Cal. Code Regs. Tit. 2, div. 2, ch. 4, subch. 1, app A
| Designated Positions | Disclosure Category |
| Office of the State Treasurer | 1 |
| Deputy Treasurer | 1 |
| General Counsel | 1 |
| Attorney (All Levels) | 1 |
| Director, Public Finance Division | 1 |
| Director, Centralized Treasury & Securities Management Division | 2 |
| Director, Administration Division | 1 |
| Assistant Director, Investment Division | 2 |
| Assistant Director, Public Finance Division | 1 |
| Assistant Director, Centralized Treasury & Securities Management Division | 2 |
| Partner Business Executive, Financial Information System for California (FI$Cal) | 2 |
| Director of Legislative Affairs | 1 |
| Director of Public Liaison | 1 |
| Treasury Program Manager (II and III), except Centralized Treasury & Securities Management and Investment Divisions | 1 |
| Treasury Program Manager (II and III), Centralized Treasury & Securities Management Division | 2 |
| Treasury Program Manager (all levels), Investment Division | 2 |
| Staff Services Manager (II and III), except Business Services Unit | 2 |
| Accounting Administrator (All Levels) | 2 |
| Associate Treasury Program Officer, Investment Division | 2 |
| Director, Information Technology Division | 4 |
| Information Technology Specialist I Information Technology Division, Technical Support | 4 |
| Information Technology Manager (all levels) | 4 |
| Information Technology Specialist I Information Technology Division, Data & Government Transparency | 4 |
| Information Technology Supervisor (all levels) | 4 |
| Information Technology Associate, Information Technology Division, Client Services | 4 |
| Information Technology Specialist I, Information Technology Division, Client Services | 4 |
| Staff Services Manager (all levels), Business Services Unit | 1 |
| Associate Business Management Analyst, Business Services Unit | 1 |
| Associate Governmental Program Analyst, Business Services Unit | 1 |
| California Achieving a Better Life Experience Act Board | |
| Board Members | 3 |
| Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California Alternative Energy and Advanced Transportation Financing Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California Debt and Investment Advisory Commission | |
| Commission Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Research Manager (all levels) | 3 |
| Staff Services Manager (all levels) | 3 |
| California Debt Limit Allocation Committee | |
| Committee Members | 3 |
| Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California Educational Facilities Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Treasury Program Manager (all levels) | 3 |
| Staff Services Manager (all levels) | 3 |
| California Health Facilities Financing Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Treasury Program Manager (all levels) | 3 |
| Staff Services Manager (all levels) | 3 |
| California Healthy Food Financing Initiative Council | |
| Council Members | 3 |
| California Industrial Development Financing Advisory Commission | |
| Commission Members | 3 |
| Executive Director | 3 |
| California Pollution Control Financing Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Treasury Program Manager (all levels) | 3 |
| California Secure Choice Retirement Savings Investment Board | |
| Board Members | 3 |
| Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California School Finance Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California Tax Credit Allocation Committee | |
| Committee Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Staff Services Manager (all levels) | 3 |
| California Transportation Financing Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| California Urban Waterfront Area Restoration Financing Authority | |
| Authority Members | 3 |
| Executive Director | 3 |
| Deputy Executive Director | 3 |
| Local Agency Investment Advisory Board | |
| Board Members | 3 |
| Executive Secretary | 3 |
| Designated Positions Disclosure Category Pooled Money Investment Board | |
| Board Members | 3 |
| Executive Secretary | 3 |
| ScholarShare Investment Board | |
| Board Members | 3 |
| Executive Director | 3 |
| Staff Services (all levels) | 3 |
| Consultants and New Positions | |
| Consultants/New Positions | * |
* Consultants and new positions shall be included in the list of designated positions and shall disclose pursuant to the broadest disclosure category in the code, subject to the following limitation:
The Chief Deputy Treasurer 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 described in this section. Such 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 Chief Deputy Treasurer'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. Code Sec. 81008.)
NOTE: The State Treasurer is covered by Government Code Section 87200, and as such, must file a statement of economic interests pursuant to Government Code Section 87200 and not pursuant to the Department's conflict of interest code.
Officials Who Manage Public Investments
The following individuals are NOT covered by the code because they must file under Government Code Section 87200 and, therefore, are listed for informational purposes only:
(1) Chief Deputy Treasurer
(2) Deputy Treasurer (with oversight responsibility for the Investment Division)
(3) Director, Investment Division
(4) Pension & Benefits Officer
(5) Pension Investment Officer
(6) Treasurer's Designee for CalPERS and CalSTRS (whose names are listed on an up-to-date public document maintained by the filing officer)
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 Government Code Section 87200.
Cal. Code Regs. Tit. 2, div. 2, ch. 4, subch. 1, app A