Campaign Consultants - Forms and Manuals
Manual & Information
Campaign Consultants should first review the SFEC Campaign Consultant Manual for information about disclosure and filing requirements.
| Guide Name | Location / File Type | File Size |
|---|---|---|
| SFEC Campaign Consultant Manual | 168k | |
| Campaign Consultant Ordinance | HTML | N/A |
| Campaign Consultant Regulations | HTML | N/A |
| Questions Raised at May 15, 1998 Campaign Consultant Workshop | HTML | N/A |
| Policy and Procedures for Reduction of Waiver of Fines Imposed for the Late Filing of Lobbyist and Campaign Consultant Statements | HTML | N/A |
Filing Schedule
The annual deadline for re-registration is January 1.
| Reporting Period | Filing Deadline |
|---|---|
| December 1 – February 28* | March 15th |
| March 1 – May 31 | June 15th |
| June 1 – August 31 | September 15th |
| September 1 – November 30 | December 15th |
Note: Deadlines that fall on a Saturday, Sunday, or an official holiday will be extended to the next business day. On leap years, the ending date for the first campaign consultant quarterly report ends on February 29th.
Fees
At the time of registration and re-registration, each consultant must pay a registration fee calculated based on the income the consultant will earn:
| Registration Fees | For filers whose campaign consultant earnings are | Registration Fee |
|---|---|---|
| Tier 1 | Less than $5,000 | $50 |
| Tier 2 | Equal to or greater than $5,000, but not greater than $20,000 | $200 |
| Tier 3 | Greater than $20,000 | $400 |
Campaign consultants are required to pay a $50 fee for each client.
Campaign Consultant fees can be paid on-line using a debit/credit card or e-check. Fees can also be paid by sending a check to the Ethics Commission made payable to the City & County of San Francisco.
Cover Sheet
Each Campaign Consultant filing must be accompanied by a cover sheet.
| Form Name | Form # | Location / File Type | File Size |
|---|---|---|---|
| Cover Sheet Attach to the front of each campaign consultant filing |
N/A | PDF / Word | 93k / 39k |
Registration and Re-Registration
| Form Name | Form # | Location / File Type | File Size |
|---|---|---|---|
| Registration Report File an original and a copy with the Ethics Commission |
1 | PDF / Word | 94k / 54k |
| Re-Registration Report File an original and a copy with the Ethics Commission |
2 | PDF / Word | 57k / 40k |
Disclosure Statements
| Form Name | Form # | Location / File Type | File Size |
|---|---|---|---|
| Quarterly Report File an original and a copy with the Ethics Commission |
3 | PDF / Word | 89k / 61k |
| Client Authorization Statement File an original and a copy with the Ethics Commission |
4 | PDF / Word | 20k / 28k |
| Client Termination Statement File an original and a copy with the Ethics Commission |
5 | PDF / Word | 22k / 27k |
Termination
| Form Name | Form # | Location / File Type | File Size |
|---|---|---|---|
| Termination Statement File an original and a copy with the Ethics Commission |
6 | PDF / Word | 20k / 24k |
