Ethics Commission
City and County of San Francisco

Permit Consultant Reporting

What Must be Reported

Permit consultants must disclose: their names, employers, and contact information; the names and contact information for their clients with “major projects” or “minor projects”; the compensation they received or expected to receive from these clients during the reporting period; the officers and employees of the Department of Building Inspection, the Entertainment Commission, the Planning Department, and the Department of Public Works whom they contacted about their clients’ major or minor projects during the reporting period; and certain campaign contributions they made during the reporting period.

When and Where are Reports Due

Quarterly disclosure reports must subsequently be filed with the Ethics Commission according to the following schedule:

Due Date Period Covered
April 15 January 1 through March 31
July 15 April 1 through June 30
October 15 July 1 through September 30
January 15 October 1 through December 31

Quarterly Report Form

Quarterly Report for Permit Consultants (SFEC Form 3410B) must be filed electronically through the City and County of San Francisco’s DocuSign system by starting the form using the section below. The DocuSign filing process involves two key steps – completing the form and signing the form – which may involve two participants. The form allows a staff member or representative to initiate and complete the form electronically, and route it to the permit consultant for signature. After the form is completed and submitted in the first step, an email will be automatically sent to the permit consultant with instructions for his/her signature. The permit consultant can then electronically sign the form in DocuSign by following the instructions in the email. The permit consultant may also complete and sign the form without the assistance of a staff member or representative by entering his/her information in the fields below as the person completing and signing the form.

File SFEC Form 3410B – Quarterly Report for Permit Consultants

Name and Email Address of Person Completing SFEC 3410B

Enter the name and email address of the person (permit consultant or staff member or representative) initiating the form.

Name of Person Completing the Form

Email address

Name and Email Address of Permit Consultant Signing the Form

Enter the name and email address of the permit consultant required to sign the completed form.

Name of Permit Consultant

Email address

After the form is submitted electronically in DocuSign by the person completing the form, an email will be automatically sent to the permit consultant with instructions for his/her signature. The permit consultant can electronically sign the form in DocuSign by following the instructions in the email. Please note that the form will not be considered submitted with the Ethics Commission if it is not signed by the permit consultant.

Supplemental Sheet Templates

If there is not sufficient space in the DocuSign Quarterly Form (SFEC 3410B) to report the complete list of clients, contacts with city officers and employees, and contributions, use the templates below to attach additional information to the filing. On SFEC 3410B, check the box to add additional sheets and upload the supplemental list(s). You may use the template in Excel or PDF format to report the additional information.

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