Conflict of Interest
The California Political Reform Act of 1974 requires the University to adopt and communicate Conflict of Interest (COI) codes. In addition the code requires employees in designated positions to file a Statement of Economic Interest (Form 700) annually with the Office of Equal Opportunity, and complete Ethics Training within 6 months of assuming office and every two years thereafter. The Office of Equal Opportunity administers this process on behalf of Cal Poly. The current Statement of Economic Interest Forms and Instruction can be accessed below.
Forms and Instructions for 2015-16 Statement of Economic Interest (Form 700)
- Form 700 15-16 (Statement of Economic Interest Fillable PDF)
- CSU Disclosure Categories (PDF)
- Form 700 Reference Guide to the Form 700 (PDF)
- Frequently Asked Questions - Form 700 (PDF)
- Limitations and Restrictions on Gifts, Honoraria, Travel and Loans 2015 (PDF)
- Form 700 Statement of Economic Interests Form 700-U and Instructions for Statement of Economic Interests for Principal Investigators (PDF)
When an employee in a Fair Political Practices Commission(FPPC) designated Conflict of Interest (COI) position transfers, resigns or retires from their designated position they must complete and file a Form 700 with the Office of Equal Opportunity reporting when they will be "leaving" their designed position. On the Form 700 (Statement of Economic Interest) in Section 3. Type of Statement, the employee will check "Leaving Office:" and report the date they will be leaving their designated position.
In addition to the administration of the annual filing of Statement of Economic Interest forms by designated positions, the University is required to report Gifts and Tickets/Admissions to Events given to the agency. To access the memorandum outlining the process to administer Gifts to Agency, applicable forms and instruction, as well as forms filed on behalf of the University for gifts received, click on the preceding title "Gifts and Ticket/Admissions to Agency."
Additional Resources and Links:
- CSU website to review the five kinds of economic interest and the policy on conflict of interest.
- Fair Political Practices Commission Home Page
Conflict of Interest Handbook
In August 2009, the California State University Office of General Counsel issued a Conflict of Interest (COI) Handbook for CSU employees to provide guidance to employees in both designated and undesignated positions. The handbook can be accessed at OGC CSU Conflict of Interest Handbook (PDF).