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Checklist for Advisory Board or Committee Members and Designated Employees


This checklist is meant to help you keep track of the various deadlines for the Statement of Economic Interests (SEI) filing.  It also provides links to the SEI form. 

SEI Filing Deadlines
Type of Filing Deadlines Forms & Information
Assuming Office Within 30 Days of Assuming Office
  • Review the SEI Sample Sheet.
  • File your SEIThe SEI filing must have an original signature. 
Annual By April 2, 2012
  • File your originally-signed SEI.
Leaving Office Within 30 days of leaving office
  • File your originally-signed SEI.

SEI Filing Obligations

As a designated filer,  the department head or an appointed staff person will notify you of your SEI filing requirements.  If you are not notified, you are still responsible for making sure that you file all of your SEI-related filings with your department, board, or committee on time.  

Verifying If You Must File

Find out if your position is listed in the Code as having to file financial disclosure statements by viewing San Francisco Campaign and Governmental Conduct Code (Code) Sections 3.1-100 to 3.1-500.  You may review the informational sheet, “How to Look Up a Designated Filer Position.” 

If you are listed in Code Section 3.1-103, do not use this checklist; instead, use the Checklist for Elected Officials, Department Heads, & Members of Decision-Making Boards and Commissions.

Filing with Two Different Agencies

If you are listed in the Code as having to file with two separate agencies, you must file separate originally-signed SEI forms with each.  For example, if you serve as advisory board member and a designated employee, you would fill out the form, make a copy and sign both forms.  One originally-signed SEI filing would go to the board and the other originally-signed SEI filing would go to your department. 

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