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 # ___________________________ Daniel Camin Vice President, Division Manager
11/08/2024
[email protected] 213.248.9403
Swinerton Builders, a California Corporation
See attached list of officers
None
NAME POSITION YEARS WITH
COMPANY
David C. Callis CEO, President 23
Ray A. Haj Exec. Vice President/COO 23
Donald D. Adair Exec. Vice President 36
Scott V. Conrad Exec. Vice President 13
Frank Foellmer Exec. Vice President 30
Lauren T. Nunnally Sr. Vice President/CAO 10
Bradley K. Peterson Exec. Vice President/CFO 24
Jason R. Chupp Sr. Vice President 12
Timothy J. Kretzschmar Sr. Vice President 10
Terry M. McKellips Sr. Vice President 24
SheriAnn Murphy Sr. Vice President/Secretary 18
Lia Tatevosian Sr. Vice President 28
Michael M. Berryhill Vice President 9
Daniel J. Camin Vice President 13
Ciaran A. Creighton Vice President 8
Keith A. Dancey Vice President 21
Christopher A. Evans Vice President 16
Jeffrey S. Gee Vice President 22
Jeffrey F. Good Vice President 16
D. Scott Grubb Vice President 38
Lori D. Guion Vice President 26
Paul A. Hinz Vice President 24
Robert "Bobby" Jennings Vice President 14
Jennifer L. Lauritzen Vice President 19
Brian J. McCarthy Vice President 14
Gerald E. Mejia Vice President 23
Derek D. Mosiman Vice President 14
Andrew D. Pearl Vice President 17
Brenda A. Reimche Vice President 31
Pedro "Pete" Ruiz Vice President 22
Alison T. Satt Vice President 8
Kevin M. Smith Vice President 14
John S. Spight Vice President 12
Aaron M. Townsend Vice President 12
Nicholas M. Vovakes Vice President 13
Myrna E. Wagner Vice President 25
James T. Watson Vice President 9
Tyler Whittaker Vice President 6
Aaron J. Yamasaki Vice President 12
Jay G. Yarbrough Vice President 7
Darlene S. Cho Asst. Secretary 21
Mary Kay Monville Asst. Secretary 2
Deborah A. Pinson Asst. Secretary 18
Lisa M. Telles Asst. Secretary 20
Swinerton Builders is a wholly-owned
subsidiary of Swinerton Incorporated.
Swinerton Incorporated is 100%
employee-owned. Approximately 50% is
held by the Swinerton 401(k) & Savings
Plan, and the balance is split among 900
plus employees of the various Swinerton
Incorporated family of companies.
No single individual employee owns
4% or more of the stock of Swinerton
Incorporated.
OFFICER’S LIST