CITY OF SANTA MONICA
OAKSINITIATIVE
DISCLOSURE FORM
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity.
Public benefits include:
1. Personal services contracts in excess of $25,000 over any 12-monthperiod;
2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;
3. Purchase, sale orlease ofreal property to orfrom the City in excess of $25,000 over a 12- month period;
4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;
5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;
6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or
7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.
Name(s) of persons or entities receiving public benefit:
Lance, Soll & Lunghard, LLP
Name(s) of trustees, directors, partners, and officers:
Bryan Gruber, Dave Myers, Don Slater, Maria Arriola, Yana Weaver, Pam Bustos, Mike Agresti, Adam Odom, Gail Gray, Brandon Young, Lisa Favor, Ryan Domino, Kelly Telford, Jeff Boxx, Jocelyn Potter Name(s) of persons with more than a 10% equity, participation, orrevenue interest:
Prepared by: Title:
Signature: Date:
Email: Phone:
FOR CITY USE ONLY:
Bid/PO/Contract # Permit #
Bryan Gruber, Dave Myers, Maria Arriola, Yana Weaver, Pam Bustos, Mike Agresti Brandon Young Partner
November 9, 2023
[email protected] (714)672-0022