When and Where to Register
Within five days of qualifying as a Permit Consultant an individual must e-file SFEC Form 3410A – Registration for Permit Consultants. No individual who qualifies as a Permit Consultant may make any additional Contacts with any employee or officer of the DBI, PC, DPW, or EC without first registering with the Ethics Commission.
Permit Consultants who qualify as Contact Lobbyists must declare their qualification on Form 3410A.
Permit Consultants that qualify as Contact Lobbyists may elect to disclose all reportable information on monthly San Francisco lobbyist reports, they must declare this intent on a 3410A.
Registration Form
Form 3410A – Registration for Permit Consultants must be filed electronically through the City and County of San Francisco’s DocuSign system. To begin, use the form access provided below.
The DocuSign filing process includes two steps: completing the form and signing the form. These steps may be completed by one person or shared between two participants.
A staff member or representative may initiate and complete the form, then route it to the permit consultant for signature through DocuSign. After the form is completed and submitted, the permit consultant will automatically receive an email with instructions for providing their electronic signature.
Alternatively, the permit consultant may complete and sign the form independently by entering their information as both the preparer and signer within DocuSign.
Information required to electronically file a registration statement
Identification of Type of Filing
- Original or Amendment
- Date of Original Filing, if the filing is an Amendment
Permit Consultant’s Information
- Permit Consultant’s Name
- Name of Employer
- Business Address
- Business Telephone Number
- Business E-mail Address
Acknowledgement by Permit Consultants Who Also Qualify as Contact Lobbyists
- Checkbox – Check if the Permit Consultant also qualifies as a Contact Lobbyist.
- Checkbox – Check if individual who qualifies as both a Permit Consultant and a Contact Lobbyist is electing to disclose all reportable information on monthly lobbyist reports, instead of the Form 3410B – Quarterly Report for Permit Consultants.
Information about Client(s) with Major or Minor Projects
- Name of Client
- Contact Person for Client
- Business Address
- Business E-mail Address
- Business Telephone Number
- Checkbox to attach Additional Supplemental Sheets to the registration statement to disclose additional clients (if applicable)
Sample Filing
Click the image below to preview a form illustrating the information required to be disclosed. (Please note that this form is for viewing purposes only and that the electronic link shown below must be used to file the required information.)
File SFEC Form 3410A – Registration for Permit Consultants
Supplemental Sheet Templates
If there is not sufficient space in the DocuSign Registration form to report the complete list of clients, use one of the templates below to attach additional clients to the filing. On SFEC 3410A, check the box to add additional client sheets and upload the supplemental client list. You may use the template in Excel or PDF format to report additional clients.