LAFPP Contractor Disclosure Form

  • LAFPP Contractor Disclosure Form

  • Are you a new Contractor or investment that is participating in an LAFPP selection process?*

  • Initial (New) Contractor Disclosure Form

  • Instructions

  • The Initial Contractor Disclosure Form is intended for Contractors seeking Board consideration and approval for a new contract or investment or additional investment. Contractors are required to disclose reportable items that occurred during the twenty-four (24) month period prior to Board consideration.

    The Contractor Disclosure Policy requires disclosures from Contractors and its Officers, marketing representatives, relationship representatives, portfolio managers, members of the investment committee, Intermediaries (placement agents), involved in the product or service provided or sought to be provided to LAFPP, and Family Members (spouse or domestic partners) of the individuals referenced above. 

    LINKS TO RESOURCES

    1. Contractor Disclosure Policy
    2. List of Elected and Appointed Officials, Candidates, and Applicable Employees 
    3. Contractor Disclosure Filing Schedule

    Disclaimer: Instructions and narratives are included in this form as a guide to completing the form. However, for any sections where the form instructions or narratives conflict with the Policy, the Policy takes precedence.

    If you encounter any issues with the form, please send us an email at audit@lafpp.com. 

  • Contact Information

    Please provide a contact in the event your submission requires additional inquiry.

  • Reporting Period

    For the Initial Contractor Disclosure form, Contractors are required to disclose reportable items that occurred during the prior twenty-four (24) month period. For example, a form that is submitted for June 30, 2025 would require disclosure of reportable items occurring in the period of July 1, 2023 to June 30, 2025. Please select the appropriate reporting period beginning and end dates for your disclosure form.
  • Reporting Period Beginning*
     - -
  • Reporting Period Ending*
     - -

  • Campaign Contributions

  • Contractors shall disclose all campaign contributions (monetary contributions and/or other financial benefits made directly or indirectly) to an Elected Official and any of their controlled committees, a Candidate and any of their controlled committees, an Appointed Official, or an Applicable City Employee. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

    Exemption: Monetary contributions and/or financial benefits given by any person to an Elected Official or Candidate for whom such person was entitled to vote at the time of the contributions and which in the aggregate do not exceed $100 to any one Elected Official or Candidate per election are not required to be reported.

  • For the reporting period, does the Contractor have any Campaign Contributions to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form. 

  • Other Contributions/Payments

  • Contractors shall disclose any monetary contributions and/or other financial benefits not covered by other sections of this Policy, including but not limited to contributions or payments to charitable organizations, campaign committees, or other third-parties made at the behest of an Elected Official, Appointed Official, Candidate or Applicable City Employee. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

  • For the reporting period, does the Contractor have any other contributions or payments to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Gifts

  • Contractors shall disclose all Gifts made directly or indirectly to any Elected or Appointed Official, Candidate or Applicable City Employee, or to decision makers with LAFPP’s private equity consultants, private credit consultants, general investment consultants, or real estate and infrastructure consultants. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

    A Gift is generally any payment that confers a personal benefit on the recipient to the extent that consideration of equal or greater value is not received (e.g. meals, entertainment and tangible items) that are greater than $50. 

    A full definition of Gifts and examples of exclusions can be found in the Definitions section of the Contractor Disclosure Policy or Los Angeles Municipal Code Section 49.5.8 et seq. 

    Reporting Threshold: Gifts are only required to be reported if, for the calendar year, the total value of Gifts made to a single recipient is $50 or more.

  • For the reporting period, has the Contractor made any Gifts that need to be disclosed?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Is the Contractor an LAFPP Investment Consultant? (Investment Consultants refer to one of the following: Future Standard, Stepstone Group, RVK, or The Townsend Group)*

  • LAFPP investment consultants (Future Standard, Stepstone, RVK, and Townsend) shall disclose Gifts, as defined under this Policy, received from LAFPP Contractors, any of its Officers, any marketing representatives, relationship representatives, portfolio managers, members of their investment committee, or Intermediaries that are involved with the product or service provided, or sought to be provided, to LAFPP, and any Family Members of any of the previously listed individuals.

    Reporting Threshold: Gifts are only required to be reported if, for the calendar year, the total value of Gifts received by a single recipient is $50 or more.

  • For the reporting period, has the Contractor received any gifts that need to be disclosed?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Contacts Made

  • Contractors are responsible for disclosing any contacts made with Appointed or Elected Officials, such as any LAFPP Board members, for the longer of:

    1. The three months prior to the interview regarding a new agreement or investment, or
    2. The search period for a new agreement or investment. 

    Contacts with Applicable City Employees do not need to be disclosed under this Policy.

    Please refer to the List of Elected and Appointed Officials, Candidates, and Applicable City Employees linked in the instructions of this form or at lafpp.lacity.gov.

  • For the reporting period, does the Contractor have any contacts with Appointed or Elected Officials to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Intermediaries

  • Is any person working on behalf of the Contractor, or assigned to an LAFPP contract on behalf of the Contractor, a current or former LAFPP Board member, employee, consultant or a Family Member of any such person?*

  • Contractors shall disclose all Intermediaries retained in connection with any investment or procurement. Intermediaries are any person or entity that meets both criteria: 

    (1) is hired, engaged or retained by or acting on behalf of a Contractor as a placement agent, finder, lobbyist, solicitor, marketer, consultant, broker or other type of agent to raise money or investments from or obtain access to LAFPP, directly or indirectly, and

    (2) engages in, either personally or through an agent, any written or oral direct communication with any LAFPP representative in furtherance of obtaining an investment or a contract with LAFPP.

  • For the reporting period, has an Intermediaries (placement agent, finder, lobbyist, solicitor, marketer, consultant, broker or other type of agent to raise money or investments) been retained by the Contractor to procure funds from an investor?*
  • Date Retained*
     - -
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  • If you require additional space, please upload in a separate attachment at the end of this form. 

  • Periodic Contractor Disclosure Form

  • Instructions

  • The Periodic Contractor Disclosure Form is intended for existing LAFPP Contractors who are required to complete a form on a quarterly or fiscal year basis. Disclosures are due 21 business days after the end of the quarter or the fiscal year. 

    The Contractor Disclosure Policy requires disclosures from Contractors and its Officers, marketing representatives, relationship representatives, portfolio managers, members of the investment committee, Intermediaries (placement agents), involved in the product or service provided or sought to be provided to LAFPP, and Family Members (spouse or domestic partners) of the individuals referenced above.

    LINKS TO RESOURCES

    1. Contractor Disclosure Policy
    2. List of Elected and Appointed Officials, Candidates, and Applicable Employees
    3. Contractor Disclosure Filing Schedule


    Disclaimer: Instructions and narratives are included in this form as a guide to completing the form. However, for any sections where the form instructions or narratives conflict with the Policy, the Policy takes precedence.

    If you encounter any issues with the form, please send us an email at audit@lafpp.com. 

  • Contact Information

    Please provide a contact in the event your submission requires additional inquiry.

  • Reporting Period

    For the Periodic Contractor Disclosure form, Contractors are generally required to file on a quarterly basis, except for non-investment and non-legal Contractors receiving less than $20,000 each fiscal year, who are required to file on a fiscal year basis. Please select the appropriate reporting period beginning and end dates for your disclosure form.
  • Reporting Period Beginning*
     - -
  • Reporting Period End*
     - -

  • Campaign Contributions

  • Contractors shall disclose all campaign contributions (monetary contributions and/or other financial benefits made directly or indirectly) to an Elected Official and any of their controlled committees, a Candidate and any of their controlled committees, an Appointed Official, or an Applicable City Employee. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

    Exemption: Monetary contributions and/or financial benefits given by any person to an Elected Official or Candidate for whom such person was entitled to vote at the time of the contributions and which in the aggregate do not exceed $100 to any one Elected Official or Candidate per election are not required to be reported.

  • For the reporting period, does the Contractor have any Campaign Contributions to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Other Contributions/Payments

  • Contractors shall disclose any monetary contributions and/or other financial benefits not covered by other sections of this Policy, including but not limited to contributions or payments to charitable organizations, campaign committees, or other third-parties made at the behest of an Elected Official, Candidate, Appointed Official, or Applicable City Employee. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

  • For the reporting period, does the Contractor have any other contributions or payments to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Gifts

  • Contractors shall disclose all Gifts made directly or indirectly to any Elected Official, Candidate, Appointed Official, or Applicable City Employee, or to decision makers with LAFPP’s private equity consultants, private credit consultants, general investment consultants, or real estate and infrastructure consultants. A List of Elected and Appointed Officials, Candidates, and Applicable City Employees is linked in the instructions of this form or at lafpp.lacity.gov.

    A Gift is generally any payment that confers a personal benefit on the recipient to the extent that consideration of equal or greater value is not received (e.g. meals, entertainment and tangible items) that are greater than $50. 

    A full definition of Gifts and examples of exclusions can be found in the Definitions section of the Contractor Disclosure Policy or Los Angeles Municipal Code Section 49.5.8 et seq. 

    Reporting Threshold: Gifts are only required to be reported if, for the calendar year, the total value of Gifts made to a single recipient is $50 or more.

  • For the reporting period, has the Contractor made any Gifts that need to be disclosed?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Is the Contractor an LAFPP Investment Consultant? (Investment Consultants refer to one of the following: Future Standard, Stepstone, RVK, or Townsend)*

  • LAFPP investment consultants (Future Standard, Stepstone, RVK, and Townsend) shall disclose Gifts, as defined under this Policy, received from LAFPP Contractors, any of its Officers, any marketing representatives, relationship representatives, portfolio managers, members of their investment committee, or Intermediaries that are involved with the product or service provided, or sought to be provided, to LAFPP, and any Family Members of any of the previously listed individuals.

    Reporting Threshold: Gifts are only required to be reported if, for the calendar year, the total value of Gifts received by a single recipient is $50 or more.

  • For the reporting period, has the Contractor received any Gifts that need to be disclosed?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Contacts Made

  • For existing agreements, Contractors shall disclose any contacts with Appointed or Elected Officials during the term of the agreement, contract, or investment on a quarterly basis. Contacts with Applicable City Employees do not need to be disclosed under this Policy.

    Please refer to the List of Elected and Appointed Officials, Candidates, and Applicable City Employees linked in the instructions of this form or at lafpp.lacity.gov.

  • For the reporting period, does the Contractor have any reportable contacts with Appointed or Elected Officials to disclose?*
  • Rows

  • If you require additional space, please use the free space below, or upload in a separate attachment at the end of this form.

  • Intermediaries

  • Is any person working on behalf of the Contractor, or assigned to an LAFPP contract on behalf of the Contractor, a current or former LAFPP Board member, employee, consultant or a Family Member of any such person?*

  • Contractors shall disclose all new Intermediaries retained in connection with any investment or procurement. Intermediaries are defined as a person or entity: 

    (1) who is hired, engaged or retained by or acting on behalf of a Contractor as a placement agent, finder, lobbyist, solicitor, marketer, consultant, broker or other type of agent to raise money or investments from or obtain access to LAFPP, directly or indirectly, and

    (2) who engages in, either personally or through an agent, any written or oral direct communication with any LAFPP representative in furtherance of obtaining an investment or a contract with LAFPP.

  • For the reporting period, has any new Intermediaries (placement agent, finder, lobbyist, solicitor, marketer, consultant, broker or other type of agent to raise money or investments) been retained by the Contractor to procure funds from an investor?*
  • Date Retained*
     - -
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  • If you require additional space, please upload in a separate attachment at the end of this form. 

  • Additional Documents

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  • Signature

  • Date*
     - -

  • OPTIONAL - Survey

  • Thank you for using LAFPP's new Contractor Disclosure WebForm! We would greatly appreciate any feedback or suggestions you can provide as we continue to refine this form. If you had any other questions, please feel free to contact us at audit@lafpp.com

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