The Office of the Treasurer & Tax Collector, serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco.
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The mission of the Office of the Treasurer & Tax Collector is to:
- Facilitate voluntary compliance with the tax laws of the City and County of San Francisco by simplifying all processes and procedures and by providing efficient customer service.
- Collect all taxes and fees due and owing to the City.
- Conserve all City funds, prudently investing the monies to achieve maximum yield, low risk and high liquidity.
The Office of the Treasurer & Tax Collector serves two basic functions for the residents of the City and County of San Francisco (CCSF):
- The collection of taxes and other CCSF revenue.
Through mail, in person in the City Payment Center, and now through the Internet, the Department collects and deposits taxes and other obligations paid to the City, including business taxes, property taxes, and fees for various business licenses and permits that are required by the Municipal Code. Tax Collection units collect over $2 billion annually in property taxes, business taxes, and license fees. Additionally, the Department investigates and collects unreported and delinquent tax obligations. Through the City Payment Center and the SFGov on-line CityServices website, the Department contracts tocollect current and delinquent obligations owed to other City Departments, such as the Water Department and Department of Public Health.
- The conservation and oversight of monies before disbursement.
The Treasurer manages all city funds in order to gain the maximum return with low risk and high liquidity, including investing the City’s portfolio of pooled funds. The Treasurer works with all City departments to ensure that funds are received, deposited, and reconciled as quickly and accurately as possible, so as to provide maximum interest and investment returns for the people of San Francisco. The Department administers and monitors the deposit accounts and wire transactions of all City agencies and contracts with banks for financial services. The Department also disburses payments on the City’s General Obligation municipal bonds.
José Cisneros, Treasurer
José Cisneros is the elected Treasurer for the City and County of San Francisco. As Treasurer, he serves as the City’s banker and Chief Investment Officer, managing all tax and revenue collection for San Francisco. Appointed in 2004, and first elected in 2005, Cisneros has used his experience in the tech and banking industries to enhance and modernize taxpayer systems and successfully manage the City’s portfolio through a major recession.
Treasurer Cisneros believes that his role of safeguarding the City’s money extends to all San Francisco residents, and continues to expand his role as a financial educator and advocate for low-income San Franciscans through award-winning programs like Kindergarten to College, Bank On San Francisco and the Financial Justice Project. Cisneros served as Vice Chair on the President’s Advisory Council on Financial Capability for Young Americans, and is currently Co-Chair of the Cities for Financial Empowerment Coalition.
Prior to his role as Treasurer, Treasurer Cisneros served as Deputy General Manager for the San Francisco Municipal Transportation Agency. In this capacity, he managed MUNI’s $7 billion capital program designed to repair, replace and enhance system assets – including the 3rd Street Rail extension serving Chinatown, Mission Bay and the residents of Bay View and Hunters Point. Before working at MUNI, Treasurer Cisneros served as a member of the MTA Board of Directors and was instrumental in creating Proposition E, the Muni Reform Charter Amendment.
Treasurer Cisneros has a strong business background in the private sector, previously working for IBM Corporation and Lotus Development Corporation as a Senior International Product Manager. Prior to this, he was an Assistant Vice President at Bank of Boston where he managed financial product portfolios valued at over $100 million.
Treasurer Cisneros lives with his husband in San Francisco. He received his Bachelor of Science from Sloan School of Management at the Massachusetts Institute of Technology (MIT) and studied for an MBA at Boston University.
Tajel Shah, Chief Assistant Treasurer
As Chief Assistant Treasurer, Tajel Shah serves as Deputy to José Cisneros and manages investments, banking, cashiering, budget, solutions management, IT and human resources for the Office of the Treasurer & Tax Collector.
Ms. Shah joined the organization in January 2008. Prior to joining the Treasurer & Tax Collector, she managed policy and planning for the Department of Children, Youth and their Families for several years. Ms. Shah comes to the office with a unique blend of public and private sector experience, which includes leading global expansion for Organic Inc. – an internet company and managing several of their Fortune 500 clients. She also served as the first woman of color to lead the national advocacy organization, United States Student Association.
Ms. Shah grew up in New Jersey and holds a B.A. from Rutgers University. She lives in San Francisco with her husband and two children and serves on several boards and commissions, including the San Francisco Unified School District’s Quality Teacher and Education Oversight Committee.
David Augustine, Tax Collector
In March 2013, Treasurer José Cisneros appointed David Augustine as San Francisco Tax Collector. The San Francisco Tax Collector is responsible for all tax collection in the City and is the ex offico license collector under California law.
Mr. Augustine joined the Office in 2004 as Policy & Legislative Manager, and was instrumental in the implementation of the Treasurer’s many innovative social programs, including Bank on San Francisco, Kindergarten to College, and the Working Families Credit program. As Tax Collector Attorney he represented the office in a number of bankruptcy proceedings and coordinated collections work with the Bureau of Delinquent Revenue.
Mr. Augustine is a native of the San Francisco Bay Area and resides in San Francisco with his husband and daughter. Prior to joining the City he worked in municipal public finance, and with the New York City Mayor’s Office. He holds a J.D. from Stanford Law School and a B.A. in Political Science from Swarthmore College. He is a member of the California State Bar.
- October 5, 2017 - Treasurer announces $80 million 'Safe, Sound and Local' investment opportunity
- August 31, 2017 - Treasurer provides a status update to the Board of Supervisors re: Wells Fargo
- June 20, 2017 - Treasurer joins EARN to launch SaverLIfe campaign
- May 17, 2017 - Treasurer José Cisneros and Supervisor Jane Kim Advance First in the Nation Effort to Alleviate the Inequitable Burden of Fines and Fees on Low Income Communities and People of Color
- April 28, 2017 - Mayor Lee and Treasurer José Cisneros on Wells Fargo Targeting Immigrant Communities
- February 28, 2017 - Statement from Treasurer José Cisneros about Divestment From Banks Financing the Dakota Access Pipeline
- February 17, 2017 - Announcing leadership changes in the Office of the Treasurer
View Newsroom Archives
- September 23, 2016 - Treasurer José Cisneros Announces Resources for San Francisco Consumers Affected by the Wells Fargo Consent Decree
- September 9, 2016 - Statement on $185M Fine Levied Against Wells Fargo
- June 23, 2016 - Treasurer and City Attorney File Petition to Enforce Subpoena Against Homeaway.com
- June 7, 2016 - Extending Deadline for Drivers of Transportation Network Companies to Register Without Penalty
- April 15, 2016 - Urging Independent Contractors Working in San Francisco to Comply with Business Registration Requirements
- March 2, 2016 - Launch of Online Business Registration
- May 28, 2015 - June 1st Business Registration Renewal Deadline
- May 5, 2015 - Kindergarten to College Families Reach $1 million in Savings; Program named Finalist in Harvard Innovation Awards
- February 18, 2015 - Response re: Airbnb Statement of Taxes Paid
- February 13, 2015 - Treasurer and Mayor Launch of Gross Receipts Tax Online Application
- October 24, 2014 - 5th Annual Financial Planning Day
- October 21, 2014 - Treasurer's Statement on Transient Occupancy Taxes
- June 24, 2014 - District 10 Financial Empowerment Program
- May 22, 2014 - Kindergarten to College
- April 17, 2014 - Business Tax Outreach Campaign
Request for Proposals
Contracting opportunities with the Office of the Treasurer & Tax Collector are below. Please check this page often for updates or amendments. Due dates and minimum qualifications are included in the RFP documents.
Request for Proposals for Payment Gateway Services - RFP#TTX2017-08
- RFP Online Payment Gateway Services(pdf)
- Appendix B Minimum Requirements & Reqirements (docx)
- Appendix C City Agreement for SaaS Services (pdf)
- Appendix D Price Proposal (xlsx)
- Answers to Bidder Questions for TTX 2017-08 RFP Online Pmt Gateway Svcs (pdf)
- Table A ‐ Fiscal Year 2016‐17 Updated Transaction Data (pdf)
- Payment Type By CCSF Department (pdf)
- FIS Merchant Stmts Last 3 Months (pdf)
List of Expired RFPs
Employee Forms and Information
INTERNAL USE ONLY
Only EMPLOYEES of the Office of the Treasurer & Tax Collector should use the forms below. If you are not an employee of this office, do not use these forms.
City MOUs for Local 21,Local 1021,MEA, & etc. (Link to DHR)
Change of Address/Name/Emergency Contact (fillable pdf)
Employee Assistance Program (SFHSS Link)
Employee Handbook (Link)
Employee Leaves (Link to DHR)
Family Friendly workplace ordinance (Link to sfgsa.org)
Supplemental TTX Employee Handbook (pdf)
Form W-4 (Link to IRS.gov)
DE-4 Form (Link to CA.gov)
Health Benefit - Group Life and Long Term Disability Insurance (Link to myhss.org)
How to File Discrimination Complaint (link)
Justification for Symbols/Changes (fillable pdf)
Health coverage while on leave(link)
Online Tuition Reimbursement
Overtime Form (fillable pdf)
Paid Family Leave (EDD Link)
Paid Parental Leave-Employee Acknowledgement (fillable pdf)
Paid Parental Leave-Worksheet (fillable pdf)
Payroll deduction authorization/cancellation form for Deferred Compensation (pdf)
Performance Evaluation Form (fillable pdf)
Performance Improvement Plan (word)
Policy for E-mail, Voice mail and Internet use (pdf)
Request for Additional Employment (word)
Request for Ergonomics Evaluation Form (fillable pdf)
Request for Leave (DHR Link)
SDI Payroll Form (pdf)
Statement of Incompatible Acitvities (pdf)
Time off Request
W-2 Replacement Correction Form (fillable pdf)
Vehicle Use Policy (pdf)
CATASTROPHIC ILLNESS PROGRAM
CATASTROPHIC ILLNESS PROGRAM (Link pdf)
CATASTROPHIC ILLNESS FORM(Link pdf)
CATASTROPHIC ILLNESS PROGRAM –FAMILY MEMBER (Link pdf)
Donor's Vacation Transfer Form for Catastrophically ILL Family Member (Link pdf)
Workers' Compensation Forms & Information
Supervisors report of injury (pdf)
Reporting workplace injury (word)
Important Information about Workers' Compensation (pdf)
CCSF Medical Provider Network-Covered Employee (pdf)
List of Treating Workers' Compensation facilities (link)
Employee's Claim for Workers' Compensation (fillable pdf)
Workers' Compensation-Employee's Receipt (fillable pdf)
Family and Medical Leave Act (FMLA) Forms & Information
Request for leave and leave protection (pdf)
Notice of Eligibility, rights and responsibilities (pdf)
Certification Serious Illness or illness of a current military service member (pdf)
Certification Serious Injury or Illness of a Veteran for Military Caregiver Leave (pdf)
Certification of Qualifying Exigency For Military Family Leave (pdf)
FMLA2 Forms - Employee and Family Member Medical Certification
Americans With Disabilities Act (ADA) Forms & Information