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DISPOSITION OF JOINT                           APPROVAL OF AGREEMENTS
                       POWERS AGENCY CLAIMS                                 CONCLUDING LABOR
                       (GOV. CODE, § 54957.1(a)(4))                             NEGOTIATIONS
                                                                         (GOV. CODE, § 54957.1(a)(6))
                What to Report:
                                                                  What to Report:
                1)  voting tally;
                2)  name of claimant;
                3)  name of local agency claimed against;         1)  the item approved;
                4)  substance of claim;                           2)  voting tally;
                5)  any monetary amount approved for payment      3)  other party.
                   and agreed upon by claimant.

                When to Report:                                   When to Report:

                1)  As soon as disposition of the claim is        1)  after agreement is final, and
                   reached.  (Statute does not specify whether    2)  has been accepted or ratified by other party.
                   an open session report must be made or            (Statute does not specify whether open
                   whether disclosure upon inquiry is                session report must be made or whether
                   sufficient.)                                      disclosure upon inquiry is sufficient.)


                       APPROVAL OF LITIGATION                           PENSION FUND INVESTMENT
                  DEFENSE, APPELLATE REVIEW, OR                          TRANSACTION DECISIONS
                   AMICUS CURIAE PARTICIPATION                           (GOV. CODE, § 54957.1(a)(7))
                       (GOV. CODE, § 54957.1(a)(2))
                                                                  What to Report:
                What to Report:
                                                                  1)  the investment transaction decision;
                1)  the approval action;                          2)  voting tally (must be by roll call vote).
                2)  voting tally;
                3)  adverse parties (if known);                   When to Report:
                4)  substance of the litigation.
                                                                  1)  first open meeting of the legislative body
                When to Report:                                      held after the earlier of either:
                                                                     a)  the close of the investment transaction;
                1)  after closed session;                            b)  the transfer of pension fund assets for the
                2)  in open session;                                    investment transaction.
                3)  during same meeting.






















     132   2025 Brown Act Handbook                                                                     LozanoSmith.com
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