Apply Now to Join the Investment Advisory Committee
Applications due Aug 20


The Investment Advisory Committee was established by City Council Resolution on June 22, 2021. The Committee consists of three members appointed to overlapping three-year terms. 

Initially-appointed members will have the length of their appointment determined by lot in order to allow for overlapping terms. 

The Investment Advisory Committee is empowered to undertake and perform the following functions: (a) provide oversight and make recommendations to the City Treasurer with respect to investment activities and Legislative Policy No. 1; (b) undertake such activities as the City Council may, from time to time, direct, of the methods and operations of the City Treasurer with respect to investments; © prepare and issue reports to the City Council as the Committee may determine to be appropriate, but not less than once annually, regarding the Committee’s activities and recommendations on matters within its purview; and (d) perform other such functions and activities as the City Council may, from time to time, direct. 

Investment Advisory Committee members must be at least 18 years of age, live within the City limits, and be qualified by virtue of education, training, experience, or background to serve in the capacity of advising the City Treasurer on financial investment matters.  

Following an initial organizing meeting, the Investment Advisory Committee will meet twice per year, April and October. The initial Committee will determine the date and time for the meetings. Each meeting requires preparation by the Committee, including reading staff reports and related material.

Applications are due to the City Clerk’s Office, 3970 Rocklin Road, Rocklin, California, 95677, by 5 p.m. on Friday, August 20, 2021.

Application for City Council Appointment to the Investment Advisory Committee

Applicant Information

(First, last, middle)

(Street address, unit number)

(if applicable)

Personal Information
Do you or any members of your immediate family:
Education/Training/Special Qualifications
Educational Qualification 1
Employment History/Work Experience
Present or Most Current Employer
Previous Employer
Regulatory Requirements
STATEMENT OF ECONOMIC INTEREST FORM 700: Per the State of California Fair Political Practices Commission, Persons appointed to the Investment Advisory Committee are required to file a Statement of Economic Interests (Form 700).  This rule requires the disclosure of a variety of sources of income for public officials.
ETHICS TRAINING: All Appointees are required to satisfy the local ethics training requirement mandated by Government Code Section 53234. Information for an online training resource will be provided by the City Clerk upon appointment.
Offers of Appointment are conditional upon successful completion of fingerprint clearance.
Authorization and Release

I understand that in connection with this application for appointment, an investigation of my personal and business background may be conducted.  I hereby authorize the release of any and all information pertaining to me or businesses in which I participate, including information of a confidential or privileged nature in the possession of government or private agencies or individuals.  I hereby release all such agencies or individuals who furnish such information from liability for damage, which may result from furnishing the information requested.