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What is a reportable?

A "reportable source" is a source with which the CSU (or campus) might do business/invest funds.

Gifts between the $50 threshold and the annual gift limit must be reported. The annual calendar year gift limit (per the FPPC) is $470 (2017-2018 limit).  This means, in general, we are NOT able to accept gifts (including travel) that exceed the gift limit, even if it is beneficial to the university. This applies to state employees whether or not the employee is in a designated position.

The Disclosure Category determines what is reportable for your position...

May be ReportableForm 700 ScheduleNon-Reportable
Stocks, including those held in an IRA or a 401K Schedule A-1 Insurance policies, government bonds, diversified mutual funds (or similar) and investments held in certain retirement accounts
Business entities, sole proprietorships, partnerships, LLCs, corporations, and trusts Schedule A-2 Savings and checking accounts and annuities
Rental property in the jurisdiction Schedule B Personal residence
Non-governmental salaries of public official and spouse/registered domestic partner Schedule C Governmental salary
Gifts from reportable source Schedule D Gifts from family members
Travel payments from reportable source Schedule E Travel paid by your government agency

You must read the disclosure categories for your position to determine if you have a reportable source.

Consider Travel Payments

Questions to answer:

  • What is the source of payment?
  • Value provided (e.g., speech)?
  • Reasonably related to CSU business?
  • Limited duration?
  • Travel costs conform with CSU Travel policy?

Questions?

If you have a question regarding specific situations, please call the California’s Fair Political Practices Commission (FPPC) toll-free at 866-275-3772 or visit their Website at http://www.fppc.ca.gov/.

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