City Officers, Employees, and Filing Officers
- Form 700 Filers: Guide | Disclosure Category Quick Look-Up Guide
This guide provides a summary of disclosure categories associated with each department, and where applicable, includes active links to departments’ section in the Conflict of Interest Code. Designated Form 700 […]
- Filing Officers: Manual | Departmental Filing Officer Manual – Form 700
This manual was produced by the San Francisco Ethics Commission for departmental filing officers. It provides an overview of the NetFile SEI Admin system and step-by-step instructions for departmental filing […]
- Appointing Authorities & Filing Liaisons: Guide | Form 700 Workflow Process Flowchart – Annual
This flowchart provides appointing authorities and filing liaisons with a visual overview of the Annual Form 700 business process workflow for appointed City officers (commissioners, board members and department heads). […]
- Appointing Authorities & Filing Liaisons: Guide | Form 700 Workflow Process Flowchart – Leaving Office
This flowchart provides appointing authorities and filing liaisons with a visual overview of the Leaving Office Form 700 business process workflow for appointed City officers (commissioners, board members and department […]
- Appointing Authorities & Filing Liaisons: Guide | Form 700 Workflow Process Flowchart – Assuming Office
This flowchart provides appointing authorities and filing liaisons with a visual overview of the Assuming Office Form 700 business process workflow for appointed City officers (commissioners, board members and department […]
- Filing Officers: Guide | Form 700 Workflow Process Flowchart – Leaving Office
This flowchart provides departmental filing officers with a visual overview of the business process when offboarding a Form 700 filer. Click here to download PDF
- Filing Officers: Guide | Form 700 Workflow Process Flowchart – Annual
This flowchart provides departmental filing officers with a visual overview of the business process prior to and following the annual Form 700 filing deadline. Click here to download PDF
- Filing Officers: Guide | Form 700 Workflow Process Flowchart – Assuming Office
This flowchart provides departmental filing officers with a visual overview of the business process when onboarding a new or existing Form 700 filer. Click here to download PDF
Campaign Consultants
- Campaign Consultants: Manual | Campaign Consultant Manual – Updated 2006
This manual was produced by the San Francisco Ethics Commission. It provides a comprehensive overview of San Francisco’s laws and reporting requirements pertaining to Campaign Consultants. Click to access sfec_campaign_consultant_manual.pdf
Contractors
- Contractors: Guide | Whistleblower Protections – City Contractors
The City and County of San Francisco has a paramount interest in protecting the integrity of its government institutions. To further this interest, City law provides a process for reporting […]
- Contractors: Guide | Rules for Organizations Bidding on City Contracts
City contractors and their affiliates are prohibited from making political contributions to elected officials (or candidates for these offices) who approve their contracts with the City. This guide outlines the […]
Lobbyists
- Guide | How to Review Lobbyist Contacts in Public Portal
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to search for and review lobbyist contacts in the Public Portal. Click here to […]
- Contact Lobbyist: Guide | How to File Registration Statement for Returning Lobbyists
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to file a registration statement for returning lobbyists. Click here to download
- Contact Lobbyist: Guide | How to File Registration Statement for New Lobbyists
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to file a registration statement for new lobbyists. Click here to download
- Contact Lobbyist: Guide | How to Amend Registration Statement
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to amend a previously filed registration statement. Click here to download
- Contact Lobbyist: Guide | How to File Monthly Statement
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to file a monthly lobbyist statement. Click here to download
- Contact Lobbyist: Guide | How to Amend Monthly Statement
This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to amend a previously filed monthly statement. Click here to download
- Lobbyist: Manual | Reporting Requirements for Lobbyists on Behalf of the City
This manual provides a comprehensive overview of reporting requirements for Lobbyists on Behalf of the City. Click to access Manual.Reqs_.Lobbyist.Behalf.City_.pdf
- Lobbyist: Manual | Contact Lobbyist Manual 2020
This manual was produced by the San Francisco Ethics Commission. It provides a comprehensive overview of San Francisco’s contact lobbyist laws and reporting requirements. Contact Lobbyist Manual
Major Developers
- Major Developers: Manual | Major Developer Manual – 2020
This manual was produced by the San Francisco Ethics Commission. It provides a comprehensive overview of San Francisco’s laws and reporting requirements pertaining to Major Developers. Click to access Major-Developer-Manual-.pdf
Permit Consultants
- Permit Consultants: Manual | Permit Consultant Manual – 2020
This manual was produced by the San Francisco Ethics Commission. It provides an overview of San Francisco’s laws and reporting requirements pertaining to Permit Consultants. Click to access Permit-Consultant-Manual-2020.pdf