What Must be Reported
Permit consultants must disclose: their names, employers, and contact information; the names and contact information for their clients with “major projects” or “minor projects”; the compensation they received or expected to receive from these clients during the reporting period; the officers and employees of the Department of Building Inspection, the Entertainment Commission, the Planning Department, and the Department of Public Works whom they contacted about their clients’ major or minor projects during the reporting period; and certain campaign contributions they made during the reporting period.
When and Where are Reports Due
Quarterly disclosure reports must subsequently be filed with the Ethics Commission according to the following schedule:
| Due Date | Period Covered |
|---|---|
| April 15 | January 1 through March 31 |
| July 15 | April 1 through June 30 |
| October 15 | July 1 through September 30 |
| January 15 | October 1 through December 31 |
Quarterly Report Form
Quarterly Report for Permit Consultants (SFEC Form 3410B) must be filed electronically through the City and County of San Francisco’s DocuSign system by starting the form using the section below. The DocuSign filing process involves two key steps – completing the form and signing the form – which may involve two participants. The form allows a staff member or representative to initiate and complete the form electronically, and route it to the permit consultant for signature. After the form is completed and submitted in the first step, an email will be automatically sent to the permit consultant with instructions for his/her signature. The permit consultant can then electronically sign the form in DocuSign by following the instructions in the email. The permit consultant may also complete and sign the form without the assistance of a staff member or representative by entering his/her information in the fields below as the person completing and signing the form.
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.)
Supplemental Sheet Templates
If there is not sufficient space in the DocuSign Quarterly Form (SFEC 3410B) to report the complete list of clients, contacts with city officers and employees, and contributions, use the templates below to attach additional information to the filing. On SFEC 3410B, check the box to add additional sheets and upload the supplemental list(s). You may use the template in Excel or PDF format to report the additional information.
- SFEC 3410B-AS3 – Client Information Supplemental Attachment (Excel Format)
- SFEC 3410B-AP3 – Client Information Supplemental Attachment (PDF Format)
- SFEC 3410B-AS4 – Contacts With City Officers and Employees Supplemental Attachment (Excel Format)
- SFEC 3410B-AS4 – Contacts With City Officers and Employees Supplemental Attachment (PDF Format)
- SFEC 3410B-AS5 – Political Contributions Supplemental Attachment (Excel Format)
- SFEC 3410B-AS5 – Political Contributions Supplemental Attachment (PDF Format)