Cal. Code Regs. Tit. 18, div. 2.2, app A

Current through Register 2025 Notice Reg. No. 2, January 10, 2025
Appendix A

Designated Positions

Disclosure Categories

Board

Deputy to Board Member

All

Administrative Assistant to Board Member

All

Assistant to Board Member

All

CEA

All

Administrative Assistant

1-8

Staff Services Manager

1-8

Tax Counsel

1-6

Tax Consultant Expert

1-6

Tax Services Specialist

1-6

Assistant Tax Services Specialist

1-6

Associate Governmental Program Analyst

1-6

Business Taxes Representative

1-6

Business Taxes Specialist II

1-6

Information Officer II

1-6

Executive

Executive Director

All

Administrative Assistant

All

CEA (Communications Office)

All

Board Proceedings Division

CEA

All

Staff Services Manager

All

Associate Governmental Program Analyst

(LAN Workgroup Manager)

1-6, 8

Associate Governmental Program Analyst

1-6

Customer and Taxpayer Services Division

CEA

All

Staff Services Manager

1-9

Business Taxes Compliance Specialist

1-6

Assistant Tax Services Specialist

1-6

Associate Governmental Program Analyst

1-6

Associate Information Systems Analyst

8

Staff Services Manager (Forms and Publications

Section)

7, 9

Assistant Tax Services Specialist (Forms and

Publications Section)

7, 8

Associate Governmental Program Analyst (Forms and

Publications Section)

7, 8

Legislative Division

Assistant Chief Counsel

All

CEA

All

Staff Services Manager

1-6

Senior Specialist Property Appraiser

1-6

Business Taxes Specialist

1-6

Associate Governmental Program Analyst

(System or LAN Administrator)

1-6, 8

Operations Research Specialist

1-4, 6, 8

Research Program Specialist

1-4, 8

Research Analyst

1-4, 8

Technology Services Division

CEA

All

Data Processing Manager IV

All

Business Taxes Administrator

1, 2, 7-9

Business Taxes Compliance Supervisor

1, 2, 7-9

Data Processing Manager

7-9

Staff Services Manager

7-9

Systems Software Specialist

8

Associate Systems Software Specialist

8

Senior Information Systems Analyst

8

Staff Information Systems Analyst

8

Associate Information Systems Analyst

8

Senior Programmer Analyst

8

Staff Programmer Analyst

8

Associate Programmer Analyst

8

Associate Governmental Program Analyst

8

Taxpayers' Rights and Equal Employment Opportunity Division

CEA

All

Business Taxes Specialist (TRA)

1-4

Associate Property Appraiser (TRA)

1-4

Staff Services Manager (EEOO)

7, 9

Associate Governmental Program Analyst (EEOO)

7, 9

Administration Department

CEA

All

Training Officer (Training Office)

9

Associate Governmental Program Analyst

(Training Office)

9

Administrative Support Division

CEA

All

Staff Services Manager

7-10

Associate Business Management Analyst

7-9

Associate Governmental Program Analyst

7-9

Telecommunications Systems Analyst

10

Office Services Manager (Supervisor, Cashier Unit)

7

Personnel Management Division

CEA

7-9

Staff Services Manager

7-9

Associate Governmental Program Analyst

7-9

Associate Personnel Analyst

7-9

Labor Relations Specialist

7-9

Financial Management Division

CEA

All

Staff Services Manager

7-9

Accounting Administrator

7-9

Associate Accounting Analyst

7-9

Associate Administrative Analyst

7-9

Associate Budget Analyst

7-9

Senior Accounting Officer

7-9

Associate Governmental Program Analyst

7-9

Staff Information Systems Analyst (Specialist)

8

Policy, Planning and Evaluation Division

Staff Services Manager III

1-4, 7-9

Staff Services Manager I or II

7-9

Associate Management Analyst

7-9

Associate Business Management Analyst

7-9

Associate Governmental Program Analyst

7-9

Staff Information Systems Analyst

8

Legal Department

CEA

All

Assistant Chief Counsel

All

Tax Counsel

1-6

Supervising Tax Auditor

1, 2

Administrative Assistant

7-9

Librarian

7, 8

Staff Information Systems Analyst

8

Associate Information Systems Analyst

8

Business Taxes Specialist II or III

1, 2

Business Taxes Specialist I

1, 2 *

Business Taxes Compliance Supervisor (Offers in

Compromise)

1, 2

Business Taxes Compliance Specialist (Offers in

Compromise)

1, 2

Business Taxes Specialist (Offers in Compromise)

1, 2

Internal Security and Audit Division

CEA

All

Business Taxes Administrator

All

Business Taxes Specialist

All

Associate Tax Auditor

All

Associate Governmental Program Analyst

7-9

Systems Software Specialist

8

Staff Information Systems Analyst

8

Associate Information Systems Analyst

8

Assistant Information Systems Analyst

8

Investigations Division

CEA

All

Business Taxes Administrator

1, 2, 7-9

Business Taxes Specialist

1, 2

Business Taxes Compliance Specialist

1, 2

Supervising Tax Auditor

1, 2, 9

Associate Tax Auditor

1, 2

Staff Information Systems Analyst

8

Property and Special Taxes Department

CEA

All

Administrative Assistant

1, 2, 6-9

Staff Services Manager

7-9

Associate Governmental Program Analyst

3, 7-9

Staff Information Systems Analyst

8

Assessment Policy and Standards Division

CEA

3, 7-9

Principal Property Appraiser

3, 7-9

Senior Specialist Property Appraiser

3

Senior Specialist Property Auditor Appraiser

3

Supervising Property Appraiser

3, 7-9

Associate Property Appraiser

3

Associate Property Auditor Appraiser

3

Research Analyst II (GIS)

3

County Property Tax Division

CEA

3, 4, 7-9

Principal Property Appraiser

3, 7-9

Senior Petroleum and Mining Appraisal Engineer

3

Supervising Property Appraiser (Assessment Practices

Surveys Section)

3, 7-9

Senior Specialist Property Appraiser (Assessment

Practices Surveys Section)

3

Senior Specialist Property Auditor Appraiser (Assessment

Practices Surveys Section)

3

Associate Property Appraiser (Assessment Practices

Surveys Section)

3

Associate Property Auditor Appraiser (Assessment Practices

Surveys Section)

3

Supervising Property Appraiser (Timber Tax Section)

4, 7-9

Senior Specialist Property Auditor Appraiser (Timber

Tax Section)

4

Associate Property Auditor Appraiser

(Timber Tax Section)

4

Senior Forest Property Appraiser

4

Associate Forest Property Appraiser

4

Valuation Division

CEA

3, 7-9

Principal Property Appraiser

3, 7-9

Senior Specialist Property Appraiser

3

Senior Specialist Property Auditor Appraiser

3

Supervising Property Appraiser

3, 7-9

Associate Property Appraiser

3

Associate Property Auditor-Appraiser

3

Excise Taxes and Fees Division

CEA

1, 2, 7-9

Business Taxes Compliance Supervisor

1, 2, 6, 9

Business Taxes Compliance Specialist

1, 2, 6, 9

Supervising Tax Auditor

1, 2, 6, 9

Business Taxes Specialist II or III

1, 2, 6, 9

Business Taxes Specialist I

1, 2, 6 *

Associate Tax Auditor

1, 2, 6*

Fuel Taxes Division

CEA

1, 2, 7-9

Business Taxes Administrator

1, 2, 7-9

Staff Services Manager

1, 2, 9

Business Taxes Compliance Supervisor

1, 2, 9

Business Taxes Compliance Specialist

1, 2, 9

Supervising Tax Auditor

1, 2, 9

Business Taxes Specialist II or III

1, 2, 9

Business Taxes Specialist I

1, 2 *

Associate Tax Auditor

1, 2 *

Sales and Use Tax Department

CEA 3 or 4

All

CEA 2

1, 2, 7-9

Business Taxes Administrator

1, 2, 7-9

Administrative Assistant

1, 2, 7, 8

Business Taxes Compliance Supervisor

(LAN Administrator)

1, 2, 8, 9

Business Taxes Compliance Supervisor

1, 2, 9

Business Taxes Compliance Specialist

1, 2, 9

Supervising Tax Auditor

1, 2, 7-9

Business Taxes Specialist II or III

1, 2, 7-9

Business Taxes Specialist (Special Projects)

1, 2, 7-9

Business Taxes Specialist (Systems Coordinator)

1, 2, 8, 9

Business Taxes Specialist (Training Group)

1, 2, 9

Business Taxes Specialist (Computer Audit Specialist)

1, 2, 8

Business Taxes Specialist (Regulation Coordinator)

1, 2

Business Taxes Specialist (Revenue Opportunity)

1, 2

Business Taxes Specialist (Technical Advisor)

1, 2

Business Taxes Specialist (Project Coordinator)

1, 2

Business Taxes Specialist I

1, 2 *

Associate Tax Auditor

1, 2 *

Staff Information Systems Analyst

1, 2, 8

Associate Information Systems Analyst

1, 2, 8

Associate Governmental Program Analyst

1, 2

Consultant

All **

_______

* Pursuant to 2 California Code of Regulations, section 18733, in lieu of filing Form 700, an employee in this disclosure category who was not assigned and did not participate in any property tax audits shall file Form 700-A.

** 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: The Executive Director may determine in writing that a particular consultant 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 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.

Cal. Code Regs. Tit. 18, div. 2.2, app A