CITY OF SANTA MONICA
OAKS INITIATIVE NOTICE
NOTICE TO APPLICANTS, BIDDERS, PROPOSERS
AND OTH ERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,
OR OTH ER BENEFITS FROM TH E CITY OFSANTA MONICA
Santa Monicajsvotersadopted a CityCharteramendmentcommonlyknown as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and informationabouttheInitiativejsrequirements. YoumayobtainafullcopyoftheInitiativejs textfrom theCityClerk.
Thisinformation isrequired byCityCharterArticleXXIIgTaxpayerProtection. It prohibitsapublicofficialfrom receiving, andapersonorentityfrom conferring, specified personalbenefitsorcampaignadvantagesfrom apersonorentityaftertheofficialvotes, orotherwisetakesofficialaction, toawardahpublicbenefiti tothatpersonorentity. The prohibitionapplieswithinandoutsideofthegeographicalboundariesofSantaMonica.
Allpersonsorentitiesapplyingorreceivingpublicbenefitsfrom theCityofSanta Monicashallprovidethenamesoftrustees, directors, partners, andofficers, andnames ofpersonswith morethana 10% equity, participationorrevenueinterest. Anexception existsforpersonsserving in those capacitiesasvolunteers, withoutcompensation, for organizations exemptfrom income taxes underSection 501(c)(3), (4), or(6), ofthe InternalRevenueCode. H owever, thisexceptiondoesnotapplyiftheorganizationisa politicalcommitteeorcontrolspoliticalcommittees. Examplesofahpublicbenefiti include public contractsto provide goods orservices worth more than $25,000 ora land use approvalworthmorethan$25,000 overa12-monthperiod.
InordertofacilitatecompliancewiththerequirementsoftheOaksInitiative, theCity compilesand maintainscertain information. Thatinformation includesthe name ofany personorpersonswhoisseekingahpublicbenefit.i Ifthehpublicbenefiti issoughtbyan entity, ratherthananindividualperson, theinformationincludesthenameofeveryperson whois: (a) trustee, (b) director, (c) partner, (d) officer, orhas(e) morethanatenpercent interestintheentity. Therefore, ifyouareseekingahpublicbenefiti coveredbytheOaks Initiative, youmustsupplythatinformationontheOaksInitiativeDisclosureForm. This informationmustbeupdatedandsuppliedevery12 months.
CITY OF SANTA MONICA
OAKS INITIATIVE DISCLOSURE FORM
In orderto facilitate compliance with the requirementsofthe OaksInitiative, the City compilesandmaintainscertaininformation. Thatinformationincludesthenameofany personorpersonswhoisseekingahpublicbenefit.i Ifthehpublicbenefiti issoughtby anentity, ratherthananindividualperson, theinformationincludesthenameofevery personwhois: (a) trustee, (b) director, (c) partner, (d) officer, orhas(e) morethanaten percentinterestintheentity.
Publicbenefitsinclude:
1. Personalservicescontractsinexcessof$25,000 overany12-monthperiod;
2. Saleofmaterial, equipmentorsuppliestotheCityinexcessof$25,000 overa12- monthperiod;
3. Purchase, saleorleaseofrealpropertytoorfrom theCityinexcessof$25,000 overa12- monthperiod;
4. Non-competitivefranchiseawardswithgrossrevenueof$50,000 ormoreinany 12-monthperiod;
5. Landusevariance, specialusepermit, orotherexceptiontoanestablishedland useplan, wherethedecisionhasavalueinexcessof$25,000;
6. Taxhabatement, exception, orbenefiti ofavalueinexcessof$5,000 inany12- monthperiod;or
7. PaymentofhcashorspeciRi ofanetvaluetotherecipientof$10,000 inany12- monthperiod.
Name(s) ofpersonsorentitiesreceivingpublicbenefit:
Name(s) oftrustees, directors, partners, andofficers:
Name(s) ofpersonswithmorethana10% equity, participation, orrevenueinterest:
Preparedby: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:
Bid/PO/Contract# ____________________________ Permit# ___________________________ JodiEllington CFO
07/17/2021
jellington@ ihiservices.com 9 16-677-2114
PacificSecuredEquities, DBA IntercareH oldingsInsuranceServices, Inc.
GeorgeW . McCleary, Director
AgnesR H oeberling, CEO
AlanAvriett, Secretary
JodiEllington, CFO
N/A