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Board approves revised member handbook after Bagley‑Keene and gifts discussion

California State Board of Optometry · January 27, 2026

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Summary

After debate about whether handbook language was overly restrictive, the board revised its member communications text to mirror Bagley‑Keene guidance and adopted a gifts/travel/honoraria section directing members to comply with FPPC rules; staff were authorized to finalize technical edits.

The California State Board of Optometry approved an updated board member handbook after staff and legal counsel walked the board through changes intended to modernize the document and add accountability provisions.

Discussion focused primarily on two flagged items: member communications and the gifts policy. One draft sentence stated that "board members should not discuss matters under the board’s jurisdiction with each other outside of an officially noticed meeting." Several members worried the sentence could be overly restrictive and inhibit routine, informational one‑on‑one contacts such as orientation questions or site tours.

Legal counsel advised that the handbook should not conflict with Bagley‑Keene (the state open‑meeting law) and suggested the handbook either mirror statutory language or keep a bright‑line rule with a clear explanation and orientation. The board opted to revise the communications language to align with Bagley‑Keene and to incorporate an orientation requirement for new members to address background knowledge gaps.

On gifts, counsel recommended a concise rule: members must comply with all laws and FPPC guidance on gifts, travel and honoraria. The board directed staff to make the agreed edits and authorized the executive officer to make technical, non‑substantive adjustments before publication. The revised handbook was approved by roll call vote.