CITY OF SANTA MONICA
OAKS INITIATIVE NOTICE
NOTICE TO APPLICANTS, BIDDERS, PROPOSERS
AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,
OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA
Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk.
This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica.
All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period.
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. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months.
CITY OF SANTA MONICA
OAKS INITIATIVE 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-month period;
2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;
3. Purchase, sale or lease of real property to or from 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:
Name(s) of trustees, directors, partners, and officers:
Name(s) of persons with more than a 10% equity, participation, or revenue interest:
Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:
Bid/PO/Contract # ____________________________ Permit # ___________________________ Beeker, Dustin G. Partner
Brentano, Letizia L. Partner
Cavin, Adam L. Assurance Partner
Smith, Travis G. Partner
Weber, Mark E. Partner
Sturgis, Clay R. Partner
Sturgis, Ryan D. Assurance Partner
Hunter, Justine M. Partner
Sturges, William S. Partner
Weber, Richard G. Tax Partner
Woodward, Mark J. Partner
Attebery, Janell L. Partner
Goldfarb, Erin M. Partner
Holtermann, Michael S. Partner
Jacobsen, Ashley Assurance Partner
Morse, Christopher B. Tax Partner
Sampson, Douglas A. Partner
Vance, Brandon E. Partner
Winters, Shad Partner
Wittwer, Kenneth T. Tax Partner
Hollander, Keith Consulting Partner
Warren, Debra Consulting Partner
Rabanal, Jennifer J. Partner
Allan, Kristina Partner
Bergamo, Frederick N. Partner
Buurma, Douglas J. Tax Partner
Fisher, Lewis R. Partner
Gardner, Shannan L. Partner
Gewain, Christopher M. Assurance Partner
Gilbert, Matthew W. Tax Partner
Guthrie, Patrick D. Assurance Partner
Henderson, Peter P. Tax Partner
Kanaley, Sean C. Consulting Partner
Kaufman, Frank S. Partner
Kelly, Sean P. Partner
Knuf, Guy W. Partner
L'Heureux, Chris L. Partner
Loftus, Patrick G. Assurance Partner
Marciniak, Dustin A. Partner
Parsons, Matthew E. Assurance Partner
Refa, Kami Partner
Schultz, Lawrence R. Partner
Stelzriede, Stacy J. Partner
Swearingen, J. S. Partner
Venkateswaran, Aparna S. Assurance Partner
Villanueva, Alan C. Partner
Walsh, Glenn M. Partner
Weninger Jr., Roger M. Partner
Wright, Jana M. Assurance Partner
Harman, Melissa E. Partner
Hiscocks, Thomas M. Assurance Partner
Hughes, Martin G. Partner
Kling, Irene P. Tax Partner
Nelson, Tetyana K. Assurance Partner
Pei, Xiaojing L. Assurance Partner
Pihowich, Michael A. Consulting Partner
Teeter-Balin, Cheryl A. Partner
Valverde, Marco V. Partner
Duval, Chad A. Partner
Norris, William H. Partner
Schader, Bryan Consulting Partner
Clair, Jeffrey T. Partner
Criswell, Derek D. Partner
Dhaliwal, Kamaldeep S. Assurance Partner
Fineberg, Stephen M. Consulting Partner
Harrison, Mark J. Partner
Irwin, Kenneth W. Tax Partner
Jackson, Katherine M. Partner
McGhee II, Robert L. Tax Partner
O'Donnell, Anthony D. Partner
Parker, Chris Tax Partner
Reynolds, Robert A. Partner
Riley, Travis M. Partner
Rouen, Christopher J. Partner
Williams, Cameron M. Partner
Bailey, Sara E. Tax Partner
Dusi, Kevin A. Partner
Emmons, Jason Consulting Partner
Godinez, Gerardo Assurance Partner
Klassen, Desiree P. Tax Partner
Knowlton, Bruce R. Partner
Kowieski, Gregory S. Partner
McMahon, Mark E. Partner
Nichols, Jeremy Assurance Partner
Norviel, Annie Y. Assurance Partner
Rohner, Eric D. Partner
Roos, Laura J. Partner
Shah, Anita Assurance Partner
Stillwell, Amy R. Partner
Wisniewski, Carisa M. Partner
Arsenault, Luc A. Partner
Chalak, Ali Assurance Partner
Chen, Lillian L. Partner
Croghan, Richard J. Partner
Dickens, Terry C. Tax Partner
Dollar, Elizabeth C. Partner
Dowsett, Derek W. Partner
Franklin, Steven S. Assurance Partner
Heier, David W. Assurance Partner
Kim, David L. Consulting Partner
Lucas, Gretchen Consulting Partner
McClellan, Arnold A. Consulting Partner
Mosbahi, Ghassen Partner
Olsen, Adam S. Assurance Partner
Rabiu, OwoLabi Consulting Partner
Rizvi, Syed M. Partner
Sage, David I. Partner
Sarmiento Jr., Francisco D. Consulting Partner
Suico-Gee, Rianne G. Assurance Partner
Tetz, Kelvin L. Partner
Wang, Wenli Partner
Wong, Brian T. Tax Partner
Wright, Theresa M. Assurance Partner
Zelda, Mike R. Assurance Partner
Christianson, Colten C. Consulting Partner
Faris, Kirk D. Tax Partner
Gutsch, Jeffrey P. Partner
Harper, Sara A. Tax Partner
Jensen, Shawn E. Partner
Paris, Christopher L. Partner
Paulson, Rae A. Assurance Partner
Pforsich, Ty W. Partner
Ricioli, Michael G. Partner
Silverstein, Philip J. Partner
Tompkins, Aaron R. Partner
Adkins, Jason M. Partner
Anderson, Dave Partner
Borgardt, Jon Partner
Chan, Arlene M. Partner
Dell, Stacey Partner
Dunning, Kris G. Partner
Felix, Liana Partner
Gillespie, William T. Partner
Hasegawa, Kevin S. Partner
Huynh, Tai Partner
Kammerer, Larry Consulting Partner
Koch, Ryan Partner
Mattson, Andy Partner
Minnihan, Bertha A. Partner
Olson, Daniel C. Assurance Partner
Patel, Kunaal R. Partner
Paye, Matthew R. Assurance Partner
Peterson, Scott Tax Partner
Ratra, Sarah Assurance Partner
Schechter, Steven H. Partner
Sewal, Sheetal Partner
Shively, Benjamin S. Consulting Partner
Spencer, Michael J. Partner
Steuber, Brian C. Tax Partner
Wall, Bradley Partner
Welsh, Dave Partner
Wright, Nathan Tax Partner
Xu, Mei Tax Partner
Yoo, Seungbum Tax Partner
Yu, Jerry J. Tax Partner
Bell, Christopher C. Partner
Conner, Brian P. Partner
Krienert, Eric V. Partner
Gupta, Rajneesh Tax Partner
Paruthi, Siddhartha Consulting Partner
Pritchard, Chris J. Partner
Sokoloff, Kimberly Assurance Partner
Tong, Kinman K. Partner
Blackwell, Catrina L. Partner
Chevalier, James R. Partner
Damu, Stelian Partner
Haverlock, Lauren Tax Partner
Lawson, Jason K. Partner
Luker, Stan Consulting Partner
Patel, Mrunal K. Tax Partner
Redmond, Stephen C. Partner
Romano, Jason R. Partner
Suruki, Carol J. Partner
Van Der Wel, Edward Todd Partner
Carr, Michelle R. Partner
Gaskins, William Partner
Groff, Derek Consulting Partner
Hanley, Patrick R. Partner
Monahan, John Partner
Mueldener, William Partner
Mueller, Matthew Tax Partner
Myhill, Stuart J. Partner
Parker, Michael E. Partner
Pfahl, Gregory C. Partner
Pharis, Tracy M. Partner
Terry, David Consulting Partner
Theiss, Laura J. Tax Partner
Tschida, Martin Partner
Vossen, Jacob J. Partner
Winton, James D. Partner
Billings, Matthew Tax Partner
Kitch, Douglas Consulting Partner
Strait, Robbie D. Consulting Partner
Newell, Michael G. Consulting Partner
Rebay, Karl J. Partner
Ghosh, Pranay P. HR Business Partner
Iyer, Balaji S. India Managing Partner
Rea, Jarret D. Partner
Sedler, Aaron M. Consulting Partner
Broderick, Thomas C. Tax Partner
Garcia, Halie Consulting Partner
Herrera, Sheila A. Assurance Partner
Hoggan, Kory I. Partner
Patel, Dhaval G. Partner
Todd, Lisa P. Partner
Paglia, Tracy S. Partner
Elling, Pamela R. Partner
Kaiser, Andrew Partner
Laird, Brent Tax Partner
Merrill, Jacqueline R. Tax Partner
Smith, Bradley D. Partner
Widmer III, Ray L. Tax Partner
Baker, Jack W. Partner
McCleary-Moore, Amanda J. Assurance Partner
Balentine, Eric L. Partner
Furbach, Jens B. Partner
Lapour, Daniel S. Partner
Leback, Scott G. Assurance Partner
Loftus, Jon A. Assurance Partner
Montez, Matthew P. Partner
Nelson, Weston J. Consulting Partner
Nunley, Alexandria M. Tax Partner
O'Neill, Robert A. Partner
Peterson, Frederick J. Partner
Solomon, Matthew D. Partner
Swartley, Calvin E. Consulting Partner
Andrade, Tony Partner
Apiado, Amy E. Partner
Averill, Chad A. Partner
Bacchetti, Stephen P. Consulting Partner
Boyd, Marcy J. Partner
Campos, Wendy L. Partner
Deitch, Joshua Consulting Partner
Donohue, John M. Partner
Eckley, Justin C. Partner
Fein, Steven J. Partner
Hansen, Christopher A. Partner
Kuenzi, Ryan J. Tax Partner
McDonnell, Joseph T. Partner
Miles, Eric R. Partner
Minniti, E. Blair Partner
Nachand, Bryan G. Partner
Osten, Ashley C. Partner
Price, Jennifer S. Partner
Richardson, Patrick H. Partner
Simovic, Keith E. Assurance Partner
Simpson, Scott F. Partner
Smoot, Michael D. Assurance Partner
Spain, Melissa C. Partner
Waetzig, Christopher J. Consulting Partner
Pulver, Joelle M. Assurance Partner
Elder, Jennifer Partner
Gonzalez, Pedro A. Partner
Harlan, David M. Partner
Hartmann, Alan C. Partner
Hurst, Mark Consulting Partner
Isley, Benjamin C. Tax Partner
Laswell, Justin Partner
Lewis, Joshua D. Assurance Partner
McCollough, Vance Assurance Partner
McFarland, Megan Partner
Mettille, Lori Partner
Porter, Bradley R. Consulting Partner
Schoenig, Jason C. Tax Partner
Shannon, Charles E. Partner
Snyder, Duane E. Partner
Thompson, Charles Consulting Partner
Varghese, Sino S. Assurance Partner
Wallace, Colin C. Consulting Partner
Whitten, Jordan M. Partner
Wilks, Kenneth Partner
Akram, Shuja Tax Partner
Blevins, Craig A. Partner
Currie, Ryan Tax Partner
Grace, Kenneth R. Partner
Grube Jr., Charles H. Partner
Hernandez, Irma Tax Partner
Monford, Jessica Partner
Rachner, Justin Consulting Partner
Tilotta, William Partner
Williams, Jimmie L. Partner
Zilberman, Mark Partner
Hungate, D Alan Partner
Johnston, Toby Partner
Rutter, Bret D. Partner
Abbott, Kevin Consulting Partner
Chamberlain, Adam J. Tax Partner
Eberhardt, Jonathan Consulting Partner
Ficker, Erich Consulting Partner
Hansen, Christian P. Consulting Partner
Jacobsen, Gordon M. Consulting Partner
Lombardi, Ty A. Consulting Partner
Luetkemeyer, Ryan A. Assurance Partner
Nielsen, Travis K. Consulting Partner
Ollivier, Ryan Consulting Partner
Smith, Jonathan Consulting Partner
Greear, Donald V. Partner
Hansen, Brandon D. Partner
Kooiman, Todd J. Partner
Repp, Tasha N. Partner
Siadal, Mark D. Assurance Partner
Van Dellen, Michelle R. Partner
Wattum, Glenn A. Partner
Birashk, Dustin R. Partner
Darlington, Olga A. Assurance Partner
Faulk, Aaron D. Partner
Fischer, Estarre J. Partner
Gaffney, Daniel T. Partner
Gay, Jeff F. Assurance Partner
Grannum, Robert L. Partner
Hanson, Louise B. Partner
Hoeflin, Kristine M. Tax Partner
Jacobs, Kevin J. Assurance Partner
Knudson, Phillip R. Partner
LaLone, Noni M. Partner
Landrie, Lars I. Partner
Le, Tan M. Tax Partner
Lippmann, Kurt L. Partner
McKnight, Sarah E. Tax Partner
Porter, Anthony K. Assurance Partner
Sanger, Thomas E. Partner
Stopa, Mathew A. Assurance Partner
Thompson, Jason R. Partner
Boyle, Darci M. Partner
Desimone, Julie L. Partner
Iseman, Marnee P. Consulting Partner
Powell, Bryan S. Partner
Villanueva, Kevin N. Consulting Partner
Boast, Kyle Partner
Braun, Maria Consulting Partner
Byer, Wakako O. Partner
Cline, Adam B. Partner
Coogan, Erica L. Partner
Correnti, Sasha N. Assurance Partner
Deaver, Roy R. Partner
Evans, Dan G. Partner
Fey, Jeffrey M. Partner
Gillespie, Findley O. Consulting Partner
Goehner, Darin M. Partner
Greene, Marke C. Partner
Gregory, Sharon L. Assurance Partner
Hall, Michael G. Partner
Herbolich, Dena A. Partner
Hinton, Robert L. Partner
James, Jared S. Consulting Partner
Kortus, Taft D. Partner
Kradjan, Christopher W. Consulting Partner
Kuhlmann, Jeremy M. Partner
Luman, Robert E. Consulting Partner
Massey, Michael C. Partner
McEachran, Robb S. Partner
McFarland, Aaron B. Consulting Partner
McKenna, Kellie P. Assurance Partner
McKittrick, Matthew R. Consulting Partner
Moore, Casey J. Tax Partner
Neff, Justin W. Partner
Oakes, Timothy J. Consulting Partner
Preugschat, Corey W. Assurance Partner
Ratner, Alex Partner
Rozillis, Colleen Consulting Partner
Snyder, Carleen J. Partner
Stadelman, Karina B. Partner
Steranka, Mark Consulting Partner
Tish, Laurie J. Partner
Urquhart, Scott A. Partner
Wright, Mary K. Partner
Armstrong, William Partner
Brown, Jeffrey W. Partner
Cates, Andrew J. Partner
Follett, David A. Partner
Forhan, Erica E. Partner
Frank, Fredrick M. Partner
Pomering, Rebecca H. Partner
Schmidt, Jennifer M. Partner
Amend, Greggory E. Partner
Burnham, Cheri R. Partner
Cheyney, Daniel J. Partner
Christiansen, Camille Partner
Del Mese, Robert J. Assurance Partner
Demchuk, Daniel T. Partner
Erickson, Tammy A. Partner
Franco, Kelli J. Partner
Galvano, Tricia L. Assurance Partner
Kennedy, Carrie A. Partner
Koch, Kimberly A. Consulting Partner
Munn, Jason R. Partner
Sanders, Craig A. Partner
Skidmore, Christopher D. Partner
Thronson, Michael R. Partner
Tillis, Emily D. Partner
Beauvais, Jode A. Tax Partner
Clayville, Erin E. Consulting Partner
Fisher, Justin A. Partner
Frank, Nicholas A. Partner
Hammer, Torre D. Partner
Hurst, Michael A. Tax Partner
Meier, Mark R. Partner
Peterson, Tegan J. Tax Partner
Anderson, Craig D. Partner
Dieleman, Jeff D. Partner
Fenich, Randall J. Partner
Gieseke, Rachael M. Partner
Keyes Nowlin, Hanna J. Assurance Partner
Perry, Valerie L. Partner