SFEC Form 3410B - Quarterly Report for Permit Consultants Filings

Effective January 1, 2015, an individual who qualifies as a permit consultant under San Francisco law must register and file quarterly reports with the Ethics Commission. A permit consultant is an individual who receives or is promised compensation to provide permit consulting services on a "major project" or a "minor project", including any employee who receives compensation for time spent on permit consulting services.

"Permit consulting services" means any contact with the Department of Building Inspection, the Entertainment Commission, the Planning Department, or the Department of Public Works to help a permit applicant obtain a permit. "Permit consulting services" do not include simple requests for information which do not otherwise include attempts to help obtain a permit.

A "major project" is a real estate development project located in the City and County of San Francisco with estimated construction costs exceeding $1,000,000 and which requires a permit issued by the Department of Building Inspection or the Planning Department. Estimated constructions costs are to be calculated in the same manner used to determine building permit fees under the Building Code. A "minor project" is a project located in the City and County of San Francisco which requires a permit issued by the Entertainment Commission.

The following individuals are not permit consultants and thus are not required to register or report:
-a licensed architect or engineer of record for construction activity allowed or contemplated by the permit, or an employee of that architect or engineer;
-a contractor who will be responsible for all construction activity associated with the requested permit, or an employee of that contractor; or
-an employee or agent of an organization with tax exempt status under 26 United States Code Section 501(c)(3) communicating on behalf of that organization regarding the development of a project for that organization.

Each permit consultant must register with the Ethics Commission no later than five business days after providing permit consulting services. Quarterly disclosure reports must subsequently be filed with the Ethics Commission

自2015年1月1日起，根据旧金山法律，符合许可顾问资格的个人必须向道德委员会登记，并按季度提交报告。许可顾问是指接受或承诺为“重大项目”或“小型项目”提供许可咨询服务而获得报酬的个人，包括任何因提供许可咨询服务而获得报酬的雇员。
“许可咨询服务”是指与建筑检查部门、娱乐委员会、规划部门或公共工程部门进行接触，以帮助许可申请人获得许可的行为。‘许可咨询服务’不包括简单的信息请求，这些请求不涉及帮助获得许可的努力。
“重大项目”是指位于旧金山市和县内的房地产开发项目，预计建筑成本超过100万美元，且需要建筑检查部门或规划部门颁发的许可。预计建筑成本的计算方法应与建筑规范中确定建筑许可费用的方法相同。“小型项目”是指位于旧金山市和县内，需要娱乐委员会颁发的许可的项目。
以下个人不属于许可顾问，因此无需登记或报告：
- 对于获得许可的建设活动允许或考虑的建筑师或工程师的注册建筑师或工程师，或该建筑师或工程师的雇员；
- 将负责与请求许可相关的所有建设活动的承包商，或该承包商的雇员；或
- 代表享有26美国法典第501(c)(3)节免税地位的组织的雇员或代理人，就该项目对该组织的发展进行沟通。
每位许可顾问必须在提供许可咨询服务后五个工作日内向道德委员会登记。随后必须向道德委员会提交季度披露报告。