Lobbyists - Forms and Manuals (2009 Ordinance)

Lobbyist Ordinance (2009)

• Manual and Information
• Filing Schedule
• Fees

• Cover Sheet
• Contract Lobbyists

• Business and Organization Lobbyists
• Expenditure Lobbyists

Manual & Information

Lobbyists should first review the SFEC Lobbyist Manual for information about disclosure and filing requirements.

Guide Name	Location / File Type	File Size
SFEC Lobbyist Manual	PDF	109k
Lobbyist Ordinance	2009 (HTML)	N/A
Lobbyist Regulations	HTML	N/A
Policy and Procedures for Reduction of Waiver of Fines Imposed for the Late Filing of Lobbyist and Lobbyist Statements	HTML	N/A
Memorandum re: Amendments to Lobbyist Ordinance (effective June 29, 2003)	HTML	N/A

Filing Schedule

Important: Notice to Lobbyists Regarding Changes to the Reporting Periods

Reporting Period	Filing Deadline
January  1 – March 31	April 15th
April 1 – June 30	July 15th
July 1 – September 30	October 15th
October  1 – December 31	January 15th

Note: Deadlines that fall on a Saturday, Sunday, or an official holiday will be extended to the next business day.

Fees

At the time of registration and re-registration, each lobbyist must pay a registration fee calculated based on the income the consultant will earn:

Reporting Period	Registration Fee	Client Fee
January  1 – March 31	$500	$75
April 1 – June 30	$375	$56.25
July 1 – September 30	$250	$37.50
October  1 – December 31	$125	$18.75

Cover Sheet

Each Lobbyist filing must be accompanied by a cover sheet.

Form Name	Form #	Location / File Type	File Size
Cover Sheet Attach to the front of each Lobbyist filing	N/A	PDF / Word	93k / 31k

Contract Lobbyists

Registration and Re-Registration

Form Name	Form #	Location / File Type	File Size
Registration Report File an original and a copy with the Ethics Commission	1A	PDF / Word	177k / 40k
Re-Registration Report File an original and a copy with the Ethics Commission	2A	PDF / Word	6k / 16k

Disclosure Statements

Form Name	Form #	Location / File Type	File Size
Quarterly Report File an original and a copy with the Ethics Commission	3A	PDF / Word	115k / 52k
Client Authorization Statement File an original and a copy with the Ethics Commission	4	PDF / Word	16k / 25k
Disclosure of Employment of City Officer or Employee File an original and a copy with the Ethics Commission	6	PDF / Word	13k / 16k

Termination

Form Name	Form #	Location / File Type	File Size
Client Termination Statement File an original and a copy with the Ethics Commission	5	PDF / Word	12k / 22k
Termination Statement File an original and a copy with the Ethics Commission	7	PDF / Word	6k / 24k

Business and Organization Lobbyists

Registration and Re-Registration

Form Name	Form #	Location / File Type	File Size
Registration Report File an original and a copy with the Ethics Commission	1B	PDF / Word	56k / 37k
Re-Registration Report File an original and a copy with the Ethics Commission	2B	PDF / Word	5k / 11k

Disclosure Statements

Form Name	Form #	Location / File Type	File Size
Quarterly Report File an original and a copy with the Ethics Commission	3B	PDF / Word	92k / 49k
Disclosure of Employment of City Officer or Employee File an original and a copy with the Ethics Commission	6	PDF / Word	13k / 16k

Termination

Form Name	Form #	Location / File Type	File Size
Termination Statement File an original and a copy with the Ethics Commission	7	PDF / Word	6k / 24k

Expenditure Lobbyists

Registration and Re-Registration

Form Name	Form #	Location / File Type	File Size
Registration Report File an original and a copy with the Ethics Commission	1C	PDF / Word	51k / 36k
Re-Registration Report File an original and a copy with the Ethics Commission	2C	PDF / Word	6k / 13k

Disclosure Statements

Form Name	Form #	Location / File Type	File Size
Quarterly Report File an original and a copy with the Ethics Commission	3C	PDF / Word	88k / 47k
Disclosure of Employment of City Officer or Employee File an original and a copy with the Ethics Commission	6	PDF / Word	13k / 16k

Termination

Form Name	Form #	Location / File Type	File Size
Termination Statement File an original and a copy with the Ethics Commission	7	PDF / Word	6k / 24k