Page 158 - 2026 Lozano Smith Brown Act Handbook

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.

146 LozanoSmith.com 2026 Brown Act Handbook