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Disclosures & Ethics

The California Political Reform Act (Government Code Sections 81000-91014)

The California Political Reform Act requires many public officials and employees to file public, personal financial disclosure reports known as Statements of Economic Interests.  Under the act, cities are required to adopt and implement a separate Conflict of Interest Code.  Designated employees, board/commission/committee members and elected officials must file a Statement of Economic Interest Form with the City Clerk's Office. The designated filers and the types of economic interests that are required to be disclosed are listed in the the City of Carlsbad's Conflict of Interest Code.

City of Carlsbad Conflict of Interest Code
Resolution No. 2017-171
Local Gift Fact Sheet 2015
Search Statement of Economic Interest (SEI) Form 700 Filings 
Campaign Financial Disclosure Statements

Online campaign financial disclosure statements cover back to 2014 only.  For previous years' statements, please contact the City Clerk's Office.

Agency Disclosures

FPPC Requirements

The Fair Political Practices Commission requires the Offices of the City Clerk that maintain a website to post a notification on that website related to Statement of Economic Interest Form 700 for 87200 filers.  These are full disclosure filers and are required to disclose certain financial interests. 

Additionally, candidates for elected positions are required to file a Candidate Statement. Candidates must file a Statement of Economic Interest Form 700 no later than the final filing date for the declaration of candidacy or nomination documents. Once filed, the form is a public document and must be made available to the public upon request.

The following are positions the FPPC has determined are to be 87200 filers:

Elected Officials

Mayor Matt Hall
Mayor Pro Tem Keith Blackburn
Council Member Michael Schumacher
Council Member Cori Schumacher
Council Member Mark Packard
City Treasurer Craig Lindholm
City Clerk Barbara Engleson

Planning Commissioners

Velyn Anderson
Peter Merz
Linda Geldner
Carolyn Luna
Marty Montgomery
Jeff Segall
Roy Meenes

Other Designated Positions

City Manager Scott Chadwick
City Attorney Celia Brewer

Chief Operations Officer Elaine Lukey
Administrative Services Director Laura Rocha
Assistant to the Treasurer Nancy Sulllivan
Finance Director Kevin Branca

Copies of Statements of Economic Interest forms are available on line or at the Carlsbad City Clerk's Office at:
City Hall
City Clerk's Office
1200 Carlsbad Village Drive
Carlsbad CA 92008

The information above is posted pursuant to Government Code Section 87505 (added by AB 1509 chaptered on September 24, 2012). For more information, please contact the City Clerk's Office at 760-434-2808 or clerk@carlsbadca.gov.