City & County of San Francisco
San FranciscoEthics Commission

Ethics Commission staff produced several micro video tutorials to demonstrate how to perform various tasks in the NetFile System. These short videos provide bite-sized, task specific demonstrations in 5 minutes are less. Form 700 Program For Filing Officers Login to NetFile Admin System Onboarding – Creating A New Filer Account in NetFile Onboarding A Filer […]

The Ethics Commission’s information sessions for Filing Officers and Filers regarding the annual Form 700 filing requirements are held remotely. Click here to view upcoming session dates and previously recorded sessions.

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 filers can quickly look-up an explanation of what they are required to disclosure on their Form 700s as defined by their department. Click here to […]

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 officers who administer the Form 700 program for City departments. This manual is frequently revised to ensure delivery of up-to-date information. Click here to download […]

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). Click here to Download PDF

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 heads). Click here to Download PDF

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 heads). Click here to Download PDF

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

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

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

Effective January 1, 2022, designated filers will be required to file assuming office, annual, and leaving office Form 700 statements in electronic format using the Ethics Commission’s internet-based NetFile e-filing system. This fact sheet summarizes the changes and benefits; provides an overview of Form 700 requirements and filing officer responsibilities, and includes an informative FAQ. Click […]

To:  Appointing Authorities and Filing Liaisons: Subject: Onboarding/Offboarding Commissioners, Board Members, and Department Heads This communication serves as a reminder of the statutory notice requirements applicable to members of boards and commissions and department heads upon appointment and resignation/conclusion of term/employment. Compliance with these requirements is vital to ensure that officials submit their Statements of […]

To:  Departmental Filing Officers: Subject:     July 2022 Form 700 Information Updates | New and Updated Online Resources This communication is to share with you some new and updated online resources the Ethics Commission has recently launched to assist you with your filing officer responsibilities. New How-to Video Tutorials First, as promised, several short “how-to” video […]

New Behested Payment Provisions of City Law Effective January 23, 2022 This reminder notice is being provided to all Elected officials, Department Heads, Board and City Commission members, and Conflict of Interest Code-designated employees who are required to file their Annual Statement of Economic Interest (Form 700) electronically by April 1st. The behested payment content […]

Ethics Commission 2022 Reminder Notice – Departmental Statements of Incompatible Activities March 4, 2022 To: All Department Heads, Members of Boards and Commissions, and City Employees From: LeeAnn Pelham, Executive Director, Ethics Commission Re: Departmental Statement of Incompatible Activities As public servants, each of us performs a vital role in serving the City and County […]

Your Annual Form 700 Filing is Due by April 1, 2022 This notification is to inform you that Your Annual Statement of Economic Interests (Form 700) is due no later than Friday, April 1, 2022. The Political Reform Act requires certain officials, employees, and consultants who serve in positions designated in an agency’s conflict-of-interest code […]

Dear Department Heads and Departmental Filing Officers: Happy New Year! We are happy to share news that E-Filing for all designated Form 700 (Statement of Economic Interests) filers has now officially launched! Effective immediately, paper filings will no longer be accepted for Form 700 filings by Conflict of Interest Code-designated filers. All Form 700 filings […]

Designated Form 700 Filer: You are receiving this important communication from the Ethics Commission because you occupy a position that your department head has designated in the City’s Conflict of Interest Code to file the Statement of Economic Interests, also known as Form 700, and the process you use to file your Form 700 will […]

Departmental Filing Officers: Thank you for submitting your worksheets confirming your Form 700 designated filers last week. This was a critical step in the transition to electronic filing (“e-filing”) beginning January ’22  for your designated filers who presently file on paper. My office is in the process of reviewing and validating information you’ve provided, and […]

Dear Colleagues: cc: Departmental Filing Officers Subject:  COMPLETED – PRT – Designated Filer Position Worksheet I am writing today to let you know that the Ethics Commission has not yet received a submission from your department confirming your department’s Conflict of Interest Code (“COI”) designated Form 700 filers. As detailed in prior notices from our […]

Department Heads and Filing Officers: On Monday, August 2nd, the Ethics Commission sent out a communication to departments with the subject line [Ethics Form 700 E-Filing Expansion Project | Confirm your Form 700 Designated Filers by September 15th] seeking action on critical next steps in the transition to electronic filing for all Form 700 designated […]