If you are assuming office, you must file an Assuming Office Statement within 30 days of the date that you were sworn in or the first date that you began service, whichever is earlier. You must report financial interests that you had during the 12 months prior to the assuming office date. For example, a new Planning Commissioner with an assuming office date of September 5, 2013 must report financial interests that he or she held during the period of September 6, 2012 through September 5, 2013.
Any filer who assumes office between October 1, and December 31, and filed an Assuming Office Statement does not need to file an Annual Statement until the following annual April 1st deadline. For example, a newly appointed Planning Commissioner assumed office on October 15, 2013, and filed an Assuming Office Statement does not need to file an Annual Statement on April 1, 2014. Instead, the newly appointed Commissioner will not file an Annual Statement until April 1, 2015 which shall cover the period from October 16, 2013 through December 31, 2014.
If you are leaving office, you must file a Leaving Office Statement within 30 days of your leaving date. The filing period shall cover the day after the filing period of your last Statement of Economic Interest (SEI) through your leaving office date. For example, if you filed an Annual Statement covering the period from January 1, 2012 through December 31, 2012 and left office on August 10, 2013, the filing period on your Leaving Office Statement would be January 1, 2013 through August 10, 2013.
Statement Filing Deadlines
|Type of Statement||Period Covers||Filing Deadline|
|Annual||January 1 to December 31 of the prior year||April 1|
|Assuming Office||Date of assuming office and 12 months prior to the assuming office date||File within 30 days of assuming office date|
|Leaving Office||January 1 of the current year through the leaving office date||File within 30 days of leaving office date|
Filers who moved from one designated position to another designated position, or those who have been re-elected, are not required to file a Leaving Office and Assuming Office Statement as long as there was not a break in service of 30 days or more. The filer shall simply continue to file Annual Statements.