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 speci 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 # ___________________________ Corporate Information Summary Page 1 of 3
https://stantec.sharepoint.com/teams/SantaMonica2024OneWaterMasterPlan-StantecOnly/Shared Documents/Stantec Only/1.
Marketing/Forms/SCSI Directors and Officers as of 2-20-24.docx Updated: Feb 20/24
STANTEC CONSULTING SERVICES INC.
SHAREHOLDERS: Mustang Acquisition Holdings Inc. - 100%
DIRECTORS:
Stuart E. Lerner
Jeffrey P. Stone
OFFICERS:
President Gordon A. Johnston
Chief Operating Officer – North America
CEO – Engineering & Executive Vice President Stuart E. Lerner Chief Operating Officer – Global &
Executive Vice President Catherine Schefer
Chief Growth & Innovation Officer &
Executive Vice President John Take
Chief People & Inclusion Officer &
Executive Vice President Asifa Samji
Chief Practice and Project Officer &
Executive Vice President Steve Fleck
Executive Vice President Leonard Castro
Executive Vice President Marshall W. Davert Jr.
Executive Vice President David Emery
Executive Vice President Mario Finis
Executive Vice President Bjorn Morisbak
Executive Vice President Susan Reisbord
Executive Vice President Ryan Roberts
Executive Vice President Susan Walter
Senior Vice President & Chief Information
Officer Chris McDonald
Senior Vice President & Chief Technology
Officer Shankar Kalyana
Senior Vice President Paul J.D. Alpern
Senior Vice President David R. Bernier
Senior Vice President Paul R. Blaszczyk
Senior Vice President Clayton A. Bock
Senior Vice President Peter Bokor
Senior Vice President Patrick G. Corser
Senior Vice President Luke De Hayr
Senior Vice President Paul J. DeKeyser
Senior Vice President Joseph Geller
Senior Vice President Harris J. (Josh) Gould
Senior Vice President John J. Hanula
STANTEC CONSULTING SERVICES INC.
Corporate Information Summary Page 2 of 3
https://stantec.sharepoint.com/teams/SantaMonica2024OneWaterMasterPlan-StantecOnly/Shared Documents/Stantec Only/1.
Marketing/Forms/SCSI Directors and Officers as of 2-20-24.docx Updated: Feb 20/24
Senior Vice President Jonathan A. (Andy) Hersey
Senior Vice President Peter Howe
Senior Vice President David Irvine
Senior Vice President Adriana Jaegerman
Senior Vice President Michael Johnson
Senior Vice President Jennifer Josephs
Senior Vice President John S. Montgomery
Senior Vice President Robert Mullins
Senior Vice President Michael Newbery
Senior Vice President Brian P. Norris
Senior Vice President James (Jim) R. Obermeyer
Senior Vice President Philip R. Perciavalle
Senior Vice President Sujan Punyamurthula
Senior Vice President Marilynn F. Robinson
Senior Vice President Kari Shively
Senior Vice President Robert A. Simm
Senior Vice President David Smith
Senior Vice President Joseph Russell (Russell) Snow
Senior Vice President Scott Storlid
Senior Vice President Glenn S. Tarbox
Senior Vice President Matthew D. Travers
Senior Vice President Joseph Uglevich
Senior Vice President Arthur Umble
Senior Vice President Mike Watson
Senior Vice President Christopher Williams
Senior Vice President Andrew C. Wilson
Vice President Frank Aceto
Vice President Rusty Benkosky
Vice President Andrew Burnham
Vice President Amy Campbell
Vice President Ramon Castella
Vice President David Dargie
Vice President Anil Dean
Vice President Becky Hachenburg
Vice President Megan Holmes
Vice President Sarah McIlroy
Vice President Scott Peyton
Vice President Michael Reagan
Vice President Jeffrey P. Stone
Vice President Kristopher Wilhoit
Senior Principal Scott Buttari
Senior Principal Cecilia Einarson
Senior Principal Long Hoang
Senior Principal David Kennedy
Senior Principal Douglas Stoker
Principal Robert R. Cunningham
STANTEC CONSULTING SERVICES INC.
Corporate Information Summary Page 3 of 3
https://stantec.sharepoint.com/teams/SantaMonica2024OneWaterMasterPlan-StantecOnly/Shared Documents/Stantec Only/1.
Marketing/Forms/SCSI Directors and Officers as of 2-20-24.docx Updated: Feb 20/24
Principal Steve Shadix
Principal Stephen Varsa
Senior Associate Linda Brown
Senior Associate Jason Schneider
Senior Associate Gregory Sebourn
Senior Associate Kelly VanElders
Senior Associate Matthew Vernon
Associate & CEO – Surveying Jerome Means
Account Manager Michael A. Kennedy
Director, Taxation Ally Gerlach
Right of Way Officer Geraldine V. Webb
Employee Brian Larson
Corporate Counsel Michael Aceto
Corporate Counsel David Archer
Corporate Counsel Eli Bilek
Corporate Counsel William A. Butler
Corporate Counsel Thomas Curran
Corporate Counsel William J. Edwards
Corporate Counsel Victoria Hall-Sturt
Corporate Counsel Cate Hite
Corporate Counsel Agustina Jaureguiberry
Corporate Counsel Katharine LaFrance
Corporate Counsel Christy J. Leonard
Corporate Counsel Amy Oygen
Corporate Counsel Robert J. Ray
Corporate Counsel Charles B. (Chad) Rogers II
Corporate Counsel Corey Sanchez
Corporate Counsel Matthew Storey
Secretary Christopher O. Heisler
Assistant Secretary Jeffrey P. Stone
Treasurer Theresa Jang