Skip to main content
Fractions joke: There is a fine line between a numerator and a denominator. Only a fraction of you will get that joke.

SDLA Compliance Resource

File Annual Form 700 Statements of Economic Interests

An implementation guide for identifying designated filers, collecting annual, assuming-office, and leaving-office Form 700 statements, and meeting the April 1 annual deadline.

  • Governance & Board Approval
  • Human Resources
Date(s)Annual statements due April 1, 2027 (covering calendar year 2026); assuming-office and leaving-office statements within 30 days of the change
Applies toBoard members and designated employees and consultants listed in the district's conflict-of-interest code; charter school officials as required

In Plain Language: People who make or influence decisions must disclose certain financial interests on Form 700. Each designated filer files an annual statement by April 1, a statement within 30 days of taking the position, and a statement within 30 days of leaving it. The district's conflict-of-interest code determines who files and with whom.

Why this matters

Late filers face fines from the FPPC, and missing statements can expose contracts and decisions to conflict-of-interest challenges.

Joint ownership

District: filing officer (often the superintendent's office or HR) tracks filers; HR flags new hires and departures. Filers: complete the forms. FPPC/county: may receive certain statements.

From the designated-position list to complete Form 700 filings: the SDLA ITO workflow

This workflow makes sure every designated filer files on time. This SDLA ITO (Input, Transformation, Output) graphic shows how the inputs become the outputs in 9 steps.

SDLA ITO: 9 steps. Input: conflict-of-interest code; hR roster; fPPC forms and e-filing. Transformation: build the filer list; notify filers; track and follow up. Output: filed statements; non-filer log; public-records ready.
Read down each column, then move to the next: Input identifies what to collect; Transformation covers build the filer list; notify filers; track and follow up; Output delivers filed statements; non-filer log; public-records ready. Annual statements by April 1, 2027; other statements within 30 days of the change.

Open the full-size workflow graphic

Implementation workflow

  1. JanuaryBuild the list.Match the HR roster to the code.
  2. FebruaryNotify.Send filing instructions.
  3. MarchFollow up.Remind filers who have not filed.
  4. By April 1Annual deadline.Collect all annual statements.
  5. Within 30 days of any changeAssuming and leaving.Collect statements for new and departing filers.

Form 700 checklist

  • Filer list matches the current code.
  • Onboarding and separation checklists include Form 700.
  • Annual statements collected by April 1.
  • Non-filers followed up and documented.

Official guidance and help

Source review completed October 25, 2026. Verify your filing officer and e-filing system as designated in your conflict-of-interest code.