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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 PDF 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
  Less than $1,000 $0
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 with the Ethics Commission
1 PDF / Word 94k / 54k
Re-Registration Report
File an original with the Ethics Commission
2 PDF / Word 57k / 40k

Disclosure Statements

Form Name Form # Location / File Type File Size
Quarterly Report
File an original with the Ethics Commission
3 PDF / Word 89k / 61k
Client Authorization Statement
File an original with the Ethics Commission
4 PDF / Word 20k / 28k
Client Termination Statement
File an original with the Ethics Commission
5 PDF / Word 22k / 27k

Termination

Form Name Form # Location / File Type File Size
Termination Statement
File an original with the Ethics Commission
6 PDF / Word 20k / 24k