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Campaign Consultant Quarterly Reports, 2004

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Campaign Consultant Filing, First Quarter 2004
CAMPAIGN CONSULTANT FILING

FIRST QUARTER 2004

I. Introduction

In November 1997, San Francisco voters approved the Regulation of Campaign Consultants Ordinance (“Ordinance”), San Francisco Campaign and Governmental Conduct Code Sections 1.500-1.540.  The Ordinance requires persons who earn $1,000 or more per year for campaign consultant services to register with the Ethics Commission and file quarterly activity reports. 

The first quarter activity reports were due on March 15, 2004 and covered the filing period beginning December 1, 2003 and ending February 29, 2004.  Thirty-six campaign consultants filed with the Ethics Commission in the first quarterof 2004.

II. Comparative Data

The level of campaign consultant activity has fluctuated since the first filing in June 1998 (the second quarter of 1998).  The chart on the next page compares data compiled pertaining to campaign consultant activity since implementation of the Ordinance.  As indicated, the level of campaign consultant activity generally increases or decreases depending on 1) whether an election is held and 2) the number and type of local items on the ballot. 

There was considerable activity in the fourth quarter 2003 due to the greatly contested mayoral and district attorney races.  In contrast, campaign consultant activity was considerably less during the first quarter 2004 because the period of coverage included mainly wind-down activities from the December 2003 run-off election and activities from the March 2, 2004 election.

 

Quarter

Number of Consultants

Total Payments Promised

Total Payments Received

Total Contributions Made

Second Quarter 1998

24

$1,560,742

$1,432,631

$4,100

Third Quarter 1998

25

$341,745

$379,859

$3,405

Fourth Quarter 1998

30

$638,498

$784,507

$1,975

First Quarter 1999

22

$71,969

$142,355

$550

Second Quarter 1999

28

$201,983

$485,071

$1,500

Third Quarter 1999

34

$395,440

$1,168,597

$4,150

Fourth Quarter 1999

38

$1,343,362

$2,489,276

$3,800

First Quarter 2000

17

$904,891

$1,293,901

$2,750

Second Quarter 2000

17

$169,599

$186,663

$1,275

Third Quarter 2000

20

$293,110

$467,379

$18,900

Fourth Quarter 2000

25

$2,437,695

$2,332,401

$26,348

First Quarter 2001

17

$216,952

$236,785

$800

Second Quarter 2001

15

$6,500

$6,500

$100

Third Quarter 2001

18

$137,751

$58,560

$5,550

Fourth Quarter 2001

23

$640,589

$690,272

$12,825

First Quarter 2002

22

$242,752

$259,357

$1,100

Second Quarter 2002

23

$121,413

$311,663

$2,100

Third Quarter 2002

40

$320, 373

$345,325

$2,200

Fourth Quarter 2002

50

$3,002,128

$3,243,997

$8,003

First Quarter 2003

42

$368,102

$331,328

$3,850

Second Quarter 2003

51

$486,555

$530,434

$3,250

Third Quarter 2003

64

$618,346

$749,332

$2,805

Fourth Quarter 2003

64

$1,112,506

$1,367,183

$10,125

First Quarter 2004

36

$352,837

$243,578

$1,600

All campaign consultants are sent pre-deadline notices.  Non-filers are subject to late fines.  Four registered campaign consultants, Sueanne McNeil, Terry Price, Laura Talmus Associates, Inc., and Terris, Barnes and Walters, failed to file a first quarter 2004 report as of the date of issuance of this report.

See footnote 1.

III. The Campaign Consultant Ordinance

The Ordinance defines “campaign consultant” as a person or entity that receives or is promised $1,000 or more in a calendar year for providing either of the following services:

Campaign Management,” defined as conducting, coordinating or supervising a campaign to elect, defeat, retain or recall a local candidate, or to adopt or defeat a local ballot measure, including but not limited to:

  • Hiring or authorizing the hiring of campaign staff and consultants; or
  • Spending or authorizing the expenditure of campaign funds; or
  • Directing, supervising or conducting the solicitation of campaign contributions; or
  • Selecting or recommending vendors or subvendors of goods or services for the campaign.

OR

Campaign Strategy,” defined as planning for the election, defeat, retention or recall of a local candidate, or for the adoption or defeat of a local ballot measure, including not but limited to:

  • Producing or authorizing the production of campaign literature and print and broadcast advertising; or
  • Seeking endorsements of organizations or individuals; or
  • Seeking financing; or
  • Advising on public policy positions.

Employees of campaign consultants do not themselves qualify as campaign consultants.  However, persons and entities that subcontract with a campaign consultant to provide campaign consulting services and that receive or are promised $1,000 or more in a calendar year do qualify as campaign consultants.  Similarly, employees of campaigns who engage in campaign management or campaign strategy and are promised or receive $1,000 or more in a calendar year also qualify as campaign consultants.

Campaign consultants are required to report only activity associated with local candidates or local ballot measures.  For purposes of the Ordinance, “candidate” means:  (1) a person who has taken affirmative action to seek nomination or election to local office, or (2) a local officeholder who has taken affirmative action to seek nomination or election to any elective office, or (3) a local officeholder who is the subject of a recall election.

Local officeholder” means the following elected officers:  Mayor, Members of the San Francisco Board of Supervisors, City Attorney, District Attorney, Treasurer, Sheriff, Assessor, Public Defender, Members of the Board of Education of the San Francisco Unified School District, and Members of the Governing Board of the San Francisco Community College District. 

Measure” means a local referendum, or a local ballot measure, whether or not it qualifies for the ballot.

The Commission staff has compiled the information filed by campaign consultants for the first quarter of 2004 in the attached tables.  All amounts reported by campaign consultants have been rounded off.

IV. Description of Quarterly Report Tables

Table 1:  December 9, 2003 and March 2, 2004 Ballot Items

City Elective Offices on the December 9, 2003 Ballot

Run-off election for Mayor

Run-off election for District Attorney

Ballot Measures on the March 2, 2004 Ballot

Prop A: Deferred Taxation Plan

Prop B: Retirement Benefits for Public Defenders, District Attorneys, and Investigators

Prop C: Civilian Jobs in the Police Department

Prop D: Equal Treatment of Domestic Partners

Prop E: Requests for City Records Containing Private Information

Prop F: Labor Negotiations with Deputy Sheriffs

Prop G: Supplemental Pay for City Employees on Military Duty

Prop H: Public Education Fund

Prop I: Replacement of Diesel Buses

Prop J: Incentives to Build Below-Market-Rate Housing

 

Sixteen out of the thirty-six filers reported activity pertaining to the December 9, 2003 run-off election and the March 2, 2004 election.  Table 1 reflects the elective office and ballot measures appearing on the ballots.

See footnote 1.

Table 2:  Total Reported Activity December 1, 2003 – February 29, 2004

All Reported Activity

(Listed in Descending Order by Amount of Payments Received)

CAMPAIGN CONSULTANT

TOTAL PAYMENTS PROMISED

 TOTAL PAYMENTS RECEIVED

 POLITICAL CONTRIBUTIONS

 GIFTS MADE TO OFFICEHOLDERS

Malchow, Schlackman & Hoppey, Inc.

$0

$75,841

$0

$0

Baughman, Duane

$39,250

$39,250

$0

$0

Hsieh and Associates

$25,000

$26,000

$0

$0

Jaye, Eric/Storefront Political Media

$28,115

$23,701

$0

$0

Stearns Consulting

$124,308

$17,755

$0

$0

Davis, Jack

$60,000

$15,000

$750

$0

Golinger, Jonathan

$10,000

$10,000

$0

$0

Staton & Hughes

$15,010

$7,500

$0

$0

Platinum Advisors

$10,000

$6,000

$0

$0

Hiles, Heather

$7,000

$4,140

$0

$0

Gruwell, Stephan C.

$3,500

$3,789

$250

$0

Shanley, John B.

$3,500

$3,765

$0

$0

Newstat, Joyce (Rocket Science Associates)

$7,000

$3,500

$0

$0

Smith, Novella

$2,500

$2,500

$100

$0

Prozan, Rebecca

$7,125

$2,125

$0

$0

Bowman, Christopher L.

$1,662

$1,662

$0

$0

Ramos, Michael

$3,300

$550

$0

$0

Spisz, Parrish

$500

$500

$0

$0

Barolette, Ong & Silva, LLC

$2,500

$0

$0

$0

Rivaldo, Jim

$2,000

$0

$0

$0

Barnes, Mosher, Whitehurst, Lauter & Partners

$367

$0

$500

$0

Fiscal, Paula

$200

$0

$0

$0

BC Designs

$0

$0

$0

$0

Clarke, Clemetine

$0

$0

$0

$0

Harrell, Clay

$0

$0

$0

$0

Henderson, Robert

$0

$0

$0

$0

Hsieh, Francisco

$0

$0

$0

$0

Solem & Associates

$0

$0

$0

$0

Knox, Randall

$0

$0

$0

$0

Lew Edwards Group

$0

$0

$0

$0

Maverick Media

$0

$0

$0

$0

Meskunas, Barbara

$0

$0

$0

$0

Muller, Philip

$0

$0

$0

$0

O’Hara, Marc T.

$0

$0

$0

$0

Schafer, Ellie

$0

$0

$0

$0

Winnicker, Anthony

$0

$0

$0

$0

McNeil, Sueanne

No report filed

No report filed

No report filed

No report filed

Price, Terry

No report filed

No report filed

No report filed

No report filed

Laura Talmus Associates, Inc.

No report filed

No report filed

No report filed

No report filed

Terris, Barnes and Walters

No report filed

No report filed

No report filed

No report filed

TOTALS

$352,837

$243,578

$1,600

$0

Table 2 summarizes all reported activity by campaign consultants for the first quarter of 2004.  Filers are listed in descending order of the payments received.  Also reported are the total payments promised by clients and any political contributions or gifts to officeholders made by the filers.

Table 3:  Client Payment Report

Campaign Consultant

Client(s)

Services Performed

Total Payments Promised

Total Payments Received

Barnes, Mosher, Whitehurst, Lauter & Partners

Clean City Committee

Not Listed

$0

$0

Committee to Repair Our Schools

Not Listed

$0

$0

Committee to Stop Aggressive Panhandling

Not Listed

$367

$0

Barolette, Ong & Silva, LLC

Phil Ginsburg for DCCC

General campaign consulting

$2,500

$0

Baughman, Duane

Republicans United for SF

Mailing services-including production, design & printing

$6,750

$6,750

SF Republican Party

Mailing services-including production, design & printing

$32,500

$32,500

BC Designs

No reportable activity during this period

None

$0

$0

Bowman, Christopher

Barnes, Mosher, Whitehurst, Lauter & Partners

Color-coded precinct maps, swing votes for mayoral run-off election, absentee & permanent absentee voter ballots

$1,662

$1,662

Clark, Clemetine

No reportable activity during this period

None

$0

$0

Davis, Jack

Newsom for Mayor

Campaign strategy

$60,000

$15,000

Fiscal, Paula

Pat Lackey for Supervisor District 7

Campaign management

$200

$0

Golinger, Jonathan

Scott McDonald

Organize support for Prop. I on 03/02/04 ballot

$10,000

$10,000

Gruwell, Stephan C.

Newsom for Mayor

Not Listed

$3,500

$3,789

Harrell, Clay

No reportable activity during this period

None

$0

$0

Henderson, Robert

No reportable activity during this period

None

$0

$0

Hiles, Heather

Newsom for Mayor

Campaign communications director

$7,000

$4,140

Hsieh and Associates

Yes on Prop. J-Workforce Housing Initiative

Managed day-to-day activities for the campaign

$25,000

$26,000

Hsieh, Francisco

No reportable activity during this period

None

$0

$0

Jaye, Eric (Storefront Political Media)

Workforce Housing Initiative

Campaign consulting and media production of direct mail, television and radio

$28,115

$23,701

Knox, Randall

Matt Gonzalez for Mayor

Literature review, debate preparation strategy

$0

$0

Lew Edwards Group

No reportable activity during this period

None

$0

$0

Malchow Schlackman & Hoppey, Inc.

Committee to Stop Aggressive Panhandling

Design print and mail shop, mail pieces

$0

$75,841

Maverick Media

No reportable activity during this period

None

$0

$0

McNeil, Sueanne

No report filed

No report filed

No report filed

No report filed

Meskunas, Barbara

No reportable activity during this period

None

$0

$0

Muller, Philip

No reportable activity during this period

None

$0

$0

Newstat, Joyce (Rocket Science Associates)

Newsom for Mayor

Campaign policy director

$7,000

$3,500

O’Hara, Marc T.

No reportable activity during this period

None

$0

$0

Platinum Advisors

Deputy Sheriff’s Association

General campaign management, including producing literature

$10,000

$6,000

Prozan, Rebecca

Kamala Harris

Management of day-to-day operations including staff, office, schedule, field

$7,125

$2,125

Price, Terry

No report filed

No report filed

No report filed

No report filed

Ramos, Michael

Terrence Hallinan

Event planner/fundraiser

$3,300

$550

Rivaldo, Jim

Kamala Harris

Strategy

$2,000

$0

Schafer, Ellie

No reportable activity during this period

None

$0

$0

Shanley, John B.

Newsom for Mayor

Press relations/media

$3,500

$3,765

Smith, Novella

Yes on Prop. N

Campaign management, managed voter outreach, mail, press

$2,500

$2,500

Solem & Associates

No reportable activity during this period

None

$0

$0

Spisz, Parrish

Re-Elect Hallinan DA

Coordinated volunteers, organized precinct walkers, media relations

$500

$500

Staton & Hughes

Yes on Prop H Committee-Public Education Fund

General strategy and media strategy

$15,010

$7,500

Stearns Consulting

Kamala Harris for District Attorney

Political consulting

$124,308

$1,691

California Democratic Party

Not Listed

$0

$16,064

Laura Talmus Associates, Inc.

No report filed

No report filed

No report filed

No report filed

Terris, Barnes and Walters

No report filed

No report filed

No report filed

No report filed

Winnicker, Anthony

No reportable activity during this period

None

$0

$0

TOTAL PAYMENTS PROMISED TO AND RECEIVED BY CAMPAIGN CONSULTANTS

$352,837

$243,578

Filers are required to report “economic consideration” promised by or received from clients in exchange for campaign consulting services during the applicable reporting period.  Economic consideration includes payments, fees, commissions, and reimbursements for expenses, gifts or anything else of value.  Table 3 lists the name of the filer in alphabetical order, the filer’s clients, the services performed for that client, the payment promised by the client in the reporting period, and the payment actually received.  The table also indicates the total payments promised or received by all filers.  The payments promised by all clients to filers during the first quarter totaled$352,837.  The payments received by all filers from clients during the first quarter totaled $243,578.

Table 4:  Political Contributions

Campaign Consultant

Candidates/Committees

Contribution

Davis, Jack

Terence Hallinan

$750

Barnes, Mosher, Whitehurst, Lauter & Partners

Committee to Re-Elect Geraldo Sandoval

$500

Gruwell, Steven C.

Newsom for Mayor

$250

Smith, Novella

Tom Ammiano for Mayor

$100

TOTAL CONTRIBUTIONS

$1,600

Filers must report each political contribution of $100 or more to a candidate for local office, a committee controlled by a local officeholder or a candidate for local office, or a ballot measure committee whether or not the committee is controlled by a local officeholder or a candidate for local office.  Filers must report contributions of $100 or more made or delivered by the filer, or made by the filer’s client at the filer’s behest, or for which the filer acted as an agent or intermediary during the reporting period.  This chart indicates the political contributions made by campaign consultants during the reporting period.  The total reported amount of political contributions made by filers during the first quarter was $1,600.

Vendor/Subvendor Payment Report

Each filer must report economic consideration promised to or received by the filer during the reporting period from vendors and subvendors who provide campaign-related goods or services to the filer’s current clients.  No filer reported any payments promised by or received from vendors or subvendors during the first quarter.

Gifts to Local Officeholders

Each filer must report any gifts promised or made by the filer to a local officeholder during the reporting period which in the aggregate total $50 or more.  No filer reported any gifts promised or made to a local officeholder during this reporting period.

Employment of Local Officeholders and City Employees

If the filer employs a local officeholder or City employee during the reporting period, the filer must report the name of the officeholder or City employee and describe the nature of the employment by the filer.  In addition, if a client of the filer employs a local officeholder or City employee at the behest of the filer during the reporting period, the filer must report the name of the client, the name of each officeholder or City employee hired by the client, and the nature of the employment by the client.  No filer reported activity in this category.

City Contracts Obtained During the Reporting Period

If the filer obtains a City contract during the reporting period and the contract is approved by a local officeholder who is the filer’s client, the filer must report the contract, the date the contract was obtained, and the name of the officeholder who approved the contract.  No filer reported obtaining a City contract during the reporting period.

Appointment to Public Office

If the filer is appointed to public office during the reporting period and the appointment is made by a local officeholder who is the filer’s client, the filer must report the public office to which the filer was appointed, the date of the appointment, and the name of the officeholder who appointed the filer.  No filer reported appointment to public office during the reporting period.


Campaign Consultant Filing, Second Quarter 2004

CAMPAIGN CONSULTANT FILING SECOND QUARTER 2004

I. Introduction

In November 1997, San Francisco voters approved the Regulation of Campaign Consultants Ordinance (“Ordinance”), San Francisco Campaign and Governmental Conduct Code Sections 1.500-1.540.  The Ordinance requires persons who earn $1,000 or more per year for campaign consultant services to register with the Ethics Commission and file quarterly activity reports. 

The second quarter activity reports were due on June 15, 2004 and covered the filing period beginning March 1, 2004 and ending May 31, 2004.  Twenty-nine out of thirty-one registered campaign consultants filed with the Ethics Commission in the second quarter of 2004.

II. Comparative Data

The level of campaign consultant activity has fluctuated since the first filing in June 1998 (the second quarter of 1998).  The chart on the next page compares data compiled pertaining to campaign consultant activity since implementation of the Ordinance.  As indicated, the level of campaign consultant activity generally increases or decreases depending on 1) whether an election is held and 2) the number and type of local items on the ballot. 

Reported earnings for the second quarter 2004 do not match those reported in the first quarter 2004, when campaign consultant activity was lower than in the fourth quarter 2003 where there was high activity due to the November 4, 2003 election and the December 9, 2003 Mayoral and District Attorney run-off election.

 

Quarter

Number of Consultants

Total Payments Promised

Total Payments Received

Total Contributions Made

Second Quarter 1998

24

$1,560,742

$1,432,631

$4,100

Third Quarter 1998

25

$341,745

$379,859

$3,405

Fourth Quarter 1998

30

$638,498

$784,507

$1,975

First Quarter 1999

22

$71,969

$142,355

$550

Second Quarter 1999

28

$201,983

$485,071

$1,500

Third Quarter 1999

34

$395,440

$1,168,597

$4,150

Fourth Quarter 1999

38

$1,343,362

$2,489,276

$3,800

First Quarter 2000

17

$904,891

$1,293,901

$2,750

Second Quarter 2000

17

$169,599

$186,663

$1,275

Third Quarter 2000

20

$293,110

$467,379

$18,900

Fourth Quarter 2000

25

$2,437,695

$2,332,401

$26,348

First Quarter 2001

17

$216,952

$236,785

$800

Second Quarter 2001

15

$6,500

$6,500

$100

Third Quarter 2001

18

$137,751

$58,560

$5,550

Fourth Quarter 2001

23

$640,589

$690,272

$12,825

First Quarter 2002

22

$242,752

$259,357

$1,100

Second Quarter 2002

23

$121,413

$311,663

$2,100

Third Quarter 2002

40

$320, 373

$345,325

$2,200

Fourth Quarter 2002

50

$3,002,128

$3,243,997

$8,003

First Quarter 2003

42

$368,102

$331,328

$3,850

Second Quarter 2003

51

$486,555

$530,434

$3,250

Third Quarter 2003

64

$618,346

$749,332

$2,805

Fourth Quarter 2003

64

$1,112,506

$1,367,183

$10,125

First Quarter 2004

36

$352,837

$243,578

$1,600

Second Quarter 2004

29

$180,947

$136,950

$1,650

All campaign consultants are sent pre-deadline notices.  Non-filers are subject to late fines.  Two registered campaign consultants, David Looman and Sueanne McNeil, failed to file a second quarter 2004 report as of the date of issuance of this report.

See Footnote 1.

III. The Campaign Consultant Ordinance

The Ordinance defines “campaign consultant” as a person or entity that receives or is promised $1,000 or more in a calendar year for providing either of the following services:

Campaign Management,” defined as conducting, coordinating or supervising a campaign to elect, defeat, retain or recall a local candidate, or to adopt or defeat a local ballot measure, including but not limited to:

  • Hiring or authorizing the hiring of campaign staff and consultants; or
  • Spending or authorizing the expenditure of campaign funds; or
  • Directing, supervising or conducting the solicitation of campaign contributions; or
  • Selecting or recommending vendors or subvendors of goods or services for the campaign.

OR

Campaign Strategy,” defined as planning for the election, defeat, retention or recall of a local candidate, or for the adoption or defeat of a local ballot measure, including not but limited to:

  • Producing or authorizing the production of campaign literature and print and broadcast advertising; or
  • Seeking endorsements of organizations or individuals; or
  • Seeking financing; or
  • Advising on public policy positions.

Employees of campaign consultants do not themselves qualify as campaign consultants.  However, persons and entities that subcontract with a campaign consultant to provide campaign consulting services and that receive or are promised $1,000 or more in a calendar year do qualify as campaign consultants.  Similarly, employees of campaigns who engage in campaign management or campaign strategy and are promised or receive $1,000 or more in a calendar year also qualify as campaign consultants.

Campaign consultants are required to report only activity associated with local candidates or local ballot measures.  For purposes of the Ordinance, “candidate” means:  (1) a person who has taken affirmative action to seek nomination or election to local office, or (2) a local officeholder who has taken affirmative action to seek nomination or election to any elective office, or (3) a local officeholder who is the subject of a recall election.

Local officeholder” means the following elected officers:  Mayor, Members of the San Francisco Board of Supervisors, City Attorney, District Attorney, Treasurer, Sheriff, Assessor, Public Defender, Members of the Board of Education of the San Francisco Unified School District, and Members of the Governing Board of the San Francisco Community College District. 

Measure” means a local referendum, or a local ballot measure, whether or not it qualifies for the ballot.

The Commission staff has compiled the information filed by campaign consultants for the second quarter of 2004 in the attached tables.  All amounts reported by campaign consultants have been rounded off.

IV. Description of Quarterly Report Tables

Table 1:  November 4, 2003, December 9, 2003 and March 2, 2004 Ballot Items

City Elective Offices and Ballot Measures on the November 4, 2003 Ballot

Mayor

District Attorney

Sheriff

Prop A: School Maintenance and Improvement – SFUSD

Prop B: Retirement Benefits for Safety Employees

Prop C: City Services Auditor

Prop D: Small Business Commission

Prop E: Ethics Reform

Prop F: Early Retirement Benefits

Prop G: Economic Stabilization Fund

Prop H: Police Commission/Office of Citizen Complaints

Prop I: Child Care for Low Income Families

Prop J: Facilities for the Homeless

Prop K: Sales Tax for Transportation

Prop L: Minimum Wage

Prop M: Aggressive Solicitation Ban

Prop N: Taxi Driver Disability

City Elective Offices on the December 9, 2003 Ballot

Run-off election for Mayor

Run-off election for District Attorney

Ballot Measures on the March 2, 2004 Ballot

Prop A: Deferred Taxation Plan

Prop B: Retirement Benefits for Public Defenders, District Attorneys, and Investigators

Prop C: Civilian Jobs in the Police Department

Prop D: Equal Treatment of Domestic Partners

Prop E: Requests for City Records Containing Private Information

Prop F: Labor Negotiations with Deputy Sheriffs

Prop G: Supplemental Pay for City Employees on Military Duty

Prop H: Public Education Fund

Prop I: Replacement of Diesel Buses

Prop J: Incentives to Build Below-Market-Rate Housing

 

Table 1 sets forth the candidates for City elective office and ballot measures that appeared on the ballot for the November 4, 2004, December 9, 2003 and March 2, 2004 elections.

Table 2:  Total Reported Activity March 1, 2004 – May 31, 2004

All Reported Activity

(Listed in Descending Order by Amount of Payments Received)

CAMPAIGN CONSULTANT

TOTAL PAYMENTS PROMISED

 TOTAL PAYMENTS RECEIVED

 POLITICAL CONTRIBUTIONS

 GIFTS MADE TO OFFICEHOLDERS

McNeil, Sueanne

No report filed

No report filed

No report filed

No report filed

Looman, David

No report filed

No report filed

No report filed

No report filed

Stearns Consulting

$67,809

$53,755

$0

$0

Ross, James

$41,068

$39,488

$0

$0

Maverick Media

$19,500

$13,000

$0

$0

Hsieh and Associates

$10,000

$10,000

$0

$0

Laura Talmus Associates, Inc.

$0

$8,127

$150

$0

Jaye, Eric (Storefront Political Media)

$4,609

$4,609

$0

$0

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

$2,776

$2,776

$0

$0

Hope Road Consulting, LLC

$2,500

$2,500

$0

$0

Fiscal, Paula

$1,500

$1,500

$250

$0

Digby, John

$975

$975

$0

$0

Bowman, Chris

$220

$220

$0

$0

Barnes, Mosher, Whitehurst

$0

$0

$1,250

$0

Baughman, Duane

$0

$0

$0

$0

Clark, Clemetine

$0

$0

$0

$0

Davis, Jack

$0

$0

$0

$0

Golinger, Jonathan

$0

$0

$0

$0

Harrell, Clay

$0

$0

$0

$0

Henderson, Robert

$0

$0

$0

$0

Hsieh, Francisco

$0

$0

$0

$0

Edwards, Lloyd (The Lew Edwards Group)

$0

$0

$0

$0

Malchow Schlackman & Hoppey, Inc.

$0

$0

$0

$0

O’Hara, Marc T.

$4,990

$0

$0

$0

Price, Terry

$1,500

$0

$0

$0

Rivaldo, Jim

$1,500

$0

$0

$0

Schafer, Ellie

$0

$0

$0

$0

Smith, Novella

$22,000

$0

$0

$0

Solem & Associates

$0

$0

$0

$0

Staton & Hughes

$0

$0

$0

$0

Terris, Barnes and Walters

$0

$0

$0

$0

$180,947

$136,950

$1,650

$0

Table 2 summarizes all reported activity by campaign consultants for the second quarter of 2004.  Filers are listed in descending order of the payments received.  Also reported are the total payments promised by clients and any political contributions or gifts to officeholders made by the filers.

Table 3:  Client Payment Report

Campaign Consultant

Client(s)

Services Performed

Total Payments Promised

Total Payments Received

Barnes, Mosher, Whitehurst

No reportable activity during this period

None

$0

$0

Baughman, Duane

No reportable activity during this period

None

$0

$0

Bowman, Christopher

San Francisco Police Officers Association

Precinct map on Prop. H in 11/2003

$220

$220

Clark, Clemetine

No reportable activity during this period

None

$0

$0

Davis, Jack

No reportable activity during this period

None

$0

$0

Digby, John

Jim Siegel

Consultation, speech writing, press releases, fundraising, policy formation, campaign strategy

$975

$975

Golinger, Jonathan

Scott McDonald

Organize support for Prop. I on 03/02/04 ballot

$0

$0

Harrell, Clay

No reportable activity during this period

None

$0

$0

Henderson, Robert

No reportable activity during this period

None

$0

$0

Hope Road Consulting, LLC

Phil Ginsburg (Democratic Party County Central Committee)

General campaign consulting

$2,500

$2,500

Hsieh, Francisco

No reportable activity during this period

None

$0

$0

Hsieh and Associates

Fiona Ma Exploratory Committee

Development of strategy for exploratory committee

$10,000

$10,000

Jaye, Eric (Storefront Political Media)

Heather Hiles

General consulting services and media creation

$4,609

$4,609

 

Lillian Sing

General consulting services and campaign media

$0

$0

 

Michela Alioto-Pier

General consulting services and campaign media

$0

$0

Edwards, Lloyd (The Lew Edwards Group)

No reportable activity during this period

None

$0

$0

Looman, David

No report filed

No report filed

No report filed

No report filed

Malchow Schlackman & Hoppey, Inc.

No reportable activity during this period

None

$0

$0

Maverick Media

Friends of Tony Hall

Campaign management, media relations

$19,500

$13,000

McNeil, Sueanne

No report filed

No report filed

No report filed

No report filed

O’Hara, Marc T.

Protect our Benefits

Production of survey and analysis of results

$4,990

$0

Fiscal, Paula

Pat Lackey

Campaign strategy, demographic study, media advisement

$1,500

$1,500

Price, Terry

Protect our Benefits

Fundraising and membership survey, data analysis

$1,500

$0

Rivaldo, Jim

Kamala Harris

Strategy

$1,500

$0

Ross, James

Myrna Lim for Supervisor

Campaign strategy, message development, production of materials

$11,338

$9,758

 

Tony Hall for Supervisor

Campaign strategy, materials production, message, and direction of campaign staff

$24,229

$24,229

 

Heller for Supervisor

Campaign strategy, message development, production of materials

$5,501

$5,501

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

Friends of Tony Hall

Fundraising for re-election campaign

$2,776

$2,776

Schafer, Ellie

No reportable activity during this period

None

$0

$0

Smith, Novella

Lisa Feldstein

Campaign strategy

$22,000

$0

Solem & Associates

No reportable activity during this period

None

$0

$0

Staton & Hughes

No reportable activity during this period

None

$0

$0

Stearns Consulting

Kamala Harris for District Attorney

Political consulting

$67,809

$51,244

Affordable Housing Alliance PAC

Political consulting

$0

$1,398

Re-Elect Aaron Peskin

Political consulting

$0

$179

Coaltion for Clean and Reliable MUNI

Consulting for Prop. I

$0

$934

Laura Talmus Associates, Inc.

Kamala Harris for District Attorney

Fundraising

$0

$8,127

Terris, Barnes and Walters

No reportable activity during this period

None

$0

$0

TOTAL PAYMENTS PROMISED TO AND RECEIVED BY CAMPAIGN CONSULTANTS

$180,947

$136,950

Filers are required to report “economic consideration” promised by or received from clients in exchange for campaign consulting services during the applicable reporting period.  Economic consideration includes payments, fees, commissions, and reimbursements for expenses, gifts or anything else of value.  Table 3 lists the name of the filer in alphabetical order, the filer’s clients, the services performed for that client, the payment promised by the client in the reporting period, and the payment actually received.  The table also indicates the total payments promised or received by all filers.  The payments promised by all clients to filers during the second quarter totaled$180,947.  The payments received by all filers from clients during the second quarter totaled $136,950.

Table 4:  Political Contributions

Campaign Consultant

Candidates/Committees

Contribution

Barnes, Mosher, Whitehurst

Susan Leal for Mayor

$500

 

Fiona Ma Exploratory Committee

$500

 

Herrera for City Attorney

$250

Paula Fiscal

Fiona Ma Exploratory Committee

$250

Laura Talamus

Aaron Peskin for Supervisor

$150

TOTAL CONTRIBUTIONS

$1,650

Filers must report each political contribution of $100 or more to a candidate for local office, a committee controlled by a local officeholder or a candidate for local office, or a ballot measure committee whether or not the committee is controlled by a local officeholder or a candidate for local office.  Filers must report contributions of $100 or more made or delivered by the filer, or made by the filer’s client at the filer’s behest, or for which the filer acted as an agent or intermediary during the reporting period.  This chart indicates the political contributions made by campaign consultants during the reporting period.  The total reported amount of political contributions made by filers during the third quarter was $1,650.

Table 5:  Vendor/Subvendor Payment Report

Campaign Consultant

Vendors

 Payments Promised

 Payments Received

 

Paula Fiscal

Craft Press

$0

$280

Total Payments Promised/Received From Vendors or Subvendors

$0

$280

Each filer must report economic consideration promised to or received by the filer during the reporting period from vendors and subvendors who provide campaign-related goods or services to the filer’s current clients.  The payments received by all filers from vendors/subvendors during the second quarter totaled $280.

Gifts to Local Officeholders

Each filer must report any gifts promised or made by the filer to a local officeholder during the reporting period which in the aggregate total $50 or more.  No filer reported any gifts promised or made to a local officeholder during this reporting period.

Employment of Local Officeholders and City Employees

If the filer employs a local officeholder or City employee during the reporting period, the filer must report the name of the officeholder or City employee and describe the nature of the employment by the filer.  In addition, if a client of the filer employs a local officeholder or City employee at the behest of the filer during the reporting period, the filer must report the name of the client, the name of each officeholder or City employee hired by the client, and the nature of the employment by the client.  No filer reported activity in this category.

City Contracts Obtained During the Reporting Period

If the filer obtains a City contract during the reporting period and the contract is approved by a local officeholder who is the filer’s client, the filer must report the contract, the date the contract was obtained, and the name of the officeholder who approved the contract.  No filer reported obtaining a City contract during the reporting period.

Appointment to Public Office

If the filer is appointed to public office during the reporting period and the appointment is made by a local officeholder who is the filer’s client, the filer must report the public office to which the filer was appointed, the date of the appointment, and the name of the officeholder who appointed the filer.  No filer reported appointment to public office during the reporting period.

 


Campaign Consultant Filing, Third Quarter 2004

CAMPAIGN CONSULTANT FILING THIRD QUARTER 2004

I. Introduction

In November 1997, San Francisco voters approved the Regulation of Campaign Consultants Ordinance (“Ordinance”), San Francisco Campaign and Governmental Conduct Code Sections 1.500-1.540.  The Ordinance requires persons who earn $1,000 or more per year for campaign consultant services to register with the Ethics Commission and file quarterly activity reports. 

The third quarter activity reports were due on September 15, 2004 and covered the filing period beginning June 1, 2004 and ending August 31, 2004.  Forty-four out of forty-five registered campaign consultants filed with the Ethics Commission in the third quarter of 2004.

II. Comparative Data

The level of campaign consultant activity has fluctuated since the first filing in June 1998 (the second quarter of 1998).  The chart on the next page compares data compiled pertaining to campaign consultant activity since implementation of the Ordinance.  As indicated, the level of campaign consultant activity generally increases or decreases depending on 1) whether an election is held and 2) the number and type of local items on the ballot. 

Quarter

Number of Consultants

Total Payments Promised

Total Payments Received

Total Contributions Made

Second Quarter 1998

24

$1,560,742

$1,432,631

$4,100

Third Quarter 1998

25

$341,745

$379,859

$3,405

Fourth Quarter 1998

30

$638,498

$784,507

$1,975

First Quarter 1999

22

$71,969

$142,355

$550

Second Quarter 1999

28

$201,983

$485,071

$1,500

Third Quarter 1999

34

$395,440

$1,168,597

$4,150

Fourth Quarter 1999

38

$1,343,362

$2,489,276

$3,800

First Quarter 2000

17

$904,891

$1,293,901

$2,750

Second Quarter 2000

17

$169,599

$186,663

$1,275

Third Quarter 2000

20

$293,110

$467,379

$18,900

Fourth Quarter 2000

25

$2,437,695

$2,332,401

$26,348

First Quarter 2001

17

$216,952

$236,785

$800

Second Quarter 2001

15

$6,500

$6,500

$100

Third Quarter 2001

18

$137,751

$58,560

$5,550

Fourth Quarter 2001

23

$640,589

$690,272

$12,825

First Quarter 2002

22

$242,752

$259,357

$1,100

Second Quarter 2002

23

$121,413

$311,663

$2,100

Third Quarter 2002

40

$320, 373

$345,325

$2,200

Fourth Quarter 2002

50

$3,002,128

$3,243,997

$8,003

First Quarter 2003

42

$368,102

$331,328

$3,850

Second Quarter 2003

51

$486,555

$530,434

$3,250

Third Quarter 2003

64

$618,346

$749,332

$2,805

Fourth Quarter 2003

64

$1,112,506

$1,367,183

$10,125

First Quarter 2004

36

$352,837

$243,578

$1,600

Second Quarter 2004

29

$180,947

$136,950

$1,650

Third Quarter 2004

45

$461,739

$405,991

$11,050

All campaign consultants are sent pre-deadline notices.  Non-filers are subject to late fines.  One registered campaign consultants, Sueanne McNeil, failed to file a third quarter 2004 report as of the date of issuance of this report.

See Footnote 1.

III. The Campaign Consultant Ordinance

The Ordinance defines “campaign consultant” as a person or entity that receives or is promised $1,000 or more in a calendar year for providing either of the following services:

Campaign Management,” defined as conducting, coordinating or supervising a campaign to elect, defeat, retain or recall a local candidate, or to adopt or defeat a local ballot measure, including but not limited to:

  • Hiring or authorizing the hiring of campaign staff and consultants; or
  • Spending or authorizing the expenditure of campaign funds; or
  • Directing, supervising or conducting the solicitation of campaign contributions; or
  • Selecting or recommending vendors or subvendors of goods or services for the campaign.

OR

Campaign Strategy,” defined as planning for the election, defeat, retention or recall of a local candidate, or for the adoption or defeat of a local ballot measure, including not but limited to:

  • Producing or authorizing the production of campaign literature and print and broadcast advertising; or
  • Seeking endorsements of organizations or individuals; or
  • Seeking financing; or
  • Advising on public policy positions.

Employees of campaign consultants do not themselves qualify as campaign consultants.  However, persons and entities that subcontract with a campaign consultant to provide campaign consulting services and that receive or are promised $1,000 or more in a calendar year do qualify as campaign consultants.  Similarly, employees of campaigns who engage in campaign management or campaign strategy and are promised or receive $1,000 or more in a calendar year also qualify as campaign consultants.

Campaign consultants are required to report only activity associated with local candidates or local ballot measures.  For purposes of the Ordinance, “candidate” means:  (1) a person who has taken affirmative action to seek nomination or election to local office, or (2) a local officeholder who has taken affirmative action to seek nomination or election to any elective office, or (3) a local officeholder who is the subject of a recall election.

Local officeholder” means the following elected officers:  Mayor, Members of the San Francisco Board of Supervisors, City Attorney, District Attorney, Treasurer, Sheriff, Assessor, Public Defender, Members of the Board of Education of the San Francisco Unified School District, and Members of the Governing Board of the San Francisco Community College District. 

Measure” means a local referendum, or a local ballot measure, whether or not it qualifies for the ballot.

The Commission staff has compiled the information filed by campaign consultants for the third quarter of 2004 in the attached tables.  All amounts reported by campaign consultants have been rounded off.

City Elective Offices and Ballot Measures on the November 4, 2003 Ballot

Mayor

District Attorney

Sheriff

Prop A: School Maintenance and Improvement – SFUSD

Prop B: Retirement Benefits for Safety Employees

Prop C: City Services Auditor

Prop D: Small Business Commission

Prop E: Ethics Reform

Prop F: Early Retirement Benefits

Prop G: Economic Stabilization Fund

Prop H: Police Commission/Office of Citizen Complaints

Prop I: Child Care for Low Income Families

Prop J: Facilities for the Homeless

Prop K: Sales Tax for Transportation

Prop L: Minimum Wage

Prop M: Aggressive Solicitation Ban

Prop N: Taxi Driver Disability

City Elective Offices on the December 9, 2003 Ballot

Run-off election for Mayor

Run-off election for District Attorney

Ballot Measures on the March 2, 2004 Ballot

Prop A: Deferred Taxation Plan

Prop B: Retirement Benefits for Public Defenders, District Attorneys, and Investigators

Prop C: Civilian Jobs in the Police Department

Prop D: Equal Treatment of Domestic Partners

Prop E: Requests for City Records Containing Private Information

Prop F: Labor Negotiations with Deputy Sheriffs

Prop G: Supplemental Pay for City Employees on Military Duty

Prop H: Public Education Fund

Prop I: Replacement of Diesel Buses

Prop J: Incentives to Build Below-Market-Rate Housing

 

Table 1 summarizes all reported activity by campaign consultants for the third quarter of 2004.  Filers are listed in descending order of the payments received.  Also reported are the total payments promised by clients and any political contributions or gifts to officeholders made by the filers.

IV. Description of Quarterly Report Tables

Table 1:  Total Reported Activity June 1, 2004 – August 31, 2004

All Reported Activity

(Listed in Descending Order by Amount of Payments Received)

CAMPAIGN CONSULTANT

TOTAL PAYMENTS PROMISED

 TOTAL PAYMENTS RECEIVED

 POLITICAL CONTRIBUTIONS

 GIFTS MADE TO OFFICEHOLDERS

Adams, Scott – Political Movers & Shakers

$4,000

$4,000

$305

$0

Barnes, Mosher, Whitehurst

$0

$0

$10,200

$0

Baughman, Duane

$0

$0

$0

$0

Beijen, Laura

$9,024

$9,024

$0

$0

Bowman, Christopher

$0

$0

$0

$0

Butler, Carol

$5,930

$2,304

$0

$0

Chien, Winifred

$1,300

$1,300

$0

$0

Clark, Clemetine

$7,100

$7,100

$0

$0

Comstock, Doug

$6,500

$6,500

$0

$0

Davis, Jack

$50,000

$50,000

$0

$0

Digby, John

$1,650

$1,650

$0

$0

Ehrlich, Raymond

No report filed

?

?

?

Gallagher, Tom

$10,750

$10,750

$0

$0

Golinger, Jonathan

$1,000

$0

$0

$0

Hariri, Baha

$4,752

$4,752

$0

$0

Harrell, Clay

$0

$0

$0

$0

Henderson, Robert

$0

$0

$0

$0

Hope Road Consulting, LLC

$29,622

$16,044

$0

$0

Hsieh, Francisco

Amt not given

Amt Not given

$100

$0

Hsieh and Associates

$17,000

$12,000

$200

$0

Hukari, Harvey

$7,500

$7,500

$0

$0

Jaye, Eric (Storefront Political Media)

$60,296

$51,144

$0

$0

Klipp, Luke

$2,100

$2,100

$0

$0

Edwards, Lloyd (The Lew Edwards Group)

$0

$0

$0

$0

Litz, Crystal

$0

$0

$0

$0

LRP Services

$2,000

$2,000

$0

$0

Lyons, Nichelle

$12,704

$23,394

$0

$0

Malchow Schlackman & Hoppey, Inc.

$0

$0

$0

$0

Maverick Media

$15,000

$15,000

$0

$0

McNeil, Sueanne

No report filed

?

?

?

Meskunas, Barbara

$6,000

$6,000

$200

$0

O’Hara, Marc T.

$0

$0

$0

$0

Price, Terry

$0

$0

$0

$0

Rivaldo, Jim

$4,500

$4,500

$0

$0

Ross, James (Jim Ross Political Consulting)

$72,988

$71,211

$0

$0

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

$11,296

$11,296

$0

$0

Schafer, Ellie

$0

$0

$0

$0

Shortt, Sara

$12,000

$4,500

$0

$0

Smith, Novella

$11,900

$5,500

$0

$0

Solem & Associates

$0

$0

$0

$0

Sonn, Marlena

$5,250

$5,250

$0

$0

Staton & Hughes

$5,000

$5,000

$0

$0

Stearns Consulting

$64,850

$50,780

$0

$0

Laura Talmus Associates, Inc.

$0

$0

$0

$0

Terris, Barnes and Walters

$16,138

$11,795

$250

$0

Zutler, Samantha

$3,597

$3,597

$100

$0

 

$461,748

$405,991

$11,355

$0

Filers are required to report “economic consideration” promised by or received from clients in exchange for campaign consulting services during the applicable reporting period.  Economic consideration includes payments, fees, commissions, and reimbursements for expenses, gifts or anything else of value.  Table 2 lists the name of the filer in alphabetical order, the filer’s clients, the services performed for that client, the payment promised by the client in the reporting period, and the payment actually received.  The table also indicates the total payments promised or received by all filers.  The payments promised by all clients to filers during the third quarter totaled$461,739.  The payments received by all filers from clients during the third quarter totaled $405,991.

Table 2:  Client Payment Report

Campaign Consultant

Client(s)

Services Performed

Total Payments Promised

Total Payments Received

Adams, Scott – Political Movers & Shakers

Dan Kalb

General consulting services and campaign media

$4,000

$4,000

Barnes, Mosher, Whitehurst

No reportable activity during this period

None

$0

$0

Baughman, Duane

No reportable activity during this period

None

$0

$0

Beijin, Laura

Sheela Kini

Communications Director

$9,024

$9,024

Bowman, Christopher

No reportable activity during this period

None

$0

$0

Butler, Carol

Lisa Feldstein

General consulting services and campaign media

$5,930

$2,304

Chien, Winifred

Ross Mirkarimi

Campaign and event coordination

$1,300

$1,300

Clark, Clemetine

Fiona Ma

General campaign consulting

$3,600

$3,600

 

Dan Kalb

General campaign consulting

$2,500

$2,500

 

Miguel Bustos

General campaign consulting

$1,000

$1,000

Comstock, Doug

Anita Grier

General campaign consultation

$3,000

$3,000

 

Eddie Chin

General campaign consultation

$2,500

$2,500

 

Terrence Hallinan

General campaign consultation

$1,000

$1,000

Davis, Jack

San Franciscans for Quality Housing

Campaign strategy

$50,000

$50,000

 

Gavin Newsom

Campaign strategy

?

$0

Digby, John

Jim Siegel

Campaign strategy and management

$1,650

$1,650

Ehrlich, Raymond

No report filed

No report filed

 

 

Gallagher, John

Tom Ammiano

General campaign consulting

$10,750

$10,750

Golinger, Jonathan

Homes For The City – Cmtte for Prop A

Political & media organization

$1,000

$0

Hariri, Baha

Michela Alioto-Pier

General campaign consulting

$4,752

$4,752

Harrell, Clay

No reportable activity during this period

None

$0

$0

Henderson, Robert

No reportable activity during this period

None

$0

$0

Hope Road Consulting, LLC

Norman Yee

General campaign consulting services

$11,869

$7,722

 

Natalie Berg

General campaign consulting services

$4,869

$2,322

 

Fiona Ma Exploratory Committee

General campaign consulting services

$7,875

$6,000

 

Miquel Bustos

General campaign consulting services

$5,000

$0

Hsieh, Francisco

Fiona Ma

General campaign consulting services?

?

?

 

Issac Wang

General campaign consulting services?

?

?

Hsieh and Associates

Fiona Ma Exploratory Committee

Strategy for exploratory committee

$12,000

$12,000

 

Sean Elsbernd

Campaign management services

$5,000

$0

Hukari, Harvey

Steve Braccini

General campaign consulting services

$7,500

$7,500

Jaye, Eric (Storefront Political Media)

Heather Hiles

Campaign consulting and media

$13,330

$11,753

 

Lillian Sing

General consulting services and campaign media

$27,676

$25,658

 

Michela Alioto-Pier

General consulting services and campaign media

$19,290

$13,733

Klipp, Luke

Miguel Bustos

Campaign management

$2,100

$2,100

Edwards, Lloyd (The Lew Edwards Group)

No reportable activity during this period

None

 

 

Litz, Crystal

No reportable activity during this period

None

$0

$0

LRP Services

Lillian Sing

Campaign management and strategy

$2,000

$2,000

Lyons, Nichelle

Michela Alioto-Pier

Campaign fundraising

$2,964

$23,394

 

Sean Elsbernd

Campaign fundraising

$9,740

$0

Malchow Schlackman & Hoppey, Inc.

No reportable activity during this period

None

$0

$0

Maverick Media

Friends of Tony Hall

Campaign management and media relations

$15,000

$15,000

McNeil, Sueanne

No report filed

No report filed

 

 

Meskunas, Barbara

Jim Siegel

Campaign strategy and literature

$6,000

$6,000

O’Hara, Marc T.

No reportable activity during this period

None

$0

$0

Price, Terry

No reportable activity during this period

None

$0

$0

Rivaldo, Jim

Yes on B

Strategy

$4,500

$4,500

Ross, James

Myrna Lim for Supervisor

Campaign strategy, message development, production of materials

$11,240

$9,463

 

Tony Hall for Supervisor

Campaign strategy, materials production, message, and direction of campaign staff

$41,075

$41,075

 

Heller for Supervisor

Campaign strategy, message development, production of materials

$20,673

$20,673

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

Friends of Tony Hall

Fundraising for re-election campaign

$11,296

$11,296

Schafer, Ellie

No reportable activity during this period

None

$0

$0

Shortt, Sara

Robert Haaland

Campaign coordination activities

$4,500

$12,000

Smith, Novella

Milton Marks

General campaign consulting

$10,400

$5,000

 

Jill Wynns

General campaign consulting

$1,000

$0

 

David Weiner

General campaign consulting

$500

$500

Solem & Associates

No reportable activity during this period

None

$0

$0

Sonn, Marlena

Jake McGoldrick

Campaign coordination and fundraising

$5,250

$5,250

Staton & Hughes

Committee to Elect Coach Larry Kane

General campaign consulting and strategy

$5,000

$5,000

Stearns Consulting

Kamala Harris for District Attorney

Political consulting

$64,850

$3,000

Committee to Re-Elect Tom Ammiano

Political consulting

$0

$9,936

Re-Elect Aaron Peskin

Political consulting

$0

$18,086

Jake McGoldrick

Consulting for Prop. I

$0

$19,758

Laura Talmus Associates, Inc.

No reportable activity during this period

None

$0

$0

Terris, Barnes and Walters

Shawn Reifsteck

General consulting; walkcard and collateral design and production

$16,138

$11,795

Zutler, Samantha Wilson

Committee to Elect Brett Wheeler

Campaign management

$3,597

$3,597

TOTAL PAYMENTS PROMISED TO AND RECEIVED BY CAMPAIGN CONSULTANTS

$454,238

$413,490

Filers must report each political contribution of $100 or more to a candidate for local office, a committee controlled by a local officeholder or a candidate for local office, or a ballot measure committee whether or not the committee is controlled by a local officeholder or a candidate for local office.  Filers must report contributions of $100 or more made or delivered by the filer, or made by the filer’s client at the filer’s behest, or for which the filer acted as an agent or intermediary during the reporting period.  This chart indicates the political contributions made by campaign consultants during the reporting period.  The total reported amount of political contributions made by filers during the third quarter was $11,050.

Table 3:  Political Contributions

Campaign Consultant

Candidates/Committees

Contribution

Barnes, Mosher, Whitehurst

Aaron Peskin for Supervisor

$500

 

Aaron Peskin for Supervisor

$500

 

Aaron Peskin for Supervisor

$500

 

Aaron Peskin for Supervisor

$500

 

Leno 2004

$3,200

 

Michela Alioto-Pier for Supervisor

$500

 

Michela Alioto-Pier for Supervisor

$500

 

Michela Alioto-Pier for Supervisor

$500

 

Michela Alioto-Pier for Supervisor

$500

 

Sean Elsbernd for Supevisor

$500

 

Tony Hall for Supervisor

$500

 

Tony Hall for Supervisor

$500

 

Tony Hall for Supervisor

$500

 

Tony Hall for Supervisor

$500

 

Tony Hall for Supervisor

$500

Francisco Hsieh

Judy Chu For Assembly

$100

Hsieh & Associates

Andrew Sullivan for Supervisor

$200

Barbara Meskinas

Anita Grier for Supervisor

$100

 

Jim Siegel for Supervisor

$100

Terris, Barnes & Walters

Shawn Reifsteck for Supervisor

$250

Samantha Zutler

Committee to Elect Brett Wheeler

$100

TOTAL CONTRIBUTIONS

$11,050

 

Vendor/Subvendor Payment Report

Each filer must report economic consideration promised to or received by the filer during the reporting period from vendors and subvendors who provide campaign-related goods or services to the filer’s current clients.  No filer reported any payments to or from any vendors or subvendors during this reporting period.

Gifts to Local Officeholders

Each filer must report any gifts promised or made by the filer to a local officeholder during the reporting period which in the aggregate total $50 or more.  No filer reported any gifts promised or made to a local officeholder during this reporting period.

Employment of Local Officeholders and City Employees

If the filer employs a local officeholder or City employee during the reporting period, the filer must report the name of the officeholder or City employee and describe the nature of the employment by the filer.  In addition, if a client of the filer employs a local officeholder or City employee at the behest of the filer during the reporting period, the filer must report the name of the client, the name of each officeholder or City employee hired by the client, and the nature of the employment by the client.  No filer reported activity in this category.

City Contracts Obtained During the Reporting Period

If the filer obtains a City contract during the reporting period and the contract is approved by a local officeholder who is the filer’s client, the filer must report the contract, the date the contract was obtained, and the name of the officeholder who approved the contract.  No filer reported obtaining a City contract during the reporting period.

Appointment to Public Office

If the filer is appointed to public office during the reporting period and the appointment is made by a local officeholder who is the filer’s client, the filer must report the public office to which the filer was appointed, the date of the appointment, and the name of the officeholder who appointed the filer.  No filer reported appointment to public office during the reporting period.


Campaign Consultant Filing, Fourth Quarter 2004

CAMPAIGN CONSULTANT FILING FOURTH QUARTER 2004

I. Introduction

In November 1997, San Francisco voters approved the Regulation of Campaign Consultants Ordinance (“Ordinance”), San Francisco Campaign and Governmental Conduct Code Sections 1.500-1.540.  The Ordinance requires persons who earn $1,000 or more per year for campaign consultant services to register with the Ethics Commission and file quarterly activity reports. 

The fourth quarter activity reports were due on December 15, 2004 and covered the filing period beginning September 1, 2004 and ending November 30, 2004.  Forty-one out of forty-five registered campaign consultants filed with the Ethics Commission in the fourth quarter of 2004.

II. Comparative Data

The level of campaign consultant activity has fluctuated since the first filing in June 1998 (the second quarter of 1998).  The chart on the next page compares data compiled pertaining to campaign consultant activity since implementation of the Ordinance.  As indicated, the level of campaign consultant activity generally increases or decreases depending on 1) whether an election is held and 2) the number and type of local items on the ballot. 

Quarter

Number of Consultants

Total Payments Promised

Total Payments Received

Total Contributions Made

Second Quarter 1998

24

$1,560,742

$1,432,631

$4,100

Third Quarter 1998

25

$341,745

$379,859

$3,405

Fourth Quarter 1998

30

$638,498

$784,507

$1,975

First Quarter 1999

22

$71,969

$142,355

$550

Second Quarter 1999

28

$201,983

$485,071

$1,500

Third Quarter 1999

34

$395,440

$1,168,597

$4,150

Fourth Quarter 1999

38

$1,343,362

$2,489,276

$3,800

First Quarter 2000

17

$904,891

$1,293,901

$2,750

Second Quarter 2000

17

$169,599

$186,663

$1,275

Third Quarter 2000

20

$293,110

$467,379

$18,900

Fourth Quarter 2000

25

$2,437,695

$2,332,401

$26,348

First Quarter 2001

17

$216,952

$236,785

$800

Second Quarter 2001

15

$6,500

$6,500

$100

Third Quarter 2001

18

$137,751

$58,560

$5,550

Fourth Quarter 2001

23

$640,589

$690,272

$12,825

First Quarter 2002

22

$242,752

$259,357

$1,100

Second Quarter 2002

23

$121,413

$311,663

$2,100

Third Quarter 2002

40

$320, 373

$345,325

$2,200

Fourth Quarter 2002

50

$3,002,128

$3,243,997

$8,003

First Quarter 2003

42

$368,102

$331,328

$3,850

Second Quarter 2003

51

$486,555

$530,434

$3,250

Third Quarter 2003

64

$618,346

$749,332

$2,805

Fourth Quarter 2003

64

$1,112,506

$1,367,183

$10,125

First Quarter 2004

36

$352,837

$243,578

$1,600

Second Quarter 2004

29

$180,947

$136,950

$1,650

Third Quarter 2004

45

$461,739

$405,991

$11,050

Fourth Quarter 2004

45

$620,070

$943,214

$4,786

III. The Campaign Consultant Ordinance

The Ordinance defines “campaign consultant” as a person or entity that receives or is promised $1,000 or more in a calendar year for providing either of the following services:

Campaign Management,” defined as conducting, coordinating or supervising a campaign to elect, defeat, retain or recall a local candidate, or to adopt or defeat a local ballot measure, including but not limited to:

  • Hiring or authorizing the hiring of campaign staff and consultants; or
  • Spending or authorizing the expenditure of campaign funds; or
  • Directing, supervising or conducting the solicitation of campaign contributions; or
  • Selecting or recommending vendors or subvendors of goods or services for the campaign.

OR

Campaign Strategy,” defined as planning for the election, defeat, retention or recall of a local candidate, or for the adoption or defeat of a local ballot measure, including not but limited to:

  • Producing or authorizing the production of campaign literature and print and broadcast advertising; or
  • Seeking endorsements of organizations or individuals; or
  • Seeking financing; or
  • Advising on public policy positions.

Employees of campaign consultants do not themselves qualify as campaign consultants.  However, persons and entities that subcontract with a campaign consultant to provide campaign consulting services and that receive or are promised $1,000 or more in a calendar year do qualify as campaign consultants.  Similarly, employees of campaigns who engage in campaign management or campaign strategy and are promised or receive $1,000 or more in a calendar year also qualify as campaign consultants.

Campaign consultants are required to report only activity associated with local candidates or local ballot measures.  For purposes of the Ordinance, “candidate” means:  (1) a person who has taken affirmative action to seek nomination or election to local office, or (2) a local officeholder who has taken affirmative action to seek nomination or election to any elective office, or (3) a local officeholder who is the subject of a recall election.

Local officeholder” means the following elected officers:  Mayor, Members of the San Francisco Board of Supervisors, City Attorney, District Attorney, Treasurer, Sheriff, Assessor, Public Defender, Members of the Board of Education of the San Francisco Unified School District, and Members of the Governing Board of the San Francisco Community College District. 

Measure” means a local referendum, or a local ballot measure, whether or not it qualifies for the ballot.

The Commission staff has compiled the information filed by campaign consultants for the fourth quarter of 2004 in the attached tables.  All amounts reported by campaign consultants have been rounded off.

IV. Description of Quarterly Report Tables

Table 1:  Total Reported Activity September 1, 2004 – November 30, 2004

Table 1 summarizes all reported activity by campaign consultants for the fourth quarter of 2004.  Filers are listed in descending order of the payments received.  Also reported are the total payments promised by clients and any political contributions or gifts to officeholders made by the filers.

Table 1

All Reported Activity

(Listed in Descending Order by Amount of Payments Received)

CAMPAIGN CONSULTANT

TOTAL PAYMENTS PROMISED

 TOTAL PAYMENTS RECEIVED

 POLITICAL CONTRIBUTIONS

 GIFTS MADE TO OFFICEHOLDERS

Stearns Consulting

Not given

$303,099

$0

$0

Jaye, Eric (Storefront Political Media)

$191,722

$195,557

$0

$0

Davis, Jack

$120,000

$83,559

$0

$0

Ross, James (Jim Ross Political Consulting)

$73,196

$73,196

$0

$0

Barnes, Mosher, Whitehurst

$3,323

$66,582

$2,500

$0

Staton & Hughes

$26,030

$26,030

$0

$0

Baughman, Duane

$24,778

$24,778

$0

$0

Hope Road Consulting, LLC

$19,140

$22,712

$0

$0

Smith, Novella

$22,300

$19,300

$0

$0

Laura Talmus Associates, Inc.

Not given

$15,000

$100

$0

Gavin, John

$13,500

$13,500

$0

$0

Sonn, Marlena

$10,500

$10,500

$0

$0

Golinger, Jonathan

$9,000

$10,188

$0

$0

Meskunas, Barbara

$8,500

$8,500

$0

$0

Beijen, Laura

$7,173

$7,173

$0

$0

Hariri, Baha

$7,150

$7,150

$0

$0

Pinch, Meghan

$7,042

$5,970

$0

$0

Baum, Gideon

$5,273

$5,107

$0

$0

Derse, Nicole

$5,100

$5,100

$0

$0

Terris, Barnes and Walters

$714

$5,057

$0

$0

Klipp, Luke

$4,400

$4,400

$0

$0

Evan, Mitchell

$4,100

$4,100

$0

$0

Comstock, Doug

$7,000

$4,000

$0

$0

LRP Services

$4,000

$4,000

$0

$0

Adams, Scott – Political Movers & Shakers

$4,000

$3,000

$0

$0

O’Hara, Marc T.

$3,000

$3,000

$0

$0

Hukari, Harvey

$5,000

$2,500

$0

$0

Clark, Clemetine

$0

$2,300

$0

$0

Dewar, Greg

$2,300

$2,300

$0

$0

Vaughan, Susan

$2,000

$2,226

$0

$0

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

$1,600

$1,600

$0

$0

Murphy, Daniel

$0

$1,500

$0

$0

Digby, John

$230

$230

$0

$0

Bowman, Christopher

$0

$0

$936

$0

Gallagher, Tom

$2,000

$0

$0

$0

Harrell, Clay

$0

$0

$0

$0

Hernandez, Brandon

$20,000

$0

$0

$0

Hsieh and Associates

$6,000

$0

$1,000

$0

Litz, Crystal

$0

$0

$0

$0

Schafer, Ellie

$0

$0

$0

$0

Solem & Associates

$0

$0

$250

$73

Butler, Carol

No report

No report

No report

No report

Chien, Winifred

No report

No report

No report

No report

Ehrlich, Raymond

No report

No report

No report

No report

Henderson, Robert

No report

No report

No report

No report

Hsieh, Francisco

No report

No report

No report

No report

Edwards, Lloyd (The Lew Edwards Group)

No report

No report

No report

No report

Lyons, Nichelle

No report

No report

No report

No report

Malchow Schlackman & Hoppey, Inc.

No report

No report

No report

No report

Maverick Media

No report

No report

No report

No report

McNeil, Sueanne

No report

No report

No report

No report

Price, Terry

No report

No report

No report

No report

Rivaldo, Jim

No report

No report

No report

No report

Shortt, Sara

No report

No report

No report

No report

Zutler, Samantha

No report

No report

No report

No report

 

$620,070

$943,214

$4,786

$73

Table 2:  Client Payment Report

Filers are required to report “economic consideration” promised by or received from clients in exchange for campaign consulting services during the applicable reporting period.  Economic consideration includes payments, fees, commissions, and reimbursements for expenses, gifts or anything else of value.  Table 2 lists the name of the filer in alphabetical order, the filer’s clients, the services performed for that client, the payment promised by the client in the reporting period, and the payment actually received.  The table also indicates the total payments promised or received by all filers.  The payments promised by all clients to filers during the fourth quarter totaled$620,070.  The payments received by all filers from clients during the fourth quarter totaled $943,214.

Table 2

Payments to Campaign Consultants

Campaign Consultant

Client(s)

Services Performed

Total Payments Promised

Total Payments Received

Adams, Scott – Political Movers & Shakers

Dan Kalb

General consulting services and campaign media

$4,000

$3,000

Barnes, Mosher, Whitehurst

Yes on J K & 0

Create and produce TV ads for the campaign

$0

$35,126

Yes on I

Campaign management, direct mail & fundraising

$3,323

$31,456

Baughman, Duane

Yes on Citizenship No on F

Consulting, design, printing

$24,778

$24,778

Baum, Gideon

William Barnes

Volunteers, staff, office & events management

$5,273

$5,273

Beijin, Laura

Vernon Grigg

Manage campaign for district 7 supervisor

$7,173

$7,173

Bowman, Christopher

No reportable activity during this period

None

$0

$0

Butler, Carol

No report filed

No report filed

No report filed

No report filed

Chien, Winifred

No report filed

No report filed

No report filed

No report filed

Clark, Clemetine

Dan Kalb

Fundraising

$0

$300

Miguel Bustos

Fundraising

$0

$2,000

Comstock, Doug

Anita Grier

General campaign consultation

$6,000

$3,000

Eugene Wong

General campaign consultation

$1,000

$1,000

Davis, Jack

San Franciscans for Quality Housing

Campaign strategy

$75,000

$75,000

Gavin Newsom

Campaign strategy

$45,000

$8,559

Derse, Nicole

Ross Mirkarimi

Campaign coordination & management

$5,100

$5,100

Dewar, Greg

Susan C. King

General campaign consultation

$2,300

$2,300

Digby, John

Jim Siegel

General campaign consultation

$230

$230

Ehrlich, Raymond

No report filed

No report filed

No report filed

No report filed

Evan, Mitchell

Andrew Sullivan

General campaign management

$4,100

$4,100

Gallagher, John

Tom Ammiano

Campaign management

$2,000

Not given

Gavin, John

Sean Elsbernd

Field manager for campaign

$13,500

$13,500

Golinger, Jonathan

Homes For The City – Cmtte for Prop A

Political & media organization

$9,000

$10,188

Hariri, Baha

Michela Alioto-Pier

Campaign management

$7,150

$7,150

Harrell, Clay

No reportable activity during this period

None

$0

$0

Henderson, Robert

No report filed

No report filed

$0

$0

Hernandez, Brandon

Yes on J K & O

General campaign management

$20,000

Not given

Hope Road Consulting, LLC

Natalie Berg

General campaign consulting services

$1,000

$8,225

Miquel Bustos

General campaign consulting services

$5,000

$0

Fiona Ma Exploratory Committee

General campaign consulting services

$0

$0

Norman Yee

General campaign consulting services

$13,140

$14,487

Hsieh, Francisco

No report filed

No report filed

No report filed

No report filed

Hsieh and Associates

Fiona Ma Exploratory Committee

Strategy & services for exploratory committee

$6,000

$6,000

Sean Elsbernd

General campaign management services

?

$55,321

Hukari, Harvey

Steve Braccini

General campaign consulting services

$5,000

$2,500

Jaye, Eric (Storefront Political Media)

Heather Hiles

Campaign consulting and media production

$25,761

$27,338

Lillian Sing

Campaign consulting and media production

$55,049

$53,962

Michela Alioto-Pier

Campaign consulting and media production

$50,554

$53,899

Yes on J K & 0

Campaign consulting and media production

$60,359

$60,359

Klipp, Luke

Miquel Bustos

Campaign management

$4,400

$4,400

Edwards, Lloyd (The Lew Edwards Group)

No report filed

No report filed

No report filed

No report filed

Litz, Crystal

No reportable activity during this period

None

$0

$0

LRP Services

Lillian Sing

Campaign management and strategy

$4,000

$4,000

Lyons, Nichelle

No report filed

No report filed

No report filed

No report filed

Malchow Schlackman & Hoppey, Inc.

No report filed

No report filed

No report filed

No report filed

Maverick Media

No report filed

No report filed

No report filed

No report filed

McNeil, Sueanne

No report filed

No report filed

No report filed

No report filed

Meskunas, Barbara

Jim Siegel

Campaign manager

$3,000

$3,000

Brian Murphy O’ Flynn

Direct mail consulting

$3,000

$3,000

Greg Corrales

Direct mail consulting

$2,500

$2,500

Muprhy, Daniel

Andrew Sullivan

General campaign consulting services

$0

$1,500

O’Hara, Marc T.

Jose Medina

Consulting and direct mail

$3,000

$3,000

Pinch, Meghan

Dan Kalb

Field coordinator for campaign

$7,075

$5,970

Price, Terry

No report filed

No report filed

No report filed

No report filed

Rivaldo, Jim

No report filed

No report filed

No report filed

No report filed

Ross, James

Myrna Lim

Materials production/design, message & strategy

$33,344

$33,344

David Heller

Materials production/design, message & strategy

$12,477

$12,477

No on K

Media strategy, buying, production & messaging

$27,375

$27,375

Roumeliotes, Stephanie (SGR Fundraising and Consulting)

Tony Hall

Fundraising for re-election campaign

$1,600

$1,600

Schafer, Ellie

No reportable activity during this period

None

$0

$0

Shortt, Sara

No report filed

No report filed

No report filed

No report filed

Smith, Novella

Milton Marks

General campaign consulting

$15,200

$15,200

Jill Wynns

General campaign consulting

$4,100

$4,100

David Weiner

General campaign consulting

$3,000

$0

Solem & Associates

No reportable activity during this period

None

$0

$0

Sonn, Marlena

Jake McGoldrick

Campaign coordination and fundraising

$10,500

$10,500

Staton & Hughes

Committee to Elect Larry Kane

Materials, field and media coordination

$16,030

$16,030

Yes on J K & O

Media coordination

$10,000

$1,000

Stearns Consulting

Kamala Harris for District Attorney

Political consulting

$67,809

$24,850

Committee to Re-Elect Tom Ammiano

Political consulting

$0

$23,934

Re-Elect Aaron Peskin

Political consulting

$0

$128,798

Jake McGoldrick

Political consulting

$0

$98,133

Affordable Housing Alliance PAC

Consulting

Not given

$22,989

Laura Talmus Associates, Inc.

Homes For The City

Fundraising

$0

$15,000

Terris, Barnes and Walters

Shawn Reifsteck

General consulting; walkcard and collateral design and production

$714

$5,057

Vaughan, Susan

Susan C. King

Volunteer outreach & coordination

$2,000

$2,226

Zutler, Samantha Wilson

No report filed

No report filed

No report filed

No report filed

TOTAL PAYMENTS PROMISED TO AND RECEIVED BY CAMPAIGN CONSULTANTS

$687,912

$991,306

Table 3:  Political Contributions

Filers must report each political contribution of $100 or more to a candidate for local office, a committee controlled by a local officeholder or a candidate for local office, or a ballot measure committee whether or not the committee is controlled by a local officeholder or a candidate for local office.  Filers must report contributions of $100 or more made or delivered by the filer, or made by the filer’s client at the filer’s behest, or for which the filer acted as an agent or intermediary during the reporting period.  This chart indicates the political contributions made by campaign consultants during the reporting period.  The total reported amount of political contributions made by filers during the fourth quarter was $4,786.

Table 3

Political Contributions

Campaign Consultant

Candidates/Committees

Contribution

Barnes, Mosher, Whitehurst

Natalie Berg for Community College Board

$250

 

Re-Elect Milton Marks III

$250

 

Bill Barnes for Supervisor District 5

$500

 

Sean Elsbernd for Supervisor District 7

$500

 

Sean Elsbernd for Supervisor District 7

$500

 

Sean Elsbernd for Supervisor District 7

$500

Christoper Bowman

Joel Springer for School Board

$336

Steve Braccini for Supervisor District 2

$200

Andrew Sullivan for Supervisor District 5

$100

Greg Corrales for Supervisor District 7

$200

Miguel Bustos for Supervisor District 9

$100

Hsieh & Associates

Matt Tuchow for Supervisor

$500

Lillian Sing for Supervisor

$500

Solem & Associates

Heather Hiles for School Board

$250

Laura Talmus Associates, Inc.

Robert Haaland

$100

Total Contributions:

$4,786

Vendor/Subvendor Payments

Each filer must report economic consideration promised to or received by the filer during the reporting period from vendors and subvendors who provide campaign-related goods or services to the filer’s current clients.  No filer reported any payments to or from any vendors or subvendors during this reporting period.

Gifts to Local Officeholders

Each filer must report any gifts promised or made by the filer to a local officeholder during the reporting period which in the aggregate total $50 or more.  No filer reported any gifts promised or made to a local officeholder during this reporting period.

Employment of Local Officeholders and City Employees

If the filer employs a local officeholder or City employee during the reporting period, the filer must report the name of the officeholder or City employee and describe the nature of the employment by the filer.  In addition, if a client of the filer employs a local officeholder or City employee at the behest of the filer during the reporting period, the filer must report the name of the client, the name of each officeholder or City employee hired by the client, and the nature of the employment by the client.  No filer reported activity in this category.

City Contracts Obtained During the Reporting Period

If the filer obtains a City contract during the reporting period and the contract is approved by a local officeholder who is the filer’s client, the filer must report the contract, the date the contract was obtained, and the name of the officeholder who approved the contract.  No filer reported obtaining a City contract during the reporting period.

Appointment to Public Office

If the filer is appointed to public office during the reporting period and the appointment is made by a local officeholder who is the filer’s client, the filer must report the public office to which the filer was appointed, the date of the appointment, and the name of the officeholder who appointed the filer.  No filer reported appointment to public office during the reporting period.

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