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San Francisco Ethics Commission Filing Schedules for Committees Primarily Formed to Support/Oppose Local Measures Listed on the March 5, 2024 Ballot


DeadlinePeriodFormNotes
Within 10 Days
Independent
Expenditure
Verification
Ongoing462· Committees making independent expenditures of $1,000 or more in the aggregate for a specific candidate or measure must file this form with the FPPC.
· Email only. No paper copy.
· Committees file only one Form 462 per election for each candidate or measure supported or opposed by an independent expenditure
Within 10
Business Days

$5,000 Report
(Local Ballot Measure
Qualification
Payments)
Ongoing496
497
Form 496: A recipient committee makes independent expenditures totaling $5,000 or more to support or oppose the qualification of a single local ballot measure
Form 497:
· Contributions totaling $5,000 or more are made by a recipient committee to support or oppose the qualification of a single local ballot measure
· Contributions Received: List all new contributions of $100 or more received by the committee that have not been previously reported in connection with the qualification of the measure up through the date of the $5,000 or more payment.
· Where to File: File in the jurisdiction of the local measure and not necessarily where the committee files its regular campaign statements.
January 31, 2024**
Semi-Annual
*

12/31/23
450
or
460
· All committees must file this statement.
· May be filed on January 25, 2024.
Within 24 Hours
Contribution / Independent Expenditure Reports
12/6/23

3/5/24
497· File if a contribution of $1,000 or more in the aggregate is received from a single source.
· File if a contribution of $1,000 or more in the aggregate is made to or in connection with another candidate or another measure listed on the March 5, 2024, ballot, or made to a political party committee.
· The recipient of a non-monetary contribution of $1,000 or more in the aggregate must file a Form 497 within 48 hours from the time the contribution is received.
· File by personal delivery, e-mail, guaranteed overnight service, or fax. The committee may also file online, if available.
January 25, 2024
1st Pre-Election
1/1/24

1/20/24
450
or
460
All committees must file this statement.
February 22, 2024
2nd Pre-Election
1/21/24

2/17/24
450
or
460
All committees must file this statement.
March 1, 2024
3rd Pre-Election
2/18/24

2/28/24
450
or
460
All committees must file this statement.
July 31, 2024
Semi-Annual
2/29/24

6/30/24
450
or
460
All committees must file Form 460 unless the committee filed termination Forms 410 and 460 before June 30, 2024.



Additional Filing Requirements:

  • Ballot Measure Quarterly Report: Quarterly campaign reports are required by Primarily Formed Ballot Measure Committees prior to the semi-annual period in which pre-election reports must be filed.
  • SFEC Form 113: The proponent of any petition that is circulated to qualify a measure for the ballot must inform the Ethics Commission that the proponent has begun to circulate the petition by filing Form SFEC -113 within one business day of the first date that the petition is circulated.
  • SFEC Form 114.5: Each committee which receives contributions that in aggregate total $5,000 or more in a single calendar year, which were made at the behest of a City elective officer, must file this form no later than the deadline to file its semi-annual or pre-election statement.
  • SFEC Form 124: Each committee which receives contributions that in aggregate total $10,000 or more during an election cycle, from a single business entity, must file this form no later than the deadline to file its semi-annual or pre-election statement.
  • SFEC Form 125: Any candidate-controlled ballot measure committee which receives contributions which were “bundled” must file Form SFEC-125 at the time they are required to file a semi-annual or pre-election statement.
  • SFEC Form  161: Each committee which pays for a “mass mailing” must e-file a SFEC Form161 (including a copy of the mailing – specification notes) within 5 days of the mailing, or within 48 hours if sent within the last 16 days prior to the election.
  • Form 511 – Paid Spokesperson Report: File within 10 days of making either of the following expenditures related to an advertisement to support or oppose a ballot measure:
    • 1) A payment totaling $5,000 or more to an individual to appear in an advertisement, or
    • 2) A payment of any amount to an individual portraying a member of a licensed occupation (e.g., nurse, doctor, firefighter
  • Method of Delivery: All Committees identified in CGCC 1.112(b) must electronically e-file campaign statements using the method identified on the webpage titled Complete List of Campaign & Public Financing Forms.

Additional Notes:

  • *Period Covered: The period covered by any statement begins on the day after the closing date of the last statement filed, or January 1, if no previous statement has been filed.
  • **Deadlines: Due to the election being held early in the year, the deadline for the first pre-election statement for calendar year 2024 is earlier than the deadline for the semi-annual statement for calendar year 2023. A committee active in both calendar years may file the 2023 semi-annual statement on January 25, 2024.
  • Deadline Extensions: Deadlines are extended when they fall on a Saturday, Sunday, or an official state holiday.
    • This extension does not apply to a 24-Hour (Form 497) that is due the weekend before the election,
    • This extension never applies to any 24-Hour Independent Expenditure Report (Form 496).
  • Multipurpose Organizations (including non-profits): A multipurpose organization that uses its general dues account to make contributions or expenditures may qualify as a recipient committee if expenditures exceed $50,000 in a 12-month period or $100,000 in four consecutive calendar years.
  • Public Documents: All statements and reports are public documents.
  • Advertisement Disclaimers: All ballot measure advertisements require disclaimers, please review disclaimer charts for specific disclaimer requirements.
  • Complete Committee Treasurer Training – File Form 107: Training for Committee Treasurer

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