other $20,000 $5,000 $20,000 Indirectly Involved Real Property — not including leasehold interests: The decision is material if it is reasonably foreseeable that, for example, the decision would (i) affect the development potential or income producing potential of the property; (ii) affect the use of the property; or (iii) affect the character of the neighborhood, including effects on traffic, view, privacy, intensity of use, noise or air pollution. (2 CCR § 18705.2(b).) Indirectly Involved Real Property — leasehold interests: The decision is material if it would (i) change the allowable uses of the leasehold interest, (ii) change the actual use of the leasehold interest, (iii) change the lessee's use or enjoyment of the lease, (iv) change the amount of rent by 5% (either increase or decrease) during the 12 months following the decision, or (v) change the termination date of the lease. m e y e r s I nave 7 Copyright 2012 Indirectly Involved For Profit Business Entity Sources of Income or Gifts: If the source of gifts or income is a for profit business entity, the same materiality rules apply as for investments in business entities. Indirectly Involved Non - profit Sources of Income or Gifts: If the economic interest is a non - profit source of income or gifts that is indirectly involved, then materiality depends on the size of the non - profit, and whether the decision in question would affect the non - profits gross annual receipts, gross annual expenses or the value of its assets or liabilities. SIZE OF NON- EFFECT ON EFFECT ON EFFECT ON PROFIT GROSS ANNUAL ANNUAL VALUE OF MEASURED IN RECEIPTS EXPENSES ASSETS OR ANNUAL GROSS (increase or (increase or LIABILITIES RECEIPTS decrease) decrease) (increase or decrease More than $1,000,000 $250,000 $1,000,000 $400,000,000 $100,000,001 -- $400,000 $100,000 $400,000 $400,000,000 $10,000,001 -- $200,000 $50,000 $200,000 $100,000,000 $1,000,001 -- $100,000 $25,000 $100,000 $10,000,000 $100,001 -- $50,000 $12,500 $50,000 $1,000,000 $100,000 or less $10,000 $2,500 $10,000 Indirectly Involved Individual (non- entity) Sources of Gifts or Income: If the source of income or gifts is an individual that is indirectly involved, the decision is material as to that source of income if (i) the decision affects that individual's income, investments, assets or liabilities by $1,000 or more, or (ii) if the individual's real property would be affected as described in the "indirectly involved" standards for real property. (2 CCR §§ 18705.2.) m e y e r s I n a v e 8 Copyright 2012 Step Six: Determine if it is reasonably foreseeable that the decision could materially affect the official's economic interest. The FPPC regulations require that is be "reasonably foreseeable" that a decision will have a material financial impact on an economic interest in order that a conflict of interest will exist. Reasonably foreseeable does not require certainty, but does require that an impact be more than merely speculative. "An effect is considered reasonably foreseeable if there is a substantial likelihood it will occur." (2 CCR §18706; In re Thorner (1975) 1 FPPC Op. 198, emphasis added.) The regulations list certain factors that should be considered when determining "reasonable foreseeability." (2 CCR § 18706.) This non - exclusive list includes: (1) the extent to which the official or source of income engages or plans to engage in business in the jurisdiction; (2) the market share held by the official or source of income; (3) the extent to which the official or source of income has competition for business in the jurisdiction; (4) the scope of the governmental decision; and (5) the extent to which the occurrence of the material financial effect is contingent upon intervening events. (2 CCR § 18706.) g. Step Seven: Determine if the effect of the decision on the official's interest is distinguishable from its effect on the public generally. Even if a decision maker has a conflict of interest, he or she may participate in a governmental decision if the decision impacts the decision maker in the same way that it impacts the public generally. In order for this exception to apply, the decision must affect a "significant segment" of the public in "substantially the same manner" as it will affect the decision maker's interests. The regulations clarify this exemption by providing a four step roadmap to determine if the "public generally" exception applies. If the exception applies, there in no conflict. (2 CCR §18707, et seq.) Significant segments of the public include: *If the economic interest affected is a business entity, and the decision affects 25% of all or 2,000 businesses within the jurisdiction in the same manner, and the business that are not all in the same industry, trade or profession. m e y e r s I nave 9 Copyright 2012 *If the economic interest affected is real property, and the decision affects 10% or 5,000 property owners or homeowners within the jurisdiction in the same manner. *If the economic interest affected is a source of income or gifts, or the personal expenses, assets or income of the public official or his or her family, and the decision affects 10% or 5,000 individuals within the jurisdiction in the same manner. A special public generally rule applies within small jurisdictions if the economic effect is on the public official's domicile. The effect of a governmental decision on residential property that is the domicile of the public official is considered to be not distinguishable from its effect on the public generally if all of the following conditions are met: (1) the jurisdiction has a population of 30,000 or less and a geographic area of 10 square miles or less; (2) the official is required to live in the jurisdiction; (3) the official, if elected, was elected in an at -large election; (4) the official's property is more than 300 feet from the boundaries of the subject property; (5) the official's property is located on a lot not more than' /4 acre in size or not larger than 125% of the median size of residential lots; and (6) there are at least 20 other properties under separate ownership within 500 feet of the boundaries of the subject property. (2 CCR §18707.10.) h. Step Eight: "The Rule of Necessity ": Determine whether or not the public official's participation is legally required. The PRA permits a public official to participate in a governmental decision, despite a reasonably foreseeable, material financial effect on an economic interest, if the public official is legally required to participate. The fact that the official's vote is needed to break a tie does not make participation "necessary." (Govt. Code sec. 87101; 2 CCR §18708; see Kunec v. Brea Redevelopment Agency (1997) 55 Cal.App.4th 511.) *May not be used if other members who do not have a conflict are absent from meeting or when lack of quorum caused by a vacancy. *May not be used to break a tie. • MUST disclose financial interest and why no alternate source exists. *Re- qualify, by random selection, only the minimum number needed to act. m e y e r s I nave 10 Copyright 2012 D. Disqualification if Conflict Exists If, after following the process outlined above, a conflict is found to exist, the public official is disqualified from participating in making the decision. An official who is disqualified from an item on the agenda for a closed session may not attend the closed session or obtain the materials distributed for the closed session. If a conflict exists and the disqualified member is not required to participate by the rule of necessity, then the member must: •Publicly identifying the financial interest that gives rise to the conflict in detail sufficient for a layperson to understand the conflict. •Recuse himself or herself from attempting to influence, participating in, discussing or voting on the matter. •Leave the room where the discussion or consideration of the matter is occurring, unless the matter is listed on the consent calendar of the public agency. Notwithstanding the conflict, however, an official may appear in the same manner as a member of the general public before his or her agency solely to represent himself in a matter related to his or her own personal interests. This includes where decisions would affect real property or a business entity that is solely owned by the official or the official's immediate family. (2 CCR §18702.4.) In such cases, the official must still identify the conflict and leave the dais, but he or she may address the agency from the same position as the public and may listen to the public discussion of the item. The public agency may also be able to "segment" the decision under consideration, so that the official may participate in portions, but not all, of the decision. This may occur provided that: (1) the decision can be broken down into separate decisions that are not "inextricably interrelated" to the decision in which the official has a conflict; (2) the decision in which the official has a financial interest is segmented from the other decisions; (3) the decision in which the official has a financial interest is considered first and a final decision on that segment is reached by the agency without any participation by the official; and (4) participation by the official in the remaining segments does not result in a reopening of, or otherwise financially affect, the segment from which the official was disqualified. (2 CCR §18709.) m e y e r s I nave 11 Copyright 2012 E. Penalties for Violation of the Political Reform Act: 1. Administrative Fine: Up to $5,000 fine per violation imposed by FPPC. 2. Civil Remedy: If official derived economic benefit from decision, fine could amount to 3 times the benefit received. A plaintiff who prevails in a civil action may receive an award of attorneys' fees. 3. Criminal Sanctions: If the official knowingly or willingly violated the law: misdemeanor conviction, fine of $10,000 or three times value of the amount involved, and the official may not be a candidate for public office for four years. F. How to Obtain Advice: If you think you may have a conflict contact your agency's attorney who can provide general guidance. The FPPC will also provide free advice. You can find general information and guidance from the FPPC website at www.fppc.ca.gov. 1. You may request unofficial advice from the FPPC by calling 1- 866 -ASK- FPPC (1- 866 - 275 - 3772). 2. FPPC Advice Letter: Only a public official or his or her authorized representative can seek a written advice letter concerning his /her duties. Written FPPC advice conveys immunity even if it is incorrect, if the advice is followed. No third party advice will be given. No advice will be provided for past conduct. PRACTICE TIP: If uncertain regarding the existence of a conflict, always ask for advice first in order to obtain the immunity. Advice may take several months, therefore ask early. WARNING: No FPPC advice or immunity is available for Government Code section 1090 questions. II. Government Code Section 1090 Government Code section 1090 predates the Political Reform Act and is completely separate from it. The FPPC has no jurisdiction with respect to section 1090 violations. A. Prohibition on Having Financial Interest in a Contract Government Code section 1090 prohibits a public official from contractual self - dealing, or from being in a position to be tempted to self -deal. An official may not "make" a contract in his or her official capacity in which he or she a financial interest. Nor may a public official be financially interested in a contract made by the board of which he or she is a member. m e y e r s I nave 12 Copyright 2012 The prohibition of section 1090 is absolute. Section 1090 applies: *Regardless of whether the contract is objectively fair and reasonable. *Regardless of whether the contract is let to the lowest bidder. *Regardless of whether the official abstains from participation. B. Compare Political Reform Act The PRA is broader. The PRA applies to a wide variety of "economic interests" and to any action or decision that would have a material financial impact on those interests. Section 1090 applies only to financial interests in the making of a contract. The PRA contains exemptions for governmental salary, which is not counted as an economic interest. Section 1090 applies to all financial interests, including governmental salaries. The PRA permits a board to continue to act, once the member with a conflict of interest has abstained from participation and recused him or herself. Subject to limited exceptions, section 1090 is violated despite abstention by the official with a conflict if the board of which he or she is a member makes a contract in which that member has a financial interest. A board member is presumed to have made any contract executed by the agency —even if he or she disqualified himself or herself from all participation in the making of the contract. C. Consequences of Section 1090 Violation Contracts made in violation of Section 1090 are void and unenforceable, and no claim for future payments under the illegal contract may be made, although the public agency is entitled to retain any benefits it received. The presence of a Section 1090 conflict can affect the entire governing body, not just the person with the financial interest which creates the conflict. When Section 1090 is applicable to one member of the governing body of a public agency, the prohibition cannot be avoided by having the interested member abstain —the entire governing body is precluded from entering into the contract. If a violation is established, in addition to voiding the contract, Section 1090 provides for very serious consequences for an individual officer who acts in violation of Section 1090. Government Code Section 1097 provides that willful violations of Section 1090 are a felony, punishable by fine, imprisonment, and permanent disqualification from holding any office in California. m e y e r s I nave 13 Copyright 2012 D. Participation in Making a Contract Section 1090 prohibits a public official from making a contract in which the official has a financial interest. This is construed very broadly, and includes any preliminary discussions, negotiations, compromises, reasoning, planning, drawing of plans and specifications and solicitation for bids. A board member is presumed to have participated in a contract in which he or she has a financial interest whether he or she actually participates or not. Different rules apply to members of the agency board and employees of the agency. When an employee, as opposed to a member of a governing body, has a financial interest in a contract, Section 1090 prohibits the agency from making the contract only if the employee was actually involved in making the contract in his or her official capacity. E. Financial Interest in a Contract The term "financial interest" is liberally interpreted to include both direct and indirect interests. There is no minimum monetary amount; any financial interest at all is sufficient to trigger the prohibition. PRACTICE TIP: The definition of "financial interest" is not the same for purposes of Government Code section 1090 and the PRA. F. Exceptions to Section 1090 The very harsh effect of section 1090 is ameliorated by two statutory exceptions. A financial interest may be statutorily excluded as a "remote interest" or a "non - interest." In addition to these statutory exceptions, in some narrow and limited cases, the court- created rule of necessity may apply. Remote Interest Exception: Government Code section 1091 lists a number of financial interests that the Legislature has determined to be "remote." Where there is a remote interest, the official must disclose the interest to the entity and have the interest noted in the official records of the entity. Finally, the official with the remote interest must disqualify himself or herself, i.e., not participate in making the contract. However, the remainder of the board may continue to make the contract in this instance. Examples of remote financial interests include: *Non- salaried officer of a non - profit. *Interest as an employee of a private party if; the party has 10 or more other employees and the public official has been employed for three or more years. m e y e r s I nave 14 Copyright 2012 *Interest of a parent in the earnings of a minor child. •Receipt of a salary, per diem or expense payment from a directly involved governmental agency department. *The supplier of the same goods and services for 5 years prior to taking office. Noninterest Exception: Government Code section 1091.5 lists those financial interests that the Legislature has determined should not be subject to Section 1090 at all. In these cases, the public official may fully participate, just as if he or she had no financial interest. "Noninterests" include: *Ownership of less than 3% of the stock in a corporation (provided this does not exceed 5% of official's annual income) *interest in a spouse's employment, if the spouse is employed in the same position at least one year prior to the public official assuming the public office. •Receipt of salary, per diem, or reimbursement from a government entity other than the department directly employing the officer or employee. Limited Rule of Necessity Exception: While not a statutory exception, the courts have recognized a very limited rule of necessity applicable to Section 1090 which applies: (1) to permit a governmental agency to acquire an essential supply or service despite a conflict of interest, or, (2) where a public officer must participate in order to carry out the essential duties of his office despite a conflict of interest. III. Common law of Conflicts of Interest Even prior to the adoption of either Section 1090 or the PRA, the courts imposed a duty on public officials to act with "disinterested zeal" in discharging their duties. The rule continues to apply, whether or not a statutory conflicts law also applies. (Clark v. City of Hermosa Beach (1996) 48 Cal.App.4th 1152.) The common law is designed to deal with both conflicts and with the appearance of impropriety. m e y e r s I n a v e 15 Copyright 2012 IV. Campaign Contributions and Loans Campaign contributions generally are not covered by conflict of interest laws because of their relationship to a citizen's first amendment rights of free political speech. However, there is one provision in the Political Reform Act which addresses campaign contributions in a conflict of interest context. Government Code section 84308 sets up a special rule regarding receipt of contributions for officials holding appointed (not directly elected) positions. The section provides the following: 1) An official may not accept a campaign contribution over $250 while a proceeding involving a license, permit, or other entitlement for use is pending, and for three months after the decision is made; 2) Before a decision is made, an official must disclose on the record whether he or she has received a campaign contribution exceeding $250 within the 12 months prior to the decision. If the official has received such a contribution, the official must not participate, in any way, in the decision; 3) A party to the proceeding before the agency must not make a campaign contribution of over $250 while one of the above proceedings is pending and for three months after the final decision is made. If the party has made such a contribution within 12 months of the decision, the party must disclose the contribution on the record of the proceeding. 4) If an official has received a contribution that would require disqualification, the official may return the contribution within 30 days and be permitted to participate in the proceeding. Special Restrictions on Personal Loans Elected officials are prohibited from receiving personal loans of $250 or more from persons who contract with or are employed by the official's agency or any agency over which the official has direction and control. There are exemptions for specified commercial loans made to officials in the ordinary course of business on the same terms as other members of the public. (Government Code § 87460.) An elected officer may not accept personal loans of $500 or more unless the contract is in writing and complies with other specified requirements. (Government Code § 87461.) m e y e r s I nave 16 Copyright 2012