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Major Donor and Independent Expenditure Committees Making Contributions or Independent Expenditures in Connection with the March 5, 2024 Ballot Election


DeadlinePeriodFormNotes
Jan 31, 2024**
Semi-Annual
[See Note]*
through
12/31/23
461· *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.
· File only if contributions or independent expenditures were made after June 30, 2023.
Within 10 Days
Independent
Expenditure
Verification
Ongoing462· Committees making independent expenditures must file this statement with the FPPC.
· Email only. No paper copy is required.
· Committees file only one Form 462 per election for each candidate or measure supported or opposed by an independent expenditure.
Within 24 Hours
Election Cycle
Reports
12/6/23
through
3/5/24
496
497
· Form 496: File if an independent expenditure of $1,000 or more in the aggregate is made in connection with a candidate or measure listed on the March 5, 2024, ballot.
· Form 497: File if a contribution of $1,000 or more in the aggregate is made to or in connection with a candidate or measure listed on the March 5, 2024, ballot.
· File by personal delivery, e-mail, guaranteed overnight service, or fax. · · The committee may also file online, if available.
July 31, 2024
Semi-Annual
2/18/24
through
6/30/24
461· All committees must file this statement.

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.
  • Deadline Extensions:
  • Method of Delivery:
    All paper filings may be filed by first-class mail unless otherwise noted. A paper copy of a report may not be required if a local agency
    requires online filing pursuant to a local ordinance.
  • Method of Delivery: All reports must be filed e-filed.
  • Committee Status:
    A city or county committee may make contributions or independent expenditures in connection with other elections. Generally, a city committee spends more than 70% of its funds in connection with elections in one city, and a county committee spends more than 70% of its funds in connection with elections in one county. Please note, if a major donor or independent expenditure committee makes any contributions or expenditures during the calendar year to support or oppose candidates or measures voted on in state elections, including contributions to other state committees, it will be a state committee. See FPPC Regulation 18227.5 to determine whether a committee is a city, county, or state committee.
  • 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).
  • Multipurpose Organizations (including non-profits):
    • A multipurpose organization that uses its general dues account to make contributions or expenditures may
      qualify as a major donor or independent expenditure committee and may be required to report payments on Campaign Form 461. Such an organization will qualify as a recipient committee if expenditures exceed $50,000 in a 12-month period or $100,000 in four consecutive calendar years.
    • An organization that qualifies as a
      recipient committee may need to file reports disclosing contributors.
    • For more information, see the FPPC’s fact sheet, Campaign Reporting Rules for Multipurpose Organizations.
  • Public Documents:
    All statements and reports are public documents.
  • Resources:
    Campaign manuals and other instructional materials are available on the Campaign Rules page. Or, visit www.fppc.ca.gov> Learn > Campaign Rules.
  • Late Filing Fines: Late filed statements required to be e-filed will be assessed a $25 per day late fine, until the statement is e-filed. Late filed statements required to be filed on paper will be assessed a $10 per day late fine, until the statement is filed.
  • Public Documents:
    All forms are public documents. Instructional information is available at www.sfethics.org. Click on Compliance, then Contributors & Third Parties.
  • Advertisement Disclaimers:
    Many advertisements require disclaimers. Please review disclaimer charts for specific disclaimer requirements.
  • Committee Status:
    • A city committee may make contributions or independent expenditures in connection with other elections.
    • Generally, a city committee is one that spends more than 70% of its funds in connection with elections in one city.
    • See FPPC Regulation 18227.5 to determine whether your committee is a city, county or state committee.
  • Complete Committee Treasurer Training – File Form 107: Training for Committee Treasurer

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