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Ethics staff detail Form 700 e‑filing rollout, target Jan. 2022 NetFile launch
Summary
Staff described a multi‑phase plan to move 3,500 designated filers to NetFile e‑filing, including mandatory training for filing officers, a phased data migration and departmental outreach beginning next summer.
San Francisco Ethics Commission staff on Dec. 14 provided a status report on the Form 700 e‑filing project and a projected timetable for migrating paper filers to NetFile.
Rachel Gage, engagement and compliance lead, said the team is preparing a January 2022 target for a NetFile rollout for about 3,500 designated filers. Remaining work includes migration of filer and filing‑officer data, publication of user guides and mandatory e‑learning for filing officers. Gage described a tiered model: filing officers will be trained and given administrative access to create…
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